Investment Q&A

• Apple Inc. (AAPL $257.41)
  • $257.41 P/E (TTM): 32.97X Cap: $3.80T
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• Vanguard Dividend Appreciation FTF (VIG $223.85)
  • $223.85 P/E (TTM): 24.38X Cap: $105.83B
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• iShares Expanded Tech-Software Sector ETF (IGV $80.00)
  • $80.00 P/E (TTM): 42.42X Cap: $10.68B
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• Invesco NASDAQ 100 ETF (QQQM $258.05)
  • $258.05 P/E (TTM): 32.37X Cap: $74.54B
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• Invesco S&P 500 Momentum ETF (SPMO $125.99)
  • $125.99 P/E (TTM): 28.95X Cap: $14.46B
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Q: I plan to own above 4 ETF is there an overlap on these ETF. If there is an overlap which one would you recommend as a buy for long term hold.

Thanks for the great service

Upvote 3

Read Answer Asked by Hector on December 31, 2024

• The Walt Disney Company (DIS $102.78)
  • $102.78 P/E (TTM): 14.61X Cap: $179.24B
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• Pfizer Inc. (PFE $27.24)
  • $27.24 P/E (TTM): 19.79X Cap: $155.51B
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Q: Hello, I am down on both : PFE and DIS. Based on their business fundamentals, balance sheet and growth, is it time to move on and sell both?
Thanks
Carlo

Upvote 3

Read Answer Asked by Carlo on December 31, 2024

• Rigetti Computing Inc. (RGTI $16.57)
  • $16.57 Cap: $5.02B
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Q: What says 5i about Rigetti Computing?

Upvote 2

Read Answer Asked by Kim on December 30, 2024

• Rigetti Computing Inc. (RGTI $16.57)
  • $16.57 Cap: $5.02B
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Q: Hi Folks - Happy New Year. Do you have any thoughts on Rigetti Computing Inc. on the NASDAQ? Thanks.

Upvote 1

Read Answer Asked by David on December 30, 2024

• Construction Partners Inc. (ROAD $115.96)
  • $115.96 P/E (TTM): 54.27X Cap: $6.54B
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• Shift4 Payments Inc. Class A (FOUR $47.14)
  • $47.14 P/E (TTM): 63.2X Cap: $3.69B
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• Cellebrite DI Ltd. (CLBT $11.97)
  • $11.97 Cap: $2.94B
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Q: Peter; A short while ago you had these 3 companies as your top picks on BNN Market Call.
I would appreciate your current view on each of the companies ( buy/buy more, hold, sell) as we head into the New year taking into account any material changes that may have occurred since your recommendations. Rationale for your position would be appreciated. Thanks

Upvote 20

Read Answer Asked by John on December 30, 2024

• Adobe Inc. (ADBE $240.26)
  • $240.26 P/E (TTM): 13.13X Cap: $97.05B
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• Amazon.com Inc. (AMZN $249.45)
  • $249.45 P/E (TTM): 33.25X Cap: $2.57T
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• Alphabet Inc. (GOOG $330.25)
  • $330.25 P/E (TTM): 29.21X Cap: $3.88T
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• NVIDIA Corporation (NVDA $194.81)
  • $194.81 P/E (TTM): 38.5X Cap: $4.60T
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• QUALCOMM Incorporated (QCOM $131.55)
  • $131.55 P/E (TTM): 25.82X Cap: $140.03B
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• AbbVie Inc. (ABBV $208.68)
  • $208.68 P/E (TTM): 88.11X Cap: $365.19B
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• Salesforce Inc. (CRM $173.69)
  • $173.69 P/E (TTM): 21.15X Cap: $159.51B
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• JPMorgan Chase & Co. (JPM $310.62)
  • $310.62 P/E (TTM): 15.49X Cap: $841.35B
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• Eli Lilly and Company (LLY $938.71)
  • $938.71 P/E (TTM): 40.94X Cap: $878.25B
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• Altria Group Inc. (MO $65.18)
  • $65.18 P/E (TTM): 16.31X Cap: $111.66B
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• Canadian Natural Resources Limited (CNQ $62.76)
  • $62.76 P/E (TTM): 12.41X Cap: $134.91B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.58)
  • $163.58 P/E (TTM): 121.38X Cap: $206.88B
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• RTX Corporation (RTX $202.81)
  • $202.81 P/E (TTM): 40.64X Cap: $271.09B
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Q: Peter, our one true source of help in this investment purgatory, thank you for your response to David yesterday regarding covered calls. Moving forward, could you please provide us with some companies that you use in this endeavor?

