Investment Q&A

• iShares MSCI Japan ETF (EWJ $80.36)
  • $80.36 P/E (TTM): 13.7X Cap: $15.51B
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• Vanguard FTSE Developed Markets ETF (VEA $59.41)
  • $59.41 P/E (TTM): 12.53X Cap: $165.11B
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• iShares Core MSCI EAFE ETF (IEFA $86.43)
  • $86.43 P/E (TTM): 0.94X Cap: $151.81B
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Q: Hi

What would be your picks for International stocks or ETF's, for both a cash account and RRSP accounts.

Thank you

Mike

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Read Answer Asked by Mike on October 20, 2023

• Maxim Power Corp. (MXG $4.47)
  • $4.47 P/E (TTM): 19.74X Cap: $281M
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Q: your comments on buying
mxg at current levels
please and thank you.

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Read Answer Asked by howard on October 20, 2023

• XPEL Inc. (XPEL $35.76)
  • $35.76 P/E (TTM): 21.86X Cap: $1.03B
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Q: Have you had time to review the short report from Culper on Xpel. What are your thoughts on their claims and whether this is an opportunity or signs of smoke where there may be more fire? Thx

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Read Answer Asked by Adam on October 20, 2023

• Lockheed Martin Corporation (LMT $463.87)
  • $463.87 P/E (TTM): 25.78X Cap: $106.70B
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• Northrop Grumman Corporation (NOC $579.87)
  • $579.87 P/E (TTM): 21.45X Cap: $81.84B
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• AeroVironment Inc. (AVAV $247.05)
  • $247.05 P/E (TTM): 153.24X Cap: $10.55B
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• L3Harris Technologies Inc. (LHX $275.64)
  • $275.64 P/E (TTM): 30.6X Cap: $50.64B
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• RTX Corporation (RTX $155.00)
  • $155.00 P/E (TTM): 33.89X Cap: $203.12B
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Q: Just wondering your top 3 US/Canadian stock picks focusing on increased military spending.

Thank you for providing this great product.
Mike

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Read Answer Asked by Mike on October 20, 2023

• Lithium Americas Corp. (LAC $3.90)
  • $3.90 Cap: $954M
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Q: why the recent selloff down 37% thanks

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Read Answer Asked by michael on October 20, 2023

• Magellan Aerospace Corporation (MAL $17.39)
  • $17.39 P/E (TTM): 25.33X Cap: $959M
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Q: Is this worth adding to, especially given the world events unfolding - will they be a net beneficiary which will result in growth?

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Read Answer Asked by Stephen on October 20, 2023

• Coveo Solutions Inc. Subordinate voting shares (CVO $8.96)
  • $8.96 Cap: $858M
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Q: Why is the stock taking such a hit today,after coming out with what seemed to me,good news on a new product???

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Read Answer Asked by terry on October 20, 2023

• Lumine Group Inc. (LMN $46.53)
  • $46.53 P/E (TTM): 191.81X Cap: $12.48B
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Q: Lumine has been drifting lower…Anything newsworthy going on?Do you still favour the prospects?

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Read Answer Asked by Kim on October 20, 2023

• Intuit Inc. (INTU $656.26)
  • $656.26 P/E (TTM): 54.61X Cap: $187.04B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $128.67)
  • $128.67 P/E (TTM): 17.62X Cap: $29.73B
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• Palo Alto Networks Inc. (PANW $197.33)
  • $197.33 P/E (TTM): 112.79X Cap: $131.99B
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• The Trade Desk Inc. (TTD $46.14)
  • $46.14 P/E (TTM): 62.69X Cap: $25.62B
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• Okta Inc. (OKTA $90.21)
  • $90.21 P/E (TTM): 106.53X Cap: $16.54B
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• HubSpot Inc. (HUBS $489.18)
  • $489.18 Cap: $26.46B
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• CrowdStrike Holdings Inc. (CRWD $424.87)
  • $424.87 Cap: $106.28B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $168.20)
  • $168.20 P/E (TTM): 85.63X Cap: $14.87B
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• Lumine Group Inc. (LMN $46.53)
  • $46.53 P/E (TTM): 191.81X Cap: $12.48B
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Q: Good morning

I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.

Peter

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Read Answer Asked by Peter on October 20, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $34.83)
  • $34.83 Cap: $22.94B
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• Toromont Industries Ltd. (TIH $145.96)
  • $145.96 P/E (TTM): 24.43X Cap: $11.87B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.13)
  • $118.13 P/E (TTM): 18.37X Cap: $1.45B
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• Topicus.com Inc. (TOI $168.20)
  • $168.20 P/E (TTM): 85.63X Cap: $14.87B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.99)
  • $92.99 P/E (TTM): 155.34X Cap: $137.26B
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Q: Adding new money into the Income Portfolio- Hello, I am adding new money to the Income Portfolio in my TFSA. Would you suggest/list the top 5is ( 5 investments!!) timely buys at this time, with a time frame of 2-3 years and overall return perspective?
Also, would you consider making this a feature in monthly portfolio reports - like top 2-3 buys? Thanks

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Read Answer Asked by RUPINDER on October 20, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.38)
  • $42.38 P/E (TTM): 1038.16X Cap: $19.50B
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Q: BIP.UN is going from bad to worse... but is the worst to come during tax loss selling season?

