Investment Q&A

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $98.81)
  • $98.81 Cap: $2.11B
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• Vanguard U.S. Total Market Index ETF (VUN $118.56)
  • $118.56 P/E (TTM): 72.03X Cap: $12.73B
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• iShares MSCI USA Quality Factor Index ETF (XQLT $42.46)
  • $42.46 P/E (TTM): 72.67X Cap: $195M
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Q: Hello,
From what i gather, VUN has similar performance to SPY except that it is in cdn dollars. Since SPY has greater exposure to tech companies, i was wondering if it is best to diversify slightly by putting one third in VUN (total us market), XQLT (ishares msci usa quality ) and VGG (US dividend appreciation ) or do you think it is best to just have one VUN , or VGG or XQLT. I am looking for an etf that is not too heavily weighted on technology. Much appreciated.

Upvote 3

Read Answer Asked by umedali on July 24, 2025

Q: What would be your answer if today’s Roy’s question was about RRSP or RIFF account ?
What bond ETF would you suggest if any or is it just better to get sitting like CASH?

Upvote 3

Read Answer Asked by JR on July 24, 2025

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $43.53)
  • $43.53 P/E (TTM): 78.53X Cap: $21.35B
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• Lundin Mining Corporation (LUN $15.10)
  • $15.10 Cap: $13.21B
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Q: Could you please provide an update on Teck. Copper is at a very high price while this company seems to be struggling. If the outlook is questionable do you have another recommendation in the sector?

Thanks for such a great service.

Dave.

Upvote 4

Read Answer Asked by David on July 24, 2025

• World Acceptance Corporation (WRLD $162.56)
  • $162.56 P/E (TTM): 11.52X Cap: $900M
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• VTEX Class A (VTEX $4.06)
  • $4.06 Cap: $799M
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Q: In 2021, you were asked about these two companies, do you still have a similar view these days? What are your thoughts about them please? Thanks

Upvote 1

Read Answer Asked by MG on July 24, 2025

Q: Hello 5i
Could I have your assessment of PureCycle Tech?
The technology ,if effective, has a huge market.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 24, 2025

• Tourmaline Oil Corp. (TOU $56.85)
  • $56.85 P/E (TTM): 14.38X Cap: $21.34B
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• Whitecap Resources Inc. (WCP $9.82)
  • $9.82 P/E (TTM): 6.89X Cap: $12.31B
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Q: Good morning,

I am thinking of taking a capital loss on TOU, and with the proceeds buy WCP for 30+days. Plan is to take 2 months of the monthly dividend of WCP, and then buy TOU back in early September ahead of the $0.50 ex-dividend date. I know I will miss the TOU $0.35 dividend next month with this strategy, but from purely a dividend payout strategy, it is accretive.

Anything I am missing with this strategy?

Thx as always.

Upvote 5

Read Answer Asked by Trevor on July 24, 2025

• JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $26.22)
  • $26.22 P/E (TTM): 94.22X Cap: $106M
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Q: Can you update your thoughts on this ETF. Do you consider it ‘bestin class’, or can you recommend better options?

DON

Upvote 4

Read Answer Asked by Donald on July 24, 2025

Q: Re: Stablecoin

If this has been answered elsewhere, please provide a link for me --- as I couldn't seem to find an answer in the archives.

What in the world is stablecoin?

Like Vinnie Barbarino, "I'm so confused".... !

and have absolutely no confidence in how to invest in it, if I don't know what it is and how it works.

Treat this as a private, or public question, as you wish, if you think others might benefit from the answer.

Thank you!

Upvote 16

Read Answer Asked by Sylvia on July 24, 2025

• Suncor Energy Inc. (SU $53.21)
  • $53.21 P/E (TTM): 11.53X Cap: $64.62B
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• Cameco Corporation (CCO $102.37)
  • $102.37 P/E (TTM): 84.91X Cap: $46.19B
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Q: What percentage of one's portfolio do you recommend to put into cyclical stocks, for someone with moderately high risk tolerance and 30+ years to invest? Why?

Upvote 7

Read Answer Asked by Connie on July 24, 2025

• Labrador Iron Ore Royalty Corporation (LIF $26.42)
  • $26.42 P/E (TTM): 15.29X Cap: $1.69B
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• Champion Iron Limited Ordinary Shares (CIA $3.83)
  • $3.83 P/E (TTM): 23.37X Cap: $2.04B
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Q: Is this a good time to buy either of these iron companies?

Upvote 2

Read Answer Asked by John on July 24, 2025

• Premium Brands Holdings Corporation (PBH $95.80)
  • $95.80 P/E (TTM): 45.8X Cap: $4.26B
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Q: This morning a guest on BNN recommended Premium Brands. Their new revenue generators with Costco sound promising. However they seem to have a lot of debt and a very high dividend payout ratio.

Do you think their cash flow covers their debt and is the payout ratio really at 128%?

Thanks for all your help.

Mike

Upvote 3

Read Answer Asked by Michael on July 24, 2025

• BMO S&P 500 Index ETF (ZSP $97.21)
  • $97.21 P/E (TTM): 80.29X Cap: $19.43B
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• BMO S&P/TSX Capped Composite Index ETF (ZCN $37.31)
  • $37.31 P/E (TTM): 16.3X Cap: $11.33B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $98.81)
  • $98.81 Cap: $2.11B
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• BMO S&P/TSX 60 Index ETF (ZIU $63.80)
  • $63.80 P/E (TTM): 14.39X Cap: $100M
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Q: Hi,

I set up an unregistered account for my wife several years ago with the following ETFS, with the thought that it would be relatively easy to maintain:

VGG
ZSP
ZCN
ZIU

In looking at it today, I'm wondering whether I have too much overlap. I can't remember what my logic was for these four ETFs! I should have written it down as my memory doesn't work so well anymore.

