Investment Q&A

• Vanguard S&P 500 Index ETF (VFV $162.41)
  • $162.41 P/E (TTM): 26.01X Cap: $28.04B
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• INVESCO QQQ Trust (QQQ $584.98)
  • $584.98 P/E (TTM): 33.2X Cap: $377.48B
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• Vanguard Information Technology ETF (VGT $712.65)
  • $712.65 P/E (TTM): 36.76X Cap: $114.49B
  • View VGT Profile
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• Vanguard Growth ETF Portfolio (VGRO $43.29)
  • $43.29 P/E (TTM): 10.85X Cap: $9.07B
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Q: What is the difference between
QQQ vs VGT
VFV vs VGRO

From a pure growth perspective, if you had to choose one from each groups, which would you choose.

Upvote 0

Read Answer Asked by HARRY on May 11, 2021

• Trulieve Cannabis Corp (TRUL $8.48)
  • $8.48 Cap: $1.62B
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Q: Your thoughts on the acquisition of HARV by TRUL. TRUL has dropped a bit on the news and is 26% off its $65 high earlier this year. You previously mentioned TRUL as a reasonable candidate for exposure to the cannabis space. Do you still think so?

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Read Answer Asked by David on May 11, 2021

• Strathcona Resources Ltd. (SCR $42.08)
  • $42.08 P/E (TTM): 3.99X Cap: $9.01B
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Q: Hi 5i,

Back on March 5th we discussed floor/stink bid of 25 for The Score. What are you views on the company now? What bid would you entertain? And where do see this companies potential in the next 3-5 years?

Thx again,

Upvote 0

Read Answer Asked by Christopher on May 11, 2021

• Hercules Capital Inc. (HTGC $14.90)
  • $14.90 P/E (TTM): 8.0X Cap: $2.73B
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Q: HTGC seems a "hidden gem" at its current valuation, yield, etc. However, its correction in March, 2020 does seem to speak to a lack of confidence in its resilience in the event of a future correction. What are your thoughts on this stock?

Upvote 1

Read Answer Asked by David on May 11, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.29)
  • $51.29 P/E (TTM): 20.27X Cap: $3.70B
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• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.42)
  • $18.42 Cap: $825M
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• iShares Core Canadian Universe Bond Index ETF (XBB $27.95)
  • $27.95 P/E (TTM): 31.38X Cap: $9.93B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.81)
  • $52.81 P/E (TTM): 18.19X Cap: $27B
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• Vanguard U.S. Total Market Index ETF (VUN $122.41)
  • $122.41 P/E (TTM): 25.54X Cap: $15.41B
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• Vanguard Growth ETF Portfolio (VGRO $43.29)
  • $43.29 P/E (TTM): 10.85X Cap: $9.07B
  • View VGRO Profile
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Q: In my RRSP I would like to take a long term, very low maintenance approach. For this reason I have it all in index funds. I have a 30 plus year time horizon. Which funds would you recommend here? I currently have $60,000 invested in VFV, VUN, VGRO and XAW. Looking to front load these with $2000/ mo for the next 3 years and then stop contributing as I will be "semi-retiring." I'm 29 for context

Upvote 0

Read Answer Asked by Danielle on May 11, 2021

• OLO INC (OLO)
  • Cap: $1.73B
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Q: Can you provide your thoughts on this company and on its fundamentals. How would this company compare with LSPD.

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Read Answer Asked by Paul on May 11, 2021

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $48.76)
  • $48.76 P/E (TTM): 4.63X Cap: $27.14B
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Q: Hi, I have owned the three big Telcos BCE, Rogers and Telus for about four years now. Since I have owned these companies Bell and Telus have raised their dividends on an annual basis and semi annual basis as is the case with Telus. However, Rogers has not raised its dividend since January 2019. Do you have any idea why Rogers does no raise their dividend as often as BCE and Telus? Also, how would you rank the three of them in terms of preference on a total return basis where 1 is the most preferred. Many thanks.

Upvote 0

Read Answer Asked by Anthony on May 11, 2021

Q: I hold several ETFs ie XAW, VGRO, VBAL and I am wondering if the portfolio analytics tool breaks down these ETFs into their respective industries and geographies when you review your actual asset allocations versus the suggested allocations.

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Read Answer Asked by Simon on May 11, 2021

• Alcoa Corporation (AA $71.53)
  • $71.53 P/E (TTM): 16.49X Cap: $18.87B
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• Reliance Inc. (RS $305.38)
  • $305.38 P/E (TTM): 21.99X Cap: $15.79B
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Q: Your thoughts on alcoa or can do you have something else you prefer that is similar.

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Read Answer Asked by Mark on May 11, 2021

• Fonar Corporation (FONR $18.59)
  • $18.59 P/E (TTM): 36.43X Cap: $121M
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Q: what is the upside potential for this company at this time?

