Investment Q&A

• Health Care Select Sector SPDR (XLV $144.30)
  • $144.30 P/E (TTM): 23.15X Cap: $36.45B
  • View XLV Profile
  • View Questions on XLV
• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $47.22)
  • $47.22 P/E (TTM): 16.38X Cap: $3B
  • View SPHD Profile
  • View Questions on SPHD
• iShares U.S. Healthcare ETF (IYH $60.80)
  • $60.80 P/E (TTM): 22.79X Cap: $2.89B
  • View IYH Profile
  • View Questions on IYH
• SPDR Portfolio S&P 500 High Dividend ETF (SPYD $42.53)
  • $42.53 P/E (TTM): 17.12X Cap: $7.12B
  • View SPYD Profile
  • View Questions on SPYD

Q: Could you please recommend a US Dividend ETF (in US $), preferably with a Dividend of 4% or more. Also US Dividend Healthcare ETF. What is a good entry point for each? Thank you.

Upvote 0

Read Answer Asked by Pat on June 21, 2023

Q: When purchasing a CDR of a US company in a non tax sheltered account if the company pays a dividend what happens regarding withholding taxes.
Keith

Upvote 0

Read Answer Asked by Keith on June 21, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Granite Real Estate Investment Trust (GRT.UN $77.51)
  • $77.51 P/E (TTM): 20.87X Cap: $4.69B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• BMO Equal Weight REITs Index ETF (ZRE $21.70)
  • $21.70 P/E (TTM): 19.0X Cap: $575M
  • View ZRE Profile
  • View Questions on ZRE
• BMO Equal Weight Utilities Index ETF (ZUT $26.73)
  • $26.73 P/E (TTM): 17.63X Cap: $788M
  • View ZUT Profile
  • View Questions on ZUT
• iShares S&P/TSX Capped REIT Index ETF (XRE $15.49)
  • $15.49 P/E (TTM): 16.98X Cap: $1.09B
  • View XRE Profile
  • View Questions on XRE
• iShares S&P/TSX Capped Utilities Index ETF (XUT $32.77)
  • $32.77 P/E (TTM): 21.18X Cap: $311M
  • View XUT Profile
  • View Questions on XUT
• Hydro One Limited (H $51.78)
  • $51.78 P/E (TTM): 24.94X Cap: $31.05B
  • View H Profile
  • View Questions on H
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.03)
  • $12.03 P/E (TTM): 25.77X Cap: $3.51B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: With utilities and real estate under pressure these days, can you recommend 4 choices in each sector for a conservative investor with a 10 year time line interested in income with some capital appreciation. Please include 2 ETFs and 2 companies in each sector.
Thanks,
Len

Upvote 0

Read Answer Asked by Leonard on June 21, 2023

Q: income vs growth stocks
can you please give me a list of your top favourite 10 can GROWTH stocks at the moment
thank you

Upvote 0

Read Answer Asked by Michael on June 21, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI
• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
  • View Questions on NVEI

Q: I am considering adding this to my portfolio but the expression "don't fight the tape " keeps holding me back. Pros, Cons and thoughts would be appreciated.

Upvote 0

Read Answer Asked by Harry on June 21, 2023

• Mattr Corp. (MATR $10.77)
  • $10.77 P/E (TTM): 15.5X Cap: $686M
  • View MATR Profile
  • View Questions on MATR

Q: Peter and His Wonder Team
This stock has been like winning the lottery...it has risen about 50% since May. Needless to say it makes my day. So what do you think? Do you think that it has more room to run or should I cash in my winning ticket? Ha!Ha! Also if there is some kind of so called recession would it be seriously devalued.
Thank you for your opinion and insight...it is always a voice of reason! With respect...thanks again!

Upvote 0

Read Answer Asked by Ernest on June 21, 2023

Q: Dear 5i,
At a high level with respect to Canadian stocks.
Which sectors are the most sensitive to interest rate changes?
For the ones you identify can you please suggest how they might react
when rates go up or down?

Upvote 0

Read Answer Asked by Ian on June 21, 2023

• Mattr Corp. (MATR $10.77)
  • $10.77 P/E (TTM): 15.5X Cap: $686M
  • View MATR Profile
  • View Questions on MATR

Q: is there any news on matr/shawcor, cannot find a thing, big volume, 52 week high. dave

Upvote 0

Read Answer Asked by david on June 21, 2023

• Vulcan Materials Company (Holding Company) (VMC $290.00)
  • $290.00 P/E (TTM): 40.86X Cap: $38.97B
  • View VMC Profile
  • View Questions on VMC

Q: Good day everyone may I have your thoughts on Vulcan Materials.
Thanks

Upvote 0

Read Answer Asked by George on June 21, 2023

• BMO Long Federal Bond Index ETF (ZFL $12.58)
  • $12.58 Cap: $2.25B
  • View ZFL Profile
  • View Questions on ZFL

Q: I purchased ZFL as a hedge against the possbility of a recession. I am now down 8% on this position, interest rates keep going up and there is no recession. Assuming a balanced diversified portfolio, what would you do with ZFL; HOLD, SELL or Add ??
Many Thanks
John

Upvote 0

Read Answer Asked by John on June 21, 2023

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.07)
  • $5.07 Cap: $1.26B
  • View NWH.UN Profile
  • View Questions on NWH.UN

Q: Could you please on this morning's press release

Upvote 0

Read Answer Asked by Brian on June 21, 2023

• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.58X Cap: $31.57B
  • View T Profile
  • View Questions on T

