Investment Q&A

• Broadcom Inc. (AVGO $406.54)
  • $406.54 P/E (TTM): 85.59X Cap: $1.92T
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• Cisco Systems Inc. (CSCO $86.25)
  • $86.25 P/E (TTM): 31.03X Cap: $340.67B
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• Intel Corporation (INTC $68.50)
  • $68.50 Cap: $343.41B
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• NVIDIA Corporation (NVDA $201.68)
  • $201.68 P/E (TTM): 41.16X Cap: $4.90T
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• QUALCOMM Incorporated (QCOM $136.20)
  • $136.20 P/E (TTM): 27.46X Cap: $145.32B
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• Texas Instruments Incorporated (TXN $229.82)
  • $229.82 P/E (TTM): 42.09X Cap: $209.24B
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• Advanced Micro Devices Inc. (AMD $278.39)
  • $278.39 P/E (TTM): 105.05X Cap: $453.87B
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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 $2,626.45)
  • $2,626.45 P/E (TTM): 78.39X Cap: $55.65B
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• Topicus.com Inc. (TOI $102.60)
  • $102.60 P/E (TTM): 318.93X Cap: $13.30B
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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 $208.59)
  • $208.59 P/E (TTM): 47.69X Cap: $9.58B
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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 $13.93)
  • $13.93 P/E (TTM): 13.66X Cap: $16.90B
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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 $231.94)
  • $231.94 P/E (TTM): 20.14X Cap: $14.17B
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• State Street Industrial Select Sector SPDR ETF (XLI $173.51)
  • $173.51 P/E (TTM): 26.42X Cap: $30.79B
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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 $8.09)
  • $8.09 P/E (TTM): 13.72X Cap: $3.01B
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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 $5.68)
  • $5.68 P/E (TTM): 18.93X Cap: $605M
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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 $48.65)
  • $48.65 P/E (TTM): 14.97X Cap: $771M
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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 $13.91)
  • $13.91 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 $37.15)
  • $37.15 P/E (TTM): 24.77X Cap: $31.02B
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• SLB Limited (SLB $52.66)
  • $52.66 P/E (TTM): 22.41X Cap: $79.12B
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• Pason Systems Inc. (PSI $12.60)
  • $12.60 P/E (TTM): 18.81X Cap: $980M
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• Trican Well Service Ltd. (TCW $6.39)
  • $6.39 P/E (TTM): 11.02X Cap: $1.34B
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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 $208.59)
  • $208.59 P/E (TTM): 47.69X Cap: $9.58B
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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 $12.82)
  • $12.82 P/E (TTM): 22.59X Cap: $9.78B
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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 $205.14)
  • $205.14 P/E (TTM): 20.83X Cap: $24.73B
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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 $132.18)
  • $132.18 P/E (TTM): 18.91X Cap: $230.99B
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• Lundin Mining Corporation (LUN $40.32)
  • $40.32 Cap: $34.45B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $81.83)
  • $81.83 P/E (TTM): 29.02X Cap: $40.05B
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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 $58.43)
  • $58.43 P/E (TTM): 53.61X Cap: $10.98B
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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 $111.35)
  • $111.35 P/E (TTM): 13.95X Cap: $22.91B
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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 $136.20)
  • $136.20 P/E (TTM): 27.46X Cap: $145.32B
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• Salesforce Inc. (CRM $182.14)
  • $182.14 P/E (TTM): 23.35X Cap: $168.11B
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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