Investment Q&A

Q: I have owned this pref for some time...I find it difficult to find info on US PFD"s...my question is do these have a reset feature like CDN Pfd's and similar call features or should one just consider them perpetual pfd's...many thanks

Upvote 1

Read Answer Asked by Cam on January 03, 2025

• SPDR S&P Regional Banking ETF (KRE $59.85)
  • $59.85 P/E (TTM): 28.8X Cap: $3.25B
  • View KRE Profile
  • View Questions on KRE
• Citizens Financial Group Inc. (CFG $47.30)
  • $47.30 P/E (TTM): 14.86X Cap: $20.26B
  • View CFG Profile
  • View Questions on CFG
• East West Bancorp Inc. (EWBC $99.26)
  • $99.26 P/E (TTM): 11.8X Cap: $13.61B
  • View EWBC Profile
  • View Questions on EWBC
• Truist Financial Corporation (TFC $43.42)
  • $43.42 Cap: $55.98B
  • View TFC Profile
  • View Questions on TFC

Q: Hi Team, please list your 3 favorite US Regional banks and a short explanation of why you like each.
Thanks and Happy Holidays to all.
Rob

Upvote 2

Read Answer Asked by Robert on January 03, 2025

• BMO S&P 500 Index ETF (ZSP $94.94)
  • $94.94 P/E (TTM): 57.09X Cap: $18.93B
  • View ZSP Profile
  • View Questions on ZSP

Q: I have some cash and would like to buy a US TFA that is listed on the TSX what ones would you suggest?
Thanks for your help
Dorothy

Upvote 3

Read Answer Asked by Dorothy on January 03, 2025

• SPDR S&P 500 ETF Trust (SPY $627.97)
  • $627.97 P/E (TTM): 57.48X Cap: $657.32B
  • View SPY Profile
  • View Questions on SPY
• Vanguard High Dividend Yield Indx ETF (VYM $134.27)
  • $134.27 P/E (TTM): 45.23X Cap: $59.57B
  • View VYM Profile
  • View Questions on VYM

Q: Hi gang ,
I am looking into buying between VYM OR VFMV. That would be in my granddaughter’s RESP account.
Which one would you prefer or do you have any alternative. Probably 10 years buy and forget.
Thanks. Happy holidays .
Alnoor

Upvote 5

Read Answer Asked by Alnoor on January 03, 2025

• Gatekeeper Systems Inc. (GSI $1.37)
  • $1.37 Cap: $123M
  • View GSI Profile
  • View Questions on GSI

Q: Can you reference your last comment on Gatekeeper Systems and has anything changed while you comment on their last earnings report and outlook going forward. Thank you and Merry Christmas to everyone and your families.

Upvote 3

Read Answer Asked by James on January 03, 2025

• BMO US High Dividend Covered Call ETF (ZWH $23.48)
  • $23.48 P/E (TTM): 42.96X Cap: $1.03B
  • View ZWH Profile
  • View Questions on ZWH
• BMO Canadian High Dividend Covered Call ETF (ZWC $18.76)
  • $18.76 P/E (TTM): 27.37X Cap: $1.70B
  • View ZWC Profile
  • View Questions on ZWC
• Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV $18.40)
  • $18.40 P/E (TTM): 34.21X Cap: $753M
  • View HDIV Profile
  • View Questions on HDIV
• Hamilton Enhanced U.S. Covered Call ETF (HYLD $13.67)
  • $13.67 P/E (TTM): 65.57X Cap: $821M
  • View HYLD Profile
  • View Questions on HYLD

Q: Best of the Season to all at 5i,

Please advise your most well thought of covered call ETFs. Leveraged and unleveraged.

Thanks very much.

Upvote 4

Read Answer Asked by Dave on January 03, 2025

Q: After AI, quantum computing will drive the next wave of the industrial revolution. Do you have any stock or ETF suggestions? Thanks!

Upvote 12

Read Answer Asked by Esther on January 03, 2025

• Booking Holdings Inc. (BKNG $5,457.86)
  • $5,457.86 P/E (TTM): 33.58X Cap: $177.47B
  • View BKNG Profile
  • View Questions on BKNG
• Ulta Beauty Inc. (ULTA $510.17)
  • $510.17 P/E (TTM): 19.86X Cap: $23.14B
  • View ULTA Profile
  • View Questions on ULTA
• Aritzia Inc. Subordinate Voting Shares (ATZ $73.78)
  • $73.78 P/E (TTM): 36.99X Cap: $8.44B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Crocs Inc. (CROX $102.00)
  • $102.00 P/E (TTM): 5.95X Cap: $5.62B
  • View CROX Profile
  • View Questions on CROX
• Uber Technologies Inc. (UBER $89.39)
  • $89.39 P/E (TTM): 15.22X Cap: $184.92B
  • View UBER Profile
  • View Questions on UBER

Q: I'm wallowing in Consumer Discretionary ideas. Can you please rank the following for most likely highest gains in 5 years? What would an ideal basket of 5 stocks be? Also would you be cautious on this sector in 2025?

