Investment Q&A

• Crocs Inc. (CROX $97.16)
  • $97.16 Cap: $4.81B
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• Rocky Brands Inc. (RCKY $33.13)
  • $33.13 P/E (TTM): 13.43X Cap: $281M
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Q: Can you tell me if this company is worth holding in a TFSA. And if a sell, what should it be replaced with.
Thanks

Upvote 1

Read Answer Asked by Marjorie on November 09, 2024

• Intuitive Surgical Inc. (ISRG $428.06)
  • $428.06 P/E (TTM): 52.52X Cap: $151.60B
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• AeroVironment Inc. (AVAV $165.27)
  • $165.27 Cap: $8.25B
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• Crocs Inc. (CROX $97.16)
  • $97.16 Cap: $4.81B
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• Aspen Aerogels Inc. (ASPN $5.82)
  • $5.82 Cap: $482M
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• SPS Commerce Inc. (SPSC $49.96)
  • $49.96 P/E (TTM): 20.71X Cap: $1.83B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• ADF Group Inc. Subordinate Voting Shares (DRX $9.74)
  • $9.74 P/E (TTM): 9.92X Cap: $283M
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• Vertiv Holdings LLC Class A (VRT $376.23)
  • $376.23 P/E (TTM): 108.5X Cap: $142.11B
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• Cellebrite DI Ltd. (CLBT $13.12)
  • $13.12 Cap: $3.27B
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• TransMedics Group Inc. (TMDX $62.04)
  • $62.04 P/E (TTM): 14.75X Cap: $2.14B
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• Nextpower Inc. (NXT $142.75)
  • $142.75 P/E (TTM): 34.88X Cap: $21.19B
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• GigaCloud Technology Inc (GCT $37.06)
  • $37.06 P/E (TTM): 9.57X Cap: $1.40B
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Q: Since the results of the US election were clear, I wanted to move a few dollars around preparing for the next 4 years. Can you rank in order the 12 stocks listed from best too worst. Only looking for capital appreciation over the next 3-4 years. Thanks.

Upvote 14

Read Answer Asked by Kevin on November 09, 2024

• Upstart Holdings Inc. (UPST $29.71)
  • $29.71 P/E (TTM): 71.03X Cap: $2.84B
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• Sezzle Inc. (SEZL $103.44)
  • $103.44 P/E (TTM): 24.38X Cap: $3.47B
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Q: Hi,
I am curious as to your thoughts on this company - seems to have had blow out earnings - is this something you think should be on our radar? Or just a start up flash in the pan?
Many thanks for all your hard work!

Upvote 4

Read Answer Asked by Dawn on November 09, 2024

• Eli Lilly and Company (LLY $1,004.97)
  • $1,004.97 P/E (TTM): 44.26X Cap: $948.05B
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• Axon Enterprise Inc. (AXON $388.19)
  • $388.19 P/E (TTM): 151.94X Cap: $31.28B
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Q: If YOU were going to initiate a position in the above two stocks, would you:
1) buy at current levels
2) wait until valuations are better
3) buy at regular intervals over the next 12 mos

Thank you.

Upvote 4

Read Answer Asked by Trevor on November 08, 2024

• Mondelez International Inc. (MDLZ $60.97)
  • $60.97 P/E (TTM): 32.55X Cap: $78.26B
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• Coca-Cola Company (The) (KO $80.45)
  • $80.45 P/E (TTM): 26.4X Cap: $346.26B
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Q: With the election behind us and changes in the market, is their a need to currently own Consumer Defensive stocks like KO or MDLZ or wait for a better entry point?

Upvote 3

Read Answer Asked by Craig on November 08, 2024

• Dutch Bros Inc. Class A (BROS $50.00)
  • $50.00 P/E (TTM): 75.62X Cap: $9.20B
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Q: Would you consider a starter position into this positive momentum? What did you think of the results? The next Starbucks? Haha
Thanks

Upvote 1

Read Answer Asked by Curtis on November 08, 2024

• Axon Enterprise Inc. (AXON $388.19)
  • $388.19 P/E (TTM): 151.94X Cap: $31.28B
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Q: I was looking to buy based on your previous suggestion. Given the outsized gain today on Q3 results is it best to wait for a pullback or simply buy into the good momentum?

