Investment Q&A

• Ecolab Inc. (ECL $289.90)
  • $289.90 P/E (TTM): 41.0X Cap: $83.99B
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• Freeport-McMoRan Inc. (FCX $62.46)
  • $62.46 P/E (TTM): 43.14X Cap: $94.75B
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• Sherwin-Williams Company (The) (SHW $338.53)
  • $338.53 P/E (TTM): 33.97X Cap: $86B
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• State Street Materials Select Sector SPDR ETF (XLB $51.08)
  • $51.08 P/E (TTM): 26.04X Cap: $7.04B
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• Linde plc (LIN $492.66)
  • $492.66 P/E (TTM): 34.36X Cap: $231.32B
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• Corteva Inc. (CTVA $76.64)
  • $76.64 P/E (TTM): 49.18X Cap: $52.45B
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Q: Hi 5i, I am thinking of buying this ETF but I don’t mind buying six companies in the materials sector to get diversification and possibly a better dividend. Can you name 6 material companies that act like proxy with dividends in mind that are ex Canada.

Upvote 4

Read Answer Asked by Mark on June 16, 2025

• Pan American Silver Corp. (PAAS $81.48)
  • $81.48 P/E (TTM): 24.8X Cap: $35.61B
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• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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• Pan American Silver Corp. (PAAS $59.29)
  • $59.29 P/E (TTM): 24.8X Cap: $26.04B
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Q: Ref: Takeover. Since PAAS and MAG trade on 2 exchanges, will we receive PAAS shares, and cash, in the currency of our MAG shares or in US$? This is not very clear in the Arrangement document. Thanks.

Upvote 1

Read Answer Asked by Denise on June 16, 2025

• ARC Resources Ltd. (ARX $25.91)
  • $25.91 P/E (TTM): 6.44X Cap: $14.61B
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• Tourmaline Oil Corp. (TOU $63.61)
  • $63.61 P/E (TTM): 18.94X Cap: $25.59B
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Q: For new buying within a TFSA (for retired individual, long-term buy & hold), with aim to hold a Canadian natural gas-producing company, would you prefer ARX or TOU, and why?

Ted

Upvote 3

Read Answer Asked by Ted on June 16, 2025

• Strathcona Resources Ltd. (SCR $32.26)
  • $32.26 P/E (TTM): 6.12X Cap: $6.63B
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Q: Why is SCR down so much today when all other oil names are up? Is it something about the takeover? Couldn't find any news. Thanks.

Upvote 2

Read Answer Asked by Donald on June 16, 2025

Q: Which 3 stocks from the growth portfolio would you consider for a TFSA? Money not needed for 11 years.

Thanks

Upvote 20

Read Answer Asked on June 16, 2025

• BMO Covered Call Utilities ETF (ZWU $12.10)
  • $12.10 P/E (TTM): 18.74X Cap: $2.15B
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• BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY $11.07)
  • $11.07 P/E (TTM): 0.25X Cap: $1.48B
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• BMO US High Dividend Covered Call ETF (ZWH $25.30)
  • $25.30 P/E (TTM): 18.85X Cap: $1.07B
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• Harvest Healthcare Leaders Income ETF (HHL $7.37)
  • $7.37 P/E (TTM): 23.22X Cap: $1.65B
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• Harvest Tech Achievers Growth & Income ETF (HTA $18.05)
  • $18.05 P/E (TTM): 33.06X Cap: $679M
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• NBI High Yield Bond ETF (NHYB $21.62)
  • $21.62 P/E (TTM): 2.93X Cap: $1.42B
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.54)
  • $21.54 P/E (TTM): 19.95X Cap: $1.39B
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Q: Non-resident tax, I'm considering to reduce my percentage of U.S. contents gradually, since nobody knows what to expect from donald...
Hopefully, this eventual new tariff policy wouldn't affect RSSP .
As you notice, some of the ETF posted are all U.S, companies in the case of XHY and NHYB, they both are mainly Bonds or gvt.Bonds,how tariff could affect the two.?

Thanks again to the team

Dan

Upvote 3

Read Answer Asked by DANIEL on June 16, 2025

• iShares Russell 2000 Growth ETF (IWO $329.10)
  • $329.10 P/E (TTM): 22.36X Cap: $13.12B
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• Global X S&P 500 Index Corporate Class ETF (HXS $96.53)
  • $96.53 Cap: $5.78B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $86.98)
  • $86.98 Cap: $4.85B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.05)
  • $45.05 P/E (TTM): 1.18X Cap: $9.15B
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Q: Hi, I'm looking for recommendations for ETFs to complement HXS and HXT in TFSA, for recurring biweekly purchases. What are your top two picks?

Upvote 5

Read Answer Asked by Gurdeep on June 16, 2025

• NVIDIA Corporation (NVDA $183.22)
  • $183.22 P/E (TTM): 36.74X Cap: $4.44T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $180.60)
  • $180.60 P/E (TTM): 132.0X Cap: $230.50B
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• Tesla Inc. (TSLA $406.01)
  • $406.01 P/E (TTM): 363.36X Cap: $1.52T
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• Palantir Technologies Inc. (PLTR $152.27)
  • $152.27 P/E (TTM): 233.68X Cap: $366.22B
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Q: Hi you reference the CEO as a genius. Any other companies with a CEO or management would could say are as close to PLTR management?

