Investment Q&A

• Alpha Architect 1-3 Month Box ETF (BOXX $112.93)
  • $112.93 Cap: $7.06B
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Q: What do think of this ETF ? Income is taxed as capital gain, but is it worth it ?

Upvote 4

Read Answer Asked by Martin on April 14, 2025

• INVESCO QQQ Trust (QQQ $561.25)
  • $561.25 P/E (TTM): 59.46X Cap: $359.71B
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• Cellebrite DI Ltd. (CLBT $14.26)
  • $14.26 Cap: $3.40B
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• Nebius Group N.V. (NBIS $51.01)
  • $51.01 Cap: $12.46B
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Q: I own the above stocks/funds. Do you think it’s best to continue to hold or sell to purchase different investments?
Thanks

Upvote 4

Read Answer Asked by Ben on April 14, 2025

• ProShares VIX Short-Term Futures ETF (VIXY $43.55)
  • $43.55 Cap: $193M
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• BetaPro S&P 500 VIX Short-Term Futures ETF (VOLX $7.82)
  • $7.82 Cap: $16M
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Q: Would you recommend VIX stocks like VOLX:CA and VIXY:US or gold stocks at this time?

Upvote 2

Read Answer Asked by Margie on April 14, 2025

• Applovin Corporation (APP $350.00)
  • $350.00 P/E (TTM): 66.24X Cap: $123.90B
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• Propel Holdings Inc. (PRL $36.17)
  • $36.17 P/E (TTM): 18.68X Cap: $1.42B
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Q: For a three year timeline in my growth allocation, would you go with Propel or with Applovin in simple terms of potential price appreciation?

Upvote 7

Read Answer Asked by Michael on April 14, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $37.20)
  • $37.20 Cap: $24.57B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $43.81)
  • $43.81 P/E (TTM): 538.8X Cap: $28.99B
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Q: I am considering taking positions in both of the above companies. Is there any redundancy in this proposal, i.e., would bip.un assets cover what bep.un owns and beyond.

Thanks

David

Upvote 7

Read Answer Asked by david on April 14, 2025

Q: Hello, is there an open source where can I download S&P 500 and predecessor daily historical data to 1928?
Thanks

Upvote 4

Read Answer Asked by Darryl on April 14, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD $32.57)
  • $32.57 P/E (TTM): 100.95X Cap: $2.07B
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• Sprott Physical Gold Trust Unit (PHYS $26.31)
  • $26.31 P/E (TTM): 24.9X Cap: $10.49B
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Q: I see the suggestion of going to gold for safety in this market. Do your mean buying gold pieces at Costco or other means? I need some recommendations on how to enter the market and take the least amount of risk.

Upvote 6

Read Answer Asked by Brenda on April 14, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.01)
  • $132.01 P/E (TTM): 17.26X Cap: $1.54B
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• Global Payments Inc. (GPN $84.11)
  • $84.11 P/E (TTM): 13.13X Cap: $19.79B
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• kneat.com inc. (KSI $5.81)
  • $5.81 Cap: $551M
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• Vitalhub Corp. (VHI $12.53)
  • $12.53 P/E (TTM): 273.33X Cap: $686M
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• Vertiv Holdings LLC Class A (VRT $125.29)
  • $125.29 P/E (TTM): 73.38X Cap: $48.09B
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• Shift4 Payments Inc. Class A (FOUR $106.79)
  • $106.79 P/E (TTM): 35.76X Cap: $9.23B
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• Symbotic Inc. (SYM $49.40)
  • $49.40 Cap: $29.29B
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• Nebius Group N.V. (NBIS $51.01)
  • $51.01 Cap: $12.46B
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Q: I am looking for tax-loss proxy ideas for the following names: CAN: HPS.A, KSI, VHI. US: NBIS, SYM, FOUR. Thank you!

Upvote 3

Read Answer Asked by Andrew on April 14, 2025

• Franco-Nevada Corporation (FNV $218.54)
  • $218.54 P/E (TTM): 48.68X Cap: $41.10B
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• Agnico Eagle Mines Limited (AEM $175.02)
  • $175.02 P/E (TTM): 26.08X Cap: $84.41B
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Q: Best gold stocks?

Upvote 8

Read Answer Asked by Pierre on April 14, 2025

• Whitecap Resources Inc. (WCP $10.05)
  • $10.05 P/E (TTM): 6.44X Cap: $5.81B
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Q: the new WCP currently has a near 10% yield - red flag territory? What is the payout ratio based on current oil prices - and has WCP had to cut its dividend in the past?
Is insider ownership decent?

Upvote 5

Read Answer Asked by Scott on April 14, 2025

Q: The other day you told someone not to continue a mistake if they realize they’ve made a mistake. The person went short and then the market had an up day. I think that was great advice. One of my biggest investing mistakes has been to double down on a losing hand. I think it’s a gamblers mentality. I just wanted to share this feedback. Thanks and please feel free to post my comment!