Upvote 3

Read Answer Asked by Warren on November 08, 2024

• EPAM Systems Inc. (EPAM $89.69)
  • $89.69 P/E (TTM): 12.99X Cap: $4.68B
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Q: Hi, Could you please comment on EPAM earnings. Thank you

Upvote 1

Read Answer Asked by francis on November 08, 2024

• Jefferies Financial Group Inc. (JEF $52.95)
  • $52.95 P/E (TTM): 17.89X Cap: $10.82B
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• Houlihan Lokey Inc. Class A (HLI $150.93)
  • $150.93 P/E (TTM): 23.09X Cap: $10.53B
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Q: Good morning your thoughts on JEF

Upvote 1

Read Answer Asked by George on November 08, 2024

• BCE Inc. (BCE $33.20)
  • $33.20 P/E (TTM): 4.92X Cap: $30.95B
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• TELUS Corporation (T $17.00)
  • $17.00 P/E (TTM): 23.54X Cap: $26.54B
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• T-Mobile US Inc. (TMUS $188.19)
  • $188.19 P/E (TTM): 19.58X Cap: $203.66B
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Q: Can you please give your opinion on which of these two companies will be most negatively affected going forward by:

- disruption

- competition

Which has the best outlook for its:

- balance sheet

- business growth

- dividend growth

Ultimately if you had to sell one or choose only one for a long term investment, which would it be?

Upvote 6

Read Answer Asked by James on November 08, 2024

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,194.47)
  • $2,194.47 P/E (TTM): 7.79X Cap: $45.25B
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• Berkshire Hathaway Inc. (BRK.B $484.06)
  • $484.06 P/E (TTM): 15.67X Cap: $1.04T
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.29)
  • $65.29 P/E (TTM): 83.85X Cap: $160B
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Q: Warren Buffet has a lot of Cash . What industry will he purchase. What about purchasing Brookfield BA and Fairfax FFH

Is FFH inexpensive ? Is it a BUY Thanks RAK

Upvote 3

Read Answer Asked by bob on November 08, 2024

• Intuitive Surgical Inc. (ISRG $428.06)
  • $428.06 P/E (TTM): 52.52X Cap: $151.60B
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• Eli Lilly and Company (LLY $1,004.97)
  • $1,004.97 P/E (TTM): 44.26X Cap: $948.05B
  • View LLY Profile
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• UnitedHealth Group Incorporated (DE) (UNH $399.09)
  • $399.09 P/E (TTM): 30.21X Cap: $362.43B
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• Novo Nordisk A/S (NVO $45.80)
  • $45.80 P/E (TTM): 12.96X Cap: $363.68B
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Q: What are presently your Top picks in Healthcare; in either CAD or USD. Thanks.

Upvote 10

Read Answer Asked by Gerry on November 08, 2024

• Apple Inc. (AAPL $298.21)
  • $298.21 P/E (TTM): 37.83X Cap: $4.37T
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• Intuitive Surgical Inc. (ISRG $428.06)
  • $428.06 P/E (TTM): 52.52X Cap: $151.60B
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• NVIDIA Corporation (NVDA $235.74)
  • $235.74 P/E (TTM): 46.09X Cap: $5.73T
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• Booking Holdings Inc. (BKNG $154.48)
  • $154.48 P/E (TTM): 0.93X Cap: $119.70B
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• Toromont Industries Ltd. (TIH $225.53)
  • $225.53 P/E (TTM): 36.69X Cap: $18.38B
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• Alimentation Couche-Tard Inc. (ATD $79.32)
  • $79.32 P/E (TTM): 19.72X Cap: $72.86B
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• TerraVest Industries Inc. (TVK $132.02)
  • $132.02 Cap: $2.86B
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• Novo Nordisk A/S (NVO $45.80)
  • $45.80 P/E (TTM): 12.96X Cap: $363.68B
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• S&P Global Inc. (SPGI $403.92)
  • $403.92 P/E (TTM): 27.75X Cap: $119.56B
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• MSCI Inc. (MSCI $567.64)
  • $567.64 P/E (TTM): 32.6X Cap: $41.32B
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• Boyd Group Services Inc. (BYD $143.11)
  • $143.11 P/E (TTM): 119.95X Cap: $3.98B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.29)
  • $65.29 P/E (TTM): 83.85X Cap: $160B
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Q: Hi. My wife and I are in the process of rebalancing our portfolio. We're in our 70s and our portfolio has treated us well. Unfortunately our winners have grown to create a portfolio that is now 70% tech and 30% cash.

We'd like to bring our Nvidia and Apple holdings from just over 20% for each to around 10 or 12%.

Where would you reinvest the proceeds of the sale outside of the tech sector?
What 5 top US companies and 5 Canadian companies would be your favourites and why?

