Investment Q&A

• RTX Corporation (RTX $203.50)
  • $203.50 P/E (TTM): 41.26X Cap: $269.61B
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Q: Would RTX likely to appreciate much in the next year, or is it best just to sell now.

Upvote 3

Read Answer Asked by Howie on February 21, 2025

• Descartes Systems Group Inc. (The) (DSG $90.43)
  • $90.43 P/E (TTM): 43.25X Cap: $7.77B
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• Vertiv Holdings LLC Class A (VRT $190.15)
  • $190.15 P/E (TTM): 70.26X Cap: $72.64B
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• Cellebrite DI Ltd. (CLBT $14.28)
  • $14.28 Cap: $3.56B
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• Propel Holdings Inc. (PRL $24.70)
  • $24.70 P/E (TTM): 11.16X Cap: $972M
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• Lumine Group Inc. (LMN $20.30)
  • $20.30 P/E (TTM): 84.85X Cap: $5.20B
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Q: These stocks have pulled back recently. Would you be adding to these stocks at these levels and in what order would you add?

Are there other small caps you prefer?

Thanks
Tim

Upvote 18

Read Answer Asked by Timothy on February 21, 2025

• Booking Holdings Inc. (BKNG $4,644.64)
  • $4,644.64 P/E (TTM): 32.58X Cap: $149.71B
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• Block Inc. Class A (XYZ $56.79)
  • $56.79 P/E (TTM): 12.16X Cap: $34.50B
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Q: Hello,

Could you comment on Block and Booking quarterly earnings.

Thank you
Stephane

Upvote 1

Read Answer Asked by Stephane on February 21, 2025

• Broadcom Inc. (AVGO $320.33)
  • $320.33 P/E (TTM): 69.75X Cap: $1.56T
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• Costco Wholesale Corporation (COST $977.92)
  • $977.92 P/E (TTM): 67.5X Cap: $429.82B
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• Nasdaq Inc. (NDAQ $87.71)
  • $87.71 P/E (TTM): 34.48X Cap: $55.27B
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• AbbVie Inc. (ABBV $225.66)
  • $225.66 P/E (TTM): 170.24X Cap: $398.79B
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• Abbott Laboratories (ABT $109.02)
  • $109.02 P/E (TTM): 13.71X Cap: $190.24B
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• Accenture plc Class A (Ireland) (ACN $241.21)
  • $241.21 P/E (TTM): 21.7X Cap: $176.19B
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• BlackRock Inc. (BLK $1,070.08)
  • $1,070.08 P/E (TTM): 28.76X Cap: $173.71B
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• Salesforce Inc. (CRM $196.38)
  • $196.38 P/E (TTM): 28.34X Cap: $184B
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• The Walt Disney Company (DIS $104.22)
  • $104.22 P/E (TTM): 16.47X Cap: $185.23B
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• Home Depot Inc. (The) (HD $381.10)
  • $381.10 P/E (TTM): 25.55X Cap: $379.38B
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• Stryker Corporation (SYK $360.82)
  • $360.82 P/E (TTM): 48.56X Cap: $140.78B
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• Visa Inc. (V $328.93)
  • $328.93 P/E (TTM): 31.55X Cap: $639.64B
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• Synopsys Inc. (SNPS $419.14)
  • $419.14 P/E (TTM): 57.85X Cap: $80.18B
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• Brookfield Corporation Class A Limited (BN $44.63)
  • $44.63 P/E (TTM): 89.22X Cap: $104.62B
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Q: Please rank these stock for risk relative to the US Tariffs from High to Low....thanks....Tom

Upvote 5

Read Answer Asked by Tom on February 21, 2025

• Alphabet Inc. (GOOG $340.70)
  • $340.70 P/E (TTM): 33.42X Cap: $4.14T
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• Intuitive Surgical Inc. (ISRG $478.88)
  • $478.88 P/E (TTM): 66.61X Cap: $176.08B
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• Microsoft Corporation (MSFT $411.21)
  • $411.21 P/E (TTM): 30.6X Cap: $3.05T
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• NVIDIA Corporation (NVDA $180.34)
  • $180.34 P/E (TTM): 47.43X Cap: $4.51T
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• Boston Scientific Corporation (BSX $91.62)
  • $91.62 P/E (TTM): 50.02X Cap: $136.19B
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• The Trade Desk Inc. (TTD $27.18)
  • $27.18 P/E (TTM): 34.86X Cap: $14.38B
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• CrowdStrike Holdings Inc. (CRWD $421.73)
  • $421.73 Cap: $110.63B
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• Amazon.com CDR (CAD Hedged) (AMZN $27.65)
  • $27.65 P/E (TTM): 43.27X Cap: $3.55T
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Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom

Upvote 3

Read Answer Asked by Tom on February 21, 2025

Q: I have decided I need to put more resources into income funds and wonder what you think of the three etf’s mentioned. Currency conversion is not an issue.
Thanks for your thoughts, Lesley

Upvote 4

Read Answer Asked by Lesley on February 21, 2025

• ASGN Incorporated (ASGN $50.77)
  • $50.77 P/E (TTM): 17.6X Cap: $2.27B
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Q: Please comment on the latest quarterly results for ASGN and the outlook for this stock.

