Investment Q&A

• Guardian Capital Group Limited Class A Non-voting Shares (GCG.A $40.40)
  • $40.40 P/E (TTM): 14.38X Cap: $1.03B
  • View GCG.A Profile
  • View Questions on GCG.A

Q: I would appreciate an updated opinion on Guardian Capital. Thanks!

Upvote 0

Read Answer Asked by Gregory on February 21, 2023

• Tamarack Valley Energy Ltd. (TVE $5.31)
  • $5.31 P/E (TTM): 11.3X Cap: $2.69B
  • View TVE Profile
  • View Questions on TVE

Q: What if anything can be read into the recent disposition of TVE shares by ARC Energy fund?

Thanks,

John

Upvote 0

Read Answer Asked by John on February 21, 2023

• Vanguard Dividend Appreciation FTF (VIG $206.79)
  • $206.79 P/E (TTM): 53.74X Cap: $90.49B
  • View VIG Profile
  • View Questions on VIG

Q: I'm looking for a "dividend aristocrats" type of ETF in the US market. Any suggestions?

Upvote 0

Read Answer Asked by Edgar on February 21, 2023

• Amazon.com Inc. (AMZN $211.65)
  • $211.65 P/E (TTM): 34.98X Cap: $2.25T
  • View AMZN Profile
  • View Questions on AMZN
• Booking Holdings Inc. (BKNG $5,476.09)
  • $5,476.09 P/E (TTM): 33.58X Cap: $177.47B
  • View BKNG Profile
  • View Questions on BKNG
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $184.03)
  • $184.03 P/E (TTM): 17.11X Cap: $10.15B
  • View CTC.A Profile
  • View Questions on CTC.A
• BRP Inc. Subordinate Voting Shares (DOO $68.06)
  • $68.06 Cap: $4.97B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Ulta Beauty Inc. (ULTA $514.99)
  • $514.99 P/E (TTM): 19.86X Cap: $23.14B
  • View ULTA Profile
  • View Questions on ULTA
• Aritzia Inc. Subordinate Voting Shares (ATZ $73.61)
  • $73.61 P/E (TTM): 36.99X Cap: $8.44B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.55)
  • $15.55 P/E (TTM): 21.3X Cap: $1.50B
  • View GOOS Profile
  • View Questions on GOOS
• Hilton Worldwide Holdings Inc. (HLT $262.42)
  • $262.42 P/E (TTM): 40.13X Cap: $61.34B
  • View HLT Profile
  • View Questions on HLT
• Pool Corporation (POOL $309.81)
  • $309.81 P/E (TTM): 28.9X Cap: $11.51B
  • View POOL Profile
  • View Questions on POOL
• Pet Valu Holdings Ltd. (PET $33.28)
  • $33.28 P/E (TTM): 26.0X Cap: $2.33B
  • View PET Profile
  • View Questions on PET

Q: What would be your top 5 Consumer Discretionary names in Canada and the US?

Thanks

Upvote 0

Read Answer Asked by Dave on February 21, 2023

• CI Tech Giants Covered Call ETF (TXF $20.54)
  • $20.54 P/E (TTM): 74.48X Cap: $641M
  • View TXF Profile
  • View Questions on TXF
• CI Energy Giants Covered Call ETF (NXF $5.37)
  • $5.37 P/E (TTM): 51.17X Cap: $121M
  • View NXF Profile
  • View Questions on NXF

Q: NXY or TXF need income with little capital loss for next 5to7 years Which one would you recommend?

Upvote 0

Read Answer Asked by Cecil on February 21, 2023

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $21.82)
  • $21.82 Cap: $577M
  • View CHR Profile
  • View Questions on CHR

Q: Hi 5i,

Could I get your thoughts on Chorus Aviation's latest quarterly report?

Business appear to be on track to recovery but the market seems to believe otherwise. What am I missing?

Thank you,

Greg C.

Upvote 0

Read Answer Asked by GREGORY on February 21, 2023

• Air Canada Voting and Variable Voting Shares (AC $19.06)
  • $19.06 P/E (TTM): 4.9X Cap: $6.15B
  • View AC Profile
  • View Questions on AC

Q: What's your take on AC Q4 and year-end results? Thanks

Upvote 0

Read Answer Asked by Gilles on February 21, 2023

• SPDR S&P 500 ETF Trust (SPY $631.17)
  • $631.17 P/E (TTM): 57.48X Cap: $657.32B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $564.10)
  • $564.10 P/E (TTM): 59.46X Cap: $360.45B
  • View QQQ Profile
  • View Questions on QQQ
• iShares Russell 2000 ETF (IWM $219.73)
  • $219.73 P/E (TTM): 32.1X Cap: $60.68B
  • View IWM Profile
  • View Questions on IWM

Q: What are the current dividend yields on these?

Upvote 0

Read Answer Asked by Edgar on February 21, 2023

• BetaPro S&P/TSX 60 Daily Inverse ETF (HIX)
  • Cap: $10M
  • View HIX Profile
  • View Questions on HIX
• ProShares Short QQQ -1x Shares (PSQ $33.13)
  • $33.13 Cap: $476M
  • View PSQ Profile
  • View Questions on PSQ
• ProShares Short Dow30 -1x Shares (DOG $25.57)
  • $25.57 Cap: $121M
  • View DOG Profile
  • View Questions on DOG

Q: is there any ETF that is a short or an ultra short on various markets ?

