Investment Q&A

• Apple Inc. (AAPL $248.80)
  • $248.80 P/E (TTM): 31.83X Cap: $3.65T
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• Alphabet Inc. (GOOGL $274.34)
  • $274.34 P/E (TTM): 27.94X Cap: $3.31T
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• Illumina Inc. (ILMN $117.67)
  • $117.67 P/E (TTM): 22.63X Cap: $17.99B
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• Microsoft Corporation (MSFT $356.77)
  • $356.77 P/E (TTM): 23.95X Cap: $2.64T
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• Booking Holdings Inc. (BKNG $4,062.14)
  • $4,062.14 P/E (TTM): 26.46X Cap: $128.66B
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• Visa Inc. (V $295.52)
  • $295.52 P/E (TTM): 28.59X Cap: $566.21B
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• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
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• Crocs Inc. (CROX $79.54)
  • $79.54 Cap: $3.99B
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• Axon Enterprise Inc. (AXON $429.94)
  • $429.94 P/E (TTM): 335.95X Cap: $34.56B
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• Lantheus Holdings Inc. (LNTH $74.47)
  • $74.47 P/E (TTM): 22.34X Cap: $4.83B
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Q: Hi folks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your 3 recommendations that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,

Upvote 0

Read Answer Asked by JOHN on April 11, 2023

• PayPal Holdings Inc. (PYPL $43.59)
  • $43.59 P/E (TTM): 8.41X Cap: $40.13B
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• Visa Inc. (V $295.52)
  • $295.52 P/E (TTM): 28.59X Cap: $566.21B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
  • $155.42 P/E (TTM): 131.37X Cap: $202.68B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Shift4 Payments Inc. Class A (FOUR $44.48)
  • $44.48 P/E (TTM): 62.99X Cap: $3.61B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: I'm looking to sell some of my Lightspeed positions and looking for an alternative in the same space.

- I have a huge loss with LSPD, and looking for best proxy to recoup some losses going forward...

- Not interested in 5+ year investment, as too much can change...

- I'm looking for a recommendation of a candidate that has great prospects 1-2 years, 3 max

- I'm open to any suggestions & ideas other than the companies I listed in my question as well

Upvote 0

Read Answer Asked by michael on April 11, 2023

• Amazon.com Inc. (AMZN $199.34)
  • $199.34 P/E (TTM): 29.31X Cap: $2.13T
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• Alphabet Inc. (GOOG $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.31T
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• Microsoft Corporation (MSFT $356.77)
  • $356.77 P/E (TTM): 23.95X Cap: $2.64T
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• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
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• Tesla Inc. (TSLA $361.83)
  • $361.83 P/E (TTM): 352.64X Cap: $1.35T
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• Atrium Mortgage Investment Corporation (AI $11.51)
  • $11.51 P/E (TTM): 12.11X Cap: $547M
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• Advanced Micro Devices Inc. (AMD $201.99)
  • $201.99 P/E (TTM): 76.48X Cap: $329.32B
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• GLOBAL X FDS (BOTZ $32.46)
  • $32.46 P/E (TTM): 57.87X Cap: $2.93B
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• iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
  • P/E (TTM): 35.8X Cap: $661M
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Q: Can I get your 3 or 4 picks for Ai stocks or ETF,s

Upvote 0

Read Answer Asked by Scott on April 10, 2023

• Photronics Inc. (PLAB $39.60)
  • $39.60 P/E (TTM): 17.22X Cap: $2.33B
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Q: i am going to buy this stock next week. is there any reason i should not?

Upvote 1

Read Answer Asked by brian on April 10, 2023

• Everpure Inc. Class A (PSTG $58.98)
  • $58.98 P/E (TTM): 165.28X Cap: $19.48B
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Q: would you recommend buying this company at this time

Upvote 0

Read Answer Asked by brian on April 10, 2023

• Intuit Inc. (INTU $416.44)
  • $416.44 P/E (TTM): 29.73X Cap: $115.16B
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Q: Recently there has been some work done on distortions introduced by excluding stock based compensation from the financial statements. According to one London fund manager adding back $1.8 billion of compensation expenses actually places Intuit's P/E ratio at 43 rather than 28 times, which on the face of it seems worrisome. What is your take on this?

https://finance.yahoo.com/news/evaluate-intuit-intu-stock-125237588.html

Upvote 0

Read Answer Asked by Andrew on April 10, 2023

• Palo Alto Networks Inc. (PANW $147.02)
  • $147.02 P/E (TTM): 90.64X Cap: $119.96B
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• CrowdStrike Holdings Inc. (CRWD $369.58)
  • $369.58 Cap: $93.73B
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Q: Peter; I’m debating adding to CRWD or buying some PANW? Thanks
Rod

Upvote 0

Read Answer Asked by Rodney on April 10, 2023

• Super Micro Computer Inc. (SMCI $21.97)
  • $21.97 P/E (TTM): 15.87X Cap: $13.15B
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Q: Hi there, what do you make of the webbush report downgrading Smci and warning of -37% downside? Thanks.

