Investment Q&A

• UnitedHealth Group Incorporated (DE) (UNH $261.07)
  • $261.07 P/E (TTM): 11.81X Cap: $255.92B
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Q: Your analysis of the results out today please. What else could go wrong here to drive the price even further down?

Upvote 5

Read Answer Asked by Donald on July 29, 2025

• BlackSky Technology Inc. Class A (BKSY $19.05)
  • $19.05 Cap: $606M
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Q: BKSY seems to be in a freefall. Any concerns or is it a buying opportunity? I purchased after the recent initial 15% drop and it's dropped another 10% since then.

Upvote 2

Read Answer Asked by Jim on July 29, 2025

• Freeport-McMoRan Inc. (FCX $43.23)
  • $43.23 P/E (TTM): 35.89X Cap: $62.89B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $45.51)
  • $45.51 P/E (TTM): 56.16X Cap: $23.08B
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• Lundin Mining Corporation (LUN $13.90)
  • $13.90 Cap: $12.23B
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• Capstone Copper Corp. (CS $7.82)
  • $7.82 P/E (TTM): 53.05X Cap: $6.03B
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Q: What is the best company to benefit from higher copper prices long term? Currently own Teck but increasingly frustrated with frequent downward production revisions.

Thank you.

Upvote 3

Read Answer Asked by Brad on July 29, 2025

• TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
  • $12.28 P/E (TTM): 2.6X Cap: $5.94B
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• Skyward Specialty Insurance Group Inc. (SKWD $50.91)
  • $50.91 P/E (TTM): 17.12X Cap: $2.06B
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Q: TSU or SKWD for a 5 year hold? Are they too similar to hold both in a 25-30 stock portfolio?

Upvote 3

Read Answer Asked by Christian on July 29, 2025

• Winpak Ltd. (WPK $40.88)
  • $40.88 P/E (TTM): 12.62X Cap: $2.51B
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Q: Winpak has sold off sharply despite what looks to be reassurance that the back have of 2025 will start to show growth again (as they come out of a large capex cycle). Opportunity, or value trap?

Upvote 1

Read Answer Asked by Michael on July 29, 2025

• ICON plc (ICLR $185.21)
  • $185.21 P/E (TTM): 19.9X Cap: $15.31B
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Q: Hi, I'm curious your thoughts.

Upvote 1

Read Answer Asked by B on July 29, 2025

• Intermap Technologies Corporation (IMP $3.20)
  • $3.20 P/E (TTM): 80.31X Cap: $187M
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Q: The share price momentum appears to be accelerating lately with a surge in volume. An article in the globe outlined positive developments in its revenue base. How would you rank this now compared to your favourite small caps, especially in the defence sector?

Article link:
(https://www.theglobeandmail.com/investing/globe-advisor/advisor-funds/article-why-this-small-cap-manager-is-buying-intermap-and-cargojet-and/)

Upvote 2

Read Answer Asked by Alfred on July 29, 2025

• Salesforce Inc. (CRM $267.39)
  • $267.39 P/E (TTM): 42.29X Cap: $258.35B
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• ServiceNow Inc. (NOW $993.20)
  • $993.20 P/E (TTM): 133.75X Cap: $205.03B
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Q: I think the CRM and NOW will benefit from AI agents.

However these stocks are not performing well lately.

I am currently 10% down on both. Is it a good time to start DCA into them?

Upvote 4

Read Answer Asked by V on July 29, 2025

Q: Further to some news commentaries today, do you have any thoughts on market reaction if Trump discontinues trade negotiations with Canada and just imposes a flat tarriff? If that does happens can you suggest some income stocks that are potentially less at risk? Thank you

Upvote 6

Read Answer Asked by Ian on July 29, 2025

• QUALCOMM Incorporated (QCOM $162.08)
  • $162.08 P/E (TTM): 16.43X Cap: $176.83B
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Q: Hi there,

QCOMM seems to be on a roll in past few weeks is there any reason why? Do you see further upside?

Thank you.

Upvote 2

Read Answer Asked by Robert on July 29, 2025

• Robinhood Markets Inc. (HOOD $103.32)
  • $103.32 P/E (TTM): 61.01X Cap: $94.22B
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Q: After a great deal of scepticism, I have just begun dipping my toes into crypto. I have half a position in HOOD and would appreciate your advice on strategy going forward. As a balanced growth investor, how much exposure would you recommend in the crypto world? Assuming it's greater than the 2.5% currently held, how would you proceed? Thank you.

