Investment Q&A

Q: Having been bitten by the emerge ark funds disaster and wondering (not apples and apples but)

1 - about the potential for further gains for the mag 7

2 - what additional risks are involved in buying CDR’s instead of the us listed stocks.

Upvote 7

Read Answer Asked by Barrie on January 29, 2024

• Vanguard Industrials ETF (VIS $316.74)
  • $316.74 P/E (TTM): 23.26X Cap: $7.56B
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• Pacer Industrial Real Estate ETF (INDS $37.66)
  • $37.66 P/E (TTM): 30.8X Cap: $114M
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Q: I was looking at INDS ETF showing 10% dividend. Are they really paying 10%.

Is there any other Industrial ETF.

Thanks for the great service

Upvote 1

Read Answer Asked by Hector on January 29, 2024

• International Business Machines Corporation (IBM $250.37)
  • $250.37 P/E (TTM): 22.57X Cap: $234.85B
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Q: Could you please give us your latest opinion on IBM its been on a tear lately

Upvote 2

Read Answer Asked by dennis on January 29, 2024

• Microsoft Corporation (MSFT $389.02)
  • $389.02 P/E (TTM): 24.5X Cap: $2.88T
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• NVIDIA Corporation (NVDA $178.56)
  • $178.56 P/E (TTM): 36.82X Cap: $4.33T
  • View NVDA Profile
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• State Street SPDR S&P 500 ETF Trust (SPY $658.00)
  • $658.00 P/E (TTM): 26.17X Cap: $666.58B
  • View SPY Profile
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• Invesco S&P 500 Equal Weight ETF (RSP $193.32)
  • $193.32 P/E (TTM): 19.95X Cap: $85.74B
  • View RSP Profile
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Q: Is there an ETF that tracks the s&p but excludes the mag 7 ?

Upvote 6

Read Answer Asked by Mark on January 29, 2024

• Microsoft Corporation (MSFT $389.02)
  • $389.02 P/E (TTM): 24.5X Cap: $2.88T
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• Visa Inc. (V $299.71)
  • $299.71 P/E (TTM): 28.08X Cap: $574.24B
  • View V Profile
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Q: Hi Folks,
In my RRSP account, I am looking to add to MSFT, which I currently hold or start a new position in VISA. May I have your opinion as to which one would be best at this time.
Thanks

Upvote 6

Read Answer Asked by JOHN on January 29, 2024

• Vertiv Holdings LLC Class A (VRT $269.17)
  • $269.17 P/E (TTM): 77.63X Cap: $102.98B
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Q: Hello may I have your thoughts on VRT

Upvote 6

Read Answer Asked by George on January 29, 2024

• Intuitive Surgical Inc. (ISRG $479.93)
  • $479.93 P/E (TTM): 60.7X Cap: $170.43B
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• Exact Sciences Corporation (EXAS $103.92)
  • $103.92 Cap: $19.83B
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• Guardant Health Inc. (GH $89.08)
  • $89.08 Cap: $11.68B
  • View GH Profile
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Q: I hold Gardant in a riff. I am down 70% on the name. I am thinking of selling to look for better opportunities. Could I have your opinion please. Thank you.

Upvote 4

Read Answer Asked by Frank on January 29, 2024

• Miscellaneous (MISC)
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Q: Aaron Rodgers (star Green Bay Packer) called out Nancy Pelosi for buying millions of NVDA in curious stock trades before a government announcement as Aaron's friend used his X account to become more informed on the Pelosi trades. I imagine there is quite a bit of this going on and I would ask if that benefits or hinders the ordinary trader like us who rely a lot on your knowledge.

Upvote 2

Read Answer Asked by Dennis on January 29, 2024

• CryoPort Inc. (CYRX $8.29)
  • $8.29 P/E (TTM): 8.2X Cap: $413M
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Q: I just saw a SEC filing which reports that Blackrock acquired 7.3% of CYRX. There is a saying that there are many reasons why someone might sell a security but only one reason for a purchase. Should I be taking this purchase seriously?
Many thanks for your thoughts.
Ian

Upvote 2

Read Answer Asked by Ian on January 29, 2024

• RTX Corporation (RTX $200.73)
  • $200.73 P/E (TTM): 41.24X Cap: $270.17B
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Q: Hello, what is your opinion of RTX, their Q4 earnings, their future growth given the problems with Pratt engines? Is this a good time to invest, with wars popping up here and there? Thanks.

Upvote 2

Read Answer Asked by Martin on January 29, 2024

• Costco Wholesale Corporation (COST $974.78)
  • $974.78 P/E (TTM): 68.1X Cap: $432.46B
  • View COST Profile
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• Intuitive Surgical Inc. (ISRG $479.93)
  • $479.93 P/E (TTM): 60.7X Cap: $170.43B
  • View ISRG Profile
  • View Questions on ISRG
• Microsoft Corporation (MSFT $389.02)
  • $389.02 P/E (TTM): 24.5X Cap: $2.88T
  • View MSFT Profile
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• Berkshire Hathaway Inc. (BRK.B $481.48)
  • $481.48 P/E (TTM): 15.63X Cap: $1.03T
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Q: In my US TFSA, I currently hold Costco Microsoft Berkshire Hathaway and Intuitive Surgical at equal weighting. I’m making my annual maximum contribution. Which one would you recommend at this time?

