Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.91)
  • $54.91 P/E (TTM): 18.27X Cap: $26.91B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $63.25)
  • $63.25 P/E (TTM): 54.87X Cap: $664M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $44.00)
  • $44.00 P/E (TTM): 16.81X Cap: $1.14B
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• Vanguard Dividend Appreciation FTF (VIG $227.70)
  • $227.70 P/E (TTM): 24.38X Cap: $102.04B
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• State Street SPDR S&P 500 ETF Trust (SPY $685.99)
  • $685.99 P/E (TTM): 26.17X Cap: $697.29B
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• iShares Russell 2000 ETF (IWM $261.41)
  • $261.41 P/E (TTM): 17.63X Cap: $75.83B
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• Vanguard Growth ETF Portfolio (VGRO $44.90)
  • $44.90 P/E (TTM): 10.85X Cap: $9.21B
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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 $31.16)
  • $31.16 P/E (TTM): 73.68X Cap: $4.79B
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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 $38.01)
  • $38.01 P/E (TTM): 367.8X Cap: $2.40B
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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 $98.41)
  • $98.41 Cap: $14.50B
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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 $10.19)
  • $10.19 Cap: $4.93B
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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 $38.01)
  • $38.01 P/E (TTM): 367.8X Cap: $2.40B
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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 $77.05)
  • $77.05 P/E (TTM): 18.01X Cap: $91.45B
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• Cenovus Energy Inc. (CVE $30.39)
  • $30.39 P/E (TTM): 14.36X Cap: $57.23B
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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 $25.30)
  • $25.30 P/E (TTM): 6.11X Cap: $14.43B
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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 $13.62)
  • $13.62 P/E (TTM): 11.76X Cap: $16.53B
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• Baytex Energy Corp. (BTE $5.24)
  • $5.24 P/E (TTM): 18.25X Cap: $4.02B
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• Tamarack Valley Energy Ltd. (TVE $10.19)
  • $10.19 Cap: $4.93B
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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 $264.18)
  • $264.18 P/E (TTM): 33.69X Cap: $3.87T
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• Meta Platforms Inc. (META $648.18)
  • $648.18 P/E (TTM): 27.13X Cap: $1.63T
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• Alphabet Inc. (GOOG $311.43)
  • $311.43 P/E (TTM): 28.83X Cap: $3.77T
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• Microsoft Corporation (MSFT $392.74)
  • $392.74 P/E (TTM): 24.04X Cap: $2.91T
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• NVIDIA Corporation (NVDA $177.19)
  • $177.19 P/E (TTM): 47.53X Cap: $4.30T
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• Booking Holdings Inc. (BKNG $4,239.35)
  • $4,239.35 P/E (TTM): 23.3X Cap: $134.27B
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• QUALCOMM Incorporated (QCOM $142.36)
  • $142.36 P/E (TTM): 28.31X Cap: $151.89B
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• Atlassian Corporation (TEAM $75.13)
  • $75.13 Cap: $19.81B
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• Crocs Inc. (CROX $90.71)
  • $90.71 Cap: $4.55B
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• CrowdStrike Holdings Inc. (CRWD $371.98)
  • $371.98 Cap: $93.77B
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• Digital Turbine Inc. (APPS $4.06)
  • $4.06 Cap: $486M
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• Unity Software Inc. (U $18.23)
  • $18.23 Cap: $7.89B
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• Matterport Inc. (MTTR)
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Q: We hold the following in a registered US$ '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 $4.29)
  • $4.29 Cap: $288M
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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 $64.03)
  • $64.03 P/E (TTM): 22.01X Cap: $9.96B
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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 $6.25)
  • $6.25 Cap: $464M
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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 $42.27)
  • $42.27 P/E (TTM): 36.74X Cap: $5.54B
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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 $7.96)
  • $7.96 Cap: $171M
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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 $19.25)
  • $19.25 P/E (TTM): 26.07X Cap: $1.94B
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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 $5.22)
  • $5.22 P/E (TTM): 14.28X Cap: $2.78B
  • 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 $20.63)
  • $20.63 Cap: $6.07B
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• Lundin Mining Corporation (LUN $43.46)
  • $43.46 Cap: $37.13B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $6M
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• MEDIFAST INC (MED $10.53)
  • $10.53 Cap: $115M
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• Unity Software Inc. (U $18.23)
  • $18.23 Cap: $7.89B
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• Nuvei Corporation (NVEI)
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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 $40.84)
  • $40.84 Cap: $34.06B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $80.11)
  • $80.11 P/E (TTM): 28.74X Cap: $39.08B
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• Lundin Mining Corporation (LUN $43.46)
  • $43.46 Cap: $37.13B
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• Ivanhoe Mines Ltd. (IVN $15.60)
  • $15.60 P/E (TTM): 58.34X Cap: $22.17B
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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 $45.07)
  • $45.07 P/E (TTM): 29.2X Cap: $9.02B
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• Unity Software Inc. (U $18.23)
  • $18.23 Cap: $7.89B
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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 $83.51)
  • $83.51 P/E (TTM): 50.71X Cap: $240.80B
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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