Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.98)
  • $47.98 Cap: $20.29B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $82.66)
  • $82.66 P/E (TTM): 50.49X Cap: $694M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.84)
  • $39.84 P/E (TTM): 14.87X Cap: $1.03B
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• Vanguard Dividend Appreciation FTF (VIG $216.58)
  • $216.58 P/E (TTM): 24.27X Cap: $92.48B
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• SPDR S&P 500 ETF Trust (SPY $666.79)
  • $666.79 P/E (TTM): 26.87X Cap: $669.99B
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• iShares Russell 2000 ETF (IWM $244.40)
  • $244.40 P/E (TTM): 16.94X Cap: $70.47B
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• Vanguard Growth ETF Portfolio (VGRO $42.17)
  • $42.17 P/E (TTM): 0.01X Cap: $7.89B
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Q: Hello,

Please recommend some total market ETFs for the Canadian market, the American Market, for growth, for income, and/or the best overall in your opinion.

Thanks,

Mark

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Read Answer Asked by Mark on August 02, 2022

• Topaz Energy Corp. (TPZ $25.66)
  • $25.66 P/E (TTM): 61.88X Cap: $3.90B
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Q: Topaz just announced an 8% dividend increase on July 27th
It is missing on your dividend update list.
Thanks for all you do.

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Read Answer Asked by Madeline on July 31, 2022

• Aecon Group Inc. (ARE $23.17)
  • $23.17 P/E (TTM): 66.91X Cap: $1.47B
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Q: Comments on results of A -0.10 vs E +0.19 and LY +0.27.
thanks
Sherrill

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Read Answer Asked by Sherrill on July 29, 2022

• Roku Inc. (ROKU $99.05)
  • $99.05 Cap: $14.99B
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Q: ROKU is taking a beating on the quarterly results. What do you think about it on 5-10 year term basis?

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Read Answer Asked by Geoffrey on July 29, 2022

• Tamarack Valley Energy Ltd. (TVE $6.00)
  • $6.00 P/E (TTM): 12.53X Cap: $2.98B
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Q: Would you please comment upon TVE's recent results and strategy. The market appears unimpressed.

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Read Answer Asked by Peter on July 29, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Peter; I’ve seen all the recent ? on CTS but was wondering if, due to their ability to convert - and add to- their debt, if this would be a buy signal now? Thank. Rod

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Read Answer Asked by Rodney on July 29, 2022

• Aecon Group Inc. (ARE $23.17)
  • $23.17 P/E (TTM): 66.91X Cap: $1.47B
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Q: any idea why the stock is tanking today?

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Read Answer Asked by dan on July 29, 2022

• Suncor Energy Inc. (SU $57.74)
  • $57.74 P/E (TTM): 12.29X Cap: $69.49B
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• Cenovus Energy Inc. (CVE $23.61)
  • $23.61 P/E (TTM): 16.49X Cap: $42.66B
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• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• ARC Resources Ltd. (ARX $25.09)
  • $25.09 P/E (TTM): 5.87X Cap: $14.49B
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• MEG Energy Corp. (MEG $28.15)
  • $28.15 P/E (TTM): 6.32X Cap: $7.18B
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• Whitecap Resources Inc. (WCP $11.05)
  • $11.05 P/E (TTM): 7.42X Cap: $13.33B
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• Baytex Energy Corp. (BTE $3.34)
  • $3.34 P/E (TTM): 7.06X Cap: $2.55B
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• Tamarack Valley Energy Ltd. (TVE $6.00)
  • $6.00 P/E (TTM): 12.53X Cap: $2.98B
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Q: Hi. I own these oil stocks and have to get rid of two or three. Which three would you sell first and in what order? Thanks Paul

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Read Answer Asked by Paul on July 29, 2022

• Apple Inc. (AAPL $256.10)
  • $256.10 P/E (TTM): 37.25X Cap: $3.64T
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• Meta Platforms Inc. (META $765.16)
  • $765.16 P/E (TTM): 28.24X Cap: $1.95T
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• Alphabet Inc. (GOOG $252.88)
  • $252.88 P/E (TTM): 27.21X Cap: $3.08T
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• Microsoft Corporation (MSFT $514.45)
  • $514.45 P/E (TTM): 37.97X Cap: $3.84T
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• NVIDIA Corporation (NVDA $183.61)
  • $183.61 P/E (TTM): 56.99X Cap: $4.29T
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• Booking Holdings Inc. (BKNG $5,457.13)
  • $5,457.13 P/E (TTM): 37.96X Cap: $176.45B
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• QUALCOMM Incorporated (QCOM $169.68)
  • $169.68 P/E (TTM): 16.12X Cap: $180.03B
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• Atlassian Corporation (TEAM $170.63)
  • $170.63 Cap: $44.34B
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• Crocs Inc. (CROX $77.14)
  • $77.14 P/E (TTM): 21.53X Cap: $4.38B
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• CrowdStrike Holdings Inc. (CRWD $493.14)
  • $493.14 Cap: $126.11B
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• Digital Turbine Inc. (APPS $5.46)
  • $5.46 Cap: $596M
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• Unity Software Inc. (U $45.91)
  • $45.91 Cap: $19.45B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: We hold the following in a registered US$ 'growth' account . The list shows % each represents of our total US/CAN portfolio and current Gain/Loss position.

