Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.85)
  • $50.85 P/E (TTM): 20.73X Cap: $21.65B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.86)
  • $80.86 P/E (TTM): 54.66X Cap: $743M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.56)
  • $40.56 P/E (TTM): 14.68X Cap: $1.09B
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• Vanguard Dividend Appreciation FTF (VIG $220.66)
  • $220.66 P/E (TTM): 24.09X Cap: $97.23B
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• SPDR S&P 500 ETF Trust (SPY $680.59)
  • $680.59 P/E (TTM): 27.29X Cap: $716.88B
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• iShares Russell 2000 ETF (IWM $250.79)
  • $250.79 P/E (TTM): 18.15X Cap: $71.95B
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• Vanguard Growth ETF Portfolio (VGRO $43.18)
  • $43.18 P/E (TTM): 11.16X Cap: $8.42B
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Q: Hello,

Please recommend some total market ETFs for the Canadian market, the American Market, for growth, for income, and/or the best overall in your opinion.

Thanks,

Mark

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Read Answer Asked by Mark on August 02, 2022

• Topaz Energy Corp. (TPZ $26.77)
  • $26.77 P/E (TTM): 65.46X Cap: $4.11B
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Q: Topaz just announced an 8% dividend increase on July 27th
It is missing on your dividend update list.
Thanks for all you do.

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Read Answer Asked by Madeline on July 31, 2022

• Aecon Group Inc. (ARE $31.40)
  • $31.40 P/E (TTM): 308.5X Cap: $1.98B
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Q: Comments on results of A -0.10 vs E +0.19 and LY +0.27.
thanks
Sherrill

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Read Answer Asked by Sherrill on July 29, 2022

• Roku Inc. (ROKU $108.82)
  • $108.82 Cap: $16.07B
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Q: ROKU is taking a beating on the quarterly results. What do you think about it on 5-10 year term basis?

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Read Answer Asked by Geoffrey on July 29, 2022

• Tamarack Valley Energy Ltd. (TVE $7.63)
  • $7.63 Cap: $384M
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Q: Would you please comment upon TVE's recent results and strategy. The market appears unimpressed.

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Read Answer Asked by Peter on July 29, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Peter; I’ve seen all the recent ? on CTS but was wondering if, due to their ability to convert - and add to- their debt, if this would be a buy signal now? Thank. Rod

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Read Answer Asked by Rodney on July 29, 2022

• Aecon Group Inc. (ARE $31.40)
  • $31.40 P/E (TTM): 308.5X Cap: $1.98B
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Q: any idea why the stock is tanking today?

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Read Answer Asked by dan on July 29, 2022

• Suncor Energy Inc. (SU $58.98)
  • $58.98 P/E (TTM): 13.66X Cap: $70.84B
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• Cenovus Energy Inc. (CVE $23.03)
  • $23.03 P/E (TTM): 13.18X Cap: $41.25B
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• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• ARC Resources Ltd. (ARX $25.00)
  • $25.00 P/E (TTM): 6.14X Cap: $14.39B
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• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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• Whitecap Resources Inc. (WCP $11.13)
  • $11.13 P/E (TTM): 9.52X Cap: $13.51B
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• Baytex Energy Corp. (BTE $4.29)
  • $4.29 P/E (TTM): 14.96X Cap: $3.29B
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• Tamarack Valley Energy Ltd. (TVE $7.63)
  • $7.63 Cap: $384M
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Q: Hi. I own these oil stocks and have to get rid of two or three. Which three would you sell first and in what order? Thanks Paul

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Read Answer Asked by Paul on July 29, 2022

• Apple Inc. (AAPL $273.67)
  • $273.67 P/E (TTM): 36.49X Cap: $4.04T
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• Meta Platforms Inc. (META $658.77)
  • $658.77 P/E (TTM): 29.43X Cap: $1.66T
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• Alphabet Inc. (GOOG $308.61)
  • $308.61 P/E (TTM): 29.99X Cap: $3.64T
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• Microsoft Corporation (MSFT $485.92)
  • $485.92 P/E (TTM): 34.42X Cap: $3.61T
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• NVIDIA Corporation (NVDA $180.99)
  • $180.99 P/E (TTM): 43.21X Cap: $4.39T
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• Booking Holdings Inc. (BKNG $5,393.74)
  • $5,393.74 P/E (TTM): 34.82X Cap: $173.86B
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• QUALCOMM Incorporated (QCOM $175.25)
  • $175.25 P/E (TTM): 34.77X Cap: $187.69B
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• Atlassian Corporation (TEAM $161.07)
  • $161.07 Cap: $42.37B
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• Crocs Inc. (CROX $89.31)
  • $89.31 P/E (TTM): 29.14X Cap: $4.63B
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• CrowdStrike Holdings Inc. (CRWD $481.28)
  • $481.28 Cap: $121.32B
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• Digital Turbine Inc. (APPS $5.26)
  • $5.26 Cap: $589M
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• Unity Software Inc. (U $46.42)
  • $46.42 Cap: $19.86B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: We hold the following in a registered US$ 'growth' account . The list shows % each represents of our total US/CAN portfolio and current Gain/Loss position.

