Investment Q&A

• Vanguard Balanced ETF Portfolio (VBAL $35.19)
  • $35.19 P/E (TTM): 15.14X Cap: $3.76B
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• Global X S&P 500 Covered Call ETF (XYLD $38.75)
  • $38.75 P/E (TTM): 80.11X Cap: $3.08B
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• NEOS Nasdaq 100 High Income ETF (QQQI $53.66)
  • $53.66 P/E (TTM): 67.65X Cap: $3.71B
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• NEOS S&P 500 High Income ETF (SPYI $51.73)
  • $51.73 P/E (TTM): 56.78X Cap: $4.66B
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Q: Hi 5i, Trying to move into more ETFs in our RIF & LIF accounts from individual stocks for income and preservation of capital. Please rate these ETFs for a long term hold. Any additional suggestion would be appreciated. TIA

Upvote 5

Read Answer Asked by Gary on July 24, 2025

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $98.50)
  • $98.50 Cap: $2.11B
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• Vanguard U.S. Total Market Index ETF (VUN $118.67)
  • $118.67 P/E (TTM): 72.03X Cap: $12.75B
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• iShares MSCI USA Quality Factor Index ETF (XQLT $42.45)
  • $42.45 P/E (TTM): 72.67X Cap: $195M
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Q: Hello,
From what i gather, VUN has similar performance to SPY except that it is in cdn dollars. Since SPY has greater exposure to tech companies, i was wondering if it is best to diversify slightly by putting one third in VUN (total us market), XQLT (ishares msci usa quality ) and VGG (US dividend appreciation ) or do you think it is best to just have one VUN , or VGG or XQLT. I am looking for an etf that is not too heavily weighted on technology. Much appreciated.

Upvote 3

Read Answer Asked by umedali on July 24, 2025

Q: What would be your answer if today’s Roy’s question was about RRSP or RIFF account ?
What bond ETF would you suggest if any or is it just better to get sitting like CASH?

Upvote 3

Read Answer Asked by JR on July 24, 2025

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $43.82)
  • $43.82 P/E (TTM): 78.53X Cap: $21.78B
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• Lundin Mining Corporation (LUN $15.51)
  • $15.51 Cap: $13.40B
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Q: Could you please provide an update on Teck. Copper is at a very high price while this company seems to be struggling. If the outlook is questionable do you have another recommendation in the sector?

Thanks for such a great service.

Dave.

Upvote 4

Read Answer Asked by David on July 24, 2025

• World Acceptance Corporation (WRLD $166.86)
  • $166.86 P/E (TTM): 11.52X Cap: $929M
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• VTEX Class A (VTEX $4.08)
  • $4.08 Cap: $799M
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Q: In 2021, you were asked about these two companies, do you still have a similar view these days? What are your thoughts about them please? Thanks

Upvote 1

Read Answer Asked by MG on July 24, 2025

Q: Hello 5i
Could I have your assessment of PureCycle Tech?
The technology ,if effective, has a huge market.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 24, 2025

• Tourmaline Oil Corp. (TOU $57.19)
  • $57.19 P/E (TTM): 14.38X Cap: $21.54B
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• Whitecap Resources Inc. (WCP $9.96)
  • $9.96 P/E (TTM): 6.89X Cap: $12.39B
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Q: Good morning,

I am thinking of taking a capital loss on TOU, and with the proceeds buy WCP for 30+days. Plan is to take 2 months of the monthly dividend of WCP, and then buy TOU back in early September ahead of the $0.50 ex-dividend date. I know I will miss the TOU $0.35 dividend next month with this strategy, but from purely a dividend payout strategy, it is accretive.

Anything I am missing with this strategy?

Thx as always.

Upvote 5

Read Answer Asked by Trevor on July 24, 2025

• JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $26.28)
  • $26.28 P/E (TTM): 94.22X Cap: $106M
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Q: Can you update your thoughts on this ETF. Do you consider it ‘bestin class’, or can you recommend better options?

DON

Upvote 4

Read Answer Asked by Donald on July 24, 2025

Q: Re: Stablecoin

If this has been answered elsewhere, please provide a link for me --- as I couldn't seem to find an answer in the archives.

What in the world is stablecoin?

Like Vinnie Barbarino, "I'm so confused".... !

and have absolutely no confidence in how to invest in it, if I don't know what it is and how it works.

Treat this as a private, or public question, as you wish, if you think others might benefit from the answer.

Thank you!

Upvote 16

Read Answer Asked by Sylvia on July 24, 2025

• Suncor Energy Inc. (SU $53.44)
  • $53.44 P/E (TTM): 11.53X Cap: $65.16B
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• Cameco Corporation (CCO $104.76)
  • $104.76 P/E (TTM): 84.91X Cap: $45.46B
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Q: What percentage of one's portfolio do you recommend to put into cyclical stocks, for someone with moderately high risk tolerance and 30+ years to invest? Why?

Upvote 7

Read Answer Asked by Connie on July 24, 2025

• Labrador Iron Ore Royalty Corporation (LIF $26.78)
  • $26.78 P/E (TTM): 15.29X Cap: $1.74B
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• Champion Iron Limited Ordinary Shares (CIA $3.85)
  • $3.85 P/E (TTM): 23.37X Cap: $2.06B
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Q: Is this a good time to buy either of these iron companies?

