Investment Q&A

• Chevron Corporation (CVX $152.39)
  • $152.39 P/E (TTM): 19.55X Cap: $309.23B
  • View CVX Profile
  • View Questions on CVX
• Devon Energy Corporation (DVN $32.71)
  • $32.71 P/E (TTM): 7.45X Cap: $20.76B
  • View DVN Profile
  • View Questions on DVN
• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
  • View HES Profile
  • View Questions on HES
• Exxon Mobil Corporation (XOM $112.29)
  • $112.29 P/E (TTM): 15.94X Cap: $478.72B
  • View XOM Profile
  • View Questions on XOM
• The Energy Select Sector SPDR Fund (XLE $86.37)
  • $86.37 P/E (TTM): 15.97X Cap: $25.78B
  • View XLE Profile
  • View Questions on XLE

Q: I am thinking of starting a position in an energy company. names that have my attention are Devon with its high dividend. Exxon I mentioned on CNBC a lot. An ETF ? Can you make some suggestions. I am Canadian and realize US dividends are taxed at 15 %.

Upvote 0

Read Answer Asked by Daniel on February 14, 2023

• TD Q U.S. Small-Mid-Cap Equity ETF (TQSM $25.74)
  • $25.74 P/E (TTM): 8.39X Cap: $546M
  • View TQSM Profile
  • View Questions on TQSM

Q: I am trying to insure broad diversity across our investments and we seem to be missing the small to medium cap categories. Would you consider this to be a good way to cover this area?

Upvote 0

Read Answer Asked by Tom on February 14, 2023

• Parkland Corporation (PKI $39.12)
  • $39.12 P/E (TTM): 22.92X Cap: $6.82B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: I hold PKI with a 30% loss in my TFSA. Should I hold or sell to invest in something more promising (it would have no significant influence on overall diversification)?

Upvote 0

Read Answer Asked by jacques on February 14, 2023

• iShares 20+ Year Treasury Bond ETF (TLT $90.86)
  • $90.86 Cap: $50.39B
  • View TLT Profile
  • View Questions on TLT
• BMO Long-Term US Treasury Bond Index (Hedged Units) (ZTL.F)
  • View ZTL.F Profile
  • View Questions on ZTL.F

Q: what % weighting would you feel appropriate for TLT in my balanced Portfolio. If rates start to fall hard in the next 2 years and TLT starts going up. What will happen to the dollar.
Will the U.S. dollar rise in comparison to the CDN dollar or Fall ?
I'm wondering if i should buy the hedged ETF ZTL.F instead of TLT
Thanks Gord

Upvote 0

Read Answer Asked by Gordon on February 14, 2023

• CI Energy Giants Covered Call ETF (NXF $5.29)
  • $5.29 P/E (TTM): 11.72X Cap: $108M
  • View NXF Profile
  • View Questions on NXF
• CI Energy Giants Covered Call ETF (NXF.B $7.18)
  • $7.18 P/E (TTM): 11.72X Cap: $26M
  • View NXF.B Profile
  • View Questions on NXF.B

Q: These two ETF's appear to have the same holdings, but NXF.B seems to have better results. Would you recommend one over the other for income purposes?

Upvote 0

Read Answer Asked by James on February 14, 2023

• Amgen Inc. (AMGN $293.85)
  • $293.85 P/E (TTM): 23.89X Cap: $158.19B
  • View AMGN Profile
  • View Questions on AMGN
• AbbVie Inc. (ABBV $229.13)
  • $229.13 P/E (TTM): 110.19X Cap: $404.77B
  • View ABBV Profile
  • View Questions on ABBV
• UnitedHealth Group Incorporated (DE) (UNH $359.93)
  • $359.93 P/E (TTM): 15.53X Cap: $325.97B
  • View UNH Profile
  • View Questions on UNH

Q: hello 5i:
In the health care sector, we own ABBV, MRK and WELL. I'm not impressed with the future growth profile for ABBV. Would a change to either AMGN or UNH make sense here? Why or why not?
thanks
Paul L

Upvote 0

Read Answer Asked by Paul on February 14, 2023

• Fortis Inc. (FTS $71.58)
  • $71.58 P/E (TTM): 21.02X Cap: $36.04B
  • View FTS Profile
  • View Questions on FTS
• Emera Incorporated (EMA $67.73)
  • $67.73 P/E (TTM): 23.26X Cap: $20.27B
  • View EMA Profile
  • View Questions on EMA
• Hydro One Limited (H $50.96)
  • $50.96 P/E (TTM): 24.23X Cap: $30.56B
  • View H Profile
  • View Questions on H

Q: Hi,

Which of the three do you feel have the best opportunity for growth?
Does Muskrat Falls play into this as it comes on stream?

