Investment Q&A

• Constellation Software Inc. (CSU $4,880.00)
  • $4,880.00 P/E (TTM): 102.67X Cap: $104.49B
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• Topicus.com Inc. (TOI $187.01)
  • $187.01 P/E (TTM): 100.73X Cap: $24.92B
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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 $246.66)
  • $246.66 P/E (TTM): 62.13X Cap: $11.17B
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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 $10.06)
  • $10.06 P/E (TTM): 6.44X Cap: $5.81B
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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 $193.02)
  • $193.02 P/E (TTM): 78.83X Cap: $8.78B
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• Industrial Select Sector SPDR (XLI $151.25)
  • $151.25 P/E (TTM): 22.94X Cap: $22.42B
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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 $8.79)
  • $8.79 Cap: $3.20B
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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 $7.10)
  • $7.10 P/E (TTM): 21.62X Cap: $748M
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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 $46.63)
  • $46.63 P/E (TTM): 15.31X Cap: $718M
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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 $13.43)
  • $13.43 P/E (TTM): 22.92X Cap: $1.19B
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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 $21.45)
  • $21.45 P/E (TTM): 8.86X Cap: $18.20B
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• Schlumberger N.V. (SLB $34.28)
  • $34.28 P/E (TTM): 11.37X Cap: $45.61B
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• Pason Systems Inc. (PSI $11.74)
  • $11.74 P/E (TTM): 12.94X Cap: $919M
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• Trican Well Service Ltd. (TCW $5.62)
  • $5.62 P/E (TTM): 10.86X Cap: $998M
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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 $246.66)
  • $246.66 P/E (TTM): 62.13X Cap: $11.17B
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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 $8.08)
  • $8.08 P/E (TTM): 52.98X Cap: $6.02B
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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 $1.70)
  • $1.70 Cap: $806M
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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 $230.55)
  • $230.55 P/E (TTM): 15.77X Cap: $26.96B
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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 $94.22)
  • $94.22 P/E (TTM): 14.66X Cap: $173.04B
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• Lundin Mining Corporation (LUN $14.00)
  • $14.00 Cap: $11.93B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $52.95)
  • $52.95 P/E (TTM): 62.0X Cap: $26.24B
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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 $39.13)
  • $39.13 P/E (TTM): 225.44X Cap: $7.14B
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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 $91.86)
  • $91.86 P/E (TTM): 14.97X Cap: $19.14B
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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 $158.09)
  • $158.09 P/E (TTM): 16.22X Cap: $174.54B
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• Salesforce Inc. (CRM $263.38)
  • $263.38 P/E (TTM): 41.05X Cap: $250.73B
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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

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $95.74)
  • $95.74 Cap: $1.67B
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• Global X S&P 500 Covered Call ETF (XYLD $38.71)
  • $38.71 P/E (TTM): 56.59X Cap: $3.09B
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Q: Is there a dividend appreciation etf similar to VGG that has a covered call overlay and if so would you recommend in this market. Thanks for your expertise.

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Read Answer Asked by Ian on July 28, 2022

• Garmin Ltd. (Switzerland) (GRMN $227.31)
  • $227.31 P/E (TTM): 29.8X Cap: $43.54B
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Q: How do you feel about the short term and long term for Garmin after their earnings? Do you feel confident in their management? How do you feel about the inside ownership? What area of their business us their biggest source of revenue? How do you feel about their financials…and any other pros snd cons…and lastly is it a screaming buy now? a or a hold? or sell?

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Read Answer Asked by James on July 28, 2022