Investment Q&A

• Miscellaneous (MISC)
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Q: A further question on AI. Has your firm investigated using it to aid investment decisions? I recently had a discussion with a university professor using AI to write papers for instance and it sounds like the possibilities are endless.

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Read Answer Asked by Greg on June 22, 2023

• Enbridge Inc. (ENB $61.01)
  • $61.01 P/E (TTM): 22.88X Cap: $133B
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Q: Hi ,

It is becoming increasingly hard to ‘keep the faith’ with respect to dividend growth stocks given their overall returns over the last year or so.

In particular, Enbridge has been a huge disappointment in terms of overall return, along with VDY and XEI due to poor performance of bank and energy stocks.

I am looking at replacing ENB as its outlook from a technical perspective is poor https://canada.swingtradebot.com/equities/ENB:TSX

Any suggestions ? this would be for a buy and hold cash account.

Best Regards,
Paul

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Read Answer Asked by Paul on June 22, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Restaurant Brands International Inc. (QSR $94.30)
  • $94.30 P/E (TTM): 23.44X Cap: $42.87B
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• Chartwell Retirement Residences (CSH.UN $17.96)
  • $17.96 P/E (TTM): 85.38X Cap: $5.08B
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• Granite Real Estate Investment Trust (GRT.UN $72.56)
  • $72.56 P/E (TTM): 14.34X Cap: $4.51B
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• Thomson Reuters Corporation (TRI $278.31)
  • $278.31 P/E (TTM): 43.86X Cap: $125.37B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• InterRent Real Estate Investment Trust (IIP.UN $13.31)
  • $13.31 Cap: $1.86B
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• Exchange Income Corporation (EIF $65.89)
  • $65.89 P/E (TTM): 26.65X Cap: $3.38B
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• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
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Q: Good morning 5i, I'm looking to top up the following stocks in my portfolio. Can you rank them by timely buys first ( always looking for a deal) while being cognizant of dividends and growth. Your help is much appreciated.

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Read Answer Asked by Mark on June 22, 2023

Q: Hey guys!
Do think this is a good time to over weight the Banking Sector with the pull back or is it a time for caution? I find myself with lots of bank stocks! Like the dividends…
Thanks
Peter

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Read Answer Asked by Peter on June 22, 2023

Q: Hali's question about paperwork found re an old mine triggered my curiosity about paperwork that our family has for ELINOR mines in Northern Ontario. Does Bloomberg have any records about that mine?
Very much appreciated
Thankyou

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Read Answer Asked by El-ann on June 22, 2023

• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.10)
  • $18.10 P/E (TTM): 27.9X Cap: $164M
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Q: Retired, dividend-income investor. At what point does liquidity become an issue? I currently own 4000+ shares of LIFE and am considering adding another 500 shares. I believe that LIFE trades roughly 9000 shares/day.

LIFE is my proxy for the HC sector and it is my intent to hold for the long term. I know I could buy another HC ETF, like HHL. However I run a concentrated portfolio.

Thoughts? Thanks....Steve

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Read Answer Asked by Stephen on June 22, 2023

• Alphabet Inc. (GOOG $191.15)
  • $191.15 P/E (TTM): 20.75X Cap: $2.31T
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• Alphabet Inc. (GOOGL $190.10)
  • $190.10 P/E (TTM): 20.65X Cap: $2.30T
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Q: what is the difference between these 2 and which one would you say is a better buy.

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Read Answer Asked by wilson on June 22, 2023

• Westshore Terminals Investment Corporation (WTE $28.17)
  • $28.17 P/E (TTM): 15.59X Cap: $1.74B
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• Logistec Corporation Class B Subordinate Voting Shares (LGT.B $66.95)
  • $66.95 P/E (TTM): 30.71X Cap: $858M
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Q: I am considering buying either WTE or LGT.B
which would you recommend and why

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Read Answer Asked by Mavis on June 22, 2023

• iShares Russell 2000 Growth ETF (IWO $290.47)
  • $290.47 P/E (TTM): 41.78X Cap: $11.79B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.58)
  • $43.58 P/E (TTM): 5.58X Cap: $14.20B
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• SPDR S&P 500 ETF Trust (SPY $628.77)
  • $628.77 P/E (TTM): 24.47X Cap: $648.75B
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• INVESCO QQQ Trust (QQQ $564.17)
  • $564.17 P/E (TTM): 59.46X Cap: $359.71B
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• Vanguard FTSE Developed Markets ETF (VEA $57.01)
  • $57.01 P/E (TTM): 0.15X Cap: $159.42B
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Q: Can you suggest a few stocks and /or etfs either us or CDN?

Thank you, michael.