Merry Christmas, everyone!

Upvote 3

Read Answer Asked by sorin on December 30, 2024

• Micron Technology Inc. (MU $444.44)
  • $444.44 P/E (TTM): 39.98X Cap: $481.04B
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• Advanced Micro Devices Inc. (AMD $252.83)
  • $252.83 P/E (TTM): 92.47X Cap: $402.41B
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Q: Looking at AMD or MU as an investment. Both appear attractive when considering longer term prospects. Does one appear more attractive to you?

Upvote 4

Read Answer Asked by steve on December 27, 2024

• Heico Corporation (HEI $299.35)
  • $299.35 P/E (TTM): 57.15X Cap: $40.98B
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Q: I own Heico but since it's latest mediocre earnings results I am trying to decide whether to hang on or move on to something else. Do you think the stock is worth holding or could you recommend an alternative? Thank you.

Upvote 5

Read Answer Asked by Brian on December 24, 2024

• BMO MSCI USA High Quality Index ETF (ZUQ $99.71)
  • $99.71 P/E (TTM): 29.0X Cap: $1.16B
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• Fidelity U.S. High Quality ETF (FCUQ $67.16)
  • $67.16 P/E (TTM): 26.73X Cap: $2.08B
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• BMO MSCI USA High Quality Index ETF (ZUQ.F $59.15)
  • $59.15 P/E (TTM): 29.0X Cap: $82M
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• BMO MSCI USA High Quality Index ETF (ZUQ.U $62.82)
  • $62.82 P/E (TTM): 29.0X Cap: $18M
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• Fidelity U.S. High Quality ETF (FCUQ.U $48.55)
  • $48.55 P/E (TTM): 26.73X Cap: $1.44B
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Q: Which would you recommend, investment account or TFSA.

Upvote 4

Read Answer Asked by James on December 22, 2024

• Century Communities Inc. (CCS $60.62)
  • $60.62 P/E (TTM): 12.27X Cap: $1.73B
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• Reliance Inc. (RS $325.01)
  • $325.01 P/E (TTM): 23.06X Cap: $16.57B
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Q: Both of these have been in a downtrend lately. Any particular reason? Should I let go of these two (both in a registered account) before I lose my gains? Thanks and best of the season to all.

Upvote 3

Read Answer Asked by Jocelyne on December 22, 2024

• BlackRock Inc. (BLK $1,068.94)
  • $1,068.94 P/E (TTM): 28.3X Cap: $159.03B
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• KKR & Co. Inc. (KKR $100.53)
  • $100.53 P/E (TTM): 38.98X Cap: $87.49B
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• Blackstone Inc. (BX $126.56)
  • $126.56 P/E (TTM): 29.6X Cap: $90.41B
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• Apollo Global Management Inc. (APO $113.45)
  • $113.45 P/E (TTM): 18.82X Cap: $63.57B
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• Ares Management Corporation Class A (ARES $112.61)
  • $112.61 P/E (TTM): 58.75X Cap: $35.14B
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• Blue Owl Capital Corporation (OBDC $11.27)
  • $11.27 P/E (TTM): 8.77X Cap: $5.42B
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Q: At 71, I'm getting a little scared of the Market (Wednesday), and I'm 100% in equities mostly Tech. I'll keep the Mag 7 but want to sell the rest and move to safety in these Large Mgt. Firms. Please LMK if you agree with my strategy and can you kindly Rank them? Thanks!

