Investment Q&A

• Amazon.com Inc. (AMZN $230.33)
  • $230.33 P/E (TTM): 35.95X Cap: $2.45T
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• Meta Platforms Inc. (META $751.98)
  • $751.98 P/E (TTM): 27.3X Cap: $1.92T
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• Alphabet Inc. (GOOG $239.56)
  • $239.56 P/E (TTM): 24.96X Cap: $2.89T
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• Microsoft Corporation (MSFT $500.37)
  • $500.37 P/E (TTM): 36.52X Cap: $3.71T
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Q: With the above four big tech companies above disappointing on earnings and being beaten up for it, is this the beginning of the tech earnings recession going forward? And do you think the stock market will begin to move more on earnings now and less on the actions or potential actions of the Fed? ie. if we want to buy these names would it be smart to sit on the sidelines now and let this play out for a while? Thanks.

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Read Answer Asked by Michael on October 28, 2022

Q: I understand Bam.A is in the process of splitting the company.

Could you please explain how they are going to do this, and when.

Also tickers for the new entity and how should an investor proceed?

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Read Answer Asked by Peter on October 28, 2022

• AbCellera Biologics Inc. (ABCL $4.28)
  • $4.28 Cap: $1.24B
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Q: Is ABCL a good long term hold ? Thanks for this great service,

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Read Answer Asked by Christopher on October 28, 2022

• Amazon.com Inc. (AMZN $230.33)
  • $230.33 P/E (TTM): 35.95X Cap: $2.45T
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Q: Please comments on Amzn and what would be a great entry price, thanks

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Read Answer Asked by Hue on October 28, 2022

• Premium Brands Holdings Corporation (PBH $93.85)
  • $93.85 P/E (TTM): 45.46X Cap: $4.19B
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Q: I have PBH in my TFSA and don’t need the money for a decade or more. It just seems to keep going down, seldom catching a bounce as the market does from time to time.
Is there a fundamental problem or good time to average in for long term growth?

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Read Answer Asked by Bruce on October 28, 2022

• Merck & Company Inc. (MRK $84.03)
  • $84.03 P/E (TTM): 12.25X Cap: $211.33B
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Q: Recently, Merck seems to reach a new all time high every day. How does their valuation and prospects going forward look at these levels compared to their peers? I certainly appreciate the bright spot in the portfolio but wondering if I should be trimming here.

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Read Answer Asked by Matthew on October 28, 2022

• Tamarack Valley Energy Ltd. (TVE $5.77)
  • $5.77 P/E (TTM): 11.26X Cap: $2.77B
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Q: Peter; Who would be the likely buyers of TVE that currently hold acreage in the Clearwater area? Thanks. Rod

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Read Answer Asked by Rodney on October 28, 2022

• Alphabet Inc. (GOOG $239.56)
  • $239.56 P/E (TTM): 24.96X Cap: $2.89T
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Q: What's going on to cause an almost 10% drop in GOOG? Buy, sell or hold?

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Read Answer Asked by Brenda on October 27, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: couldn't find any news release on the big drop on this stock today,do you know the reason and would this be a good buying oppurtunity....Thanks

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Read Answer Asked by Greg on October 27, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $197.22)
  • $197.22 P/E (TTM): 82.35X Cap: $258.35B
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Q: Please comments on Shop earnings, thanks

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Read Answer Asked by Hue on October 27, 2022

• Carriage Services Inc. (CSV $41.55)
  • $41.55 P/E (TTM): 14.52X Cap: $652M
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Q: Obviously the market did not like earnings release, how bad are things here? Is this worth holding

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Read Answer Asked by JAMES on October 27, 2022

• Celestica Inc. (CLS $350.75)
  • $350.75 P/E (TTM): 54.52X Cap: $38.89B
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Q: Thoughts please on their quarter markets seem to like it

Thx

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Read Answer Asked by blake on October 27, 2022

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.12)
  • $59.12 P/E (TTM): 100.32X Cap: $3.86B
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• Vanguard S&P 500 Index ETF (VFV $160.96)
  • $160.96 P/E (TTM): 82.03X Cap: $25.03B
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• SPDR S&P 500 ETF Trust (SPY $652.21)
  • $652.21 P/E (TTM): 82.05X Cap: $658.41B
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• INVESCO QQQ Trust (QQQ $580.70)
  • $580.70 P/E (TTM): 32.64X Cap: $367.25B
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Q: Hello 5i,
Looking at the top ten holdings of XQQ and SPY there appears to be a lot of overlap.
Do you agree? Is it advisable to own both?
Thanks
Dave

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Read Answer Asked by Dave on October 27, 2022

• Firm Capital Mortgage Investment Corporation (FC $12.15)
  • $12.15 P/E (TTM): 23.49X Cap: $447M
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Q: Yielding 8%, rates hikes likely near the end, safe? sock it a away in a registered account ( CRA treats as interest income) ?

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Read Answer Asked by Albert on October 27, 2022

• ECN Capital Corp. (ECN $3.01)
  • $3.01 Cap: $830M
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Q: Can you discuss the valuation ratios for ECN and whether you think it is fairly valued or cheap and why? Thanks.

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Read Answer Asked by Michael on October 27, 2022

• Valeura Energy Inc. (VLE $7.30)
  • $7.30 P/E (TTM): 2.55X Cap: $758M
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Q: What are your thoughts on this company as a speculative Buy?

Thks
Marcel

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Read Answer Asked by Marcel on October 27, 2022

• DIRTT Environmental Solutions Ltd. (DRT $0.69)
  • $0.69 P/E (TTM): 17.42X Cap: $132M
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Q: What is your analysis of this as a going concern? Debt, cash burn, etc.

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Read Answer Asked by Scott on October 27, 2022

• iShares Canadian Select Dividend Index ETF (XDV $35.85)
  • $35.85 P/E (TTM): 18.68X Cap: $1.93B
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Q: Good Evening
Can XDV be used as a proxy for CDZ?
Thanks

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Read Answer Asked by Terry on October 27, 2022

• iShares 20+ Year Treasury Bond ETF (TLT $89.74)
  • $89.74 Cap: $49B
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Q: hello 5i:
we hold some PFFD, but your system doesn't seem to recognize that ETF.
Question: would you expect TLT and PFFD to track very closely? Their charts look similar on a 5 year scale.
If so, and as the yield on PFFD is much higher than that of TLT, would not PFFD have a signicantly higher total return over almost any time horizon?
thanks
Paul L

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Read Answer Asked by Paul on October 27, 2022

• Leon's Furniture Limited (LNF $28.80)
  • $28.80 P/E (TTM): 12.59X Cap: $1.96B
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Q: Your recent report on LNF didn't mention anything about the land they own. In the past, you have commented that the real estate could be used to unearth (no pun intended) value in the company. I realize this might not be the best time to look to real estate for additional value but is some type of land deal be something you would ultimately expect to happen?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on October 27, 2022