Investment Q&A

• Apple Inc. (AAPL $277.55)
  • $277.55 P/E (TTM): 37.03X Cap: $4.10T
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• Amazon.com Inc. (AMZN $229.16)
  • $229.16 P/E (TTM): 32.44X Cap: $2.44T
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• Meta Platforms Inc. (META $633.61)
  • $633.61 P/E (TTM): 28.18X Cap: $1.59T
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• Alphabet Inc. (GOOG $320.28)
  • $320.28 P/E (TTM): 31.95X Cap: $3.86T
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• Microsoft Corporation (MSFT $485.50)
  • $485.50 P/E (TTM): 33.93X Cap: $3.60T
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• NVIDIA Corporation (NVDA $180.26)
  • $180.26 P/E (TTM): 50.66X Cap: $4.38T
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• Arm Holdings plc (ARM $132.61)
  • $132.61 P/E (TTM): 175.25X Cap: $140.46B
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Q: - I sense something happening these days with the whole space in tech, with AI, Information, etc on how its controlled, used, etc...

- Companies like Google and Microsoft have been targeted with lawsuits from many countries, based on Size , Monopoly and Other concerns...
- Companies like NVDA, ARM,AAPL and META are also included in my question...

- The Trump Factor is also a concern...

1. How do you see this playing out for these tech companies playing out ? Short/Long Term

2. Which are the best in class to weather the storm ?

3. Who is the Most Vulnerable To successful lawsuits against or breakup?

4. Best Pick/Picks To Buy and Hold Going Forward??

Thanks,
M

Upvote 10

Read Answer Asked by michael on November 29, 2024

• Booz Allen Hamilton Holding Corporation (BAH $83.25)
  • $83.25 P/E (TTM): 12.77X Cap: $10.09B
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Q: Please provide comment on BAH. Why the recent pullback? Buying opportunity?

Upvote 2

Read Answer Asked by Kelly on November 28, 2024

• Apple Inc. (AAPL $277.55)
  • $277.55 P/E (TTM): 37.03X Cap: $4.10T
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• Amazon.com Inc. (AMZN $229.16)
  • $229.16 P/E (TTM): 32.44X Cap: $2.44T
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• Meta Platforms Inc. (META $633.61)
  • $633.61 P/E (TTM): 28.18X Cap: $1.59T
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• Alphabet Inc. (GOOG $320.28)
  • $320.28 P/E (TTM): 31.95X Cap: $3.86T
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• Intuitive Surgical Inc. (ISRG $574.23)
  • $574.23 P/E (TTM): 76.47X Cap: $205.84B
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• Microsoft Corporation (MSFT $485.50)
  • $485.50 P/E (TTM): 33.93X Cap: $3.60T
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• NVIDIA Corporation (NVDA $180.26)
  • $180.26 P/E (TTM): 50.66X Cap: $4.38T
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• Eli Lilly and Company (LLY $1,104.34)
  • $1,104.34 P/E (TTM): 54.3X Cap: $1.04T
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• The Trade Desk Inc. (TTD $39.11)
  • $39.11 P/E (TTM): 44.93X Cap: $18.91B
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• Axon Enterprise Inc. (AXON $533.17)
  • $533.17 P/E (TTM): 167.69X Cap: $42.07B
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• CrowdStrike Holdings Inc. (CRWD $501.54)
  • $501.54 Cap: $125.86B
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• Jacobs Solutions Inc. (J $135.86)
  • $135.86 P/E (TTM): 56.11X Cap: $15.85B
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• Vertiv Holdings LLC Class A (VRT $172.02)
  • $172.02 P/E (TTM): 63.99X Cap: $65.68B
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• Amentum Holdings Inc. (AMTM $29.33)
  • $29.33 Cap: $7.14B
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Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!

Upvote 20

Read Answer Asked by Andrew on November 28, 2024

• Wolverine World Wide Inc. (WWW $16.28)
  • $16.28 P/E (TTM): 15.01X Cap: $1.30B
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Q: Wolverine Worldwide (WWW NYSE).

Worth buying or or just another useless company?

Thank you.