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Read Answer Asked by Michael on June 22, 2023

• Manulife Financial Corporation (MFC $41.75)
  • $41.75 P/E (TTM): 15.96X Cap: $71.94B
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• Power Corporation of Canada Subordinate Voting Shares (POW $54.17)
  • $54.17 P/E (TTM): 13.05X Cap: $34.77B
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• iA Financial Corporation Inc. (IAG $143.55)
  • $143.55 P/E (TTM): 14.61X Cap: $13.41B
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• Labrador Iron Ore Royalty Corporation (LIF $27.74)
  • $27.74 P/E (TTM): 12.8X Cap: $1.77B
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• BMO Covered Call Utilities ETF (ZWU $11.17)
  • $11.17 P/E (TTM): 47.01X Cap: $1.95B
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Q: I have a bit of money to invest in dividend paying stocks for a long term hold . What do you think of the 5, I have listed or can you suggest anything better ? Thanks.

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Read Answer Asked by Frank on June 22, 2023

• Royal Bank of Canada (RY $182.36)
  • $182.36 P/E (TTM): 19.69X Cap: $257.04B
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• Toronto-Dominion Bank (The) (TD $101.82)
  • $101.82 P/E (TTM): 10.34X Cap: $175.38B
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• Fortis Inc. (FTS $65.86)
  • $65.86 P/E (TTM): 19.59X Cap: $33.03B
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• Brookfield Renewable Partners L.P. (BEP.UN $37.34)
  • $37.34 Cap: $24.57B
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• Hydro One Limited (H $48.34)
  • $48.34 P/E (TTM): 23.61X Cap: $28.99B
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Q: US stock market almost recovered after a stunning run lately. The Canadian market is apparently still recovering. Do you think there is a rotation that will be going on, e.g. Canadian stock market, or non-AI stocks? I am wondering whether there are some Canadian stocks that may be benefit from the rotations that we can invest now?

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Read Answer Asked by Yiwen on June 22, 2023

• goeasy Ltd. (GSY $176.43)
  • $176.43 P/E (TTM): 11.38X Cap: $2.90B
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• Tamarack Valley Energy Ltd. (TVE $5.07)
  • $5.07 P/E (TTM): 10.79X Cap: $2.56B
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Q: Hi, these are my two stocks that are down the most . I think I will keep GSY through this downturn as I have more confidence in it during rough times? Could you talk about TVE and reasons why I should keep it , sell to half position or just sell for tax loss. We seem to be swimming against the current with government and environmentalists with oil and gas companies. Is it worth keeping at least into the new year when these companies seem to do better?
Thanks

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Read Answer Asked by Brad on June 22, 2023

• Health Care Select Sector SPDR (XLV $131.09)
  • $131.09 P/E (TTM): 65.56X Cap: $32.38B
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• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $48.22)
  • $48.22 P/E (TTM): 18.64X Cap: $3.11B
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• iShares U.S. Healthcare ETF (IYH $55.01)
  • $55.01 P/E (TTM): 64.07X Cap: $2.64B
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• SPDR Portfolio S&P 500 High Dividend ETF (SPYD $43.34)
  • $43.34 P/E (TTM): 38.67X Cap: $6.93B
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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.

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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

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Read Answer Asked by Keith on June 21, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $37.34)
  • $37.34 Cap: $24.57B
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• Granite Real Estate Investment Trust (GRT.UN $72.56)
  • $72.56 P/E (TTM): 14.34X Cap: $4.51B
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• BMO Equal Weight REITs Index ETF (ZRE $22.41)
  • $22.41 P/E (TTM): 54.85X Cap: $590M
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• BMO Equal Weight Utilities Index ETF (ZUT $24.87)
  • $24.87 P/E (TTM): 38.82X Cap: $554M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $16.00)
  • $16.00 P/E (TTM): 30.21X Cap: $1.20B
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.58)
  • $30.58 P/E (TTM): 42.56X Cap: $351M
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• Hydro One Limited (H $48.34)
  • $48.34 P/E (TTM): 23.61X Cap: $28.99B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.73)
  • $11.73 P/E (TTM): 26.88X Cap: $3.43B
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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

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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

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Read Answer Asked by Michael on June 21, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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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.

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Read Answer Asked by Harry on June 21, 2023

• Mattr Corp. (MATR $12.57)
  • $12.57 Cap: $777M
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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!

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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?

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Read Answer Asked by Ian on June 21, 2023

• Mattr Corp. (MATR $12.57)
  • $12.57 Cap: $777M
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Q: is there any news on matr/shawcor, cannot find a thing, big volume, 52 week high. dave

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Read Answer Asked by david on June 21, 2023