Investment Q&A

• iShares U.S. Aerospace & Defense ETF (ITA $249.23)
  • $249.23 P/E (TTM): 20.14X Cap: $15.85B
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• State Street Industrial Select Sector SPDR ETF (XLI $178.52)
  • $178.52 P/E (TTM): 26.42X Cap: $31.55B
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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 $8.13)
  • $8.13 P/E (TTM): 13.91X Cap: $2.99B
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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 $5.82)
  • $5.82 P/E (TTM): 23.68X Cap: $622M
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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 $45.95)
  • $45.95 P/E (TTM): 14.21X Cap: $725M
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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 $13.85)
  • $13.85 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 $35.84)
  • $35.84 P/E (TTM): 23.49X Cap: $30.15B
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• SLB Limited (SLB $50.93)
  • $50.93 P/E (TTM): 21.8X Cap: $77.14B
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• Pason Systems Inc. (PSI $12.94)
  • $12.94 P/E (TTM): 16.24X Cap: $960M
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• Trican Well Service Ltd. (TCW $6.65)
  • $6.65 P/E (TTM): 11.31X Cap: $1.37B
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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 $214.00)
  • $214.00 P/E (TTM): 50.65X Cap: $9.88B
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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 $13.52)
  • $13.52 P/E (TTM): 25.32X Cap: $10.77B
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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 $183.37)
  • $183.37 P/E (TTM): 18.39X Cap: $22.97B
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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 $110.99)
  • $110.99 P/E (TTM): 15.58X Cap: $192.75B
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• Lundin Mining Corporation (LUN $42.32)
  • $42.32 Cap: $37.13B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $78.22)
  • $78.22 P/E (TTM): 28.74X Cap: $39.08B
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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 $63.81)
  • $63.81 P/E (TTM): 56.2X Cap: $12.15B
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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 $111.41)
  • $111.41 P/E (TTM): 13.62X Cap: $22.66B
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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 $140.87)
  • $140.87 P/E (TTM): 28.31X Cap: $151.89B
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• Salesforce Inc. (CRM $192.64)
  • $192.64 P/E (TTM): 23.79X Cap: $182.51B
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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

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.03)
  • $106.03 Cap: $2.34B
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• Global X S&P 500 Covered Call ETF (XYLD $40.75)
  • $40.75 P/E (TTM): 25.77X Cap: $3.14B
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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.

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Read Answer Asked by Ian on July 28, 2022

• Garmin Ltd. (Switzerland) (GRMN $254.50)
  • $254.50 P/E (TTM): 28.4X Cap: $48.66B
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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?

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Read Answer Asked by James on July 28, 2022

• Garmin Ltd. (Switzerland) (GRMN $254.50)
  • $254.50 P/E (TTM): 28.4X Cap: $48.66B
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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.

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Read Answer Asked by Pui on July 28, 2022

• Alphabet Inc. (GOOG $307.14)
  • $307.14 P/E (TTM): 28.83X Cap: $3.77T
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• Netflix Inc. (NFLX $97.32)
  • $97.32 P/E (TTM): 30.06X Cap: $406.34B
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• The Walt Disney Company (DIS $103.92)
  • $103.92 P/E (TTM): 15.38X Cap: $187.85B
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• AT&T Inc. (T $28.06)
  • $28.06 P/E (TTM): 9.38X Cap: $196.08B
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• Verizon Communications Inc. (VZ $50.14)
  • $50.14 P/E (TTM): 12.24X Cap: $211.47B
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• TELUS Corporation (T $18.66)
  • $18.66 P/E (TTM): 25.83X Cap: $29.19B
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• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $57.86)
  • $57.86 P/E (TTM): 15.33X Cap: $12.78B
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• Twitter Inc. (TWTR)
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• State Street Communication Services Select Sector SPDR ETF (XLC $117.88)
  • $117.88 P/E (TTM): 15.23X Cap: $27.08B
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• Match Group Inc. (MTCH $31.43)
  • $31.43 P/E (TTM): 14.43X Cap: $7.35B
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• Lumen Technologies Inc. (LUMN $7.09)
  • $7.09 Cap: $7.63B
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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.

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Read Answer Asked by Kevin on July 28, 2022

• Richards Packaging Income Fund (RPI.UN)
  • P/E (TTM): 16.45X Cap: $347M
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Q: Hi, Could you please comment on the results and the skeptical guidance. Thanks

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Read Answer Asked by rajeev on July 28, 2022