Investment Q&A

• Cadence Design Systems Inc. (CDNS $337.53)
  • $337.53 P/E (TTM): 87.22X Cap: $91.87B
  • View CDNS Profile
  • View Questions on CDNS
• Marvell Technology Inc. (MRVL $98.91)
  • $98.91 Cap: $83.88B
  • View MRVL Profile
  • View Questions on MRVL
• Axcelis Technologies Inc. (ACLS $90.82)
  • $90.82 P/E (TTM): 21.47X Cap: $2.81B
  • View ACLS Profile
  • View Questions on ACLS
• Super Micro Computer Inc. (SMCI $34.69)
  • $34.69 P/E (TTM): 27.31X Cap: $20.70B
  • View SMCI Profile
  • View Questions on SMCI
• ASML Holding N.V. (ASML $1,099.47)
  • $1,099.47 P/E (TTM): 49.32X Cap: $432.40B
  • View ASML Profile
  • View Questions on ASML
• InMode Ltd. (INMD $14.42)
  • $14.42 Cap: $1B
  • View INMD Profile
  • View Questions on INMD
• Palantir Technologies Inc. (PLTR $181.76)
  • $181.76 P/E (TTM): 605.87X Cap: $433.21B
  • View PLTR Profile
  • View Questions on PLTR
• Snowflake Inc. (SNOW $228.79)
  • $228.79 Cap: $77.51B
  • View SNOW Profile
  • View Questions on SNOW

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.

Upvote 0

Read Answer Asked by Catherine on September 14, 2023

• Tesla Inc. (TSLA $455.00)
  • $455.00 P/E (TTM): 303.33X Cap: $1.51T
  • View TSLA Profile
  • View Questions on TSLA
• Telsa Yield Shares Purpose ETF (YTSL)
  • View YTSL Profile
  • View Questions on YTSL

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 $1,010.31)
  • $1,010.31 P/E (TTM): 49.43X Cap: $955.13B
  • View LLY Profile
  • View Questions on LLY

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

Upvote 0

Read Answer Asked by Carl on September 14, 2023

• Automatic Data Processing Inc. (ADP $261.63)
  • $261.63 P/E (TTM): 25.83X Cap: $105.81B
  • View ADP Profile
  • View Questions on ADP
• Home Depot Inc. (The) (HD $354.61)
  • $354.61 P/E (TTM): 24.19X Cap: $353.01B
  • View HD Profile
  • View Questions on HD
• Lowe's Companies Inc. (LOW $248.47)
  • $248.47 P/E (TTM): 20.57X Cap: $139.37B
  • View LOW Profile
  • View Questions on LOW
• PepsiCo Inc. (PEP $145.02)
  • $145.02 P/E (TTM): 27.57X Cap: $198.29B
  • View PEP Profile
  • View Questions on PEP
• Philip Morris International Inc (PM $147.81)
  • $147.81 P/E (TTM): 26.73X Cap: $230.08B
  • View PM Profile
  • View Questions on PM

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 $5,197.04)
  • $5,197.04 P/E (TTM): 33.85X Cap: $167.52B
  • View BKNG Profile
  • View Questions on BKNG

Q: Hello, what would be a good entry point for BKNG ?

Upvote 0

Read Answer Asked by Robbie on September 13, 2023

• Alphabet Inc. (GOOG $322.09)
  • $322.09 P/E (TTM): 31.8X Cap: $3.87T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $182.41)
  • $182.41 P/E (TTM): 51.97X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,197.04)
  • $5,197.04 P/E (TTM): 33.85X Cap: $167.52B
  • View BKNG Profile
  • View Questions on BKNG
• Constellation Software Inc. (CSU $3,325.82)
  • $3,325.82 P/E (TTM): 75.52X Cap: $70.47B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• BRP Inc. Subordinate Voting Shares (DOO $106.12)
  • $106.12 Cap: $7.78B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Ulta Beauty Inc. (ULTA $601.50)
  • $601.50 P/E (TTM): 23.09X Cap: $26.68B
  • View ULTA Profile
  • View Questions on ULTA
• Five Below Inc. (FIVE $173.20)
  • $173.20 P/E (TTM): 34.99X Cap: $9.55B
  • View FIVE Profile
  • View Questions on FIVE
• Topicus.com Inc. (TOI $125.98)
  • $125.98 P/E (TTM): 1061.36X Cap: $10.58B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

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 $139.36)
  • $139.36 P/E (TTM): 46.45X Cap: $170.58B
  • View APH Profile
  • View Questions on APH

Q: Any recent thoughts on Amphenol?

