Investment Q&A

• iShares MSCI Japan ETF (EWJ $85.31)
  • $85.31 P/E (TTM): 39.27X Cap: $19.09B
  • View EWJ Profile
  • View Questions on EWJ
• Vanguard FTSE Developed Markets ETF (VEA $64.64)
  • $64.64 P/E (TTM): 18.15X Cap: $233.36B
  • View VEA Profile
  • View Questions on VEA
• iShares Core MSCI EAFE ETF (IEFA $91.36)
  • $91.36 P/E (TTM): 19.25X Cap: $172.77B
  • View IEFA Profile
  • View Questions on IEFA

Q: Hi

What would be your picks for International stocks or ETF's, for both a cash account and RRSP accounts.

Thank you

Mike

Upvote 0

Read Answer Asked by Mike on October 20, 2023

• Maxim Power Corp. (MXG $4.34)
  • $4.34 P/E (TTM): 16.11X Cap: $294M
  • View MXG Profile
  • View Questions on MXG

Q: your comments on buying
mxg at current levels
please and thank you.

Upvote 0

Read Answer Asked by Howard on October 20, 2023

• XPEL Inc. (XPEL $44.47)
  • $44.47 P/E (TTM): 23.92X Cap: $1.23B
  • View XPEL Profile
  • View Questions on XPEL

Q: Have you had time to review the short report from Culper on Xpel. What are your thoughts on their claims and whether this is an opportunity or signs of smoke where there may be more fire? Thx

Upvote 0

Read Answer Asked by Adam on October 20, 2023

• Lockheed Martin Corporation (LMT $624.45)
  • $624.45 P/E (TTM): 28.12X Cap: $142.34B
  • View LMT Profile
  • View Questions on LMT
• Northrop Grumman Corporation (NOC $705.76)
  • $705.76 P/E (TTM): 23.46X Cap: $96.82B
  • View NOC Profile
  • View Questions on NOC
• AeroVironment Inc. (AVAV $183.76)
  • $183.76 Cap: $9.16B
  • View AVAV Profile
  • View Questions on AVAV
• L3Harris Technologies Inc. (LHX $359.85)
  • $359.85 P/E (TTM): 40.46X Cap: $66.10B
  • View LHX Profile
  • View Questions on LHX
• RTX Corporation (RTX $195.96)
  • $195.96 P/E (TTM): 38.89X Cap: $262.08B
  • View RTX Profile
  • View Questions on RTX

Q: Just wondering your top 3 US/Canadian stock picks focusing on increased military spending.

Thank you for providing this great product.
Mike

Upvote 0

Read Answer Asked by Mike on October 20, 2023

• Lithium Americas Corp. (LAC $5.67)
  • $5.67 Cap: $1.73B
  • View LAC Profile
  • View Questions on LAC

Q: why the recent selloff down 37% thanks

Upvote 0

Read Answer Asked by michael on October 20, 2023

• Magellan Aerospace Corporation (MAL $22.31)
  • $22.31 P/E (TTM): 26.97X Cap: $1.26B
  • View MAL Profile
  • View Questions on MAL
  • View Reports on MAL

Q: Is this worth adding to, especially given the world events unfolding - will they be a net beneficiary which will result in growth?

Upvote 0

Read Answer Asked by Stephen on October 20, 2023

• Coveo Solutions Inc. Subordinate voting shares (CVO $4.31)
  • $4.31 Cap: $411M
  • View CVO Profile
  • View Questions on CVO

Q: Why is the stock taking such a hit today,after coming out with what seemed to me,good news on a new product???

Upvote 0

Read Answer Asked by terry on October 20, 2023

• Lumine Group Inc. (LMN $22.64)
  • $22.64 P/E (TTM): 85.74X Cap: $5.74B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Lumine has been drifting lower…Anything newsworthy going on?Do you still favour the prospects?

