Investment Q&A

• Broadcom Inc. (AVGO $339.31)
  • $339.31 P/E (TTM): 86.46X Cap: $1.60T
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• Cisco Systems Inc. (CSCO $67.32)
  • $67.32 P/E (TTM): 26.49X Cap: $266.12B
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• Intel Corporation (INTC $31.22)
  • $31.22 Cap: $136.64B
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• NVIDIA Corporation (NVDA $176.97)
  • $176.97 P/E (TTM): 50.83X Cap: $4.30T
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• QUALCOMM Incorporated (QCOM $173.55)
  • $173.55 P/E (TTM): 16.38X Cap: $187.26B
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• Texas Instruments Incorporated (TXN $184.44)
  • $184.44 P/E (TTM): 33.28X Cap: $167.67B
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• Advanced Micro Devices Inc. (AMD $160.88)
  • $160.88 P/E (TTM): 91.94X Cap: $261.08B
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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 $4,137.62)
  • $4,137.62 P/E (TTM): 98.78X Cap: $87.68B
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• Topicus.com Inc. (TOI $157.72)
  • $157.72 P/E (TTM): 73.89X Cap: $13.05B
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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 $265.55)
  • $265.55 P/E (TTM): 63.4X Cap: $12.09B
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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 $11.13)
  • $11.13 P/E (TTM): 7.58X Cap: $13.70B
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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 $203.67)
  • $203.67 P/E (TTM): 22.22X Cap: $11.17B
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• Industrial Select Sector SPDR (XLI $152.25)
  • $152.25 P/E (TTM): 25.91X Cap: $23.50B
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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 $9.24)
  • $9.24 P/E (TTM): 27.24X Cap: $3.43B
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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 $6.71)
  • $6.71 P/E (TTM): 21.61X Cap: $715M
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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 $44.77)
  • $44.77 P/E (TTM): 13.48X Cap: $702M
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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 $13.44)
  • $13.44 P/E (TTM): 7.16X Cap: $1.04B
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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 $24.44)
  • $24.44 P/E (TTM): 11.34X Cap: $20.83B
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• Schlumberger N.V. (SLB $34.61)
  • $34.61 P/E (TTM): 11.81X Cap: $46.76B
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• Pason Systems Inc. (PSI $12.25)
  • $12.25 P/E (TTM): 13.39X Cap: $966M
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• Trican Well Service Ltd. (TCW $6.13)
  • $6.13 P/E (TTM): 11.17X Cap: $1.10B
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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 $265.55)
  • $265.55 P/E (TTM): 63.4X Cap: $12.09B
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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 $11.47)
  • $11.47 P/E (TTM): 74.52X Cap: $8.74B
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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 $261.97)
  • $261.97 P/E (TTM): 19.78X Cap: $31.50B
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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 $101.65)
  • $101.65 P/E (TTM): 15.24X Cap: $187.12B
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• Lundin Mining Corporation (LUN $19.11)
  • $19.11 Cap: $16.35B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $55.65)
  • $55.65 P/E (TTM): 93.86X Cap: $27.20B
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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 $51.27)
  • $51.27 P/E (TTM): 122.47X Cap: $9.62B
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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 $99.26)
  • $99.26 P/E (TTM): 15.56X Cap: $20.58B
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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 $173.55)
  • $173.55 P/E (TTM): 16.38X Cap: $187.26B
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• Salesforce Inc. (CRM $245.89)
  • $245.89 P/E (TTM): 35.55X Cap: $234.08B
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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