Investment Q&A

• Broadcom Inc. (AVGO $334.53)
  • $334.53 P/E (TTM): 85.34X Cap: $1.57T
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• Cisco Systems Inc. (CSCO $67.22)
  • $67.22 P/E (TTM): 26.36X Cap: $265.73B
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• Intel Corporation (INTC $35.50)
  • $35.50 Cap: $155.38B
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• NVIDIA Corporation (NVDA $178.19)
  • $178.19 P/E (TTM): 50.77X Cap: $4.33T
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• QUALCOMM Incorporated (QCOM $169.20)
  • $169.20 P/E (TTM): 16.35X Cap: $182.56B
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• Texas Instruments Incorporated (TXN $184.55)
  • $184.55 P/E (TTM): 33.74X Cap: $167.78B
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• Advanced Micro Devices Inc. (AMD $159.46)
  • $159.46 P/E (TTM): 92.07X Cap: $258.77B
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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 $3,660.00)
  • $3,660.00 P/E (TTM): 90.38X Cap: $77.56B
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• Topicus.com Inc. (TOI $145.20)
  • $145.20 P/E (TTM): 68.62X Cap: $12.11B
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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 $264.22)
  • $264.22 P/E (TTM): 61.21X Cap: $12.03B
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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 $11.15)
  • $11.15 P/E (TTM): 7.64X Cap: $13.73B
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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 $205.70)
  • $205.70 P/E (TTM): 22.22X Cap: $11.28B
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• Industrial Select Sector SPDR (XLI $152.58)
  • $152.58 P/E (TTM): 25.91X Cap: $23.55B
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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 $9.04)
  • $9.04 P/E (TTM): 25.92X Cap: $3.34B
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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 $6.61)
  • $6.61 P/E (TTM): 21.32X Cap: $704M
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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 $45.11)
  • $45.11 P/E (TTM): 13.55X Cap: $708M
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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 $13.47)
  • $13.47 P/E (TTM): 7.16X Cap: $1.04B
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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 $25.11)
  • $25.11 P/E (TTM): 11.73X Cap: $21.40B
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• Schlumberger N.V. (SLB $35.52)
  • $35.52 P/E (TTM): 12.16X Cap: $47.99B
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• Pason Systems Inc. (PSI $12.09)
  • $12.09 P/E (TTM): 13.43X Cap: $953M
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• Trican Well Service Ltd. (TCW $6.13)
  • $6.13 P/E (TTM): 11.35X Cap: $1.10B
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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 $264.22)
  • $264.22 P/E (TTM): 61.21X Cap: $12.03B
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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 $11.31)
  • $11.31 P/E (TTM): 81.75X Cap: $8.61B
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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 $254.95)
  • $254.95 P/E (TTM): 19.52X Cap: $30.66B
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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 $103.42)
  • $103.42 P/E (TTM): 15.3X Cap: $190.38B
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• Lundin Mining Corporation (LUN $19.75)
  • $19.75 Cap: $16.90B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $59.04)
  • $59.04 P/E (TTM): 103.58X Cap: $28.86B
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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 $53.51)
  • $53.51 P/E (TTM): 125.91X Cap: $10.04B
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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 $100.30)
  • $100.30 P/E (TTM): 15.92X Cap: $20.80B
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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 $169.20)
  • $169.20 P/E (TTM): 16.35X Cap: $182.56B
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• Salesforce Inc. (CRM $243.43)
  • $243.43 P/E (TTM): 35.38X Cap: $231.74B
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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