Investment Q&A

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.78)
  • $39.78 P/E (TTM): 14.87X Cap: $1.03B
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• iShares U.S. High Dividend Equity Index ETF (XHU $34.23)
  • $34.23 P/E (TTM): 19.5X Cap: $171M
  • View XHU Profile
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $34.08)
  • $34.08 P/E (TTM): 10.27X Cap: $2.97B
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Q: Could you please recommend a couple of funds in Canadian dollars. Interested in yield not particular about growth. Thanks

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Read Answer Asked by gary on May 21, 2020

• BMO Covered Call Canadian Banks ETF (ZWB $22.81)
  • $22.81 P/E (TTM): 11.56X
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• BMO Equal Weight Banks Index ETF (ZEB $52.12)
  • $52.12 P/E (TTM): 11.56X Cap: $4.28B
  • View ZEB Profile
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• BMO US High Dividend Covered Call ETF (ZWH $24.42)
  • $24.42 P/E (TTM): 18.48X Cap: $1.06B
  • View ZWH Profile
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.38)
  • $101.38 Cap: $2.17B
  • View VGG Profile
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Q: Hi 5i,
We are older retirees and have held ZWB and ZWH
in our RRIFs for income for many years. I just ran a Quicken report on performance and neither performed particularly well. I am about to switch ZWB for ZEB and ZWH for VGG. We can live without the monthly covered call income and I am assuming the replacements will outperform the covered call ETFs in a recovery. Your comments or suggestions are welcome. Thanks for the service.
Ted

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Read Answer Asked by Ted on May 21, 2020

• Paysign Inc. (PAYS $5.62)
  • $5.62 P/E (TTM): 46.83X Cap: $306M
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• Digital Turbine Inc. (APPS $5.52)
  • $5.52 Cap: $596M
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Q: Hello Peter and Crew,

Could you please comment on these two stocks that were in favour for a while last year, but as much in 2020. Still worth holding to see where they go? They have bounced from the bottom, but certainly not as much as others in comparable spaces.

Thanks,

Brad

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Read Answer Asked by Bradley on May 21, 2020

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.78)
  • $39.78 P/E (TTM): 14.87X Cap: $1.03B
  • View CDZ Profile
  • View Questions on CDZ
• iShares U.S. High Dividend Equity Index ETF (XHU $34.23)
  • $34.23 P/E (TTM): 19.5X Cap: $171M
  • View XHU Profile
  • View Questions on XHU
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.38)
  • $101.38 Cap: $2.17B
  • View VGG Profile
  • View Questions on VGG

Q: Hey 5i,
Despite the downturn and possibly another.
Dividends have been cut and some more are possible. Oil potentially being the longer rebound.
Is their a recommended best "overall" US Dividend ETF.
Overall taking into account Yield. Growth. MER. Somewhat balanced exposure and or limited oil holdings.

Great work as always. Thank you!

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Read Answer Asked by Adam on May 21, 2020

• BMO S&P 500 Index ETF (ZSP $100.69)
  • $100.69 P/E (TTM): 26.6X Cap: $19.84B
  • View ZSP Profile
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• iShares MSCI World Index ETF (XWD $106.89)
  • $106.89 P/E (TTM): 0.01X Cap: $1.32B
  • View XWD Profile
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• BMO MSCI Global Selection Equity Index ETF (ESGG $55.14)
  • $55.14 P/E (TTM): 20.32X Cap: $49M
  • View ESGG Profile
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Q: Wondering what you think of this BMO ETF, hedged to Cdn dollars. Volume seems to be anemic. It is a world ETF, 66% US, 31% EAFE, 3.5% Canada. Would you prefer one with solely US S&P 500 companies?
Thanks
Steve

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Read Answer Asked by Steven on May 21, 2020

Q: I recently read that this company is testing a plant based biodegradable plastic bottle.
Do you have any views?
Would this merit a speculative buy with potential of a huge upside? Thanks

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Read Answer Asked by PETER on May 21, 2020

• SQI Diagnostics Inc. (SQD)
  • Cap: $6M
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Q: What are your thoughts on the prospects for SQI Diagnostics.
Thanks Richard

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Read Answer Asked by Richard on May 21, 2020

• Nevada Copper Corp. (NCU $0.03)
  • $0.03 Cap: $42M
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Q: Multi year lows.
Would you consider this a good entry point for a 3-5 yr. hold
What do make of the departure of Matt Gili, president and ceo
Thank you

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Read Answer Asked by JACK on May 21, 2020

• American International Group Inc. (AIG $76.98)
  • $76.98 P/E (TTM): 14.47X Cap: $42.64B
  • View AIG Profile
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Q: Hello
I have owned some AIG stock for close to ten year now hopping it would recover from the financial recession like a J.P Morgan for example. Now with COVID it appears it will take some time maybe years before earnings get back on-track. Would you replace with Manulife/Sun Life and Intact this side of the border.

