Investment Q&A

• Danaher Corporation (DHR $209.94)
  • $209.94 P/E (TTM): 43.35X Cap: $150.32B
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• Thermo Fisher Scientific Inc (TMO $572.41)
  • $572.41 P/E (TTM): 32.7X Cap: $215.05B
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• Veralto Corp (VLTO $98.61)
  • $98.61 P/E (TTM): 26.99X Cap: $24.48B
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Q: Seasons Greetings!
Can I please get your high level thoughts for DHR and TMO.
Do you like them for a long term hold?
If yes, are they sufficiently different so I should consider buying both?
Which one has the highest exposure to the "water" theme?

Upvote 6

Read Answer Asked by Ian on December 01, 2023

• Amazon.com Inc. (AMZN $244.41)
  • $244.41 P/E (TTM): 34.33X Cap: $2.61T
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• Meta Platforms Inc. (META $621.71)
  • $621.71 P/E (TTM): 27.41X Cap: $1.56T
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• Alphabet Inc. (GOOGL $278.83)
  • $278.83 P/E (TTM): 28.11X Cap: $3.36T
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• Microsoft Corporation (MSFT $496.82)
  • $496.82 P/E (TTM): 35.36X Cap: $3.69T
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• NVIDIA Corporation (NVDA $188.15)
  • $188.15 P/E (TTM): 53.58X Cap: $4.57T
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• International Business Machines Corporation (IBM $306.38)
  • $306.38 P/E (TTM): 37.28X Cap: $286.38B
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• Advanced Micro Devices Inc. (AMD $233.54)
  • $233.54 P/E (TTM): 137.24X Cap: $380.21B
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• Arista Networks Inc. (ANET $134.65)
  • $134.65 P/E (TTM): 52.56X Cap: $169.56B
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• Cadence Design Systems Inc. (CDNS $325.05)
  • $325.05 P/E (TTM): 83.84X Cap: $88.47B
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• Synopsys Inc. (SNPS $393.43)
  • $393.43 P/E (TTM): 54.37X Cap: $73.07B
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Q: Can you provide a list of top companies to play the AI phenom.

Upvote 7

Read Answer Asked by Kim on December 01, 2023

• AbbVie Inc. (ABBV $219.16)
  • $219.16 P/E (TTM): 104.8X Cap: $387.34B
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• Abbott Laboratories (ABT $126.36)
  • $126.36 P/E (TTM): 15.68X Cap: $219.72B
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• Danaher Corporation (DHR $209.94)
  • $209.94 P/E (TTM): 43.35X Cap: $150.32B
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• Eli Lilly and Company (LLY $924.37)
  • $924.37 P/E (TTM): 45.86X Cap: $873.88B
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• UnitedHealth Group Incorporated (DE) (UNH $324.21)
  • $324.21 P/E (TTM): 16.77X Cap: $293.68B
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• WSP Global Inc. (WSP $257.83)
  • $257.83 P/E (TTM): 41.4X Cap: $33.67B
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• TFI International Inc. (TFII $122.46)
  • $122.46 P/E (TTM): 22.39X Cap: $10.07B
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• Novo Nordisk A/S (NVO $45.68)
  • $45.68 P/E (TTM): 13.21X Cap: $363.68B
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• WELL Health Technologies Corp. (WELL $4.44)
  • $4.44 Cap: $1.12B
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• Heico Corporation (HEI $323.02)
  • $323.02 P/E (TTM): 69.34X Cap: $44.96B
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• Boyd Group Services Inc. (BYD $213.02)
  • $213.02 P/E (TTM): 408.81X Cap: $4.57B
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Q: hi, can I get your best CDN and US ideas in the industrials and healthcare sectors right now, for long term investment. cheers, chris

Upvote 19

Read Answer Asked by chris on December 01, 2023

• Tesla Inc. (TSLA $429.52)
  • $429.52 P/E (TTM): 297.27X Cap: $1.42T
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Q: Hello Peter,
I own TSLA shares mostly due to Elon Musk's innovation in the EV and other areas.. Given that he is always in the spot light (not always positive), do you think it is time to bail out or is the publicity just noise for now and will go away eventually . I am guessing it will be a rocky ride, but like to have your opinion given your experience in the industry. .. thanks very much

