Investment Q&A

• Merck & Company Inc. (MRK $109.62)
  • $109.62 P/E (TTM): 14.67X Cap: $275.43B
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• Harvest Healthcare Leaders Income ETF (HHL $7.77)
  • $7.77 P/E (TTM): 23.2X Cap: $1.62B
  • View HHL Profile
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• State Street Health Care Select Sector SPDR ETF (XLV $156.57)
  • $156.57 P/E (TTM): 24.15X Cap: $41.36B
  • View XLV Profile
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• iShares U.S. Healthcare ETF (IYH $65.78)
  • $65.78 P/E (TTM): 23.83X Cap: $3.57B
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• Harvest Healthcare Leaders Income ETF (HHL.U $8.60)
  • $8.60 P/E (TTM): 23.2X Cap: $114M
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• Harvest Healthcare Leaders Income ETF (HHL.B $9.20)
  • $9.20 P/E (TTM): 23.2X Cap: $15M
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Q: I currently just have ABBV in my portfolio so was thinking about adding an Healthcare ETF. You often mention IYH and XLV in your QandA; do you have any others that you would recommend with a higher dividend as I am an income investor who want some growth? IYH has a 3% div on 5i site, but 1% on most other sites - could you explain that? Was also thinking about adding MRK. Can you comment for a longer term hold. Thank you.

Upvote 2

Read Answer Asked by Pat on November 01, 2024

• Dynamic Active Ultra Short Term Bond ETF (DXV $19.74)
  • $19.74 Cap: $331M
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• Dynamic Active Preferred Shares ETF (DXP $25.91)
  • $25.91 P/E (TTM): 3.46X Cap: $583M
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Q: Looking to park cash for 1 to 2 years and would like your comparison and assessment of these etf and recommendation. Thanx.

Upvote 1

Read Answer Asked by Steve on November 01, 2024

• Superior Plus Corp. (SPB $7.26)
  • $7.26 P/E (TTM): 109.75X Cap: $1.63B
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Q: With the drop in share price last month or so of 20 percent would you invest in it or is it a value trap?

Upvote 5

Read Answer Asked by Gary on November 01, 2024

• JPMorgan Chase & Co. (JPM $311.68)
  • $311.68 P/E (TTM): 15.24X Cap: $841.88B
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• Prudential Financial Inc. (PRU $114.09)
  • $114.09 P/E (TTM): 16.1X Cap: $45.37B
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• Sun Life Financial Inc. (SLF $87.53)
  • $87.53 P/E (TTM): 21.5X Cap: $48.61B
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• Intact Financial Corporation (IFC $269.99)
  • $269.99 P/E (TTM): 22.63X Cap: $48.07B
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• iShares S&P/TSX Capped Financials Index ETF (XFN $79.59)
  • $79.59 P/E (TTM): 12.38X Cap: $2.01B
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• State Street Financial Select Sector SPDR ETF (XLF $54.46)
  • $54.46 P/E (TTM): 16.66X Cap: $53.42B
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Q: Hi group on my last question to you I asked for 2 stocks in US and Cad (financials+ I also asked for 2 financial ETFs stocks same sector- I did not get the US and Cad etf sugestions...can you please revisit the question. has you stock pics picks on the financial stocks changes as of todays sell off ?...appreciate your help

Upvote 2

Read Answer Asked by Terence on November 01, 2024

• Gildan Activewear Inc. (GIL $88.69)
  • $88.69 P/E (TTM): 19.99X Cap: $13.21B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $124.92)
  • $124.92 P/E (TTM): 53.04X Cap: $14.60B
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Q: Of the two companies above which would you prefer today.....please elaborate? Thanks.

Upvote 2

Read Answer Asked by Michael on November 01, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.22)
  • $160.22 P/E (TTM): 23.95X Cap: $1.92B
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Q: Hi gang, again thanks for answering all Q's on Hammond, I like your SBC comparison to other big companies and your adjusted EBITDA response to mine.

So I promise this to be my last Q on the Hammond roller-coaster;)

Can you provide an update on growth drivers, YoY and forward looking for this co,pany. Is the underlying thesis still strong, with all the electrification needed in NA. And what support levels do you see? I'm looking to leg into a full position, but based on Apr - Jun levels of mid 90's it looks like we could have more floors down to go.

Thx

Upvote 8

Read Answer Asked by Christopher on November 01, 2024

• Westgold Resources Limited Ordinary shares (WGX $6.07)
  • $6.07 Cap: $5.75B
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Q: Hi there, your thoughts on WGX results?
Are the shares trading at a fair price here based on current gold price?

