Not in your portfolios · Potentially undervalued · June 2026 · Not financial advice
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AVGOBroadcom Inc.
PEG 0.87 · Strong Buy
P/E 31x · fwd growth 29%+
AI chip infrastructure play. AI revenue grew 106% YoY. Down 18% from highs despite record earnings. PEG under 1.0 = rare for a semiconductor leader. Complements your NVDA & AMD.
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CMCSAComcast Corp
P/E 5.2x · Cheapest S&P500
Dividend yield ~3.5%
Lowest P/E in the S&P 500 as of April 2026. Cable + Peacock streaming + Universal theme parks. Market is pricing in cord-cutting fears but broadband moat remains very strong. Deep value.
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MUMicron Technology
P/E 9x · AI memory play
HBM demand accelerating
High Bandwidth Memory (HBM) is in every AI GPU. Micron is one of only 3 HBM suppliers globally. Trading at a fraction of NVDA's multiple despite being essential to AI infrastructure. Cyclical but cheap.
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BRK.BBerkshire Hathaway B
P/B 1.4x · $334B cash
Defensive + value
Buffett is sitting on $334B cash — unprecedented. Historically buys aggressively in downturns. P/B near 10-year lows. Good defensive hedge against your growth-heavy portfolio.
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MRVLMarvell Technology
+23.8% surge · AI switch
Custom AI silicon growth
Just announced 102.4 Tbps AI data center switch — fastest in the world. Growing custom ASIC business with Amazon, Google, Microsoft. Cheaper than NVDA on a PEG basis. Strong Buy consensus.
⚠️ Research summary only. Not financial advice. Always do your own research before investing.
Annual income vs expenses over 10 years. Expenses drop at your rental mortgage renewal as the remaining balance reduces.
💡 Canadian Tax Note: Rental income minus eligible expenses is reported on CRA Form T776. Keep receipts for all expenses. Capital improvements (new roof, reno) are depreciated, not expensed. Consult your accountant for your specific situation.
Rates · mortgage details · amortization
BoC Key Rate
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Live
5yr Variable (est.)
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Prime − 0.85%
5yr Fixed (est.)
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Approx · check lender
Prime Rate (est.)
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BoC + 2.20%
Primary Home Mortgage
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Details
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💰Original Loan (CAD)$
📊Interest Rate (%)
📅Amortization (years)
🔄Renewal Date
Est. Monthly Payment
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Principal + Interest · CAD
Rental Property Mortgage
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Details
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💰Original Loan (CAD)$
📊Interest Rate (%)
📅Amortization (years)
🔄Renewal Date
Est. Monthly Payment
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Principal + Interest · CAD
Amortization · Primary Home
Enter Primary Mortgage details above
Paid Off In
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Total Interest
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Blue = balance · Green = principal paid · Gold = interest paid
Amortization · Rental
Enter Rental Mortgage details above
Paid Off In
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Total Interest
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BoC Rate History
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