Upvote 2

Read Answer Asked by Ross on November 28, 2024

• Eastman Kodak Company Common New (KODK $7.62)
  • $7.62 Cap: $734M
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Q: This caught my eye today, up 8% and apparently with a cash position of about 1.2B, and more in cash than market value of about 500m?! New plant starting up soon…

I don’t even know how Kodak is still around… is this worth a higher risk play?

Upvote 3

Read Answer Asked by Cameron on November 28, 2024

Q: Is the new combined company Primo Brands Corp overvalued at these levels? Are they in too much debt due to the merger?

Upvote 3

Read Answer Asked by MG on November 28, 2024

• Uber Technologies Inc. (UBER $85.66)
  • $85.66 P/E (TTM): 14.26X Cap: $177.98B
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• Cellebrite DI Ltd. (CLBT $16.83)
  • $16.83 Cap: $4.03B
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Q: I currently hold a 1.75% position in UBER and 2.65% position in CLBT, both in registered accounts. Considering selling UBER to top up CLBT to 4.4%. Can you please comment on comparative prospects for both (risk/reward) and indicate - if this were your portfolio - if you would be inclined to build a full position in CLBT. Thank you.

Upvote 7

Read Answer Asked by Maureen on November 28, 2024

• iShares Core S&P Small-Cap ETF (IJR $120.78)
  • $120.78 P/E (TTM): 17.9X Cap: $87.88B
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• Vanguard S&P Small-Cap 600 ETF (VIOO $112.47)
  • $112.47 P/E (TTM): 17.21X Cap: $3.16B
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Q: In response to your market update of Nov.26; can you recommend an ETF for the S&P 600?

Upvote 5

Read Answer Asked by James on November 28, 2024

• CrowdStrike Holdings Inc. (CRWD $501.54)
  • $501.54 Cap: $125.86B
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Q: If no one has already asked, please comment on CrowdStrike. Thank you.

Upvote 9

Read Answer Asked by Sandra on November 28, 2024

• Amazon.com Inc. (AMZN $229.16)
  • $229.16 P/E (TTM): 32.44X Cap: $2.44T
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• Alphabet Inc. (GOOG $320.28)
  • $320.28 P/E (TTM): 31.95X Cap: $3.86T
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• Intuitive Surgical Inc. (ISRG $574.23)
  • $574.23 P/E (TTM): 76.47X Cap: $205.84B
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• NVIDIA Corporation (NVDA $180.26)
  • $180.26 P/E (TTM): 50.66X Cap: $4.38T
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• Booking Holdings Inc. (BKNG $4,911.85)
  • $4,911.85 P/E (TTM): 31.96X Cap: $158.32B
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• Enghouse Systems Limited (ENGH $20.23)
  • $20.23 P/E (TTM): 14.8X Cap: $1.10B
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• TFI International Inc. (TFII $122.21)
  • $122.21 P/E (TTM): 22.46X Cap: $10.03B
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• BRP Inc. Subordinate Voting Shares (DOO $96.99)
  • $96.99 Cap: $7.11B
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• Kinaxis Inc. (KXS $176.21)
  • $176.21 P/E (TTM): 105.91X Cap: $4.95B
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• Thomson Reuters Corporation (TRI $188.29)
  • $188.29 P/E (TTM): 34.61X Cap: $83.70B
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• goeasy Ltd. (GSY $135.20)
  • $135.20 P/E (TTM): 9.37X Cap: $2.12B
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• EQB Inc. (EQB $87.24)
  • $87.24 P/E (TTM): 9.86X Cap: $3.35B
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• Novo Nordisk A/S (NVO $48.71)
  • $48.71 P/E (TTM): 13.4X Cap: $363.68B
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• Advanced Micro Devices Inc. (AMD $214.24)
  • $214.24 P/E (TTM): 102.45X Cap: $335.58B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $112.34)
  • $112.34 P/E (TTM): 45.67X Cap: $12.78B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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• Axon Enterprise Inc. (AXON $533.17)
  • $533.17 P/E (TTM): 167.69X Cap: $42.07B
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• Galaxy Digital Inc. Class A common stock (GLXY $37.31)
  • $37.31 Cap: $14.39B
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• CrowdStrike Holdings Inc. (CRWD $501.54)
  • $501.54 Cap: $125.86B
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• Docebo Inc. (DCBO $29.23)
  • $29.23 P/E (TTM): 28.49X Cap: $839M
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• Cellebrite DI Ltd. (CLBT $16.83)
  • $16.83 Cap: $4.03B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.59)
  • $65.59 P/E (TTM): 92.7X Cap: $146.88B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.81)
  • $73.81 P/E (TTM): 32.08X Cap: $117.79B
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Q: Hi 5i Team.