Upvote 0

Read Answer Asked by Kim on October 20, 2023

• Intuit Inc. (INTU $429.87)
  • $429.87 P/E (TTM): 28.13X Cap: $117.77B
  • View INTU Profile
  • View Questions on INTU
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $102.79)
  • $102.79 P/E (TTM): 13.63X Cap: $21.54B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Palo Alto Networks Inc. (PANW $161.71)
  • $161.71 P/E (TTM): 88.57X Cap: $131.10B
  • View PANW Profile
  • View Questions on PANW
• The Trade Desk Inc. (TTD $22.18)
  • $22.18 P/E (TTM): 25.21X Cap: $10.46B
  • View TTD Profile
  • View Questions on TTD
• Okta Inc. (OKTA $80.21)
  • $80.21 P/E (TTM): 61.49X Cap: $13.99B
  • View OKTA Profile
  • View Questions on OKTA
• HubSpot Inc. (HUBS $244.66)
  • $244.66 P/E (TTM): 301.36X Cap: $12.80B
  • View HUBS Profile
  • View Questions on HUBS
• CrowdStrike Holdings Inc. (CRWD $398.08)
  • $398.08 Cap: $99.74B
  • View CRWD Profile
  • View Questions on CRWD
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI
• Topicus.com Inc. (TOI $95.04)
  • $95.04 P/E (TTM): 293.44X Cap: $12.32B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $22.64)
  • $22.64 P/E (TTM): 85.74X Cap: $5.74B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Good morning

I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.

Peter

Upvote 0

Read Answer Asked by Peter on October 20, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $46.95)
  • $46.95 Cap: $31.33B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Toromont Industries Ltd. (TIH $198.54)
  • $198.54 P/E (TTM): 32.09X Cap: $15.86B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $185.16)
  • $185.16 P/E (TTM): 28.89X Cap: $2.14B
  • View HPS.A Profile
  • View Questions on HPS.A
• Topicus.com Inc. (TOI $95.04)
  • $95.04 P/E (TTM): 293.44X Cap: $12.32B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Brookfield Corporation Class A Limited Voting Shares (BN $56.85)
  • $56.85 P/E (TTM): 76.74X Cap: $126.64B
  • View BN Profile
  • View Questions on BN

Q: Adding new money into the Income Portfolio- Hello, I am adding new money to the Income Portfolio in my TFSA. Would you suggest/list the top 5is ( 5 investments!!) timely buys at this time, with a time frame of 2-3 years and overall return perspective?
Also, would you consider making this a feature in monthly portfolio reports - like top 2-3 buys? Thanks

Upvote 0

Read Answer Asked by RUPINDER on October 20, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $50.62)
  • $50.62 Cap: $23.24B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: BIP.UN is going from bad to worse... but is the worst to come during tax loss selling season?

What's the book value on this? Maybe that will provide some cold comfort!

Thanks! Jim

Upvote 0

Read Answer Asked by Jim on October 20, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $50.62)
  • $50.62 Cap: $23.24B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: further to yesterday's question from Arnold-----there are two articles re BIP.UN in Seeking Alpha yesterday re BIP.UN. Do you have any comments on the opinions and do you have any information on buyback from Brookfield on this stock.

Upvote 0

Read Answer Asked by joe on October 20, 2023

• OR Royalties Inc. (OR $55.99)
  • $55.99 P/E (TTM): 48.6X Cap: $10.48B
  • View OR Profile
  • View Questions on OR
• Sandstorm Gold Ltd. (SSL $16.15)
  • $16.15 P/E (TTM): 98.11X Cap: $4.73B
  • View SSL Profile
  • View Questions on SSL

Q: As of today which streaming stock would you invest in for gold exposure - Osisko or Sandstorm. I already have Franco Nevada. Thanks.
Mike

