Investment Q&A

• BMO MSCI Emerging Markets Index ETF (ZEM $30.22)
  • $30.22 P/E (TTM): 6.81X Cap: $2.84B
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• iShares MSCI Emerging Markets ex China ETF (EMXC $85.24)
  • $85.24 P/E (TTM): 6.3X Cap: $17.15B
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Q: I have a small holding of ZEM but would like an Emerging Markets ETF that does not include China. Can you suggest any ETFs?
Thanks!

Upvote 5

Read Answer Asked by Grant on December 05, 2023

Q: The Rule of 40 is a SaaS financial ratio which states that a healthy SaaS company has a combined growth rate and profit margin of 40% or more.

Do you prescribe to this rule? Why is this specific to SaaS companies and not other industries?

Upvote 11

Read Answer Asked by Adam on December 05, 2023

• Park Lawn Corporation (PLC $26.48)
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• Northland Power Inc. (NPI $19.96)
  • $19.96 Cap: $5.21B
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• Savaria Corporation (SIS $25.75)
  • $25.75 P/E (TTM): 29.9X Cap: $1.84B
  • View SIS Profile
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• TerraVest Industries Inc. (TVK $157.51)
  • $157.51 Cap: $3.41B
  • View TVK Profile
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• Trisura Group Ltd. (TSU $45.29)
  • $45.29 P/E (TTM): 18.25X Cap: $2.21B
  • View TSU Profile
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
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Q: Considering a switch from PLC and/or CTS to TVK, and one of SIS or NPI for TSU. What are your general thoughts on either move - higher risk, higher reward?

Thanks in advance. - Jeff

Upvote 3

Read Answer Asked by Jeff on December 05, 2023

• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $61.27)
  • $61.27 P/E (TTM): 33.62X Cap: $9.71B
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• iShares Cybersecurity and Tech Index ETF (XHAK $41.52)
  • $41.52 P/E (TTM): 26.42X Cap: $18M
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Q: what is your opinion of xhak and what is your favourite cyber security etf

Upvote 4

Read Answer Asked by WALTER JOHN on December 05, 2023

• Open Text Corporation (OTEX $32.51)
  • $32.51 P/E (TTM): 14.68X Cap: $8.14B
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Q: Can you please provide an update since your last comments in August? Please comment on their sale of AMC to Rocket Software and Q1 2024 results.

Upvote 7

Read Answer Asked by Adam on December 05, 2023

• North West Company Inc. (The) (NWC $56.56)
  • $56.56 P/E (TTM): 18.87X Cap: $2.68B
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Q: Hello
Why the bump today? Report due tomorrow. Would seem a bit odd for the stock to add 4 % pre reporting do you agree?
What is the consensus for earnings tomorrow?
Thanks
Jeff

Upvote 5

Read Answer Asked by JEFF on December 05, 2023

• Miscellaneous (MISC)
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Q: I heard lot of money has been invested in MONEY MARKET or GIC. is there a way for regular investors to check when money is coming out of money market or GIC and investing in EQUITIES.

Thanks for the great service.

Upvote 8

Read Answer Asked by Hector on December 05, 2023

• Arthur J. Gallagher & Co. (AJG $214.33)
  • $214.33 P/E (TTM): 37.72X Cap: $55.10B
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Q: Great chart for AJG. My question is about current litigation for "green coal" - do you have any info/ advice about possible exposure/ risk?
thank you

Upvote 1

Read Answer Asked by sam on December 05, 2023

• CI Gold Bullion Fund (VALT $63.16)
  • $63.16 Cap: $234M
  • View VALT Profile
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Q: What do you think of this ETF to play the gold run up or have I missed the boat?
Is this tied to the price of gold? Would you expect the price of gold to increase as the interest rates decrease?
Thanks
Jeff

Upvote 2

Read Answer Asked by JEFF on December 05, 2023

• Vertiv Holdings LLC Class A (VRT $245.42)
  • $245.42 P/E (TTM): 91.98X Cap: $93.19B
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Q: With the rapid need for liquid cooling in data centres and quantum computers and other high end chips are there any recommended liquid cooling stocks to look at for a small exposure in a portfolio?
Thanks, Lesley

Upvote 5

Read Answer Asked by Lesley on December 05, 2023

• Canopy Growth Corporation (WEED $1.59)
  • $1.59 Cap: $585M
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Q: Hello 5i, I noticed a bump up on pot stocks recently, could you comment as to the reason?

