Investment Q&A

• Costco Wholesale Corporation (COST $963.03)
  • $963.03 P/E (TTM): 56.08X Cap: $427.08B
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Q: Hello Team,
Is it too late acquire COST? If not, what is a good entry price?
Thanks,

Upvote 7

Read Answer Asked by Saeed on June 07, 2024

• Miscellaneous (MISC)
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• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
  • $14.39 P/E (TTM): 0.05X
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.97)
  • $59.97 P/E (TTM): 32.3X Cap: $3.92B
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $45.60)
  • $45.60 P/E (TTM): 16.72X Cap: $665M
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $42.43)
  • $42.43 P/E (TTM): 33.38X Cap: $418M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.11)
  • $45.11 Cap: $2.90B
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• Vanguard S&P 500 Index ETF (VFV $161.49)
  • $161.49 P/E (TTM): 82.03X Cap: $25.19B
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• SPDR S&P 500 ETF Trust (SPY $659.18)
  • $659.18 P/E (TTM): 26.17X Cap: $666.25B
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• Vanguard Total International Stock (VXUS $73.67)
  • $73.67 P/E (TTM): 1.35X Cap: $96.88B
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• Vanguard Total Stock Market ETF (VTI $325.16)
  • $325.16 P/E (TTM): 25.87X Cap: $500.16B
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Q: Good afternoon, Please recommend your 3 favourite international equity ETFs (without US holdings) and your 3 favourite US market ETFs. I already own QQQ which represents approx. 10% of my RRSP (in US dollars). Further, what are your thoughts on investing in the US market in US dollars (converted using Norbert Gambit) vs. Cnd. dollars? Is there an approach which has generated better results? Thank you.

Upvote 9

Read Answer Asked by bernie on June 07, 2024

• Vertiv Holdings LLC Class A (VRT $136.83)
  • $136.83 P/E (TTM): 66.15X Cap: $52.18B
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Q: Down again on big volume today. Any idea why? Does it have to do with competition from HPE? With a stock like this still being up a ton I worry about how much further it can fall before it finds a bottom. Do you have confidence in holding? Thanks.

Upvote 9

Read Answer Asked by Jason on June 07, 2024

• Vertiv Holdings LLC Class A (VRT $136.83)
  • $136.83 P/E (TTM): 66.15X Cap: $52.18B
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Q: Where do you feel a good support level will be for VRT?

Upvote 4

Read Answer Asked by Gary on June 07, 2024

• Dell Technologies Inc. Class C (DELL $130.34)
  • $130.34 P/E (TTM): 18.22X Cap: $85.84B
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• Vertiv Holdings LLC Class A (VRT $136.83)
  • $136.83 P/E (TTM): 66.15X Cap: $52.18B
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Q: Vertiv Holdings Co dropped over 9% today. What do you think may have contributed to the drop? Do you this stock is still a good buy at these prices?

Thanks

Upvote 5

Read Answer Asked by Bryan on June 07, 2024

• BMO S&P 500 Index ETF (ZSP $99.54)
  • $99.54 P/E (TTM): 25.3X Cap: $19.85B
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• Global X S&P 500 Index Corporate Class ETF (HXS $93.57)
  • $93.57 Cap: $4.81B
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• Vanguard Dividend Appreciation FTF (VIG $215.75)
  • $215.75 P/E (TTM): 24.22X Cap: $92.14B
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• SPDR S&P 500 ETF Trust (SPY $659.18)
  • $659.18 P/E (TTM): 26.17X Cap: $666.25B
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• INVESCO QQQ Trust (QQQ $590.00)
  • $590.00 P/E (TTM): 33.43X Cap: $373.85B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $95.73)
  • $95.73 P/E (TTM): 30.04X Cap: $1.19B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.87)
  • $107.87 P/E (TTM): 32.74X Cap: $1.17B
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Q: If using your balanced portfolio as my canadian content for an equity portfolio could you please recommend some equity etfs for ex canadian content and what % would be canadian of the total portfolio? I was thinking 40% and 60% outside canada

Thx

Upvote 7

Read Answer Asked by blake on June 06, 2024

• Heico Corporation (HEI $316.95)
  • $316.95 P/E (TTM): 75.39X Cap: $44.93B
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Q: I have held Heico for 4 years. I am up 168% over that time. HEI hit another high today. CFRA has a SELL on the stock. Do you think this is based on valuation or due to its long run-up? I have been trimming on the way up.

Thanks very much.

Mike

Upvote 2

Read Answer Asked by Michael on June 06, 2024

• Paycom Software Inc. (PAYC $214.73)
  • $214.73 P/E (TTM): 31.04X Cap: $12.34B
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Q: I keep holding and waiting expecting this to turn around. I only see positives with their fundamentals and management seems stable. With the economy and jobs staying pretty hot I can’t explain this one. What am I missing? Should I be accumulating this one?

Upvote 3

Read Answer Asked by Cameron on June 06, 2024

• CrowdStrike Holdings Inc. (CRWD $445.50)
  • $445.50 Cap: $111.67B
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Q: Can you comment on Crowdstrike’s recent earnings. It seems to be the best performer of its peers. What does the current valuation look like compared to its historical averages?

