Investment Q&A

• Broadcom Inc. (AVGO $337.10)
  • $337.10 P/E (TTM): 83.17X Cap: $1.55T
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• Intuitive Surgical Inc. (ISRG $566.99)
  • $566.99 P/E (TTM): 73.56X Cap: $199.18B
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• NVIDIA Corporation (NVDA $178.41)
  • $178.41 P/E (TTM): 42.42X Cap: $4.23T
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• Salesforce Inc. (CRM $256.87)
  • $256.87 P/E (TTM): 34.46X Cap: $241.60B
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• Rockwell Automation Inc. (ROK $394.89)
  • $394.89 P/E (TTM): 52.36X Cap: $43.96B
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• Tesla Inc. (TSLA $480.89)
  • $480.89 P/E (TTM): 311.51X Cap: $1.60T
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• ServiceNow Inc. (NOW $154.22)
  • $154.22 P/E (TTM): 94.49X Cap: $159.26B
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• MongoDB Inc. (MDB $428.01)
  • $428.01 Cap: $34.60B
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• ASML Holding N.V. (ASML $1,052.91)
  • $1,052.91 P/E (TTM): 44.92X Cap: $407.56B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $288.38)
  • $288.38 P/E (TTM): 39.06X Cap: $1.47T
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• Palantir Technologies Inc. (PLTR $191.19)
  • $191.19 P/E (TTM): 422.12X Cap: $442.58B
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• Snowflake Inc. (SNOW $220.33)
  • $220.33 Cap: $75.73B
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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 $0.58)
  • $0.58 Cap: $34M
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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 $11.73)
  • $11.73 P/E (TTM): 15.17X Cap: $193.83B
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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 $103.35)
  • $103.35 Cap: $2.25B
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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 $15.15)
  • $15.15 Cap: $255M
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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 $1.17)
  • $1.17 P/E (TTM): 5.26X Cap: $116M
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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 $54.14)
  • $54.14 P/E (TTM): 39.61X Cap: $9.43B
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• HDFC Bank Limited (HDB $35.77)
  • $35.77 P/E (TTM): 36.34X Cap: $179.89B
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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 $12.04)
  • $12.04 P/E (TTM): 72.64X Cap: $2.57B
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• Fortuna Mining Corp. (FVI $13.56)
  • $13.56 P/E (TTM): 13.58X Cap: $4.06B
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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 $18.53)
  • $18.53 P/E (TTM): 18.68X Cap: $193M
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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 $5.40)
  • $5.40 P/E (TTM): 3.04X Cap: $89M
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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 $472.21)
  • $472.21 P/E (TTM): 26.44X Cap: $108.78B
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• Northrop Grumman Corporation (NOC $566.03)
  • $566.03 P/E (TTM): 20.29X Cap: $79.85B
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• iShares U.S. Aerospace & Defense ETF (ITA $211.50)
  • $211.50 P/E (TTM): 19.17X Cap: $12B
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• RTX Corporation (RTX $181.06)
  • $181.06 P/E (TTM): 36.39X Cap: $239.04B
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• Select STOXX Europe Aerospace & Defense ETF (EUAD $42.47)
  • $42.47 P/E (TTM): 194.58X Cap: $1.02B
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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 $31.43)
  • $31.43 P/E (TTM): 4.79X Cap: $29.36B
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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 $46.10)
  • $46.10 P/E (TTM): 4.05X Cap: $8.70B
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• Pfizer Inc. (PFE $25.29)
  • $25.29 P/E (TTM): 14.56X Cap: $142.37B
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• Annaly Capital Management Inc. (NLY $22.78)
  • $22.78 P/E (TTM): 10.38X Cap: $15.43B
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• CareTrust REIT Inc. (CTRE $36.31)
  • $36.31 P/E (TTM): 26.92X Cap: $8.10B
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• Janus Henderson Group plc (JHG $45.65)
  • $45.65 P/E (TTM): 13.29X Cap: $7.02B
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• Chord Energy Corporation (CHRD $91.07)
  • $91.07 P/E (TTM): 34.98X Cap: $5.12B
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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 $160.04)
  • $160.04 Cap: $3.43B
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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 $10.56)
  • $10.56 P/E (TTM): 13.24X Cap: $780M
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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 $17.30)
  • $17.30 Cap: $26.99B
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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 $178.41)
  • $178.41 P/E (TTM): 42.42X Cap: $4.23T
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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 $49.16)
  • $49.16 P/E (TTM): 33.44X Cap: $68.80B
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• Capstone Copper Corp. (CS $13.23)
  • $13.23 P/E (TTM): 23.41X Cap: $9.80B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $63.22)
  • $63.22 P/E (TTM): 24.53X Cap: $30.41B
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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 $566.99)
  • $566.99 P/E (TTM): 73.56X Cap: $199.18B
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• Eli Lilly and Company (LLY $1,062.63)
  • $1,062.63 P/E (TTM): 50.97X Cap: $999.15B
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• Walmart Inc. (WMT $114.24)
  • $114.24 Cap: $915.21B
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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