Investment Q&A

• Broadcom Inc. (AVGO $316.35)
  • $316.35 P/E (TTM): 69.55X Cap: $1.51T
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• Cisco Systems Inc. (CSCO $78.73)
  • $78.73 P/E (TTM): 27.96X Cap: $313.85B
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• Intel Corporation (INTC $45.18)
  • $45.18 Cap: $227.82B
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• NVIDIA Corporation (NVDA $182.78)
  • $182.78 P/E (TTM): 47.53X Cap: $4.30T
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• QUALCOMM Incorporated (QCOM $140.91)
  • $140.91 P/E (TTM): 28.31X Cap: $151.89B
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• Texas Instruments Incorporated (TXN $210.21)
  • $210.21 P/E (TTM): 40.27X Cap: $192.50B
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• Advanced Micro Devices Inc. (AMD $197.08)
  • $197.08 P/E (TTM): 74.19X Cap: $326.42B
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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 $2,601.65)
  • $2,601.65 P/E (TTM): 56.43X Cap: $53.41B
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• Topicus.com Inc. (TOI $95.10)
  • $95.10 P/E (TTM): 740.92X Cap: $12.12B
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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 $213.85)
  • $213.85 P/E (TTM): 50.65X Cap: $9.88B
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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 $13.64)
  • $13.64 P/E (TTM): 11.76X Cap: $16.53B
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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 $249.73)
  • $249.73 P/E (TTM): 20.14X Cap: $15.85B
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• State Street Industrial Select Sector SPDR ETF (XLI $178.68)
  • $178.68 P/E (TTM): 26.42X Cap: $31.55B
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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 $8.15)
  • $8.15 P/E (TTM): 13.91X Cap: $2.99B
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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 $5.83)
  • $5.83 P/E (TTM): 23.68X Cap: $622M
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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 $45.95)
  • $45.95 P/E (TTM): 14.21X Cap: $725M
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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 $13.85)
  • $13.85 P/E (TTM): 6.96X Cap: $1.06B
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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 $35.87)
  • $35.87 P/E (TTM): 23.49X Cap: $30.15B
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• SLB Limited (SLB $50.98)
  • $50.98 P/E (TTM): 21.8X Cap: $77.14B
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• Pason Systems Inc. (PSI $12.99)
  • $12.99 P/E (TTM): 16.24X Cap: $960M
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• Trican Well Service Ltd. (TCW $6.65)
  • $6.65 P/E (TTM): 11.31X Cap: $1.37B
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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 $213.85)
  • $213.85 P/E (TTM): 50.65X Cap: $9.88B
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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 $13.56)
  • $13.56 P/E (TTM): 25.32X Cap: $10.77B
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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)
  • Cap: $1.38B
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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 $183.35)
  • $183.35 P/E (TTM): 18.39X Cap: $22.97B
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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 $110.73)
  • $110.73 P/E (TTM): 15.58X Cap: $192.75B
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• Lundin Mining Corporation (LUN $42.22)
  • $42.22 Cap: $37.13B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $78.56)
  • $78.56 P/E (TTM): 28.74X Cap: $39.08B
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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 $63.82)
  • $63.82 P/E (TTM): 56.2X Cap: $12.15B
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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 $111.39)
  • $111.39 P/E (TTM): 13.62X Cap: $22.66B
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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 $140.91)
  • $140.91 P/E (TTM): 28.31X Cap: $151.89B
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• Salesforce Inc. (CRM $192.66)
  • $192.66 P/E (TTM): 23.79X Cap: $182.51B
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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