Upvote 0

Read Answer Asked by James on May 11, 2021

• Meta Platforms Inc. (META $574.46)
  • $574.46 P/E (TTM): 24.66X Cap: $1.45T
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• Alphabet Inc. (GOOGL $295.77)
  • $295.77 P/E (TTM): 27.51X Cap: $3.57T
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Q: Hi,

If one is buying US stocks that don't pay a dividend, is there any benefit to holding them in an RRSP account? Or would it be fine to hold them in an un-registered account?

Thanks,
Robert

Upvote 0

Read Answer Asked by Robert on May 11, 2021

Q: Witch stocks you recomend in this two sectors,if possible by top to bottom marks?
Highly apreciate your opinion (Always)

Upvote 0

Read Answer Asked by Nizar on May 11, 2021

• Kinaxis Inc. (KXS $143.27)
  • $143.27 P/E (TTM): 42.14X Cap: $3.96B
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• Real Matters Inc. (REAL $5.62)
  • $5.62 Cap: $417M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.39)
  • $12.39 Cap: $1.70B
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• Dye & Durham Limited (DND $3.89)
  • $3.89 Cap: $261M
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Q: My TFSA appears to be revisiting a March 31 bottom. It came up somewhat through April but is revisiting the low seen at the end of March. Is this also reflected in the tech stocks that 5I covers. Is the tech sector nearing somewhat of a “fair value” scenario. At what point during a sector rotation do investors suddenly realize that there may be some “value” in hanging on to growth tech stocks.

Upvote 0

Read Answer Asked by Clarence on May 11, 2021

Q: Please comment on the earnings from this company? Also, would you think it offers good potential from business standpoint. Thanks

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Read Answer Asked by Imtiaz on May 11, 2021

• Topaz Energy Corp. (TPZ $31.09)
  • $31.09 P/E (TTM): 39.75X Cap: $4.78B
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Q: I noticed that Topaz Energy is a subsiduary of Tourmaline with an interesting royalty model and a good dividend. It's a recent IPO.
I wondered what you think of its prospects.

Upvote 0

Read Answer Asked by Olga on May 11, 2021

• ARK Next Generation Internet ETF (ARKW $121.60)
  • $121.60 P/E (TTM): 69.95X Cap: $1.67B
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• ARK Innovation ETF (ARKK $68.56)
  • $68.56 P/E (TTM): 42.21X Cap: $6.90B
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• Invesco WilderHill Clean Energy ETF (PBW $31.76)
  • $31.76 P/E (TTM): 23.03X Cap: $463M
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• First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN $46.51)
  • $46.51 P/E (TTM): 30.87X Cap: $548M
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Q: hi Peter and 5i Staff, Any chance of these rebounding within the next 3 months. If so which would you buy for a 5 year hold.
Thanks as always for the great service
Ivan

Upvote 0

Read Answer Asked by Ivan on May 11, 2021

• AbbVie Inc. (ABBV $208.84)
  • $208.84 P/E (TTM): 91.09X Cap: $369.38B
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• Medtronic plc. (MDT $86.63)
  • $86.63 P/E (TTM): 24.04X Cap: $111.22B
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• Stryker Corporation (SYK $331.54)
  • $331.54 P/E (TTM): 39.12X Cap: $126.97B
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• Guardant Health Inc. (GH $93.83)
  • $93.83 Cap: $12.30B
  • View GH Profile
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Q: How are you feeling about GH these days?
Do you see better opportunities out there for an investor who's currently in the red?
Thank you!

Upvote 0

Read Answer Asked by Andrew on May 11, 2021

• Enbridge Inc. (ENB $75.40)
  • $75.40 P/E (TTM): 22.73X Cap: $164.54B
  • View ENB Profile
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Q: Hello, I'm a 62 year old (almost retired) investor who's focus is now nearly 100% on equities with sustainable and preferably increasing dividends, over time. I currently hold about 7.5% of my investment portfolio in ENB and I am considering raising that stake to 10%. I'd like to know if, in the history of the company, has Enbridge EVER cut its dividend? If it ever did are you able to provide any context as to why the company may have felt it necessary to do so? Thank you!

Upvote 0

Read Answer Asked by Richard on May 11, 2021

• Toronto-Dominion Bank (The) (TD $132.51)
  • $132.51 P/E (TTM): 10.51X Cap: $221.13B
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• Bank of Nova Scotia (The) (BNS $97.64)
  • $97.64 P/E (TTM): 18.95X Cap: $120.33B
  • View BNS Profile
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Q: The Banks have done well this year.

1. Do you think they will be allowed to start raising dividends this year ?

2. What will this likely depend upon, the Canadian economy, Covid numbers ?? I am unsure how to interpret the economy right now, covid seems still bad, in fact worse than 2020, yet the TSX is up +++

thanks

Ernie

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Read Answer Asked by Ernest on May 11, 2021

• Tesla Inc. (TSLA $360.59)
  • $360.59 P/E (TTM): 353.02X Cap: $1.35T
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Q: Peter; So if I buy a Tesla, to hedge it, do I buy TSLA - or short it ? Rod

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Read Answer Asked by Rodney on May 11, 2021