Jason

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Read Answer Asked by Jason on April 06, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Is there any reason for the recent drop in this stock? It is approaching 52 week lows. Would you consider it a buy today?

Upvote 0

Read Answer Asked by Donald on April 06, 2023

• Aehr Test Systems (AEHR $32.52)
  • $32.52 Cap: $996M
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Q: Can you comment on AEHR's recent quarter earning report? It looks both earning and revenue are above estimate, why the stock drop so much after the earning report?

Thanks,

Upvote 0

Read Answer Asked by Adam on April 06, 2023

• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
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• Advanced Micro Devices Inc. (AMD $201.99)
  • $201.99 P/E (TTM): 76.48X Cap: $329.32B
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Q: For approximately 10 month of the last year (March 22 to Jan 23) AMD and NVDA stock prices acted similarly but in Feb 23 ADM stock price leveled off and then dropped while NVDA continued to climb. Was there any specific circumstance that caused this divergence? At this time what entry price for each of these stocks would you suggest. Thanks
Mike

Upvote 0

Read Answer Asked by Michael on April 06, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
  • $155.42 P/E (TTM): 131.37X Cap: $202.68B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: What do you consider good entry points for shop and nvei?

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Read Answer Asked by Gary on April 06, 2023

Q: What are your thoughts on this business and future potential?

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Read Answer Asked by Chris on April 05, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $90.84)
  • $90.84 P/E (TTM): 312.2X Cap: $12.22B
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Q: Which one would you prefer between NVEI & TOI if you have to choose one and why

Thanks for the great service

Upvote 0

Read Answer Asked by Hector on April 05, 2023

• State Street SPDR S&P Semiconductor ETF (XSD $319.15)
  • $319.15 P/E (TTM): 34.49X Cap: $1.58B
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $323.48)
  • $323.48 P/E (TTM): 38.05X Cap: $20.08B
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• VanEck Vectors Semiconductor ETF (SMH $374.25)
  • $374.25 P/E (TTM): 35.18X Cap: $44.99B
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Q: Good afternoon,

Q1. I would appreciate your thoughts on initiating a position in the Semiconductor sector at this time.

Q2. What are your thoughts on XSD ETF and do you have a better recommendation in this sector.

Many thanks and I'll await for your response and sage advice.

Upvote 0

Read Answer Asked by Francesco on April 04, 2023

• Walmart Inc. (WMT $122.89)
  • $122.89 Cap: $979.72B
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Q: Hello 5i
Could I have your assessment Symbiotic (SYM)please?
Thank you
Dave

Upvote 0

Read Answer Asked by Dave on April 04, 2023

• Quisitive Technology Solutions Inc. (QUIS $0.56)
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Q: Could you comment on the Q4 and full year numbers. Is this becoming a profitable co. Would you buy?

Upvote 0

Read Answer Asked by Harry on April 04, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Which would you say has more potential to be very successful, NVEI or LSPD?

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Read Answer Asked by Jim on April 04, 2023

• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
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Q: I am currently 14.5% NVDA in a 1.2M portfolio. Should I trim back my shares and go into QQQ or VGT?

Upvote 0

Read Answer Asked by Brucey on April 04, 2023

• BRP Inc. Subordinate Voting Shares (DOO $91.83)
  • $91.83 Cap: $6.71B
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• EQB Inc. (EQB $110.84)
  • $110.84 P/E (TTM): 18.49X Cap: $4.05B
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• Copart Inc. (CPRT $32.43)
  • $32.43 P/E (TTM): 21.0X Cap: $31.24B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Brookfield Corporation Class A Limited Voting Shares (BN $54.17)
  • $54.17 P/E (TTM): 79.62X Cap: $121.18B
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• Lumine Group Inc. (LMN $21.34)
  • $21.34 P/E (TTM): 90.16X Cap: $5.47B
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Q: The top spots on my watchlist contains the following names (Adyen doesn't come up in your search so it won't show in the company box above. Would you rank in which order you would add to or start a position in these names based on our current situation. The companies are ADYEN, DOO, EQB, LUMINE, BN, NVEI, Copart. Thx

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Read Answer Asked by Adam on April 03, 2023