Investment Q&A

• Match Group Inc. (MTCH $33.31)
  • $33.31 P/E (TTM): 15.57X Cap: $7.86B
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Q: thoughts on match now and long term ?

Upvote 1

Read Answer Asked by steve on September 04, 2024

• Amazon.com Inc. (AMZN $233.22)
  • $233.22 P/E (TTM): 32.94X Cap: $2.49T
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• Broadcom Inc. (AVGO $402.96)
  • $402.96 P/E (TTM): 102.8X Cap: $1.90T
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• Alphabet Inc. (GOOG $320.12)
  • $320.12 P/E (TTM): 31.6X Cap: $3.86T
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• Microsoft Corporation (MSFT $492.01)
  • $492.01 P/E (TTM): 34.99X Cap: $3.65T
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• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 50.43X Cap: $4.30T
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• BlackRock Inc. (BLK $1,047.30)
  • $1,047.30 P/E (TTM): 26.92X Cap: $162.48B
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• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 76.8X Cap: $71.67B
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• Crocs Inc. (CROX $84.98)
  • $84.98 P/E (TTM): 27.68X Cap: $4.41B
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• Berkshire Hathaway Inc. (BRK.B $513.81)
  • $513.81 P/E (TTM): 17.61X Cap: $1.10T
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• Vertiv Holdings LLC Class A (VRT $179.73)
  • $179.73 P/E (TTM): 67.82X Cap: $68.63B
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• Celsius Holdings Inc. (CELH $40.94)
  • $40.94 P/E (TTM): 372.18X Cap: $10.55B
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• Cellebrite DI Ltd. (CLBT $16.86)
  • $16.86 Cap: $4.03B
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Q: Morning, you wonderful people.

Looking to add with your help. I am a believer in tech and growth in my TFSA. Other accounts are balanced.

I hold CSU, AMZN, NVDA, MSFT, GOOG, COST, AVGO, BRK.B, BLK.

Regardless of sector etc. Please let me know your top 3-5 to add to this portfolio. Longterm and conviction!

Thank you muchly.

Upvote 27

Read Answer Asked by Jemma on September 04, 2024

• Interpublic Group of Companies Inc. (The) (IPG $24.57)
  • $24.57 P/E (TTM): 17.05X Cap: $8.92B
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Q: What are your thoughts please? Thanks

Upvote 1

Read Answer Asked by MG on September 04, 2024

• NRG Energy Inc. (NRG $169.49)
  • $169.49 P/E (TTM): 25.36X Cap: $32.47B
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• Constellation Energy Corporation (CEG $364.36)
  • $364.36 P/E (TTM): 41.74X Cap: $113.78B
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• GE Vernova Inc. (GEV $599.77)
  • $599.77 P/E (TTM): 97.37X Cap: $163.27B
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Q: Looking for a 5 year hold for a small position. Which of these, if any, do you suggest? Is this a promising area to invest in and are there others you prefer?

Upvote 3

Read Answer Asked by Graeme on September 03, 2024

• Aspen Aerogels Inc. (ASPN $3.22)
  • $3.22 Cap: $266M
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Q: Any thoughts on the almost 10% drop in price today and do you still like this stock and would you buy it here?thank you

Upvote 4

Read Answer Asked by John on September 03, 2024

• Modine Manufacturing Company (MOD $162.13)
  • $162.13 P/E (TTM): 46.86X Cap: $8.20B
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Q: Good day.
Can you tell me your current thoughts about MOD. The last question on this company was March 19th. Seems to be in a great thematic sector and it has had a strong run. Do you still feel as positively about it? Still a buy?
Many thanks.

Upvote 2

Read Answer Asked by David C. on September 03, 2024

• Intuitive Surgical Inc. (ISRG $573.48)
  • $573.48 P/E (TTM): 75.76X Cap: $205.57B
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• Microsoft Corporation (MSFT $492.01)
  • $492.01 P/E (TTM): 34.99X Cap: $3.65T
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• Booking Holdings Inc. (BKNG $4,914.69)
  • $4,914.69 P/E (TTM): 32.02X Cap: $158.41B
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• Salesforce Inc. (CRM $230.54)
  • $230.54 P/E (TTM): 33.51X Cap: $219.47B
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• Eli Lilly and Company (LLY $1,075.47)
  • $1,075.47 P/E (TTM): 52.62X Cap: $1.01T
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• Roper Technologies Inc. (ROP $446.22)
  • $446.22 P/E (TTM): 30.73X Cap: $48.02B
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• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 76.8X Cap: $71.67B
  • View CSU Profile
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Q: Is there a US equivalent of CSU that you would recommend as I take profits from growthier AI stocks? Happy to split it between a few stocks, but the big 7 have grown as a large part of my US portfolio.

Upvote 17

Read Answer Asked by Dave on September 03, 2024

Q: Hi team,

What is your analysis of National Health Care (NHC-N) and Altimmune (ALT-Q) ?

Gratefully,

Jacques IDS

Upvote 1

Read Answer Asked by Jacques on September 03, 2024

• Riot Platforms Inc. (RIOT $16.13)
  • $16.13 Cap: $5.99B
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Q: Would you please shed some "non-jargon" light on the open letter issued by RIOT? What are the implications, if any?

