Investment Q&A

• Broadcom Inc. (AVGO $291.17)
  • $291.17 P/E (TTM): 114.52X Cap: $1.38T
  • View AVGO Profile
  • View Questions on AVGO
• Cisco Systems Inc. (CSCO $67.11)
  • $67.11 P/E (TTM): 27.33X Cap: $264.36B
  • View CSCO Profile
  • View Questions on CSCO
• Intel Corporation (INTC $23.54)
  • $23.54 Cap: $110.78B
  • View INTC Profile
  • View Questions on INTC
• NVIDIA Corporation (NVDA $175.40)
  • $175.40 P/E (TTM): 58.71X Cap: $4.28T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $155.44)
  • $155.44 P/E (TTM): 15.35X Cap: $168.59B
  • View QCOM Profile
  • View Questions on QCOM
• Texas Instruments Incorporated (TXN $200.77)
  • $200.77 P/E (TTM): 35.53X Cap: $178.13B
  • View TXN Profile
  • View Questions on TXN
• Advanced Micro Devices Inc. (AMD $165.20)
  • $165.20 P/E (TTM): 128.57X Cap: $270.28B
  • View AMD Profile
  • View Questions on AMD

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.

Upvote 0

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

Upvote 0

Read Answer Asked by cliff on July 29, 2022

• Constellation Software Inc. (CSU $4,360.35)
  • $4,360.35 P/E (TTM): 108.99X Cap: $91.84B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $165.94)
  • $165.94 P/E (TTM): 81.66X Cap: $13.82B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: What does the market expect from these 2 next week?

Thx

Upvote 0

Read Answer Asked by blake on July 28, 2022

• FirstService Corporation (FSV $276.28)
  • $276.28 P/E (TTM): 63.64X Cap: $12.58B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

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

Upvote 0

Read Answer Asked by Derek on July 28, 2022

• Whitecap Resources Inc. (WCP $9.92)
  • $9.92 P/E (TTM): 6.85X Cap: $12.09B
  • View WCP Profile
  • View Questions on WCP

Q: Hi 5i People,

Can I please get you commentary on Whitecap's results released last night. Thanks

Dave

Upvote 0

Read Answer Asked by David on July 28, 2022

• iShares U.S. Aerospace & Defense ETF (ITA $194.31)
  • $194.31 P/E (TTM): 102.62X Cap: $9B
  • View ITA Profile
  • View Questions on ITA
• Industrial Select Sector SPDR (XLI $151.22)
  • $151.22 P/E (TTM): 87.2X Cap: $23.38B
  • View XLI Profile
  • View Questions on XLI

Q: Are there any thematic drone ETFs out there, anywhere, that you would judge investment grade?

Upvote 0

Read Answer Asked by William Ross on July 28, 2022

• Bausch Health Companies Inc. (BHC $10.52)
  • $10.52 Cap: $3.99B
  • View BHC Profile
  • View Questions on BHC

Q: Any idea why the stock is down by 50% today?

Upvote 0

Read Answer Asked by James on July 28, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.61)
  • $6.61 P/E (TTM): 22.0X Cap: $704M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

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.

Upvote 0

Read Answer Asked by Paul on July 28, 2022

• Carriage Services Inc. (CSV $45.13)
  • $45.13 P/E (TTM): 15.19X Cap: $719M
  • View CSV Profile
  • View Questions on CSV

Q: Obviously the market did not like earnings release, how bad are things here? Is this drop a buying opportunity?

Upvote 0

Read Answer Asked by Harry on July 28, 2022

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.54)
  • $13.54 P/E (TTM): 23.81X Cap: $1.05B
  • View CPD Profile
  • View Questions on CPD

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?

Upvote 0

Read Answer Asked by Michael on July 28, 2022

• Halliburton Company (HAL $21.10)
  • $21.10 P/E (TTM): 9.97X Cap: $17.99B
  • View HAL Profile
  • View Questions on HAL
• Schlumberger N.V. (SLB $33.36)
  • $33.36 P/E (TTM): 11.4X Cap: $45.05B
  • View SLB Profile
  • View Questions on SLB
• Pason Systems Inc. (PSI $11.27)
  • $11.27 P/E (TTM): 12.61X Cap: $884M
  • View PSI Profile
  • View Questions on PSI
  • View Reports on PSI
• Trican Well Service Ltd. (TCW $5.71)
  • $5.71 P/E (TTM): 10.94X Cap: $1.03B
  • View TCW Profile
  • View Questions on TCW

Q: What would be your three picks of energy services firms ( non pipelines) in North America with growing dividends?

Upvote 0

Read Answer Asked by William Ross on July 28, 2022

• FirstService Corporation (FSV $276.28)
  • $276.28 P/E (TTM): 63.64X Cap: $12.58B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: Your comments and analysis of FSV earnings. Thanks.

Upvote 0

Read Answer Asked by Greg on July 28, 2022

• Capstone Copper Corp. (CS $8.99)
  • $8.99 P/E (TTM): 67.23X Cap: $6.85B
  • View CS Profile
  • View Questions on CS

Q: Hi team,

Can you provide your latest thoughts on this company as an investment?

Thanks!

Upvote 0

Read Answer Asked by David on July 28, 2022

• Asante Gold Corporation (ASE $1.57)
  • $1.57 Cap: $801M
  • View ASE Profile
  • View Questions on ASE

Q: Hi team,

Can you provide your latest thoughts on this company as an investment?

Thanks!

Upvote 0

Read Answer Asked by David on July 28, 2022

• Humana Inc. (HUM $290.00)
  • $290.00 P/E (TTM): 21.99X Cap: $34.66B
  • View HUM Profile
  • View Questions on HUM

Q: Thoughts on earnings and outlook ? Would you enter here ? Thank you.

Upvote 0

Read Answer Asked by Paul on July 28, 2022

• Citigroup Inc. (C $93.17)
  • $93.17 P/E (TTM): 14.91X Cap: $172.56B
  • View C Profile
  • View Questions on C
• Lundin Mining Corporation (LUN $15.01)
  • $15.01 Cap: $12.92B
  • View LUN Profile
  • View Questions on LUN
• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $44.44)
  • $44.44 P/E (TTM): 78.42X Cap: $21.72B
  • View TECK.A Profile
  • View Questions on TECK.A

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

Upvote 0

Read Answer Asked by alex on July 28, 2022

• OR Royalties Inc. (OR $41.89)
  • $41.89 P/E (TTM): 100.78X Cap: $7.80B
  • View OR Profile
  • View Questions on OR

Q: How safe is the interest on or.db ?
Thanks Phil

Upvote 0

Read Answer Asked by philip on July 28, 2022

• Loews Corporation (L $96.70)
  • $96.70 P/E (TTM): 15.51X Cap: $19.88B
  • View L Profile
  • View Questions on L

Q: Evidently, the market didn't like Loblaw's results. Your take, please?

Upvote 0

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.

Upvote 0

Read Answer Asked by Justin on July 28, 2022

• QUALCOMM Incorporated (QCOM $155.44)
  • $155.44 P/E (TTM): 15.35X Cap: $168.59B
  • View QCOM Profile
  • View Questions on QCOM
• Salesforce Inc. (CRM $246.45)
  • $246.45 P/E (TTM): 38.18X Cap: $235.17B
  • View CRM Profile
  • View Questions on CRM

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

Upvote 0

Read Answer Asked by Paul on July 28, 2022