Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.40)
  • $50.40 P/E (TTM): 20.73X Cap: $21.37B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $79.66)
  • $79.66 P/E (TTM): 54.66X Cap: $724M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.58)
  • $40.58 P/E (TTM): 14.68X Cap: $1.09B
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• Vanguard Dividend Appreciation FTF (VIG $221.79)
  • $221.79 P/E (TTM): 24.09X Cap: $97.73B
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• SPDR S&P 500 ETF Trust (SPY $680.73)
  • $680.73 P/E (TTM): 27.29X Cap: $717.03B
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• iShares Russell 2000 ETF (IWM $251.09)
  • $251.09 P/E (TTM): 18.15X Cap: $72.03B
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• Vanguard Growth ETF Portfolio (VGRO $43.00)
  • $43.00 P/E (TTM): 11.42X Cap: $8.36B
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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

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Read Answer Asked by Mark on August 02, 2022

• Topaz Energy Corp. (TPZ $27.59)
  • $27.59 P/E (TTM): 69.15X Cap: $4.24B
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Q: Topaz just announced an 8% dividend increase on July 27th
It is missing on your dividend update list.
Thanks for all you do.

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Read Answer Asked by Madeline on July 31, 2022

• Aecon Group Inc. (ARE $31.16)
  • $31.16 P/E (TTM): 309.4X Cap: $1.97B
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Q: Comments on results of A -0.10 vs E +0.19 and LY +0.27.
thanks
Sherrill

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Read Answer Asked by Sherrill on July 29, 2022

• Roku Inc. (ROKU $109.03)
  • $109.03 Cap: $16.10B
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Q: ROKU is taking a beating on the quarterly results. What do you think about it on 5-10 year term basis?

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Read Answer Asked by Geoffrey on July 29, 2022

• Tamarack Valley Energy Ltd. (TVE $7.71)
  • $7.71 Cap: $388M
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Q: Would you please comment upon TVE's recent results and strategy. The market appears unimpressed.

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Read Answer Asked by Peter on July 29, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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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

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Read Answer Asked by Rodney on July 29, 2022

• Aecon Group Inc. (ARE $31.16)
  • $31.16 P/E (TTM): 309.4X Cap: $1.97B
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Q: any idea why the stock is tanking today?

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Read Answer Asked by dan on July 29, 2022

• Suncor Energy Inc. (SU $60.07)
  • $60.07 P/E (TTM): 14.25X Cap: $72.16B
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• Cenovus Energy Inc. (CVE $24.31)
  • $24.31 P/E (TTM): 14.44X Cap: $43.54B
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• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• ARC Resources Ltd. (ARX $25.61)
  • $25.61 P/E (TTM): 6.41X Cap: $14.74B
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• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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• Whitecap Resources Inc. (WCP $11.60)
  • $11.60 P/E (TTM): 10.03X Cap: $14.08B
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• Baytex Energy Corp. (BTE $4.27)
  • $4.27 P/E (TTM): 14.96X Cap: $3.28B
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• Tamarack Valley Energy Ltd. (TVE $7.71)
  • $7.71 Cap: $388M
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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

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Read Answer Asked by Paul on July 29, 2022

• Apple Inc. (AAPL $274.11)
  • $274.11 P/E (TTM): 37.3X Cap: $4.05T
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• Meta Platforms Inc. (META $647.51)
  • $647.51 P/E (TTM): 28.53X Cap: $1.63T
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• Alphabet Inc. (GOOG $309.32)
  • $309.32 P/E (TTM): 30.65X Cap: $3.71T
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• Microsoft Corporation (MSFT $474.82)
  • $474.82 P/E (TTM): 34.03X Cap: $3.52T
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• NVIDIA Corporation (NVDA $176.29)
  • $176.29 P/E (TTM): 43.43X Cap: $4.28T
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• Booking Holdings Inc. (BKNG $5,457.70)
  • $5,457.70 P/E (TTM): 34.54X Cap: $175.92B
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• QUALCOMM Incorporated (QCOM $179.26)
  • $179.26 P/E (TTM): 35.59X Cap: $191.98B
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• Atlassian Corporation (TEAM $159.17)
  • $159.17 Cap: $41.87B
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• Crocs Inc. (CROX $90.66)
  • $90.66 P/E (TTM): 29.29X Cap: $4.70B
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• CrowdStrike Holdings Inc. (CRWD $487.47)
  • $487.47 Cap: $122.89B
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• Digital Turbine Inc. (APPS $4.64)
  • $4.64 Cap: $520M
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• Unity Software Inc. (U $45.22)
  • $45.22 Cap: $19.35B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: We hold the following in a registered US$ '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%

