Investment Q&A

• Marriott International (MAR $262.05)
  • $262.05 P/E (TTM): 29.86X Cap: $72.73B
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• Booking Holdings Inc. (BKNG $5,553.70)
  • $5,553.70 P/E (TTM): 38.76X Cap: $179.99B
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• Delta Air Lines Inc. (DAL $58.82)
  • $58.82 P/E (TTM): 8.47X Cap: $38.40B
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• Southwest Airlines Company (LUV $32.12)
  • $32.12 P/E (TTM): 47.98X Cap: $16.86B
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• Hilton Worldwide Holdings Inc. (HLT $266.41)
  • $266.41 P/E (TTM): 41.73X Cap: $64.61B
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Q: Looking for an investment other than BKNG to take advantage of the resurgence in travel. I don’t like airline stocks. I know in the past you were favourable on WYNN. Would you recommend that or something else?

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Read Answer Asked by Bryan on September 14, 2023

• RTX Corporation (RTX $158.31)
  • $158.31 P/E (TTM): 34.81X Cap: $211.90B
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Q: What is your opinion of Raytheon? With its engine recall the stock is sinking.

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Read Answer Asked by V on September 14, 2023

• Dell Technologies Inc. Class C (DELL $130.34)
  • $130.34 P/E (TTM): 18.22X Cap: $85.84B
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Q: Hi - do you have any comments on DELL's prospects from the perspective of making an investment.

Upvote 1

Read Answer Asked by Doug on September 14, 2023

• Visa Inc. (V $346.20)
  • $346.20 P/E (TTM): 33.11X Cap: $659.63B
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Q: Can you comment on Visa’s announcement about removing restrictions on its class B shares? I really have no idea what this means and how it impacts the class A shares owned by the public. Thanks.

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Read Answer Asked by Dan on September 14, 2023

• Blue Owl Capital Corporation (OBDC $13.74)
  • $13.74 P/E (TTM): 9.08X Cap: $7.02B
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Q: I dip my toe on this sort of fairly diversified financial,my reasons is the divi,9+,the payout ratio at 60% fairly big at 5g.,they did increase the DIV since 2019,and this is my only doubt 4 years history ? Bought some on my TSFA strictly as income, i'm 80.
Your opinion ?

Thanks again

Dan

Upvote 0

Read Answer Asked by DANIEL on September 14, 2023

• Cadence Design Systems Inc. (CDNS $347.27)
  • $347.27 P/E (TTM): 95.26X Cap: $94.62B
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• Marvell Technology Inc. (MRVL $70.98)
  • $70.98 Cap: $61.19B
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• Axcelis Technologies Inc. (ACLS $91.10)
  • $91.10 P/E (TTM): 15.99X Cap: $2.68B
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• Super Micro Computer Inc. (SMCI $44.90)
  • $44.90 P/E (TTM): 27.01X Cap: $26.68B
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• ASML Holding N.V. (ASML $872.27)
  • $872.27 P/E (TTM): 38.91X Cap: $343.04B
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• InMode Ltd. (INMD $14.93)
  • $14.93 Cap: $1.03B
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• Palantir Technologies Inc. (PLTR $168.33)
  • $168.33 P/E (TTM): 570.7X Cap: $403.91B
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• Snowflake Inc. (SNOW $217.96)
  • $217.96 Cap: $73.16B
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Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.

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Read Answer Asked by Catherine on September 14, 2023

• Tesla Inc. (TSLA $425.86)
  • $425.86 P/E (TTM): 237.02X Cap: $1.37T
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• Telsa Yield Shares Purpose ETF (YTSL)
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Q: Tesla (TSLA) Yield Shares Purpose ETF. With some 'risk' funds I've made an investment in this stock. With a 15% yield it's likely "too good to be true". Can you give me some pros & cons about this ETF.

Upvote 1

Read Answer Asked by Graham on September 14, 2023

• Eli Lilly and Company (LLY $760.13)
  • $760.13 P/E (TTM): 48.9X Cap: $719.43B
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Q: Considering the dramatic rise in LLY's SP this year, is there more room to run. Thinking of switching ABBV for LLY. Thoughts?