Thanks!

Upvote 1

Read Answer Asked by Hussein on November 01, 2024

Q: How closely would you consider the bitcoin craze with that of tulipmania in Holland centuries ago? Should bitcoin turn out to be a tulip, how will that reverberate around the markets?

Upvote 2

Read Answer Asked by Stephen on November 01, 2024

• Cenovus Energy Inc. (CVE $25.40)
  • $25.40 P/E (TTM): 14.87X Cap: $45.05B
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• Cenovus Energy Inc (CVE $18.26)
  • $18.26 P/E (TTM): 14.87X Cap: $32.44B
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Q: Thought on recent results? Looking to add to my position.

Upvote 3

Read Answer Asked by Satish on November 01, 2024

• ASML Holding N.V. (ASML $1,343.56)
  • $1,343.56 P/E (TTM): 56.51X Cap: $497B
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Q: ASML seems to be on sale if one has faith in a long term view. Do you?

It is a cyclical stock but surely the demand will rise again.

Upvote 2

Read Answer Asked by Kevin on November 01, 2024

• Roku Inc. (ROKU $104.53)
  • $104.53 Cap: $15.50B
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Q: Would you consider Roku a good candidate to slowly accumulate or at best a hold letting the dust settle?
Thanks

Upvote 4

Read Answer Asked by mike on November 01, 2024

• Peloton Interactive Inc. (PTON $6.45)
  • $6.45 Cap: $2.79B
  • View PTON Profile
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Q: Greetings 5i,

PTON reported Oct31. What are your thoughts on the results and also the announcement of a new CEO?

Cheers!

Upvote 3

Read Answer Asked by Duane on November 01, 2024

• Topicus.com Inc. (TOI $111.50)
  • $111.50 P/E (TTM): 980.48X Cap: $9.75B
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Q: Everyone, appreciate your comments on ten quarter. Ckayton

Upvote 9

Read Answer Asked by Clayton on November 01, 2024

• TFI International Inc. (TFII $155.58)
  • $155.58 P/E (TTM): 28.98X Cap: $12.88B
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• Alimentation Couche-Tard Inc. (ATD $73.14)
  • $73.14 P/E (TTM): 19.31X Cap: $67.88B
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Q: Hi Team,
If YOU had TFII and ATD at a loss in an unregistered account, would YOU sell to claim the tax loss now? Would you rebuy after 30 days? Can you also please explain the rationale behind the answer. Thanks

Upvote 2

Read Answer Asked by Marco on November 01, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $65.89)
  • $65.89 P/E (TTM): 94.37X Cap: $147.58B
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Q: Do you think it will take a rest for a while with the chart going up on the angle it has or
has it more to go?

Upvote 4

Read Answer Asked by Gary on November 01, 2024

• BCE Inc. Cum. Red. First Pref. Shs. Series S (BCE.PR.S $20.60)
  • $20.60 P/E (TTM): 5.05X Cap: $31.42B
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Q: This preferred took a steep drop in June, came back a little and is now slowly drifting downwards. Pays a 10% div.
Why the big drop and why further downward momentum now? Is the div not safe? Is it that BCE common shares are just unloved currently? Reset issues?

Thanks,
Mark

Upvote 3

Read Answer Asked by Mark on November 01, 2024

• Xylem Inc. New (XYL $145.03)
  • $145.03 P/E (TTM): 36.11X Cap: $35.25B
  • View XYL Profile
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Q: Hello 5IR,
The stock dropped $8.44 today after the earnings. What caused this drop? I did not think that the earnings were bad. Would you consider this to be a good entry point?
Thanks you. Cheers

Upvote 2

Read Answer Asked by Hans on November 01, 2024

Q: I'm still relatively new to your service, so pardon my ignorance, but how does your Portfolio Analytics service work? I'm considering subscribing to the service. Is it an AI / model-software driven review of my portfolio(s), or is it an manual evaluation done by one or more of your talented team or is it a combination of both or something else altogether? Could you please provide some insight. Thank-you.

Upvote 5

Read Answer Asked by Paul on November 01, 2024

• North American Construction Group Ltd. (NOA $21.70)
  • $21.70 P/E (TTM): 17.7X Cap: $652M
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Q: Q: Hi 5i Team.
Pls comment on North American Construction Group qrty earning and this company going forward.

Upvote 2

Read Answer Asked by Roger on November 01, 2024

Q: Your thoughts on FNILX
Thanks again

Upvote 1

Read Answer Asked by George on November 01, 2024