Upvote 4

Read Answer Asked by Dennis on January 29, 2024

• NVIDIA Corporation (NVDA $178.56)
  • $178.56 P/E (TTM): 36.82X Cap: $4.33T
  • View NVDA Profile
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• Advanced Micro Devices Inc. (AMD $205.27)
  • $205.27 P/E (TTM): 75.27X Cap: $334.67B
  • View AMD Profile
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Q: For someone looking to make a first time entry into the sector, which one of the two would you recommend and why? Are there any others to consider that would rank above these?

Thank you.

Upvote 5

Read Answer Asked by Constantinos on January 29, 2024

• Northrop Grumman Corporation (NOC $714.15)
  • $714.15 P/E (TTM): 24.93X Cap: $101.35B
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• RTX Corporation (RTX $200.73)
  • $200.73 P/E (TTM): 41.24X Cap: $270.17B
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Q: What is your view on NOC's recent earnings. Would you continue to hold or are there other companies in the sector that you believe are signicficantly better investments. Thanks as always for you expertise.

Upvote 1

Read Answer Asked by Ian on January 29, 2024

• Alphabet Inc. (GOOG $305.73)
  • $305.73 P/E (TTM): 28.33X Cap: $3.71T
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• Intuitive Surgical Inc. (ISRG $479.93)
  • $479.93 P/E (TTM): 60.7X Cap: $170.43B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $178.56)
  • $178.56 P/E (TTM): 36.82X Cap: $4.33T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,294.29)
  • $4,294.29 P/E (TTM): 26.37X Cap: $136.01B
  • View BKNG Profile
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• Vertiv Holdings LLC Class A (VRT $269.17)
  • $269.17 P/E (TTM): 77.63X Cap: $102.98B
  • View VRT Profile
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Q: Would you give me 5 of your TOP picks CANADA and USA Thank you RAK

Upvote 23

Read Answer Asked by bob on January 29, 2024

• RTX Corporation (RTX $200.73)
  • $200.73 P/E (TTM): 41.24X Cap: $270.17B
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Q: What stock in the defense industry would you recommend for a five year investment?

Upvote 1

Read Answer Asked by serge on January 29, 2024

• Microsoft Corporation (MSFT $389.02)
  • $389.02 P/E (TTM): 24.5X Cap: $2.88T
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Q: Hello Peter & team,

Microsoft reports in 4 days. Can you please tell us what the expectations are, and if you think there will be a beat or a miss? And how you think the stock will perform over the coming 3 - 5 years.

Thanks for all you do

gm

Upvote 3

Read Answer Asked by Gord on January 29, 2024

• Lockheed Martin Corporation (LMT $637.51)
  • $637.51 P/E (TTM): 29.89X Cap: $146.67B
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Q: We seemed to be cursed with "Living in interesting times". Do you think Lockheed Martin is a possibly, smart buy after their quarter/2023 report and resulting pull back?

Upvote 4

Read Answer Asked by Stephen on January 26, 2024

• The Cigna Group (CI $264.57)
  • $264.57 P/E (TTM): 11.92X Cap: $69.72B
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• UnitedHealth Group Incorporated (DE) (UNH $280.44)
  • $280.44 P/E (TTM): 21.49X Cap: $254.54B
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• Elevance Health Inc. (ELV $291.15)
  • $291.15 P/E (TTM): 11.75X Cap: $64.25B
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Q: Hi 5i Team,

May I please have your thoughts on UNH? Is it a hold, sell or buy? Would you also recommend an alternative to it.
Cheers,
Harry

Upvote 4

Read Answer Asked by Harry on January 26, 2024

• Visa Inc. (V $299.71)
  • $299.71 P/E (TTM): 28.08X Cap: $574.24B
  • View V Profile
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Q: Thoughts on earnings and guidance ? Thank you.

Upvote 7

Read Answer Asked by Paul on January 26, 2024

• Caterpillar Inc. (CAT $688.65)
  • $688.65 P/E (TTM): 36.88X Cap: $320.42B
  • View CAT Profile
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• Deere & Company (DE $567.58)
  • $567.58 P/E (TTM): 32.21X Cap: $153.30B
  • View DE Profile
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• Finning International Inc. (FTT $82.95)
  • $82.95 P/E (TTM): 17.98X Cap: $10.85B
  • View FTT Profile
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• Toromont Industries Ltd. (TIH $192.66)
  • $192.66 P/E (TTM): 32.32X Cap: $15.69B
  • View TIH Profile
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• Wajax Corporation (WJX $31.67)
  • $31.67 P/E (TTM): 15.32X Cap: $688M
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Q: What is your view on Wajax? As a smaller market cap with yield, is it a decent alternative to the bigger names like CAT, TIH or FTT? If not, which is your preferred name at these levels and why? Thanks and deduct the necessary credits...

Upvote 6

Read Answer Asked by Michael on January 26, 2024