Upvote 1

Read Answer Asked by Michael on December 05, 2023

• JPMorgan Income ETF (JPIE $46.54)
  • $46.54 P/E (TTM): 21.19X Cap: $7.96B
  • View JPIE Profile
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Q: hello 5i:
Recently tried to buy JPIE in our Investorline account, but the trade would not go thru. I then spoke to an Investorline rep who advised there was a trading halt on the security. I can't find anything, on any site (JPMs included) about a trading halt. Can you shed any light?
thanks
Paul L

Upvote 1

Read Answer Asked by Paul on December 05, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $52.97)
  • $52.97 P/E (TTM): 59.73X Cap: $24.31B
  • View BIP.UN Profile
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Q: Hi Peter and Staff

BIP.UN is in utilities sector in G&M and on your website. You have mentioned you have a preference to it versus BEP. Your favourite utilities when asked are usually BEP, FTS and H?
How would you rank it if ranked with the other 3?

Thanks for all you do

Dennis

Upvote 18

Read Answer Asked by Dennis on December 05, 2023

• GoldMining Inc. (GOLD $2.22)
  • $2.22 Cap: $444M
  • View GOLD Profile
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Q: Your opinion and outlook please

Upvote 1

Read Answer Asked by dennis on December 05, 2023

• Fortis Inc. (FTS $78.24)
  • $78.24 P/E (TTM): 22.06X Cap: $39.69B
  • View FTS Profile
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.02)
  • $59.02 Cap: $19.96B
  • View BEPC Profile
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Q: What would your top three utility picks be today for income and some capital appreciation?

Upvote 14

Read Answer Asked by Lyle on December 05, 2023

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.95)
  • $14.95 P/E (TTM): 14.32X Cap: $421M
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Q: I have held this stock for low volatility, a little growth and a steady income. However its performance in the last 12 months has been dreadful. Is is just poorly managed or is there some other fundamental problem with the company?
Do you think there is much of a possibility it could be bought out by its major shareholder?

Upvote 5

Read Answer Asked by angus on December 05, 2023

Q: What is the best way to go about buying or selling a sizeable amount of a low-volume stock?

Upvote 11

Read Answer Asked by chris on December 05, 2023

• High Interest Savings Account ETF (HISA)
  • View HISA Profile
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Q: I purchased HISA on 01 Nov. Ex div date is 30 Nov and pay date is 01 Dec, or so it states on my RBC Direct. I have not received a dividend. There is no info on your site or TMX. What have I missed?

Upvote 2

Read Answer Asked by Stephen on December 05, 2023

• Global X Enhanced Canadian Oil and Gas Equity Covered Call ETF (ENCL $20.90)
  • $20.90 P/E (TTM): 6.63X Cap: $302M
  • View ENCL Profile
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Q: What is your opinion on this new etf. What type of weighing if it's ok. Looking solely for income.

Is trying to do options for myself a better thing to do? Selling covered calls on say CNQ SU CVE. TY.

Upvote 2

Read Answer Asked by Gerald on December 05, 2023

• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.91)
  • $12.91 Cap: $182M
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• Harvest Premium Yield Treasury ETF (HPYT $8.60)
  • $8.60 Cap: $408M
  • View HPYT Profile
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Q: Could you comment on the relatively new option-based US treasury ETFs HBND and HPYT. The yields have caught my attention, together with the underlying security of US treasuries and the possibility (?) that rates have peaked. Do you see these as being suitable up to around a 1.5% position in an RSP, and is there US tax withholding on the distribution in an RSP? How do these compare to TLTW (I would prefer to buy a CDN$ ETF rather than take the hit on conversion) Do you have a preference, and would you buy today? Note that I already hold about a 2.5% position in ZLC, which is up marginally.
Thank-you

Upvote 6

Read Answer Asked by grant on December 05, 2023