Investment Q&A

• Canopy Growth Corporation (WEED $1.49)
  • $1.49 Cap: $160M
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Q: What are your thought on the marijuana stocks? I have held VFF, WEED and CRON long-term.

Upvote 6

Read Answer Asked by Merrilyn on November 07, 2023

• PIMCO Dynamic Income Fund (PDI $18.96)
  • $18.96 Cap: $4.60B
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Q: Are the distributions taxed as income?

Upvote 3

Read Answer Asked by Gregory on November 07, 2023

• Vanguard Dividend Appreciation FTF (VIG $206.10)
  • $206.10 Fwd P/E: 23.33X Cap: $89.34B
  • View VIG Profile
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• Global Dividend Growth Split Corp. Class A Shares (GDV $11.09)
  • $11.09 Fwd P/E: 24.1X Cap: $146M
  • View GDV Profile
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Q: What can you tell me please about Global Dividend Growth Split? Is it worth my attention? Can you please recommend better alternatives that are somewhat similar please? Thanks.

Upvote 1

Read Answer Asked by MG on November 07, 2023

Q: Hello 5i,

I am light on industrials. Could you recommend 2 or 3 choices, either US or Canadian.

Many thanks,

Ralph

Upvote 29

Read Answer Asked by ralph on November 07, 2023

• Forstrong Global Income ETF (FINC $22.12)
  • $22.12 Fwd P/E: 15.92X Cap: $1M
  • View FINC Profile
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Q: Would like your opinion on Forstrong Global Income. I know it has no track record as it is a new offering.
Your thoughts on the expenses? The MER as stated, would it be the true expenses as the ETF itself holds other ETF's that make up the holdings? Can you please give me some idea of the true expenses?
Thank you

Upvote 1

Read Answer Asked by Heather on November 07, 2023

Q: turning asking questions into a popularity contest seems out of place in a service we pay for.

Upvote 69

Read Answer Asked by M.S. on November 07, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $92.31)
  • $92.31 Fwd P/E: 244.24X Cap: $152.08B
  • View BN Profile
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Q: You’ve picked and stuck with some real winners in the past. You were upbeat on nividia well before it jumped in price as an example! Do you think BN will be a longer term winner? You likely address this in a prior question (in which case please feel free to direct me to your answer), but I am wondering if can briefly give me your top reasons why one may want to buy and hold BN. Thanks.

Upvote 63

Read Answer Asked by Jason on November 07, 2023

• European Residential Real Estate Investment Trust (ERE.UN $2.57)
  • $2.57 Cap: $602M
  • View ERE.UN Profile
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Q: Please comment on earnings. Is it worth holding?

Thank you for your service.

Upvote 5

Read Answer Asked by Stella on November 07, 2023

Q: Re: DRIP's. I have accounts held with different companies. Over the years I have noted that the proceeds from the DRIP's arrive in my account at different times in relation to the release of the dividend itself. One company is very prompt in its delivery whilst another often takes 7-10 days. Is there an advantage to the second company? Are there any rules governing the payment of DRIP's?

I like the changes that you are making to question time.

David

Upvote 6

Read Answer Asked by david on November 07, 2023

• Decisive Dividend Corporation (DE $7.96)
  • $7.96 Fwd P/E: 62.2X Cap: $157M
  • View DE Profile
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Q: Results look good to me. Your comments. Thank you

Upvote 13

Read Answer Asked by Bruce on November 07, 2023

• The Walt Disney Company (DIS $121.42)
  • $121.42 Fwd P/E: 24.94X Cap: $218.28B
  • View DIS Profile
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Q: Hi
What is to be made of Disney’s deal for the rest of Hulu? Do you believe this is a good deal for the company from both a viewership and financial perspective? Thank you.

Kenn

Upvote 14

Read Answer Asked by Kenneth on November 07, 2023

Q: What would you recommend for an ETF that holds a broad base of US stocks (such as S&P 500) but is sold in CDN dollars, non-hedged. Also, a similar ETF that is priced in USD. Thanks

Upvote 14

Read Answer Asked by Maria on November 06, 2023

• Lumine Group Inc. (LMN $53.89)
  • $53.89 Cap: $13.82B
  • View LMN Profile
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  • View Reports on LMN

Q: Your recent report on LMN shows 4.40 B market cap but everywhere else I look it is only 1.27 B. Can you please confirm the size of the company?

Upvote 21

Read Answer Asked by Cheryl on November 06, 2023

• BCE Inc. (BCE $32.50)
  • $32.50 Fwd P/E: 78.86X Cap: $29.64B
  • View BCE Profile
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Q: Can I get your thoughts on the recent earnings? I don't see any comments on it yet.

Also I see previously you replied on Oct 3rd "No dividend is ever guaranteed, but BCE has a very solid record. 12-month payout ratio is less than 50% on operating cash flow."

