Investment Q&A

• Chipotle Mexican Grill Inc. (CMG $40.87)
  • $40.87 P/E (TTM): 35.88X Cap: $54.04B
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Q: With the share price almost 25% down in the last month following the share split would you consider this restaurant chain as a good investment for the long term ? Also what do you think of yesterday numbers ? Thanks !

Upvote 5

Read Answer Asked by jean on July 26, 2024

• KKR Real Estate Finance Trust Inc. (KREF $8.15)
  • $8.15 Cap: $533M
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Q: KREF's near term earnings prospects seem quite buoyant. Is it worth further investigation?
Best regards,

David

Upvote 1

Read Answer Asked by David on July 26, 2024

• Otis Worldwide Corporation When Issued (OTIS $44.00)
  • $44.00 P/E (TTM): 26.55X
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Q: May I have your opinion on OTIS and in particular it's growth profile. Thanks.

Upvote 1

Read Answer Asked by Gerry on July 26, 2024

• Apple Inc. (AAPL $248.04)
  • $248.04 P/E (TTM): 33.29X Cap: $3.64T
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• Alphabet Inc. (GOOG $328.43)
  • $328.43 P/E (TTM): 32.66X Cap: $3.98T
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• Microsoft Corporation (MSFT $465.95)
  • $465.95 P/E (TTM): 32.09X Cap: $3.46T
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• NVIDIA Corporation (NVDA $187.67)
  • $187.67 P/E (TTM): 45.87X Cap: $4.56T
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• Crocs Inc. (CROX $85.83)
  • $85.83 P/E (TTM): 28.11X Cap: $4.45B
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• CrowdStrike Holdings Inc. (CRWD $452.49)
  • $452.49 Cap: $114.07B
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• Vertiv Holdings LLC Class A (VRT $182.49)
  • $182.49 P/E (TTM): 68.35X Cap: $69.77B
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• Celsius Holdings Inc. (CELH $55.94)
  • $55.94 P/E (TTM): 502.18X Cap: $14.42B
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Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim

Upvote 31

Read Answer Asked by Timothy on July 26, 2024

• Applied Materials Inc. (AMAT $322.38)
  • $322.38 P/E (TTM): 36.73X Cap: $255.62B
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• Micron Technology Inc. (MU $399.65)
  • $399.65 P/E (TTM): 52.38X Cap: $449.80B
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• NVIDIA Corporation (NVDA $187.67)
  • $187.67 P/E (TTM): 45.87X Cap: $4.56T
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• QUALCOMM Incorporated (QCOM $155.82)
  • $155.82 P/E (TTM): 31.5X Cap: $166.42B
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• ON Semiconductor Corporation (ON $61.98)
  • $61.98 P/E (TTM): 81.91X Cap: $24.93B
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• Marvell Technology Inc. (MRVL $80.23)
  • $80.23 P/E (TTM): 29.16X Cap: $68.04B
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• Dell Technologies Inc. Class C (DELL $115.43)
  • $115.43 P/E (TTM): 15.3X Cap: $76.49B
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• Vertiv Holdings LLC Class A (VRT $182.49)
  • $182.49 P/E (TTM): 68.35X Cap: $69.77B
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Q: On a scale from 1 to 10, what number would you assign the following eight stocks where 10 represents the most upside and 1 the least, and what letter grade would you give them where an A represents the least risk and an F the most?

NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT

Upvote 20

Read Answer Asked by Brian on July 26, 2024

• Roper Technologies Inc. (ROP $407.61)
  • $407.61 P/E (TTM): 28.06X Cap: $43.87B
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• United Rentals Inc. (URI $919.03)
  • $919.03 P/E (TTM): 24.63X Cap: $58.47B
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Q: Hi,
Have held ROP for many years and done well. Can you please comment on recent earnings which clearly street not happy with. What are your thoughts on a switch from ROP to URI, a company I have wanted to buy for a long time? What is good price for URI? Thank you!

Upvote 3

Read Answer Asked by Neil on July 26, 2024

• iShares Russell 2000 Growth ETF (IWO $346.76)
  • $346.76 P/E (TTM): 22.82X Cap: $14B
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• iShares S&P/TSX SmallCap Index ETF (XCS $35.38)
  • $35.38 P/E (TTM): 3.09X Cap: $311M
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• Vanguard Small Cap Growth ETF (VBK $323.63)
  • $323.63 P/E (TTM): 22.6X Cap: $20.56B
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• ISHARES TRUST (IJT $149.82)
  • $149.82 P/E (TTM): 19.13X Cap: $6.65B
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Q: Hi there,

Can you comment on the strength of small and mid caps going forward and give me 1 US and 1 Cdn etf to look at?

Ok thanks!

Upvote 3

Read Answer Asked by Robert on July 26, 2024

• Ulta Beauty Inc. (ULTA $686.12)
  • $686.12 P/E (TTM): 26.17X Cap: $30.43B
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Q: Ulta Beauty keeps dropping - it's down 20% from same time last year, and I'm down 26%. Do you see a concerning trend? Do you think the funds would be better deployed elsewhere? Thanks!

Upvote 6

Read Answer Asked by Kim on July 25, 2024

• Constellation Energy Corporation (CEG $289.06)
  • $289.06 P/E (TTM): 32.92X Cap: $104.74B
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Q: What's going on with CEG lately? Any news regarding the recent drop?

