Investment Q&A

• Broadcom Inc. (AVGO $341.30)
  • $341.30 P/E (TTM): 86.69X Cap: $1.61T
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• Cisco Systems Inc. (CSCO $77.55)
  • $77.55 P/E (TTM): 30.21X Cap: $306.40B
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• Intel Corporation (INTC $37.31)
  • $37.31 P/E (TTM): 3751.0X Cap: $163.30B
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• NVIDIA Corporation (NVDA $177.72)
  • $177.72 P/E (TTM): 43.74X Cap: $4.31T
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• QUALCOMM Incorporated (QCOM $176.12)
  • $176.12 P/E (TTM): 35.78X Cap: $188.62B
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• Texas Instruments Incorporated (TXN $177.56)
  • $177.56 P/E (TTM): 32.48X Cap: $161.33B
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• Advanced Micro Devices Inc. (AMD $209.17)
  • $209.17 P/E (TTM): 103.17X Cap: $340.53B
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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 $3,260.00)
  • $3,260.00 P/E (TTM): 77.12X Cap: $69.08B
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• Topicus.com Inc. (TOI $123.70)
  • $123.70 P/E (TTM): 1050.3X Cap: $10.32B
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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 $212.92)
  • $212.92 P/E (TTM): 50.64X Cap: $9.73B
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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 $11.11)
  • $11.11 P/E (TTM): 9.91X Cap: $13.48B
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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 $207.95)
  • $207.95 P/E (TTM): 19.17X Cap: $12.18B
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• State Street Industrial Select Sector SPDR ETF (XLI $156.06)
  • $156.06 P/E (TTM): 26.63X Cap: $25.48B
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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 $9.56)
  • $9.56 P/E (TTM): 7.2X Cap: $3.52B
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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 $5.99)
  • $5.99 P/E (TTM): 23.88X Cap: $638M
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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 $43.88)
  • $43.88 P/E (TTM): 14.19X Cap: $690M
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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 $13.75)
  • $13.75 P/E (TTM): 7.35X Cap: $1.05B
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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 $27.19)
  • $27.19 P/E (TTM): 18.81X Cap: $22.88B
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• SLB Limited (SLB $37.61)
  • $37.61 P/E (TTM): 15.02X Cap: $56.18B
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• Pason Systems Inc. (PSI $11.98)
  • $11.98 P/E (TTM): 15.45X Cap: $934M
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• Trican Well Service Ltd. (TCW $5.54)
  • $5.54 P/E (TTM): 10.18X Cap: $1.17B
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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 $212.92)
  • $212.92 P/E (TTM): 50.64X Cap: $9.73B
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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 $13.02)
  • $13.02 P/E (TTM): 24.31X Cap: $9.93B
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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 $258.16)
  • $258.16 P/E (TTM): 25.68X Cap: $31.04B
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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 $111.28)
  • $111.28 P/E (TTM): 15.86X Cap: $199.10B
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• Lundin Mining Corporation (LUN $27.91)
  • $27.91 Cap: $23.90B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $59.58)
  • $59.58 P/E (TTM): 23.91X Cap: $29.08B
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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 $49.27)
  • $49.27 P/E (TTM): 60.34X Cap: $9.27B
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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 $103.96)
  • $103.96 P/E (TTM): 15.25X Cap: $21.48B
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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 $176.12)
  • $176.12 P/E (TTM): 35.78X Cap: $188.62B
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• Salesforce Inc. (CRM $254.91)
  • $254.91 P/E (TTM): 37.0X Cap: $238.85B
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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