Investment Q&A

• Alphabet Inc. (GOOG $381.94)
  • $381.94 P/E (TTM): 32.13X Cap: $4.23T
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• Microsoft Corporation (MSFT $407.78)
  • $407.78 P/E (TTM): 26.55X Cap: $3.02T
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• Advanced Micro Devices Inc. (AMD $354.49)
  • $354.49 P/E (TTM): 127.21X Cap: $577.93B
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Q: Do you think it likely that we are at or near the bottom for this correction in the tech stocks?/ Of MSFT, GOOG, AMD, which would you prefer and are any or all definite buys?? Thanks Jim

Upvote 11

Read Answer Asked by jim on August 15, 2024

• Estee Lauder Companies Inc. (The) (EL $76.71)
  • $76.71 Cap: $27.74B
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Q: What are you current thoughts on Estee and if you owned would you hold or sell ? Thank you.

Upvote 1

Read Answer Asked by Paul on August 15, 2024

• PayPal Holdings Inc. (PYPL $50.14)
  • $50.14 P/E (TTM): 9.42X Cap: $46.16B
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• Sea Limited American Depositary Shares each representing one Class A (SE $84.88)
  • $84.88 P/E (TTM): 33.69X Cap: $51.98B
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Q: Thoughts on these companies? Would you buy today? If so why?

Upvote 4

Read Answer Asked by Cory on August 15, 2024

Q: Can you please comment Rocket Lab USA RKLB?

Upvote 1

Read Answer Asked by Frank on August 14, 2024

• Core & Main Inc. Class A (CNM $50.37)
  • $50.37 P/E (TTM): 20.97X Cap: $9.42B
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Q: Can you share your thoughts please, thanks.

Upvote 3

Read Answer Asked by MG on August 14, 2024

• Generac Holdlings Inc. (GNRC $259.23)
  • $259.23 P/E (TTM): 94.02X Cap: $12.96B
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Q: This company has really dropped since I purchaed it
Is it a buy, hold, or sell and why?

Thank you

Upvote 1

Read Answer Asked by patricia on August 14, 2024

• Chipotle Mexican Grill Inc. (CMG $33.99)
  • $33.99 P/E (TTM): 28.94X Cap: $43.69B
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Q: You've recently described Chipotle as expensive, even after a large drop since mid-June. What would you consider a reasonable valuation for it now, and do you see the surprise and very sudden departure of the CEO (and any other talent he poaches from there) as affecting its future prospects?

Upvote 7

Read Answer Asked by Peter on August 14, 2024

• Marriott International (MAR $361.69)
  • $361.69 P/E (TTM): 37.22X Cap: $95.82B
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• Philip Morris International Inc (PM $165.07)
  • $165.07 P/E (TTM): 22.41X Cap: $257.27B
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• Union Pacific Corporation (UNP $269.48)
  • $269.48 P/E (TTM): 22.12X Cap: $159.99B
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• Zimmer Biomet Holdings Inc. (ZBH $82.43)
  • $82.43 P/E (TTM): 22.55X Cap: $15.95B
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Q: Your updated thoughts on Zimmer please, for a long term hold. Dividend invesstor.

Upvote 2

Read Answer Asked by steve on August 14, 2024

• Gilead Sciences Inc. (GILD $130.84)
  • $130.84 P/E (TTM): 19.03X Cap: $162.42B
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Q: Is this company a buy, hold, or sell and why?

THank you

Upvote 2

Read Answer Asked by patricia on August 14, 2024

• Roblox Corporation Class A (RBLX $55.26)
  • $55.26 Cap: $39.23B
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Q: Can you please comment RBLX? Thank you!

Upvote 1

Read Answer Asked by Frank on August 14, 2024

• Shift4 Payments Inc. Class A (FOUR $44.28)
  • $44.28 P/E (TTM): 64.51X Cap: $3.51B
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Q: Please provide an update on this security.
I hold it in my RRSP. It hasn’t done much, But I am a patient investor. Would you continue to hold?
Thank you kindly,

Upvote 3

Read Answer Asked by Karim on August 14, 2024

• Intuitive Surgical Inc. (ISRG $457.61)
  • $457.61 P/E (TTM): 55.14X Cap: $160.72B
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• NVIDIA Corporation (NVDA $199.57)
  • $199.57 P/E (TTM): 42.7X Cap: $4.84T
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• Eli Lilly and Company (LLY $934.60)
  • $934.60 P/E (TTM): 37.09X Cap: $883.02B
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• Motorola Solutions Inc. (MSI $439.03)
  • $439.03 P/E (TTM): 33.67X Cap: $72.96B
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• The Trade Desk Inc. (TTD $23.59)
  • $23.59 P/E (TTM): 27.08X Cap: $11.08B
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• Monolithic Power Systems Inc. (MPWR $1,614.41)
  • $1,614.41 P/E (TTM): 118.73X Cap: $79.29B
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• Super Micro Computer Inc. (SMCI $27.40)
  • $27.40 P/E (TTM): 19.35X Cap: $16.41B
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• Coherent Corp. (COHR $319.71)
  • $319.71 P/E (TTM): 296.05X Cap: $59.93B
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• Aspen Aerogels Inc. (ASPN $3.71)
  • $3.71 Cap: $307M
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• Vertiv Holdings LLC Class A (VRT $328.49)
  • $328.49 P/E (TTM): 89.79X Cap: $126.17B
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• RTX Corporation (RTX $176.07)
  • $176.07 P/E (TTM): 32.96X Cap: $237.11B
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• Palantir Technologies Inc. (PLTR $139.11)
  • $139.11 P/E (TTM): 224.1X Cap: $333.46B
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• Cellebrite DI Ltd. (CLBT $13.00)
  • $13.00 Cap: $3.24B
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Q: I am overweight both of these names. I am hoping for a recovery pop at which time I will seek to sell down a bit and spread the money out. Can you please give me a few other names that you might suggest for growth at this time? I sold booking holdings at a loss so please exclude that name. I am too afraid to buy back smci due to its wild volatility. I was consider coherent, Motorola, and Monolithic Power but am open to other suggestions. Thank you.

