Investment Q&A

• Broadcom Inc. (AVGO $335.01)
  • $335.01 P/E (TTM): 66.85X Cap: $1.57T
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• Intuitive Surgical Inc. (ISRG $484.09)
  • $484.09 P/E (TTM): 63.68X Cap: $176.39B
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• NVIDIA Corporation (NVDA $181.34)
  • $181.34 P/E (TTM): 37.36X Cap: $4.45T
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• Salesforce Inc. (CRM $200.90)
  • $200.90 P/E (TTM): 24.75X Cap: $185.88B
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• Rockwell Automation Inc. (ROK $367.68)
  • $367.68 P/E (TTM): 43.86X Cap: $42.52B
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• Tesla Inc. (TSLA $399.30)
  • $399.30 P/E (TTM): 375.87X Cap: $1.52T
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• ServiceNow Inc. (NOW $123.73)
  • $123.73 P/E (TTM): 68.1X Cap: $125.91B
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• MongoDB Inc. (MDB $270.17)
  • $270.17 Cap: $21.48B
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• ASML Holding N.V. (ASML $1,325.16)
  • $1,325.16 P/E (TTM): 61.25X Cap: $527.39B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $346.19)
  • $346.19 P/E (TTM): 50.19X Cap: $1.83T
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• Palantir Technologies Inc. (PLTR $154.78)
  • $154.78 P/E (TTM): 243.16X Cap: $364.98B
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• Snowflake Inc. (SNOW $180.43)
  • $180.43 Cap: $60.72B
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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 $0.74)
  • $0.74 Cap: $43M
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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 $11.02)
  • $11.02 P/E (TTM): 15.46X Cap: $189.49B
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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 $102.62)
  • $102.62 Cap: $2.30B
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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 $14.93)
  • $14.93 Cap: $228M
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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 $1.03)
  • $1.03 P/E (TTM): 4.46X Cap: $106M
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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 $50.01)
  • $50.01 P/E (TTM): 44.02X Cap: $8.92B
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• HDFC Bank Limited (HDB $29.60)
  • $29.60 P/E (TTM): 31.77X Cap: $155.53B
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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 $16.04)
  • $16.04 P/E (TTM): 106.07X Cap: $3.57B
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• Fortuna Mining Corp. (FVI $15.66)
  • $15.66 P/E (TTM): 14.29X Cap: $4.90B
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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 $18.85)
  • $18.85 P/E (TTM): 16.81X Cap: $218M
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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 $7.31)
  • $7.31 P/E (TTM): 4.19X Cap: $122M
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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 $668.72)
  • $668.72 P/E (TTM): 30.92X Cap: $150.70B
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• Northrop Grumman Corporation (NOC $744.33)
  • $744.33 P/E (TTM): 25.92X Cap: $105.02B
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• iShares U.S. Aerospace & Defense ETF (ITA $240.35)
  • $240.35 P/E (TTM): 20.14X Cap: $15.75B
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• RTX Corporation (RTX $206.86)
  • $206.86 P/E (TTM): 42.1X Cap: $273.63B
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• Select STOXX Europe Aerospace & Defense ETF (EUAD $44.23)
  • $44.23 P/E (TTM): 211.93X Cap: $1.37B
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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 $35.59)
  • $35.59 P/E (TTM): 5.42X Cap: $33.15B
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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 $33.93)
  • $33.93 P/E (TTM): 6.68X Cap: $6.67B
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• Pfizer Inc. (PFE $26.43)
  • $26.43 P/E (TTM): 19.57X Cap: $151.31B
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• Annaly Capital Management Inc. (NLY $22.49)
  • $22.49 P/E (TTM): 8.29X Cap: $16.50B
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• CareTrust REIT Inc. (CTRE $39.67)
  • $39.67 P/E (TTM): 25.35X Cap: $9.07B
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• Janus Henderson Group plc (JHG $51.07)
  • $51.07 P/E (TTM): 10.02X Cap: $8.02B
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• Chord Energy Corporation (CHRD $121.06)
  • $121.06 P/E (TTM): 165.22X Cap: $6.78B
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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 $143.86)
  • $143.86 Cap: $3.21B
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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 $10.30)
  • $10.30 P/E (TTM): 14.25X Cap: $766M
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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 $18.92)
  • $18.92 P/E (TTM): 26.35X Cap: $29.47B
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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 $181.34)
  • $181.34 P/E (TTM): 37.36X Cap: $4.45T
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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 $60.24)
  • $60.24 P/E (TTM): 43.38X Cap: $90.05B
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• Capstone Copper Corp. (CS $11.01)
  • $11.01 P/E (TTM): 22.91X Cap: $8.79B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $70.80)
  • $70.80 P/E (TTM): 27.06X Cap: $36.20B
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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 $484.09)
  • $484.09 P/E (TTM): 63.68X Cap: $176.39B
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• Eli Lilly and Company (LLY $975.40)
  • $975.40 P/E (TTM): 43.73X Cap: $927.56B
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• Walmart Inc. (WMT $123.90)
  • $123.90 Cap: $982.80B
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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