Investment Q&A

• Bank of America Corporation (BAC $53.20)
  • $53.20 P/E (TTM): 14.54X Cap: $388.49B
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• Exxon Mobil Corporation (XOM $117.22)
  • $117.22 P/E (TTM): 17.04X Cap: $494.33B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.57)
  • $43.57 Cap: $28.66B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Exchange Income Corporation (EIF $77.40)
  • $77.40 P/E (TTM): 30.47X Cap: $4.20B
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• Stag Industrial Inc. (STAG $39.00)
  • $39.00 P/E (TTM): 30.0X Cap: $7.28B
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• Loblaw Companies Limited Second Preferred Shares Series B (L.PR.B $24.90)
  • $24.90 P/E (TTM): 26.26X Cap: $7.53B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $74.37)
  • $74.37 P/E (TTM): 36.1X Cap: $121.79B
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Q: Hi 5i
Each of these stocks represent between 2-3 1/2 % of my
portfolio.
Thinking of boosting some up to between 4 1/2 to 5%.
None are at a loss.
Any thoughts of an order to do this?
Thx
Gerry

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Read Answer Asked by Gerry on September 18, 2023

• NVIDIA Corporation (NVDA $188.15)
  • $188.15 P/E (TTM): 53.6X Cap: $4.57T
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Q: ARM Holdings Any thoughts on this IPO? Is it too risky to start a position.
Thank you
Gordo

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Read Answer Asked by gord on September 18, 2023

• Super Micro Computer Inc. (SMCI $39.76)
  • $39.76 P/E (TTM): 23.67X Cap: $23.62B
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Q: Any reason with the drop today? I was looking to purchase this. Curious if i should wait now?

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Read Answer Asked by sean on September 18, 2023

• InMode Ltd. (INMD $14.45)
  • $14.45 Cap: $1B
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Q: Share price is still falling like a rock ever since reporting good numbers… what gives? Thanks

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Read Answer Asked by Scott on September 18, 2023

• Digital Turbine Inc. (APPS $5.99)
  • $5.99 Cap: $671M
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Q: Hi, is there any hope for this loser? Thanks.

Upvote 1

Read Answer Asked by peter on September 18, 2023

• ResMed Inc. (RMD $251.49)
  • $251.49 P/E (TTM): 25.74X Cap: $36.70B
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Q: Thoughts on whether this stock is a buy/sell/hold...thanks.

Upvote 1

Read Answer Asked by dan on September 15, 2023

• Transocean Ltd (Switzerland) (RIG $3.98)
  • $3.98 Cap: $4.38B
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Q: Thoughts on Transocean Ltd right now?
Thanks

Upvote 0

Read Answer Asked by Neil on September 15, 2023

• Masimo Corporation (MASI $143.16)
  • $143.16 Cap: $7.68B
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Q: Been some time since a Q was asked about this company - please provide your thoughts on its valuation (particularly relative to peers) and growth prospects going forward. Thx for all you do, John

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Read Answer Asked by John on September 15, 2023

• Illumina Inc. (ILMN $121.90)
  • $121.90 P/E (TTM): 28.09X Cap: $18.62B
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• Pacific Biosciences of California Inc. (PACB $1.76)
  • $1.76 Cap: $575M
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• Exact Sciences Corporation (EXAS $66.18)
  • $66.18 Cap: $12.53B
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Q: I haven't seen any questions on this company for a while. Please provide your assessment of its prospects. Is it a buy at current rates? Please provide two or three other prospects in this space.

Thanks,
Fred

Upvote 1

Read Answer Asked by Fred on September 15, 2023

• SoFi Technologies Inc. (SOFI $28.21)
  • $28.21 P/E (TTM): 56.08X Cap: $34.01B
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Q: I was told that the gov't moratorium on student loans restricted sofi's growth for the past few years. Can you see what % of business is tied to student loans? I was also told that the Supreme Court ruled against government on the moratorium and that interest charges would be payable from Sept. 1. How big of a catalyst do you see this being for sofi?
Thank a lot.

Upvote 0

Read Answer Asked by TOM on September 15, 2023

• Berkshire Hathaway Inc. (BRK.B $499.06)
  • $499.06 P/E (TTM): 17.11X Cap: $1.07T
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Q: How big of a position would you take in BRK in a portfolio?

Thx

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Read Answer Asked by blake on September 14, 2023

• Marriott International (MAR $291.16)
  • $291.16 P/E (TTM): 32.79X Cap: $75.44B
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• Booking Holdings Inc. (BKNG $4,940.00)
  • $4,940.00 P/E (TTM): 32.18X Cap: $159.23B
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• Delta Air Lines Inc. (DAL $58.88)
  • $58.88 P/E (TTM): 8.3X Cap: $38.44B
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• Southwest Airlines Company (LUV $32.45)
  • $32.45 P/E (TTM): 47.03X Cap: $16.78B
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• Hilton Worldwide Holdings Inc. (HLT $273.32)
  • $273.32 P/E (TTM): 39.61X Cap: $64.28B
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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 $176.97)
  • $176.97 P/E (TTM): 36.34X Cap: $236.88B
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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 $146.70)
  • $146.70 P/E (TTM): 21.08X Cap: $98.63B
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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 $336.02)
  • $336.02 P/E (TTM): 32.81X Cap: $612.14B
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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.

Upvote 0

Read Answer Asked by Dan on September 14, 2023

• Blue Owl Capital Corporation (OBDC $12.14)
  • $12.14 P/E (TTM): 8.61X Cap: $6.20B
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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

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Read Answer Asked by DANIEL on September 14, 2023

• Cadence Design Systems Inc. (CDNS $325.05)
  • $325.05 P/E (TTM): 83.99X Cap: $88.47B
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• Marvell Technology Inc. (MRVL $90.92)
  • $90.92 Cap: $78.38B
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• Axcelis Technologies Inc. (ACLS $85.74)
  • $85.74 P/E (TTM): 17.53X Cap: $2.65B
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• Super Micro Computer Inc. (SMCI $39.76)
  • $39.76 P/E (TTM): 23.67X Cap: $23.62B
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• ASML Holding N.V. (ASML $1,016.96)
  • $1,016.96 P/E (TTM): 45.49X Cap: $399.95B
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• InMode Ltd. (INMD $14.45)
  • $14.45 Cap: $1B
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• Palantir Technologies Inc. (PLTR $177.93)
  • $177.93 P/E (TTM): 593.1X Cap: $424.08B
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• Snowflake Inc. (SNOW $262.86)
  • $262.86 Cap: $89.05B
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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 $429.52)
  • $429.52 P/E (TTM): 286.35X Cap: $1.42T
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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 $924.37)
  • $924.37 P/E (TTM): 45.22X Cap: $873.88B
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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 $254.16)
  • $254.16 P/E (TTM): 25.09X Cap: $102.79B
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• Home Depot Inc. (The) (HD $371.11)
  • $371.11 P/E (TTM): 25.23X Cap: $369.39B
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• Lowe's Companies Inc. (LOW $233.16)
  • $233.16 P/E (TTM): 19.13X Cap: $130.76B
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• PepsiCo Inc. (PEP $142.95)
  • $142.95 P/E (TTM): 27.18X Cap: $195.46B
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• Philip Morris International Inc (PM $153.39)
  • $153.39 P/E (TTM): 27.74X Cap: $238.77B
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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

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Read Answer Asked by Pat on September 13, 2023