Investment Q&A

• Amazon.com Inc. (AMZN $227.35)
  • $227.35 P/E (TTM): 32.11X Cap: $2.43T
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• Broadcom Inc. (AVGO $340.36)
  • $340.36 P/E (TTM): 71.65X Cap: $1.61T
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• Alphabet Inc. (GOOG $308.61)
  • $308.61 P/E (TTM): 30.46X Cap: $3.70T
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• Microsoft Corporation (MSFT $485.92)
  • $485.92 P/E (TTM): 34.56X Cap: $3.61T
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• NVIDIA Corporation (NVDA $180.99)
  • $180.99 P/E (TTM): 44.91X Cap: $4.39T
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• BlackRock Inc. (BLK $1,060.17)
  • $1,060.17 P/E (TTM): 27.25X Cap: $164.48B
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• Constellation Software Inc. (CSU $3,375.08)
  • $3,375.08 P/E (TTM): 77.96X Cap: $71.52B
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• Crocs Inc. (CROX $89.31)
  • $89.31 P/E (TTM): 29.09X Cap: $4.63B
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• Berkshire Hathaway Inc. (BRK.B $494.53)
  • $494.53 P/E (TTM): 0.02X Cap: $1.07T
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• Vertiv Holdings LLC Class A (VRT $159.82)
  • $159.82 P/E (TTM): 60.31X Cap: $61.10B
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• Celsius Holdings Inc. (CELH $42.80)
  • $42.80 P/E (TTM): 389.09X Cap: $11.03B
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• Cellebrite DI Ltd. (CLBT $19.21)
  • $19.21 Cap: $4.59B
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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)
  • 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 $156.20)
  • $156.20 P/E (TTM): 23.37X Cap: $30.69B
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• Constellation Energy Corporation (CEG $355.40)
  • $355.40 P/E (TTM): 40.71X Cap: $110.98B
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• GE Vernova Inc. (GEV $658.28)
  • $658.28 P/E (TTM): 106.86X Cap: $178.60B
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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 $2.96)
  • $2.96 Cap: $244M
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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 $136.16)
  • $136.16 P/E (TTM): 39.35X Cap: $7.29B
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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 $572.47)
  • $572.47 P/E (TTM): 75.62X Cap: $202.93B
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• Microsoft Corporation (MSFT $485.92)
  • $485.92 P/E (TTM): 34.56X Cap: $3.61T
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• Booking Holdings Inc. (BKNG $5,393.74)
  • $5,393.74 P/E (TTM): 35.14X Cap: $173.86B
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• Salesforce Inc. (CRM $259.91)
  • $259.91 P/E (TTM): 34.7X Cap: $243.53B
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• Eli Lilly and Company (LLY $1,071.44)
  • $1,071.44 P/E (TTM): 52.42X Cap: $1.01T
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• Roper Technologies Inc. (ROP $444.99)
  • $444.99 P/E (TTM): 30.65X Cap: $47.89B
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• Constellation Software Inc. (CSU $3,375.08)
  • $3,375.08 P/E (TTM): 77.96X Cap: $71.52B
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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 $14.50)
  • $14.50 P/E (TTM): 43.94X Cap: $5.39B
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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 $97.27)
  • $97.27 Cap: $5.66B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $83.25)
  • $83.25 Cap: $4.71B
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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 $1.11)
  • $1.11 Cap: $245M
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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 $199.11)
  • $199.11 P/E (TTM): 20.98X Cap: $126.41B
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• Vertiv Holdings LLC Class A (VRT $159.82)
  • $159.82 P/E (TTM): 60.31X Cap: $61.10B
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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 $191.97)
  • $191.97 P/E (TTM): 44.44X Cap: $551.55B
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• MongoDB Inc. (MDB $430.64)
  • $430.64 Cap: $35.04B
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• Elastic N.V. (ESTC $76.42)
  • $76.42 Cap: $8.05B
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• Confluent Inc. (CFLT $29.96)
  • $29.96 Cap: $10.48B
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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 $111.24)
  • $111.24 P/E (TTM): 16.24X Cap: $198.59B
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• A.O. Smith Corporation (AOS $68.01)
  • $68.01 P/E (TTM): 18.33X Cap: $9.46B
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• Vertiv Holdings LLC Class A (VRT $159.82)
  • $159.82 P/E (TTM): 60.31X Cap: $61.10B
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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 $243.01)
  • $243.01 Cap: $12.13B
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• Huntington Ingalls Industries Inc. (HII $336.64)
  • $336.64 P/E (TTM): 23.25X Cap: $12.60B
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• Curtiss-Wright Corporation (CW $554.90)
  • $554.90 P/E (TTM): 45.22X Cap: $19.67B
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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 $19.21)
  • $19.21 Cap: $4.59B
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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 $98.63)
  • $98.63 P/E (TTM): 26.66X Cap: $126.44B
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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 $299.81)
  • $299.81 P/E (TTM): 39.05X Cap: $16.86B
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• VanEck Vectors Semiconductor ETF (SMH $356.23)
  • $356.23 P/E (TTM): 28.66X Cap: $36.13B
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• Invesco PHLX Semiconductor ETF (SOXQ $55.66)
  • $55.66 P/E (TTM): 40.56X Cap: $762M
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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 $568.36)
  • $568.36 P/E (TTM): 39.75X Cap: $16B
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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 $79.31)
  • $79.31 P/E (TTM): 10.19X Cap: $164.79B
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• Vertiv Holdings LLC Class A (VRT $159.82)
  • $159.82 P/E (TTM): 60.31X Cap: $61.10B
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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

• Dollar General Corporation (DG $137.28)
  • $137.28 P/E (TTM): 23.71X Cap: $30.21B
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Q: Can you please comment on earnings? In your Q & A on Sep 20 2023 it included this comment: "Consensus calls for a decline in earnings this year and only about 9% growth next year." Are there any further negative surprises over the past year?

Upvote 2

Read Answer Asked by James on August 30, 2024