Carl

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Read Answer Asked by Carl on September 14, 2023

• Automatic Data Processing Inc. (ADP $288.75)
  • $288.75 P/E (TTM): 29.15X Cap: $116.95B
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• Home Depot Inc. (The) (HD $417.00)
  • $417.00 P/E (TTM): 28.7X Cap: $415.07B
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• Lowe's Companies Inc. (LOW $267.95)
  • $267.95 P/E (TTM): 22.51X Cap: $150.27B
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• PepsiCo Inc. (PEP $141.23)
  • $141.23 P/E (TTM): 25.62X Cap: $193.35B
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• Philip Morris International Inc (PM $166.30)
  • $166.30 P/E (TTM): 30.67X Cap: $258.86B
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Q: Could you suggest some US dividend stocks that you think are a buy right now and that may do well over the next year. Thanks

Upvote 0

Read Answer Asked by Pat on September 13, 2023

• Booking Holdings Inc. (BKNG $5,553.70)
  • $5,553.70 P/E (TTM): 38.76X Cap: $179.99B
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Q: Hello, what would be a good entry point for BKNG ?

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Read Answer Asked by Robbie on September 13, 2023

• Alphabet Inc. (GOOG $249.85)
  • $249.85 P/E (TTM): 26.84X Cap: $3.03T
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• NVIDIA Corporation (NVDA $170.29)
  • $170.29 P/E (TTM): 57.34X Cap: $4.13T
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• Booking Holdings Inc. (BKNG $5,553.70)
  • $5,553.70 P/E (TTM): 38.76X Cap: $179.99B
  • View BKNG Profile
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• Constellation Software Inc. (CSU $4,281.59)
  • $4,281.59 P/E (TTM): 106.23X Cap: $92.29B
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• BRP Inc. Subordinate Voting Shares (DOO $88.10)
  • $88.10 Cap: $6.43B
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• Ulta Beauty Inc. (ULTA $528.80)
  • $528.80 P/E (TTM): 20.57X Cap: $23.71B
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• Five Below Inc. (FIVE $148.58)
  • $148.58 P/E (TTM): 31.25X Cap: $8.19B
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• Topicus.com Inc. (TOI $161.71)
  • $161.71 P/E (TTM): 77.26X Cap: $13.39B
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Q: Do you see any pound the table buys out there? I am holding bn, ge and cpng as they appear to have a nice risk - reward ratio. What I am looking for are stocks that have potential and present attractive entry points. I was considering Nxst for example.

Thanks as always.

Jason

Upvote 0

Read Answer Asked by Jason on September 13, 2023

• Amphenol Corporation (APH $118.41)
  • $118.41 P/E (TTM): 47.51X Cap: $144.56B
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Q: Any recent thoughts on Amphenol?

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Read Answer Asked by Gregory on September 13, 2023

• Alphabet Inc. (GOOG $249.85)
  • $249.85 P/E (TTM): 26.84X Cap: $3.03T
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• NVIDIA Corporation (NVDA $170.29)
  • $170.29 P/E (TTM): 57.34X Cap: $4.13T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $5,553.70)
  • $5,553.70 P/E (TTM): 38.76X Cap: $179.99B
  • View BKNG Profile
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• Eli Lilly and Company (LLY $760.13)
  • $760.13 P/E (TTM): 48.9X Cap: $719.43B
  • View LLY Profile
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• Berkshire Hathaway Inc. (BRK.B $492.33)
  • $492.33 P/E (TTM): 16.85X Cap: $1.05T
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Q: Top 5 us stocks you would but? Thanks rose

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Read Answer Asked by Rose on September 13, 2023

• Global Net Lease Inc. (GNL $8.08)
  • $8.08 Cap: $1.81B
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• W. P. Carey Inc. REIT (WPC $67.94)
  • $67.94 P/E (TTM): 45.16X Cap: $14.91B
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Q: Can you please update your evaluation of GNL? Do they have the will and the cash flow to fund their dividend in future? Alternatively, are there similar firms that might provide more fully funded income streams?

