Investment Q&A

• Broadcom Inc. (AVGO $300.25)
  • $300.25 P/E (TTM): 111.61X Cap: $1.41T
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• Intuitive Surgical Inc. (ISRG $471.15)
  • $471.15 P/E (TTM): 66.05X Cap: $168.89B
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• NVIDIA Corporation (NVDA $181.60)
  • $181.60 P/E (TTM): 58.64X Cap: $4.43T
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• Salesforce Inc. (CRM $250.16)
  • $250.16 P/E (TTM): 38.14X Cap: $239.15B
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• Rockwell Automation Inc. (ROK $349.20)
  • $349.20 P/E (TTM): 41.75X Cap: $39.98B
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• Tesla Inc. (TSLA $349.60)
  • $349.60 P/E (TTM): 203.28X Cap: $1.12T
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• ServiceNow Inc. (NOW $887.98)
  • $887.98 P/E (TTM): 108.76X Cap: $184.69B
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• MongoDB Inc. (MDB $295.70)
  • $295.70 Cap: $24.16B
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• ASML Holding N.V. (ASML $770.00)
  • $770.00 P/E (TTM): 34.15X Cap: $302.82B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $239.29)
  • $239.29 P/E (TTM): 32.04X Cap: $1.24T
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• Palantir Technologies Inc. (PLTR $156.72)
  • $156.72 P/E (TTM): 536.23X Cap: $371.79B
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• Snowflake Inc. (SNOW $200.39)
  • $200.39 Cap: $66.87B
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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 $0.56)
  • $0.56 Cap: $323M
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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 $9.37)
  • $9.37 P/E (TTM): 12.58X Cap: $160.02B
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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 $99.16)
  • $99.16 Cap: $2.12B
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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 $15.10)
  • $15.10 Cap: $189M
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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 $2.30)
  • $2.30 P/E (TTM): 11.21X Cap: $229M
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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 $52.68)
  • $52.68 P/E (TTM): 22.69X Cap: $9.44B
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• HDFC Bank Limited (HDB $72.29)
  • $72.29 P/E (TTM): 72.45X Cap: $184.39B
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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 $6.47)
  • $6.47 P/E (TTM): 16.15X Cap: $1.41B
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• Fortuna Mining Corp. (FVI $10.46)
  • $10.46 P/E (TTM): 15.13X Cap: $3.21B
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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 $17.98)
  • $17.98 P/E (TTM): 39.76X Cap: $164M
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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 $6.96)
  • $6.96 P/E (TTM): 2.46X Cap: $114M
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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 $454.47)
  • $454.47 P/E (TTM): 25.57X Cap: $106.10B
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• Northrop Grumman Corporation (NOC $586.61)
  • $586.61 P/E (TTM): 21.86X Cap: $83.99B
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• iShares U.S. Aerospace & Defense ETF (ITA $199.24)
  • $199.24 P/E (TTM): 102.62X Cap: $9.23B
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• RTX Corporation (RTX $159.84)
  • $159.84 P/E (TTM): 35.07X Cap: $213.95B
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• Select STOXX Europe Aerospace & Defense ETF (EUAD $41.86)
  • $41.86 P/E (TTM): 158.99X Cap: $1.06B
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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 $34.44)
  • $34.44 P/E (TTM): 74.91X Cap: $32.11B
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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 $42.43)
  • $42.43 P/E (TTM): 6.03X Cap: $8.04B
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• Pfizer Inc. (PFE $25.07)
  • $25.07 P/E (TTM): 18.06X Cap: $142.53B
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• Annaly Capital Management Inc. (NLY $20.97)
  • $20.97 P/E (TTM): 23.69X Cap: $13.46B
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• CareTrust REIT Inc. (CTRE $34.60)
  • $34.60 P/E (TTM): 36.96X Cap: $6.89B
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• Janus Henderson Group plc (JHG $44.67)
  • $44.67 P/E (TTM): 17.57X Cap: $6.82B
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• Chord Energy Corporation (CHRD $108.31)
  • $108.31 P/E (TTM): 7.05X Cap: $6.20B
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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 $143.44)
  • $143.44 Cap: $3.11B
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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 $10.85)
  • $10.85 P/E (TTM): 13.76X Cap: $792M
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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 $22.75)
  • $22.75 P/E (TTM): 35.48X Cap: $34.92B
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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 $181.60)
  • $181.60 P/E (TTM): 58.64X Cap: $4.43T
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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 $43.87)
  • $43.87 P/E (TTM): 33.35X Cap: $62.98B
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• Capstone Copper Corp. (CS $9.80)
  • $9.80 P/E (TTM): 70.86X Cap: $7.46B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $46.00)
  • $46.00 P/E (TTM): 82.37X Cap: $22.48B
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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 $471.15)
  • $471.15 P/E (TTM): 66.05X Cap: $168.89B
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• Eli Lilly and Company (LLY $734.17)
  • $734.17 P/E (TTM): 59.89X Cap: $694.86B
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• Walmart Inc. (WMT $96.08)
  • $96.08 P/E (TTM): 41.05X Cap: $766.75B
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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