Investment Q&A

• iShares Core Canadian Universe Bond Index ETF (XBB $27.90)
  • $27.90 Cap: $8.13B
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• iShares Diversified Monthly Income ETF (XTR $11.53)
  • $11.53 P/E (TTM): 9.82X Cap: $360M
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $64.10)
  • $64.10 P/E (TTM): 75.18X Cap: $479M
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• iShares MSCI World Index ETF (XWD $103.76)
  • $103.76 P/E (TTM): 56.55X Cap: $1.28B
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• iShares S&P/TSX 60 Index ETF (XIU $42.24)
  • $42.24 P/E (TTM): 14.6X Cap: $17.68B
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• iShares Global Healthcare ETF (IXJ $87.53)
  • $87.53 P/E (TTM): 79.78X Cap: $3.81B
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• SPDR S&P 500 ETF Trust (SPY $635.55)
  • $635.55 P/E (TTM): 57.48X Cap: $648.05B
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• INVESCO QQQ Trust (QQQ $563.28)
  • $563.28 P/E (TTM): 59.46X Cap: $362.83B
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• Vanguard Conservative ETF Portfolio (VCNS $30.50)
  • $30.50 P/E (TTM): 0.01X Cap: $585M
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• Vanguard Balanced ETF Portfolio (VBAL $35.21)
  • $35.21 P/E (TTM): 15.14X Cap: $3.76B
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• Vanguard Growth ETF Portfolio (VGRO $40.42)
  • $40.42 P/E (TTM): 0.01X Cap: $7.43B
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• iShares Core Balanced ETF Portfolio (XBAL $31.90)
  • $31.90 P/E (TTM): 4.44X Cap: $2.13B
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• iShares Core Growth ETF Portfolio (XGRO $32.92)
  • $32.92 P/E (TTM): 14.27X Cap: $3.51B
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• iShares S&P 100 ETF (OEF $314.77)
  • $314.77 P/E (TTM): 83.32X Cap: $21.64B
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• iShares Global Comm Services ETF (IXP $116.67)
  • $116.67 P/E (TTM): 56.96X Cap: $580M
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• iShares Core MSCI Total International Stock ETF (IXUS $79.64)
  • $79.64 P/E (TTM): 1.34X Cap: $47.70B
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• Vanguard Retirement Income ETF Portfolio (VRIF $25.82)
  • $25.82 P/E (TTM): 0.02X Cap: $284M
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• iShares MSCI World ETF (URTH $173.96)
  • $173.96 P/E (TTM): 57.04X Cap: $5.53B
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Q: I am looking to finally replace the following mutual funds held in a self admin RSP account, to equivalent ETFs.
FID269 - Fid Monthly Inc;
FID5973 - Fid Global Innovation;
FID207 - Fid Global Concentrated Equity;
RBC460 - Sel Bal Ptf
TDB2760 - Td Retirement Balance
TDB652 - Td Global Entertainment & communication
TDB976 - Td Health Science
TDB2580 Td Tactical Monthly Inc
My goal is to replace these mutual funds with long term, high yielding where possible, low MER, CDN or US $ equivalent ETFs. Please provide 2 or 3 suggestions for each. Please deduct as many credit s as need.
Thank you for all the invaluable investment help you provide.

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Read Answer Asked by Mark on October 15, 2021

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.14)
  • $41.14 P/E (TTM): 82.86X Cap: $6.51B
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• TFI International Inc. (TFII $126.63)
  • $126.63 P/E (TTM): 21.01X Cap: $10.51B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• InterRent Real Estate Investment Trust (IIP.UN $13.30)
  • $13.30 Cap: $1.85B
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Q: 1. I hold some TFII and would like to have your outlook and the future growth of the company

2. Can I get your order of preference between IIP.UN, CAR.UN and TCN and how do you see them going forward. Both IIP.UN and CAR.UN have been trending sideways for some time now .