Upvote 2

Read Answer Asked by umedali on December 01, 2023

• Albemarle Corporation (ALB $97.18)
  • $97.18 Cap: $11.43B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $94.75)
  • $94.75 P/E (TTM): 39.38X Cap: $10.92B
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• Trisura Group Ltd. (TSU $39.12)
  • $39.12 P/E (TTM): 14.91X Cap: $1.86B
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• Paycom Software Inc. (PAYC $162.15)
  • $162.15 P/E (TTM): 22.13X Cap: $9.12B
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• Crocs Inc. (CROX $78.85)
  • $78.85 P/E (TTM): 25.55X Cap: $4.09B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Which point in the calendar is the best time to pick up next year’s bounce back candidates that are currently in the midst of heavy tax loss selling? Please advise.

Also. Please name top 3 candidates in cad and us market, and if you deem any of them too particularly compelling.

Upvote 9

Read Answer Asked by Karim on December 01, 2023

• Pfizer Inc. (PFE $24.43)
  • $24.43 P/E (TTM): 13.22X Cap: $138.90B
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Q: Can I get your thoughts on the drop today? Good time to start a position, or at what price would you consider this attractive for a long term hold?

Thanks!

Upvote 6

Read Answer Asked by Satish on December 01, 2023

Q: ALT
just follow up ,some positive results
out tonight on phase 2 obesity
trial pemvidutide, wonder if changes anything in your view.
i am given to believe several
more phases and time before
any approval.
conf call fri a.m.
many thanks

Upvote 2

Read Answer Asked by howard on December 01, 2023

• iShares Russell 2000 Growth ETF (IWO $321.04)
  • $321.04 P/E (TTM): 22.13X Cap: $12.90B
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• iShares Russell 2000 ETF (IWM $241.61)
  • $241.61 P/E (TTM): 17.12X Cap: $66.85B
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Q: Peter; I own the IWO - what is the difference between the two ?Thanks.
Rod

Upvote 6

Read Answer Asked by Rodney on December 01, 2023

• Super Micro Computer Inc. (SMCI $39.76)
  • $39.76 P/E (TTM): 24.01X Cap: $23.62B
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Q: hi folks:

i find it odd the issue announced after hours

seems like 'too' modest an amount for the size of the company given their current balance sheet

comments always appreciated

thanks

Upvote 4

Read Answer Asked by Robert on December 01, 2023

• Snowflake Inc. (SNOW $262.86)
  • $262.86 Cap: $89.05B
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Q: This stock seems to be on the move ? The forward P/E 222.9 & ROE (- 16.1%) but these figures don't look good . Would you take a chance and start investing and at what entry price ?

Upvote 3

Read Answer Asked by Frank on December 01, 2023

• iShares Russell 2000 Growth ETF (IWO $321.04)
  • $321.04 P/E (TTM): 22.13X Cap: $12.90B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $62.00)
  • $62.00 P/E (TTM): 35.55X Cap: $4.15B
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• iShares S&P/TSX 60 Index ETF (XIU $44.67)
  • $44.67 P/E (TTM): 7.38X Cap: $17.69B
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• Vanguard S&P 500 Index ETF (VFV $167.57)
  • $167.57 P/E (TTM): 27.07X Cap: $27.23B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $102.91)
  • $102.91 Cap: $2.24B
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Q: Adding to a TFSA for a 20 year window.
Please advise 5 ETFs to buy and hold for the duration.

Upvote 23

Read Answer Asked by Don on November 30, 2023

Q: What is your opinion of CCRV vis-a-vis its growth potential and dividend payment consistency?