I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.


Thank you
Joe

Upvote 44

Read Answer Asked by Joe on November 28, 2024

• Alphabet Inc. (GOOG $320.28)
  • $320.28 P/E (TTM): 31.95X Cap: $3.86T
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• Intuitive Surgical Inc. (ISRG $574.23)
  • $574.23 P/E (TTM): 76.47X Cap: $205.84B
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• NVIDIA Corporation (NVDA $180.26)
  • $180.26 P/E (TTM): 50.66X Cap: $4.38T
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• Booking Holdings Inc. (BKNG $4,911.85)
  • $4,911.85 P/E (TTM): 31.96X Cap: $158.32B
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• JPMorgan Chase & Co. (JPM $307.64)
  • $307.64 P/E (TTM): 15.0X Cap: $837.47B
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• Prudential Financial Inc. (PRU $107.97)
  • $107.97 P/E (TTM): 14.82X Cap: $42.07B
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• iShares Russell 2000 Growth ETF (IWO $325.72)
  • $325.72 P/E (TTM): 23.11X Cap: $13.06B
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• BMO S&P 500 Index ETF (ZSP $104.79)
  • $104.79 P/E (TTM): 26.73X Cap: $21.15B
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• SPDR S&P 500 ETF Trust (SPY $679.68)
  • $679.68 P/E (TTM): 27.29X Cap: $703.18B
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• Vanguard Information Technology ETF (VGT $746.93)
  • $746.93 P/E (TTM): 36.27X Cap: $114.75B
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• iShares Russell 2000 ETF (IWM $247.30)
  • $247.30 P/E (TTM): 17.69X Cap: $69.26B
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• Axon Enterprise Inc. (AXON $533.17)
  • $533.17 P/E (TTM): 167.69X Cap: $42.07B
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• Berkshire Hathaway Inc. (BRK.B $511.23)
  • $511.23 P/E (TTM): 17.43X Cap: $1.09T
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• Trane Technologies plc (TT $419.64)
  • $419.64 P/E (TTM): 32.24X Cap: $93.05B
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• RTX Corporation (RTX $173.19)
  • $173.19 P/E (TTM): 35.35X Cap: $231.82B
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Q: Donald Trump is causing so much uncertainty in both Canadian and US markets. Canada might even go into a recession.

I know that you mentioned that we should not react to the Trump threat.

However, if I had to sell all my stocks and ETFs ($400k) and start from scratch today, what would be the top 20 stocks/ETFs ( US and/or Canadian) that that you would invest in.

Would you just buy SPY/ZSP.to/ VGT/ SCHG ETFs in the USA market for safety?

Fyi, I don't like bonds.

Upvote 31

Read Answer Asked by V on November 28, 2024

• Vanguard S&P 500 ETF (VOO $624.95)
  • $624.95 P/E (TTM): 27.51X Cap: $786.43B
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• Invesco S&P 500 Equal Weight ETF (RSP $190.50)
  • $190.50 P/E (TTM): 22.16X Cap: $73.50B
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Q: If I am wanting to move money into an index fund next year, what are your thoughts on RSP versus VOO? I see they have more of a weighting in Financials and Industrials. Thanks.

Upvote 4

Read Answer Asked by Lesley on November 28, 2024

• Royal Caribbean Cruises Ltd. (RCL $265.71)
  • $265.71 P/E (TTM): 17.62X Cap: $72.46B
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Q: Not really a stock I own or particularly follow, but noticed the chart and initially thought this was an error. Is there a reason this has shot up recently?

