Investment Q&A

• Home Depot Inc. (The) (HD $358.03)
  • $358.03 P/E (TTM): 24.63X Cap: $360.68B
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• Lowe's Companies Inc. (LOW $225.00)
  • $225.00 P/E (TTM): 18.69X Cap: $126.18B
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• PepsiCo Inc. (PEP $147.83)
  • $147.83 P/E (TTM): 27.73X Cap: $202.13B
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• Philip Morris International Inc (PM $152.76)
  • $152.76 P/E (TTM): 28.11X Cap: $237.79B
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• Verizon Communications Inc. (VZ $41.01)
  • $41.01 P/E (TTM): 8.77X Cap: $172.91B
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• British American Tobacco p.l.c. (BTI $54.71)
  • $54.71 P/E (TTM): 29.94X Cap: $119.52B
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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 $186.60)
  • $186.60 P/E (TTM): 54.18X Cap: $4.53T
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• Constellation Software Inc. (CSU $3,245.53)
  • $3,245.53 P/E (TTM): 75.91X Cap: $68.77B
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• The Trade Desk Inc. (TTD $40.21)
  • $40.21 P/E (TTM): 48.2X Cap: $19.44B
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• Copart Inc. (CPRT $41.33)
  • $41.33 P/E (TTM): 27.03X Cap: $39.99B
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• Old Dominion Freight Line Inc. (ODFL $129.89)
  • $129.89 P/E (TTM): 26.62X Cap: $29.03B
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• Heico Corporation (HEI $310.88)
  • $310.88 P/E (TTM): 68.48X Cap: $43.27B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.20)
  • $60.20 P/E (TTM): 102.46X Cap: $135.16B
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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 $9.73)
  • $9.73 Cap: $457M
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Q: Why it is dropping this much today?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on September 12, 2023

• NVIDIA Corporation (NVDA $186.60)
  • $186.60 P/E (TTM): 54.18X Cap: $4.53T
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• Salesforce Inc. (CRM $237.03)
  • $237.03 P/E (TTM): 35.42X Cap: $231.96B
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Q: If you had to choose between CRM and NVDA, which one would it be?

Upvote 0

Read Answer Asked by James on September 12, 2023

• Amkor Technology Inc. (AMKR $30.89)
  • $30.89 P/E (TTM): 25.34X Cap: $8.52B
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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.

Upvote 0

Read Answer Asked by Earl on September 12, 2023

• Roper Technologies Inc. (ROP $443.88)
  • $443.88 P/E (TTM): 30.96X Cap: $47.77B
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• Constellation Software Inc. (CSU $3,245.53)
  • $3,245.53 P/E (TTM): 75.91X Cap: $68.77B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.39)
  • $28.39 P/E (TTM): 16.62X Cap: $668M
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• TerraVest Industries Inc. (TVK $120.19)
  • $120.19 Cap: $2.60B
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• Waste Connections Inc. (WCN $237.99)
  • $237.99 P/E (TTM): 70.42X Cap: $61.30B
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• Heico Corporation (HEI $310.88)
  • $310.88 P/E (TTM): 68.48X Cap: $43.27B
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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

• Spotify Technology S.A. (SPOT $640.62)
  • $640.62 Cap: $130.58B
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Q: What do you think of SPOT? I own some and thinking about selling due to their low margins, thoughts? I do love the product and is an extremely sticky product once people are a user.

Upvote 0

Read Answer Asked by Max on September 12, 2023

• RTX Corporation (RTX $175.63)
  • $175.63 P/E (TTM): 36.05X Cap: $235.08B
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Q: Hi 5i would the recent pull back be a good time to fill a 1/2 position in RTX. I was looking to hold this long term and was thinking RTX would be a bit more defensive during an economic weaker period.

Upvote 0

Read Answer Asked by Dean on September 12, 2023

• Alphabet Inc. (GOOG $285.60)
  • $285.60 P/E (TTM): 27.34X Cap: $3.43T
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• Alphabet Inc. (GOOGL $285.02)
  • $285.02 P/E (TTM): 27.29X Cap: $3.43T
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Q: Good morning, I hope you and the office are enjoying the last full week of summer. I would like your 30+ years of insight on this "largest monopoly trial in modern era" with the DOJ and Google. Is this something to be concerned about? Haven't we been here before ?

