Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.52)
  • $50.52 P/E (TTM): 20.73X Cap: $21.25B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $79.43)
  • $79.43 P/E (TTM): 54.66X Cap: $712M
  • View XIT Profile
  • View Questions on XIT
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.50)
  • $40.50 P/E (TTM): 14.68X Cap: $1.09B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard Dividend Appreciation FTF (VIG $220.12)
  • $220.12 P/E (TTM): 24.09X Cap: $96.49B
  • View VIG Profile
  • View Questions on VIG
• SPDR S&P 500 ETF Trust (SPY $678.37)
  • $678.37 P/E (TTM): 27.29X Cap: $707.20B
  • View SPY Profile
  • View Questions on SPY
• iShares Russell 2000 ETF (IWM $250.02)
  • $250.02 P/E (TTM): 18.15X Cap: $70.93B
  • View IWM Profile
  • View Questions on IWM
• Vanguard Growth ETF Portfolio (VGRO $42.91)
  • $42.91 P/E (TTM): 11.16X Cap: $8.30B
  • View VGRO Profile
  • View Questions on VGRO

Q: Hello,

Please recommend some total market ETFs for the Canadian market, the American Market, for growth, for income, and/or the best overall in your opinion.

Thanks,

Mark

Upvote 0

Read Answer Asked by Mark on August 02, 2022

• Topaz Energy Corp. (TPZ $27.25)
  • $27.25 P/E (TTM): 65.27X Cap: $4.18B
  • View TPZ Profile
  • View Questions on TPZ

Q: Topaz just announced an 8% dividend increase on July 27th
It is missing on your dividend update list.
Thanks for all you do.

Upvote 0

Read Answer Asked by Madeline on July 31, 2022

• Aecon Group Inc. (ARE $30.81)
  • $30.81 P/E (TTM): 314.9X Cap: $1.92B
  • View ARE Profile
  • View Questions on ARE

Q: Comments on results of A -0.10 vs E +0.19 and LY +0.27.
thanks
Sherrill

Upvote 0

Read Answer Asked by Sherrill on July 29, 2022

• Roku Inc. (ROKU $111.92)
  • $111.92 Cap: $15.91B
  • View ROKU Profile
  • View Questions on ROKU

Q: ROKU is taking a beating on the quarterly results. What do you think about it on 5-10 year term basis?

Upvote 0

Read Answer Asked by Geoffrey on July 29, 2022

• Tamarack Valley Energy Ltd. (TVE $7.50)
  • $7.50 Cap: $380M
  • View TVE Profile
  • View Questions on TVE

Q: Would you please comment upon TVE's recent results and strategy. The market appears unimpressed.

Upvote 0

Read Answer Asked by Peter on July 29, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: Peter; I’ve seen all the recent ? on CTS but was wondering if, due to their ability to convert - and add to- their debt, if this would be a buy signal now? Thank. Rod

Upvote 0

Read Answer Asked by Rodney on July 29, 2022

• Aecon Group Inc. (ARE $30.81)
  • $30.81 P/E (TTM): 314.9X Cap: $1.92B
  • View ARE Profile
  • View Questions on ARE

Q: any idea why the stock is tanking today?

Upvote 0

Read Answer Asked by dan on July 29, 2022

• Suncor Energy Inc. (SU $58.96)
  • $58.96 P/E (TTM): 13.57X Cap: $70.84B
  • View SU Profile
  • View Questions on SU
• Cenovus Energy Inc. (CVE $23.00)
  • $23.00 P/E (TTM): 13.46X Cap: $41.93B
  • View CVE Profile
  • View Questions on CVE
• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
  • View VRN Profile
  • View Questions on VRN
• ARC Resources Ltd. (ARX $25.00)
  • $25.00 P/E (TTM): 6.16X Cap: $14.64B
  • View ARX Profile
  • View Questions on ARX
• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
  • View MEG Profile
  • View Questions on MEG
• Whitecap Resources Inc. (WCP $11.28)
  • $11.28 P/E (TTM): 9.5X Cap: $13.71B
  • View WCP Profile
  • View Questions on WCP
• Baytex Energy Corp. (BTE $4.27)
  • $4.27 P/E (TTM): 14.82X Cap: $3.33B
  • View BTE Profile
  • View Questions on BTE
• Tamarack Valley Energy Ltd. (TVE $7.50)
  • $7.50 Cap: $380M
  • View TVE Profile
  • View Questions on TVE

