Investment Q&A

• Broadcom Inc. (AVGO $334.18)
  • $334.18 P/E (TTM): 68.46X Cap: $1.54T
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• Cisco Systems Inc. (CSCO $77.16)
  • $77.16 P/E (TTM): 29.67X Cap: $303.64B
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• Intel Corporation (INTC $46.67)
  • $46.67 Cap: $233.71B
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• NVIDIA Corporation (NVDA $186.34)
  • $186.34 P/E (TTM): 45.36X Cap: $4.44T
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• QUALCOMM Incorporated (QCOM $143.31)
  • $143.31 P/E (TTM): 28.37X Cap: $150.12B
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• Texas Instruments Incorporated (TXN $227.18)
  • $227.18 P/E (TTM): 41.42X Cap: $205.25B
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• Advanced Micro Devices Inc. (AMD $204.43)
  • $204.43 P/E (TTM): 102.13X Cap: $337.52B
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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 $2,265.21)
  • $2,265.21 P/E (TTM): 55.25X Cap: $49.94B
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• Topicus.com Inc. (TOI $83.91)
  • $83.91 P/E (TTM): 720.22X Cap: $7.18B
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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 $209.90)
  • $209.90 P/E (TTM): 51.37X Cap: $9.62B
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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 $13.05)
  • $13.05 P/E (TTM): 11.25X Cap: $15.97B
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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 $239.07)
  • $239.07 P/E (TTM): 20.16X Cap: $15.27B
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• State Street Industrial Select Sector SPDR ETF (XLI $175.57)
  • $175.57 P/E (TTM): 26.42X Cap: $30.42B
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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 $8.17)
  • $8.17 P/E (TTM): 6.24X Cap: $3.02B
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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 $5.85)
  • $5.85 P/E (TTM): 23.48X Cap: $625M
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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 $44.28)
  • $44.28 P/E (TTM): 13.88X Cap: $679M
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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 $13.83)
  • $13.83 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 $33.69)
  • $33.69 P/E (TTM): 22.64X Cap: $28.44B
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• SLB Limited (SLB $49.95)
  • $49.95 P/E (TTM): 21.44X Cap: $75.34B
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• Pason Systems Inc. (PSI $12.75)
  • $12.75 P/E (TTM): 16.2X Cap: $986M
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• Trican Well Service Ltd. (TCW $7.12)
  • $7.12 P/E (TTM): 12.72X Cap: $1.53B
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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 $209.90)
  • $209.90 P/E (TTM): 51.37X Cap: $9.62B
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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 $14.89)
  • $14.89 P/E (TTM): 29.2X Cap: $12.10B
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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 $186.98)
  • $186.98 P/E (TTM): 17.21X Cap: $22.14B
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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 $113.95)
  • $113.95 P/E (TTM): 15.59X Cap: $198.35B
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• Lundin Mining Corporation (LUN $33.73)
  • $33.73 Cap: $29.80B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $79.12)
  • $79.12 P/E (TTM): 32.33X Cap: $39.29B
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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 $57.51)
  • $57.51 P/E (TTM): 73.45X Cap: $10.95B
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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 $110.59)
  • $110.59 P/E (TTM): 13.63X Cap: $22.41B
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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 $143.31)
  • $143.31 P/E (TTM): 28.37X Cap: $150.12B
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• Salesforce Inc. (CRM $184.08)
  • $184.08 P/E (TTM): 25.33X Cap: $177.76B
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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