Investment Q&A

• Broadcom Inc. (AVGO $318.58)
  • $318.58 P/E (TTM): 67.64X Cap: $1.49T
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• Intuitive Surgical Inc. (ISRG $480.33)
  • $480.33 P/E (TTM): 61.34X Cap: $169.65B
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• NVIDIA Corporation (NVDA $178.48)
  • $178.48 P/E (TTM): 37.13X Cap: $4.38T
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• Salesforce Inc. (CRM $194.16)
  • $194.16 P/E (TTM): 25.04X Cap: $179.37B
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• Rockwell Automation Inc. (ROK $354.63)
  • $354.63 P/E (TTM): 40.89X Cap: $39.89B
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• Tesla Inc. (TSLA $381.89)
  • $381.89 P/E (TTM): 369.69X Cap: $1.47T
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• ServiceNow Inc. (NOW $112.46)
  • $112.46 P/E (TTM): 69.81X Cap: $118.94B
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• MongoDB Inc. (MDB $266.14)
  • $266.14 Cap: $21.58B
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• ASML Holding N.V. (ASML $1,347.38)
  • $1,347.38 P/E (TTM): 62.55X Cap: $522.30B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $334.38)
  • $334.38 P/E (TTM): 49.32X Cap: $1.76T
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• Palantir Technologies Inc. (PLTR $154.29)
  • $154.29 P/E (TTM): 246.16X Cap: $365.22B
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• Snowflake Inc. (SNOW $172.31)
  • $172.31 Cap: $59.28B
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Q: Good evening,

I am wondering if you have any possible suggestions regarding companies that focus predominately in the application layer or operate full-stack models of AI.

The reason why I am asking this is because of an article entitled: "AI's revolution is just beginning" in Sunday's Globe and Mail. Sadly, there are a few parts that I don't fully comprehend which unfortunately prevents me from investigating more fully. A starting point would be great!

Take a peek to the article as it draws parallels to the dot com/internet crash of the 2000s.

Any ideas would be greatly appreciated so I may begin to investigate.

Conversely, state any points you think should be taken with a grain of salt!

Thanks!
Arturo

Upvote 17

Read Answer Asked by Arturo on March 26, 2025

• Volatus Aerospace Inc. (FLT $0.84)
  • $0.84 Cap: $48M
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Q: What are the prospects for future growth? Thanks.

Upvote 1

Read Answer Asked by Michael on March 26, 2025

• Banco Santander S.A. Sponsored ADR (Spain) (SAN $10.75)
  • $10.75 P/E (TTM): 14.71X Cap: $185.07B
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Q: Peter and His Wonder Team
I know this bank is out of your territory. However I would appreciate your opinion. I know it has done well in the last year but am wondering what are the odds that it may go higher. I have owned it for a long time. Not sure if I should lock in a profit or take the risk that it will go higher. Thanks...your opinion is always sobering!

Upvote 3

Read Answer Asked by Ernest on March 26, 2025

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $100.15)
  • $100.15 Cap: $2.22B
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Q: Is there any withholding tax on an ETF like VGG in a TFSA when you sell it?

Upvote 3

Read Answer Asked by Martin on March 26, 2025

• BMO Floating Rate High Yield ETF (ZFH $14.77)
  • $14.77 Cap: $227M
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Q: Your thoughts on ZFH.

Thanks

Upvote 5

Read Answer Asked by Mark on March 26, 2025

Q: Hi Guys,

Thanks for answering my question today re 10 stocks for a 3 to 5 year hold. Just wanted to know what percentage would these 10 stocks hold within the portfolio?

Thanks

Jim

Upvote 7

Read Answer Asked by jim on March 26, 2025

• Zoomd Technologies Ltd. (ZOMD $0.88)
  • $0.88 P/E (TTM): 4.24X Cap: $95M
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Q: Could you comment on results?

Upvote 2

Read Answer Asked by tom on March 26, 2025

• iShares MSCI India ETF (INDA $47.31)
  • $47.31 P/E (TTM): 44.02X Cap: $7.72B
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• HDFC Bank Limited (HDB $25.98)
  • $25.98 P/E (TTM): 30.28X Cap: $136.24B
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Q: Hi I am trying to diversify more,would like to look at India like the best bank,do you have any thoughts?

Upvote 1

Read Answer Asked by kevin on March 26, 2025

• Silvercorp Metals Inc. (SVM $12.88)
  • $12.88 P/E (TTM): 90.92X Cap: $3.05B
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• Fortuna Mining Corp. (FVI $12.16)
  • $12.16 P/E (TTM): 11.91X Cap: $4.03B
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Q: Are there any 'undervalued' silver stocks?Thanks.

Upvote 3

Read Answer Asked by Maurice on March 26, 2025

• BMO Monthly Income ETF (ZMI $18.63)
  • $18.63 P/E (TTM): 1.99X Cap: $216M
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Q: How safe is this ETF for monthly income. Been holding for a bit.

