Investment Q&A

• Abbott Laboratories (ABT $131.36)
  • $131.36 P/E (TTM): 16.85X Cap: $228.62B
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Q: Abbott is kind of a sleeper, and I would like to sell for a tax loss. Would you agree with this or is it more of a buy at this price? What equity would be similar to ABT as a replacement?
Thank You!
Albert

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Read Answer Asked by ALBERT on November 29, 2022

• Dream Office Real Estate Investment Trust (D.UN $16.40)
  • $16.40 Cap: $306M
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Q: Hello 5i
Could I have current thoughts on Dream Office REIT please?
Thanks

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Read Answer Asked by mike on November 29, 2022

Q: I subscribe to Stockwatch, the globe and mail, Wall street Journal , Barrons and bloomberg.com yet I still seem to miss company news when it is not issued as a press release. eg analyst upgrade, story on the company not from those sources, etc.
Is there one site that offers all that information? I am assuming it would be a paid site.

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Read Answer Asked by Murray on November 29, 2022

• Apple Inc. (AAPL $227.18)
  • $227.18 P/E (TTM): 34.8X Cap: $3.37T
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• Alphabet Inc. (GOOGL $201.00)
  • $201.00 P/E (TTM): 21.47X Cap: $2.43T
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Q: What do you think of the idea of selling half of my Apple shares in my Rrsp and using those proceed to purchase Google?

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Read Answer Asked by Terry on November 29, 2022

• Dye & Durham Limited (DND $10.81)
  • $10.81 Cap: $726M
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Q: What normally happens, or what options are available, to a company that has a substantial issuer bid but isn't able to attract enough attention from shareholders to redeem the full amount of the bid?

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Read Answer Asked by Edgar on November 29, 2022

• Vanguard FTSE Developed Europe All Cap Index ETF (VE $41.36)
  • $41.36 P/E (TTM): 33.73X Cap: $408M
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• Boyd Group Services Inc. (BYD $190.44)
  • $190.44 P/E (TTM): 221.11X Cap: $4.08B
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Q: i WILL BE UPLOADING $6,500 FROM MY INVERSTMENT ACCOUNT TO MY TFSA EARLY IN JAUARY.

I'm thinking of uploading BYD, CIGI, TCS or VE.
John

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Read Answer Asked by John on November 29, 2022

• Vanguard Dividend Appreciation FTF (VIG $206.72)
  • $206.72 P/E (TTM): 68.92X Cap: $92.09B
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• SPDR S&P 500 ETF Trust (SPY $635.92)
  • $635.92 P/E (TTM): 57.48X Cap: $650.75B
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• INVESCO QQQ Trust (QQQ $572.85)
  • $572.85 P/E (TTM): 59.46X Cap: $362.47B
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Q: I asked in a previous question if you favoured SPY or VIG, you sided with SPY. So brings me to SPY vs QQQ. Bat the average with SPY or gamble on the more tech heavy QQQ rebounding stronger and looking like a good buying opportunity. I am slightly underweight tech so would beef up my tech holdings as well

longterm hold, registered account, hybrid balanced/income follower.

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Read Answer Asked by Tom on November 29, 2022

• Savaria Corporation (SIS $21.32)
  • $21.32 P/E (TTM): 30.25X Cap: $1.52B
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Q: I'm a Loyal Holder of Savaria. Like the Company. Past month stock has risen 17%. Has there been any news of late? And what do you forecast for the Future. Thanks so much. Barry from Montréal

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Read Answer Asked by Barry on November 29, 2022

• Atlas Cloud Enterprises Inc (AKE)
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Q: What is their balance sheet. Could you please comment on their outlook?

Thanks,
Milan

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Read Answer Asked by Milan on November 29, 2022

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hello 5i,
Can you tell me your preference between SQ and NVEI please?
Are they different enough to hold both and which is your preference?
Thanks
Dave

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Read Answer Asked by Dave on November 28, 2022

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.49)
  • $13.49 P/E (TTM): 16.64X Cap: $1.04B
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• BMO Aggregate Bond Index ETF (ZAG $13.77)
  • $13.77 Cap: $11.19B
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• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.52)
  • $18.52 Cap: $794M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.64)
  • $16.64 Cap: $822M
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• PIMCO Monthly Income Fund (Canada) Series F (PMO205 $12.54)
  • $12.54 P/E (TTM): 4.0X
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Q: hello 5i:
We hold the Pimco Monthly Income Fund as our sole Global Fixed Income contributor. We are not displeased with it, but wonder if you favour another ETF, or mutual fund, that could replace it, or complement it. We would probably expect at least a 4.5% distribution. Ideas?
thanks
Paul L

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Read Answer Asked by Paul on November 28, 2022

• Cenovus Energy Inc. (CVE $20.00)
  • $20.00 P/E (TTM): 14.42X Cap: $36.45B
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Q: What is your perspective on Cenovus compared to Suncor and CNQ for a 2% allocation in a well diversified Canadian/US equity portfolio?

