Investment Q&A

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.35)
  • $44.35 P/E (TTM): 1.18X Cap: $8.96B
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• Vanguard FTSE Europe ETF (VGK $83.98)
  • $83.98 P/E (TTM): 20.09X Cap: $27.57B
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• Vanguard Total International Stock (VXUS $78.10)
  • $78.10 P/E (TTM): 1.83X Cap: $113.17B
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• iShares MSCI Japan ETF (EWJ $84.66)
  • $84.66 P/E (TTM): 39.27X Cap: $18.86B
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• iShares MSCI Emerging Markets ex China ETF (EMXC $79.61)
  • $79.61 P/E (TTM): 6.23X Cap: $16.53B
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Q: With the current downturn in the market, could you please recommend 5 global ETFs (not US based equities) and rank them from 1st to 5th.

Upvote 6

Read Answer Asked by Don on April 08, 2025

• KKR & Co. Inc. (KKR $92.02)
  • $92.02 P/E (TTM): 40.1X Cap: $85.22B
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• Blackstone Inc. (BX $112.32)
  • $112.32 P/E (TTM): 29.42X Cap: $85.75B
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• Apollo Global Management Inc. (APO $108.02)
  • $108.02 P/E (TTM): 19.82X Cap: $64.32B
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• Ares Management Corporation Class A (ARES $111.09)
  • $111.09 P/E (TTM): 72.0X Cap: $38.56B
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.42)
  • $56.42 P/E (TTM): 86.9X Cap: $130.38B
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Q: Hello 5i Team,

I have read your previous responses on Alternative Asset Management providers and particularly your thoughts on BN.

The above list of companies are likely to fall significantly in this down market and I was wondering at what prices would you buy and which are your favorites now.

Cheers and thank you in advance.

PK

Upvote 11

Read Answer Asked by Peter on April 08, 2025

Q: I'm sure many companies have done share buybacks recently . Can you recommend a website that tracks share buybacks for Canadian and US listed companies. ... especially Canadian oil & gas companies.
Thanks DAN

Upvote 4

Read Answer Asked by Daniel on April 08, 2025

• Cumberland Pharmaceuticals Inc. (CPIX $3.58)
  • $3.58 Cap: $73M
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Q: Please give your opinion on CPIX. Lots of inside buying. Thanks for your analysis.

Upvote 2

Read Answer Asked by Ian on April 08, 2025

• Alcoa Corporation (AA $59.65)
  • $59.65 P/E (TTM): 14.08X Cap: $15.93B
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• Caterpillar Inc. (CAT $692.26)
  • $692.26 P/E (TTM): 38.91X Cap: $328.53B
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• Eaton Corporation PLC (ETN $348.45)
  • $348.45 P/E (TTM): 33.92X Cap: $137.62B
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• Lockheed Martin Corporation (LMT $664.52)
  • $664.52 P/E (TTM): 30.92X Cap: $150.70B
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• Parker-Hannifin Corporation (PH $934.90)
  • $934.90 P/E (TTM): 36.02X Cap: $121.85B
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• Eagle Materials Inc (EXP $196.74)
  • $196.74 P/E (TTM): 16.01X Cap: $6.46B
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• Trane Technologies plc (TT $423.86)
  • $423.86 P/E (TTM): 34.29X Cap: $96.58B
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• RTX Corporation (RTX $206.92)
  • $206.92 P/E (TTM): 42.1X Cap: $273.63B
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Q: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?

Upvote 3

Read Answer Asked by Andrew on April 08, 2025

Q: Which would you prefer HPS.A, TVK or VHI from a growth perspective?

Thanks for your service?

Upvote 10

Read Answer Asked by Ozzie on April 08, 2025

• Thermo Fisher Scientific Inc (TMO $504.78)
  • $504.78 P/E (TTM): 28.9X Cap: $192.74B
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• Waters Corporation (WAT $306.62)
  • $306.62 P/E (TTM): 29.65X Cap: $30.95B
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• IDEXX Laboratories Inc. (IDXX $613.58)
  • $613.58 P/E (TTM): 49.59X Cap: $49.28B
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Q: Good Morning Peter, Ryan, and Team.
I would like your opinion of TMO at today's price ??
Thank you for your expert analysis. DL

Upvote 4

Read Answer Asked by Dennis on April 08, 2025

• GFL Environmental Inc. subordinate voting shares (GFL $61.77)
  • $61.77 P/E (TTM): 6.26X Cap: $22B
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Q: Could you please provide a more detailed rationale for your latest addition to the Balanced Portfolio. GFL.

How is the current valuation and debt, compared to its competitors ?

Could you also explain the recent secondary offering by some of its institutional share holders and the shares buyback by the Co.

Although, stock dropped on Friday, alongside the market, but do you consider the Co to be a decent hedge during uncertain tariff times ?

What will 5i rating for the Co, if you were to provide one ?

Thank You

Upvote 2

Read Answer Asked by rajeev on April 08, 2025

• BMO S&P 500 Index ETF (ZSP $100.99)
  • $100.99 P/E (TTM): 25.46X Cap: $21.28B
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• BMO Equal Weight Banks Index ETF (ZEB $60.05)
  • $60.05 P/E (TTM): 15.15X Cap: $4.83B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.25)
  • $53.25 P/E (TTM): 18.27X Cap: $26.15B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $66.51)
  • $66.51 P/E (TTM): 54.87X Cap: $701M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.65)
  • $43.65 P/E (TTM): 16.81X Cap: $1.15B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $66.19)
  • $66.19 P/E (TTM): 12.53X Cap: $6.62B
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $38.37)
  • $38.37 P/E (TTM): 11.93X Cap: $4.33B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $109.34)
  • $109.34 P/E (TTM): 31.86X Cap: $1.89B
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Q: Could you please provide your top 5 Canadian ETFS and top 3 dividend Canadian ETFs.  Rank the ETFs as well

Upvote 7

Read Answer Asked by Don on April 08, 2025

Q: Following up to Bens question on market multiples - does 5i have a website recommendation to reference current and archived multiples for respective NA Market index s ?

