Investment Q&A

• Broadcom Inc. (AVGO $335.97)
  • $335.97 P/E (TTM): 71.91X Cap: $1.59T
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• Cisco Systems Inc. (CSCO $77.74)
  • $77.74 P/E (TTM): 28.09X Cap: $307.06B
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• Intel Corporation (INTC $45.25)
  • $45.25 Cap: $226.02B
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• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 37.97X Cap: $4.45T
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• QUALCOMM Incorporated (QCOM $131.15)
  • $131.15 P/E (TTM): 27.04X Cap: $139.93B
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• Texas Instruments Incorporated (TXN $190.05)
  • $190.05 P/E (TTM): 36.39X Cap: $173.03B
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• Advanced Micro Devices Inc. (AMD $197.74)
  • $197.74 P/E (TTM): 77.29X Cap: $322.39B
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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 $2,619.09)
  • $2,619.09 P/E (TTM): 68.89X Cap: $55.50B
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• Topicus.com Inc. (TOI $99.69)
  • $99.69 P/E (TTM): 322.56X Cap: $12.93B
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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 $193.61)
  • $193.61 P/E (TTM): 48.1X Cap: $8.89B
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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 $14.31)
  • $14.31 P/E (TTM): 13.73X Cap: $17.36B
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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 $231.49)
  • $231.49 P/E (TTM): 20.14X Cap: $15.63B
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• State Street Industrial Select Sector SPDR ETF (XLI $165.24)
  • $165.24 P/E (TTM): 26.42X Cap: $28.73B
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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 $6.89)
  • $6.89 P/E (TTM): 12.63X Cap: $2.54B
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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 $5.32)
  • $5.32 P/E (TTM): 18.23X Cap: $567M
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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 $41.87)
  • $41.87 P/E (TTM): 13.15X Cap: $659M
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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 $13.78)
  • $13.78 P/E (TTM): 6.96X Cap: $1.05B
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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 $34.84)
  • $34.84 P/E (TTM): 23.95X Cap: $29.18B
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• SLB Limited (SLB $44.56)
  • $44.56 P/E (TTM): 20.5X Cap: $66.95B
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• Pason Systems Inc. (PSI $12.65)
  • $12.65 P/E (TTM): 19.07X Cap: $984M
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• Trican Well Service Ltd. (TCW $6.86)
  • $6.86 P/E (TTM): 12.02X Cap: $1.44B
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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 $193.61)
  • $193.61 P/E (TTM): 48.1X Cap: $8.89B
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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 $11.41)
  • $11.41 P/E (TTM): 20.88X Cap: $8.71B
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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 $163.67)
  • $163.67 P/E (TTM): 17.36X Cap: $19.73B
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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 $105.50)
  • $105.50 P/E (TTM): 15.62X Cap: $184.55B
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• Lundin Mining Corporation (LUN $35.83)
  • $35.83 Cap: $30.61B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $71.50)
  • $71.50 P/E (TTM): 25.55X Cap: $34.90B
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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 $57.34)
  • $57.34 P/E (TTM): 53.52X Cap: $10.78B
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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 $108.43)
  • $108.43 P/E (TTM): 13.63X Cap: $22.34B
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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 $131.15)
  • $131.15 P/E (TTM): 27.04X Cap: $139.93B
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• Salesforce Inc. (CRM $199.28)
  • $199.28 P/E (TTM): 24.89X Cap: $183.93B
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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