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Read Answer Asked by Stephane on May 21, 2020

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP $20.74)
  • $20.74 P/E (TTM): 16.3X Cap: $1.22B
  • View RECP Profile
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Q: Your comments please on RECP-T as an investment at this time.
Many thxs
Wayne

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Read Answer Asked by wayne on May 21, 2020

Q: Peter, while almost everyone applauds BAM, despite the North American markets having recently done much better, BAM has been going south. Any reason? Your comments? Thanks!

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Read Answer Asked by James on May 21, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.38)
  • $17.38 Cap: $2.39B
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Q: Good Morning team,

Thoughts on the quarter out of lightspeed? Looks ok with rev beat. What caused the eps miss?

Thanks!

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Read Answer Asked by David on May 21, 2020

• H&R Real Estate Investment Trust (HR.UN $12.06)
  • $12.06 Cap: $3.32B
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Q: As this is not your favourite In the sector or class, which would be best in class and valuation at this point in the stock market cycle ?

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Read Answer Asked by Robbie on May 21, 2020

Q: Dear 5i,

I wish to purchase the following US listed ETF's;
VGT, VIG, ARKK, ARKW

Can they be held in a TFSA and NonReg account?
Is there a rule of thumb one can use to determine the eligibility of other US listed ETF's?
Who will provide me with the year-end tax statement for the NonReg account? Is it the online broker or the ETF provider? In this case TD Direct Investing or Vanguard and Ark?

thanks

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Read Answer Asked by Ian on May 21, 2020

Q: Hi folks, in Q1 results just released, I noticed that Curaleaf has total assets of $1.296B...but Goodwill has increased to $181.465M, and Intangible assets net has increased to $392.342M. Quick math Goodwill app 14% & Intangibles app 30% of total assets. This marks an increase in % from previous Q from app 9% & 25%. Is the increase good...or a red flag...as I thought both Goodwill & Intangibles were negative/bad for company. Could U please explain & clarify so I can understand better. Also, did Q results looks of, and would cura/c be Buy,Hold,Sell. Thanks as always, jb Piedmont QC

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Read Answer Asked by John on May 21, 2020

• Constellation Software Inc. (CSU $4,417.32)
  • $4,417.32 P/E (TTM): 106.46X Cap: $93.60B
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Q: I am a happy shareholder of Constellation. Can you please explain how the recent acquisition of the Netherlands company will be beneficial to existing shareholders of CSU. Thank You.

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Read Answer Asked by Brian on May 21, 2020

Q: When calculating a company's dividend payout ratio, I have seen some analysts use earnings while others use free cash flow. What is the difference between the two metrics, and which one gives a better picture of a company's ability to fund its dividend.

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Read Answer Asked by Jay on May 21, 2020

• Bitcoin Fund The (QBTC.U $110.33)
  • $110.33 Cap: $1.79B
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Q: I am going to buy some bitcoin. Could you guide me please
Many thanks. Btw 1%

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Read Answer Asked by Bill on May 21, 2020

• Pollard Banknote Limited (PBL $21.57)
  • $21.57 P/E (TTM): 16.64X Cap: $583M
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Q: Can you please provide an update on the company the sector. Any balance sheet issues ? It has been very quiet as of late; a very thin trader.
I hold a 2 % position at a 20% loss. I am inclined to hold.
What is your outlook for stock for next 3 years. Do you find it compelling?
Thanks

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Read Answer Asked by Karim on May 21, 2020

• Kinaxis Inc. (KXS $183.29)
  • $183.29 P/E (TTM): 154.05X Cap: $5.18B
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Q: Hi Team:

recent pulled back in the last 7 days, any particular news ? is there an increase in short position in this stock ?
thanks, looking for an entry point

Michael

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Read Answer Asked by Michael on May 21, 2020