Appreciate your thoughts on this.

Regards,
GM

Upvote 0

Read Answer Asked by Gary on February 14, 2023

• Digital Turbine Inc. (APPS $6.56)
  • $6.56 Cap: $709M
  • View APPS Profile
  • View Questions on APPS

Q: I have 100 shares at $61. Would you average down on Apps at current price? The low was $10.65, do you think it would go back down to that price or even lower? Your insight is appreciated.

Upvote 0

Read Answer Asked by Hue on February 14, 2023

• Verizon Communications Inc. (VZ $40.55)
  • $40.55 P/E (TTM): 9.27X Cap: $170.97B
  • View VZ Profile
  • View Questions on VZ
• BCE Inc. (BCE $32.75)
  • $32.75 P/E (TTM): 72.74X Cap: $30.54B
  • View BCE Profile
  • View Questions on BCE
• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $51.62)
  • $51.62 P/E (TTM): 18.47X Cap: $28.63B
  • View RCI.B Profile
  • View Questions on RCI.B
• TELUS Corporation (T $21.25)
  • $21.25 P/E (TTM): 33.34X Cap: $32.61B
  • View T Profile
  • View Questions on T
• T-Mobile US Inc. (TMUS $229.42)
  • $229.42 P/E (TTM): 21.6X Cap: $258.19B
  • View TMUS Profile
  • View Questions on TMUS

Q: I have BCE and T for Canada. VZ for USA. What additional telecom stock(s) would you recommend to round off this sector?
Thank you,
Roger

Upvote 0

Read Answer Asked by Roger on February 14, 2023

• Ares Capital Corporation (ARCC $19.94)
  • $19.94 P/E (TTM): 9.26X Cap: $14.06B
  • View ARCC Profile
  • View Questions on ARCC

Q: Hello,

I am interested in having a small position of ARCC in my RSP. I am not sure if this will be qualified and is covered under the tax treaty.

Wondering if you know if there would be a withholding tax within my RSP with this fund?

Thank you!

Upvote 0

Read Answer Asked by George on February 14, 2023

• Sangoma Technologies Corporation (STC $6.86)
  • $6.86 Cap: $228M
  • View STC Profile
  • View Questions on STC

Q: Today 3 analysts on STC($4.77-0.03) after yesterday's bad Q results. TD $14.50(previous $16.50 )Buy Cormark $17($20) Buy & CF US$12($15) Buy. Incredible .Please comment.Txs for U usual great services & views

Upvote 0

Read Answer Asked by Peter on February 14, 2023

• AbbVie Inc. (ABBV $229.13)
  • $229.13 P/E (TTM): 110.19X Cap: $404.77B
  • View ABBV Profile
  • View Questions on ABBV

Q: Can you comment on ABBV latest quarterly report from last week. What did you like? Anything that you did not like. How is the debt position? Was there anything of particular interest to note from the call (either good or bad)? Do you still see it as a hold for the long term?

Upvote 0

Read Answer Asked by Justin on February 14, 2023

• National Bank of Canada (NA $151.30)
  • $151.30 P/E (TTM): 14.7X Cap: $59.30B
  • View NA Profile
  • View Questions on NA
• Bank of Nova Scotia (The) (BNS $64.14)
  • $64.14 P/E (TTM): 17.08X Cap: $79.68B
  • View BNS Profile
  • View Questions on BNS

Q: 5i reply on Canadian banks 5 year price CAGR
#1 NA +10.8%
#6 BNS -1.5%
For a total return 5 year hold, which bank [or RY or TD] would you advise and why?
thank you

Upvote 0

Read Answer Asked by sam on February 13, 2023

• PrairieSky Royalty Ltd. (PSK $24.90)
  • $24.90 P/E (TTM): 26.74X Cap: $5.86B
  • View PSK Profile
  • View Questions on PSK
• Freehold Royalties Ltd. (FRU $13.66)
  • $13.66 P/E (TTM): 17.61X Cap: $2.23B
  • View FRU Profile
  • View Questions on FRU
• Topaz Energy Corp. (TPZ $25.08)
  • $25.08 P/E (TTM): 61.02X Cap: $3.85B
  • View TPZ Profile
  • View Questions on TPZ

Q: I own a position in TPZ in my TFSA. I am considered a switch to either FRU or PSK. Which one would you recommend?