Upvote 2

Read Answer Asked by Max on July 25, 2024

• Alphabet Inc. (GOOG $328.43)
  • $328.43 P/E (TTM): 32.66X Cap: $3.98T
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• General Dynamics Corporation (GD $363.27)
  • $363.27 P/E (TTM): 23.72X Cap: $98.12B
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• Roper Technologies Inc. (ROP $407.61)
  • $407.61 P/E (TTM): 28.06X Cap: $43.87B
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• The Trade Desk Inc. (TTD $36.55)
  • $36.55 P/E (TTM): 42.32X Cap: $17.67B
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Q: Any reason for the decline in price today,would you buy any today and in what order thanx

Upvote 5

Read Answer Asked by andre on July 24, 2024

• Alphabet Inc. (GOOG $328.43)
  • $328.43 P/E (TTM): 32.66X Cap: $3.98T
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Q: Can you comment on Google earnings? Thank-you.

Upvote 9

Read Answer Asked by Alex on July 24, 2024

• Philip Morris International Inc (PM $173.02)
  • $173.02 P/E (TTM): 30.75X Cap: $269.32B
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• Constellation Brands Inc. (STZ $158.78)
  • $158.78 P/E (TTM): 23.26X Cap: $27.53B
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• Brown Forman Inc Class B (BF.B $27.57)
  • $27.57 P/E (TTM): 16.33X Cap: $12.90B
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• Diageo plc (DEO $91.49)
  • $91.49 P/E (TTM): 21.42X Cap: $50.74B
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Q: I would like to replace Diageo with company that has a better growth profile. Can you provide me with a few names please; CDN or US$. Thanks as always.

Upvote 4

Read Answer Asked by Gerry on July 24, 2024

• Philip Morris International Inc (PM $173.02)
  • $173.02 P/E (TTM): 30.75X Cap: $269.32B
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• Enbridge Inc. (ENB $66.05)
  • $66.05 P/E (TTM): 25.03X Cap: $144.07B
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• Canadian Natural Resources Limited (CNQ $49.47)
  • $49.47 P/E (TTM): 15.42X Cap: $103.05B
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• Ares Management Corporation Class A (ARES $155.89)
  • $155.89 P/E (TTM): 69.5X Cap: $50.95B
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• British American Tobacco p.l.c. (BTI $59.16)
  • $59.16 P/E (TTM): 31.71X Cap: $128.89B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.23)
  • $70.23 P/E (TTM): 32.38X Cap: $113.12B
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Q: Hi,
what would be your top 3 dividend stock right now that's not in financial and utilities?
Also what would be your top 3 in US?
Thank You

Upvote 9

Read Answer Asked by Danny on July 24, 2024

• Vertiv Holdings LLC Class A (VRT $182.49)
  • $182.49 P/E (TTM): 68.35X Cap: $69.77B
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Q: A fairly large move by VRT after earnings. Can I have your opinion? Also does this look like a buying opportunity?

Thank-you.

Upvote 10

Read Answer Asked by Alex on July 24, 2024

• SPDR S&P 500 ETF Trust (SPY $689.23)
  • $689.23 P/E (TTM): 26.22X Cap: $715.47B
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Q: CRTC NYSE Arca/US Xtrackers US National Critical Technologies ETF.

What's your opinion on this one buy or not?

Holdings seem similar to other ETF's I hold.

Thank you.

Upvote 1

Read Answer Asked by Ross on July 24, 2024

• United Parcel Service Inc. (UPS $107.98)
  • $107.98 P/E (TTM): 16.92X Cap: $91.60B
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Q: Hello, UPS has dropped quite a bit following earnings release, do you believe it is more of a « market dislocation » or does it reflect UPS’s new value? If the former, is this a good opportunity to buy now? Thanks?

Upvote 4

Read Answer Asked by Martin on July 24, 2024

Q: SHLD NYSE Arca/US Global X Defense Tech ETF

What's your opinion on this one, buy or not?

Has some unusual holdings.

Thank you.

Upvote 3

Read Answer Asked by Ross on July 24, 2024

• Medpace Holdings Inc. (MEDP $588.05)
  • $588.05 P/E (TTM): 42.4X Cap: $16.56B
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Q: Your comments please on their recent quarterly results and the market reaction - a 20% drawdown.

Thanks,

Upvote 3

Read Answer Asked by Adam on July 23, 2024

• The Walt Disney Company (DIS $110.98)
  • $110.98 P/E (TTM): 16.53X Cap: $196.81B
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• Alight Inc. Class A (ALIT $1.49)
  • $1.49 Cap: $831M
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• DraftKings Inc. (DKNG $29.97)
  • $29.97 Cap: $14.91B
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• Celsius Holdings Inc. (CELH $55.94)
  • $55.94 P/E (TTM): 502.18X Cap: $14.42B
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• JFrog Ltd. (FROG $58.43)
  • $58.43 Cap: $6.40B
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• Affirm Holdings Inc. (AFRM $71.43)
  • $71.43 P/E (TTM): 110.36X Cap: $23.57B
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• Coupang Inc. Class A (CPNG $19.99)
  • $19.99 P/E (TTM): 94.55X Cap: $36.51B
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• SoFi Technologies Inc. (SOFI $25.85)
  • $25.85 P/E (TTM): 46.59X Cap: $32.54B
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Q: pleade rank the following list of stocks to sell : SOFI, AFRM, DIS, FROG, CPNG, ALIT, CELH, DKNG. Thanks"

Upvote 3

Read Answer Asked by Esther on July 23, 2024

Q: Hello 5i
Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 23, 2024