Upvote 13

Read Answer Asked by Jason on April 14, 2025

• Dye & Durham Limited (DND $9.08)
  • $9.08 Cap: $618M
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Q: Hi 5i,

Would appreciate your thoughts on DND at this current valuation. ($8.23 as of April 11/25)

At current levels its a pretty tempting buy.

Thank you,

Greg C.

Upvote 1

Read Answer Asked by GREGORY on April 14, 2025

• iShares Global Tech ETF (IXN $94.26)
  • $94.26 P/E (TTM): 55.99X Cap: $5.67B
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Q: Hello,
Can you please recommend an ETF for the technology sector (US, CAN or international exposure) that can be held long term and with reasonable fee. Moderate risk. If not trading in $CAD, what are the implications if held in RRSP, TFSA or cash account? Thank you.

Upvote 3

Read Answer Asked by Pierre on April 14, 2025

• Celestica Inc. (CLS $213.32)
  • $213.32 P/E (TTM): 46.54X Cap: $25.65B
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Q: In the answer about "5 Canadian growth stocks would you start to accumulate today" you mentioned that Celestica was "high risk, but it has come down to attractive valuations". Can you give you us the most important and particular risks you see for Celestica?

Upvote 7

Read Answer Asked by André on April 14, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD $32.57)
  • $32.57 P/E (TTM): 100.95X Cap: $2.07B
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• Sprott Physical Gold Trust (PHYS $35.82)
  • $35.82 P/E (TTM): 24.9X Cap: $14.37B
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• Global X Gold Producer Equity Covered Call ETF (GLCC $37.78)
  • $37.78 P/E (TTM): 18.47X Cap: $328M
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• Hamilton Gold Producer YIELD MAXIMIZER TM ETF (AMAX $25.60)
  • $25.60 P/E (TTM): 32.79X Cap: $136M
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• YieldMax Gold Miners Option Income Strategy ETF (GDXY $15.05)
  • $15.05 Cap: $105M
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Q: Hello
Can PHYS, GLCC, GDXY and XGD be held in TFSA/RRSP accounts?
Is this collection a good mix?
Would AMAX be a better option than some of the aforementioned and if so, which would you replace with AMAX / drop completely.
Thank you.

Upvote 1

Read Answer Asked by Nadya on April 14, 2025

• BCE Inc. (BCE $33.15)
  • $33.15 P/E (TTM): 78.17X Cap: $29.95B
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• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $39.35)
  • $39.35 P/E (TTM): 12.0X Cap: $9.32B
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Q: Hi Peter and Team,

Do news stories like this affect the stock price of either the plaintiff or the defendant?

“Quebecor Inc.-subsidiary Videotron is suing Rogers Communications Inc. for $91 million over an alleged breach of contract related to the sale of Freedom Mobile two years ago.”

We have a small holding in QBR.B and although it’s slightly down in price compared to when we bought it, it certainly is holding up better than our large holding in BCE (down almost 50%, not including dividends), but BCE is an issue for another question!

Thanks for the great help you’ve supplied over the years.

Upvote 4

Read Answer Asked by Jerry on April 14, 2025

• Miscellaneous (MISC)
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Q: Good afternoon - Trump has been granted permission to at least temporarily fire two agency leaders. In your opinion has the risk of Jerome Powell being fired increased? And ultimately a losing an independent fed increased? Thanks

Upvote 5

Read Answer Asked by Janet on April 14, 2025

• iShares S&P/TSX Capped Energy Index ETF (XEG $17.14)
  • $17.14 P/E (TTM): 36.8X Cap: $1.67B
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• Ninepoint Energy Fund (NNRG)
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Q: With energy stocks lower due to this trade war, would this be a good time to look at getting into this sector assuming it would be through an energy ETF? If so, do you have a few names that trade in Canada that provide a decent return, and some safety through a lower payout ratio? Thanks for your insight.

Upvote 1

Read Answer Asked by Will on April 14, 2025

• Constellation Software Inc. (CSU $4,850.24)
  • $4,850.24 P/E (TTM): 102.67X Cap: $104.49B
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• Topicus.com Inc. (TOI $186.24)
  • $186.24 P/E (TTM): 100.73X Cap: $24.92B
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• Lumine Group Inc. (LMN $52.00)
  • $52.00 Cap: $13.32B
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Q: Hi 5i,

In which risk level would you place each of them?

CSU, LMN, TOI

High
Medium
Low

Upvote 10

Read Answer Asked by Charles on April 14, 2025

• Bank of America Corporation (BAC $47.77)
  • $47.77 P/E (TTM): 14.17X Cap: $357.61B
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• JPMorgan Chase & Co. (JPM $291.43)
  • $291.43 P/E (TTM): 14.28X Cap: $808.63B
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Q: Hello,

Do you see any opportunities in big US banks? If so, which ones, and what entry prices would you see as attractive?

Thanks.

Upvote 4

Read Answer Asked by Satish on April 14, 2025