Investment Q&A

• Baker Hughes Company (BKR $52.00)
  • $52.00 P/E (TTM): 17.23X Cap: $51.31B
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• SLB Limited (SLB $46.57)
  • $46.57 P/E (TTM): 18.14X Cap: $69.57B
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• Precision Drilling Corporation (PD $103.36)
  • $103.36 P/E (TTM): 27.21X Cap: $1.37B
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• North American Construction Group Ltd. (NOA $22.18)
  • $22.18 P/E (TTM): 17.7X Cap: $652M
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• Trican Well Service Ltd. (TCW $6.35)
  • $6.35 P/E (TTM): 11.14X Cap: $1.34B
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Q: Morning,
Could I have your five favored Canadian and American oil industry service/infrastructure companies. Five year hold.
Thanks.

Upvote 3

Read Answer Asked by Lawrence on June 16, 2025

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.46)
  • $106.46 Cap: $2.34B
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Q: I have been doing monthly periodic purchases of VGG since January 2025. I clearly picked wrong (as usual) and should have gone with VHG (hedged version). I continue with monthly periodic purchases (even though my investor fear says not too), but should I switch and start purchasing VGH instead ? Am I cancelling out any future returns by doing so ?

Upvote 1

Read Answer Asked by Thomas on June 16, 2025

• Strathcona Resources Ltd. (SCR $25.94)
  • $25.94 P/E (TTM): 5.11X Cap: $5.55B
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• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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Q: meg is being offered .62 shares of scr and $4.10. scr as of yesterday is $31.5 so .62x31.5 +4.1 =$23.63. meg closed @ $26.09. Can I assume there wiil be a higher offer.No one would tender to this offer.

Upvote 4

Read Answer Asked by andrew on June 16, 2025

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.72)
  • $52.72 P/E (TTM): 20.8X Cap: $23.44B
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $33.31)
  • $33.31 P/E (TTM): 12.81X Cap: $3.02B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.03)
  • $42.03 P/E (TTM): 15.33X Cap: $1.15B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $63.45)
  • $63.45 P/E (TTM): 12.72X Cap: $5.82B
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Q: Is there any ETF that qualifies for dividend tax credit. If there is please share few of your favourite ETF.


Thanks for your great service

Upvote 7

Read Answer Asked by Hector on June 16, 2025

• BlackRock ESG Capital Allocation Term Trust Shs Ben Int (ECAT $15.94)
  • $15.94 Cap: $1.70B
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Q: Oops sorry about that. The correct symbol is ECAT . And the question is as follows ......

" Saw a question on ECAT the other day. Just trying to figure out exactly what it is and what type of market will affect it's price ..... I realize it is made up of both security and debt but don't really understand the structure of the product { but that juicy 22.28% yield is attractive } Could 5i explain the structure in detail and what market conditions will affect the price both up and down ? And assign a risk factor with one being a UMAX and ten being a YTSL ? .... Thanks for your terrific service "

Upvote 1

Read Answer Asked by Garth on June 16, 2025

• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $63.45)
  • $63.45 P/E (TTM): 12.72X Cap: $5.82B
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $37.54)
  • $37.54 P/E (TTM): 11.86X Cap: $3.96B
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Q: Your thoughts please on replacing the income portfolio with xdiv or vdy. Long term performance of 5 years is much better on the ETFs.

Thx

Upvote 1

Read Answer Asked by blake on June 16, 2025

• Sherwin-Williams Company (The) (SHW $356.13)
  • $356.13 P/E (TTM): 34.57X Cap: $88.28B
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Q: Would you take a stab to SHW at these levels? What do you think of the company and its medium term prospects (3-5 years). Would you be buyers?

Upvote 2

Read Answer Asked by Karim on June 16, 2025

• NVIDIA Corporation (NVDA $187.05)
  • $187.05 P/E (TTM): 45.44X Cap: $4.54T
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Q: Can you please discuss NVDA moving forward? I can’t help but notice you recommended them noticeably more in the past. Are you less interested in NVDA, or is it simply the added AI competition now in the market? It is up just shy of 10% the past 12 months, which is significantly lower than its historical run. Is it slowing down to the point of trimming? Taking profits ? Selling? Or simply buying more?

Thanks so much

Upvote 7

Read Answer Asked by Nick on June 16, 2025

• Ecolab Inc. (ECL $277.73)
  • $277.73 P/E (TTM): 39.66X Cap: $78.66B
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• Freeport-McMoRan Inc. (FCX $59.96)
  • $59.96 P/E (TTM): 42.2X Cap: $86.09B
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• Sherwin-Williams Company (The) (SHW $356.13)
  • $356.13 P/E (TTM): 34.57X Cap: $88.28B
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• State Street Materials Select Sector SPDR ETF (XLB $48.96)
  • $48.96 P/E (TTM): 26.04X Cap: $6.07B
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• Linde plc (LIN $440.04)
  • $440.04 P/E (TTM): 29.47X Cap: $205.47B
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• Corteva Inc. (CTVA $70.50)
  • $70.50 P/E (TTM): 29.83X Cap: $47.63B
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Q: Hi 5i, I am thinking of buying this ETF but I don’t mind buying six companies in the materials sector to get diversification and possibly a better dividend. Can you name 6 material companies that act like proxy with dividends in mind that are ex Canada.