Does the above work ok? Or would you slim it back? And add VIU?

Thanks,
Robert

Upvote 4

Read Answer Asked by Robert on July 24, 2025

• Alcoa Corporation (AA $29.85)
  • $29.85 P/E (TTM): 8.36X Cap: $7.67B
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• Labrador Iron Ore Royalty Corporation (LIF $26.42)
  • $26.42 P/E (TTM): 15.29X Cap: $1.69B
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• Neo Performance Materials Inc. (NEO $17.00)
  • $17.00 Cap: $740M
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• Century Aluminum Company (CENX $21.95)
  • $21.95 P/E (TTM): 33.23X Cap: $2.17B
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• Cleveland-Cliffs Inc. (CLF $10.43)
  • $10.43 Cap: $5.15B
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• MP Materials Corp. (MP $69.29)
  • $69.29 Cap: $12.78B
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Q: Good morning,

May I have your top “2 to 4” stocks (Canadian or American) for each please? (If such exist.)

- Iron ore
- Aluminum
- Platinum
- Palladium
- Rare earth

Thank you very much.

Upvote 6

Read Answer Asked by Sandra on July 24, 2025

• Intuitive Surgical Inc. (ISRG $479.20)
  • $479.20 P/E (TTM): 66.89X Cap: $172.52B
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Q: Could you please provide an update on this often recommended company in light of Q2 results and guidance. As well, I find it interesting this company is down a material amount YTD, is that because the healthcare industry as a whole is down or something more company specific?

Upvote 16

Read Answer Asked by Steven on July 24, 2025

• Zedcor Inc. (ZDC $4.08)
  • $4.08 P/E (TTM): 113.24X Cap: $429M
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• Propel Holdings Inc. (PRL $32.14)
  • $32.14 P/E (TTM): 16.37X Cap: $1.25B
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Q: hello 5i:
IF you were running a balanced portfolio, and IF you could only buy one of the two names listed, which would it be, and why? I suppose another way of asking this, is which of the two would fit best in a risk/reward situation.
thanks
Paul L

Upvote 18

Read Answer Asked by Paul on July 24, 2025

• Canadian National Railway Company (CNR $130.70)
  • $130.70 P/E (TTM): 17.76X Cap: $80.32B
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• TFI International Inc. (TFII $129.97)
  • $129.97 P/E (TTM): 21.01X Cap: $10.43B
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Q: Between CN and TFII which one in your opinion would provide the best return over gather next 5 years?

Upvote 5

Read Answer Asked by Terry on July 24, 2025

Q: As 5I research noted the 5 reasons to be worried about markets. Are there at least a few good reasons to be a bit optimistic. I tend to be overly optimistic for too long sometimes.

Upvote 8

Read Answer Asked by Clarence on July 24, 2025

• Global X US Dollar Currency ETF (DLR.U $10.24)
  • $10.24 Cap: $164M
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.71)
  • $13.71 P/E (TTM): 65.72X Cap: $817M
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• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.98)
  • $12.98 Cap: $188M
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• Hamilton Gold Producer YIELD MAXIMIZER TM ETF (AMAX $26.98)
  • $26.98 P/E (TTM): 110.56X Cap: $283M
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• Hamilton U.S. T-Bill YIELD MAXIMIZER TM ETF (HBIL $15.04)
  • $15.04 Cap: $201M
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Q: One of these will have to go as I need the funds. Which one, or should I just decrease each one. Thanks and greetings. Peter.

Upvote 4

Read Answer Asked by peter on July 24, 2025

• Strathcona Resources Ltd. (SCR $37.38)
  • $37.38 P/E (TTM): 11.06X Cap: $8.20B
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• MEG Energy Corp. (MEG $27.18)
  • $27.18 P/E (TTM): 6.01X Cap: $6.91B
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Q: Hi 5i
How was the Strathcona conference call?
Strathcona announced they would be paying out a special $10 dividend if the meg deal does not go through.
How would 5i play this?
Currently a holder of meg...Wondering if this is an opportunity to hedge a little?
Where do you think meg ends up if the deal fails?
Also would you continue to hold meg...the clock keeps ticking on this one.
thx

Upvote 7

Read Answer Asked by jim on July 24, 2025

• Amazon.com Inc. (AMZN $228.01)
  • $228.01 P/E (TTM): 35.22X Cap: $2.46T
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• Alphabet Inc. (GOOG $202.49)
  • $202.49 P/E (TTM): 21.85X Cap: $2.47T
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• Alphabet Inc. (GOOGL $201.57)
  • $201.57 P/E (TTM): 21.74X Cap: $2.43T
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• NVIDIA Corporation (NVDA $175.64)
  • $175.64 P/E (TTM): 58.21X Cap: $4.44T
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• International Business Machines Corporation (IBM $241.28)
  • $241.28 P/E (TTM): 38.79X Cap: $223.05B
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• Oracle Corporation (ORCL $234.62)
  • $234.62 P/E (TTM): 57.21X Cap: $699.59B
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• Nebius Group N.V. (NBIS $67.19)
  • $67.19 Cap: $15.99B
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Q: I have an oversized position in Alphabet. Could you offer some alternatives, yet staying in the similar tech industry, and whose prices seem reasonably priced.

Thanks,

Upvote 9

Read Answer Asked by Claus on July 24, 2025