Investment Q&A

• Apple Inc. (AAPL $268.77)
  • $268.77 P/E (TTM): 36.81X Cap: $4.01T
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Q: Do you have any concerns with Apple, it has been trending downward since bought into it

Upvote 2

Read Answer Asked by Brian on January 23, 2025

• iShares Russell 2000 Growth ETF (IWO $325.02)
  • $325.02 P/E (TTM): 22.72X Cap: $13.03B
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Q: Good morning, would you please explain the difference between these two and do you have a preference. IWV is not on your list
Thanks, Peter

Upvote 3

Read Answer Asked by Peter on January 22, 2025

• Crocs Inc. (CROX $89.94)
  • $89.94 P/E (TTM): 29.85X Cap: $4.65B
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Q: I hold CROX and 2024 has been a roller coaster ride. Still up a bit though.
I am looking for clarity on holding it, based on 2 recent responses.
Dec 13, Dick asked about top 3 growth stocks in USA, and CROX made that coveted list.
Jan 22, Dave asked to rank 6 specific stocks for growth, based on 2025 estimates. On that puny list, CROX ended up last, with 0% growth forecast.
I cannot rationalize those two responses. In one case, it is one of the top stocks in America; in the other, it is last amongst six. Looking for clarity on what to think of CROX for 2025. Many thanks.
(another) Dave

Upvote 3

Read Answer Asked by Dave on January 22, 2025

• LyondellBasell Industries NV Class A (Netherlands) (LYB $43.17)
  • $43.17 Cap: $14.08B
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• SCE Trust II Trust Preferred Securities (SCE.P.G $18.05)
  • $18.05 P/E (TTM): 3.26X Cap: $10.86B
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Q: Looking to sell LYB and purchase one of these two preferred shares can you tell me which one you prefer and why ? Both these stocks have wild fire issues out west in the USA. Maybe I should just be more patient with LYB to grow thus getting a capital gain as the dividends are about the same.

Upvote 2

Read Answer Asked by Mark on January 22, 2025

• Broadcom Inc. (AVGO $325.37)
  • $325.37 P/E (TTM): 87.07X Cap: $1.53T
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• Micron Technology Inc. (MU $247.32)
  • $247.32 P/E (TTM): 30.63X Cap: $253.13B
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• NVIDIA Corporation (NVDA $173.15)
  • $173.15 P/E (TTM): 44.1X Cap: $4.15T
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• Pure Storage Inc. Class A (PSTG $66.88)
  • $66.88 P/E (TTM): 178.77X Cap: $21.89B
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• Celestica Inc. (CLS $270.43)
  • $270.43 P/E (TTM): 47.79X Cap: $31.71B
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• Vertiv Holdings LLC Class A (VRT $152.95)
  • $152.95 P/E (TTM): 60.63X Cap: $57.28B
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• Arm Holdings plc (ARM $114.50)
  • $114.50 P/E (TTM): 161.47X Cap: $121.37B
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• Nebius Group N.V. (NBIS $77.93)
  • $77.93 Cap: $17.96B
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Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.

Upvote 17

Read Answer Asked by Ken on January 22, 2025

• Nebius Group N.V. (NBIS $77.93)
  • $77.93 Cap: $17.96B
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Q: What effect does the $500 billion into AI Infrastructure announced by Trump have on Nebius? It seems like this money will build datacentres that they too are building.

Upvote 7

Read Answer Asked by Michael on January 22, 2025

• Blue Owl Capital Corporation (OBDC $12.83)
  • $12.83 P/E (TTM): 9.21X Cap: $6.59B
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Q: Do you have updates from your last comments on Blue Owl? It seems to be stagnating

Upvote 2

Read Answer Asked by Margot on January 22, 2025

• Booking Holdings Inc. (BKNG $5,366.18)
  • $5,366.18 P/E (TTM): 35.42X Cap: $172.16B
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Q: I've been watching this stock for sometime. What is a better and best entry point on valuation that you find?

I don't normally pick up this sector hence the sideline. However it may approach a can't miss pullback.

What are your thoughts? Thank you.

Upvote 3

Read Answer Asked by Adam on January 22, 2025

• Tempus AI Inc. (TEM $63.65)
  • $63.65 Cap: $11.49B
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Q: What can you tell us about this company which apparently Nancy Pelosi, queen of the insiders just bought a fairly large amount of ?

Upvote 4

Read Answer Asked by JOHN on January 22, 2025

• American Tower Corporation (REIT) (AMT $177.54)
  • $177.54 P/E (TTM): 28.57X Cap: $83.55B
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Q: I am getting frustrated with AMT. It has a medium dividend, but seems to keep slipping away. It looked like it was improving last fall but then fell again. What are your thoughts? Is it time to take my small loss and move on?

Upvote 4

Read Answer Asked by Gordon on January 22, 2025

• Amgen Inc. (AMGN $322.46)
  • $322.46 P/E (TTM): 25.23X Cap: $175.55B
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• Merck & Company Inc. (MRK $99.99)
  • $99.99 P/E (TTM): 12.99X Cap: $246.16B
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Q: Hi,

May I please have your take on the Gardasil vaccine lawsuit against Merck. Does this affect the fundamental investment thesis of Merck as a conservative, inexpensive stock with a decent dividend. I note the share price is down about 16% in the last year.

Would you be able to provide a couple of better options in the US healthcare space? I already own ISRG and LLY.

Thank you, Michael

Upvote 2

Read Answer Asked by Michael on January 21, 2025

Q: This stock is on a tear. Any thougts or comments? Is it buyable?

