Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.63)
  • $51.63 P/E (TTM): 13.65X Cap: $22.25B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.27)
  • $80.27 P/E (TTM): 54.66X Cap: $747M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $41.22)
  • $41.22 P/E (TTM): 15.33X Cap: $1.09B
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• Vanguard Dividend Appreciation FTF (VIG $223.22)
  • $223.22 P/E (TTM): 25.41X Cap: $98.68B
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• SPDR S&P 500 ETF Trust (SPY $689.51)
  • $689.51 P/E (TTM): 26.22X Cap: $719.87B
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• iShares Russell 2000 ETF (IWM $258.27)
  • $258.27 P/E (TTM): 18.08X Cap: $76.40B
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• Vanguard Growth ETF Portfolio (VGRO $43.85)
  • $43.85 P/E (TTM): 3.74X Cap: $8.64B
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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 $26.56)
  • $26.56 P/E (TTM): 65.05X Cap: $4.01B
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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 $31.07)
  • $31.07 P/E (TTM): 317.8X Cap: $2.01B
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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 $108.86)
  • $108.86 Cap: $16.08B
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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 $7.65)
  • $7.65 Cap: $379M
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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 $31.07)
  • $31.07 P/E (TTM): 317.8X Cap: $2.01B
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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 $63.33)
  • $63.33 P/E (TTM): 14.6X Cap: $75.31B
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• Cenovus Energy Inc. (CVE $22.70)
  • $22.70 P/E (TTM): 13.04X Cap: $39.31B
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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 $23.25)
  • $23.25 P/E (TTM): 6.06X Cap: $13.40B
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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 $10.93)
  • $10.93 P/E (TTM): 9.52X Cap: $12.94B
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• Baytex Energy Corp. (BTE $4.60)
  • $4.60 P/E (TTM): 15.29X Cap: $3.30B
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• Tamarack Valley Energy Ltd. (TVE $7.65)
  • $7.65 Cap: $379M
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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 $259.04)
  • $259.04 P/E (TTM): 35.17X Cap: $3.84T
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• Meta Platforms Inc. (META $646.06)
  • $646.06 P/E (TTM): 29.26X Cap: $1.63T
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• Alphabet Inc. (GOOG $326.01)
  • $326.01 P/E (TTM): 31.05X Cap: $3.88T
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• Microsoft Corporation (MSFT $478.11)
  • $478.11 P/E (TTM): 34.03X Cap: $3.59T
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• NVIDIA Corporation (NVDA $185.04)
  • $185.04 P/E (TTM): 46.46X Cap: $4.59T
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• Booking Holdings Inc. (BKNG $5,445.00)
  • $5,445.00 P/E (TTM): 34.84X Cap: $175.53B
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• QUALCOMM Incorporated (QCOM $181.87)
  • $181.87 P/E (TTM): 36.42X Cap: $192.98B
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• Atlassian Corporation (TEAM $149.43)
  • $149.43 Cap: $42.32B
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• Crocs Inc. (CROX $86.57)
  • $86.57 P/E (TTM): 29.02X Cap: $4.49B
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• CrowdStrike Holdings Inc. (CRWD $463.87)
  • $463.87 Cap: $120.73B
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• Digital Turbine Inc. (APPS $4.91)
  • $4.91 Cap: $576M
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• Unity Software Inc. (U $45.28)
  • $45.28 Cap: $19.37B
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• Matterport Inc. (MTTR)
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Q: We hold the following in a registered US$ '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 $4.17)
  • $4.17 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 $58.80)
  • $58.80 P/E (TTM): 20.58X Cap: $9.22B
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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 $5.90)
  • $5.90 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 $35.43)
  • $35.43 P/E (TTM): 23.8X Cap: $4.53B
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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 $5.35)
  • $5.35 Cap: $109M
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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 $20.80)
  • $20.80 P/E (TTM): 26.6X Cap: $2.09B
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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 $6.02)
  • $6.02 P/E (TTM): 25.59X Cap: $3.21B
  • 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 $19.68)
  • $19.68 Cap: $5.81B
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• Lundin Mining Corporation (LUN $31.15)
  • $31.15 Cap: $26.64B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.05)
  • $0.05 Cap: $7M
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• MEDIFAST INC (MED $11.03)
  • $11.03 P/E (TTM): 32.82X Cap: $117M
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• Unity Software Inc. (U $45.28)
  • $45.28 Cap: $19.37B
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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 $37.95)
  • $37.95 P/E (TTM): 566.3X Cap: $31.82B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $68.46)
  • $68.46 P/E (TTM): 28.47X Cap: $33.65B
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• Lundin Mining Corporation (LUN $31.15)
  • $31.15 Cap: $26.64B
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• Ivanhoe Mines Ltd. (IVN $15.90)
  • $15.90 P/E (TTM): 55.01X Cap: $22.57B
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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 $69.80)
  • $69.80 P/E (TTM): 45.59X Cap: $13.93B
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• Unity Software Inc. (U $45.28)
  • $45.28 Cap: $19.37B
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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 $70.31)
  • $70.31 P/E (TTM): 47.06X Cap: $207.69B
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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