Investment Q&A

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $57.72)
  • $57.72 P/E (TTM): 98.54X Cap: $3.77B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $104.34)
  • $104.34 P/E (TTM): 102.2X Cap: $1.13B
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Q: You prefer unhedged ETF so would ZNQ be a better choice than XQQ? This is for a RESP?

Thanks

Upvote 6

Read Answer Asked on November 13, 2024

• goeasy Ltd. (GSY $203.65)
  • $203.65 P/E (TTM): 12.3X Cap: $3.27B
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Q: Can you talk about the insider ownership of goeasy and the major holders of the shares please ? Thanks

Upvote 8

Read Answer Asked by jean on November 13, 2024

• ATS Corporation (ATS $37.33)
  • $37.33 Cap: $3.64B
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• Purpose High Interest Savings Fund (PSA $50.08)
  • $50.08 Cap: $3.15B
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• Boyd Group Services Inc. (BYD $220.43)
  • $220.43 P/E (TTM): 257.7X Cap: $4.73B
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• Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV $18.70)
  • $18.70 P/E (TTM): 36.38X Cap: $783M
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• Global X High Interest Savings ETF (CASH $50.06)
  • $50.06 Cap: $6.81B
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• High Interest Savings Account ETF (HISA)
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Q: I have sold the above two companies, half of BYD and all of ATS. The purpse was to raise cash and put it into a high interest Canadian dollar savings ETF to wait out the first part of the Trump presidential version Nu. two.

Do you have an ETF that you recommend or maybe another suggestion?

Upvote 6

Read Answer Asked by Cathy on November 13, 2024

• Costco Wholesale Corporation (COST $994.57)
  • $994.57 P/E (TTM): 57.29X Cap: $441.06B
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• Meta Platforms Inc. (META $747.72)
  • $747.72 P/E (TTM): 27.27X Cap: $1.87T
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• Intuitive Surgical Inc. (ISRG $480.45)
  • $480.45 P/E (TTM): 66.74X Cap: $172.23B
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• NVIDIA Corporation (NVDA $175.40)
  • $175.40 P/E (TTM): 56.66X Cap: $4.27T
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• Palo Alto Networks Inc. (PANW $184.43)
  • $184.43 P/E (TTM): 103.75X Cap: $122.97B
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• The Trade Desk Inc. (TTD $52.53)
  • $52.53 P/E (TTM): 63.29X Cap: $25.68B
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• Axon Enterprise Inc. (AXON $760.89)
  • $760.89 P/E (TTM): 183.43X Cap: $59.73B
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• CrowdStrike Holdings Inc. (CRWD $419.17)
  • $419.17 Cap: $104.47B
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Q: The following stocks are all up nicely: AXON, PANW, NVDA, COST, ISRG, META, TTD and CRWD. All are mid size positions in my portfolio. Where do you see the markets going in January? Would you recommend trimming any of these stocks? Would you suggest holding more cash going into the new year? Thank you

Upvote 15

Read Answer Asked by Kim on November 13, 2024

• Apple Inc. (AAPL $226.01)
  • $226.01 P/E (TTM): 34.99X Cap: $3.35T
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• Berkshire Hathaway Inc. (BRK.B $488.68)
  • $488.68 P/E (TTM): 16.63X Cap: $1.05T
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Q: Hello 5i
I wonder whether you could provide some clarity on the question of sectors. According to 5i my sectors are out of whack. But, I am not buying real estate because I consider my house to represent that. My financials don't include any banks but BrK.B, CSU, etc. and it is overweight. But, I don't really see these companies as primary financial companies. Anything that you could add to this that would clarify the situation? Also, I was wondering whether you break down eft's into sectors or stocks on your portfolio tracking and analysis tool?
thanks

Upvote 4

Read Answer Asked by joseph on November 13, 2024

• KKR & Co. Inc. (KKR $138.09)
  • $138.09 P/E (TTM): 66.17X Cap: $123.03B
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• Blackstone Inc. (BX $164.47)
  • $164.47 P/E (TTM): 45.09X Cap: $121.22B
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• Apollo Global Management Inc. (APO $135.34)
  • $135.34 P/E (TTM): 25.53X Cap: $77.41B
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• Brookfield Corporation Class A Limited Voting Shares (BN $88.89)
  • $88.89 P/E (TTM): 150.95X Cap: $132.96B
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Q: Please rank BN, KKR, BX and APO, in order of preference and what would be a good entry point.

Upvote 3

Read Answer Asked by Dennis on November 13, 2024

• Miscellaneous (MISC)
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Q: Explain to me, when you tell a client to take a half of a position, how does that work? Say you want to invest $10,000 in a stock, do you buy $5000 say today and than what do you do? Buy the remainder when the stock goes down, or when the stock has gone up.
Thanks Again

Upvote 16

Read Answer Asked by eugene on November 13, 2024

• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM $33.14)
  • $33.14 P/E (TTM): 0.75X Cap: $1.25B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $44.68)
  • $44.68 P/E (TTM): 0.75X Cap: $13.48B
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Q: Should I hedge my EAFE ETFs considering that their holdings are from multiple countries? I am considering either XEF or ZDM? they seem pretty much the same except one hedges to CAD and one does not.

Upvote 1

Read Answer Asked by Mary on November 13, 2024

• The Westaim Corporation (WED $28.48)
  • $28.48 Cap: $959M
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Q: Many updates since the last review of this company. With new shares being issued at $4.75 I would hope this provides a level of support, but not sure I should be holding hoping to see results vs selling now after a nice run and waiting for the results first and then reinvesting.

