Investment Q&A

• iShares U.S. Aerospace & Defense ETF (ITA $234.87)
  • $234.87 P/E (TTM): 20.16X Cap: $15.27B
  • View ITA Profile
  • View Questions on ITA
• State Street Industrial Select Sector SPDR ETF (XLI $174.10)
  • $174.10 P/E (TTM): 26.42X Cap: $30.42B
  • View XLI Profile
  • View Questions on XLI

Q: Are there any thematic drone ETFs out there, anywhere, that you would judge investment grade?

Upvote 0

Read Answer Asked by William Ross on July 28, 2022

• Bausch Health Companies Inc. (BHC $8.25)
  • $8.25 P/E (TTM): 6.24X Cap: $3.02B
  • View BHC Profile
  • View Questions on BHC

Q: Any idea why the stock is down by 50% today?

Upvote 0

Read Answer Asked by James on July 28, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.86)
  • $5.86 P/E (TTM): 23.48X Cap: $625M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

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.

Upvote 0

Read Answer Asked by Paul on July 28, 2022

• Carriage Services Inc. (CSV $43.25)
  • $43.25 P/E (TTM): 13.88X Cap: $679M
  • View CSV Profile
  • View Questions on CSV

Q: Obviously the market did not like earnings release, how bad are things here? Is this drop a buying opportunity?

Upvote 0

Read Answer Asked by Harry on July 28, 2022

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.82)
  • $13.82 P/E (TTM): 6.96X Cap: $1.06B
  • View CPD Profile
  • View Questions on CPD

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?

Upvote 0

Read Answer Asked by Michael on July 28, 2022

• Halliburton Company (HAL $34.00)
  • $34.00 P/E (TTM): 22.64X Cap: $28.44B
  • View HAL Profile
  • View Questions on HAL
• SLB Limited (SLB $50.29)
  • $50.29 P/E (TTM): 21.44X Cap: $75.34B
  • View SLB Profile
  • View Questions on SLB
• Pason Systems Inc. (PSI $12.60)
  • $12.60 P/E (TTM): 16.2X Cap: $986M
  • View PSI Profile
  • View Questions on PSI
  • View Reports on PSI
• Trican Well Service Ltd. (TCW $7.20)
  • $7.20 P/E (TTM): 12.72X Cap: $1.53B
  • View TCW Profile
  • View Questions on TCW

Q: What would be your three picks of energy services firms ( non pipelines) in North America with growing dividends?

Upvote 0

Read Answer Asked by William Ross on July 28, 2022

• FirstService Corporation (FSV $210.63)
  • $210.63 P/E (TTM): 51.37X Cap: $9.62B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: Your comments and analysis of FSV earnings. Thanks.

Upvote 0

Read Answer Asked by Greg on July 28, 2022

• Capstone Copper Corp. (CS $14.95)
  • $14.95 P/E (TTM): 29.2X Cap: $12.10B
  • View CS Profile
  • View Questions on CS

Q: Hi team,

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

Thanks!

Upvote 0

Read Answer Asked by David on July 28, 2022

• Asante Gold Corporation (ASE)
  • Cap: $1.38B
  • View ASE Profile
  • View Questions on ASE

Q: Hi team,

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

Thanks!

Upvote 0

Read Answer Asked by David on July 28, 2022

• Humana Inc. (HUM $183.89)
  • $183.89 P/E (TTM): 17.21X Cap: $22.14B
  • View HUM Profile
  • View Questions on HUM

Q: Thoughts on earnings and outlook ? Would you enter here ? Thank you.

Upvote 0

Read Answer Asked by Paul on July 28, 2022

• Citigroup Inc. (C $113.85)
  • $113.85 P/E (TTM): 15.59X Cap: $198.35B
  • View C Profile
  • View Questions on C
• Lundin Mining Corporation (LUN $33.32)
  • $33.32 Cap: $29.80B
  • View LUN Profile
  • View Questions on LUN
• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $77.31)
  • $77.31 P/E (TTM): 32.33X Cap: $39.29B
  • View TECK.A Profile
  • View Questions on TECK.A

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

Upvote 0

Read Answer Asked by alex on July 28, 2022

• OR Royalties Inc. (OR $56.74)
  • $56.74 P/E (TTM): 73.45X Cap: $10.95B
  • View OR Profile
  • View Questions on OR

Q: How safe is the interest on or.db ?
Thanks Phil

Upvote 0

Read Answer Asked by philip on July 28, 2022

• Loews Corporation (L $109.55)
  • $109.55 P/E (TTM): 13.63X Cap: $22.41B
  • View L Profile
  • View Questions on L

Q: Evidently, the market didn't like Loblaw's results. Your take, please?

