Investment Q&A

• Microsoft Corporation (MSFT $404.37)
  • $404.37 P/E (TTM): 25.87X Cap: $3T
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• QUALCOMM Incorporated (QCOM $141.04)
  • $141.04 P/E (TTM): 28.01X Cap: $150.48B
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• International Business Machines Corporation (IBM $272.81)
  • $272.81 P/E (TTM): 35.36X Cap: $255B
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• Mastercard Incorporated (MA $537.46)
  • $537.46 P/E (TTM): 34.23X Cap: $482.63B
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• Motorola Solutions Inc. (MSI $421.13)
  • $421.13 P/E (TTM): 33.89X Cap: $70.14B
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• Oracle Corporation (ORCL $157.16)
  • $157.16 P/E (TTM): 29.43X Cap: $451.69B
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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 $15.57)
  • $15.57 Cap: $4.71B
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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 $141.04)
  • $141.04 P/E (TTM): 28.01X Cap: $150.48B
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• AT&T Inc. (T $28.47)
  • $28.47 P/E (TTM): 8.8X Cap: $199.30B
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• United Rentals Inc. (URI $873.83)
  • $873.83 P/E (TTM): 22.7X Cap: $55.04B
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• ATS Corporation (ATS $41.71)
  • $41.71 Cap: $4.09B
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• BCE Inc. (BCE $25.65)
  • $25.65 P/E (TTM): 5.21X Cap: $24.07B
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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

• Nextpower Inc. (NXT $119.90)
  • $119.90 P/E (TTM): 31.17X Cap: $17.51B
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Q: I am considering making an investment in this security. Would you recommend purchasing at its current price ? Your overall thoughts on the company and its future potential would be appreciated. Thank You.

Upvote 11

Read Answer Asked by Brian on March 20, 2024

• Super Micro Computer Inc. (SMCI $32.04)
  • $32.04 P/E (TTM): 26.4X Cap: $19.96B
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Q: Good morning,

Can I get your assessment on the new shares issued at $875? Where do you think this stock goes from here, and would you rate it buy, sell or hold? Thanks.

Upvote 8

Read Answer Asked by Bradley on March 20, 2024

• NVIDIA Corporation (NVDA $190.05)
  • $190.05 P/E (TTM): 47.16X Cap: $4.58T
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• DTE Energy Company (DTE $139.71)
  • $139.71 P/E (TTM): 20.28X Cap: $29.01B
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• Edison International (EIX $67.06)
  • $67.06 P/E (TTM): 8.33X Cap: $25.80B
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• Eli Lilly and Company (LLY $1,015.21)
  • $1,015.21 P/E (TTM): 51.11X Cap: $959.76B
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• NextEra Energy Inc. (NEE $91.36)
  • $91.36 P/E (TTM): 28.5X Cap: $190.26B
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• NiSource Inc (NI $44.66)
  • $44.66 P/E (TTM): 23.52X Cap: $21.34B
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• DBA Sempra (SRE $91.18)
  • $91.18 P/E (TTM): 26.83X Cap: $58.54B
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• Vertiv Holdings LLC Class A (VRT $248.51)
  • $248.51 P/E (TTM): 76.23X Cap: $76.32B
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Q: Can you suggest 3 "best" US stocks for growth other than MAG7 ?
3 best US with dividends. thanks

Upvote 21

Read Answer Asked by Fernando on March 20, 2024

Q: Hello. What do you think of JEPQ?

Upvote 2

Read Answer Asked by brent on March 20, 2024

• Datadog Inc. (DDOG $127.33)
  • $127.33 P/E (TTM): 356.28X Cap: $45.47B
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• Snowflake Inc. (SNOW $178.83)
  • $178.83 Cap: $62.47B
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• Applovin Corporation (APP $456.81)
  • $456.81 P/E (TTM): 55.85X Cap: $159.82B
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• UiPath Inc. Class A (PATH $11.69)
  • $11.69 P/E (TTM): 30.95X Cap: $6.25B
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• Confluent Inc. (CFLT $30.51)
  • $30.51 Cap: $10.67B
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Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP

Upvote 5

Read Answer Asked by Kel on March 20, 2024

• International Flavors & Fragrances Inc. (IFF $76.97)
  • $76.97 Cap: $19.71B
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• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $100.22)
  • $100.22 P/E (TTM): 183.17X Cap: $29.62B
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• Alexandria Real Estate Equities Inc. (ARE $53.76)
  • $53.76 Cap: $9.85B
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• Transdigm Group Incorporated (TDG $1,326.19)
  • $1,326.19 P/E (TTM): 41.83X Cap: $74.09B
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• Rivian Automotive Inc. (RIVN $14.76)
  • $14.76 Cap: $18.09B
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Q: what would you you recommend as 5 top shorts?