Upvote 1

Read Answer Asked by Larry M. on February 20, 2025

• The Trade Desk Inc. (TTD $27.18)
  • $27.18 P/E (TTM): 34.86X Cap: $14.38B
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• Applovin Corporation (APP $461.79)
  • $461.79 P/E (TTM): 57.4X Cap: $163.23B
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Q: TTD cratered and now keeps moving down. I didn't think earnings were THAT bad. Is this an overreaction or can you explain why the fall has been so harsh? Would you consider this a buying opportunity or is this a falling knife? Thanks!

Upvote 4

Read Answer Asked by RJ on February 20, 2025

• Shift4 Payments Inc. Class A (FOUR $54.12)
  • $54.12 P/E (TTM): 27.72X Cap: $5.18B
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Q: Hi,
Any thoughts on market reaction to earnings(seemed ok to me), CEO leaving, or recent purchase?
Cheers, Chris

Upvote 5

Read Answer Asked by Christopher on February 20, 2025

• Alphabet Inc. (GOOG $340.70)
  • $340.70 P/E (TTM): 33.42X Cap: $4.14T
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Q: I want to buy a CDR or a Canadian company that is not CSU.

My Question: what is your highest conviction stock that will most likely go up the most this year?

I know you don’t have a magic ball, but best guess.

Thanks.

Upvote 5

Read Answer Asked by David M. on February 20, 2025

• Microsoft Corporation (MSFT $411.21)
  • $411.21 P/E (TTM): 30.6X Cap: $3.05T
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• Zoetis Inc. Class A (ZTS $122.41)
  • $122.41 P/E (TTM): 21.01X Cap: $53.94B
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• Novo Nordisk A/S (NVO $50.30)
  • $50.30 P/E (TTM): 16.88X Cap: $363.68B
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Q: I am seeking single digit capital gain over the next 2 years which of the 3 companies would you buy. and why. what is the biggest risk for ZTS. is the competition from LLY now baked in to the price ofNVO thanks Richard

Upvote 2

Read Answer Asked by richard on February 20, 2025

• Booking Holdings Inc. (BKNG $4,644.64)
  • $4,644.64 P/E (TTM): 32.58X Cap: $149.71B
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• BlackRock Inc. (BLK $1,070.08)
  • $1,070.08 P/E (TTM): 28.76X Cap: $173.71B
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• Blackstone Inc. (BX $133.88)
  • $133.88 P/E (TTM): 40.81X Cap: $98.86B
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Q: Could you rank these three, best to worst as strong compounders, if in fact you believe them to be.
Thank You,
Barry

Upvote 4

Read Answer Asked by Barry on February 20, 2025

• Strategy Inc (MSTR $133.26)
  • $133.26 P/E (TTM): 7.11X Cap: $38.29B
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• Strategy Inc (STRK $81.25)
  • $81.25 P/E (TTM): 7.11X Cap: $45.53B
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Q: What are your thoughts on STRK?

Upvote 1

Read Answer Asked by Dustin on February 20, 2025

• Lantheus Holdings Inc. (LNTH $66.00)
  • $66.00 P/E (TTM): 28.24X Cap: $4.37B
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Q: I am interested in starting a position here. The recent acquisition they made should add to growth... unless it is not going well? Also I feel like I am motivated by its low price (opposite of momentum strategy). Any good news with the Q4 and LNTH should move higher. Your thoughts please.

Upvote 1

Read Answer Asked by Harry on February 20, 2025

• TransMedics Group Inc. (TMDX $135.72)
  • $135.72 P/E (TTM): 54.02X Cap: $4.63B
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Q: What is your current opinion of this stock..... do you think it will do well in the next 2 years?

Upvote 2

Read Answer Asked by Judith on February 20, 2025

• Nebius Group N.V. (NBIS $89.95)
  • $89.95 Cap: $20.99B
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Q: What did you learn from the NBIS quarterly report? Any key points regarding their fundamentals? Would you add to a position this morning?

Upvote 7

Read Answer Asked by Greg on February 20, 2025

• Celsius Holdings Inc. (CELH $50.36)
  • $50.36 P/E (TTM): 477.09X Cap: $13.22B
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Q: Good evening, what do you think of CELH moving up their earnings date to tomorrow from Mar? Have you seen this before? Why don’t think management would do this? The stock moved up on the news. Does it signal that it may be all that bad?

Thanks

Upvote 2

Read Answer Asked by Seamus on February 20, 2025

• Editas Medicine Inc. (EDIT $2.06)
  • $2.06 Cap: $196M
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Q: Hello,
Why Editas stock go up today?
Thanks!

Upvote 1

Read Answer Asked by Nancy on February 20, 2025

• West Pharmaceutical Services Inc. (WST $230.95)
  • $230.95 P/E (TTM): 34.24X Cap: $16.97B
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Q: Hi 5i,

What do you think of WST? It had a big correction.

Thank you

Upvote 1

Read Answer Asked by Francois on February 20, 2025

• Axon Enterprise Inc. (AXON $451.29)
  • $451.29 P/E (TTM): 152.55X Cap: $36.51B
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Q: Please comment on the recent significant draw down. Is the stock considered expensive at current levels?

thank you

Upvote 7

Read Answer Asked by Janice on February 20, 2025