Investment Q&A

• Broadcom Inc. (AVGO $326.64)
  • $326.64 P/E (TTM): 67.82X Cap: $1.52T
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• Intuitive Surgical Inc. (ISRG $482.16)
  • $482.16 P/E (TTM): 59.99X Cap: $167.67B
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• NVIDIA Corporation (NVDA $184.08)
  • $184.08 P/E (TTM): 36.79X Cap: $4.38T
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• Salesforce Inc. (CRM $198.39)
  • $198.39 P/E (TTM): 24.72X Cap: $177.98B
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• Rockwell Automation Inc. (ROK $363.16)
  • $363.16 P/E (TTM): 41.3X Cap: $40.55B
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• Tesla Inc. (TSLA $397.85)
  • $397.85 P/E (TTM): 362.22X Cap: $1.46T
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• ServiceNow Inc. (NOW $115.38)
  • $115.38 P/E (TTM): 67.95X Cap: $118.84B
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• MongoDB Inc. (MDB $268.85)
  • $268.85 Cap: $20.93B
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• ASML Holding N.V. (ASML $1,376.84)
  • $1,376.84 P/E (TTM): 60.6X Cap: $518.65B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $341.33)
  • $341.33 P/E (TTM): 48.23X Cap: $1.75T
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• Palantir Technologies Inc. (PLTR $152.17)
  • $152.17 P/E (TTM): 239.6X Cap: $360.87B
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• Snowflake Inc. (SNOW $175.50)
  • $175.50 Cap: $61.13B
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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 $0.84)
  • $0.84 Cap: $48M
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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 $10.94)
  • $10.94 P/E (TTM): 14.59X Cap: $181.83B
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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 $102.03)
  • $102.03 Cap: $2.25B
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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 $14.79)
  • $14.79 Cap: $227M
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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 $0.95)
  • $0.95 P/E (TTM): 4.11X Cap: $95M
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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 $48.58)
  • $48.58 P/E (TTM): 44.02X Cap: $8.37B
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• HDFC Bank Limited (HDB $29.13)
  • $29.13 P/E (TTM): 29.77X Cap: $144.48B
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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 $14.57)
  • $14.57 P/E (TTM): 90.98X Cap: $3.27B
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• Fortuna Mining Corp. (FVI $13.92)
  • $13.92 P/E (TTM): 11.93X Cap: $4.30B
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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 $18.80)
  • $18.80 P/E (TTM): 16.81X 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 $5.85)
  • $5.85 P/E (TTM): 3.92X Cap: $120M
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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 $640.30)
  • $640.30 P/E (TTM): 30.06X Cap: $148.63B
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• Northrop Grumman Corporation (NOC $729.71)
  • $729.71 P/E (TTM): 25.23X Cap: $104.12B
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• iShares U.S. Aerospace & Defense ETF (ITA $231.75)
  • $231.75 P/E (TTM): 20.14X Cap: $15.49B
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• RTX Corporation (RTX $206.23)
  • $206.23 P/E (TTM): 41.23X Cap: $275.27B
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• Select STOXX Europe Aerospace & Defense ETF (EUAD $43.57)
  • $43.57 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 $35.05)
  • $35.05 P/E (TTM): 5.27X Cap: $32.72B
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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 $33.41)
  • $33.41 P/E (TTM): 6.21X Cap: $6.19B
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• Pfizer Inc. (PFE $26.57)
  • $26.57 P/E (TTM): 19.54X Cap: $151.19B
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• Annaly Capital Management Inc. (NLY $22.19)
  • $22.19 P/E (TTM): 7.89X Cap: $15.70B
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• CareTrust REIT Inc. (CTRE $40.57)
  • $40.57 P/E (TTM): 25.83X Cap: $8.94B
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• Janus Henderson Group plc (JHG $50.28)
  • $50.28 P/E (TTM): 9.77X Cap: $7.72B
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• Chord Energy Corporation (CHRD $125.53)
  • $125.53 P/E (TTM): 178.91X Cap: $7.01B
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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 $135.24)
  • $135.24 Cap: $2.88B
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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 $10.53)
  • $10.53 P/E (TTM): 14.23X 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 $18.16)
  • $18.16 P/E (TTM): 25.01X Cap: $28.11B
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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 $184.08)
  • $184.08 P/E (TTM): 36.79X Cap: $4.38T
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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 $57.21)
  • $57.21 P/E (TTM): 37.09X Cap: $81.02B
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• Capstone Copper Corp. (CS $11.15)
  • $11.15 P/E (TTM): 19.89X Cap: $8.46B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $69.01)
  • $69.01 P/E (TTM): 24.27X Cap: $33.40B
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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 $482.16)
  • $482.16 P/E (TTM): 59.99X Cap: $167.67B
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• Eli Lilly and Company (LLY $982.13)
  • $982.13 P/E (TTM): 42.92X Cap: $930.72B
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• Walmart Inc. (WMT $125.26)
  • $125.26 Cap: $1T
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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