Thanks Ken

Upvote 0

Read Answer Asked by Ken on February 13, 2023

• Apple Inc. (AAPL $247.77)
  • $247.77 P/E (TTM): 37.58X Cap: $3.67T
  • View AAPL Profile
  • View Questions on AAPL
• NVIDIA Corporation (NVDA $180.03)
  • $180.03 P/E (TTM): 53.65X Cap: $4.37T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $3,955.01)
  • $3,955.01 P/E (TTM): 97.2X Cap: $83.81B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS $181.36)
  • $181.36 P/E (TTM): 153.07X Cap: $5.12B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.84)
  • $214.84 P/E (TTM): 85.84X Cap: $279.15B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS
• CrowdStrike Holdings Inc. (CRWD $488.94)
  • $488.94 Cap: $127.63B
  • View CRWD Profile
  • View Questions on CRWD
• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
  • View Questions on NVEI

Q: Could you please rank the above tech stocks. I am trying reduce the number of stocks i have and I can't decide which of the above i should sell or trim.
Thaks

Upvote 0

Read Answer Asked by Neil on February 13, 2023

• Stella-Jones Inc. (SJ $81.39)
  • $81.39 P/E (TTM): 13.71X Cap: $4.49B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ

Q: Your last company report on Stella Jones was June 2021. Do you have an update in the works and what is your current perception and recommendation of the stock? Q3 results looked positive and holding steady. Would this be a good opportunity at this time to enter this stock or should I be looking elsewhere? Thanks

Upvote 0

Read Answer Asked by Ray on February 13, 2023

• Progressive Corporation (The) (PGR $240.40)
  • $240.40 P/E (TTM): 13.31X Cap: $140.92B
  • View PGR Profile
  • View Questions on PGR
• Trisura Group Ltd. (TSU $38.29)
  • $38.29 P/E (TTM): 15.38X Cap: $1.82B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Kinsale Capital Group Inc. (KNSL $473.69)
  • $473.69 P/E (TTM): 24.53X Cap: $11.03B
  • View KNSL Profile
  • View Questions on KNSL
• Berkshire Hathaway Inc. (BRK.B $495.97)
  • $495.97 P/E (TTM): 16.86X Cap: $1.06T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: I’m looking to diversify the financial part of my portfolio by adding a US insurance company. Can I get your thoughts on Progressive (seems to just go up & to the right) or other insurance stocks.
Thanks.

Upvote 0

Read Answer Asked by Dan on February 13, 2023

• Peloton Interactive Inc. (PTON $7.71)
  • $7.71 Cap: $3.14B
  • View PTON Profile
  • View Questions on PTON
• Airbnb Inc. (ABNB $122.89)
  • $122.89 P/E (TTM): 28.76X Cap: $73.86B
  • View ABNB Profile
  • View Questions on ABNB

Q: At a business university event in Miami on the beach with Jim Kramer as the speaker entertaining questions from business students (held on Feb 3), 2 of many stocks they had done their homework on were ABNB and PTON and Kramer agreed with them and so I bought ABNB the following Monday. They do not look as good as these students thought they were. I have looked at ABNB from a previous question on 5i, but that was over a month ago. Do you still like ABNB. I have not noticed anything on PTON lately. What are your thoughts? Your thoughts are appreciated as always.

Upvote 0

Read Answer Asked by Dennis on February 13, 2023

• Intact Financial Corporation (IFC $269.65)
  • $269.65 P/E (TTM): 21.79X Cap: $48.09B
  • View IFC Profile
  • View Questions on IFC
• Sun Life Financial Inc. (SLF $62.38)
  • $62.38 P/E (TTM): 15.77X Cap: $35.46B
  • View SLF Profile
  • View Questions on SLF

Q: I get confused when you rated slf over ifc for a 5 year hold, I agree it has a higher dividend, but you say slf will have better growth. Is not return on investment the growth that i should be measuring. ifc has blown slf out of the park in the last 10 years, not even close and they are still doing it right now.

Upvote 0

Read Answer Asked by eugene on February 13, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $37.70)
  • $37.70 Cap: $24.80B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
  • View INE Profile
  • View Questions on INE
• Boralex Inc. Class A Shares (BLX $28.34)
  • $28.34 Cap: $2.91B
  • View BLX Profile
  • View Questions on BLX

Q: Why are renewable energy stocks like the three names above performed so poorly in the last year or two? Isn't all governments are promoting renewable energies and these stocks should flourish and not sink?

Upvote 0

Read Answer Asked by Victor on February 13, 2023