Thanks

Upvote 0

Read Answer Asked by Kolbi on September 12, 2023

• DraftKings (DEAC)
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• DraftKings Inc. (DKNG $28.82)
  • $28.82 Cap: $14.34B
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Q: whats your take on Draftkings

Upvote 0

Read Answer Asked by lynn on September 11, 2023

• STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. (STWD $17.63)
  • $17.63 P/E (TTM): 17.09X Cap: $6.52B
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Q: Would u recommend (,stwd)?

Upvote 0

Read Answer Asked by Barbars on September 11, 2023

• T-Mobile US Inc. (TMUS $215.84)
  • $215.84 P/E (TTM): 20.8X Cap: $241.41B
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Q: What is your opinion on T-Mobile as a growth stock over the next 3 to 5 years. Thanks.

Upvote 0

Read Answer Asked by Gerry on September 11, 2023

• iShares S&P/TSX SmallCap Index ETF (XCS $27.85)
  • $27.85 P/E (TTM): 0.85X Cap: $192M
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $44.33)
  • $44.33 P/E (TTM): 16.81X Cap: $623M
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Q: Hi- I am wondering if a small cap ETF would be a good choice for a RSP account (e.g. XCS and XSU specifically)? Aiming for low risk in this account.

Thanks

Upvote 0

Read Answer Asked by Jill on September 11, 2023

• Adobe Inc. (ADBE $325.07)
  • $325.07 P/E (TTM): 21.24X Cap: $136.07B
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• Intuit Inc. (INTU $645.98)
  • $645.98 P/E (TTM): 48.46X Cap: $180.10B
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• Oracle Corporation (ORCL $219.86)
  • $219.86 P/E (TTM): 51.59X Cap: $624.77B
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• ServiceNow Inc. (NOW $835.79)
  • $835.79 P/E (TTM): 102.71X Cap: $173.84B
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Q: Which of these would you suggest for a good balance of growth vs risk?

Upvote 0

Read Answer Asked by Graeme on September 11, 2023

• Dominion Energy Inc. (D $61.50)
  • $61.50 P/E (TTM): 22.45X Cap: $52.51B
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Q: Hold this loser in a RSP account in a drip mode. Long time holder starting to drop below break-even. Time to sell? Thx Ron

Upvote 0

Read Answer Asked by Ronald on September 11, 2023

• NexGen Energy Ltd. (NXE $11.14)
  • $11.14 Cap: $7.29B
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• Cameco Corporation (CCO $116.63)
  • $116.63 P/E (TTM): 98.26X Cap: $51.76B
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• Uranium Energy Corp. (UEC $11.22)
  • $11.22 Cap: $5.38B
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Q: What are your favorite Uranium plays for the next 3-5 yrs as countries relook at Nuclear ? Also, what are your specific thoughts on Centrus LEU ? Thank you.

Upvote 0

Read Answer Asked by Paul on September 11, 2023

• Coca-Cola Company (The) (KO $70.68)
  • $70.68 P/E (TTM): 23.64X Cap: $304.03B
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Q: Do you still feel that Coca-Cola can be owned forever? I bought it in July and have watched it slowly trend down.

Upvote 0

Read Answer Asked by Lesley on September 11, 2023

• QUALCOMM Incorporated (QCOM $166.75)
  • $166.75 P/E (TTM): 34.73X Cap: $178.58B
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Q: Hi 5I
Thoughts on QCOM and its recent negative momentum please.

Upvote 0

Read Answer Asked by mike on September 11, 2023

• Lantheus Holdings Inc. (LNTH $52.50)
  • $52.50 P/E (TTM): 22.37X Cap: $3.48B
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Q: Hi 5i
Your recent answer regarding LNTH piqued my interest. Why does it seem like a hated company currently?

Upvote 0

Read Answer Asked by mike on September 11, 2023

• Symbotic Inc. (SYM $56.89)
  • $56.89 Cap: $37.26B
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Q: With the drop in price today of over 7 percent would you think it is an ok time to purchase some shares?

Upvote 0

Read Answer Asked by Lesley on September 08, 2023