Thank you

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Read Answer Asked by Kristelle on October 15, 2021

• iShares Russell 2000 Growth ETF (IWO $297.12)
  • $297.12 P/E (TTM): 45.65X Cap: $11.97B
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• iShares Russell 2000 ETF (IWM $225.97)
  • $225.97 P/E (TTM): 38.62X Cap: $63.35B
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Q: Hi 5i,

For a new position and a 5+ year hold do you currently prefer IWM over IWO? Or could you recommend another ETF that would be good small cap exposure. Would IWO be a bit more challenged in a higher inflation environment?

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Read Answer Asked by Dean on October 15, 2021

Q: BTAI May your please provide your assessment of this company. I have been a holder for past two years only to see it decline by 45 %, with a further 15% decline today.
Do you like it, and if so, would you been keen on continuing to hold? Thank you

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Read Answer Asked by Karim on October 15, 2021

• Costco Wholesale Corporation (COST $969.68)
  • $969.68 P/E (TTM): 58.09X Cap: $430.03B
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Q: Hi, I'm needing more consumer defensive and am considering Costco. Wondering what your thoughts are about this company and its prospects going forward. I already have some consumer with VDC but need more and am also low on international. Feel free to suggest other ideas that merit consideration.
Thanks,
Perry

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Read Answer Asked by Perry on October 15, 2021

• Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
  • $40.48 P/E (TTM): 12.15X Cap: $20.22B
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Q: I sold 33% of my shares in Shaw in March, shortly after the take over bid was announced. At an ACB of $22, it's a nice gain. Given the current price of $36, do you think it's worth the risk of holding out for another $4. A bird in the hand .......
Your thoughts?

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Read Answer Asked by Ron on October 15, 2021

• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
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Q: Please interpret today's news release. Is this a B, S or H?

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Read Answer Asked by Tim on October 15, 2021

• Walgreens Boots Alliance Inc. (WBA $12.19)
  • $12.19 Cap: $10.55B
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Q: Hi 5i,
I know you haven’t been big fans of WBA due to their debt load. They had a decent earnings beat today, boosted by Covid vaccinations. They took a majority interest in Village MD to open more health clinics attached to their drugstores. They are also considering exiting the sale of tobacco products.
What are your thoughts on WBA these days with this renewed health focus?
Thanks again.

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Read Answer Asked by Dave on October 15, 2021

• NVIDIA Corporation (NVDA $174.98)
  • $174.98 P/E (TTM): 56.58X Cap: $4.26T
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• Goldman Sachs Group Inc. (The) (GS $715.95)
  • $715.95 P/E (TTM): 15.88X Cap: $216.73B
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• Nike Inc. (NKE $76.18)
  • $76.18 P/E (TTM): 35.31X Cap: $112.51B
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• Descartes Systems Group Inc. (The) (DSG $137.82)
  • $137.82 P/E (TTM): 59.52X Cap: $11.82B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $190.10)
  • $190.10 P/E (TTM): 77.67X Cap: $247B
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• Tesla Inc. (TSLA $320.11)
  • $320.11 P/E (TTM): 187.23X Cap: $1.04T
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• goeasy Ltd. (GSY $204.60)
  • $204.60 P/E (TTM): 12.24X Cap: $3.28B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $76.12)
  • $76.12 P/E (TTM): 37.29X Cap: $8.73B
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• Paycom Software Inc. (PAYC $225.32)
  • $225.32 P/E (TTM): 32.28X Cap: $13.04B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.29)
  • $16.29 Cap: $2.24B
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• Upstart Holdings Inc. (UPST $63.52)
  • $63.52 Cap: $6.11B
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Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.

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Read Answer Asked by victor on October 15, 2021

• Questor Technology Inc. (QST $0.46)
  • $0.46 Cap: $12M
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• Enthusiast Gaming Holdings Inc. (EGLX $0.10)
  • $0.10 Cap: $15M
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• Dye & Durham Limited (DND $10.16)
  • $10.16 Cap: $682M
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Q: Looking at some recommended company's that are near 52 week lows that have a lot of future growth and years of multiple upside. Can you suggest your top 5 companies that fit this criteria(and why you believe the upside potential). I would like to set and forget(for years) for my next few purchases. thx for the great service

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Read Answer Asked by Chris on October 15, 2021

• Purpose High Interest Savings Fund (PSA $50.08)
  • $50.08 Cap: $3.15B
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Q: Hi, how can Purpose can fund a 0.6% distribution with a 0.15% management fee given how low bank deposit rates are? Thanks.