ULTA, LULU, TSLA, UBER, AMZN, CELH, DOO, MG, ATZ, AAPL, BKNG, QSR, ONON, DOL, CROX

Upvote 17

Read Answer Asked by Kel on January 02, 2025

• Kinder Morgan Inc. (KMI $28.04)
  • $28.04 P/E (TTM): 24.22X Cap: $62.84B
  • View KMI Profile
  • View Questions on KMI
• Philip Morris International Inc (PM $164.14)
  • $164.14 P/E (TTM): 30.92X Cap: $253.70B
  • View PM Profile
  • View Questions on PM
• Royal Bank of Canada (RY $180.06)
  • $180.06 P/E (TTM): 19.19X Cap: $250.16B
  • View RY Profile
  • View Questions on RY
• Suncor Energy Inc. (SU $54.05)
  • $54.05 P/E (TTM): 10.88X Cap: $66.34B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $64.40)
  • $64.40 P/E (TTM): 23.56X Cap: $138.93B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $43.30)
  • $43.30 P/E (TTM): 11.97X Cap: $90.63B
  • View CNQ Profile
  • View Questions on CNQ
• National Bank of Canada (NA $144.77)
  • $144.77 P/E (TTM): 13.66X Cap: $56.11B
  • View NA Profile
  • View Questions on NA
• Pembina Pipeline Corporation (PPL $51.41)
  • $51.41 P/E (TTM): 16.75X Cap: $29.86B
  • View PPL Profile
  • View Questions on PPL
• Capital Power Corporation (CPX $57.13)
  • $57.13 P/E (TTM): 12.1X Cap: $7.87B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• Cenovus Energy Inc (CVE $15.12)
  • $15.12 P/E (TTM): 13.62X Cap: $27.55B
  • View CVE Profile
  • View Questions on CVE
• Ares Management Corporation Class A (ARES $187.98)
  • $187.98 P/E (TTM): 104.89X Cap: $61.39B
  • View ARES Profile
  • View Questions on ARES
• Bank of Nova Scotia (The) (BNS $55.63)
  • $55.63 P/E (TTM): 16.04X Cap: $69.73B
  • View BNS Profile
  • View Questions on BNS
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.82)
  • $84.82 P/E (TTM): 43.34X Cap: $133.06B
  • View BAM Profile
  • View Questions on BAM

Q: Hi,

Looking for a few less volatile dividend payers with some growth over the next few years to balance some of my growth stocks. Can u recommend 2-3 -either of the stocks I have listed or others I'm unaware of?

Upvote 24

Read Answer Asked by Graeme on January 02, 2025

• Cineplex Inc. (CGX $10.63)
  • $10.63 Cap: $674M
  • View CGX Profile
  • View Questions on CGX
  • View Reports on CGX

Q: Happy New Year! Looking for some direction on Cineplex. I've held about 2000 shares since 2009 with an average cost of $23.00. I missed selling it off when the pandemic hit and am wondering if I should continue holding out hope it might come back to levels close to $20.00, or should I cut my losses? I don't have any gains to be offset by taking a loss right now. I am planning to retire within the next two years. Thank-you.

Upvote 3

Read Answer Asked by John on January 02, 2025

• VeriSign Inc. (VRSN $268.23)
  • $268.23 P/E (TTM): 32.44X Cap: $24.93B
  • View VRSN Profile
  • View Questions on VRSN

Q: Can you give me insight on this stock I know nothing about it? Warren Buffett was raising cash near the end if 2024 and now buying Verisign. Is it a large amount? What upside do you see for this stock? Will everyone be jumping in the bandwagon?

Does it have good financials, management, insider ownership and what’s the outlook for it’s sector/industry? Thank you and looking forward to the great service in the New Year.