Thanks
Frank

Upvote 20

Read Answer Asked by Frank on November 08, 2024

• Alphabet Inc. (GOOG $397.17)
  • $397.17 P/E (TTM): 36.91X Cap: $4.87T
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Q: What sector does GOOG belong to?

According to nasdaq.com it is Technology.
According to finance.yahoo.com it is Communication Services.

I remember a few years ago it was supposed to be reclassified from Technology to Communication Services, but NASDAQ, which is where it is listed says it is Technology.

Upvote 4

Read Answer Asked by Paul on November 08, 2024

• Intuitive Surgical Inc. (ISRG $428.06)
  • $428.06 P/E (TTM): 52.52X Cap: $151.60B
  • View ISRG Profile
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• NVIDIA Corporation (NVDA $235.74)
  • $235.74 P/E (TTM): 46.09X Cap: $5.73T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $154.48)
  • $154.48 P/E (TTM): 0.93X Cap: $119.70B
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• United Rentals Inc. (URI $972.96)
  • $972.96 P/E (TTM): 24.22X Cap: $60.95B
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• Axon Enterprise Inc. (AXON $388.19)
  • $388.19 P/E (TTM): 151.94X Cap: $31.28B
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• Eagle Materials Inc (EXP $202.11)
  • $202.11 P/E (TTM): 15.09X Cap: $6.35B
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• Propel Holdings Inc. (PRL $21.40)
  • $21.40 P/E (TTM): 11.22X Cap: $842M
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• Catalyst Pharmaceuticals Inc. (CPRX $31.16)
  • $31.16 P/E (TTM): 18.44X Cap: $3.81B
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Q: Good Morning
I’m planning on lightening up my technology weighting, specifically AI related stocks. Can you suggest a couple of US companies that are showing good momentum?
Thank you

Upvote 12

Read Answer Asked by Marty on November 08, 2024

• Alphabet Inc. (GOOG $397.17)
  • $397.17 P/E (TTM): 36.91X Cap: $4.87T
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• Intuitive Surgical Inc. (ISRG $428.06)
  • $428.06 P/E (TTM): 52.52X Cap: $151.60B
  • View ISRG Profile
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Q: I just sold my AAPL and looking for a replacement--doesnt have to be aTech stock --I want to replace it with a CAN or CDR stock.
What one stock would you recommend as a best buy right now? Thanks

Upvote 9

Read Answer Asked by peter on November 08, 2024

• Meta Platforms Inc. (META $618.43)
  • $618.43 P/E (TTM): 26.25X Cap: $1.56T
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• Pinterest Inc. Class A (PINS $19.03)
  • $19.03 P/E (TTM): 40.31X Cap: $10.65B
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Q: Thoughts on PINS quarter. Buy, sell, or hold? Thx M

Upvote 1

Read Answer Asked by Mark on November 08, 2024

• Airbnb Inc. (ABNB $133.67)
  • $133.67 P/E (TTM): 32.83X Cap: $80.56B
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Q: Thoughts on ABNB quarter. Is there a turn here? Do you have faith in the model. Buy, sell, or hold? Thx M

Upvote 1

Read Answer Asked by Mark on November 08, 2024

• Costco Wholesale Corporation (COST $1,041.25)
  • $1,041.25 P/E (TTM): 71.79X Cap: $461.95B
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• Axon Enterprise Inc. (AXON $388.19)
  • $388.19 P/E (TTM): 151.94X Cap: $31.28B
  • View AXON Profile
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• Vertiv Holdings LLC Class A (VRT $376.23)
  • $376.23 P/E (TTM): 108.5X Cap: $142.11B
  • View VRT Profile
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• Palantir Technologies Inc. (PLTR $133.73)
  • $133.73 P/E (TTM): 146.12X Cap: $320.59B
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Q: Please list in order your preferred choices long term? Please consider its current valuation and future growth potential. A management rating please out of 10.

Is it best to wait for a market pull back? Thank you for everything

Upvote 14

Read Answer Asked by Nick on November 08, 2024

• Palo Alto Networks Inc. (PANW $238.21)
  • $238.21 P/E (TTM): 125.85X Cap: $194.37B
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• CrowdStrike Holdings Inc. (CRWD $579.95)
  • $579.95 Cap: $147.61B
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• Palantir Technologies Inc. (PLTR $133.73)
  • $133.73 P/E (TTM): 146.12X Cap: $320.59B
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Q: If these stocks are all buyable today, in what order would you but them today based on price and conviction. Thank you for the service you provide.

Upvote 4

Read Answer Asked by Cheryl on November 08, 2024