Upvote 13

Read Answer Asked by Austin on December 22, 2024

• Alphabet Inc. (GOOG $330.25)
  • $330.25 P/E (TTM): 29.21X Cap: $3.88T
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• IonQ Inc. (IONQ $34.47)
  • $34.47 Cap: $10.91B
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• D-Wave Quantum Inc. (QBTS $16.65)
  • $16.65 Cap: $5.37B
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Q: Can you recommend a couple quantum computing companies that are worth investing in?

Thanks

Upvote 9

Read Answer Asked by sean on December 22, 2024

• Biomea Fusion Inc. (BMEA $1.94)
  • $1.94 Cap: $135M
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Q: Please share your thoughts at this price level for BMEA.

Thanks!

Upvote 1

Read Answer Asked by Jim on December 22, 2024

• United Rentals Inc. (URI $773.55)
  • $773.55 P/E (TTM): 19.99X Cap: $49.02B
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• Alimentation Couche-Tard Inc. (ATD $76.66)
  • $76.66 P/E (TTM): 20.81X Cap: $70.20B
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Q: Would you be comfortable selling ATD for a small profit and buying a full position in URI now, URI is down 14 % percent over the past month. I would then buy back ATD over time.

Or would you average into URI over time? I think the bottom may be in, as the stock has started going up again.

Upvote 5

Read Answer Asked by Schoombee on December 22, 2024

• NVIDIA Corporation (NVDA $194.81)
  • $194.81 P/E (TTM): 38.5X Cap: $4.60T
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• Chevron Corporation (CVX $185.89)
  • $185.89 P/E (TTM): 28.44X Cap: $382.08B
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• Eli Lilly and Company (LLY $938.71)
  • $938.71 P/E (TTM): 40.94X Cap: $878.25B
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• Occidental Petroleum Corporation (OXY $55.35)
  • $55.35 P/E (TTM): 36.01X Cap: $57.57B
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• Stryker Corporation (SYK $350.19)
  • $350.19 P/E (TTM): 40.28X Cap: $132.98B
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• Zimmer Biomet Holdings Inc. (ZBH $96.97)
  • $96.97 P/E (TTM): 26.23X Cap: $18.45B
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• iShares S&P/TSX Capped Energy Index ETF (XEG $25.50)
  • $25.50 P/E (TTM): 12.58X Cap: $2.34B
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• iShares S&P/TSX Global Base Metals Index ETF (XBM $36.70)
  • $36.70 P/E (TTM): 22.68X Cap: $565M
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• Novo Nordisk A/S (NVO $39.20)
  • $39.20 P/E (TTM): 10.55X Cap: $363.68B
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• Advanced Micro Devices Inc. (AMD $252.83)
  • $252.83 P/E (TTM): 92.47X Cap: $402.41B
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• Vanguard Energy ETF (VDE $158.49)
  • $158.49 P/E (TTM): 16.96X Cap: $9.26B
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• iShares 20+ Year Treasury Bond ETF (TLT $87.04)
  • $87.04 Cap: $42.17B
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• BMO Asset Management Inc (ZTL)
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• iShares MSCI Emerging Markets ex China ETF (EMXC $87.50)
  • $87.50 P/E (TTM): 6.23X Cap: $20.18B
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• Global X Emerging Markets ex-China ETF (EMM $39.41)
  • $39.41 P/E (TTM): 0.19X Cap: $25M
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• Nextpower Inc. (NXT $113.47)
  • $113.47 P/E (TTM): 30.17X Cap: $16.56B
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Q: Happy holidays…. Tax loss selling….. proxy for TLT, VDE, EMXC, OXY, PICK, LLY, NXT, ZBH, AMD, -Thanks