What's the book value on this? Maybe that will provide some cold comfort!

Thanks! Jim

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Read Answer Asked by Jim on October 20, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.38)
  • $42.38 P/E (TTM): 1038.16X Cap: $19.50B
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Q: further to yesterday's question from Arnold-----there are two articles re BIP.UN in Seeking Alpha yesterday re BIP.UN. Do you have any comments on the opinions and do you have any information on buyback from Brookfield on this stock.

Upvote 0

Read Answer Asked by joe on October 20, 2023

• OR Royalties Inc. (OR $49.28)
  • $49.28 P/E (TTM): 113.81X Cap: $9.25B
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• Sandstorm Gold Ltd. (SSL $16.10)
  • $16.10 P/E (TTM): 96.74X Cap: $4.66B
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Q: As of today which streaming stock would you invest in for gold exposure - Osisko or Sandstorm. I already have Franco Nevada. Thanks.
Mike

Upvote 1

Read Answer Asked by Michael on October 20, 2023

• BMO Mid Federal Bond Index ETF (ZFM $14.96)
  • $14.96 Cap: $848M
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.97)
  • $18.97 Cap: $838M
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• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.50)
  • $23.50 Cap: $1.09B
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Q: Hi 5i,
In today's environment; October 17, 2023.
If one wanted to purchase a Canadian Passive Fixed Income ETF to hold in a TFSA for 1 to 3 years and then potentially sell. Can you suggest some ETF's that might give out sized Total Return. My goal is Total Return and not necessarily High Yield.

Upvote 0

Read Answer Asked by Ian on October 20, 2023

Q: Hi 5i,
Are ETF and Fund companies required to detail "Performance Fees" in the "Fund Facts" document? If not, where must it be disclosed?

Upvote 0

Read Answer Asked by Ian on October 20, 2023

• BMO Covered Call Utilities ETF (ZWU $11.26)
  • $11.26 P/E (TTM): 53.76X Cap: $1.86B
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• Hamilton Enhanced Canadian Bank ETF (HCAL $30.93)
  • $30.93 P/E (TTM): 11.09X Cap: $670M
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.22)
  • $15.22 P/E (TTM): 9.37X Cap: $1.51B
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.49)
  • $13.49 Cap: $806M
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Q: From what I understand from 5i - HCAL should move up much faster than HMAX and ZWU should move up faster than UMAX when the market begins its recovery. Is this a correct analogy? Thx James

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Read Answer Asked by JAMES on October 20, 2023

Q: What is the potential regulatory risk related to HISAs? Is it restricted to HISA ETFs?

I have funds parked in a BMO investorline HISA for immediate deployment when needed:

https://www.bmoinvestorline.com/selfDirected/pdfs/BMT_HISA_Terms_CAD_EN.pdf

Can you explain what the regulatory risk and if it is applicable to my current holding?

Is there a better place to park funds?

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Read Answer Asked by Simon on October 20, 2023

• Enbridge Inc. (ENB $67.35)
  • $67.35 P/E (TTM): 23.46X Cap: $146.08B
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• Pembina Pipeline Corporation (PPL $53.69)
  • $53.69 P/E (TTM): 17.74X Cap: $30.84B
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Q: Dear 5i
When stocks that payout dividends/interest monthly i assume the share price of the stock temporarily goes down after the distribution is payed . If that is correct would it be wise to buy into that stock at that point when the stock is lower after the distribution ?
Also i can't decide whether to top up my enbridge position or start a new position in pembina . Do you have a preference ? Is it a good time to take on an energy position in addition to CNQ which i currently have ?
Thanks again and deduct as necessary .
Bill C

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Read Answer Asked by Bill on October 20, 2023

• XPEL Inc. (XPEL $35.76)
  • $35.76 P/E (TTM): 21.86X Cap: $1.03B
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Q: Do you think there is any truth to the Culper Research report that XPEL's long-time supplier Entrotech has formed a joint venture with PPG, which has integrated protection technology directly into OEM paint?

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Read Answer Asked by sandy on October 20, 2023

• TELUS Corporation (T $21.96)
  • $21.96 P/E (TTM): 35.47X Cap: $34.84B
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Q: What do you think of Telus. Thx

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Read Answer Asked by NICHOLAS on October 19, 2023