Investment Q&A

• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 32.91X Cap: $2.38T
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• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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• Alphabet Inc. (GOOGL $322.86)
  • $322.86 P/E (TTM): 32.7X Cap: $3.90T
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 29.46X Cap: $2.97T
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 43.22X Cap: $4.17T
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• International Business Machines Corporation (IBM $298.93)
  • $298.93 P/E (TTM): 34.49X Cap: $270.97B
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 98.62X Cap: $339.34B
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• Arista Networks Inc. (ANET $137.49)
  • $137.49 P/E (TTM): 49.35X Cap: $162.03B
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• Cadence Design Systems Inc. (CDNS $283.52)
  • $283.52 P/E (TTM): 70.13X Cap: $73.53B
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• Synopsys Inc. (SNPS $426.88)
  • $426.88 P/E (TTM): 52.11X Cap: $81.66B
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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 $223.43)
  • $223.43 P/E (TTM): 165.73X Cap: $387.09B
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• Abbott Laboratories (ABT $110.83)
  • $110.83 P/E (TTM): 13.58X Cap: $189.67B
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• Danaher Corporation (DHR $216.61)
  • $216.61 P/E (TTM): 45.17X Cap: $152.39B
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• Eli Lilly and Company (LLY $1,058.18)
  • $1,058.18 P/E (TTM): 54.16X Cap: $1T
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• UnitedHealth Group Incorporated (DE) (UNH $276.65)
  • $276.65 P/E (TTM): 14.39X Cap: $243.26B
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• WSP Global Inc. (WSP $265.84)
  • $265.84 P/E (TTM): 40.16X Cap: $33.93B
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• TFI International Inc. (TFII $166.50)
  • $166.50 P/E (TTM): 31.28X Cap: $13.70B
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• Novo Nordisk A/S (NVO $47.64)
  • $47.64 P/E (TTM): 13.41X Cap: $363.68B
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• WELL Health Technologies Corp. (WELL $4.05)
  • $4.05 Cap: $992M
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• Heico Corporation (HEI $326.67)
  • $326.67 P/E (TTM): 65.64X Cap: $45.52B
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• Boyd Group Services Inc. (BYD $242.94)
  • $242.94 P/E (TTM): 227.05X Cap: $6.76B
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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 $411.11)
  • $411.11 P/E (TTM): 270.67X Cap: $1.54T
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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 $163.37)
  • $163.37 Cap: $18.41B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $112.56)
  • $112.56 P/E (TTM): 45.83X Cap: $12.99B
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• Trisura Group Ltd. (TSU $43.93)
  • $43.93 P/E (TTM): 17.17X Cap: $2.08B
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• Paycom Software Inc. (PAYC $130.97)
  • $130.97 P/E (TTM): 16.11X Cap: $7.40B
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• Crocs Inc. (CROX $85.81)
  • $85.81 P/E (TTM): 27.52X Cap: $4.45B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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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 $27.22)
  • $27.22 P/E (TTM): 15.57X Cap: $150.61B
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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 $339.48)
  • $339.48 P/E (TTM): 22.36X Cap: $12.91B
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• iShares Russell 2000 ETF (IWM $265.02)
  • $265.02 P/E (TTM): 17.63X Cap: $75.49B
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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 $34.38)
  • $34.38 P/E (TTM): 26.58X Cap: $18.41B
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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 $168.43)
  • $168.43 Cap: $53.62B
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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 $339.48)
  • $339.48 P/E (TTM): 22.36X Cap: $12.91B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.67)
  • $61.67 P/E (TTM): 30.32X Cap: $4.14B
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• iShares S&P/TSX 60 Index ETF (XIU $47.65)
  • $47.65 P/E (TTM): 18.52X Cap: $21.36B
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• Vanguard S&P 500 Index ETF (VFV $168.09)
  • $168.09 P/E (TTM): 26.01X Cap: $28.42B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.70)
  • $106.70 Cap: $2.29B
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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 $411.11)
  • $411.11 P/E (TTM): 270.67X Cap: $1.54T
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• Lithium Americas Corp. (LAC $6.37)
  • $6.37 Cap: $1.83B
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• Albemarle Corporation (ALB $163.37)
  • $163.37 Cap: $18.41B
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• Kraken Robotics Inc. (PNG $8.10)
  • $8.10 P/E (TTM): 126.67X Cap: $2.48B
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• Enphase Energy Inc. (ENPH $49.80)
  • $49.80 P/E (TTM): 35.39X Cap: $6.18B
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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 $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 29.46X Cap: $2.97T
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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 $899.55)
  • $899.55 P/E (TTM): 21.85X Cap: $56.66B
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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 $84.82)
  • $84.82 P/E (TTM): 31.34X Cap: $325.41B
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• Fortinet Inc. (FTNT $82.76)
  • $82.76 P/E (TTM): 33.38X Cap: $58.69B
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• Palo Alto Networks Inc. (PANW $159.32)
  • $159.32 P/E (TTM): 105.52X Cap: $107.87B
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• Zscaler Inc. (ZS $167.33)
  • $167.33 Cap: $27.01B
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• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
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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
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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 $34.38)
  • $34.38 P/E (TTM): 26.58X Cap: $18.41B
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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 $342.04)
  • $342.04 P/E (TTM): 28.05X Cap: $75.14B
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• Chubb Limited (CB $330.97)
  • $330.97 P/E (TTM): 13.76X Cap: $130.37B
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• Marsh & McLennan Companies Inc. (MMC)
  • P/E (TTM): 22.33X Cap: $89.60B
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• Arthur J. Gallagher & Co. (AJG $241.58)
  • $241.58 P/E (TTM): 39.86X Cap: $62.33B
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• Brown & Brown Inc. (BRO $73.78)
  • $73.78 P/E (TTM): 21.76X Cap: $25.19B
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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

• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
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Q: Hello,
Would you be a buyer of this stock today for a 5 year hold. I am finally out of the red on this security and I wonder if its a good time to exit or hold on.
Thank you

Upvote 9

Read Answer Asked by Josette on November 29, 2023