The fund documentation states ‘Deposits securely invested in cash accounts with Schedule 1 Canadian banks’.

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Read Answer Asked by Gary on October 15, 2021

• goeasy Ltd. (GSY $204.60)
  • $204.60 P/E (TTM): 12.24X Cap: $3.28B
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• Affirm Holdings Inc. (AFRM $74.49)
  • $74.49 Cap: $24.03B
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Q: You had mentioned "GSY initially purchased a swap on the AFRM shares to hedge away market exposure" in response to another on GSY..Could you explain how share swaps works in this context? Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on October 15, 2021

• Superior Plus Corp. (SPB $7.27)
  • $7.27 P/E (TTM): 29.65X Cap: $1.63B
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Q: Hi, With the increasing natural gas prices would companies like SPB benefit from this? Does this present a good opportunity to get into the Energy sector? Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on October 15, 2021

• Cielo Waste Solutions Corp. (CMC $0.05)
  • $0.05 Cap: $6M
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Q: While Cielo seems to be getting its act together my take is that current work relates to pilot plant development and it will be some while yet before capacity, and revenues begin to emerge. Do you have a time line that might be used to commit to a worthwhile investment and what product competition they could face roughly within that timeframe?

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Read Answer Asked by Mike on October 15, 2021

• Miscellaneous (MISC)
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Q: Hi Guys
When using the rule of 40 to determine the performance of software companies. Would using 3 yr Rev Growth be acceptable , as some newer companies aren't profitable yet. ? and regarding margins, what are you looking for, Gross Margins, Net Margins, or EBT Margin.
Thanks Gord

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Read Answer Asked by Gordon on October 15, 2021

• iShares Biotechnology ETF (IBB $138.76)
  • $138.76 P/E (TTM): 74.16X Cap: $5.69B
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• ARK Fintech Innovation ETF (ARKF $52.36)
  • $52.36 P/E (TTM): 113.19X Cap: $1.30B
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Q: Could you recommend 1 Biotech and 1 Fintech ETF? Can be either Canadian or US.

Thanks for your help

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Read Answer Asked by ralph on October 15, 2021

• Amerigo Resources Ltd. (ARG $2.25)
  • $2.25 P/E (TTM): 15.83X Cap: $369M
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Q: I have held Amerigo for a while now and I would love your input on their Q3 numbers.

Would you add at this time or could you recommend another Canadian copper company.

10 year hold

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Read Answer Asked by Jeffery on October 15, 2021

Q: What are your thoughts on the latest Mawer mutual fund - MAW 180 and does it have place in a well diversified portfolio?
Also is there a withholding tax if held outside of a RSP.
Thank you

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Read Answer Asked by Francesco on October 15, 2021

• Albemarle Corporation (ALB $78.94)
  • $78.94 Cap: $9.28B
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• Global X Lithium & Battery Tech ETF (LIT $45.05)
  • $45.05 P/E (TTM): 122.7X Cap: $1.02B
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• iShares S&P Global Clean Energy Index Fund (ICLN $14.18)
  • $14.18 P/E (TTM): 48.22X Cap: $1.52B
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• Sociedad Quimica y Minera S.A. (SQM $45.25)
  • $45.25 P/E (TTM): 18.48X Cap: $12.92B
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• KraneShares CSI China Internet ETF (KWEB $37.40)
  • $37.40 P/E (TTM): 8.32X Cap: $8.19B
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• Plug Power Inc. (PLUG $1.54)
  • $1.54 Cap: $1.77B
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Q: I'm interested in these ETF themes, how would you rank them long term? Do you see any overlap between ICLN and LIT? And if I wanted to go the individual stock route instead of the ETF, what would be your top two individual stock picks within each ETF (either cad or us listed). Thank you!

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Read Answer Asked by Keith on October 15, 2021

Q: Has the smart money turned bearish? If so, what does that look like?

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Read Answer Asked by Shelley on October 15, 2021