Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.61)
  • $47.61 Cap: $19.47B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.01)
  • $80.01 P/E (TTM): 50.49X Cap: $712M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.70)
  • $39.70 P/E (TTM): 14.87X Cap: $1.03B
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• Vanguard Dividend Appreciation FTF (VIG $215.41)
  • $215.41 P/E (TTM): 24.54X Cap: $93.48B
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• SPDR S&P 500 ETF Trust (SPY $663.04)
  • $663.04 P/E (TTM): 28.22X Cap: $671.51B
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• iShares Russell 2000 ETF (IWM $244.41)
  • $244.41 P/E (TTM): 16.66X Cap: $68.59B
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• Vanguard Growth ETF Portfolio (VGRO $41.83)
  • $41.83 Cap: $7.95B
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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 $25.02)
  • $25.02 P/E (TTM): 61.02X Cap: $3.84B
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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 $24.38)
  • $24.38 P/E (TTM): 69.66X Cap: $1.53B
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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 $93.83)
  • $93.83 Cap: $13.82B
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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 $5.96)
  • $5.96 P/E (TTM): 12.68X Cap: $3.02B
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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 $24.38)
  • $24.38 P/E (TTM): 69.66X Cap: $1.53B
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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 $55.28)
  • $55.28 P/E (TTM): 11.86X Cap: $67.06B
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• Cenovus Energy Inc. (CVE $24.25)
  • $24.25 P/E (TTM): 17.08X Cap: $44.20B
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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 $25.97)
  • $25.97 P/E (TTM): 6.15X Cap: $15.19B
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• MEG Energy Corp. (MEG $29.80)
  • $29.80 P/E (TTM): 6.67X Cap: $7.58B
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• Whitecap Resources Inc. (WCP $10.51)
  • $10.51 P/E (TTM): 7.2X Cap: $12.94B
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• Baytex Energy Corp. (BTE $3.27)
  • $3.27 P/E (TTM): 6.96X Cap: $2.51B
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• Tamarack Valley Energy Ltd. (TVE $5.96)
  • $5.96 P/E (TTM): 12.68X Cap: $3.02B
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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 $247.66)
  • $247.66 P/E (TTM): 37.22X Cap: $3.67T
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• Meta Platforms Inc. (META $715.70)
  • $715.70 P/E (TTM): 25.59X Cap: $1.79T
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• Alphabet Inc. (GOOG $244.64)
  • $244.64 P/E (TTM): 25.32X Cap: $2.86T
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• Microsoft Corporation (MSFT $514.05)
  • $514.05 P/E (TTM): 37.46X Cap: $3.82T
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• NVIDIA Corporation (NVDA $188.32)
  • $188.32 P/E (TTM): 52.18X Cap: $4.57T
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• Booking Holdings Inc. (BKNG $5,253.85)
  • $5,253.85 P/E (TTM): 36.01X Cap: $170.27B
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• QUALCOMM Incorporated (QCOM $161.78)
  • $161.78 P/E (TTM): 14.84X Cap: $174.56B
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• Atlassian Corporation (TEAM $149.39)
  • $149.39 Cap: $39.19B
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• Crocs Inc. (CROX $81.49)
  • $81.49 P/E (TTM): 20.56X Cap: $4.45B
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• CrowdStrike Holdings Inc. (CRWD $508.61)
  • $508.61 Cap: $127.63B
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• Digital Turbine Inc. (APPS $6.41)
  • $6.41 Cap: $693M
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• Unity Software Inc. (U $37.14)
  • $37.14 Cap: $15.69B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: We hold the following in a registered US$ '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 $6.72)
  • $6.72 Cap: $451M
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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 $71.25)
  • $71.25 P/E (TTM): 21.99X Cap: $11.01B
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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 $7.27)
  • $7.27 Cap: $539M
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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 $34.82)
  • $34.82 P/E (TTM): 26.57X Cap: $4.55B
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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 $6.05)
  • $6.05 Cap: $130M
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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 $18.60)
  • $18.60 P/E (TTM): 16.01X Cap: $1.88B
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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 $4.30)
  • $4.30 P/E (TTM): 25.9X Cap: $2.29B
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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 $18.06)
  • $18.06 P/E (TTM): 4.91X Cap: $5.34B
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• Lundin Mining Corporation (LUN $21.08)
  • $21.08 Cap: $18.04B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.08)
  • $0.08 Cap: $11M
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• MEDIFAST INC (MED $13.26)
  • $13.26 P/E (TTM): 40.21X Cap: $145M
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• Unity Software Inc. (U $37.14)
  • $37.14 Cap: $15.69B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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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 $31.75)
  • $31.75 P/E (TTM): 95.62X Cap: $26.48B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $58.64)
  • $58.64 P/E (TTM): 104.18X Cap: $29.03B
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• Lundin Mining Corporation (LUN $21.08)
  • $21.08 Cap: $18.04B
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• Ivanhoe Mines Ltd. (IVN $15.28)
  • $15.28 P/E (TTM): 38.08X Cap: $20.66B
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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 $69.45)
  • $69.45 P/E (TTM): 51.43X Cap: $13.96B
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• Unity Software Inc. (U $37.14)
  • $37.14 Cap: $15.69B
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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 $72.09)
  • $72.09 P/E (TTM): 46.33X Cap: $208.94B
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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