Q: Hi. I own these oil stocks and have to get rid of two or three. Which three would you sell first and in what order? Thanks Paul

Upvote 0

Read Answer Asked by Paul on July 29, 2022

• Apple Inc. (AAPL $270.30)
  • $270.30 P/E (TTM): 36.81X Cap: $4.01T
  • View AAPL Profile
  • View Questions on AAPL
• Meta Platforms Inc. (META $665.14)
  • $665.14 P/E (TTM): 29.1X Cap: $1.63T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $302.76)
  • $302.76 P/E (TTM): 30.38X Cap: $3.69T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $484.94)
  • $484.94 P/E (TTM): 33.88X Cap: $3.53T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $174.19)
  • $174.19 P/E (TTM): 44.1X Cap: $4.15T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,376.62)
  • $5,376.62 P/E (TTM): 35.42X Cap: $172.16B
  • View BKNG Profile
  • View Questions on BKNG
• QUALCOMM Incorporated (QCOM $174.41)
  • $174.41 P/E (TTM): 35.15X Cap: $184.57B
  • View QCOM Profile
  • View Questions on QCOM
• Atlassian Corporation (TEAM $164.94)
  • $164.94 Cap: $42.61B
  • View TEAM Profile
  • View Questions on TEAM
• Crocs Inc. (CROX $90.42)
  • $90.42 P/E (TTM): 29.85X Cap: $4.65B
  • View CROX Profile
  • View Questions on CROX
• CrowdStrike Holdings Inc. (CRWD $477.49)
  • $477.49 Cap: $118.49B
  • View CRWD Profile
  • View Questions on CRWD
• Digital Turbine Inc. (APPS $5.48)
  • $5.48 Cap: $571M
  • View APPS Profile
  • View Questions on APPS
• Unity Software Inc. (U $45.32)
  • $45.32 Cap: $18.73B
  • View U Profile
  • View Questions on U
• Matterport Inc. (MTTR)
  • Cap: $1.76B
  • View MTTR Profile
  • View Questions on MTTR

Q: We hold the following in a registered US$ 'growth' account . The list shows % each represents of our total US/CAN portfolio and current Gain/Loss position.

1. Anything in this list that you would toss out ?

2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?

MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%

Upvote 0

Read Answer Asked by Alexandra on July 29, 2022

• Redfin Corporation (RDFN)
  • Cap: $1.43B
  • View RDFN Profile
  • View Questions on RDFN
• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: I have a large loss in DND. Do you have anything that might replace it for a month?

Upvote 0

Read Answer Asked by Gerald on July 29, 2022

• Capital Power Corporation (CPX $60.14)
  • $60.14 P/E (TTM): 21.41X Cap: $9.29B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX

Q: Please advise of the business and financial strength of this company and your buy or not recomendation.

Upvote 0

Read Answer Asked by Doug on July 29, 2022

• Real Matters Inc. (REAL $5.93)
  • $5.93 Cap: $432M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: Hi team,

Please provide opinion on the quarter!

Upvote 0

Read Answer Asked by David on July 29, 2022

• Enphase Energy Inc. (ENPH $33.09)
  • $33.09 P/E (TTM): 21.82X Cap: $4.13B
  • View ENPH Profile
  • View Questions on ENPH

Q: Thoughts on latest financial results please. Is it too late to enter or at what price is a decent entry point for a long term hold?

