Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $318.68)
  • $318.68 P/E (TTM): 22.36X Cap: $12.30B
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• iShares MSCI World Index ETF (XWD $107.84)
  • $107.84 P/E (TTM): 26.81X Cap: $1.43B
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• RBC Quant U.S. Dividend Leaders ETF (RUD $27.36)
  • $27.36 P/E (TTM): 20.73X Cap: $787M
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• Vanguard S&P 500 Index ETF (VFV $162.87)
  • $162.87 P/E (TTM): 26.01X Cap: $27.65B
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• State Street Financial Select Sector SPDR ETF (XLF $49.22)
  • $49.22 P/E (TTM): 16.77X Cap: $46.51B
  • View XLF Profile
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• Vanguard S&P 500 ETF (VOO $615.19)
  • $615.19 P/E (TTM): 26.2X Cap: $826.06B
  • View VOO Profile
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• Vanguard Dividend Appreciation FTF (VIG $219.18)
  • $219.18 P/E (TTM): 24.38X Cap: $100.13B
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• Vanguard High Dividend Yield Indx ETF (VYM $149.49)
  • $149.49 P/E (TTM): 19.6X Cap: $67.91B
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Q: I currently own a full weigh of the above listed ETFs and in light of President Trump's economic policies that are likely to benefit the financial sector, I'm looking at possibly adding XLF: US ETF to my US$ 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 $4.54)
  • $4.54 Cap: $2.69B
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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 $53.51)
  • $53.51 P/E (TTM): 77.5X Cap: $118.35B
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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 $39.12)
  • $39.12 P/E (TTM): 77.5X Cap: $85.70B
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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 $94.74)
  • $94.74 Cap: $5.64B
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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 $8.29)
  • $8.29 Cap: $704M
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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 $74.30)
  • $74.30 P/E (TTM): 28.41X Cap: $162.10B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
  • $54.97 P/E (TTM): 31.81X Cap: $2.14B
  • 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 $794.06)
  • $794.06 P/E (TTM): 15.25X Cap: $232.12B
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• Morgan Stanley (MS $155.34)
  • $155.34 P/E (TTM): 15.17X Cap: $245.15B
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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 $48.17)
  • $48.17 P/E (TTM): 18.08X Cap: $20.57B
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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 4

Read Answer Asked by Maria on January 13, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $41.96)
  • $41.96 Cap: $28.20B
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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 $182.25)
  • $182.25 P/E (TTM): 27.13X Cap: $2.18B
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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 $6.63)
  • $6.63 P/E (TTM): 13.07X Cap: $1.43B
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• South Bow Corporation (SOBO $46.14)
  • $46.14 P/E (TTM): 20.25X Cap: $9.58B
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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 $100.44)
  • $100.44 P/E (TTM): 25.46X Cap: $20.64B
  • View ZSP Profile
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• Vanguard S&P 500 ETF (VOO $615.19)
  • $615.19 P/E (TTM): 26.2X Cap: $826.06B
  • View VOO Profile
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• Vanguard Mega Cap Growth ETF (MGK $383.45)
  • $383.45 P/E (TTM): 36.68X Cap: $31.83B
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• Evolve FANGMA Index ETF (TECH $19.38)
  • $19.38 P/E (TTM): 28.75X Cap: $96M
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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 $304.87)
  • $304.87 P/E (TTM): 27.96X Cap: $3.65T
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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 $32.55)
  • $32.55 P/E (TTM): 15.28X Cap: $704M
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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 $0.86)
  • $0.86 P/E (TTM): 88.0X Cap: $78M
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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 $3.72)
  • $3.72 Cap: $85M
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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 $5.69)
  • $5.69 Cap: $5.43B
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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

• Costco Wholesale Corporation (COST $1,000.86)
  • $1,000.86 P/E (TTM): 70.08X Cap: $447.39B
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• Meta Platforms Inc. (META $624.50)
  • $624.50 P/E (TTM): 26.13X Cap: $1.55T
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• Amphenol Corporation (APH $136.06)
  • $136.06 P/E (TTM): 40.1X Cap: $164.61B
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• Element Solutions Inc. (ESI $31.38)
  • $31.38 P/E (TTM): 39.23X Cap: $7.32B
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• Roblox Corporation Class A (RBLX $57.80)
  • $57.80 Cap: $39.98B
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Q: I have a small position in Element Solutions and am thinking of adding to it but can't find any previous questions. I'm also thinking of adding to Amphenol and starting a new position Roblox, Meta and Costco.. This would be in the growth portion of my portfolio. Or I could add to Vertiv and Axon. I have about 70k USD to deploy.

Thanks

Upvote 5

Read Answer Asked by Andrea on January 13, 2025

• Thomson Reuters Corp (TRI $95.50)
  • $95.50 P/E (TTM): 29.2X Cap: $42.59B
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.51)
  • $53.51 P/E (TTM): 77.5X Cap: $118.35B
  • View BN Profile
  • View Questions on BN

Q: Peter, is there a list of TSX listed companies that get a majority of their earnings from US operations ? With US protectionism and aggression likely to increase is it a sound strategy to focus on these companies with the $Cdn portion of a equity retirement portfolio ? Thank you.

Upvote 4

Read Answer Asked by Paul on January 13, 2025