Upvote 2

Read Answer Asked by James on December 22, 2024

• NextEra Energy Inc. (NEE $91.30)
  • $91.30 P/E (TTM): 28.51X Cap: $192.47B
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• Williams Companies Inc. (The) (WMB $71.17)
  • $71.17 P/E (TTM): 33.99X Cap: $87.48B
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• Vistra Corp. (VST $165.06)
  • $165.06 P/E (TTM): 70.98X Cap: $53.55B
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• Vertiv Holdings LLC Class A (VRT $310.90)
  • $310.90 P/E (TTM): 86.54X Cap: $114.76B
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• Constellation Energy Corporation (CEG $297.25)
  • $297.25 P/E (TTM): 38.72X Cap: $91.39B
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Q: If as Satya Nadella says we are moving from being chip constrained to power constrained, what are the best stocks to play this theme? Would you look to data center power and cooling innovators or renewable energy and storage companies or something else?

Upvote 10

Read Answer Asked by Gregory on December 21, 2024

• Eli Lilly and Company (LLY $938.71)
  • $938.71 P/E (TTM): 40.94X Cap: $878.25B
  • View LLY Profile
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• Novo Nordisk A/S (NVO $39.20)
  • $39.20 P/E (TTM): 10.55X Cap: $363.68B
  • View NVO Profile
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Q: Good morning,

I've added to the positive momentum on LLY.
Would you still consider adding to NVO if already held?

An averaging down on the stock for that sector of a portfolio? Basically a decision on balancing or potential momentum with all the weakness of late.

Thank you.

Upvote 3

Read Answer Asked by Adam on December 21, 2024

• ConocoPhillips (COP $118.52)
  • $118.52 P/E (TTM): 19.3X Cap: $150.91B
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• Marathon Oil Corporation (MRO)
  • P/E (TTM): 12.25X
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Q: Hello,

Thoughts on COP? Looking to start a position.

Thanks.

Upvote 2

Read Answer Asked by Satish on December 21, 2024

• Amazon.com Inc. (AMZN $249.45)
  • $249.45 P/E (TTM): 33.25X Cap: $2.57T
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• Alphabet Inc. (GOOG $330.25)
  • $330.25 P/E (TTM): 29.21X Cap: $3.88T
  • View GOOG Profile
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• Intuitive Surgical Inc. (ISRG $470.36)
  • $470.36 P/E (TTM): 57.26X Cap: $162.99B
  • View ISRG Profile
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• NVIDIA Corporation (NVDA $194.81)
  • $194.81 P/E (TTM): 38.5X Cap: $4.60T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $181.83)
  • $181.83 P/E (TTM): 1.04X Cap: $140.35B
  • View BKNG Profile
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• CBLT Inc. (CBLT $0.06)
  • $0.06 Cap: $4M
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• Berkshire Hathaway Inc. (BRK.B $476.77)
  • $476.77 P/E (TTM): 15.48X Cap: $1.03T
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Q: If you have to create new balance portfolio that includes CDR and CDN stocks.. Which 20 to 25 stocks portfolio would you recommend that includes both.


Thanks for the great service

Upvote 43

Read Answer Asked by Hector on December 21, 2024

• Cadence Design Systems Inc. (CDNS $292.77)
  • $292.77 P/E (TTM): 65.43X Cap: $79.56B
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• Synopsys Inc. (SNPS $420.10)
  • $420.10 P/E (TTM): 60.44X Cap: $80.02B
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• Uber Technologies Inc. (UBER $72.80)
  • $72.80 P/E (TTM): 14.9X Cap: $147.78B
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• Roblox Corporation Class A (RBLX $57.24)
  • $57.24 Cap: $40.86B
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Q: could you pls rank and comment on the above stocks in terms of greatest likelihood of appreciation within 12 months

Upvote 3

Read Answer Asked by Howie on December 21, 2024