Upvote 0

Read Answer Asked by Gregory on September 13, 2023

• Alphabet Inc. (GOOG $322.09)
  • $322.09 P/E (TTM): 31.8X Cap: $3.87T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $182.41)
  • $182.41 P/E (TTM): 51.97X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,197.04)
  • $5,197.04 P/E (TTM): 33.85X Cap: $167.52B
  • View BKNG Profile
  • View Questions on BKNG
• Eli Lilly and Company (LLY $1,010.31)
  • $1,010.31 P/E (TTM): 49.43X Cap: $955.13B
  • View LLY Profile
  • View Questions on LLY
• Berkshire Hathaway Inc. (BRK.B $504.34)
  • $504.34 P/E (TTM): 17.29X Cap: $1.08T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Top 5 us stocks you would but? Thanks rose

Upvote 0

Read Answer Asked by Rose on September 13, 2023

• Global Net Lease Inc. (GNL $8.11)
  • $8.11 Cap: $1.77B
  • View GNL Profile
  • View Questions on GNL
• W. P. Carey Inc. REIT (WPC $66.31)
  • $66.31 P/E (TTM): 40.19X Cap: $14.53B
  • View WPC Profile
  • View Questions on WPC

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 $354.61)
  • $354.61 P/E (TTM): 24.19X Cap: $353.01B
  • View HD Profile
  • View Questions on HD
• Lowe's Companies Inc. (LOW $248.47)
  • $248.47 P/E (TTM): 20.57X Cap: $139.37B
  • View LOW Profile
  • View Questions on LOW
• PepsiCo Inc. (PEP $145.02)
  • $145.02 P/E (TTM): 27.57X Cap: $198.29B
  • View PEP Profile
  • View Questions on PEP
• Philip Morris International Inc (PM $147.81)
  • $147.81 P/E (TTM): 26.73X Cap: $230.08B
  • View PM Profile
  • View Questions on PM
• Verizon Communications Inc. (VZ $41.69)
  • $41.69 P/E (TTM): 8.91X Cap: $175.78B
  • View VZ Profile
  • View Questions on VZ
• British American Tobacco p.l.c. (BTI $57.01)
  • $57.01 P/E (TTM): 31.49X Cap: $124.66B
  • View BTI Profile
  • View Questions on BTI

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 $182.41)
  • $182.41 P/E (TTM): 51.97X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $3,325.82)
  • $3,325.82 P/E (TTM): 75.52X Cap: $70.47B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• The Trade Desk Inc. (TTD $40.05)
  • $40.05 P/E (TTM): 46.03X Cap: $19.36B
  • View TTD Profile
  • View Questions on TTD
• Copart Inc. (CPRT $38.72)
  • $38.72 P/E (TTM): 23.75X Cap: $37.48B
  • View CPRT Profile
  • View Questions on CPRT
• Old Dominion Freight Line Inc. (ODFL $155.15)
  • $155.15 P/E (TTM): 31.22X Cap: $31.56B
  • View ODFL Profile
  • View Questions on ODFL
• Heico Corporation (HEI $312.20)
  • $312.20 P/E (TTM): 68.17X Cap: $43.46B
  • View HEI Profile
  • View Questions on HEI
• Brookfield Corporation Class A Limited Voting Shares (BN $64.54)
  • $64.54 P/E (TTM): 92.1X Cap: $144.91B
  • View BN Profile
  • View Questions on BN

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 $9.98)
  • $9.98 Cap: $454M
  • View PERI Profile
  • View Questions on PERI

Q: Why it is dropping this much today?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on September 12, 2023

• NVIDIA Corporation (NVDA $182.41)
  • $182.41 P/E (TTM): 51.97X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• Salesforce Inc. (CRM $260.57)
  • $260.57 P/E (TTM): 37.87X Cap: $244.15B
  • View CRM Profile
  • View Questions on CRM

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 $43.23)
  • $43.23 P/E (TTM): 34.58X Cap: $10.85B
  • View AMKR Profile
  • View Questions on AMKR

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 $447.56)
  • $447.56 P/E (TTM): 30.82X Cap: $48.17B
  • View ROP Profile
  • View Questions on ROP
• Constellation Software Inc. (CSU $3,325.82)
  • $3,325.82 P/E (TTM): 75.52X Cap: $70.47B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.95)
  • $27.95 P/E (TTM): 15.88X Cap: $657M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI
• TerraVest Industries Inc. (TVK $125.77)
  • $125.77 Cap: $2.72B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Waste Connections Inc. (WCN $239.44)
  • $239.44 P/E (TTM): 71.18X Cap: $61.67B
  • View WCN Profile
  • View Questions on WCN
• Heico Corporation (HEI $312.20)
  • $312.20 P/E (TTM): 68.17X Cap: $43.46B
  • View HEI Profile
  • View Questions on HEI

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 $564.93)
  • $564.93 Cap: $115.15B
  • View SPOT Profile
  • View Questions on SPOT

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 $171.10)
  • $171.10 P/E (TTM): 35.13X Cap: $229.40B
  • View RTX Profile
  • View Questions on RTX

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 $322.09)
  • $322.09 P/E (TTM): 31.8X Cap: $3.87T
  • View GOOG Profile
  • View Questions on GOOG
• Alphabet Inc. (GOOGL $321.27)
  • $321.27 P/E (TTM): 31.71X Cap: $3.87T
  • View GOOGL Profile
  • View Questions on GOOGL

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)
  • View DEAC Profile
  • View Questions on DEAC
• DraftKings Inc. (DKNG $34.00)
  • $34.00 Cap: $16.92B
  • View DKNG Profile
  • View Questions on DKNG

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 $18.24)
  • $18.24 P/E (TTM): 17.52X Cap: $6.75B
  • View STWD Profile
  • View Questions on STWD

Q: Would u recommend (,stwd)?

Upvote 0

Read Answer Asked by Barbars on September 11, 2023