Investment Q&A

• Bank of Nova Scotia (The) (BNS $78.85)
  • $78.85 P/E (TTM): 16.46X Cap: $97.86B
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• BMO Covered Call Canadian Banks ETF (ZWB $21.52)
  • $21.52 P/E (TTM): 12.51X
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.78)
  • $14.78 P/E (TTM): 12.67X Cap: $1.48B
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Q: Between the 3 which would be your preference for someone who's looking for a long-term income holding.

TY

Upvote 9

Read Answer Asked by Gerald on September 12, 2024

• BW LPG Limited (BWLP $15.36)
  • $15.36 Cap: $2.30B
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Q: What do you see for the growth of BWLP through 2025 and potential risks given they pay a high dividend. Is the Dividend secure.

Upvote 1

Read Answer Asked by RALPH on September 12, 2024

• Celestica Inc. (CLS $247.79)
  • $247.79 P/E (TTM): 43.5X Cap: $29.45B
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• Open Text Corporation (OTEX $43.97)
  • $43.97 P/E (TTM): 12.98X Cap: $11.09B
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Q: currently would you go with OTEX or CLS and could you offer a brief rational as to why.
many thanks

Upvote 4

Read Answer Asked by ralph on September 12, 2024

Q: US Debt. How long before it sets off a crisis in the stock and bond markets. Is there declining interest in buying American treasuries today? And do you think there is a real risk to the dollar being replaced as the world standard. US politics and media are oblivious to this looming issue, or do you believe this is just paranoia.

Upvote 11

Read Answer Asked by Curtis on September 12, 2024

• Gossamer Bio Inc. (GOSS $1.93)
  • $1.93 Cap: $447M
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• Mama's Creations Inc. (MAMA $8.16)
  • $8.16 P/E (TTM): 74.18X Cap: $307M
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Q: Can you please provide your assessment of investment into these two companies.

Upvote 2

Read Answer Asked by Imtiaz on September 12, 2024

• Invesco S&P 500 Momentum ETF (SPMO $114.57)
  • $114.57 P/E (TTM): 85.77X Cap: $11.39B
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Q: May I have your thoughts on this ETF please for a long term investment.

Upvote 3

Read Answer Asked by Atchuta on September 12, 2024

Q: After looking at your chart attack, it seems to me that the S&P (blue line) might be vulnerable to a 20-25% correction, similar to 2022 ? Do you think this may be a serious risk?? Thanks Jim

Upvote 8

Read Answer Asked by jim on September 12, 2024

• Magna International Inc. (MG $61.54)
  • $61.54 P/E (TTM): 10.36X Cap: $17.13B
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Q: Still holding MG as it approaches the Covid lows.


My question has to do with the financial health of the company, and is its dividend supported if we finally enter the long awaited slow down/recession. I've scanned past questions and would like to know if your 2025/2026 views of this company have changed. It would also be great to reflect its current valuation over past cyclical downturns.

Thx.

Upvote 2

Read Answer Asked by Christopher on September 12, 2024

Q: Good morning.
I am currently looking to rebalance my portfolio both registered and non-registered accounts.
What is you recommended guidance for geographic allocation for US and Canada and would you suggest difference sectors by each country?
Thanks

Upvote 11

Read Answer Asked by Gordon on September 12, 2024

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.73)
  • $19.73 P/E (TTM): 9.22X Cap: $1.66B
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Q: I think this stock has reported. Any good news?

Upvote 4

Read Answer Asked by Margot on September 12, 2024

• Lundin Mining Corporation (LUN $15.03)
  • $15.03 Cap: $12.92B
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• Capstone Copper Corp. (CS $9.05)
  • $9.05 P/E (TTM): 67.23X Cap: $6.85B
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Q: I have a position in Lun.ca and considering selling and buying Cs.ca for a 2 to 3 year hold on the premise of a better return. Could you compare these 2 companies and give your thoughts on this strategy? Thanx.

Upvote 3

Read Answer Asked by Steve on September 12, 2024

• Alphabet Inc. (GOOG $198.82)
  • $198.82 P/E (TTM): 21.78X Cap: $2.44T
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• NVIDIA Corporation (NVDA $171.52)
  • $171.52 P/E (TTM): 58.71X Cap: $4.28T
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• Booking Holdings Inc. (BKNG $5,638.55)
  • $5,638.55 P/E (TTM): 38.57X Cap: $180.97B
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• Eli Lilly and Company (LLY $690.65)
  • $690.65 P/E (TTM): 56.8X Cap: $665.55B
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Q: Hi group what's you top pick in each of the 6 main sectors regardless of US.Canada also what's a good entry point after the latest market turbulence / most potential for recovery and value appreciation with low to moderate risk. going fwd ...Thanks

Upvote 32

Read Answer Asked by Terence on September 12, 2024

• Whitecap Resources Inc. (WCP $9.81)
  • $9.81 P/E (TTM): 6.85X Cap: $12.09B
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• Athabasca Oil Corporation (ATH $5.65)
  • $5.65 P/E (TTM): 6.56X Cap: $2.85B
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Q: I have held WCP for several years, but it seems to do little but move horizontally. I'm thinking I should sell and buy ATH instead. If you think this idea has merit, is this a good entry level?

