Investment Q&A

• Broadcom Inc. (AVGO $330.34)
  • $330.34 P/E (TTM): 70.03X Cap: $1.56T
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• Cisco Systems Inc. (CSCO $77.74)
  • $77.74 P/E (TTM): 28.49X Cap: $307.06B
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• Intel Corporation (INTC $43.63)
  • $43.63 Cap: $217.93B
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• NVIDIA Corporation (NVDA $191.55)
  • $191.55 P/E (TTM): 47.1X Cap: $4.65T
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• QUALCOMM Incorporated (QCOM $140.41)
  • $140.41 P/E (TTM): 28.81X Cap: $149.81B
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• Texas Instruments Incorporated (TXN $219.86)
  • $219.86 P/E (TTM): 40.24X Cap: $199.53B
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• Advanced Micro Devices Inc. (AMD $196.60)
  • $196.60 P/E (TTM): 75.53X Cap: $320.07B
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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 $2,406.97)
  • $2,406.97 P/E (TTM): 58.29X Cap: $51B
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• Topicus.com Inc. (TOI $88.56)
  • $88.56 P/E (TTM): 747.98X Cap: $7.40B
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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 $207.65)
  • $207.65 P/E (TTM): 52.0X Cap: $9.54B
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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 $13.76)
  • $13.76 P/E (TTM): 11.62X Cap: $16.70B
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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 $241.26)
  • $241.26 P/E (TTM): 20.16X Cap: $15.69B
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• State Street Industrial Select Sector SPDR ETF (XLI $174.83)
  • $174.83 P/E (TTM): 26.42X Cap: $31.14B
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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 $8.21)
  • $8.21 P/E (TTM): 14.26X Cap: $3.10B
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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 $5.92)
  • $5.92 P/E (TTM): 23.68X Cap: $631M
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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 $44.18)
  • $44.18 P/E (TTM): 14.42X Cap: $695M
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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 $13.89)
  • $13.89 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 $35.24)
  • $35.24 P/E (TTM): 23.41X Cap: $29.51B
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• SLB Limited (SLB $51.24)
  • $51.24 P/E (TTM): 21.64X Cap: $76.62B
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• Pason Systems Inc. (PSI $12.68)
  • $12.68 P/E (TTM): 16.33X Cap: $989M
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• Trican Well Service Ltd. (TCW $6.56)
  • $6.56 P/E (TTM): 11.24X Cap: $1.38B
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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 $207.65)
  • $207.65 P/E (TTM): 52.0X Cap: $9.54B
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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 $13.75)
  • $13.75 P/E (TTM): 25.82X Cap: $10.49B
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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 $181.16)
  • $181.16 P/E (TTM): 19.27X Cap: $21.84B
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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 $110.75)
  • $110.75 P/E (TTM): 16.32X Cap: $193.73B
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• Lundin Mining Corporation (LUN $41.63)
  • $41.63 Cap: $35.57B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $81.04)
  • $81.04 P/E (TTM): 28.85X Cap: $39.56B
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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 $61.26)
  • $61.26 P/E (TTM): 54.8X Cap: $11.51B
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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 $108.71)
  • $108.71 P/E (TTM): 13.76X Cap: $22.40B
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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 $140.41)
  • $140.41 P/E (TTM): 28.81X Cap: $149.81B
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• Salesforce Inc. (CRM $178.16)
  • $178.16 P/E (TTM): 24.72X Cap: $166.93B
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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