Investment Q&A

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $98.82)
  • $98.82 Cap: $2.10B
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $67.55)
  • $67.55 P/E (TTM): 68.42X Cap: $896M
  • View VGH Profile
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• Vanguard Dividend Appreciation FTF (VIG $210.07)
  • $210.07 P/E (TTM): 68.92X Cap: $93.53B
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Q: Good Morning
Is there an unhedged version of VGH ?
Can you recommend any other unhedged ETF similar to VIG but listed in the Toronto Stock Exchange ?
Thank you

Upvote 4

Read Answer Asked by Terry on January 13, 2025

• Royal Bank of Canada (RY $188.61)
  • $188.61 P/E (TTM): 20.08X Cap: $263.62B
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• Bank of Nova Scotia (The) (BNS $78.22)
  • $78.22 P/E (TTM): 16.29X Cap: $97.16B
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• BCE Inc. (BCE $35.03)
  • $35.03 P/E (TTM): 73.41X Cap: $32.20B
  • View BCE Profile
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• Sun Life Financial Inc. (SLF $80.21)
  • $80.21 P/E (TTM): 14.51X Cap: $45.35B
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• Restaurant Brands International Inc. (QSR $90.02)
  • $90.02 P/E (TTM): 24.46X Cap: $40.98B
  • View QSR Profile
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• Northland Power Inc. (NPI $21.09)
  • $21.09 P/E (TTM): 22.24X Cap: $5.78B
  • View NPI Profile
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• North West Company Inc. (The) (NWC $48.71)
  • $48.71 P/E (TTM): 17.36X Cap: $2.33B
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• Exchange Income Corporation (EIF $73.62)
  • $73.62 P/E (TTM): 29.76X Cap: $3.85B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $45.55)
  • $45.55 Cap: $17.04B
  • View BEPC Profile
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Q: These 9 stocks were approximately equally weighted in unregistered dividend account before NPI and BCE took a big dive. The overall yield of the account is around 4.8% which I have been happy with, but the loss of capital in the 2 mentioned is troubling.

Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.


Question 1. Should I take the loss on these two and redeploy into the other holdings?

Question 2. Any glaring omissions in this account which you think I should add in here?

Upvote 8

Read Answer Asked by Jim on January 13, 2025

• iShares Russell 2000 Growth ETF (IWO $300.45)
  • $300.45 P/E (TTM): 51.69X Cap: $12.28B
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• iShares MSCI World Index ETF (XWD $104.07)
  • $104.07 P/E (TTM): 56.55X Cap: $1.28B
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• RBC Quant U.S. Dividend Leaders ETF (RUD $26.49)
  • $26.49 P/E (TTM): 40.09X Cap: $762M
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• Vanguard S&P 500 Index ETF (VFV $158.58)
  • $158.58 P/E (TTM): 82.03X Cap: $24.74B
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• Financial Select Sector SPDR (XLF $53.01)
  • $53.01 P/E (TTM): 43.38X Cap: $52.92B
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• Vanguard S&P 500 ETF (VOO $592.85)
  • $592.85 P/E (TTM): 81.1X Cap: $691.12B
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• Vanguard Dividend Appreciation FTF (VIG $210.07)
  • $210.07 P/E (TTM): 68.92X Cap: $93.53B
  • View VIG Profile
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• Vanguard High Dividend Yield Indx ETF (VYM $137.39)
  • $137.39 P/E (TTM): 54.22X Cap: $61.98B
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Q: I currently own a full weigh of the above listed ETFs and in light of President Trump's economic policies that are likely to benefit the financial sector, I'm looking at possibly adding XLF: US ETF to my US$ Non Registered account.


Q1. What would be your best idea for US$ ETF to add to a US$ Non Registered account at this time along with your rational for this choice?

Q2.What are your thoughts on XLF:US in terms of potential return for 2025 and the remainder of the Trump presidency?

Thank you and I look forward to your response.
Francesco

Upvote 4

Read Answer Asked by Francesco on January 13, 2025

• BlackBerry Limited (BB $5.08)
  • $5.08 Cap: $3.08B
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Q: Hello 5i Team
I have noticed that Black Berry stock has started to rise in price, is it because of improved fundamentals ? Is this a company that you would recommend for a 3 year purchase?
Thank you

Upvote 2

Read Answer Asked by claudio on January 13, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $90.61)
  • $90.61 P/E (TTM): 234.26X Cap: $135.53B
  • View BN Profile
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Q: Hello 5i

If BN is the only Brockfield Group stock in a portfolio. As a diversified conglomerate, up to what weighting percentage can it be held without becoming a bet on a stock?

Thanks

Upvote 15

Read Answer Asked by Charles on January 13, 2025

• Brookfield Corporation Class A Limited (BN $65.60)
  • $65.60 P/E (TTM): 234.26X Cap: $99.07B
  • View BN Profile
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Q: Given Fridays sharp pullback would you consider this an ideal entry point?

Upvote 15

Read Answer Asked by Kim on January 13, 2025

• Global X S&P 500 Index Corporate Class ETF (HXS $92.04)
  • $92.04 Cap: $4.71B
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Q: As a follow up to my question on January 8 regarding ETFs you suggested ZSP to represent S&P 500
Would HXS be a better alternative since there will be no withholding tax in the TFSA as per asked by Danny boy on January 10?

Upvote 2

Read Answer Asked by Indra on January 13, 2025

• OppFi Inc. Class A (OPFI $10.57)
  • $10.57 Cap: $922M
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Q: Can you please provide some feedback on OPFI? Is there a reason why there was a surge in price today? Thanks!

