Investment Q&A

• Broadcom Inc. (AVGO $339.40)
  • $339.40 P/E (TTM): 72.79X Cap: $1.62T
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• Cisco Systems Inc. (CSCO $78.26)
  • $78.26 P/E (TTM): 27.41X Cap: $306.90B
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• Intel Corporation (INTC $47.81)
  • $47.81 Cap: $233.66B
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• NVIDIA Corporation (NVDA $185.07)
  • $185.07 P/E (TTM): 37.28X Cap: $4.48T
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• QUALCOMM Incorporated (QCOM $134.36)
  • $134.36 P/E (TTM): 27.84X Cap: $144.25B
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• Texas Instruments Incorporated (TXN $198.14)
  • $198.14 P/E (TTM): 35.93X Cap: $179.78B
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• Advanced Micro Devices Inc. (AMD $204.60)
  • $204.60 P/E (TTM): 76.48X Cap: $331.34B
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Q: With the chip bill being passed by Biden, which companies will benefit the most;
Intel, Cisco, Nvdia, Advanced Micro Device, Qualcom or other chip companies.

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Read Answer Asked by Helen on July 29, 2022

Q: what are some good things to keep in mind that help you keep things in perspective regarding the fluctuations and negativity.. for me its having a rational solid response to a quarterly earnings thanks for the help

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Read Answer Asked by cliff on July 29, 2022

• Constellation Software Inc. (CSU $2,756.20)
  • $2,756.20 P/E (TTM): 69.74X Cap: $62.27B
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• Topicus.com Inc. (TOI $105.16)
  • $105.16 P/E (TTM): 343.47X Cap: $14.04B
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Q: What does the market expect from these 2 next week?

Thx

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Read Answer Asked by blake on July 28, 2022

• FirstService Corporation (FSV $197.82)
  • $197.82 P/E (TTM): 49.73X Cap: $9.33B
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Q: I have been watching this stock for quite some time and read your comments to Greg. A so so earnings report and it has a p/e of 46.40 with expected 10% earnings growth. With this type of market and these figures , I am staying away. I like the company but am looking for much lower price. Your thoughts? Thanks.
Derek

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Read Answer Asked by Derek on July 28, 2022

• Whitecap Resources Inc. (WCP $14.01)
  • $14.01 P/E (TTM): 13.45X Cap: $16.78B
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Q: Hi 5i People,

Can I please get you commentary on Whitecap's results released last night. Thanks

Dave

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Read Answer Asked by David on July 28, 2022

• iShares U.S. Aerospace & Defense ETF (ITA $238.69)
  • $238.69 P/E (TTM): 20.14X Cap: $16.19B
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• State Street Industrial Select Sector SPDR ETF (XLI $169.31)
  • $169.31 P/E (TTM): 26.42X Cap: $29.57B
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Q: Are there any thematic drone ETFs out there, anywhere, that you would judge investment grade?

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Read Answer Asked by William Ross on July 28, 2022

• Bausch Health Companies Inc. (BHC $7.26)
  • $7.26 P/E (TTM): 12.44X Cap: $2.71B
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Q: Any idea why the stock is down by 50% today?

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Read Answer Asked by James on July 28, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.44)
  • $5.44 P/E (TTM): 18.73X Cap: $596M
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Q: As a follow-up to Blake's question of today, you note that FSZ "remains a higher risk income stock". What risk are you referring to - that the dividend (which has been very high for many years) will be cut or that the stock will drop significantly or both? I know that dividends are not guaranteed, but given the backers behind this company, I wonder what is new here for you to include this caveat?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on July 28, 2022

• Carriage Services Inc. (CSV $42.67)
  • $42.67 P/E (TTM): 13.3X Cap: $678M
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Q: Obviously the market did not like earnings release, how bad are things here? Is this drop a buying opportunity?

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Read Answer Asked by Harry on July 28, 2022

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.79)
  • $13.79 P/E (TTM): 6.96X Cap: $1.06B
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Q: Can you comment on what you think is going on with the pref market. They had a great last year with them pricing in rate rises and now they look like they are doing the opposite with potential credit risks. Seems a bit overdone. Thoughts?

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Read Answer Asked by Michael on July 28, 2022

• Halliburton Company (HAL $35.40)
  • $35.40 P/E (TTM): 23.1X Cap: $29.59B
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• SLB Limited (SLB $47.64)
  • $47.64 P/E (TTM): 20.08X Cap: $72.28B
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• Pason Systems Inc. (PSI $12.78)
  • $12.78 P/E (TTM): 19.03X Cap: $992M
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• Trican Well Service Ltd. (TCW $6.96)
  • $6.96 P/E (TTM): 11.9X Cap: $1.46B
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Q: What would be your three picks of energy services firms ( non pipelines) in North America with growing dividends?

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Read Answer Asked by William Ross on July 28, 2022

• FirstService Corporation (FSV $197.82)
  • $197.82 P/E (TTM): 49.73X Cap: $9.33B
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Q: Your comments and analysis of FSV earnings. Thanks.

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Read Answer Asked by Greg on July 28, 2022

• Capstone Copper Corp. (CS $11.36)
  • $11.36 P/E (TTM): 20.26X Cap: $8.81B
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Q: Hi team,

Can you provide your latest thoughts on this company as an investment?

Thanks!

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Read Answer Asked by David on July 28, 2022

• Asante Gold Corporation (ASE)
  • Cap: $1.38B
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Q: Hi team,

Can you provide your latest thoughts on this company as an investment?

Thanks!

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Read Answer Asked by David on July 28, 2022

• Humana Inc. (HUM $171.43)
  • $171.43 P/E (TTM): 18.12X Cap: $20.93B
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Q: Thoughts on earnings and outlook ? Would you enter here ? Thank you.

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Read Answer Asked by Paul on July 28, 2022

• Citigroup Inc. (C $108.15)
  • $108.15 P/E (TTM): 15.25X Cap: $190.62B
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• Lundin Mining Corporation (LUN $36.62)
  • $36.62 Cap: $31.06B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $71.47)
  • $71.47 P/E (TTM): 24.65X Cap: $35.17B
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Q: I am down substantially in LUN and thinking about harvesting the loss and investing in TECK. Your thoughts? Good idea or just stay out of minerals for now? Thanks

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Read Answer Asked by alex on July 28, 2022

• OR Royalties Inc. (OR $57.42)
  • $57.42 P/E (TTM): 54.09X Cap: $11.15B
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Q: How safe is the interest on or.db ?
Thanks Phil

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Read Answer Asked by philip on July 28, 2022

• Loews Corporation (L $108.80)
  • $108.80 P/E (TTM): 13.67X Cap: $22.49B
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Q: Evidently, the market didn't like Loblaw's results. Your take, please?

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Read Answer Asked by John on July 28, 2022

Q: Which 5 Canadian and U.S.A. growth stocks do you consider most undervalued today. Thanks.

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Read Answer Asked by Justin on July 28, 2022

• QUALCOMM Incorporated (QCOM $134.36)
  • $134.36 P/E (TTM): 27.84X Cap: $144.25B
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• Salesforce Inc. (CRM $191.79)
  • $191.79 P/E (TTM): 25.49X Cap: $179.90B
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Q: hello 5i:
could you discuss the earnings for the above 2 companies, as well as the outlook from the CEO's? Looking to add to an existing CRM position; any red flags?
thanks
Paul L

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Read Answer Asked by Paul on July 28, 2022