Investment Q&A

• Intuitive Surgical Inc. (ISRG $569.61)
  • $569.61 P/E (TTM): 73.56X Cap: $199.18B
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• Microsoft Corporation (MSFT $485.26)
  • $485.26 P/E (TTM): 33.86X Cap: $3.59T
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• Booking Holdings Inc. (BKNG $5,393.74)
  • $5,393.74 P/E (TTM): 34.79X Cap: $172.30B
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• Salesforce Inc. (CRM $257.53)
  • $257.53 P/E (TTM): 34.46X Cap: $241.60B
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• Eli Lilly and Company (LLY $1,063.73)
  • $1,063.73 P/E (TTM): 50.97X Cap: $999.15B
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• Roper Technologies Inc. (ROP $446.99)
  • $446.99 P/E (TTM): 31.15X Cap: $48.49B
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• Constellation Software Inc. (CSU $3,343.60)
  • $3,343.60 P/E (TTM): 76.7X Cap: $70.47B
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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 $14.04)
  • $14.04 P/E (TTM): 39.27X Cap: $4.97B
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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 $97.11)
  • $97.11 Cap: $5.61B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $83.33)
  • $83.33 Cap: $4.67B
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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 $1.15)
  • $1.15 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 $200.16)
  • $200.16 P/E (TTM): 21.06X Cap: $125.75B
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• Vertiv Holdings LLC Class A (VRT $160.17)
  • $160.17 P/E (TTM): 56.54X Cap: $59.02B
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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 $193.52)
  • $193.52 P/E (TTM): 41.31X Cap: $517.24B
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• MongoDB Inc. (MDB $427.04)
  • $427.04 Cap: $34.60B
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• Elastic N.V. (ESTC $75.60)
  • $75.60 Cap: $8.02B
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• Confluent Inc. (CFLT $30.01)
  • $30.01 Cap: $10.47B
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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 $113.00)
  • $113.00 P/E (TTM): 16.15X Cap: $199.72B
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• A.O. Smith Corporation (AOS $67.78)
  • $67.78 P/E (TTM): 18.35X Cap: $9.49B
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• Vertiv Holdings LLC Class A (VRT $160.17)
  • $160.17 P/E (TTM): 56.54X Cap: $59.02B
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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 $242.55)
  • $242.55 Cap: $11.51B
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• Huntington Ingalls Industries Inc. (HII $330.36)
  • $330.36 P/E (TTM): 22.19X Cap: $12.60B
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• Curtiss-Wright Corporation (CW $551.45)
  • $551.45 P/E (TTM): 43.49X 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 $18.93)
  • $18.93 Cap: $4.47B
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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 $98.82)
  • $98.82 P/E (TTM): 26.57X Cap: $126.25B
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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 $300.22)
  • $300.22 P/E (TTM): 39.05X Cap: $16.04B
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• VanEck Vectors Semiconductor ETF (SMH $356.88)
  • $356.88 P/E (TTM): 28.66X Cap: $35.22B
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• Invesco PHLX Semiconductor ETF (SOXQ $55.59)
  • $55.59 P/E (TTM): 40.56X Cap: $740M
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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 $566.37)
  • $566.37 P/E (TTM): 38.96X Cap: $15.78B
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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 $78.80)
  • $78.80 P/E (TTM): 10.17X Cap: $165.58B
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• Vertiv Holdings LLC Class A (VRT $160.17)
  • $160.17 P/E (TTM): 56.54X Cap: $59.02B
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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 $134.99)
  • $134.99 P/E (TTM): 23.66X Cap: $30.08B
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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

• Veeva Systems Inc. Class A (VEEV $222.85)
  • $222.85 P/E (TTM): 42.0X Cap: $35.85B
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Q: Good Morning

What are your thoughts on VEEV recent earning?
Do you think that finally better these results will finally get them out the doldrums?

Thks
Marcel

Upvote 4

Read Answer Asked by Marcel on August 30, 2024

• NVIDIA Corporation (NVDA $179.98)
  • $179.98 P/E (TTM): 42.42X Cap: $4.23T
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Q: I have been living under a rock during all this AI frenzy, is NVDA exploring and expanding for the post AI era, or are they “all in” with chips and AI?

Upvote 2

Read Answer Asked by MG on August 30, 2024

• S&P Global Inc. (SPGI $509.53)
  • $509.53 P/E (TTM): 37.13X Cap: $153.43B
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• MSCI Inc. (MSCI $567.38)
  • $567.38 P/E (TTM): 35.57X Cap: $42.25B
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Q: Regarding Benoit’s question August 29, SPGI
And MSCI what would be good entry points thank you

Upvote 4

Read Answer Asked by Indra on August 30, 2024

• Olaplex Holdings Inc. (OLPX $1.28)
  • $1.28 Cap: $847M
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Q: Can you please share your thoughts on OLPX, thanks. Also what is the story with Private Equity firm Advent International owning 75 percent of OLPX and still allowing OLPX to be publicly traded?

Upvote 1

Read Answer Asked by MG on August 30, 2024

• PayPal Holdings Inc. (PYPL $59.80)
  • $59.80 P/E (TTM): 12.11X Cap: $55.61B
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• Mastercard Incorporated (MA $568.95)
  • $568.95 P/E (TTM): 36.16X Cap: $508.45B
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• Visa Inc. (V $346.97)
  • $346.97 P/E (TTM): 33.77X Cap: $666.32B
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• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
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Q: My holding of Paypal is at about -40%. I’ve had it since 2020. At this point, would you recommend disposing it and add to other Fintech names ex: Google, MA, Meli?

Looking at the charts of PayPal vs MA vs Google vs Meli, I cannot help but regretting buying into PayPal. And it looks like PayPal is currently having nothing going for it.

Upvote 2

Read Answer Asked by Anh on August 30, 2024