Investment Q&A

• Apple Inc. (AAPL $247.66)
  • $247.66 P/E (TTM): 37.22X Cap: $3.67T
  • View AAPL Profile
  • View Questions on AAPL

Q: Should I be worried about the DOJ intentions reported today against Apple Inc? Is this a good time to move my position in Apple down to about 10% from current over 20% or is it a little late to do that and instead just ride it out?

Many Thanks

Upvote 4

Read Answer Asked by Frank on March 21, 2024

Q: Have you crossed paths with this name? Small biopharma company. The Company creates psychedelic-based therapeutics for mental health improvement.

Any thoughts?

Carl

Upvote 3

Read Answer Asked by Carl on March 21, 2024

• Starbucks Corporation (SBUX $80.03)
  • $80.03 P/E (TTM): 33.82X Cap: $89.18B
  • View SBUX Profile
  • View Questions on SBUX

Q: Am interested in a couple of Cons.Disc. Stocks - SBUX and NKE . Both global brands and lagging in part , I believe , due to China concerns . From previous questions , my impression is that you would be OK with either if one is prepared to be patient as things work out.
Would that be a fair assessment and which would you choose between the two ?

Upvote 3

Read Answer Asked by William on March 21, 2024

• Costco Wholesale Corporation (COST $935.56)
  • $935.56 P/E (TTM): 66.76X Cap: $414.62B
  • View COST Profile
  • View Questions on COST
• Starbucks Corporation (SBUX $80.03)
  • $80.03 P/E (TTM): 33.82X Cap: $89.18B
  • View SBUX Profile
  • View Questions on SBUX
• McDonald's Corporation (MCD $300.11)
  • $300.11 P/E (TTM): 25.45X Cap: $211.94B
  • View MCD Profile
  • View Questions on MCD
• Restaurant Brands International Inc. (QSR $93.62)
  • $93.62 P/E (TTM): 25.32X Cap: $42.55B
  • View QSR Profile
  • View Questions on QSR

Q: Please rank for growth from 1-10 with 10 being best

Upvote 10

Read Answer Asked by Doug on March 21, 2024

Q: Your opinion on XMMO ETF?

Upvote 6

Read Answer Asked by Carlos on March 21, 2024

• NVIDIA Corporation (NVDA $188.32)
  • $188.32 P/E (TTM): 52.18X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA
• XPO Inc. (XPO $128.43)
  • $128.43 P/E (TTM): 44.92X Cap: $15.12B
  • View XPO Profile
  • View Questions on XPO

Q: Is this stock the NVDA of trucking companies?
Thanks Again

Upvote 7

Read Answer Asked by eugene on March 21, 2024

• Klaviyo Inc. Series A (KVYO $24.49)
  • $24.49 Cap: $7.83B
  • View KVYO Profile
  • View Questions on KVYO

Q: I recently bought into Klaviyo as a speculative play based on Shopify having a significant stake in it. In looking at its quarterly report with my untrained laymen analysis skills, am I correct in thinking that things seem to be going okay with this company? I’d appreciate your thoughts about where, provided things go well, this company is going in the future? (Steady grower, volatile changes, buy out candidate) Are there any comparables?
Thank you for the great service!
Mike

Upvote 4

Read Answer Asked by Mike on March 21, 2024

• Advanced Micro Devices Inc. (AMD $216.42)
  • $216.42 P/E (TTM): 124.08X Cap: $351.21B
  • View AMD Profile
  • View Questions on AMD

Q: Why it keeps falling.

Thanks,
Milan

Upvote 4

Read Answer Asked by Milan on March 21, 2024

• U-Haul Holding Co Com (UHAL $55.72)
  • $55.72 P/E (TTM): 21.3X Cap: $10.65B
  • View UHAL Profile
  • View Questions on UHAL
• U-Haul Holding Company Series N Non-Voting (UHAL.B $50.51)
  • $50.51 P/E (TTM): 21.3X Cap: $10.91B
  • View UHAL.B Profile
  • View Questions on UHAL.B

Q: What is the difference between a and b shares?

Upvote 1

Read Answer Asked by Paul on March 21, 2024

• NVIDIA Corporation (NVDA $188.32)
  • $188.32 P/E (TTM): 52.18X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA

Q: I keep reading and stock keeps growing. Would you buy at current price, as likely not getting a pull back and what weighting would you consider. Cheers!

Upvote 8

Read Answer Asked by Steven on March 21, 2024

• GigaCloud Technology Inc (GCT $26.70)
  • $26.70 P/E (TTM): 7.86X Cap: $1.06B
  • View GCT Profile
  • View Questions on GCT

Q: Would you please provide your thoughts on GCT and its recent earnings. Seems odd that it advanced significantly immediately after the earnings were announced, and then the next trading day it gives back all the gains, and is now lower than the day prior to the earnings announcement.

Upvote 3

Read Answer Asked by Richard on March 20, 2024

• Chipotle Mexican Grill Inc. (CMG $40.90)
  • $40.90 P/E (TTM): 35.55X Cap: $53.39B
  • View CMG Profile
  • View Questions on CMG

Q: Would you buy Chipotle today ?