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Read Answer Asked by Alexandra on July 29, 2022

• Redfin Corporation (RDFN)
  • Cap: $1.43B
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• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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Q: I have a large loss in DND. Do you have anything that might replace it for a month?

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Read Answer Asked by Gerald on July 29, 2022

• Capital Power Corporation (CPX $61.99)
  • $61.99 P/E (TTM): 21.5X Cap: $9.64B
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Q: Please advise of the business and financial strength of this company and your buy or not recomendation.

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Read Answer Asked by Doug on July 29, 2022

• Real Matters Inc. (REAL $5.81)
  • $5.81 Cap: $431M
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Q: Hi team,

Please provide opinion on the quarter!

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Read Answer Asked by David on July 29, 2022

• Enphase Energy Inc. (ENPH $31.37)
  • $31.37 P/E (TTM): 22.04X Cap: $4.10B
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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?

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Read Answer Asked by Tim on July 29, 2022

• Tidewater Midstream and Infrastructure Ltd. (TWM $5.03)
  • $5.03 Cap: $108M
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Q: PLEASE PROVIDE YOUR ANALYSIS WITH PARTICULAR REFERENCE TO THEIR CURRENT RAISE AND RISK/REWARD OVER THE THE NEXT COUPLE OF YEARS.
THANKS, HUGH

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Read Answer Asked by Hugh on July 29, 2022

• Spin Master Corp. Subordinate Voting Shares (TOY $20.20)
  • $20.20 P/E (TTM): 26.53X Cap: $2.03B
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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.

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Read Answer Asked by karl on July 29, 2022

• Champion Iron Limited Ordinary Shares (CIA $5.51)
  • $5.51 P/E (TTM): 23.49X Cap: $2.93B
  • View CIA Profile
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Q: Could I have your comments on CIA 's latest quarter & what it suggest for the future? Is the dividend safe here?
Thanks
Dave

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Read Answer Asked by Dave on July 29, 2022

• Air Canada Voting and Variable Voting Shares (AC $18.49)
  • $18.49 Cap: $5.47B
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• Lundin Mining Corporation (LUN $27.74)
  • $27.74 Cap: $23.76B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.05)
  • $0.05 Cap: $7M
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• MEDIFAST INC (MED $12.00)
  • $12.00 P/E (TTM): 37.45X Cap: $131M
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• Unity Software Inc. (U $45.22)
  • $45.22 Cap: $19.35B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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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

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Read Answer Asked by Keith on July 29, 2022

• First Quantum Minerals Ltd. (FM $33.88)
  • $33.88 P/E (TTM): 482.88X Cap: $28.26B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $59.30)
  • $59.30 P/E (TTM): 23.88X Cap: $29.06B
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• Lundin Mining Corporation (LUN $27.74)
  • $27.74 Cap: $23.76B
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• Ivanhoe Mines Ltd. (IVN $13.71)
  • $13.71 P/E (TTM): 44.78X Cap: $19.46B
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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.

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Read Answer Asked by John on July 29, 2022

• DocuSign Inc. (DOCU $68.19)
  • $68.19 P/E (TTM): 49.73X Cap: $13.65B
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• Unity Software Inc. (U $45.22)
  • $45.22 Cap: $19.35B
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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 !

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Read Answer Asked by Jacques on July 29, 2022

• Shell PLC American Depositary Shares (each representing two (2)) (SHEL $72.23)
  • $72.23 P/E (TTM): 45.54X Cap: $210.04B
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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).

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Read Answer Asked by Randy on July 29, 2022