Investment Q&A

• Fortis Inc. (FTS)
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• iShares S&P/TSX Capped Utilities Index ETF (XUT)
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• Hydro One Limited (H)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: As per today, could you provide your best 3 Cdn Utility stocks for the next 5 yrs for total return (stock appreciation + div).

Thanks

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Read Answer Asked by Daniel on October 13, 2023

• Block Inc. Class A (SQ)
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• Guardant Health Inc. (GH)
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Q: Please give your updated analysis of Block and Guardant Health. Would you put new money into either of them? Are they more of a speculative bet right now?

My previous question on CDRs was not intended to be private so please make it public if you wish.

Thanks in advance and please deduct credits for two questions.

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Read Answer Asked by K on October 13, 2023

• Cognizant Technology Solutions Corporation (CTSH)
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Q: What is your opinion on CTSH. , their growth prospects going forward and order backlog. Will they be a big benificiary of AI ? Thanks for your expertise.

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Read Answer Asked by Ian on October 13, 2023

• iShares S&P/TSX SmallCap Index ETF (XCS)
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• iShares Russell 2000 ETF (IWM)
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• iShares Core S&P Small-Cap ETF (IJR)
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Q: Dear 5i team.

Can you list US and Canadian small cap ETFs that are options currently, and which you prefer given the outlook over the next few mths?

Many thanks for your help.

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Read Answer Asked by Arthur on October 13, 2023

• Enbridge Inc. (ENB)
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Q: I’ve been looking at Enbridge debt for the past 10 years. It is up quite significantly. With the rise of interest rates, their interest payments are increasing every quarter. They will now be adding more to their debt with the recent acquisition. Is this the next AQN? Is the dividend safe?
Tks Kevin

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Read Answer Asked by Kevin on October 13, 2023

• RB Global Inc. (RBA)
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• Copart Inc. (CPRT)
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Q: Hi - nothing recent asked about this company. What would be your current thoughts on this name as a potential buy opportunity?

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Read Answer Asked by Doug on October 13, 2023

• Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
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• iShares iBoxx USD Investment Grade Corporate Bond ETF (LQD)
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• iShares Short Treasury Bond ETF (SHV)
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• iShares 20+ Year Treasury Bond ETF (TLT)
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Q: I am looking for $US-denominated ETFs to hold within my RRSP/RRIF. I would be interested in both shorter and longer-term names. When I review the questions you have answered and the company's literature, it is not clear if the bonds pay US dollars or are simply US bonds bought in Canadian dollars.

I am assuming that any ETFs that fit my criteria would not result in US taxes being paid as long as they are held directly in my registered accounts. If this is not the case, please suggest ways to ensure no taxes are withheld at source.

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on October 13, 2023

• Thermo Fisher Scientific Inc (TMO)
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Q: THERMO FISHER SCIENTIFIC HAS BEEN BEATEN DOWN RECENTLY. I THOUGH IT WAS A GOOD HEALTHCARE COMPANY. WHERE IS IT GOING? WHAT IS A GOOD ENTER PRICE?

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Read Answer Asked by Herbert on October 13, 2023

• XPEL Inc. (XPEL)
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Q: Hi there, do you think the sell off in XPEL is a buying opportunity? What are your general thoughts on the name and would you rate it a buy, or sell? Thanks!

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Read Answer Asked by Michael on October 13, 2023

• Alimentation Couche-Tard Inc. (ATD)
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Q: your thoughts please on the investor day?

Thx

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Read Answer Asked by blake on October 13, 2023

• Amgen Inc. (AMGN)
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• Eli Lilly and Company (LLY)
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Q: I heard that AMGN has a potential diabetes/weight loss drug similar to LLY and NVO. I think the AMGN drug is behind the other two and is in phase 2 trial. Do you have any background/guess on whether the AMGN drug can turn out as good as the others? What do you think of AMGN overall vs LLY and NVO?

Thank you,
Mike

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Read Answer Asked by Mike on October 13, 2023

• Lockheed Martin Corporation (LMT)
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• Roper Technologies Inc. (ROP)
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• WSP Global Inc. (WSP)
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• ATS Corporation (ATS)
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• RTX Corporation (RTX)
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Q: I have 1/2 positions in both RTX and LMT and was considering adding to one of them. Which one would you add to at this time? Alternately, do you have another suggestion for the industrials space that you like better than these two companies? thanks, J

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Read Answer Asked by John on October 13, 2023

• Vanguard U.S. Total Market Index ETF (VUN)
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Q: NTSX/VUN Peter; Would owning these two be too much overlap? Thanks.
Rod

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Read Answer Asked by Rodney on October 13, 2023

• iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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Q: I was updating my asset allocation model and took a closer look at XST (Consumer Staples (ETF).

RBC has it as 75% Staples and 25% Discretionary. What are your thoughts...should I use 75-25 or 100-0? My model is very easy to update.

Thanks...Steve

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Read Answer Asked by Stephen on October 13, 2023

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: May I have your thoughts on TOY's latest acquisition?
Jim

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Read Answer Asked by James on October 13, 2023

• General Motors Company (GM)
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• Tesla Inc. (TSLA)
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• Ferrari N.V. (RACE)
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Q: I know you don’t follow Europe stocks but wondering if you could give thoughts on this world’s top luxury automaker. Is the div sustainable and is the Valuation as cheap as it looks. Is there an ADR with a US$ dividend?

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Read Answer Asked by Scott on October 13, 2023

• Lithium Americas Corp. (LAC)
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• Lithium Americas (Argentina) Corp. (LAR)
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Q: Any preference of the two lithium companies and why? Thanks.

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Read Answer Asked by Charles on October 13, 2023

• Microsoft Corporation (MSFT)
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Q: What is your best guess on the level of impact the current $28.9B tax dispute Microsoft has with the IRS?

Does Microsoft have solid grounds to dispute or could this have a significant impact?

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Read Answer Asked by David on October 13, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: What do you think about BIP.UN? Do you prefer another Brookfield name?

Thanks,

Jim

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Read Answer Asked by Jim on October 13, 2023

• Extra Space Storage Inc (EXR)
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Q: Hello -

I suppose the merger with Life Storage has elevated EXR's debt. Is that debt load concerning in a prolonged "higher for longer" interest rate environment ?

How does it's present P/FFO ratio and Dividend yield compare to the past ?

Is there a better comparative metric to use than these ?

Is it a buy, or what would be "5i's attractive entry point" ?

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Read Answer Asked by James on October 13, 2023