Upvote 3

Read Answer Asked by David M. on March 26, 2025

• Townsquare Media Inc. Class A (TSQ $5.04)
  • $5.04 Cap: $90M
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Q: Is radio truly dead or does this firm's excellent dividend, dividend to cash flow ratio and other qualities make it worth a look?

Upvote 1

Read Answer Asked by David on March 26, 2025

• Lockheed Martin Corporation (LMT $633.78)
  • $633.78 P/E (TTM): 29.61X Cap: $147.77B
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• Northrop Grumman Corporation (NOC $714.09)
  • $714.09 P/E (TTM): 24.9X Cap: $102.87B
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• iShares U.S. Aerospace & Defense ETF (ITA $225.63)
  • $225.63 P/E (TTM): 20.14X Cap: $14.31B
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• RTX Corporation (RTX $199.80)
  • $199.80 P/E (TTM): 40.99X Cap: $275.33B
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• Select STOXX Europe Aerospace & Defense ETF (EUAD $42.42)
  • $42.42 P/E (TTM): 211.93X Cap: $1.39B
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Q: Given the increasing focus on defence spending both in North America and Europe, do you have some conviction stocks (accessible to a Canadian retail investor) that will likely benefit from this trend?

Upvote 5

Read Answer Asked by JAMES on March 26, 2025

• BCE Inc. (BCE $35.31)
  • $35.31 P/E (TTM): 5.35X Cap: $32.99B
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Q: If I have a drip set-up, is there a reason why the reinvestment did not occur in January?

Upvote 2

Read Answer Asked by David on March 26, 2025

• Lincoln National Corporation (LNC $33.54)
  • $33.54 P/E (TTM): 6.58X Cap: $6.42B
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• Pfizer Inc. (PFE $27.31)
  • $27.31 P/E (TTM): 20.18X Cap: $155.40B
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• Annaly Capital Management Inc. (NLY $22.00)
  • $22.00 P/E (TTM): 8.02X Cap: $15.74B
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• CareTrust REIT Inc. (CTRE $39.78)
  • $39.78 P/E (TTM): 25.62X Cap: $8.94B
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• Janus Henderson Group plc (JHG $50.67)
  • $50.67 P/E (TTM): 10.03X Cap: $7.72B
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• Chord Energy Corporation (CHRD $131.93)
  • $131.93 P/E (TTM): 184.16X Cap: $7.42B
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Q: can you recommend 3-4 US companies with at east a 4% yield and good growth (at least 20%), in sales and earnings, expected for at east the next few years

Upvote 1

Read Answer Asked by arnold on March 26, 2025

• TerraVest Industries Inc. (TVK $138.49)
  • $138.49 Cap: $3.03B
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Q: Hovering around high $140s and into $150s, what would be a good entry for Terravest? thank you

Upvote 5

Read Answer Asked by Erika on March 26, 2025

• Cantaloupe Inc. (CTLP $10.50)
  • $10.50 P/E (TTM): 14.48X Cap: $777M
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Q: HI folks, can please get update on Ctlp (Cantaloupe) on Q2/25 earnings, guidance and any specifics on selloff.....in $7's....rate Buy/Hold/Sell....thanks as always, jb

Upvote 2

Read Answer Asked by John on March 25, 2025

• TELUS Corporation (T $18.01)
  • $18.01 P/E (TTM): 25.53X Cap: $28.51B
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Q: Is Telus buyable today and what would be a good entry price?

Thanks.

Upvote 5

Read Answer Asked by Lynda on March 25, 2025

• NVIDIA Corporation (NVDA $178.48)
  • $178.48 P/E (TTM): 37.13X Cap: $4.38T
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Q: I would like to add NVDA to my portfolio. What should I be considering in a choice between NVDA:CA and NVDA:US.
Thanks.

Upvote 5

Read Answer Asked by dave on March 25, 2025

• Freeport-McMoRan Inc. (FCX $52.59)
  • $52.59 P/E (TTM): 38.22X Cap: $79.69B
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• Capstone Copper Corp. (CS $9.68)
  • $9.68 P/E (TTM): 19.83X Cap: $7.78B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $64.72)
  • $64.72 P/E (TTM): 24.39X Cap: $32.95B
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Q: Copper seems like it's going to be in high demand. There's also tariff possibilities. If you had a choice to invest in copper today with a 2-3 year horizon, would you do it? Any suggestions on growth companies? Thanks.

Upvote 5

Read Answer Asked by Erika on March 25, 2025

• Intuitive Surgical Inc. (ISRG $480.33)
  • $480.33 P/E (TTM): 61.34X Cap: $169.65B
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• Eli Lilly and Company (LLY $919.58)
  • $919.58 P/E (TTM): 40.54X Cap: $867.39B
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• Walmart Inc. (WMT $120.30)
  • $120.30 Cap: $972.47B
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Q: I need to do some portfolio rebalancing. I want to increase weghtings in Basic Materials, Consumer Defensive and Health care. Could you please give me your top 3 picks in each category for a 3 - 5 year hold. Canadian or US stocks are fine.

Take as many credits as you think appropriate.

Upvote 5

Read Answer Asked by JAMES on March 25, 2025