Jason

Upvote 6

Read Answer Asked by Jason on August 14, 2024

• NVIDIA Corporation (NVDA $199.57)
  • $199.57 P/E (TTM): 42.7X Cap: $4.84T
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• Rockwell Automation Inc. (ROK $408.91)
  • $408.91 P/E (TTM): 45.79X Cap: $45.94B
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• Advanced Micro Devices Inc. (AMD $354.49)
  • $354.49 P/E (TTM): 127.21X Cap: $577.93B
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• Cognex Corporation (CGNX $55.51)
  • $55.51 P/E (TTM): 78.71X Cap: $9.27B
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• ABB Ltd. (ABBNY $100.46)
  • $100.46 P/E (TTM): 48.1X Cap: $184.66B
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Q: Can you give a quick opinion on each of the above stocks at this time for long term positions in the AI and robotic sectors?

Is there a good ETF that invests in the AI and robotic sectors to consider?

Upvote 5

Read Answer Asked by Mike on August 14, 2024

• Intuitive Surgical Inc. (ISRG $457.61)
  • $457.61 P/E (TTM): 55.14X Cap: $160.72B
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• NVIDIA Corporation (NVDA $199.57)
  • $199.57 P/E (TTM): 42.7X Cap: $4.84T
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• Booking Holdings Inc. (BKNG $168.36)
  • $168.36 P/E (TTM): 1.05X Cap: $130.45B
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• Eli Lilly and Company (LLY $934.60)
  • $934.60 P/E (TTM): 37.09X Cap: $883.02B
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• TransMedics Group Inc. (TMDX $100.79)
  • $100.79 P/E (TTM): 20.32X Cap: $3.48B
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Q: Could you suggest 10 High growth stocks to buy and keep for next 10 years.

Thanks

Upvote 40

Read Answer Asked by HARRY on August 14, 2024

• NVIDIA Corporation (NVDA $199.57)
  • $199.57 P/E (TTM): 42.7X Cap: $4.84T
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Q: I want to buy some nividia stock. It would be purchased with Canadian funds and some would be in a registered account and some woulld be in a non registered account. My holding time would two to three years and possibly longer. Is it better to buy NVDA-Q or NVDA-NE?
Thank you for your assistance in this matter. Ian

Upvote 4

Read Answer Asked by Ian on August 14, 2024

• Terran Orbital Corporation (LLAP)
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Q: Hello,
Any reason for the big price drop this week?
Thanks

Upvote 1

Read Answer Asked by Carlo on August 14, 2024

• Starbucks Corporation (SBUX $105.33)
  • $105.33 P/E (TTM): 87.92X Cap: $120.04B
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Q: The market clearly likes the new CEO, do you? Does this change your view on SBUX? Or might this be a good time to sell and reevaluate the company after a while? Thank you.

Upvote 5

Read Answer Asked by Alex on August 14, 2024

• DraftKings Inc. (DKNG $23.32)
  • $23.32 Cap: $11.56B
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• Flutter Entertainment Plc (FLUT $107.93)
  • $107.93 Cap: $19.12B
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Q: I bought FLUT shares when they listed in the US thinking they have strength in being the largest international company in sports gambling. Worried to hear recently that they might IPO FanDuel independently from FAN and thus potentially split the interest amongst 2 stock choices and dilute the FAN price. Notes from today’s strong earnings report stated that ‘ Jackson (CEO) said he had no plans to rename the company FanDuel or pursue an initial public offering of that business, something he once considered’. If that statement can be taken on face value, do you see FAN as being more attractive previous to the earnings and that revised strategy?

Upvote 5

Read Answer Asked by John on August 14, 2024

• International Money Express Inc. (IMXI $15.91)
  • $15.91 P/E (TTM): 14.61X Cap: $479M
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Q: Can you please share your thoughts on IMXI & IDN (intellicheck) thank you so much.

Upvote 1

Read Answer Asked by MG on August 13, 2024

• McKesson Corporation (MCK $815.20)
  • $815.20 P/E (TTM): 23.73X Cap: $99.85B
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Q: MCK had a significant pullback after it reported. Please comment on the results. Do you think the pullback was warranted or was it overdone?
Thanks for your insights.
Ian

Upvote 4

Read Answer Asked by Ian on August 13, 2024