Investment Q&A

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

Upvote 0

Read Answer Asked by cliff on July 29, 2022

• Constellation Software Inc. (CSU $4,897.62)
  • $4,897.62 P/E (TTM): 96.06X Cap: $97.47B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $175.97)
  • $175.97 P/E (TTM): 87.6X Cap: $23.47B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: What does the market expect from these 2 next week?

Thx

Upvote 0

Read Answer Asked by blake on July 28, 2022

• FirstService Corporation (FSV $271.80)
  • $271.80 P/E (TTM): 63.65X Cap: $12.36B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

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

Upvote 0

Read Answer Asked by Derek on July 28, 2022

• Whitecap Resources Inc. (WCP $10.07)
  • $10.07 P/E (TTM): 6.92X Cap: $5.93B
  • View WCP Profile
  • View Questions on WCP

Q: Hi 5i People,

Can I please get you commentary on Whitecap's results released last night. Thanks

Dave

Upvote 0

Read Answer Asked by David on July 28, 2022

• iShares U.S. Aerospace & Defense ETF (ITA $196.59)
  • $196.59 P/E (TTM): 78.83X Cap: $9.02B
  • View ITA Profile
  • View Questions on ITA
• Industrial Select Sector SPDR (XLI $150.24)
  • $150.24 P/E (TTM): 63.45X Cap: $23.08B
  • 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 $8.80)
  • $8.80 Cap: $2.93B
  • 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 $6.82)
  • $6.82 P/E (TTM): 20.53X Cap: $710M
  • 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 $47.85)
  • $47.85 P/E (TTM): 16.11X Cap: $756M
  • 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 $13.51)
  • $13.51 P/E (TTM): 16.97X Cap: $1.04B
  • 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 $20.52)
  • $20.52 P/E (TTM): 9.77X Cap: $17.81B
  • View HAL Profile
  • View Questions on HAL
• Schlumberger N.V. (SLB $32.29)
  • $32.29 P/E (TTM): 11.26X Cap: $44.41B
  • View SLB Profile
  • View Questions on SLB
• Pason Systems Inc. (PSI $11.60)
  • $11.60 P/E (TTM): 12.84X Cap: $912M
  • View PSI Profile
  • View Questions on PSI
  • View Reports on PSI
• Trican Well Service Ltd. (TCW $5.82)
  • $5.82 P/E (TTM): 10.81X Cap: $1.05B
  • 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 $271.80)
  • $271.80 P/E (TTM): 63.65X Cap: $12.36B
  • 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 $8.92)
  • $8.92 P/E (TTM): 66.88X Cap: $6.98B
  • 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 $1.70)
  • $1.70 Cap: $816M
  • 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 $268.62)
  • $268.62 P/E (TTM): 20.42X Cap: $32.07B
  • 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 $92.28)
  • $92.28 P/E (TTM): 14.67X Cap: $170.70B
  • View C Profile
  • View Questions on C
• Lundin Mining Corporation (LUN $15.53)
  • $15.53 Cap: $13.81B
  • View LUN Profile
  • View Questions on LUN
• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $45.15)
  • $45.15 P/E (TTM): 79.72X Cap: $22.62B
  • 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 $42.30)
  • $42.30 P/E (TTM): 99.22X Cap: $7.84B
  • 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 $93.47)
  • $93.47 P/E (TTM): 15.37X Cap: $19.45B
  • 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 $149.05)
  • $149.05 P/E (TTM): 14.26X Cap: $159.21B
  • View QCOM Profile
  • View Questions on QCOM
• Salesforce Inc. (CRM $237.34)
  • $237.34 P/E (TTM): 37.64X Cap: $229.92B
  • 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 $97.22)
  • $97.22 Cap: $2.07B
  • View VGG Profile
  • View Questions on VGG
• Global X S&P 500 Covered Call ETF (XYLD $39.19)
  • $39.19 P/E (TTM): 57.12X Cap: $3.10B
  • 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