1. Anything in this list that you would toss out ?

2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?

MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%

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Read Answer Asked by Alexandra on July 29, 2022

• Redfin Corporation (RDFN)
  • Cap: $1.43B
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• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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Q: I have a large loss in DND. Do you have anything that might replace it for a month?

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Read Answer Asked by Gerald on July 29, 2022

• Capital Power Corporation (CPX $59.62)
  • $59.62 P/E (TTM): 20.83X Cap: $9.27B
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Q: Please advise of the business and financial strength of this company and your buy or not recomendation.

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Read Answer Asked by Doug on July 29, 2022

• Real Matters Inc. (REAL $5.80)
  • $5.80 Cap: $430M
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Q: Hi team,

Please provide opinion on the quarter!

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Read Answer Asked by David on July 29, 2022

• Enphase Energy Inc. (ENPH $33.25)
  • $33.25 P/E (TTM): 22.58X Cap: $4.35B
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Q: Thoughts on latest financial results please. Is it too late to enter or at what price is a decent entry point for a long term hold?

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Read Answer Asked by Tim on July 29, 2022

• Tidewater Midstream and Infrastructure Ltd. (TWM $4.78)
  • $4.78 Cap: $103M
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Q: PLEASE PROVIDE YOUR ANALYSIS WITH PARTICULAR REFERENCE TO THEIR CURRENT RAISE AND RISK/REWARD OVER THE THE NEXT COUPLE OF YEARS.
THANKS, HUGH

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Read Answer Asked by Hugh on July 29, 2022

• Spin Master Corp. Subordinate Voting Shares (TOY $20.39)
  • $20.39 P/E (TTM): 27.05X Cap: $2.05B
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Q: Could you comment on the latest earnings from Spin Master. They look good (supported by analysts from TD and RBC) and in addition, they also introduced a quarterly dividend (something that you always like to see). Very surprised that the SP dropped but would appreciate your views.

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Read Answer Asked by karl on July 29, 2022

• Champion Iron Limited Ordinary Shares (CIA $5.34)
  • $5.34 P/E (TTM): 22.69X Cap: $2.84B
  • View CIA Profile
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Q: Could I have your comments on CIA 's latest quarter & what it suggest for the future? Is the dividend safe here?
Thanks
Dave

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Read Answer Asked by Dave on July 29, 2022

• Air Canada Voting and Variable Voting Shares (AC $19.48)
  • $19.48 Cap: $5.77B
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• Lundin Mining Corporation (LUN $28.30)
  • $28.30 Cap: $24.24B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.05)
  • $0.05 Cap: $7M
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• MEDIFAST INC (MED $11.85)
  • $11.85 P/E (TTM): 36.45X Cap: $130M
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• Unity Software Inc. (U $46.42)
  • $46.42 Cap: $19.86B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: I'm down on these stocks, what are your thoughts currently and prospects going forward? Buy, sell, hold, add? They've all become less than 1.5% positions. Thanks!

MED, NVEI, AC, LUN, EGLX, U, AT

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Read Answer Asked by Keith on July 29, 2022

• First Quantum Minerals Ltd. (FM $35.17)
  • $35.17 P/E (TTM): 496.65X Cap: $29.33B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $61.57)
  • $61.57 P/E (TTM): 25.02X Cap: $30.30B
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• Lundin Mining Corporation (LUN $28.30)
  • $28.30 Cap: $24.24B
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• Ivanhoe Mines Ltd. (IVN $14.54)
  • $14.54 P/E (TTM): 45.24X Cap: $20.64B
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Q: Could you suggest a couple of Canadian companies leveraged to copper, noting key strengths? Then a couple of additional ones based on downside protection if commodity cycle rolls over?
Thanks in advance.

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Read Answer Asked by John on July 29, 2022

• DocuSign Inc. (DOCU $69.98)
  • $69.98 P/E (TTM): 48.53X Cap: $14.01B
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• Unity Software Inc. (U $46.42)
  • $46.42 Cap: $19.86B
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Q: Hi team! I have held those 2 for over 2 years. Down over 70+ % . I am thinking to sell and buy alphabet for 2 to 5 years. Your thoughts and some conservative predictions if you were in my situation? Thanks !

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Read Answer Asked by Jacques on July 29, 2022

• Shell PLC American Depositary Shares (each representing two (2)) (SHEL $72.02)
  • $72.02 P/E (TTM): 45.06X Cap: $210.25B
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Q: Noting the recent results from Shell I am very surprised the stock has not popped today (July 28). You thoughts and if I should add a bit more to my holdings. Total energy exposure is about 8% of my portfolio (own PXT, NRGI, and TVE as well).

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Read Answer Asked by Randy on July 29, 2022