Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.58)
  • $48.58 Cap: $20.04B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $82.93)
  • $82.93 P/E (TTM): 42.06X Cap: $746M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.81)
  • $39.81 P/E (TTM): 14.83X Cap: $1.04B
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• Vanguard Dividend Appreciation FTF (VIG $215.16)
  • $215.16 P/E (TTM): 24.54X Cap: $93.38B
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• SPDR S&P 500 ETF Trust (SPY $660.64)
  • $660.64 P/E (TTM): 28.22X Cap: $669.08B
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• iShares Russell 2000 ETF (IWM $245.06)
  • $245.06 P/E (TTM): 16.66X Cap: $68.77B
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• Vanguard Growth ETF Portfolio (VGRO $42.57)
  • $42.57 P/E (TTM): 1.1X Cap: $8.10B
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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 $24.57)
  • $24.57 P/E (TTM): 61.0X Cap: $3.77B
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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 $24.45)
  • $24.45 P/E (TTM): 70.8X Cap: $1.53B
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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 $95.33)
  • $95.33 Cap: $14.04B
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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 $5.94)
  • $5.94 P/E (TTM): 12.85X Cap: $3.01B
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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 $24.45)
  • $24.45 P/E (TTM): 70.8X Cap: $1.53B
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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 $54.20)
  • $54.20 P/E (TTM): 11.79X Cap: $65.75B
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• Cenovus Energy Inc. (CVE $23.52)
  • $23.52 P/E (TTM): 17.11X Cap: $42.86B
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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 $24.85)
  • $24.85 P/E (TTM): 6.0X Cap: $14.53B
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• MEG Energy Corp. (MEG $29.22)
  • $29.22 P/E (TTM): 6.68X Cap: $7.43B
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• Whitecap Resources Inc. (WCP $10.50)
  • $10.50 P/E (TTM): 7.27X Cap: $12.93B
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• Baytex Energy Corp. (BTE $3.17)
  • $3.17 P/E (TTM): 7.0X Cap: $2.43B
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• Tamarack Valley Energy Ltd. (TVE $5.94)
  • $5.94 P/E (TTM): 12.85X Cap: $3.01B
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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 $247.45)
  • $247.45 P/E (TTM): 37.84X Cap: $3.67T
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• Meta Platforms Inc. (META $712.07)
  • $712.07 P/E (TTM): 26.04X Cap: $1.78T
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• Alphabet Inc. (GOOG $251.88)
  • $251.88 P/E (TTM): 26.83X Cap: $3.04T
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• Microsoft Corporation (MSFT $511.61)
  • $511.61 P/E (TTM): 37.64X Cap: $3.80T
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• NVIDIA Corporation (NVDA $181.81)
  • $181.81 P/E (TTM): 51.23X Cap: $4.41T
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• Booking Holdings Inc. (BKNG $4,952.31)
  • $4,952.31 P/E (TTM): 35.42X Cap: $160.50B
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• QUALCOMM Incorporated (QCOM $164.08)
  • $164.08 P/E (TTM): 15.75X Cap: $177.04B
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• Atlassian Corporation (TEAM $150.13)
  • $150.13 Cap: $39.38B
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• Crocs Inc. (CROX $83.15)
  • $83.15 P/E (TTM): 22.21X Cap: $4.54B
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• CrowdStrike Holdings Inc. (CRWD $482.23)
  • $482.23 Cap: $121.01B
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• Digital Turbine Inc. (APPS $7.00)
  • $7.00 Cap: $756M
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• Unity Software Inc. (U $34.72)
  • $34.72 Cap: $14.66B
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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 $6.29)
  • $6.29 Cap: $422M
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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 $73.05)
  • $73.05 P/E (TTM): 22.4X Cap: $11.29B
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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 $7.36)
  • $7.36 Cap: $545M
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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 $37.56)
  • $37.56 P/E (TTM): 29.1X Cap: $4.91B
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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 $5.70)
  • $5.70 Cap: $123M
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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 $18.99)
  • $18.99 P/E (TTM): 15.88X Cap: $1.92B
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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 $4.37)
  • $4.37 P/E (TTM): 26.81X Cap: $2.33B
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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 $17.98)
  • $17.98 P/E (TTM): 4.97X Cap: $5.32B
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• Lundin Mining Corporation (LUN $21.61)
  • $21.61 Cap: $18.49B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.08)
  • $0.08 Cap: $11M
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• MEDIFAST INC (MED $12.86)
  • $12.86 P/E (TTM): 39.91X Cap: $141M
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• Unity Software Inc. (U $34.72)
  • $34.72 Cap: $14.66B
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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 $31.81)
  • $31.81 P/E (TTM): 98.02X Cap: $26.53B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $62.25)
  • $62.25 P/E (TTM): 107.63X Cap: $30.26B
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• Lundin Mining Corporation (LUN $21.61)
  • $21.61 Cap: $18.49B
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• Ivanhoe Mines Ltd. (IVN $15.66)
  • $15.66 P/E (TTM): 39.0X Cap: $21.18B
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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 $67.12)
  • $67.12 P/E (TTM): 51.06X Cap: $13.49B
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• Unity Software Inc. (U $34.72)
  • $34.72 Cap: $14.66B
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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 $71.37)
  • $71.37 P/E (TTM): 45.5X Cap: $209.64B
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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