Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.22)
  • $52.22 P/E (TTM): 18.19X Cap: $25.76B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $65.21)
  • $65.21 P/E (TTM): 54.87X Cap: $700M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.01)
  • $43.01 P/E (TTM): 16.81X Cap: $1.14B
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• Vanguard Dividend Appreciation FTF (VIG $219.21)
  • $219.21 P/E (TTM): 24.38X Cap: $99.18B
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• State Street SPDR S&P 500 ETF Trust (SPY $665.78)
  • $665.78 P/E (TTM): 26.17X Cap: $684.06B
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• iShares Russell 2000 ETF (IWM $246.93)
  • $246.93 P/E (TTM): 17.63X Cap: $70.95B
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• Vanguard Growth ETF Portfolio (VGRO $42.80)
  • $42.80 P/E (TTM): 10.85X Cap: $8.94B
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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 $31.25)
  • $31.25 P/E (TTM): 41.03X Cap: $4.80B
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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 $40.99)
  • $40.99 P/E (TTM): 404.1X Cap: $2.58B
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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 $97.60)
  • $97.60 Cap: $14.82B
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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 $10.16)
  • $10.16 Cap: $4.92B
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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 $40.99)
  • $40.99 P/E (TTM): 404.1X Cap: $2.58B
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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 $77.93)
  • $77.93 P/E (TTM): 15.88X Cap: $91.62B
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• Cenovus Energy Inc. (CVE $31.25)
  • $31.25 P/E (TTM): 14.32X Cap: $57.98B
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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 $26.66)
  • $26.66 P/E (TTM): 6.5X Cap: $14.97B
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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 $13.90)
  • $13.90 P/E (TTM): 13.6X Cap: $16.83B
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• Baytex Energy Corp. (BTE $5.44)
  • $5.44 P/E (TTM): 19.21X Cap: $4.11B
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• Tamarack Valley Energy Ltd. (TVE $10.16)
  • $10.16 Cap: $4.92B
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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 $254.42)
  • $254.42 P/E (TTM): 32.59X Cap: $3.77T
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• Meta Platforms Inc. (META $631.12)
  • $631.12 P/E (TTM): 27.45X Cap: $1.63T
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• Alphabet Inc. (GOOG $296.48)
  • $296.48 P/E (TTM): 27.59X Cap: $3.61T
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• Microsoft Corporation (MSFT $407.16)
  • $407.16 P/E (TTM): 25.58X Cap: $3.03T
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• NVIDIA Corporation (NVDA $176.84)
  • $176.84 P/E (TTM): 36.29X Cap: $4.32T
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• Booking Holdings Inc. (BKNG $4,483.69)
  • $4,483.69 P/E (TTM): 27.39X Cap: $144.12B
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• QUALCOMM Incorporated (QCOM $134.03)
  • $134.03 P/E (TTM): 27.36X Cap: $144.78B
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• Atlassian Corporation (TEAM $81.73)
  • $81.73 Cap: $22.05B
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• Crocs Inc. (CROX $84.92)
  • $84.92 Cap: $4.32B
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• CrowdStrike Holdings Inc. (CRWD $431.19)
  • $431.19 Cap: $108.79B
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• Digital Turbine Inc. (APPS $4.03)
  • $4.03 Cap: $491M
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• Unity Software Inc. (U $20.36)
  • $20.36 Cap: $8.59B
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• Matterport Inc. (MTTR)
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Q: We hold the following in a registered US$ '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 $5.00)
  • $5.00 Cap: $335M
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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 $59.72)
  • $59.72 P/E (TTM): 76.92X Cap: $9.46B
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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 $5.75)
  • $5.75 Cap: $438M
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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 $38.78)
  • $38.78 P/E (TTM): 31.19X Cap: $5.27B
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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 $8.07)
  • $8.07 Cap: $174M
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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 $18.31)
  • $18.31 P/E (TTM): 24.74X Cap: $1.85B
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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 $4.35)
  • $4.35 P/E (TTM): 12.76X Cap: $2.41B
  • 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 $16.98)
  • $16.98 P/E (TTM): 8.79X Cap: $5.20B
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• Lundin Mining Corporation (LUN $32.60)
  • $32.60 Cap: $29.67B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $6M
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• MEDIFAST INC (MED $10.50)
  • $10.50 Cap: $118M
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• Unity Software Inc. (U $20.36)
  • $20.36 Cap: $8.59B
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• Nuvei Corporation (NVEI)
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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 $30.89)
  • $30.89 Cap: $27.45B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $66.46)
  • $66.46 P/E (TTM): 24.77X Cap: $34.10B
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• Lundin Mining Corporation (LUN $32.60)
  • $32.60 Cap: $29.67B
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• Ivanhoe Mines Ltd. (IVN $12.87)
  • $12.87 P/E (TTM): 51.06X Cap: $18.72B
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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 $47.93)
  • $47.93 P/E (TTM): 34.05X Cap: $9.75B
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• Unity Software Inc. (U $20.36)
  • $20.36 Cap: $8.59B
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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 $85.00)
  • $85.00 P/E (TTM): 54.03X Cap: $244.74B
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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