Investment Q&A

• NVIDIA Corporation (NVDA $183.04)
  • $183.04 P/E (TTM): 37.24X Cap: $4.44T
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Q: Please discuss NVDA’s recent decline? Does this validate selling/trimming? Thanks

Upvote 8

Read Answer Asked by Nick on September 04, 2024

• NVIDIA Corporation (NVDA $183.04)
  • $183.04 P/E (TTM): 37.24X Cap: $4.44T
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Q: What do you make of the escalation of the anti-trust probe (Bloomberg) and any others issues you may know of and their impact on the stock - neutral, delayed, negligible, significant, etc. Thanks

Upvote 11

Read Answer Asked by TOM on September 04, 2024

• NICE Ltd (NICE $126.86)
  • $126.86 P/E (TTM): 17.22X Cap: $7.33B
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Q: Hi, can i get your opinion on this company?

Upvote 3

Read Answer Asked by Danny on September 04, 2024

• Match Group Inc. (MTCH $30.80)
  • $30.80 P/E (TTM): 13.15X Cap: $7.16B
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Q: thoughts on match now and long term ?

Upvote 1

Read Answer Asked by steve on September 04, 2024

• Amazon.com Inc. (AMZN $216.82)
  • $216.82 P/E (TTM): 29.06X Cap: $2.32T
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• Broadcom Inc. (AVGO $317.53)
  • $317.53 P/E (TTM): 66.07X Cap: $1.50T
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• Alphabet Inc. (GOOG $303.45)
  • $303.45 P/E (TTM): 28.34X Cap: $3.67T
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• Microsoft Corporation (MSFT $405.20)
  • $405.20 P/E (TTM): 25.26X Cap: $3T
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• NVIDIA Corporation (NVDA $183.04)
  • $183.04 P/E (TTM): 37.24X Cap: $4.44T
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• BlackRock Inc. (BLK $1,049.23)
  • $1,049.23 P/E (TTM): 30.26X Cap: $163.19B
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• Constellation Software Inc. (CSU $2,650.66)
  • $2,650.66 P/E (TTM): 60.17X Cap: $56.17B
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• Crocs Inc. (CROX $83.57)
  • $83.57 Cap: $4.28B
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• Berkshire Hathaway Inc. (BRK.B $487.48)
  • $487.48 P/E (TTM): 0.04X Cap: $1.05T
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• Vertiv Holdings LLC Class A (VRT $251.28)
  • $251.28 P/E (TTM): 75.59X Cap: $93.52B
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• Celsius Holdings Inc. (CELH $45.57)
  • $45.57 P/E (TTM): 447.73X Cap: $12.10B
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• Cellebrite DI Ltd. (CLBT $14.16)
  • $14.16 Cap: $3.53B
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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 $163.54)
  • $163.54 P/E (TTM): 43.79X Cap: $34.71B
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• Constellation Energy Corporation (CEG $322.85)
  • $322.85 P/E (TTM): 44.21X Cap: $117.59B
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• GE Vernova Inc. (GEV $841.27)
  • $841.27 P/E (TTM): 49.81X Cap: $226.94B
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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 $3.35)
  • $3.35 Cap: $276M
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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 $209.93)
  • $209.93 P/E (TTM): 132.5X Cap: $11.19B
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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 $501.18)
  • $501.18 P/E (TTM): 63.06X Cap: $177.98B
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• Microsoft Corporation (MSFT $405.20)
  • $405.20 P/E (TTM): 25.26X Cap: $3T
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• Booking Holdings Inc. (BKNG $4,253.58)
  • $4,253.58 P/E (TTM): 25.0X Cap: $134.72B
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• Salesforce Inc. (CRM $193.08)
  • $193.08 P/E (TTM): 26.17X Cap: $178.21B
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• Eli Lilly and Company (LLY $1,003.57)
  • $1,003.57 P/E (TTM): 43.91X Cap: $946.72B
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• Roper Technologies Inc. (ROP $361.27)
  • $361.27 P/E (TTM): 25.07X Cap: $37.18B
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• Constellation Software Inc. (CSU $2,650.66)
  • $2,650.66 P/E (TTM): 60.17X Cap: $56.17B
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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 Dan 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 $16.53)
  • $16.53 P/E (TTM): 46.33X Cap: $6.26B
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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 $96.80)
  • $96.80 Cap: $5.78B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $87.89)
  • $87.89 Cap: $4.83B
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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: $233M
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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 $245.97)
  • $245.97 P/E (TTM): 33.13X Cap: $156.35B
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• Vertiv Holdings LLC Class A (VRT $251.28)
  • $251.28 P/E (TTM): 75.59X Cap: $93.52B
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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 $152.37)
  • $152.37 P/E (TTM): 28.01X Cap: $437.92B
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• MongoDB Inc. (MDB $248.01)
  • $248.01 Cap: $20.18B
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• Elastic N.V. (ESTC $51.85)
  • $51.85 Cap: $5.45B
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• Confluent Inc. (CFLT $30.75)
  • $30.75 Cap: $10.99B
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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 $103.04)
  • $103.04 P/E (TTM): 15.37X Cap: $182.53B
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• A.O. Smith Corporation (AOS $73.35)
  • $73.35 P/E (TTM): 20.24X Cap: $10.14B
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• Vertiv Holdings LLC Class A (VRT $251.28)
  • $251.28 P/E (TTM): 75.59X Cap: $93.52B
  • View VRT Profile
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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 $226.48)
  • $226.48 Cap: $11.30B
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• Huntington Ingalls Industries Inc. (HII $437.03)
  • $437.03 P/E (TTM): 29.48X Cap: $17.14B
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• Curtiss-Wright Corporation (CW $712.59)
  • $712.59 P/E (TTM): 56.45X Cap: $26.27B
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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 $14.16)
  • $14.16 Cap: $3.53B
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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 $95.60)
  • $95.60 P/E (TTM): 27.01X Cap: $122.73B
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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