Upvote 1

Read Answer Asked by Michael on October 20, 2023

• BMO Mid Federal Bond Index ETF (ZFM $14.69)
  • $14.69 Cap: $781M
  • View ZFM Profile
  • View Questions on ZFM
• iShares Core Canadian Long Term Bond Index ETF (XLB $18.40)
  • $18.40 P/E (TTM): 8.4X Cap: $804M
  • View XLB Profile
  • View Questions on XLB
• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.31)
  • $23.31 Cap: $1.62B
  • View VSB Profile
  • View Questions on VSB

Q: Hi 5i,
In today's environment; October 17, 2023.
If one wanted to purchase a Canadian Passive Fixed Income ETF to hold in a TFSA for 1 to 3 years and then potentially sell. Can you suggest some ETF's that might give out sized Total Return. My goal is Total Return and not necessarily High Yield.

Upvote 0

Read Answer Asked by Ian on October 20, 2023

Q: Hi 5i,
Are ETF and Fund companies required to detail "Performance Fees" in the "Fund Facts" document? If not, where must it be disclosed?

Upvote 0

Read Answer Asked by Ian on October 20, 2023

• BMO Covered Call Utilities ETF (ZWU $12.14)
  • $12.14 P/E (TTM): 16.11X Cap: $2.13B
  • View ZWU Profile
  • View Questions on ZWU
• Hamilton Enhanced Canadian Bank ETF (HCAL $37.27)
  • $37.27 P/E (TTM): 15.2X Cap: $800M
  • View HCAL Profile
  • View Questions on HCAL
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.63)
  • $15.63 P/E (TTM): 16.66X Cap: $2.08B
  • View HMAX Profile
  • View Questions on HMAX
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.47)
  • $13.47 P/E (TTM): 14.79X Cap: $1.23B
  • View UMAX Profile
  • View Questions on UMAX

Q: From what I understand from 5i - HCAL should move up much faster than HMAX and ZWU should move up faster than UMAX when the market begins its recovery. Is this a correct analogy? Thx James

Upvote 0

Read Answer Asked by JAMES on October 20, 2023

Q: What is the potential regulatory risk related to HISAs? Is it restricted to HISA ETFs?

I have funds parked in a BMO investorline HISA for immediate deployment when needed:

https://www.bmoinvestorline.com/selfDirected/pdfs/BMT_HISA_Terms_CAD_EN.pdf

Can you explain what the regulatory risk and if it is applicable to my current holding?

Is there a better place to park funds?

Upvote 0

Read Answer Asked by Simon on October 20, 2023

• Enbridge Inc. (ENB $75.34)
  • $75.34 P/E (TTM): 22.99X Cap: $162.67B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Pembina Pipeline Corporation (PPL $61.37)
  • $61.37 P/E (TTM): 22.4X Cap: $35.31B
  • View PPL Profile
  • View Questions on PPL

Q: Dear 5i
When stocks that payout dividends/interest monthly i assume the share price of the stock temporarily goes down after the distribution is payed . If that is correct would it be wise to buy into that stock at that point when the stock is lower after the distribution ?
Also i can't decide whether to top up my enbridge position or start a new position in pembina . Do you have a preference ? Is it a good time to take on an energy position in addition to CNQ which i currently have ?
Thanks again and deduct as necessary .
Bill C

Upvote 0

Read Answer Asked by Bill on October 20, 2023

• XPEL Inc. (XPEL $44.47)
  • $44.47 P/E (TTM): 23.92X Cap: $1.23B
  • View XPEL Profile
  • View Questions on XPEL

Q: Do you think there is any truth to the Culper Research report that XPEL's long-time supplier Entrotech has formed a joint venture with PPG, which has integrated protection technology directly into OEM paint?

Upvote 0

Read Answer Asked by sandy on October 20, 2023

• TELUS Corporation (T $17.70)
  • $17.70 P/E (TTM): 24.83X Cap: $28.16B
  • View T Profile
  • View Questions on T

Q: What do you think of Telus. Thx

Upvote 0

Read Answer Asked by NICHOLAS on October 19, 2023