Upvote 0

Read Answer Asked by jim on February 21, 2023

• InMode Ltd. (INMD $14.07)
  • $14.07 Cap: $978M
  • View INMD Profile
  • View Questions on INMD

Q: What percentage of revenue and earnings are from one time sales and from recurring business.

Upvote 0

Read Answer Asked by Nick on February 21, 2023

• Adya Inc. (HOP)
  • View HOP Profile
  • View Questions on HOP

Q: Hello 5i,
On Feb. 10 you answered a question and included "HOP" as a growth pick.
It is not in your database and I have never heard you mention it before.
Was it a typo? If not, please enlighten me. Why do you like it?
Thank you
Dave

Upvote 0

Read Answer Asked by Dave on February 21, 2023

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.16)
  • $43.16 P/E (TTM): 5.54X Cap: $17.57B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $67.43)
  • $67.43 P/E (TTM): 23.02X Cap: $2.47B
  • View VXC Profile
  • View Questions on VXC
• RBC O'Shaughnessy Canadian Equity Fund Series F (RBF610 $33.80)
  • $33.80 P/E (TTM): 10.4X
  • View RBF610 Profile
  • View Questions on RBF610
• RBC O'Shaughnessy Global Equity Fund Series F (RBF649 $17.99)
  • $17.99 P/E (TTM): 10.7X
  • View RBF649 Profile
  • View Questions on RBF649

Q: What do you think about these funds?

Upvote 0

Read Answer Asked by David M. on February 17, 2023

• iShares S&P/TSX 60 Index ETF (XIU $40.69)
  • $40.69 P/E (TTM): 13.84X Cap: $17.11B
  • View XIU Profile
  • View Questions on XIU
• Vanguard FTSE Canada Index ETF (VCE $58.97)
  • $58.97 P/E (TTM): 31.44X Cap: $2.39B
  • View VCE Profile
  • View Questions on VCE

Q: Hi there,

With both ETFs tracking the same index, why with a much higher MER does XIU get so much more volume? Is it because of how long the ETF has been out? I'm a bit surprised to see even with that, VCE hasn't taken in more volume than it has over time as it's not new and the MER is much less. Both are from equally reputable companies also.

Thanks!

Upvote 0

Read Answer Asked by Michael on February 17, 2023

• TELUS Corporation (T $21.54)
  • $21.54 P/E (TTM): 27.27X Cap: $32.61B
  • View T Profile
  • View Questions on T
• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.07)
  • $5.07 Cap: $1.39B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: I hold both of these. Is it necessary? Do they overlap? Which would you recommend if only owning one? Which do you think will do better over 5-10 yrs including dividends?
thanks
michele

Upvote 0

Read Answer Asked by Michele on February 17, 2023

• Agnico Eagle Mines Limited (AEM $172.74)
  • $172.74 P/E (TTM): 26.83X Cap: $86.83B
  • View AEM Profile
  • View Questions on AEM

Q: Given the changes in AEM's outlook for the next several years, are you still holding this or is there an alternative that we should move to? Thank you.

Upvote 0

Read Answer Asked by jeff on February 17, 2023

• Newmont Corporation (NEM $65.42)
  • $65.42 P/E (TTM): 14.07X Cap: $71.86B
  • View NEM Profile
  • View Questions on NEM
• Franco-Nevada Corporation (FNV $222.95)
  • $222.95 P/E (TTM): 50.87X Cap: $42.95B
  • View FNV Profile
  • View Questions on FNV
• Alamos Gold Inc. (AGI $34.24)
  • $34.24 P/E (TTM): 40.32X Cap: $14.39B
  • View AGI Profile
  • View Questions on AGI
• Agnico Eagle Mines Limited (AEM $172.74)
  • $172.74 P/E (TTM): 26.83X Cap: $86.83B
  • View AEM Profile
  • View Questions on AEM
• B2Gold Corp. (BTO $4.74)
  • $4.74 Cap: $6.26B
  • View BTO Profile
  • View Questions on BTO

Q: Thanks for answereing my question on AEM. I share your negativity towards this report.

Do you still like gold representation in the portfolio given whats happening to interest rates, the US $ etc.

If yes, what would you replace AEM with in the portfolio. My intent will be to sell it today.

Thanks


Sheldon

Upvote 0

Read Answer Asked by Sheldon on February 17, 2023

Q: I have it marked in my calendar that Peter and Ryan are hosting a webinar of sorts on Tuesday Feb 21 at noon. But I don't have a link. Did I misrecord the event?

Upvote 0

Read Answer Asked by Brenda on February 17, 2023

• Agnico Eagle Mines Limited (AEM $172.74)
  • $172.74 P/E (TTM): 26.83X Cap: $86.83B
  • View AEM Profile
  • View Questions on AEM

Q: I noticed a steep drop in AEM. If they announced earnings can you please give your analysis and future outlook.

If not, why the decline?

Thanks


Sheldon

Upvote 0

Read Answer Asked by Sheldon on February 17, 2023

• Fortis Inc. (FTS $68.79)
  • $68.79 P/E (TTM): 20.78X Cap: $34.50B
  • View FTS Profile
  • View Questions on FTS

Q: Does Fortis have too much debt to be able to keep raising their dividends long term? Thank you

Upvote 0

Read Answer Asked by Ron on February 17, 2023

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,401.82)
  • $2,401.82 P/E (TTM): 10.02X Cap: $51.83B
  • View FFH Profile
  • View Questions on FFH

Q: What are your thoughts on the overall prospects on Fairfax. Its my understanding that it is a much different company than the one from 15 year ago. Thanks

Upvote 0

Read Answer Asked by Martin on February 17, 2023