Investment Q&A

• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Tenable Holdings Inc. (TENB)
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• Axon Enterprise Inc. (AXON)
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• CECO Environmental Corp. (CECO)
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• Comfort Systems USA Inc. (FIX)
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• SPS Commerce Inc. (SPSC)
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• Cellebrite DI Ltd. (CLBT)
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Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!

Upvote 7

Read Answer Asked by Rob on August 01, 2024

• Celestica Inc. (CLS)
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• TerraVest Industries Inc. (TVK)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: What would be your best 3 Canadian growth companies for the next 3 years, regardless of category?

Upvote 29

Read Answer Asked by Lucy on August 01, 2024

• BMO Covered Call Canadian Banks ETF (ZWB)
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• Hamilton Enhanced Canadian Bank ETF (HCAL)
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Q: In your opinion, pls. recommend the best covered call, Cdn. bank ETF.

Thank You

Upvote 3

Read Answer Asked by Joseph on August 01, 2024

• Vanguard S&P 500 Index ETF (VFV)
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• S&P 500 ETF TRUST ETF (SPY)
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Q: Question about discrepancy in price action between these two SP500 index ETFs.

As of 10:50 AM, SPY is up 1.45% while VFV is up 1.23%, lagging SPY by 22 basis points.

What explains the discrepancy in price action between these two very liquid funds? For index funds such as these, is there a mechanism that exists to correct and adjust these funds to the actual price movement of their indexes? Especially when it comes to VFV.

Thank you for your excellent service.

Upvote 1

Read Answer Asked by Karim on August 01, 2024

• Boardwalk Real Estate Investment Trust (BEI.UN)
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Q: Can I get your take on boardwalks quarter and compared to consensus? How is the valuation and compared to peers thanks

Upvote 1

Read Answer Asked by Scott on August 01, 2024

• ATS Corporation (ATS)
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• Comfort Systems USA Inc. (FIX)
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• Heico Corporation (HEI)
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• Jacobs Solutions Inc. (J)
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• TFI International Inc - Ordinary Shares (TFII)
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Q: I am down about 23% on a small position in ATS. If I decide to sell it for a tax loss, what are 2 or 3 US growth oriented industrial stocks to investigate as a replacement?

Upvote 8

Read Answer Asked by Lawrence on August 01, 2024

• Surge Energy Inc. (SGY)
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Q: Your thoughts please on the quarter. When I read the press release it reinforces what Peter just wrote about in his blog about salespeople promoting their company.

Thx

Upvote 3

Read Answer Asked by blake on August 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• Trisura Group Ltd. (TSU)
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Q: Planning on topping up one of these - which would you choose and why?
Much appreciated ram

Upvote 2

Read Answer Asked by Ray on August 01, 2024

Q: Can any reader suggest a US Money Market Fund I can use at RBC Invest Direct without having to pay the $50 commission they want to charge me.

At TD I use Cnd and US $ MMF without any charges.

Upvote 2

Read Answer Asked by Nigel on August 01, 2024

• Netflix Inc. (NFLX)
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• Evertz Technologies Limited (ET)
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Q: Is Netflix an actual or potential customer or is it a competitor in the space that the company works in ?

Upvote 1

Read Answer Asked by Doug on August 01, 2024

• Arm Holdings plc (ARM)
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Q: Please provide your assessment on the quarter and your view on the next 12/24 months

Upvote 3

Read Answer Asked by JR on August 01, 2024

• Agnico Eagle Mines Limited (AEM)
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Q: Can you please comment on AEM's recent quarter? While costs for miners have increased, given the recent price of gold won't miners like AEM be swimming in cash moving forward? Would you be comfortable adding to a small position in AEM?

Thanks as always for your expertise.

Upvote 3

Read Answer Asked by Richard on August 01, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: Your thoughts on BIP.UN's results please.

Upvote 4

Read Answer Asked by Theodore on August 01, 2024

• BCE Inc. (BCE)
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Q: Good morning,

Please comment of Q2 Earnings for BCE .

Thanks,
George

Upvote 8

Read Answer Asked by George on August 01, 2024

• Vitalhub Corp. (VHI)
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Q: I realize that all we have is a press release from the company , but what are your thoughts of the recent large acquisition?

Upvote 6

Read Answer Asked by Murray on August 01, 2024

• Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX)
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Q: Hi, I believe that you were going to ask Hamilton ETF if they were charging any additional fee's, other than the MER of 0.65%. Did they ever get back to you, and what was the result if they did.
Thanks

Upvote 1

Read Answer Asked by Greg on August 01, 2024

• iShares S&P/TSX SmallCap Index ETF (XCS)
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• iShares Core S&P Small-Cap ETF (IJR)
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Q: What is your favourite predominantly Canadian small cap ETF ? And American ?
Which of the two do you prefer for a 3-5 year hold?
Thank you,
Philip

Upvote 5

Read Answer Asked by Philip on August 01, 2024

• BMO Covered Call Canadian Banks ETF (ZWB)
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• Evolve US Banks Enhanced Yield Fund (CALL)
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• Global X Equal Weight Canadian Bank Covered Call ETF (BKCC)
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Q: Can I have your opinion on the best Cdn. bank ETF'S that write call options. Low fees & decent history of good yield.
Thank You

Upvote 2

Read Answer Asked by Joseph on August 01, 2024

• Crocs Inc. (CROX)
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Q: Good Morning
Do you still have the same conviction in CROXS following their latest quarter?

Thank you

Upvote 2

Read Answer Asked by Marty on August 01, 2024

• NextEra Energy Inc. (NEE)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Topaz Energy Corp. (TPZ)
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• Middlefield Sustainable Infrastructure Dividend ETF (MINF)
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Q: What are your thoughts on owning this etf which would provide exposure to a number of renewables versus owning one, say BEP.UN.

Thank you

David

Upvote 2

Read Answer Asked by david on August 01, 2024