Upvote 0

Read Answer Asked by Tim on July 29, 2022

• Tidewater Midstream and Infrastructure Ltd. (TWM $4.88)
  • $4.88 Cap: $105M
  • View TWM Profile
  • View Questions on TWM

Q: PLEASE PROVIDE YOUR ANALYSIS WITH PARTICULAR REFERENCE TO THEIR CURRENT RAISE AND RISK/REWARD OVER THE THE NEXT COUPLE OF YEARS.
THANKS, HUGH

Upvote 0

Read Answer Asked by Hugh on July 29, 2022

• Spin Master Corp. Subordinate Voting Shares (TOY $20.55)
  • $20.55 P/E (TTM): 26.82X Cap: $2.06B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Could you comment on the latest earnings from Spin Master. They look good (supported by analysts from TD and RBC) and in addition, they also introduced a quarterly dividend (something that you always like to see). Very surprised that the SP dropped but would appreciate your views.

Upvote 0

Read Answer Asked by karl on July 29, 2022

• Champion Iron Limited Ordinary Shares (CIA $5.45)
  • $5.45 P/E (TTM): 22.65X Cap: $2.86B
  • View CIA Profile
  • View Questions on CIA

Q: Could I have your comments on CIA 's latest quarter & what it suggest for the future? Is the dividend safe here?
Thanks
Dave

Upvote 0

Read Answer Asked by Dave on July 29, 2022

• Air Canada Voting and Variable Voting Shares (AC $19.01)
  • $19.01 Cap: $5.51B
  • View AC Profile
  • View Questions on AC
• Lundin Mining Corporation (LUN $28.00)
  • $28.00 Cap: $23.95B
  • View LUN Profile
  • View Questions on LUN
• Enthusiast Gaming Holdings Inc. (EGLX $0.05)
  • $0.05 Cap: $7M
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX
• MEDIFAST INC (MED $12.20)
  • $12.20 P/E (TTM): 36.45X Cap: $133M
  • View MED Profile
  • View Questions on MED
• Unity Software Inc. (U $45.32)
  • $45.32 Cap: $18.73B
  • View U Profile
  • View Questions on U
• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
  • View Questions on NVEI

Q: I'm down on these stocks, what are your thoughts currently and prospects going forward? Buy, sell, hold, add? They've all become less than 1.5% positions. Thanks!

MED, NVEI, AC, LUN, EGLX, U, AT

Upvote 0

Read Answer Asked by Keith on July 29, 2022

• First Quantum Minerals Ltd. (FM $34.09)
  • $34.09 P/E (TTM): 492.82X Cap: $28.23B
  • View FM Profile
  • View Questions on FM
• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $62.13)
  • $62.13 P/E (TTM): 23.93X Cap: $29.81B
  • View TECK.B Profile
  • View Questions on TECK.B
• Lundin Mining Corporation (LUN $28.00)
  • $28.00 Cap: $23.95B
  • View LUN Profile
  • View Questions on LUN
• Ivanhoe Mines Ltd. (IVN $13.59)
  • $13.59 P/E (TTM): 44.4X Cap: $19.10B
  • View IVN Profile
  • View Questions on IVN

Q: Could you suggest a couple of Canadian companies leveraged to copper, noting key strengths? Then a couple of additional ones based on downside protection if commodity cycle rolls over?
Thanks in advance.

Upvote 0

Read Answer Asked by John on July 29, 2022

• DocuSign Inc. (DOCU $67.61)
  • $67.61 P/E (TTM): 47.26X Cap: $13.57B
  • View DOCU Profile
  • View Questions on DOCU
• Unity Software Inc. (U $45.32)
  • $45.32 Cap: $18.73B
  • View U Profile
  • View Questions on U

Q: Hi team! I have held those 2 for over 2 years. Down over 70+ % . I am thinking to sell and buy alphabet for 2 to 5 years. Your thoughts and some conservative predictions if you were in my situation? Thanks !

Upvote 0

Read Answer Asked by Jacques on July 29, 2022

• Shell PLC American Depositary Shares (each representing two (2)) (SHEL $71.23)
  • $71.23 P/E (TTM): 44.48X Cap: $207.32B
  • View SHEL Profile
  • View Questions on SHEL

Q: Noting the recent results from Shell I am very surprised the stock has not popped today (July 28). You thoughts and if I should add a bit more to my holdings. Total energy exposure is about 8% of my portfolio (own PXT, NRGI, and TVE as well).

Upvote 0

Read Answer Asked by Randy on July 29, 2022