Upvote 5

Read Answer Asked by James on January 02, 2025

• iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) (XUH $51.07)
  • $51.07 P/E (TTM): 10.43X Cap: $406M
  • View XUH Profile
  • View Questions on XUH
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $57.14)
  • $57.14 P/E (TTM): 55.7X Cap: $3.69B
  • View XQQ Profile
  • View Questions on XQQ
• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $100.75)
  • $100.75 P/E (TTM): 24.95X Cap: $4.65B
  • View VSP Profile
  • View Questions on VSP

Q: Are there any broad US market ETF's that I can buy in Canadian dollars that will be neutral to whether the Canadian dollar goes up or down vs the US. I am worried that if I convert too much money to USD at the current rate, it might backfire on me if our dollar somehow rallies, (which seems unlikely right now, but who knows)

Upvote 13

Read Answer Asked by Maria on January 02, 2025

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $75.53)
  • $75.53 P/E (TTM): 1.24X Cap: $615M
  • View XIT Profile
  • View Questions on XIT
• INVESCO QQQ Trust (QQQ $560.27)
  • $560.27 P/E (TTM): 59.46X Cap: $360.45B
  • View QQQ Profile
  • View Questions on QQQ
• Technology Select Sector SPDR ETF (XLK $260.12)
  • $260.12 P/E (TTM): 83.21X Cap: $83.67B
  • View XLK Profile
  • View Questions on XLK
• VanEck Vectors Semiconductor ETF (SMH $287.10)
  • $287.10 P/E (TTM): 70.32X Cap: $26.61B
  • View SMH Profile
  • View Questions on SMH

Q: Your best 3 choices for both Cdn.$ Tech ETF and US$ Tech ETF.

Upvote 8

Read Answer Asked by Terry on January 02, 2025

• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.71B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• EQB Inc. (EQB $103.74)
  • $103.74 P/E (TTM): 10.54X Cap: $3.93B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• AAON Inc. (AAON $83.38)
  • $83.38 P/E (TTM): 42.75X Cap: $6.56B
  • View AAON Profile
  • View Questions on AAON
• Eagle Materials Inc (EXP $225.45)
  • $225.45 P/E (TTM): 16.02X Cap: $7.31B
  • View EXP Profile
  • View Questions on EXP
• SPS Commerce Inc. (SPSC $109.20)
  • $109.20 P/E (TTM): 48.54X Cap: $4.05B
  • View SPSC Profile
  • View Questions on SPSC
• Lumine Group Inc. (LMN $53.00)
  • $53.00 Cap: $13.37B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hello,

What would be your top mid-cap stocks for both the CDN and US stocks for contribution into TFSAs?

You're often asked for small-cap companies so wondering if we could go up a notch in the rankings to see what your thoughts are....

As always, many thanks for your help and wishing you well in 2025!

Upvote 32

Read Answer Asked by Cathy on January 02, 2025

• Zedcor Inc. (ZDC $4.01)
  • $4.01 P/E (TTM): 105.41X Cap: $405M
  • View ZDC Profile
  • View Questions on ZDC
• WELL Health Technologies Corp. (WELL $4.72)
  • $4.72 Cap: $1.15B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Hello 5i
First I'd like to thank you for all your help this year! I'm a longtime subscriber and the advice and guidance you have provided has been life changing.
Now the hard(er) part. Can you give me your top 2-3 current momentum names to hold for a 3-4 month hold(gamble)?
Thank you so much
Dave

Upvote 16

Read Answer Asked by Dave on January 02, 2025

• VersaBank (VBNK $15.29)
  • $15.29 P/E (TTM): 14.67X Cap: $497M
  • View VBNK Profile
  • View Questions on VBNK
  • View Reports on VBNK

Q: See any reason to not add at these prices? I have a half position.

Upvote 5

Read Answer Asked by Jordan on January 02, 2025

• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 56.04X Cap: $4.39T
  • View NVDA Profile
  • View Questions on NVDA
• TerraVest Industries Inc. (TVK $156.13)
  • $156.13 P/E (TTM): 41.76X Cap: $3.25B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.31)
  • $127.31 P/E (TTM): 18.62X Cap: $1.47B
  • View HPS.A Profile
  • View Questions on HPS.A
• Advanced Micro Devices Inc. (AMD $174.31)
  • $174.31 P/E (TTM): 125.33X Cap: $286.63B
  • View AMD Profile
  • View Questions on AMD
• Domino's Pizza Inc (DPZ $447.13)
  • $447.13 P/E (TTM): 27.07X Cap: $15.17B
  • View DPZ Profile
  • View Questions on DPZ
• Medpace Holdings Inc. (MEDP $436.30)
  • $436.30 P/E (TTM): 31.46X Cap: $12.14B
  • View MEDP Profile
  • View Questions on MEDP
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.47)
  • $232.47 P/E (TTM): 30.78X Cap: $1.20T
  • View TSM Profile
  • View Questions on TSM

Q: I currently hold the following securities in my TFSA:
AMD - 8.89 %
BAM - 7.76 %
BN - 12.99 %
CROX - 12.59 %
GSY - 16.11 %
IFC - 9.07 %
LMN - 12.16 %
TFII - 9.78 %
TOI - 8.86 %

In 2024 I added IFC and TFII to the portfolio. Thank you.
AMD is the only holding in the red. What is your opinion on AMD's future prospects?
Looking for ideas on where to invest the 2025 contributions. Add to an existing position or take on a new holding?
Thank you for the great service (just renewed my membership)
Happy New Year.
Francisco

Upvote 17

Read Answer Asked by Francisco on January 02, 2025

• iShares MSCI South Korea ETF (EWY $72.89)
  • $72.89 Cap: $5.18B
  • View EWY Profile
  • View Questions on EWY

Q: I'm looking for a way to invest in Korea given its long term prospects vs the short-term volatility and negativity due to the political events happening in the country. When I look at the RSI for this ETF it's at 30 which indicates it's becoming highly oversold.