1. Anything in this list that you would toss out ?

2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?

MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%

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Read Answer Asked by Alexandra on July 29, 2022

• Redfin Corporation (RDFN)
  • Cap: $1.43B
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• Dye & Durham Limited (DND $8.73)
  • $8.73 Cap: $598M
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Q: I have a large loss in DND. Do you have anything that might replace it for a month?

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Read Answer Asked by Gerald on July 29, 2022

• Capital Power Corporation (CPX $65.37)
  • $65.37 P/E (TTM): 20.06X Cap: $10.05B
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Q: Please advise of the business and financial strength of this company and your buy or not recomendation.

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Read Answer Asked by Doug on July 29, 2022

• Real Matters Inc. (REAL $7.66)
  • $7.66 Cap: $579M
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Q: Hi team,

Please provide opinion on the quarter!

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Read Answer Asked by David on July 29, 2022

• Enphase Energy Inc. (ENPH $40.48)
  • $40.48 P/E (TTM): 29.78X Cap: $5.02B
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Q: Thoughts on latest financial results please. Is it too late to enter or at what price is a decent entry point for a long term hold?

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Read Answer Asked by Tim on July 29, 2022

• Tidewater Midstream and Infrastructure Ltd. (TWM $6.42)
  • $6.42 Cap: $129M
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Q: PLEASE PROVIDE YOUR ANALYSIS WITH PARTICULAR REFERENCE TO THEIR CURRENT RAISE AND RISK/REWARD OVER THE THE NEXT COUPLE OF YEARS.
THANKS, HUGH

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Read Answer Asked by Hugh on July 29, 2022

• Spin Master Corp. Subordinate Voting Shares (TOY $22.07)
  • $22.07 P/E (TTM): 19.09X Cap: $2.25B
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Q: Could you comment on the latest earnings from Spin Master. They look good (supported by analysts from TD and RBC) and in addition, they also introduced a quarterly dividend (something that you always like to see). Very surprised that the SP dropped but would appreciate your views.

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Read Answer Asked by karl on July 29, 2022

• Champion Iron Limited Ordinary Shares (CIA $4.31)
  • $4.31 P/E (TTM): 25.36X Cap: $2.24B
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Q: Could I have your comments on CIA 's latest quarter & what it suggest for the future? Is the dividend safe here?
Thanks
Dave

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Read Answer Asked by Dave on July 29, 2022

• Air Canada Voting and Variable Voting Shares (AC $19.05)
  • $19.05 P/E (TTM): 5.14X Cap: $5.59B
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• Lundin Mining Corporation (LUN $17.28)
  • $17.28 Cap: $14.40B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.07)
  • $0.07 Cap: $11M
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• MEDIFAST INC (MED $14.32)
  • $14.32 P/E (TTM): 43.48X Cap: $157M
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• Unity Software Inc. (U $45.91)
  • $45.91 Cap: $19.45B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: I'm down on these stocks, what are your thoughts currently and prospects going forward? Buy, sell, hold, add? They've all become less than 1.5% positions. Thanks!

MED, NVEI, AC, LUN, EGLX, U, AT

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Read Answer Asked by Keith on July 29, 2022

• First Quantum Minerals Ltd. (FM $27.57)
  • $27.57 P/E (TTM): 81.32X Cap: $22.52B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $53.50)
  • $53.50 P/E (TTM): 95.0X Cap: $26.47B
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• Lundin Mining Corporation (LUN $17.28)
  • $17.28 Cap: $14.40B
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• Ivanhoe Mines Ltd. (IVN $13.05)
  • $13.05 P/E (TTM): 33.05X Cap: $17.93B
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Q: Could you suggest a couple of Canadian companies leveraged to copper, noting key strengths? Then a couple of additional ones based on downside protection if commodity cycle rolls over?
Thanks in advance.

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Read Answer Asked by John on July 29, 2022

• DocuSign Inc. (DOCU $84.86)
  • $84.86 P/E (TTM): 63.6X Cap: $17.01B
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• Unity Software Inc. (U $45.91)
  • $45.91 Cap: $19.45B
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Q: Hi team! I have held those 2 for over 2 years. Down over 70+ % . I am thinking to sell and buy alphabet for 2 to 5 years. Your thoughts and some conservative predictions if you were in my situation? Thanks !

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Read Answer Asked by Jacques on July 29, 2022

• Shell PLC American Depositary Shares (each representing two (2)) (SHEL $71.05)
  • $71.05 P/E (TTM): 44.89X Cap: $205.76B
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Q: Noting the recent results from Shell I am very surprised the stock has not popped today (July 28). You thoughts and if I should add a bit more to my holdings. Total energy exposure is about 8% of my portfolio (own PXT, NRGI, and TVE as well).

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Read Answer Asked by Randy on July 29, 2022