In a different vein, is RIOT still worth holding on to? Why/why not? Thank you.

Upvote 2

Read Answer Asked by Sylvia on September 03, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $98.54)
  • $98.54 Cap: $5.34B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $82.11)
  • $82.11 Cap: $4.62B
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Q: Are Horizons HXS and HXT reasonable ETFs for a beginner investor with no interest in investing? Is there methodology still a viable one?

Upvote 2

Read Answer Asked by M.S. on September 03, 2024

• Humacyte Inc. (HUMA $1.35)
  • $1.35 Cap: $228M
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Q: Good Morning teams,
Can you please give your opinion about these two companies
Thanks in advance

Upvote 1

Read Answer Asked by Jigneshbhai on September 03, 2024

• Honeywell International Inc. (HON $192.19)
  • $192.19 P/E (TTM): 20.25X Cap: $122.01B
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• Vertiv Holdings LLC Class A (VRT $179.73)
  • $179.73 P/E (TTM): 67.82X Cap: $68.63B
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Q: Hi,
One of my industrial holdings is Honeywell. I am thinking of replacing it with Vertiv Holdings. Could you please comment on the trade offs and risk/return potential?
Thank you, Michael

Upvote 1

Read Answer Asked by Michael on September 03, 2024

• Oracle Corporation (ORCL $201.95)
  • $201.95 P/E (TTM): 46.75X Cap: $573.88B
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• MongoDB Inc. (MDB $332.37)
  • $332.37 Cap: $27.04B
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• Elastic N.V. (ESTC $70.53)
  • $70.53 Cap: $7.43B
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• Confluent Inc. (CFLT $22.25)
  • $22.25 Cap: $7.78B
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Q: What are your thoughts on their strong Q2 earnings? Would this be a good entry point? It may finally be ready to rally over the next quarter.

Upvote 2

Read Answer Asked by Neeraj on September 03, 2024

• The Walt Disney Company (DIS $104.47)
  • $104.47 P/E (TTM): 15.25X Cap: $186.50B
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• A.O. Smith Corporation (AOS $65.98)
  • $65.98 P/E (TTM): 17.78X Cap: $9.18B
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• Vertiv Holdings LLC Class A (VRT $179.73)
  • $179.73 P/E (TTM): 67.82X Cap: $68.63B
  • View VRT Profile
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Q: Hello Peter,
I am trying to decide to between Disney , Vertiv Holdings, and AOS smith.. I know they are in different industries, However, based on risk and reward which is a better stock.. Are you able to suggest a ranking based on value play versus growth.. Much appreciated.

Upvote 6

Read Answer Asked by umedali on September 03, 2024

• AeroVironment Inc. (AVAV $279.46)
  • $279.46 Cap: $13.95B
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• Huntington Ingalls Industries Inc. (HII $313.62)
  • $313.62 P/E (TTM): 21.66X Cap: $12.33B
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• Curtiss-Wright Corporation (CW $564.29)
  • $564.29 P/E (TTM): 45.99X Cap: $20.75B
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Q: can tou please suggest a few US mid cap defense sector stocks or ETFs. Thanks

Upvote 3

Read Answer Asked by gary on September 03, 2024

• Cellebrite DI Ltd. (CLBT $16.86)
  • $16.86 Cap: $4.03B
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Q: Please evaluate clbt is it similar to magnet forensics and is it a good time to buy?

Upvote 4

Read Answer Asked by Gill on September 03, 2024

• Medtronic plc. (MDT $105.33)
  • $105.33 P/E (TTM): 29.1X Cap: $135.03B
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Q: Could you please review the ratios as I am interested to know what has brought the stock up about 10% recently. Thanks

Upvote 2

Read Answer Asked by TOM on August 30, 2024

• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $296.74)
  • $296.74 P/E (TTM): 29.43X Cap: $16.88B
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• VanEck Vectors Semiconductor ETF (SMH $352.28)
  • $352.28 P/E (TTM): 28.66X Cap: $36.63B
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• Invesco PHLX Semiconductor ETF (SOXQ $55.31)
  • $55.31 P/E (TTM): 33.6X Cap: $757M
  • View SOXQ Profile
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Q: What is your opinion of SOXX or SOXQ as a means of entering the semiconductor space at this point?

Thanks.

Debrah

Upvote 2

Read Answer Asked by Debrah on August 30, 2024

• Medpace Holdings Inc. (MEDP $592.46)
  • $592.46 P/E (TTM): 41.43X Cap: $16.68B
  • View MEDP Profile
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Q: Can you comment on the recent price performance and outlook for Medpace’s?

Upvote 1

Read Answer Asked by Kim on August 30, 2024

• Uber Technologies Inc. (UBER $87.54)
  • $87.54 P/E (TTM): 14.91X Cap: $181.89B
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• Vertiv Holdings LLC Class A (VRT $179.73)
  • $179.73 P/E (TTM): 67.82X Cap: $68.63B
  • View VRT Profile
  • View Questions on VRT

Q: Contemplating buying into VRT or Uber for a three to five year hold. Which would you suggest and why?

Upvote 8

Read Answer Asked by Dennis on August 30, 2024