Q: Can you please comment on earnings? In your Q & A on Sep 20 2023 it included this comment: "Consensus calls for a decline in earnings this year and only about 9% growth next year." Are there any further negative surprises over the past year?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Is there a free website that you can provide where one can see the historical p/e ratios of publicly-traded corporations?
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Vitalhub Corp. (VHI $12.53)
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WELL Health Technologies Corp. (WELL $4.68)
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BMO Covered Call Health Care ETF (ZWHC $26.06)
Q: I'm a 65 year old div investor with a defined pension. I'm investigating the BMO covered Call Health Care ETF (ZWHC) as a way to play the Health Care Sector as there is not much available in Cdn. I have a question on the cost of this ETF. The fact sheet states Max annual management fee of .65% and then it says an MER of .73%.
Do I add the two % up to equal 1.38% or would I just pay the MER of .73%?
I hold WELL (hoping for growth) but have been waiting quite awhile and nothing much seems to happen. I'm down (-26%). Its been good if you bought lately but if you bought back during COVID, not so much.
I know you still recommend it so should I hope for the best and wait awhile longer (hope not being much of an investment strategy) or move on? VHI seems to be moving better? Appreciate your thoughts.
Do I add the two % up to equal 1.38% or would I just pay the MER of .73%?
I hold WELL (hoping for growth) but have been waiting quite awhile and nothing much seems to happen. I'm down (-26%). Its been good if you bought lately but if you bought back during COVID, not so much.
I know you still recommend it so should I hope for the best and wait awhile longer (hope not being much of an investment strategy) or move on? VHI seems to be moving better? Appreciate your thoughts.
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Intuitive Surgical Inc. (ISRG $511.00)
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Eli Lilly and Company (LLY $776.44)
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Vitalhub Corp. (VHI $12.53)
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Oscar Health Inc. Class A (OSCR $14.70)
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RxSight Inc. (RXST $7.26)
Q: Hi team,
Looking for strong growth in the health sector.
Do you think OSCR-N, RXST-Q, VHI-T and National Health Care are the best options for the purpose ? And what is the level of risk ?
Please deduct as many credits as you see fit.
Gratefully,
Jacques IDS
Looking for strong growth in the health sector.
Do you think OSCR-N, RXST-Q, VHI-T and National Health Care are the best options for the purpose ? And what is the level of risk ?
Please deduct as many credits as you see fit.
Gratefully,
Jacques IDS
Q: Can I get your take on this micro cap please. They seem to be doing well. What do you think of the valuation / opportunity given the inherit small cap risks?
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CI Tech Giants Covered Call ETF (TXF $20.88)
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Harvest Tech Achievers Growth & Income ETF (HTA $18.68)
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CI Tech Giants Covered Call ETF (TXF.B $26.32)
Q: Hi 5i In a registered account
I've held TXF, TXF.B and HTA for quite a while, all at roughly the same cost base. In terms of total return HTA at 52% has outperformed TXF (10.3%) and TXF.B (38%) substantially, although I've got no real complaints about TXF.B's performance.
TXF and TXF.B have the same portfolio holdings, so I assume the vast difference in total return between them is solely due to hedging.
My questions;
Based on your view of the foreseeable future, do you think TXF.B will continue to substantially outperform TXF based on US vs. CDN currency differences? and
Would you endorse selling TXF and putting the proceeds 50/50 into HTA and TXF.B or in some other proportion? (TXF.B and HTA have quite different holdings so I was thinking that splitting TXF proceeds between them rather than all into HTA might be sensible ...).
Thanks - I look forward to your thoughts.
Peter
I've held TXF, TXF.B and HTA for quite a while, all at roughly the same cost base. In terms of total return HTA at 52% has outperformed TXF (10.3%) and TXF.B (38%) substantially, although I've got no real complaints about TXF.B's performance.
TXF and TXF.B have the same portfolio holdings, so I assume the vast difference in total return between them is solely due to hedging.
My questions;
Based on your view of the foreseeable future, do you think TXF.B will continue to substantially outperform TXF based on US vs. CDN currency differences? and
Would you endorse selling TXF and putting the proceeds 50/50 into HTA and TXF.B or in some other proportion? (TXF.B and HTA have quite different holdings so I was thinking that splitting TXF proceeds between them rather than all into HTA might be sensible ...).
Thanks - I look forward to your thoughts.
Peter
Q: Would you please recommend some ETFs that focus on dividend income with some growth potential, Canadian dollar please? What is a reasonable expectation from funds like these, broken down into dividend income and capital appreciation over the longer term?
Q: What is the short and long term outlook? Is the government hostile to oil?
Q: Could I please get your thoughts on PXT, Parex Resources. It looks like the stock went down over 23% yesterday, August 29, 2024. In it's current state do you think they can maintain there current dividend or an cut may be imminent? In your opinion what would be a better comparable stock to invest in?
Q: Big sell off today, would you be a buyer at this level?
Q: Good Morning
What are your thoughts on VEEV recent earning?
Do you think that finally better these results will finally get them out the doldrums?
Thks
Marcel
What are your thoughts on VEEV recent earning?
Do you think that finally better these results will finally get them out the doldrums?
Thks
Marcel
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Pan American Silver Corp. (PAAS $41.02)
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MAG Silver Corp. (MAG $30.16)
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First Majestic Silver Corp. (AG $12.05)
Q: what are your 3 best silver stock plays in order?
Q: I have been living under a rock during all this AI frenzy, is NVDA exploring and expanding for the post AI era, or are they “all in” with chips and AI?
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iShares S&P/TSX Global Gold Index ETF (XGD $32.57)
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Hamilton Gold Producer YIELD MAXIMIZER TM ETF (AMAX $25.60)
Q: Is AMAX ETF (Hamilton gold producer ETF) an effective way to invest in gold and is this a good time to invest in gold given forecast volatility of the Canadian index 2024?
Thank you 5i research
Thank you 5i research
Q: Regarding Benoit’s question August 29, SPGI
And MSCI what would be good entry points thank you
And MSCI what would be good entry points thank you
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $159.25)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $60.26)
Q: Thank you for your answers of Aug 26th where 5i recommended: XLK,XLY.XLV, XLU and XLI. Could you pls provide hedged CND etfs for each of these?
Q: I notice Payfare’s share price has been climbing a lot in the past 6 weeks. What do you think explains it? Thx.
Q: Can you please share your thoughts on OLPX, thanks. Also what is the story with Private Equity firm Advent International owning 75 percent of OLPX and still allowing OLPX to be publicly traded?
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PayPal Holdings Inc. (PYPL $76.00)
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Mastercard Incorporated (MA $558.76)
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Visa Inc. (V $351.86)
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Fiserv Inc. (FI $165.98)
Q: My holding of Paypal is at about -40%. I’ve had it since 2020. At this point, would you recommend disposing it and add to other Fintech names ex: Google, MA, Meli?
Looking at the charts of PayPal vs MA vs Google vs Meli, I cannot help but regretting buying into PayPal. And it looks like PayPal is currently having nothing going for it.
Looking at the charts of PayPal vs MA vs Google vs Meli, I cannot help but regretting buying into PayPal. And it looks like PayPal is currently having nothing going for it.
Q: Crystal ball time! If you had to fathom a guess, what are your expectations for what the Cdn prime rate might be a year or so from now?