Thx

Upvote 10

Read Answer Asked by blake on June 16, 2025

• Harvest Healthcare Leaders Income ETF (HHL $7.37)
  • $7.37 P/E (TTM): 23.22X Cap: $1.65B
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.60)
  • $18.60 P/E (TTM): 16.07X Cap: $272M
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Q: I have created a Healthcare sector in my portfolio. It includes LIFE (5.17) and HHL (1.69). This is 6.86% of my Portfolio. Could I have your words of wisdom on this?
Thank You.

Upvote 2

Read Answer Asked by William on June 16, 2025

Q: Peter and His Wonder Team
OCEANPAL is up 50% today on terrific volume. Why do you think...something happened? Thanks!

Upvote 2

Read Answer Asked by Ernest on June 16, 2025

• Brompton Enhanced Multi-Asset Income ETF (BMAX $14.53)
  • $14.53 P/E (TTM): 20.61X Cap: $139M
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Q: I would like to get your opinion on BMAX. It's only been in existence sine August 2022, but the returns, including dividends, have been excellant. Dividends are approx 10% and it's diversified geographically in the US, Europe and Canada. Is this a growth or income or both ETF.

Wayne

Upvote 1

Read Answer Asked by Wayne on June 16, 2025

Q: I've just read a Globe article on BTq Technologies but don't see it in your question database. Can you offer an opinion on this company? Thank you

Upvote 2

Read Answer Asked by alex on June 16, 2025

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Greetings 5i, have not yet seen this question so I'll ask, would you hold for a sweetened deal from Telus or just sell now? Thanks.

Upvote 2

Read Answer Asked by Barbara on June 16, 2025

• AbCellera Biologics Inc. (ABCL $3.54)
  • $3.54 Cap: $1.06B
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• IonQ Inc. (IONQ $34.89)
  • $34.89 Cap: $13.61B
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• D-Wave Quantum Inc. (QBTS $17.46)
  • $17.46 Cap: $6.93B
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• Rigetti Computing Inc. (RGTI $16.17)
  • $16.17 Cap: $5.86B
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• Quantum Computing Inc. (QUBT $7.66)
  • $7.66 Cap: $2.02B
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Q: Hello,
Any idea whey IONQ hardly moves in relation to other quantum computing stocks yet it has better fundamentals? Also, is ABCL a buy now? Your comments are appreciated.

Upvote 6

Read Answer Asked by umedali on June 14, 2025

• BMO International Dividend ETF (ZDI $30.10)
  • $30.10 P/E (TTM): 17.6X Cap: $823M
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• iShares US Dividend Growers Index ETF (CAD-Hedged) (CUD $59.03)
  • $59.03 P/E (TTM): 20.22X Cap: $257M
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• CI U.S. Quality Dividend Growth Index ETF (DGR $51.79)
  • $51.79 P/E (TTM): 23.62X Cap: $214M
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• HAMILTON CHAMPIONS TM U.S. Dividend Index ETF (SMVP $17.75)
  • $17.75 P/E (TTM): 23.84X Cap: $20M
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Q: Could you suggest a ex-Canada, USA dividend growth ETF? I already own ZDI which pays a good dividend but not sure about its dividend growth. Thanks

Upvote 4

Read Answer Asked by Ronald on June 13, 2025

• kneat.com inc. (KSI $3.91)
  • $3.91 Cap: $365M
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Q: I just read your KSI report - thanks! I'm curious how you come to a B, when there are two B's and all other marks are above B.

Upvote 4

Read Answer Asked by Kim on June 13, 2025

Q: Hi 5i,
In a recent answer regarding lithium it was mentioned that there are alternative technologies that may be disruptive. Is there a time frame that you could throw out there that these new technological breakthroughs might become commercially viable - best guess if this is an unknown.
Thanks

Upvote 3

Read Answer Asked by mike on June 13, 2025

• Cineplex Inc. (CGX $10.71)
  • $10.71 Cap: $671M
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• Cogeco Communications Inc. Subordinate Voting Shares (CCA $72.76)
  • $72.76 P/E (TTM): 9.99X Cap: $3.08B
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• Stingray Group Inc. Subordinate Voting Shares (RAY.A)
  • P/E (TTM): 22.49X Cap: $1.14B
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• WildBrain Ltd. (WILD $1.33)
  • $1.33 Cap: $286M
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Q: Please comment on the year-end numbers. The company seems to be moving in the right direction. Are there any comparable U.S. or Canadian public companies that can help an investor determine if the stock is undervalued relative to its peers?

Upvote 1

Read Answer Asked by Murray on June 13, 2025

• Schrodinger Inc. (SDGR $12.83)
  • $12.83 Cap: $968M
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• TransMedics Group Inc. (TMDX $140.79)
  • $140.79 P/E (TTM): 30.52X Cap: $5.06B
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Q: What do you think of these two right now? Buy both or just one? I realize they are both somewhat speculative. Thanks,

Jason

Upvote 2

Read Answer Asked by Jason on June 13, 2025

• Wheaton Precious Metals Corp. (WPM $201.63)
  • $201.63 P/E (TTM): 71.17X Cap: $95.34B
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• Agnico Eagle Mines Limited (AEM $301.83)
  • $301.83 P/E (TTM): 26.61X Cap: $159.40B
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Q: I would like to add to my existing positions and I am asking your opinion as to your preference. A short comment would be appreciated.
Thank You!
Albert

Upvote 4

Read Answer Asked by ALBERT on June 13, 2025