Upvote 2

Read Answer Asked by Elmer on September 12, 2024

• Cenovus Energy Inc. (CVE $20.71)
  • $20.71 P/E (TTM): 14.55X Cap: $37.56B
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Q: Do you know what is going on with this stock? It can't seem to hold? Thx James

Upvote 2

Read Answer Asked by JAMES on September 12, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.21)
  • $16.21 Cap: $2.30B
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• Propel Holdings Inc. (PRL $31.39)
  • $31.39 P/E (TTM): 15.97X Cap: $1.25B
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Q: I'm under water in lightspeed. I'm thinking of selling and putting the proceeds into propel. What do you think?

Upvote 7

Read Answer Asked by steven on September 12, 2024

• Dollarama Inc. (DOL $195.62)
  • $195.62 P/E (TTM): 44.96X Cap: $54.58B
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• Descartes Systems Group Inc. (The) (DSG $136.01)
  • $136.01 P/E (TTM): 59.57X Cap: $11.74B
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• TFI International Inc. (TFII $127.72)
  • $127.72 P/E (TTM): 21.08X Cap: $10.79B
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• Kinaxis Inc. (KXS $194.19)
  • $194.19 P/E (TTM): 167.66X Cap: $5.61B
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• Thomson Reuters Corporation (TRI $245.44)
  • $245.44 P/E (TTM): 48.02X Cap: $109.34B
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• TerraVest Industries Inc. (TVK $142.71)
  • $142.71 P/E (TTM): 34.74X Cap: $3.05B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.28)
  • $12.28 P/E (TTM): 25.27X Cap: $3.59B
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• EQB Inc. (EQB $101.01)
  • $101.01 P/E (TTM): 10.31X Cap: $3.86B
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.74)
  • $8.74 P/E (TTM): 5.2X Cap: $240M
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• Topicus.com Inc. (TOI $166.13)
  • $166.13 P/E (TTM): 81.66X Cap: $13.82B
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• Primaris Real Estate Investment Trust (PMZ.UN $15.14)
  • $15.14 Cap: $1.83B
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• Lumine Group Inc. (LMN $46.74)
  • $46.74 P/E (TTM): 182.26X Cap: $12.16B
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Q: Retired relying on DB pension. In small cap growth oriented TFSA holding PMZ now above ACB so it is on sell list. Dilemma: where to add the funds to above list of existing TFSA holdings? How would 5i rank existing holdings in terms of probability of highest growth in next 2 to 3 years?

Upvote 26

Read Answer Asked by William Ross on September 12, 2024

• Constellation Software Inc. (CSU $4,370.67)
  • $4,370.67 P/E (TTM): 108.99X Cap: $91.84B
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• Topicus.com Inc. (TOI $166.13)
  • $166.13 P/E (TTM): 81.66X Cap: $13.82B
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Q: TOI was spun out of CSU around 4 years ago, with the goal of having a smaller and faster growing company. Since the spinoff, both companies have done very well, yet CSU has outperformed. Do you think that the spinoff thesis is still intact? Or is it too early to make this call?

Thanks.

Upvote 9

Read Answer Asked by Joel on September 12, 2024

Q: Do you see any issue in using the PALL ETF for investing in Palladium ? Do you see any issue in investing a small portion of my precious metals segment in Palladium at all ?

Upvote 2

Read Answer Asked by James on September 12, 2024

• Vanguard Short-Term Bond ETF (BSV $78.70)
  • $78.70 P/E (TTM): 131.11X Cap: $38.44B
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• JPMorgan Income ETF (JPIE $46.33)
  • $46.33 Cap: $4.56B
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Q: hello 5i:
we've owned JPIE for just under a year now and am very happy with returns, and low volatility. Two questions:
One: is performance mostly due to timing eg. expectations of lower interest rates, meaning if expectations reverse, price would fall?
Two: what would you consider to be direct competitors to JPIE, possibly with less risk, when (not if) rates begin to rise again?
thanks
Paul L

Upvote 2

Read Answer Asked by Paul on September 11, 2024

• Mackenzie Floating Rate Income ETF (MFT $16.53)
  • $16.53 P/E (TTM): 111.98X Cap: $584M
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Q: You had some previous thoughts on this one. I'm attracted to the 9-10% dividend but concerned about your previous comments that this one could be "hurt" by lowering interest rates. I guess that is why it is near a 52 week low. Any thoughts on this one now and as we head into 2025 ... is the ~ 9% dividend safe...it's been at ~ $ 17 for almost 2 years ... is the share price safe at around that level ?

Upvote 1

Read Answer Asked by Randy on September 11, 2024