I realise Korea growth is forecasted to be slower than the US but I'm looking for a bit of geographical diversification.

Any good ETFs to suggest to play this investment thesis?

Upvote 2

Read Answer Asked by Cathy on January 02, 2025

• ServiceNow Inc. (NOW $905.12)
  • $905.12 P/E (TTM): 116.1X Cap: $188.26B
  • View NOW Profile
  • View Questions on NOW
• Cadence Design Systems Inc. (CDNS $360.50)
  • $360.50 P/E (TTM): 90.6X Cap: $98.23B
  • View CDNS Profile
  • View Questions on CDNS
• Synopsys Inc. (SNPS $628.50)
  • $628.50 P/E (TTM): 72.62X Cap: $98.68B
  • View SNPS Profile
  • View Questions on SNPS
• Uber Technologies Inc. (UBER $89.39)
  • $89.39 P/E (TTM): 15.22X Cap: $184.92B
  • View UBER Profile
  • View Questions on UBER
• Airbnb Inc. (ABNB $129.96)
  • $129.96 P/E (TTM): 32.49X Cap: $82.03B
  • View ABNB Profile
  • View Questions on ABNB

Q: Happy New year to everyone!

My TFSA is strictly US growth. I'm looking at the software space as I'm tech oriented.

I do own MSFT, ORCL on it's recent decline.

Some of the players are fairly expensive or have some negative momentum. NOW, SNPS, CDNS are 3 candidates.

Would you have a preference of these looking forward accounting for current value etc?
A top tier selection that isn't one of these?

I'm looking for your thoughts and a reasonable entry. Of course this is 3+ year hold.

Thank you very much.

Upvote 9

Read Answer Asked by Adam on January 02, 2025

• Royal Bank of Canada (RY $180.06)
  • $180.06 P/E (TTM): 19.19X Cap: $250.16B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $100.53)
  • $100.53 P/E (TTM): 10.24X Cap: $172.40B
  • View TD Profile
  • View Questions on TD
• Enbridge Inc. (ENB $64.40)
  • $64.40 P/E (TTM): 23.56X Cap: $138.93B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $101.51B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Intact Financial Corporation (IFC $288.50)
  • $288.50 P/E (TTM): 22.88X Cap: $51.45B
  • View IFC Profile
  • View Questions on IFC
• ARC Resources Ltd. (ARX $27.46)
  • $27.46 P/E (TTM): 12.1X Cap: $6.01B
  • View ARX Profile
  • View Questions on ARX
• Tourmaline Oil Corp. (TOU $57.95)
  • $57.95 P/E (TTM): 17.09X Cap: $21.68B
  • View TOU Profile
  • View Questions on TOU
• WSP Global Inc. (WSP $285.34)
  • $285.34 P/E (TTM): 51.42X Cap: $36.74B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Thomson Reuters Corporation (TRI $275.03)
  • $275.03 P/E (TTM): 42.38X Cap: $124.98B
  • View TRI Profile
  • View Questions on TRI
• Tamarack Valley Energy Ltd. (TVE $5.40)
  • $5.40 P/E (TTM): 11.3X Cap: $2.73B
  • View TVE Profile
  • View Questions on TVE
• Agnico Eagle Mines Limited (AEM $134.55)
  • $134.55 P/E (TTM): 26.83X Cap: $67.64B
  • View AEM Profile
  • View Questions on AEM
• Brookfield Corporation Class A Limited Voting Shares (BN $92.58)
  • $92.58 P/E (TTM): 234.96X Cap: $152.52B
  • View BN Profile
  • View Questions on BN
• Lumine Group Inc. (LMN $53.00)
  • $53.00 Cap: $13.37B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Happy New Year Everyone. Thanks so much for your much appreciated service. I have $10,000 to deploy in an RESP account for three grandchildren with a 10-15 yr time horizon. What are three new stock ideas along with suggestions on what current stocks I could add to assuming they are equal weightings. Current stocks: AEM, ARX, BN, CSU, ENB, IFC, LMN, RY, TD, TOU, TRI, TVE and WSP. Thanks.

Upvote 13

Read Answer Asked by Dona on January 02, 2025