Upvote 3

Read Answer Asked by David on January 21, 2025

• Booking Holdings Inc. (BKNG $5,366.18)
  • $5,366.18 P/E (TTM): 35.42X Cap: $172.16B
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Q: Hi Guys

Any idea why Booking Holding is off 5% today on Nasdaq and has been falling since December?

Thanks Stuart

Upvote 2

Read Answer Asked by Stuart on January 21, 2025

• Booking Holdings Inc. (BKNG $5,366.18)
  • $5,366.18 P/E (TTM): 35.42X Cap: $172.16B
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Q: Booking is down almost 5% today, down 240 at this moment. I can't find any news. Do you have any insight into why the big drop today, in an otherwise ok market? When will they report year end results?

Upvote 0

Read Answer Asked by arnold on January 21, 2025

• Rocket Lab Corporation (RKLB $56.21)
  • $56.21 Cap: $28.82B
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Q: Nice pop today on Rocket Lab! Am I correct in guessing its because Elons rocket blew up? Any other comments??

Upvote 1

Read Answer Asked by David on January 21, 2025

• Quanta Services Inc. (PWR $420.44)
  • $420.44 P/E (TTM): 64.96X Cap: $61.77B
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• Capital Power Corporation (CPX $59.91)
  • $59.91 P/E (TTM): 21.41X Cap: $9.29B
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• Talen Energy Corp (TLNW)
  • P/E (TTM): 126.82X
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• Vistra Corp. (VST $165.98)
  • $165.98 P/E (TTM): 63.77X Cap: $54.20B
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• GE Vernova Inc. (GEV $642.98)
  • $642.98 P/E (TTM): 111.4X Cap: $166.64B
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Q: Of these 'electrification' plays which are your favourites and why for a long term hold?

Upvote 6

Read Answer Asked by Graeme on January 21, 2025

• iShares S&P/TSX Capped Financials Index ETF (XFN $77.60)
  • $77.60 P/E (TTM): 11.82X Cap: $1.97B
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• BMO Equal Weight REITs Index ETF (ZRE $22.05)
  • $22.05 P/E (TTM): 18.91X Cap: $583M
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• BMO MSCI USA High Quality Index ETF (ZUQ $97.34)
  • $97.34 P/E (TTM): 28.41X Cap: $1.21B
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• BMO S&P 500 Index ETF (ZSP $102.28)
  • $102.28 P/E (TTM): 26.1X Cap: $20.78B
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• iShares Core S&P U.S. Total Market Index ETF (XUU $68.46)
  • $68.46 P/E (TTM): 26.96X Cap: $3.92B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.42)
  • $50.42 P/E (TTM): 20.73X Cap: $21.25B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $79.62)
  • $79.62 P/E (TTM): 54.66X Cap: $712M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $31.86)
  • $31.86 P/E (TTM): 21.8X Cap: $294M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.50)
  • $40.50 P/E (TTM): 14.68X Cap: $1.09B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.05)
  • $103.05 Cap: $2.25B
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• Vanguard Balanced ETF Portfolio (VBAL $36.88)
  • $36.88 P/E (TTM): 11.54X Cap: $4.34B
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• Vanguard All-Equity ETF Portfolio (VEQT $54.04)
  • $54.04 P/E (TTM): 14.03X Cap: $10.05B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $111.61)
  • $111.61 P/E (TTM): 29.65X Cap: $1.96B
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Q: Hello Peter,
I tried to balance growth and income as well as dividends (no with holding tax in RRSP for US stocks but there is in TFSA), and hence, can you let me know if these make sense for a mid 20s person starting off to have a more growth in TFSA and more income in RRSP.
TFSA: veqt, vgg, and xfn and maybe xic ( veqt has cdn exposure so thought i would exclude xic )
RRSP: vbal, zuq, xic, and xuu all of these trade on tsx. Much appreciated.

Upvote 8

Read Answer Asked by umedali on January 21, 2025

• Meta Platforms Inc. (META $662.27)
  • $662.27 P/E (TTM): 29.1X Cap: $1.63T
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• Alphabet Inc. (GOOG $301.34)
  • $301.34 P/E (TTM): 30.38X Cap: $3.69T
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• Johnson & Johnson (JNJ $210.62)
  • $210.62 P/E (TTM): 20.2X Cap: $506.74B
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• Lockheed Martin Corporation (LMT $471.81)
  • $471.81 P/E (TTM): 26.56X Cap: $109.86B
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• Berkshire Hathaway Inc. (BRK.A $754,345.49)
  • $754,345.49 P/E (TTM): 15.97X Cap: $1.08T
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Q: US Conservative Growth is my interest, along the lines of JPM. Please name your recommended 5 US conservative growth stocks that are investable today and what distinguishes them on a risk/reward basis.

Upvote 7

Read Answer Asked by sam on January 21, 2025

• Intuit Inc. (INTU $670.61)
  • $670.61 P/E (TTM): 45.97X Cap: $183.96B
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Q: Hi, can I get your view on Intuit and how it might be affected by AI possibly in a bad way? I have a 35% gain in the stock with a 1% holding. Would you take that money off the table now and move it into something else or do you have a more positive outlook on it. I welcome your suggestions on stocks or sectors you might favour going forward from here. Thank you!

Upvote 5

Read Answer Asked by Harry on January 21, 2025

• Kinder Morgan Inc. (KMI $26.81)
  • $26.81 P/E (TTM): 21.58X Cap: $59.28B
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Q: I have been following KMI for some time. I did own it at one time but sold it on a pop and have been waiting for an opportunity to get back in. Since then, it has been having a good run while paying a substantial dividend. I am wondering if you think there is still opportunity in this name or if I have missed it and should look elsewhere.
Your thoughts will be appreciated along with any alternative suggestions.
Ian

Upvote 3

Read Answer Asked by Ian on January 21, 2025