Q: Canadian telecom stocks have not been performing well recently.
1 ) Are Canadian telecoms strictly comparable to U.S. counterparts like VZ which has also not performed well but appears to trade more cheaply and with a higher dividend .
2) And if they are comparable , might that suggest that the Canadian companies could play catch-up to the downside ?
Thanks

Upvote 0

Read Answer Asked by William on June 21, 2023

• FLYHT Aerospace Solutions Ltd. (FLY)
  • Cap: $13M
  • View FLY Profile
  • View Questions on FLY
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.88)
  • $121.88 P/E (TTM): 16.24X Cap: $26.91B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A

Q: There is a news item that GIB.A has been awarded a contract to produce a "virtual flight data recorder". This sounds exactly like what FLY has been trying to sell for years but it never really got off the ground (sorry). Do you see GIB.A fairing better and what are the implications for FLY.
Thanks
Ian

Upvote 0

Read Answer Asked by Ian on June 21, 2023

• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.58X Cap: $31.57B
  • View T Profile
  • View Questions on T

Q: I was wondering why Telus seems to be underperforming right now.

Thank you.

Upvote 0

Read Answer Asked by Mary Jean on June 21, 2023

• Veeva Systems Inc. Class A (VEEV $285.03)
  • $285.03 P/E (TTM): 59.95X Cap: $46.71B
  • View VEEV Profile
  • View Questions on VEEV
• Progyny Inc. (PGNY $18.65)
  • $18.65 P/E (TTM): 32.59X Cap: $1.60B
  • View PGNY Profile
  • View Questions on PGNY

Q: I'm reviewing my portfolio to evaluate if there are any names i've held for a few years which haven't done much or i'm down on, and may be candidates to be sold and replaced with growthier names that have become more attractive. The 2 names that meet the criteria are VEEV and PGNY. With a focus on growth do you think either of these names should be sold and replaced or are they holds? Thx

Upvote 1

Read Answer Asked by Adam on June 21, 2023

• Labrador Iron Ore Royalty Corporation (LIF $28.62)
  • $28.62 P/E (TTM): 15.76X Cap: $1.83B
  • View LIF Profile
  • View Questions on LIF

Q: Current thoughts on LIF?

Upvote 0

Read Answer Asked by Andre on June 21, 2023

• Baxter International Inc. (BAX $19.16)
  • $19.16 Cap: $11.51B
  • View BAX Profile
  • View Questions on BAX

Q: Could you update your views on BAX.US and why?

Upvote 0

Read Answer Asked by Frank on June 21, 2023

• Builders Capital Mortgage Corp. (BCF $9.47)
  • $9.47 P/E (TTM): 8.51X Cap: $29M
  • View BCF Profile
  • View Questions on BCF
• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
  • View HCG Profile
  • View Questions on HCG
  • View Reports on HCG
• MCAN Mortgage Corporation (MKP $21.15)
  • $21.15 P/E (TTM): 11.79X Cap: $849M
  • View MKP Profile
  • View Questions on MKP
• Atrium Mortgage Investment Corporation (AI $11.31)
  • $11.31 P/E (TTM): 11.02X Cap: $539M
  • View AI Profile
  • View Questions on AI
• Firm Capital Mortgage Investment Corporation (FC $11.86)
  • $11.86 P/E (TTM): 11.63X Cap: $434M
  • View FC Profile
  • View Questions on FC
• Timbercreek Financial Corp. (TF $6.79)
  • $6.79 P/E (TTM): 14.2X Cap: $561M
  • View TF Profile
  • View Questions on TF
• Fabrinet (FN $438.00)
  • $438.00 P/E (TTM): 47.66X Cap: $15.86B
  • View FN Profile
  • View Questions on FN

Q: Hello 5i Team

Reviewing the publicly listed mortgage investment corporations (MIC) on the TSX and TSXV.

1 - Are there any others listed on exchange(s) other than the five listed?

2 - Is Builders Capital Mortgage Mortgage too small (~$19M market cap) for consideration?

3 - What is the best metric to compare MICs - price to earnings / price to book / others?

4- What would be your ranking - best to worst?

5 - Any other considerations?

Thank you

Upvote 0

Read Answer Asked by Stephen on June 21, 2023

• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.78X Cap: $35.25B
  • View FTS Profile
  • View Questions on FTS
• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• NFI Group Inc. (NFI $13.86)
  • $13.86 Cap: $1.66B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI
• Martinrea International Inc. (MRE $9.98)
  • $9.98 Cap: $740M
  • View MRE Profile
  • View Questions on MRE
• Magna International Inc. (MG $62.49)
  • $62.49 P/E (TTM): 10.62X Cap: $17.89B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Hydro One Limited (H $51.78)
  • $51.78 P/E (TTM): 24.94X Cap: $31.05B
  • View H Profile
  • View Questions on H

Q: With the rush to electrify economies, and reduce reliance on fossil fuels, many Co.'s will experience strong growth over the next several years. Can you provide a list of 6-8 Co.'s with strong fundamentals, that trade in Canada, from various affected sectors that you feel stand to benefit by this coming move to electrification. Please rank them from best growth prospects to least. Thank you and please take as many credits as required. ...Will

Upvote 0

Read Answer Asked by Will on June 21, 2023

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Dear 5i,
I came upon old (1945) stock certificate for Annamaque Mines, Limited when looking at old family papers. How can I check if shares have any value. Much Thanks for your advice.

Upvote 0

Read Answer Asked by Hali on June 21, 2023