Investment Q&A

• Broadcom Inc. (AVGO $297.63)
  • $297.63 P/E (TTM): 109.05X Cap: $1.36T
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• Cisco Systems Inc. (CSCO $67.27)
  • $67.27 P/E (TTM): 27.39X Cap: $265.39B
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• Intel Corporation (INTC $24.60)
  • $24.60 Cap: $102.85B
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• NVIDIA Corporation (NVDA $178.19)
  • $178.19 P/E (TTM): 56.58X Cap: $4.26T
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• QUALCOMM Incorporated (QCOM $158.24)
  • $158.24 P/E (TTM): 15.02X Cap: $166.30B
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• Texas Instruments Incorporated (TXN $208.25)
  • $208.25 P/E (TTM): 36.7X Cap: $182.52B
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• Advanced Micro Devices Inc. (AMD $167.72)
  • $167.72 P/E (TTM): 94.4X Cap: $265.67B
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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 $4,534.10)
  • $4,534.10 P/E (TTM): 108.15X Cap: $94.04B
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• Topicus.com Inc. (TOI $172.67)
  • $172.67 P/E (TTM): 79.44X Cap: $14.38B
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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 $277.20)
  • $277.20 P/E (TTM): 64.29X Cap: $12.50B
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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 $10.14)
  • $10.14 P/E (TTM): 6.79X Cap: $12.36B
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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 $197.06)
  • $197.06 P/E (TTM): 102.62X Cap: $9.08B
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• Industrial Select Sector SPDR (XLI $153.66)
  • $153.66 P/E (TTM): 87.2X Cap: $23.28B
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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 $10.55)
  • $10.55 Cap: $3.85B
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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 $6.68)
  • $6.68 P/E (TTM): 21.32X Cap: $701M
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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 $45.75)
  • $45.75 P/E (TTM): 15.09X Cap: $708M
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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 $13.52)
  • $13.52 P/E (TTM): 23.81X 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 $22.19)
  • $22.19 P/E (TTM): 9.86X Cap: $18.14B
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• Schlumberger N.V. (SLB $35.36)
  • $35.36 P/E (TTM): 11.42X Cap: $45.68B
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• Pason Systems Inc. (PSI $12.01)
  • $12.01 P/E (TTM): 12.52X Cap: $908M
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• Trican Well Service Ltd. (TCW $5.84)
  • $5.84 P/E (TTM): 10.57X Cap: $1.04B
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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 $277.20)
  • $277.20 P/E (TTM): 64.29X Cap: $12.50B
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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 $9.62)
  • $9.62 P/E (TTM): 65.27X Cap: $7.08B
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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 $1.60)
  • $1.60 Cap: $801M
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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 $300.98)
  • $300.98 P/E (TTM): 22.21X Cap: $35.41B
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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 $95.39)
  • $95.39 P/E (TTM): 13.78X Cap: $170.44B
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• Lundin Mining Corporation (LUN $15.75)
  • $15.75 Cap: $13.04B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $47.00)
  • $47.00 P/E (TTM): 77.96X Cap: $21.79B
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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 $42.87)
  • $42.87 P/E (TTM): 98.56X Cap: $7.99B
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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 $96.58)
  • $96.58 P/E (TTM): 15.85X Cap: $19.98B
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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 $158.24)
  • $158.24 P/E (TTM): 15.02X Cap: $166.30B
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• Salesforce Inc. (CRM $247.26)
  • $247.26 P/E (TTM): 38.57X Cap: $235.01B
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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