Upvote 0

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.

Upvote 0

Read Answer Asked by Justin on July 28, 2022

• QUALCOMM Incorporated (QCOM $141.54)
  • $141.54 P/E (TTM): 28.37X Cap: $150.12B
  • View QCOM Profile
  • View Questions on QCOM
• Salesforce Inc. (CRM $190.36)
  • $190.36 P/E (TTM): 25.33X Cap: $177.76B
  • View CRM Profile
  • View Questions on CRM

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

Upvote 0

Read Answer Asked by Paul on July 28, 2022

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.56)
  • $105.56 Cap: $2.31B
  • View VGG Profile
  • View Questions on VGG
• Global X S&P 500 Covered Call ETF (XYLD $40.61)
  • $40.61 P/E (TTM): 25.77X Cap: $3.18B
  • View XYLD Profile
  • View Questions on XYLD

Q: Is there a dividend appreciation etf similar to VGG that has a covered call overlay and if so would you recommend in this market. Thanks for your expertise.

Upvote 0

Read Answer Asked by Ian on July 28, 2022

• Garmin Ltd. (Switzerland) (GRMN $217.81)
  • $217.81 P/E (TTM): 26.48X Cap: $41.30B
  • View GRMN Profile
  • View Questions on GRMN

Q: How do you feel about the short term and long term for Garmin after their earnings? Do you feel confident in their management? How do you feel about the inside ownership? What area of their business us their biggest source of revenue? How do you feel about their financials…and any other pros snd cons…and lastly is it a screaming buy now? a or a hold? or sell?

Upvote 0

Read Answer Asked by James on July 28, 2022

• Garmin Ltd. (Switzerland) (GRMN $217.81)
  • $217.81 P/E (TTM): 26.48X Cap: $41.30B
  • View GRMN Profile
  • View Questions on GRMN

Q: Hi 5i Team,
Garmin reported disappointing 2Q and lower 2022 guidance. What do you think of this company in a longer term?
Is this stock buy, hold or sell?

Thank you for your professional advice.

Upvote 0

Read Answer Asked by Pui on July 28, 2022

• Alphabet Inc. (GOOG $301.29)
  • $301.29 P/E (TTM): 28.31X Cap: $3.69T
  • View GOOG Profile
  • View Questions on GOOG
• Netflix Inc. (NFLX $77.06)
  • $77.06 P/E (TTM): 30.4X Cap: $324.55B
  • View NFLX Profile
  • View Questions on NFLX
• The Walt Disney Company (DIS $106.80)
  • $106.80 P/E (TTM): 15.53X Cap: $186.80B
  • View DIS Profile
  • View Questions on DIS
• AT&T Inc. (T $28.74)
  • $28.74 P/E (TTM): 9.44X Cap: $200.84B
  • View T Profile
  • View Questions on T
• Verizon Communications Inc. (VZ $48.90)
  • $48.90 P/E (TTM): 10.47X Cap: $206.64B
  • View VZ Profile
  • View Questions on VZ
• TELUS Corporation (T $18.34)
  • $18.34 P/E (TTM): 23.83X Cap: $28.40B
  • View T Profile
  • View Questions on T
• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $51.92)
  • $51.92 P/E (TTM): 14.85X Cap: $12.02B
  • View QBR.B Profile
  • View Questions on QBR.B
• Twitter Inc. (TWTR)
  • View TWTR Profile
  • View Questions on TWTR
• State Street Communication Services Select Sector SPDR ETF (XLC $114.68)
  • $114.68 P/E (TTM): 15.23X Cap: $26.25B
  • View XLC Profile
  • View Questions on XLC
• Match Group Inc. (MTCH $30.40)
  • $30.40 P/E (TTM): 14.25X Cap: $7.20B
  • View MTCH Profile
  • View Questions on MTCH
• Lumen Technologies Inc. (LUMN $8.30)
  • $8.30 Cap: $8.60B
  • View LUMN Profile
  • View Questions on LUMN

Q: My portfolio analytics is showing that I'm a bit low in my communication services sector.

Beyond the obvious telecom companies, what are some of the less obvious companies or perhaps ETFs that would fit into this sector?

Also, including the telecoms, could you rank your top few Canadian and US buys for this sector.

Thanks as always.

Upvote 0

Read Answer Asked by Kevin on July 28, 2022

• Richards Packaging Income Fund (RPI.UN)
  • P/E (TTM): 16.45X Cap: $347M
  • View RPI.UN Profile
  • View Questions on RPI.UN
  • View Reports on RPI.UN

Q: Hi, Could you please comment on the results and the skeptical guidance. Thanks

Upvote 0

Read Answer Asked by rajeev on July 28, 2022