Upvote 1

Read Answer Asked by Jim on November 13, 2024

• Manulife Financial Corporation (MFC $41.74)
  • $41.74 P/E (TTM): 13.32X Cap: $70.89B
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• Sun Life Financial Inc. (SLF $81.25)
  • $81.25 P/E (TTM): 14.79X Cap: $46.18B
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Q: Ignoring portfolio weightings, Can you give some advice on when to sell your winners? For example MFC has had a nice run. It seems fully valued. I am an income investor and am consider shifting to SLF for no other reason than the pick up in yield. There are other ‘winners’ I have that appear to be fully valued and I could shift elsewhere to boost income. What are the right things to consider re timing on when to sell?

Upvote 16

Read Answer Asked by Mark on November 13, 2024

• Hewlett Packard Enterprise Company (HPE $21.04)
  • $21.04 P/E (TTM): 20.92X Cap: $27.60B
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• Super Micro Computer Inc. (SMCI $42.61)
  • $42.61 P/E (TTM): 23.63X Cap: $25.43B
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• Dell Technologies Inc. Class C (DELL $128.48)
  • $128.48 P/E (TTM): 21.03X Cap: $87.21B
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• Vertiv Holdings LLC Class A (VRT $127.54)
  • $127.54 P/E (TTM): 75.03X Cap: $48.70B
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Q: Who are competitors to SMCI, and which one would benefit most in long term from the tanking of SMCI so I can initiate a position today? Thank you.

Upvote 5

Read Answer Asked by David on November 13, 2024

• MCAN Mortgage Corporation (MKP $21.44)
  • $21.44 P/E (TTM): 11.6X Cap: $849M
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Q: I would like your thoughts on MCan Financial today. Their results were good, but are they worth the jump today? They sold shares earlier in the year which got me nervous, but it seems like they are delivering.

Upvote 1

Read Answer Asked by Gordon on November 13, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $48.53)
  • $48.53 P/E (TTM): 1.66X Cap: $3.13B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $42.85)
  • $42.85 P/E (TTM): 0.16X Cap: $2.77B
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• Vanguard S&P 500 Index ETF (VFV $157.52)
  • $157.52 P/E (TTM): 82.03X Cap: $24.58B
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• Vanguard Total International Stock (VXUS $71.46)
  • $71.46 P/E (TTM): 0.5X Cap: $96.05B
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Q: What are your recommended non-Canadian equity ETFs?
Do you prefer US only ETFs, or worldwide non-Canadian ETFs, for a long term hold?
Is it more likely that US equities will outperform non-US, such as Europe and Japan, or is it too hard to tell?

Upvote 6

Read Answer Asked by David on November 13, 2024

Q: What is DOCCKS

Upvote 3

Read Answer Asked by Maureen on November 13, 2024

• Fortis Inc. Cumulative Redeemable 5-Year Fixed Rate Reset 1st Preference Series G (FTS.PR.G $23.73)
  • $23.73 P/E (TTM): 20.49X Cap: $35.08B
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Q: Thank you for your answer the other day with respect to these pref shares. Could you outline what may happen to the price of the shares depending on the reset rates. For example could the price fall to maintain a certain yield? Thanks again

Upvote 1

Read Answer Asked by Steven on November 13, 2024

• Power Corporation of Canada Subordinate Voting Shares (POW $57.54)
  • $57.54 P/E (TTM): 13.65X Cap: $36.89B
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Q: I appreciate previous concerns with Power, any update based on earnings. In general, the pace of interest rate declines appears to be moderating, is this good for insurance companies?

Upvote 4

Read Answer Asked by Jim on November 13, 2024

Q: Groupe Dynamite Hi - would like your thoughts on this IPO - is the valuation reasonable and what is the growth expected? Fashion stocks tend to be very volatile- would this be of interest?

Upvote 2

Read Answer Asked by Scott on November 13, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $91.38)
  • $91.38 Cap: $4.70B
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• Global X S&P 500 Index Corporate Class ETF (HXS.U $65.73)
  • $65.73 Cap: $3.42B
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Q: Awhile back I asked a question about the Horizon etf's , which pay in capital gains, rather than dividends. You were good enough to supply me with HXS and HXT. The HXS is the S&P 500. But, it is bought in Canadian dollars. I didn't mention it but I was looking for one that could be bought and sold in US dollars. Is there something from Horizon that can do that? Or, from another company?
thanks for the great service

Upvote 2

Read Answer Asked by joseph on November 12, 2024

• NVIDIA Corporation (NVDA $175.40)
  • $175.40 P/E (TTM): 56.66X Cap: $4.27T
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• Super Micro Computer Inc. (SMCI $42.61)
  • $42.61 P/E (TTM): 23.63X Cap: $25.43B
  • View SMCI Profile
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Q: Is Peter and team still bullish on NVDA not withstanding Super Micro's issues?

Upvote 6

Read Answer Asked by Adel on November 12, 2024

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $43.04)
  • $43.04 P/E (TTM): 83.32X Cap: $628M
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• BMO S&P US Small Cap Index ETF (ZSML.U $41.02)
  • $41.02 P/E (TTM): 50.46X Cap: $6M
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• BMO S&P US Small Cap Index ETF (ZSML $42.06)
  • $42.06 P/E (TTM): 50.46X Cap: $92M
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Q: Is there an ETF in CAD { unhedged } that you would recommend that follows the Russel 2000?

Thanks

Upvote 2

Read Answer Asked by paul on November 12, 2024