Can you provide me some insight on why you referenced operating cash flow and not (levered) free cash flow? Is this because BCE has a capex intensive business at times and its free cash flow can vary significantly quarter to quarter and year to year or are there other reasons? Thanks

Upvote 18

Read Answer Asked by Marco on November 06, 2023

• Expedia Group Inc. (EXPE $184.93)
  • $184.93 Fwd P/E: 21.73X Cap: $23.50B
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• Booking Holdings Inc. (BKNG $5,702.90)
  • $5,702.90 Fwd P/E: 35.44X Cap: $185.57B
  • View BKNG Profile
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Q: What is your view on these two following the divergent reaction to their earnings reports? Which would be your preference today?

Upvote 12

Read Answer Asked by Peter on November 06, 2023

Q: I was just wondering if I should sell ATZ at a loss in TFSA and re-buy in RESP. Would transfer In Kind work better? Would the Average Cost in RESP be the same as in TFSA if shares were transferred In Kind?

Upvote 9

Read Answer Asked by Hali on November 06, 2023

• Apple Inc. (AAPL $211.18)
  • $211.18 Fwd P/E: 32.71X Cap: $3.15T
  • View AAPL Profile
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• Amazon.com Inc. (AMZN $226.13)
  • $226.13 Fwd P/E: 36.46X Cap: $2.40T
  • View AMZN Profile
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• Alphabet Inc. (GOOG $185.94)
  • $185.94 Fwd P/E: 20.61X Cap: $2.25T
  • View GOOG Profile
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• AbbVie Inc. (ABBV $189.26)
  • $189.26 Fwd P/E: 81.79X Cap: $334.30B
  • View ABBV Profile
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• Medtronic plc. (MDT $89.61)
  • $89.61 Fwd P/E: 24.8X Cap: $114.81B
  • View MDT Profile
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• Zimmer Biomet Holdings Inc. (ZBH $93.19)
  • $93.19 Fwd P/E: 21.09X Cap: $18.43B
  • View ZBH Profile
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Q: Retired DIY investor. I find that I’m overweight in Tech stocks having AMZN, AAPL, GOOG, and MSFT and on the Cdn side CSU and SHOP. Meanwhile I have no healthcare stocks. I’m considering selling Apple and rotating into ABBV, MDT, or ZBH.
Could I have your opinion on this move? Many thanks.

Upvote 5

Read Answer Asked by Harvey on November 06, 2023

• TELUS Corporation (T $22.31)
  • $22.31 Fwd P/E: 28.49X Cap: $33.77B
  • View T Profile
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Q: Hello 5i I think the first IPO for TELUS around 1990 was 10.00 per share.
Do have the info as to what one share at IPO share price of 10.00 would be worth today including splits.

Upvote 6

Read Answer Asked by Michael on November 06, 2023

• Alphabet Inc. (GOOG $185.94)
  • $185.94 Fwd P/E: 20.61X Cap: $2.25T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $510.05)
  • $510.05 Fwd P/E: 39.57X Cap: $3.79T
  • View MSFT Profile
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• Royal Bank of Canada (RY $182.14)
  • $182.14 Fwd P/E: 19.76X Cap: $256.73B
  • View RY Profile
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• Toronto-Dominion Bank (The) (TD $101.01)
  • $101.01 Fwd P/E: 10.41X Cap: $173.98B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $75.76)
  • $75.76 Fwd P/E: 15.86X Cap: $94.36B
  • View BNS Profile
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  • View Reports on BNS
• Enbridge Inc. (ENB $61.88)
  • $61.88 Fwd P/E: 22.77X Cap: $134.89B
  • View ENB Profile
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  • View Reports on ENB
• Sun Life Financial Inc. (SLF $85.35)
  • $85.35 Fwd P/E: 15.63X Cap: $48.51B
  • View SLF Profile
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  • View Reports on SLF
• Intact Financial Corporation (IFC $304.04)
  • $304.04 Fwd P/E: 24.2X Cap: $54.22B
  • View IFC Profile
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• Alimentation Couche-Tard Inc. (ATD $75.43)
  • $75.43 Fwd P/E: 19.86X Cap: $71.51B
  • View ATD Profile
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• Miscellaneous (MISC)
  • View MISC Profile
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• Hydro One Limited (H $48.00)
  • $48.00 Fwd P/E: 23.56X Cap: $28.78B
  • View H Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.31)
  • $92.31 Fwd P/E: 244.24X Cap: $152.08B
  • View BN Profile
  • View Questions on BN

Q: I'm looking to invest $60,000 for a minimum of 5 years. This money will be used towards a downpayment for a house. Can you please comment on a split of 50% SPY and 50% quality stocks, such as GOOG, MSFT, SLF, ATD, BN. Also can you please suggest some additional stock ideas that are fairly conservative for a 5 year hold. Thanks!

Upvote 36

Read Answer Asked by Janet on November 06, 2023

• Trisura Group Ltd. (TSU $44.32)
  • $44.32 Fwd P/E: 19.26X Cap: $2.11B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: hi folks...opinion on Q results for Trisura tsu/t....Scotia has EPS23E of $1.47, but 24E of $2.84...quite an increase....thoughts going forward, thanks, jb

Upvote 6

Read Answer Asked by John on November 06, 2023