Upvote 3

Read Answer Asked by Brant on April 08, 2025

• Duke Energy Corporation (Holding Company) (DUK $130.56)
  • $130.56 P/E (TTM): 20.94X Cap: $102.34B
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• NextEra Energy Inc. (NEE $90.40)
  • $90.40 P/E (TTM): 28.06X Cap: $189.87B
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• American Water Works Company Inc. (AWK $134.94)
  • $134.94 P/E (TTM): 23.97X Cap: $26.28B
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• State Street Utilities Select Sector SPDR ETF (XLU $46.49)
  • $46.49 P/E (TTM): 23.28X Cap: $23.93B
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• Invesco Water Resources ETF (PHO $69.51)
  • $69.51 P/E (TTM): 28.12X Cap: $2.15B
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• Atmos Energy Corporation (ATO $183.98)
  • $183.98 P/E (TTM): 24.35X Cap: $30.89B
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Q: Please suggest some US utilities, either individual companies or ETF that make sense these days. Thanks

Upvote 3

Read Answer Asked by alex on April 08, 2025

• North West Company Inc. (The) (NWC $55.00)
  • $55.00 P/E (TTM): 18.86X Cap: $2.65B
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Q: North West has bucked the market trend rising 13% in the last two weeks on good volume. Is it that increased spending in the Northern stores is expected due to settlements or is there some other factor at play? They report Q4 April 9.

Upvote 4

Read Answer Asked by Jeff on April 07, 2025

• Dow Inc. (DOW $33.88)
  • $33.88 Cap: $24.26B
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Q: Hello your thoughts on DOW please

Upvote 1

Read Answer Asked by George on April 07, 2025

Q: If you own (cost basis) over $100,000 (I believe) of foreign stock, you need to fill out a T1135 form. My question is, if you owned EFTs for foreign companies, and purchased those EFTs on a Canadian market, will those EFTs need to be included on the T1135?

I know this is a tax question, but I hope it has an easy answer. Thanks.

Upvote 3

Read Answer Asked by Brad on April 07, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.58)
  • $189.58 P/E (TTM): 27.1X Cap: $2.23B
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• GFL Environmental Inc. subordinate voting shares (GFL $61.77)
  • $61.77 P/E (TTM): 6.26X Cap: $22B
  • View GFL Profile
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Q: Which would you prefer HPS.A or GFL from a growth perspective?

Thanks for your service?

Upvote 5

Read Answer Asked by Ozzie on April 07, 2025

• Vanguard S&P 500 ETF (VOO $620.91)
  • $620.91 P/E (TTM): 26.2X Cap: $833.19B
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• INVESCO QQQ Trust (QQQ $604.55)
  • $604.55 P/E (TTM): 30.22X Cap: $395.94B
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• Schwab US Dividend Equity ETF (SCHD $31.00)
  • $31.00 P/E (TTM): 16.74X Cap: $84.54B
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Q: A large portion of my portfolio is VOO, QQQM and SCHD. Would you recommend buying QQQ, VOO or SCHD when they are currently available for less from their highs?

Upvote 2

Read Answer Asked by Don on April 07, 2025

• Apple Inc. (AAPL $257.62)
  • $257.62 P/E (TTM): 33.23X Cap: $3.82T
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• NVIDIA Corporation (NVDA $181.59)
  • $181.59 P/E (TTM): 37.36X Cap: $4.45T
  • View NVDA Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $114.00)
  • $114.00 Cap: $13.61B
  • View ATZ Profile
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.36)
  • $15.36 P/E (TTM): 89.39X Cap: $1.53B
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• RH (RH $145.15)
  • $145.15 P/E (TTM): 27.6X Cap: $3.11B
  • View RH Profile
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Q: Hi,

Assuming that this trade war comes to a quick end…… what would be the best picks at this time ?

Any thoughts on Apple or nvdea

Upvote 7

Read Answer Asked by HARRY on April 07, 2025

• BetaPro S&P 500 -2x Daily Bear ETF (SPXD $11.48)
  • $11.48 P/E (TTM): 32.08X Cap: $54M
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Q: Hi,

I'm a conservative, almost 60yr old inverter who, last Friday, panicked and shifted about half of my portfolio into ETF bonds as a safer haven for now due to Trump's global tariff mayhem. Now, of course, I'm considering the unthinkable - Canadian inverse bear ETF's to try to get some money back from the crash. I may never have the nerve to do such a thing since I realize there is a high-risk gamble, no dividend and high fees involved. Is there anything else I should be aware of before I dip my toe into such extreme ETF's ?? Is it better to stay in CAD or shift to USD ?

Thanks - Nick

Upvote 1

Read Answer Asked by Nick on April 07, 2025

Q: Would you agree that these unusual times, as 5i describes it, represents an unprecedented period where investors cannot decouple politics and economics?
Thanks in advance for your help during this turbulence.

Upvote 10

Read Answer Asked by Jerry on April 07, 2025

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
  • View PKI Profile
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Q: Dear 5i team.

Would appreciate your updated views on PKI with the recent news that Simpson is taking steps to field 9 new board members.
What is your educated guess on how this plays out?
I see the chart indicating a bounce opportunity as it's trading back to levels currently that look like triple bottom to my non educated eye.

Appreciate your assesment.

Upvote 2

Read Answer Asked by Arthur on April 07, 2025