Upvote 1

Read Answer Asked by Mike on November 28, 2024

• Symbotic Inc. (SYM $87.30)
  • $87.30 Cap: $51.63B
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Q: How significant is the earnings restatement issued by Symbotic yesterday after market close? Would it be a deal-breaker if you held this stock? Does it change the medium term (5 yr) picture?

Upvote 1

Read Answer Asked by John on November 27, 2024

• Keysight Technologies Inc. (KEYS $196.19)
  • $196.19 P/E (TTM): 62.05X Cap: $33.71B
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Q: Has anything changed at KEYS? The share price has been pretty strong since July. Does their manufacturing occur mostly inside the US. I feel the USD is going higher courtesy of Trumponomics which will make it harder to export US made goods. Any thoughts you have would be appreciated.
Jim

Upvote 3

Read Answer Asked by James on November 27, 2024

• Mastercard Incorporated (MA $544.93)
  • $544.93 P/E (TTM): 34.94X Cap: $489.34B
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• Visa Inc. (V $333.79)
  • $333.79 P/E (TTM): 32.8X Cap: $642.78B
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Q: What would be a fair entry point for these two stocks ?

Upvote 4

Read Answer Asked by Robbie on November 27, 2024

• Regeneron Pharmaceuticals Inc. (REGN $784.61)
  • $784.61 P/E (TTM): 18.83X Cap: $82.46B
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• Deere & Company (DE $469.87)
  • $469.87 P/E (TTM): 26.01X Cap: $127.01B
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• Leidos Holdings Inc. (LDOS $190.36)
  • $190.36 P/E (TTM): 18.13X Cap: $24.33B
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• Tetra Tech Inc. (TTEK $34.78)
  • $34.78 P/E (TTM): 36.69X Cap: $8.61B
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Q: I would like to start a position in two of these companies. Which two do you think offer the best long term growth potential? Thanks

Upvote 1

Read Answer Asked by Curtis on November 27, 2024

• Intuitive Surgical Inc. (ISRG $574.23)
  • $574.23 P/E (TTM): 76.47X Cap: $205.84B
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• Chevron Corporation (CVX $149.51)
  • $149.51 P/E (TTM): 20.89X Cap: $301.04B
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• Eli Lilly and Company (LLY $1,104.34)
  • $1,104.34 P/E (TTM): 54.3X Cap: $1.04T
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• Merck & Company Inc. (MRK $104.63)
  • $104.63 P/E (TTM): 13.97X Cap: $259.69B
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• Realty Income Corporation (O $57.14)
  • $57.14 P/E (TTM): 55.07X Cap: $52.56B
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• Prologis Inc. (PLD $128.16)
  • $128.16 P/E (TTM): 37.03X Cap: $119.04B
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• Exxon Mobil Corporation (XOM $114.77)
  • $114.77 P/E (TTM): 16.64X Cap: $484B
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• iShares S&P/TSX Capped Energy Index ETF (XEG $19.64)
  • $19.64 P/E (TTM): 1.58X Cap: $1.36B
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• Vanguard Health Care ETF (VHT $295.79)
  • $295.79 P/E (TTM): 23.98X Cap: $15.73B
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• Digital Realty Trust Inc. (DLR $158.91)
  • $158.91 P/E (TTM): 40.77X Cap: $54.58B
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Q: I have several 'Growth' companies which have grown quite large in both Cdn and US markets (Thanks). While I plan to let winners run, I am looking to take some capital out of those, and shift to areas of the market which are trading below their historical averages. Could you suggest some areas of both US and Canada to look for those areas? (Specific companies or ETFs which would target this both welcome)

Upvote 9

Read Answer Asked by Dave on November 27, 2024

• Corebridge Financial Inc. (CRBG $30.03)
  • $30.03 Cap: $15.39B
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Q: You recently ranked CRBG on top of several US Financials. Could you provide your analysis of the company.
Thank you, Hugh

Upvote 2

Read Answer Asked by Hugh on November 27, 2024

Q: Your analysis on the prospects of Nurix will be greatly appreciated.

Thanks
thomas

Upvote 1

Read Answer Asked by Thomas on November 27, 2024