Investment Q&A

• Broadcom Inc. (AVGO $325.17)
  • $325.17 P/E (TTM): 68.46X Cap: $1.54T
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• Intuitive Surgical Inc. (ISRG $485.84)
  • $485.84 P/E (TTM): 61.73X Cap: $172.53B
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• NVIDIA Corporation (NVDA $182.81)
  • $182.81 P/E (TTM): 45.36X Cap: $4.44T
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• Salesforce Inc. (CRM $189.72)
  • $189.72 P/E (TTM): 25.33X Cap: $177.76B
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• Rockwell Automation Inc. (ROK $394.37)
  • $394.37 P/E (TTM): 45.12X Cap: $44.31B
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• Tesla Inc. (TSLA $417.44)
  • $417.44 P/E (TTM): 386.52X Cap: $1.56T
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• ServiceNow Inc. (NOW $107.08)
  • $107.08 P/E (TTM): 64.04X Cap: $112B
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• MongoDB Inc. (MDB $368.40)
  • $368.40 Cap: $29.98B
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• ASML Holding N.V. (ASML $1,406.61)
  • $1,406.61 P/E (TTM): 61.56X Cap: $553.19B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $366.36)
  • $366.36 P/E (TTM): 51.45X Cap: $1.90T
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• Palantir Technologies Inc. (PLTR $131.41)
  • $131.41 P/E (TTM): 312.88X Cap: $313.20B
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• Snowflake Inc. (SNOW $182.29)
  • $182.29 Cap: $62.37B
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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 $0.51)
  • $0.51 Cap: $30M
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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 $11.86)
  • $11.86 P/E (TTM): 15.32X Cap: $203.91B
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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 $105.32)
  • $105.32 Cap: $2.31B
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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 $15.14)
  • $15.14 Cap: $226M
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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 $0.94)
  • $0.94 P/E (TTM): 4.07X Cap: $94M
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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 $52.89)
  • $52.89 P/E (TTM): 44.02X Cap: $9.33B
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• HDFC Bank Limited (HDB $32.52)
  • $32.52 P/E (TTM): 33.56X Cap: $166.43B
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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 $14.97)
  • $14.97 P/E (TTM): 91.89X Cap: $3.29B
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• Fortuna Mining Corp. (FVI $15.06)
  • $15.06 P/E (TTM): 15.41X Cap: $4.62B
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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 $19.22)
  • $19.22 P/E (TTM): 16.68X Cap: $214M
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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 $6.77)
  • $6.77 P/E (TTM): 3.8X Cap: $116M
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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 $652.58)
  • $652.58 P/E (TTM): 30.37X Cap: $150.14B
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• Northrop Grumman Corporation (NOC $702.57)
  • $702.57 P/E (TTM): 24.16X Cap: $99.70B
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• iShares U.S. Aerospace & Defense ETF (ITA $234.87)
  • $234.87 P/E (TTM): 20.16X Cap: $15.27B
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• RTX Corporation (RTX $200.06)
  • $200.06 P/E (TTM): 40.33X Cap: $268.53B
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• Select STOXX Europe Aerospace & Defense ETF (EUAD $46.14)
  • $46.14 P/E (TTM): 207.44X Cap: $1.42B
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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 $35.01)
  • $35.01 P/E (TTM): 5.26X Cap: $32.64B
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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 $40.88)
  • $40.88 P/E (TTM): 3.66X Cap: $7.76B
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• Pfizer Inc. (PFE $27.58)
  • $27.58 P/E (TTM): 16.03X Cap: $156.81B
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• Annaly Capital Management Inc. (NLY $23.07)
  • $23.07 P/E (TTM): 8.33X Cap: $16.57B
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• CareTrust REIT Inc. (CTRE $40.01)
  • $40.01 P/E (TTM): 29.64X Cap: $8.93B
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• Janus Henderson Group plc (JHG $49.05)
  • $49.05 P/E (TTM): 14.38X Cap: $7.57B
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• Chord Energy Corporation (CHRD $102.02)
  • $102.02 P/E (TTM): 38.07X Cap: $5.80B
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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 $139.65)
  • $139.65 Cap: $3.02B
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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 $10.22)
  • $10.22 P/E (TTM): 14.0X Cap: $771M
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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 $18.35)
  • $18.35 P/E (TTM): 23.83X Cap: $28.40B
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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 $182.81)
  • $182.81 P/E (TTM): 45.36X Cap: $4.44T
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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 $62.84)
  • $62.84 P/E (TTM): 43.94X Cap: $90.23B
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• Capstone Copper Corp. (CS $15.86)
  • $15.86 P/E (TTM): 29.2X Cap: $12.10B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $80.49)
  • $80.49 P/E (TTM): 32.33X Cap: $39.29B
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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 $485.84)
  • $485.84 P/E (TTM): 61.73X Cap: $172.53B
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• Eli Lilly and Company (LLY $1,040.00)
  • $1,040.00 P/E (TTM): 45.32X Cap: $981.09B
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• Walmart Inc. (WMT $133.89)
  • $133.89 Cap: $1.06T
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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