Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.27)
  • $52.27 P/E (TTM): 14.32X Cap: $23.87B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $63.78)
  • $63.78 P/E (TTM): 57.34X Cap: $654M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.51)
  • $42.51 P/E (TTM): 15.96X Cap: $1.11B
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• Vanguard Dividend Appreciation FTF (VIG $230.01)
  • $230.01 P/E (TTM): 25.07X Cap: $104.49B
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• State Street SPDR S&P 500 ETF Trust (SPY $693.41)
  • $693.41 P/E (TTM): 26.17X Cap: $707.87B
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• iShares Russell 2000 ETF (IWM $266.28)
  • $266.28 P/E (TTM): 17.63X Cap: $75.49B
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• Vanguard Growth ETF Portfolio (VGRO $44.10)
  • $44.10 P/E (TTM): 18.21X Cap: $8.90B
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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 $28.50)
  • $28.50 P/E (TTM): 69.51X Cap: $4.38B
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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 $36.87)
  • $36.87 P/E (TTM): 372.9X Cap: $2.35B
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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 $87.76)
  • $87.76 Cap: $12.68B
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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 $9.66)
  • $9.66 Cap: $483M
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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 $36.87)
  • $36.87 P/E (TTM): 372.9X Cap: $2.35B
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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 $74.08)
  • $74.08 P/E (TTM): 17.16X Cap: $87.41B
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• Cenovus Energy Inc. (CVE $28.36)
  • $28.36 P/E (TTM): 16.34X Cap: $50.35B
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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 $23.24)
  • $23.24 P/E (TTM): 5.65X Cap: $13.14B
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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 $12.73)
  • $12.73 P/E (TTM): 10.77X Cap: $15.29B
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• Baytex Energy Corp. (BTE $4.88)
  • $4.88 P/E (TTM): 17.29X Cap: $3.71B
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• Tamarack Valley Energy Ltd. (TVE $9.66)
  • $9.66 Cap: $483M
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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 $273.46)
  • $273.46 P/E (TTM): 37.28X Cap: $4.07T
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• Meta Platforms Inc. (META $662.84)
  • $662.84 P/E (TTM): 29.29X Cap: $1.67T
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• Alphabet Inc. (GOOG $322.96)
  • $322.96 P/E (TTM): 29.89X Cap: $3.90T
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• Microsoft Corporation (MSFT $409.92)
  • $409.92 P/E (TTM): 28.53X Cap: $2.97T
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• NVIDIA Corporation (NVDA $190.96)
  • $190.96 P/E (TTM): 46.01X Cap: $4.50T
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• Booking Holdings Inc. (BKNG $4,286.35)
  • $4,286.35 P/E (TTM): 29.04X Cap: $143.67B
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• QUALCOMM Incorporated (QCOM $138.09)
  • $138.09 P/E (TTM): 27.69X Cap: $146.54B
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• Atlassian Corporation (TEAM $91.46)
  • $91.46 Cap: $24.93B
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• Crocs Inc. (CROX $85.48)
  • $85.48 P/E (TTM): 27.95X Cap: $4.45B
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• CrowdStrike Holdings Inc. (CRWD $397.60)
  • $397.60 Cap: $99.70B
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• Digital Turbine Inc. (APPS $4.21)
  • $4.21 Cap: $497M
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• Unity Software Inc. (U $27.11)
  • $27.11 Cap: $10.74B
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• Matterport Inc. (MTTR)
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Q: We hold the following in a registered US$ '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 $3.75)
  • $3.75 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 $57.94)
  • $57.94 P/E (TTM): 20.44X Cap: $9.09B
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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 $6.85)
  • $6.85 Cap: $520M
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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 $47.96)
  • $47.96 P/E (TTM): 34.11X Cap: $6.51B
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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 $5.56)
  • $5.56 Cap: $126M
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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 $19.67)
  • $19.67 P/E (TTM): 25.73X Cap: $1.98B
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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 $5.34)
  • $5.34 P/E (TTM): 21.93X Cap: $2.78B
  • 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 $20.76)
  • $20.76 Cap: $6.26B
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• Lundin Mining Corporation (LUN $34.46)
  • $34.46 Cap: $28.65B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.05)
  • $0.05 Cap: $7M
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• MEDIFAST INC (MED $11.33)
  • $11.33 P/E (TTM): 568.0X Cap: $124M
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• Unity Software Inc. (U $27.11)
  • $27.11 Cap: $10.74B
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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 $38.25)
  • $38.25 P/E (TTM): 537.02X Cap: $31.16B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $77.03)
  • $77.03 P/E (TTM): 30.21X Cap: $36.72B
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• Lundin Mining Corporation (LUN $34.46)
  • $34.46 Cap: $28.65B
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• Ivanhoe Mines Ltd. (IVN $17.31)
  • $17.31 P/E (TTM): 54.92X Cap: $23.86B
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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 $46.85)
  • $46.85 P/E (TTM): 32.96X Cap: $9.43B
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• Unity Software Inc. (U $27.11)
  • $27.11 Cap: $10.74B
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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 $76.91)
  • $76.91 P/E (TTM): 47.04X Cap: $219.47B
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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