Upvote 4

Read Answer Asked by Mark on June 16, 2025

• Pan American Silver Corp. (PAAS $77.60)
  • $77.60 P/E (TTM): 32.37X Cap: $32.75B
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• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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• Pan American Silver Corp. (PAAS $55.88)
  • $55.88 P/E (TTM): 32.37X Cap: $23.58B
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Q: Ref: Takeover. Since PAAS and MAG trade on 2 exchanges, will we receive PAAS shares, and cash, in the currency of our MAG shares or in US$? This is not very clear in the Arrangement document. Thanks.

Upvote 1

Read Answer Asked by Denise on June 16, 2025

• ARC Resources Ltd. (ARX $23.25)
  • $23.25 P/E (TTM): 5.77X Cap: $13.38B
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• Tourmaline Oil Corp. (TOU $59.10)
  • $59.10 P/E (TTM): 16.74X Cap: $22.87B
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Q: For new buying within a TFSA (for retired individual, long-term buy & hold), with aim to hold a Canadian natural gas-producing company, would you prefer ARX or TOU, and why?

Ted

Upvote 3

Read Answer Asked by Ted on June 16, 2025

• Strathcona Resources Ltd. (SCR $25.94)
  • $25.94 P/E (TTM): 5.11X Cap: $5.55B
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Q: Why is SCR down so much today when all other oil names are up? Is it something about the takeover? Couldn't find any news. Thanks.

Upvote 2

Read Answer Asked by Donald on June 16, 2025

Q: Which 3 stocks from the growth portfolio would you consider for a TFSA? Money not needed for 11 years.

Thanks

Upvote 20

Read Answer Asked on June 16, 2025

• BMO Covered Call Utilities ETF (ZWU $11.12)
  • $11.12 P/E (TTM): 18.74X Cap: $1.97B
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• BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY $11.23)
  • $11.23 P/E (TTM): 0.25X Cap: $1.49B
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• BMO US High Dividend Covered Call ETF (ZWH $25.45)
  • $25.45 P/E (TTM): 18.85X Cap: $1.09B
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• Harvest Healthcare Leaders Income ETF (HHL $7.83)
  • $7.83 P/E (TTM): 23.2X Cap: $1.62B
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• Harvest Tech Achievers Growth & Income ETF (HTA $19.05)
  • $19.05 P/E (TTM): 32.92X Cap: $707M
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• NBI High Yield Bond ETF (NHYB $21.97)
  • $21.97 P/E (TTM): 2.93X Cap: $1.39B
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.58)
  • $21.58 P/E (TTM): 17.11X Cap: $1.23B
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Q: Non-resident tax, I'm considering to reduce my percentage of U.S. contents gradually, since nobody knows what to expect from donald...
Hopefully, this eventual new tariff policy wouldn't affect RSSP .
As you notice, some of the ETF posted are all U.S, companies in the case of XHY and NHYB, they both are mainly Bonds or gvt.Bonds,how tariff could affect the two.?

Thanks again to the team

Dan

Upvote 3

Read Answer Asked by DANIEL on June 16, 2025

• iShares Russell 2000 Growth ETF (IWO $348.21)
  • $348.21 P/E (TTM): 22.82X Cap: $14.41B
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• Global X S&P 500 Index Corporate Class ETF (HXS $99.57)
  • $99.57 Cap: $5.82B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $86.10)
  • $86.10 Cap: $4.69B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.25)
  • $45.25 P/E (TTM): 23.36X Cap: $8.35B
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Q: Hi, I'm looking for recommendations for ETFs to complement HXS and HXT in TFSA, for recurring biweekly purchases. What are your top two picks?

Upvote 5

Read Answer Asked by Gurdeep on June 16, 2025

• NVIDIA Corporation (NVDA $187.05)
  • $187.05 P/E (TTM): 45.44X Cap: $4.54T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.68)
  • $219.68 P/E (TTM): 117.25X Cap: $285.86B
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• Tesla Inc. (TSLA $438.57)
  • $438.57 P/E (TTM): 292.8X Cap: $1.45T
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• Palantir Technologies Inc. (PLTR $177.07)
  • $177.07 P/E (TTM): 424.76X Cap: $422.03B
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Q: Hi you reference the CEO as a genius. Any other companies with a CEO or management would could say are as close to PLTR management?

Thx

Upvote 10

Read Answer Asked by blake on June 16, 2025

• Harvest Healthcare Leaders Income ETF (HHL $7.83)
  • $7.83 P/E (TTM): 23.2X Cap: $1.62B
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $19.66)
  • $19.66 P/E (TTM): 16.11X Cap: $267M
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Q: I have created a Healthcare sector in my portfolio. It includes LIFE (5.17) and HHL (1.69). This is 6.86% of my Portfolio. Could I have your words of wisdom on this?
Thank You.

Upvote 2

Read Answer Asked by William on June 16, 2025

Q: Peter and His Wonder Team
OCEANPAL is up 50% today on terrific volume. Why do you think...something happened? Thanks!

Upvote 2

Read Answer Asked by Ernest on June 16, 2025

• Brompton Enhanced Multi-Asset Income ETF (BMAX $14.86)
  • $14.86 P/E (TTM): 21.73X Cap: $130M
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Q: I would like to get your opinion on BMAX. It's only been in existence sine August 2022, but the returns, including dividends, have been excellant. Dividends are approx 10% and it's diversified geographically in the US, Europe and Canada. Is this a growth or income or both ETF.

Wayne

Upvote 1

Read Answer Asked by Wayne on June 16, 2025

Q: I've just read a Globe article on BTq Technologies but don't see it in your question database. Can you offer an opinion on this company? Thank you

Upvote 2

Read Answer Asked by alex on June 16, 2025