Upvote 10

Read Answer Asked by Matthew on June 06, 2024

• Intel Corporation (INTC $24.90)
  • $24.90 Cap: $108.98B
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• NVIDIA Corporation (NVDA $170.29)
  • $170.29 P/E (TTM): 57.34X Cap: $4.13T
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• Advanced Micro Devices Inc. (AMD $159.16)
  • $159.16 P/E (TTM): 92.09X Cap: $258.29B
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Q: Hi, Is too early to bet on INTC after their new AI chip announcement? What would be a good wait-and-see period?

Upvote 7

Read Answer Asked by Denise on June 06, 2024

• Snowflake Inc. (SNOW $217.96)
  • $217.96 Cap: $73.16B
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Q: Hi,

What is your opinion of SNOW ? If you like it, is this an entry point as the momentum is against it.

Upvote 2

Read Answer Asked by Rajiv on June 06, 2024

Q: Hi Peter and Staff

May I have the returns including dividends January 1/24 to May 31/24 for

-TSX
-s&P 500
-Nasdaq

Thanks for all you do
Dennis

Upvote 1

Read Answer Asked by Dennis on June 06, 2024

• Altria Group Inc. (MO $65.51)
  • $65.51 P/E (TTM): 12.56X Cap: $110.04B
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• Philip Morris International Inc (PM $166.30)
  • $166.30 P/E (TTM): 30.67X Cap: $258.86B
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• Energy Transfer LP (ET $17.53)
  • $17.53 P/E (TTM): 13.6X Cap: $60.17B
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• British American Tobacco p.l.c. (BTI $56.03)
  • $56.03 P/E (TTM): 30.38X Cap: $122.32B
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Q: Hi, I want to add a high dividend stock to my USD portfolio. Do you have any suggestions?

Upvote 4

Read Answer Asked by Rachel on June 06, 2024

• NVIDIA Corporation (NVDA $170.29)
  • $170.29 P/E (TTM): 57.34X Cap: $4.13T
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Q: Would you start a full position today on NVDA, can it reach $US 2,000 this year.

Upvote 10

Read Answer Asked by Fernando on June 06, 2024

• Booking Holdings Inc. (BKNG $5,553.70)
  • $5,553.70 P/E (TTM): 38.76X Cap: $179.99B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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• Crocs Inc. (CROX $80.54)
  • $80.54 P/E (TTM): 20.8X Cap: $4.31B
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• Churchill Downs Incorporated (CHDN $96.10)
  • $96.10 P/E (TTM): 16.49X Cap: $6.75B
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• PDD Holdings Inc. (PDD $134.86)
  • $134.86 P/E (TTM): 11.93X Cap: $191.45B
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• Coinbase Global Inc (COIN $320.56)
  • $320.56 P/E (TTM): 31.63X Cap: $84.25B
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• Arhaus Inc. (ARHS $11.21)
  • $11.21 P/E (TTM): 22.04X Cap: $1.51B
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• CAVA Group Inc. (CAVA $62.39)
  • $62.39 P/E (TTM): 52.55X Cap: $7.31B
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Q: Hi team,

I sent the following question last week and have not seen any reply yet. Did you receive it ?

Here is the question.

Which are your favorite cyclical stocks presently, Cdian and U.S., for strong growth in a TFSA ? Could you comment at the same time on CAVA-N, COIN-Q and PDD-Q ?

Gratefully,

Jacques IDS

Upvote 6

Read Answer Asked by Jacques on June 06, 2024

• Stitch Fix Inc. (SFIX $5.49)
  • $5.49 Cap: $716M
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Q: May we please have your analysis of the Q4 results and future prospects. Thanks.

Upvote 1

Read Answer Asked by Barbara on June 06, 2024

• NVIDIA Corporation (NVDA $170.29)
  • $170.29 P/E (TTM): 57.34X Cap: $4.13T
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Q: when is the 4 for 1 split happening?

Upvote 6

Read Answer Asked by Stephen on June 06, 2024

• Simplify Volatility Premium ETF (SVOL $18.16)
  • $18.16 P/E (TTM): 27.3X Cap: $913M
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Q: What do you think of SVOL for income generation? It seems like the etf is doing what it's designed to do and prices have leveled out since initial offering. What's the biggest risk with holding this wtf?

Upvote 1

Read Answer Asked by Shawn on June 06, 2024

• Eaton Corporation PLC (ETN $363.35)
  • $363.35 P/E (TTM): 37.78X Cap: $141.45B
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• Powell Industries Inc. (POWL $291.32)
  • $291.32 P/E (TTM): 20.98X Cap: $3.59B
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• Constellation Energy Corporation (CEG $321.28)
  • $321.28 P/E (TTM): 34.49X Cap: $100.87B
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• GE Vernova Inc. (GEV $614.79)
  • $614.79 P/E (TTM): 150.76X Cap: $168.20B
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Q: Though different, of these three companies, which would likely have a better run in the electrification theme? Are there better US plays on the theme?
With many thanks.

Upvote 6

Read Answer Asked by David C. on June 06, 2024

• Chipotle Mexican Grill Inc. (CMG $39.67)
  • $39.67 P/E (TTM): 34.45X Cap: $53.19B
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Q: Hi 5i, Would you buy chipotle before the split 50-to-1 (Need to hold shares in the company by the end of the trading on June 18) , is there an advantage ? why ?
Thanks

Upvote 2

Read Answer Asked by Fernando on June 05, 2024