Upvote 2

Read Answer Asked by David on November 30, 2023

• Tesla Inc. (TSLA $429.52)
  • $429.52 P/E (TTM): 297.27X Cap: $1.42T
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• Lithium Americas Corp. (LAC $6.84)
  • $6.84 Cap: $1.65B
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• Albemarle Corporation (ALB $97.18)
  • $97.18 Cap: $11.43B
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• Kraken Robotics Inc. (PNG $5.29)
  • $5.29 P/E (TTM): 89.0X Cap: $1.62B
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• Enphase Energy Inc. (ENPH $30.22)
  • $30.22 P/E (TTM): 21.35X Cap: $3.95B
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Q: thinking we will be using many batteries in the next few years, any company you think might benefit from this?

Upvote 4

Read Answer Asked by harry on November 30, 2023

• Alphabet Inc. (GOOG $279.70)
  • $279.70 P/E (TTM): 28.17X Cap: $3.36T
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• Microsoft Corporation (MSFT $496.82)
  • $496.82 P/E (TTM): 35.36X Cap: $3.69T
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Q: I would like to add to my existing positions and I am asking myself about timing. Both are close to their Highs but there is momentum. It would be a long term Investment. Your opinion is valuable.
Thank You!
Albert

Upvote 14

Read Answer Asked by ALBERT on November 30, 2023

Q: alt in u.s. yiur thoughts please
on their new obesity/liver
drug pemvidutide

Upvote 1

Read Answer Asked by howard on November 30, 2023

• United Rentals Inc. (URI $848.25)
  • $848.25 P/E (TTM): 21.77X Cap: $54.57B
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Q: why has URI jumped over 5% today?

Upvote 3

Read Answer Asked by arnold on November 29, 2023

• Cisco Systems Inc. (CSCO $71.07)
  • $71.07 P/E (TTM): 27.86X Cap: $280.95B
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• Fortinet Inc. (FTNT $81.79)
  • $81.79 P/E (TTM): 32.09X Cap: $62.67B
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• Palo Alto Networks Inc. (PANW $212.29)
  • $212.29 P/E (TTM): 131.69X Cap: $141.99B
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• Zscaler Inc. (ZS $320.01)
  • $320.01 Cap: $50.65B
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• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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• CrowdStrike Holdings Inc. (CRWD $539.81)
  • $539.81 Cap: $135.46B
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Q: In a 5iR response on Wednesday about CRWD, there was mention that "its (CRWD) performance seems better than many peers (not all)". And me, wondering what these "better" peers are???.....The reason for asking this is that if they are larger in market capitalization, I might be interested in investing in one....Keen to know about these peers.......Many thanks.....Tom

Upvote 6

Read Answer Asked by Tom on November 29, 2023

• Encore Wire Corporation (WIRE)
  • P/E (TTM): 15.22X Cap: $4.57B
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Q: Peter; Wire has gone from nearly $200. to $182 this am on high volume- I did read your Nov. 01 response- any news to account for the drop? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on November 29, 2023

• Super Micro Computer Inc. (SMCI $39.76)
  • $39.76 P/E (TTM): 24.01X Cap: $23.62B
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Q: Could you explain what on earth moves this stock like that in the last 6 months?

Upvote 5

Read Answer Asked by JR on November 29, 2023

• Aon plc Class A (Ireland) (AON $346.32)
  • $346.32 P/E (TTM): 27.24X Cap: $73.04B
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• Chubb Limited (CB $287.55)
  • $287.55 P/E (TTM): 11.82X Cap: $113.16B
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• Marsh & McLennan Companies Inc. (MMC $180.05)
  • $180.05 P/E (TTM): 21.2X Cap: $87.39B
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• Arthur J. Gallagher & Co. (AJG $250.01)
  • $250.01 P/E (TTM): 37.1X Cap: $64.10B
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• Brown & Brown Inc. (BRO $78.54)
  • $78.54 P/E (TTM): 22.88X Cap: $26.81B
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Q: Hi 5i,
I’ve listened to several interviews with PMs who are pitching the case for insurance brokerage stocks for low capital needs and a built in inflation hedge.

Can I ask you opinion on Brown & Brown? Are there other names that you prefer in the space?

Thank you!

Upvote 2

Read Answer Asked by Greg on November 29, 2023