Upvote 3

Read Answer Asked by Fernando on March 20, 2024

• Palantir Technologies Inc. (PLTR $177.21)
  • $177.21 P/E (TTM): 584.8X Cap: $420.40B
  • View PLTR Profile
  • View Questions on PLTR

Q: I know you hold Palantir. Do you think it's over valued at this price? It seems like a promising company with intriguing software but I worry about buying it at this valuation. Thanks,

Jason

Upvote 7

Read Answer Asked by Jason on March 20, 2024

• Netflix Inc. (NFLX $1,219.03)
  • $1,219.03 P/E (TTM): 51.98X Cap: $517.99B
  • View NFLX Profile
  • View Questions on NFLX
• Chipotle Mexican Grill Inc. (CMG $40.90)
  • $40.90 P/E (TTM): 35.55X Cap: $53.39B
  • View CMG Profile
  • View Questions on CMG
• Tesla Inc. (TSLA $435.90)
  • $435.90 P/E (TTM): 239.01X Cap: $1.33T
  • View TSLA Profile
  • View Questions on TSLA

Q: What would be your opinion of the 50 for 1 split to be voted on in June? I know these splits don't change the company but can help generate buzz with more retail investors seemingly able to buy more shares to form a meaningful position. My question would be do you think CMG have the same ability like a TESLA or Netflix which are two I can think of off the top of my head that split and then ran back up towards their previous pre split price.? thanks

Upvote 3

Read Answer Asked by Kolbi on March 20, 2024

• Crocs Inc. (CROX $81.49)
  • $81.49 P/E (TTM): 20.56X Cap: $4.18B
  • View CROX Profile
  • View Questions on CROX

Q: Hi 5i
Croxs has been experiencing strong positive momentum especially since earnings. Can you explain the driving forces and who are the players driving this. ie: retail or institutional buyers?..Is this momentum being supported by insider buying/ownership?

I know 5i does not like to focus too much on share price estimates and I understand the market can "get ahead of itself" , but at what point would you consider this company "fairly priced"...

thx

Upvote 7

Read Answer Asked by jim on March 20, 2024

• Microsoft Corporation (MSFT $514.05)
  • $514.05 P/E (TTM): 37.46X Cap: $3.79T
  • View MSFT Profile
  • View Questions on MSFT
• QUALCOMM Incorporated (QCOM $161.78)
  • $161.78 P/E (TTM): 14.84X Cap: $165.72B
  • View QCOM Profile
  • View Questions on QCOM
• International Business Machines Corporation (IBM $277.22)
  • $277.22 P/E (TTM): 44.95X Cap: $258.79B
  • View IBM Profile
  • View Questions on IBM
• Mastercard Incorporated (MA $559.24)
  • $559.24 P/E (TTM): 37.59X Cap: $503.96B
  • View MA Profile
  • View Questions on MA
• Motorola Solutions Inc. (MSI $456.25)
  • $456.25 P/E (TTM): 36.71X Cap: $76.02B
  • View MSI Profile
  • View Questions on MSI
• Oracle Corporation (ORCL $308.01)
  • $308.01 P/E (TTM): 67.5X Cap: $832.50B
  • View ORCL Profile
  • View Questions on ORCL

Q: Hi Peter can you provide opinion on TDV etf. What are your thoughts of it price and quality?

Upvote 4

Read Answer Asked by Frank on March 20, 2024

• NuScale Power Corporation Class A (SMR $45.02)
  • $45.02 Cap: $11.17B
  • View SMR Profile
  • View Questions on SMR

Q: Any idea for weakness in SMR RAK

Upvote 1

Read Answer Asked by bob on March 20, 2024

Q: Would you comment, please, on the Reddit IPO. Is it a good prospect and what would be your expectations. Thanks.

Upvote 2

Read Answer Asked by Sylvia on March 20, 2024

• QUALCOMM Incorporated (QCOM $161.78)
  • $161.78 P/E (TTM): 14.84X Cap: $165.72B
  • View QCOM Profile
  • View Questions on QCOM
• AT&T Inc. (T $25.59)
  • $25.59 P/E (TTM): 14.7X Cap: $184.98B
  • View T Profile
  • View Questions on T
• United Rentals Inc. (URI $974.54)
  • $974.54 P/E (TTM): 24.61X Cap: $61.12B
  • View URI Profile
  • View Questions on URI
• ATS Corporation (ATS $35.56)
  • $35.56 Cap: $3.47B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• BCE Inc. (BCE $24.20)
  • $24.20 P/E (TTM): 72.74X Cap: $22.25B
  • View BCE Profile
  • View Questions on BCE

Q: I like ATS but am down a bit over the past couple of years. PA suggests I boost my US positions. Im not optimistic about Canada's medium term growth prospects when compared to the US so this might be a good time to make some portfolio adjustments. I'm considering selling ATS and buying a US industrial, perhaps URI. Your thoughts, please. In the same vein, I am looking at Canada's telecom sector and I'm down in both BCE and T. Of course, both pay hopefully sustainable dividends. The US telco sector doesn't look much better. I'm considering bailing on the telcos and adding QCOM as a quasi-surrogate. I know it's rated as tech but telco's are all giving me headaches. Your thoughts please. Al

Upvote 8

Read Answer Asked by alex on March 20, 2024

Q: LMAT does seem to show up on your site. It "manufactures and distributes medical devices for the treatment of peripheral vascular disease". Thoughts on this company growth, competition, etc.? Thanks

Upvote 1

Read Answer Asked by Stephen on March 20, 2024