Upvote 2

Read Answer Asked by Gary on March 20, 2024

• Intuitive Surgical Inc. (ISRG $496.12)
  • $496.12 P/E (TTM): 62.62X Cap: $175.84B
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• Abbott Laboratories (ABT $113.59)
  • $113.59 P/E (TTM): 13.94X Cap: $195.24B
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• Edwards Lifesciences Corporation (EW $79.33)
  • $79.33 P/E (TTM): 33.1X Cap: $46.03B
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• Thermo Fisher Scientific Inc (TMO $527.17)
  • $527.17 P/E (TTM): 31.59X Cap: $202.80B
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• Zoetis Inc. Class A (ZTS $128.67)
  • $128.67 P/E (TTM): 21.43X Cap: $56.70B
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• IDEXX Laboratories Inc. (IDXX $648.73)
  • $648.73 P/E (TTM): 51.27X Cap: $51.80B
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• Globus Medical Inc. Class A (GMED $88.26)
  • $88.26 P/E (TTM): 28.33X Cap: $11.87B
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• Atrion Corporation (ATRI)
  • P/E (TTM): 64.5X
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• InMode Ltd. (INMD $14.24)
  • $14.24 Cap: $902M
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• GE HealthCare Technologies Inc. (GEHC $79.20)
  • $79.20 P/E (TTM): 17.38X Cap: $36.09B
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Q: Please rank these healthcare stocks in terms of long term growth potential (5-10 years or more): EW, ISRG, IDXX, GEHC, ZTS, ABT, TMO, ATRI, GMED, INMD

Upvote 2

Read Answer Asked by Brian on March 20, 2024

• Palo Alto Networks Inc. (PANW $165.30)
  • $165.30 P/E (TTM): 105.06X Cap: $115.36B
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• Zscaler Inc. (ZS $171.00)
  • $171.00 Cap: $27.80B
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• CrowdStrike Holdings Inc. (CRWD $415.81)
  • $415.81 Cap: $104.82B
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• Cloudflare Inc. Class A (NET $189.41)
  • $189.41 Cap: $63.04B
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Q: On the software security front, my opinion is that the general, PANW is slipping a bit and being reigned in by CRWD, NET, ZS. What is your opinion on these, and also S? Could you please rank for growth over the next 5 years?

Upvote 4

Read Answer Asked by Kel on March 19, 2024

• Euronet Worldwide Inc. (EEFT $70.19)
  • $70.19 P/E (TTM): 10.66X Cap: $2.95B
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Q: Your much appreciated analysis please, thanks.

Upvote 1

Read Answer Asked by MG on March 19, 2024

• Varonis Systems Inc. (VRNS $26.29)
  • $26.29 Cap: $3.08B
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Q: is it worth the high multiple?

Upvote 2

Read Answer Asked by Gary on March 19, 2024

• Safehold Inc. (SAFE $15.05)
  • $15.05 P/E (TTM): 9.62X Cap: $1.10B
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Q: I asked this question a couple of years ago and am looking for your updated opinion.

I like the idea behind this business and perhaps it is a very long-term prospect. Or, perhaps it's just not working, as its stock price suggests.

Kevin

Upvote 1

Read Answer Asked by Kevin on March 19, 2024

• Zoetis Inc. Class A (ZTS $128.67)
  • $128.67 P/E (TTM): 21.43X Cap: $56.70B
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Q: Good morning,

Could you please comment on the recent slide in price and whether you would buy at these levels?
Thank you

Upvote 2

Read Answer Asked by Brad on March 19, 2024

Q: Can I have your thoughts on RGTI and quantum computing in general. Thank-you.

Upvote 1

Read Answer Asked by Alex on March 19, 2024

• NuScale Power Corporation Class A (SMR $15.57)
  • $15.57 Cap: $4.71B
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Q: What is going on with SMR Volume 4 times the daily volume Stock is up from 2,00 to $ 8.00 Trades 8,000,000 a day for past 10 days. Is HOOD trading the stock. Any word of what is going on ?

Small Nuclear Reactors is what they build. The world is going Nuclear. RAK

Upvote 4

Read Answer Asked by bob on March 19, 2024

• Advanced Micro Devices Inc. (AMD $213.58)
  • $213.58 P/E (TTM): 106.4X Cap: $347.71B
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Q: In your previous answer March 15, 5i said the P/E ratio is about 52 but it looks like about 365 on my bank platform. Could you clarify pls? Also, what is a good price to buy AMD now pls?

Upvote 3

Read Answer Asked by Ron on March 19, 2024