Upvote 2

Read Answer Asked by John on July 24, 2025

• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.8X Cap: $4.25B
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Q: This morning a guest on BNN recommended Premium Brands. Their new revenue generators with Costco sound promising. However they seem to have a lot of debt and a very high dividend payout ratio.

Do you think their cash flow covers their debt and is the payout ratio really at 128%?

Thanks for all your help.

Mike

Upvote 3

Read Answer Asked by Michael on July 24, 2025

• BMO S&P 500 Index ETF (ZSP $97.43)
  • $97.43 P/E (TTM): 80.29X Cap: $19.45B
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• BMO S&P/TSX Capped Composite Index ETF (ZCN $37.34)
  • $37.34 P/E (TTM): 16.3X Cap: $11.33B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $98.50)
  • $98.50 Cap: $2.11B
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• BMO S&P/TSX 60 Index ETF (ZIU $63.75)
  • $63.75 P/E (TTM): 14.39X Cap: $100M
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Q: Hi,

I set up an unregistered account for my wife several years ago with the following ETFS, with the thought that it would be relatively easy to maintain:

VGG
ZSP
ZCN
ZIU

In looking at it today, I'm wondering whether I have too much overlap. I can't remember what my logic was for these four ETFs! I should have written it down as my memory doesn't work so well anymore.

Does the above work ok? Or would you slim it back? And add VIU?

Thanks,
Robert

Upvote 4

Read Answer Asked by Robert on July 24, 2025

• Alcoa Corporation (AA $29.78)
  • $29.78 P/E (TTM): 8.36X Cap: $8.09B
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• Labrador Iron Ore Royalty Corporation (LIF $26.78)
  • $26.78 P/E (TTM): 15.29X Cap: $1.74B
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• Neo Performance Materials Inc. (NEO $17.74)
  • $17.74 Cap: $709M
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• Century Aluminum Company (CENX $22.32)
  • $22.32 P/E (TTM): 33.23X Cap: $2.17B
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• Cleveland-Cliffs Inc. (CLF $10.46)
  • $10.46 Cap: $5.14B
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• MP Materials Corp. (MP $72.53)
  • $72.53 Cap: $13.28B
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Q: Good morning,

May I have your top “2 to 4” stocks (Canadian or American) for each please? (If such exist.)

- Iron ore
- Aluminum
- Platinum
- Palladium
- Rare earth

Thank you very much.

Upvote 6

Read Answer Asked by Sandra on July 24, 2025

• Intuitive Surgical Inc. (ISRG $484.27)
  • $484.27 P/E (TTM): 66.89X Cap: $172.16B
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Q: Could you please provide an update on this often recommended company in light of Q2 results and guidance. As well, I find it interesting this company is down a material amount YTD, is that because the healthcare industry as a whole is down or something more company specific?

Upvote 16

Read Answer Asked by Steven on July 24, 2025

• Zedcor Inc. (ZDC $4.20)
  • $4.20 P/E (TTM): 113.24X Cap: $441M
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• Propel Holdings Inc. (PRL $32.69)
  • $32.69 P/E (TTM): 16.37X Cap: $1.25B
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Q: hello 5i:
IF you were running a balanced portfolio, and IF you could only buy one of the two names listed, which would it be, and why? I suppose another way of asking this, is which of the two would fit best in a risk/reward situation.
thanks
Paul L

Upvote 18

Read Answer Asked by Paul on July 24, 2025

• Canadian National Railway Company (CNR $128.34)
  • $128.34 P/E (TTM): 17.76X Cap: $80.47B
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• TFI International Inc. (TFII $125.78)
  • $125.78 P/E (TTM): 21.01X Cap: $10.40B
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Q: Between CN and TFII which one in your opinion would provide the best return over gather next 5 years?

Upvote 5

Read Answer Asked by Terry on July 24, 2025

Q: As 5I research noted the 5 reasons to be worried about markets. Are there at least a few good reasons to be a bit optimistic. I tend to be overly optimistic for too long sometimes.

Upvote 8

Read Answer Asked by Clarence on July 24, 2025

• Global X US Dollar Currency ETF (DLR.U $10.25)
  • $10.25 Cap: $163M
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.62)
  • $13.62 P/E (TTM): 65.3X Cap: $814M
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• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.91)
  • $12.91 Cap: $188M
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• Hamilton Gold Producer YIELD MAXIMIZER TM ETF (AMAX $27.36)
  • $27.36 P/E (TTM): 110.56X Cap: $289M
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• Hamilton U.S. T-Bill YIELD MAXIMIZER TM ETF (HBIL $15.03)
  • $15.03 Cap: $201M
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Q: One of these will have to go as I need the funds. Which one, or should I just decrease each one. Thanks and greetings. Peter.

Upvote 4

Read Answer Asked by peter on July 24, 2025

• Strathcona Resources Ltd. (SCR $37.83)
  • $37.83 P/E (TTM): 11.06X Cap: $7.89B
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• MEG Energy Corp. (MEG $27.07)
  • $27.07 P/E (TTM): 6.01X Cap: $6.82B
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Q: Hi 5i
How was the Strathcona conference call?
Strathcona announced they would be paying out a special $10 dividend if the meg deal does not go through.
How would 5i play this?
Currently a holder of meg...Wondering if this is an opportunity to hedge a little?
Where do you think meg ends up if the deal fails?
Also would you continue to hold meg...the clock keeps ticking on this one.
thx

Upvote 7

Read Answer Asked by jim on July 24, 2025