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Read Answer Asked by JAMES on November 28, 2022

• Bank of America Corporation (BAC $46.16)
  • $46.16 P/E (TTM): 13.49X Cap: $341.90B
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• JPMorgan Chase & Co. (JPM $289.56)
  • $289.56 P/E (TTM): 14.17X Cap: $796.21B
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• Lowe's Companies Inc. (LOW $239.85)
  • $239.85 P/E (TTM): 19.95X Cap: $134.41B
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• Pfizer Inc. (PFE $24.58)
  • $24.58 P/E (TTM): 17.81X Cap: $139.75B
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• Target Corporation (TGT $104.01)
  • $104.01 P/E (TTM): 11.57X Cap: $47.25B
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• Bank of Nova Scotia (The) (BNS $77.30)
  • $77.30 P/E (TTM): 16.15X Cap: $96.28B
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• Brookfield Renewable Partners L.P. (BEP.UN $34.01)
  • $34.01 Cap: $22.38B
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• Maple Leaf Foods Inc. (MFI $33.37)
  • $33.37 P/E (TTM): 44.56X Cap: $4.13B
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• Kinaxis Inc. (KXS $196.15)
  • $196.15 P/E (TTM): 428.71X Cap: $5.51B
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• Premium Brands Holdings Corporation (PBH $93.50)
  • $93.50 P/E (TTM): 35.01X Cap: $4.19B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.38)
  • $203.38 P/E (TTM): 123.17X Cap: $263.86B
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• Savaria Corporation (SIS $21.32)
  • $21.32 P/E (TTM): 30.25X Cap: $1.52B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.73)
  • $6.73 P/E (TTM): 20.53X Cap: $727M
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
  • $12.06 P/E (TTM): 25.71X Cap: $3.52B
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• Digital Turbine Inc. (APPS $4.29)
  • $4.29 Cap: $463M
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• Unity Software Inc. (U $33.19)
  • $33.19 Cap: $14.02B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: Can you supply a few suggestions of dividend stocks that may be good to purchase during tax loss selling? Canadian and US if possible.
A few growth stocks would be a good balance to this question as well! Thanks, James

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Read Answer Asked by JAMES on November 28, 2022

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• TMX Group Limited (X $56.66)
  • $56.66 P/E (TTM): 37.97X Cap: $15.75B
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• Magellan Aerospace Corporation (MAL $16.95)
  • $16.95 P/E (TTM): 24.36X Cap: $968M
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Q: Have a bit of cash I want to add deploy to one of MAL, PLC, X. Preference right now? Longterm hold, unregistered account, hybrid of income/balanced follower. Yes they are very different and yes this is a market timing question!

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Read Answer Asked by Tom on November 28, 2022

• Exxon Mobil Corporation (XOM $105.83)
  • $105.83 P/E (TTM): 14.16X Cap: $451.17B
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• Shell PLC American Depositary Shares (each representing two (2)) (SHEL $71.41)
  • $71.41 P/E (TTM): 45.33X Cap: $212.11B
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Q: What are the reasons that SHELL under performed XOM on both short term and long term basis? What are the catalysts for SHELL to narrow the gap?

Thanks.

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Read Answer Asked by Liping on November 28, 2022

• Datametrex AI Limited (DM $0.09)
  • $0.09 Cap: $1M
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Q: Can you comment on the latest quarterly results recently released? Thank you.

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Read Answer Asked by Earl on November 28, 2022

• Vanguard Dividend Appreciation FTF (VIG $206.72)
  • $206.72 P/E (TTM): 68.92X Cap: $92.09B
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• SPDR S&P 500 ETF Trust (SPY $635.92)
  • $635.92 P/E (TTM): 57.48X Cap: $650.75B
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Q: I have a bit of USD cash to deploy. VIG or SPY. longterm hold, RSP account, balanced/income hybrid follower. Bat for the average with SPY or slightly lower beta with VIG.

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Read Answer Asked by Tom on November 28, 2022

• Intuit Inc. (INTU $706.09)
  • $706.09 P/E (TTM): 60.89X Cap: $196.96B
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Q: Good day your thoughts please on INTU
Thanks again

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Read Answer Asked by George on November 28, 2022

• Tesla Inc. (TSLA $339.03)
  • $339.03 P/E (TTM): 190.55X Cap: $1.09T
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Q: Please comments on Tsla, what would be a great entry price to buy? Many thanks.

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Read Answer Asked by Hue on November 28, 2022

• The Walt Disney Company (DIS $112.55)
  • $112.55 P/E (TTM): 22.94X Cap: $202.35B
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• Methanex Corporation (MX $44.70)
  • $44.70 P/E (TTM): 9.81X Cap: $3.01B
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• Algonquin Power & Utilities Corp. (AQN $7.84)
  • $7.84 Cap: $6.01B
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• Atlassian Corporation (TEAM $159.28)
  • $159.28 Cap: $41.81B
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• Roku Inc. (ROKU $81.99)
  • $81.99 Cap: $12.07B
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• Pinterest Inc. Class A (PINS $34.19)
  • $34.19 P/E (TTM): 12.78X Cap: $23.24B
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• Digital Turbine Inc. (APPS $4.29)
  • $4.29 Cap: $463M
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• Palantir Technologies Inc. (PLTR $182.68)
  • $182.68 P/E (TTM): 812.87X Cap: $433.37B
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Q: Hello 5i
Could you provide an indication as to buyhold/sell - all are current holdings but some due to declines have reduced to < 1% . I'm looking to rebalance overall and these need addressing with possibly topping up, selling or doing nothing ... ignore sector weights please. Already held for some time and any that I decide will remain will be held for the long term
Thanks

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Read Answer Asked by mike on November 28, 2022