Upvote 0

Read Answer Asked by David on September 13, 2023

• Home Depot Inc. (The) (HD $417.00)
  • $417.00 P/E (TTM): 28.7X Cap: $415.07B
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• Lowe's Companies Inc. (LOW $267.95)
  • $267.95 P/E (TTM): 22.51X Cap: $150.27B
  • View LOW Profile
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• PepsiCo Inc. (PEP $141.23)
  • $141.23 P/E (TTM): 25.62X Cap: $193.35B
  • View PEP Profile
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• Philip Morris International Inc (PM $166.30)
  • $166.30 P/E (TTM): 30.67X Cap: $258.86B
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• Verizon Communications Inc. (VZ $44.21)
  • $44.21 P/E (TTM): 10.23X Cap: $186.40B
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• British American Tobacco p.l.c. (BTI $56.03)
  • $56.03 P/E (TTM): 30.38X Cap: $122.32B
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Q: Good morning,

I know there are risks with owning Verizon right now, but with another recent dividend increase (now 17 consecutive years of increases), forward PE ~ 7.0, and a dividend yield approaching ~ 8%, do you think there is merit in buying for an income investor?

Upvote 0

Read Answer Asked by Trevor on September 13, 2023

• NVIDIA Corporation (NVDA $170.29)
  • $170.29 P/E (TTM): 57.34X Cap: $4.13T
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• Constellation Software Inc. (CSU $4,281.59)
  • $4,281.59 P/E (TTM): 106.23X Cap: $92.29B
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• The Trade Desk Inc. (TTD $45.37)
  • $45.37 P/E (TTM): 54.09X Cap: $22.18B
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• Copart Inc. (CPRT $46.62)
  • $46.62 P/E (TTM): 30.64X Cap: $45.07B
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• Old Dominion Freight Line Inc. (ODFL $141.79)
  • $141.79 P/E (TTM): 28.37X Cap: $29.79B
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• Heico Corporation (HEI $316.95)
  • $316.95 P/E (TTM): 75.39X Cap: $44.93B
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• Brookfield Corporation Class A Limited Voting Shares (BN $95.48)
  • $95.48 P/E (TTM): 160.65X Cap: $143.52B
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Q: Hi,

Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?

Thank you,

Upvote 1

Read Answer Asked by Doris on September 13, 2023

• Perion Network Ltd (PERI $9.50)
  • $9.50 Cap: $426M
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Q: Why it is dropping this much today?

Thanks,
Milan

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Read Answer Asked by Milan on September 12, 2023

• NVIDIA Corporation (NVDA $170.29)
  • $170.29 P/E (TTM): 57.34X Cap: $4.13T
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• Salesforce Inc. (CRM $242.21)
  • $242.21 P/E (TTM): 35.25X Cap: $230.58B
  • View CRM Profile
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Q: If you had to choose between CRM and NVDA, which one would it be?

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Read Answer Asked by James on September 12, 2023

• Amkor Technology Inc. (AMKR $26.62)
  • $26.62 P/E (TTM): 20.88X Cap: $6.57B
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Q: What is your opinion of this company now, after the stock sold off on Sept. 6 and 7? Would it be a buy now once it settles.

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Read Answer Asked by Earl on September 12, 2023

• Roper Technologies Inc. (ROP $509.65)
  • $509.65 P/E (TTM): 35.48X Cap: $54.84B
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• Constellation Software Inc. (CSU $4,281.59)
  • $4,281.59 P/E (TTM): 106.23X Cap: $92.29B
  • View CSU Profile
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.00)
  • $27.00 P/E (TTM): 18.16X Cap: $636M
  • View GDI Profile
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• TerraVest Industries Inc. (TVK $135.47)
  • $135.47 Cap: $2.93B
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• Waste Connections Inc. (WCN $238.91)
  • $238.91 P/E (TTM): 70.55X Cap: $61.44B
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• Heico Corporation (HEI $316.95)
  • $316.95 P/E (TTM): 75.39X Cap: $44.93B
  • View HEI Profile
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Q: Apar from CSU and related companies, are there other vertical software comp[anies in large addressable markets in sectors such as healthcare, media and industrials that you find arttractive? At what prices would you recommend initiating a position and why do you find them attractive.
Thank you
Sam

Upvote 0

Read Answer Asked by sam on September 12, 2023