Upvote 3

Read Answer Asked by Maureen on July 29, 2025

Q: It seems that Japan's economy is in trouble and that we should all be taking note. The Japanese are the largest foreign holder of US Treasuries . If they start selling those Treasuries what impact would that have on the US economy and on the rest of the world ? There is an article in the Financial Post this morning entitled "Japan's Bond Market is flashing Red" Why investors should pay attention. Your comments would be most appreciated.

Upvote 7

Read Answer Asked by shirley on July 29, 2025

• Carrier Global Corporation (CARR $71.67)
  • $71.67 P/E (TTM): 53.45X Cap: $68.73B
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Q: Hi,
I have been holding Carrier, waiting for the quarterly results to take decision about holding it longer. On the surface the results look good. However the market does not like them.
What is your assessment of the results? It is not my core holding. Should I give it some time or deploy the proceeds elsewhere? I would like your opinion.
Regards.

Upvote 1

Read Answer Asked by Rajiv on July 29, 2025

• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $110.40)
  • $110.40 Cap: $285.73B
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Q: Thoughts on LVMH ? Thank You

Upvote 3

Read Answer Asked by francis on July 29, 2025

• BMO Covered Call Utilities ETF (ZWU $11.21)
  • $11.21 P/E (TTM): 47.01X Cap: $1.84B
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Q: What do you think of this holding for my sons FHSA? I would say he will deploy the money to buy a house within 5yrs. so a conservative investment is important. He has a total of $11000 to invest after a previous 5% yeilding GIC expired. Do you have any other suggestions? Thank you. John

Upvote 3

Read Answer Asked by John on July 29, 2025

• BCE Inc. (BCE $23.66)
  • $23.66 P/E (TTM): 77.98X Cap: $21.96B
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Q: Hi,

What's your opinion on BCE given the the Ziply acquisition and the macro picture?

Also, would you suggest a top 5 for Canada and top 5 for the US. I am looking for "quick and dirty" gains.

Cheers,
David

Upvote 6

Read Answer Asked by D on July 29, 2025

• BMO Global High Dividend Covered Call ETF (ZWG $31.68)
  • $31.68 P/E (TTM): 43.25X Cap: $279M
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• Global X S&P 500 Covered Call ETF (XYLD $38.94)
  • $38.94 P/E (TTM): 56.59X Cap: $3.11B
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• Global X S&P/TSX 60 Covered Call ETF (CNCC $12.79)
  • $12.79 Cap: $113M
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• BMO Global Enhanced Income Fund (ZWQT $17.25)
  • $17.25 P/E (TTM): 34.96X Cap: $15M
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Q: Hi can you name some lower risk covered call ETF's in Canada and USA that you would recommend that offer both income and growth and can be held over the long term vs. owning stocks and index funds.

Thanks!

Upvote 9

Read Answer Asked by Kim on July 29, 2025

• BMO International Dividend ETF (ZDI $26.38)
  • $26.38 P/E (TTM): 18.68X Cap: $656M
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $39.26)
  • $39.26 P/E (TTM): 10.93X Cap: $6.32B
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• iShares MSCI ACWI Ex US Index Fund (ACWX $61.24)
  • $61.24 P/E (TTM): 11.2X Cap: $6.47B
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• iShares International Dividend Growth ETF (IGRO $77.32)
  • $77.32 P/E (TTM): 7.04X Cap: $1.15B
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• Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $36.92)
  • $36.92 P/E (TTM): 8.75X Cap: $598M
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• CI International Quality Dividend Growth Index ETF (IQD $34.72)
  • $34.72 P/E (TTM): 1.36X Cap: $217M
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Q: Hello 5i...what would be your current favorite ETFs in the following criteria:

International ex N.America in $USD and $CDN overall market

International ex NA with Growth tilt and with Dividend tilt. $USD and $CDN

Perferance in RRIF vs TFSA..

Holding period > 5 yrs....

thanks/ Art

Upvote 5

Read Answer Asked by Arthur on July 29, 2025

• Miscellaneous (MISC)
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Q: With rich valuations in the market and inflation poised to move higher on tariff deals, what would be your asset mix to preserve capital while seeking a modest total return of around 4%?

Upvote 4

Read Answer Asked by Curtis on July 29, 2025

• Jacobs Solutions Inc. (J $142.79)
  • $142.79 P/E (TTM): 39.69X Cap: $17.21B
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Q: Jacobs Solutions Inc J:NYSE

In you opinion would this company be a buy right now?

Thank you.

Upvote 6

Read Answer Asked by Ross on July 29, 2025