Upvote 1

Read Answer Asked by Neeraj on January 13, 2025

• Enbridge Inc. (ENB $66.55)
  • $66.55 P/E (TTM): 22.93X Cap: $143.16B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.59)
  • $53.59 P/E (TTM): 31.32X Cap: $2.09B
  • View AND Profile
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Q: Thanks for your reply on the effects of Trump tariffs on various stocks I own . I will be doing a little re-balancing based on your answers . However you didn't opine on two on the list . ENB which I would suspect may be affected by a tariff on oil and AND which has both Canadian and American operations though I'm not sure of how much of each they have. Thanks again for your terrific service ......

Upvote 3

Read Answer Asked by Garth on January 13, 2025

• Goldman Sachs Group Inc. (The) (GS $747.20)
  • $747.20 P/E (TTM): 16.38X Cap: $225.43B
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• Morgan Stanley (MS $148.51)
  • $148.51 P/E (TTM): 17.27X Cap: $235.87B
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Q: Hi!

Regarding these 2 companies which one has more growth prospects, better value for 2025? Are they overlapping businesses or complimentary to each other? I have a nice gain in MS thinking about trimming and buying some GS.

Ok thanks!

Upvote 2

Read Answer Asked by Robert on January 13, 2025

• iShares S&P/TSX 60 Index ETF (XIU $41.99)
  • $41.99 P/E (TTM): 14.6X Cap: $17.71B
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Q: I am trying to understand how an ETF like XIU works. Does a shareholder actually own any stocks when they own this etf, or do they just own shares in a fund that tracks the TSX 60, but doesn't actually own the individual companies?

Upvote 3

Read Answer Asked by Maria on January 13, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $33.56)
  • $33.56 Cap: $22.07B
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Q: I note that dividends from this firm may be subject to withholding tax.
Can you name any Canadian companies who pay dividends/distributions in US dollars, and who might NOT be subject to holding tax?
I would prefer it if you knew firms who pay in excess of 5% dividends.
Thanks!
Paul

Upvote 4

Read Answer Asked by Paul on January 13, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.71)
  • $127.71 P/E (TTM): 19.83X Cap: $1.57B
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Q: You have remained quite positive on Hammond.
Can you advise where their products are produced (I suspect most products for NA are produced in Mexico, therefore subject to any Trump tarries on Mexico, but I may be wrong).
Also do they have the capability of doing some manufacturing in the US

Upvote 7

Read Answer Asked by Robert on January 13, 2025

• Superior Plus Corp. (SPB $6.79)
  • $6.79 P/E (TTM): 72.92X Cap: $1.54B
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• South Bow Corporation (SOBO $38.30)
  • $38.30 P/E (TTM): 20.33X Cap: $7.97B
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Q: I would like to sell SPB. I have a small position in SOBO so wondered if this is a good replacement for SPB ? This is for a RRSP account .
Thanks

Upvote 4

Read Answer Asked on January 13, 2025

• BMO S&P 500 Index ETF (ZSP $97.80)
  • $97.80 P/E (TTM): 80.29X Cap: $19.42B
  • View ZSP Profile
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• Vanguard S&P 500 ETF (VOO $592.85)
  • $592.85 P/E (TTM): 81.1X Cap: $691.12B
  • View VOO Profile
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• Vanguard Mega Cap Growth ETF (MGK $389.51)
  • $389.51 P/E (TTM): 80.96X Cap: $27.38B
  • View MGK Profile
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• Evolve FANGMA Index ETF (TECH $20.29)
  • $20.29 P/E (TTM): 91.01X Cap: $97M
  • View TECH Profile
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Q: Can you please recommend an equivalent ETF to VOO or MGK that is denominated in Cdn dollars. Thank you.

Upvote 2

Read Answer Asked by Greg on January 13, 2025

• Alphabet Inc. (GOOGL $202.94)
  • $202.94 P/E (TTM): 21.68X Cap: $2.45T
  • View GOOGL Profile
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Q: hi
do you have any thoughts on the effects of a Google "break-up" of assets, which could include a forced sell of "chrome"?
any thoughts on the likelihood of this with the new president?
cheers, Chris

Upvote 7

Read Answer Asked by chris on January 13, 2025

• Wajax Corporation (WJX $22.85)
  • $22.85 P/E (TTM): 11.99X Cap: $499M
  • View WJX Profile
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Q: How low would this need to go to become attractive. Is the market already suggesting a dividend cut may be on the way?

Upvote 1

Read Answer Asked by Jim on January 13, 2025

• BeWhere Holdings Inc. (BEW $0.84)
  • $0.84 Cap: $78M
  • View BEW Profile
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Q: After market closed on Jan 8,BEW announced a US$600k acquistion payable by US$250K cash & issuance of of 690141 shs @ 0.71 = US$350k. Positive response as up .04 to 0.73 today.Please comment and going forward.Add,Hold or Sell. Txs for u usual great services & view. All the Best for the New Year

Upvote 1

Read Answer Asked by Peter on January 13, 2025

• Sylogist Ltd. (SYZ $8.05)
  • $8.05 Cap: $213M
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Q: Hello 5i
Since last earnings and most recent Q&A in 5i (Nov 7) this share price has been falling.

Is the price action related to the previous earnings miss or earnings growth expectations changing due to business or Tariff concerns?

With a 5 year view on this name, does one just continue to hold through the downside volatility with anticipation for better future earnings and share price?

Thank

Upvote 3

Read Answer Asked by David on January 13, 2025

• Westgold Resources Limited Ordinary shares (WGX $2.68)
  • $2.68 P/E (TTM): 38.57X Cap: $2.50B
  • View WGX Profile
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Q: The company news release sounds like optimistic talk covering up lower production. This being a new merger I cannot tell if this is rhetoric - spinning bad news, or progress being made, higher production and profitability around the corner? Your take on this please.

Upvote 3

Read Answer Asked by Harry on January 13, 2025