Investment Q&A

• NVIDIA Corporation (NVDA $188.61)
  • $188.61 P/E (TTM): 46.95X Cap: $4.58T
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• Salesforce Inc. (CRM $265.26)
  • $265.26 P/E (TTM): 35.17X Cap: $248.54B
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Q: If you had to choose between CRM and NVDA, which one would it be?

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Read Answer Asked by James on September 12, 2023

• Amkor Technology Inc. (AMKR $40.76)
  • $40.76 P/E (TTM): 32.63X Cap: $10.07B
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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.

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Read Answer Asked by Earl on September 12, 2023

• Roper Technologies Inc. (ROP $451.18)
  • $451.18 P/E (TTM): 30.95X Cap: $48.56B
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• Constellation Software Inc. (CSU $3,316.17)
  • $3,316.17 P/E (TTM): 76.34X Cap: $70.27B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.25)
  • $36.25 P/E (TTM): 20.54X Cap: $852M
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• TerraVest Industries Inc. (TVK $163.48)
  • $163.48 Cap: $3.54B
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• Waste Connections Inc. (WCN $243.29)
  • $243.29 P/E (TTM): 73.54X Cap: $62.66B
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• Heico Corporation (HEI $338.07)
  • $338.07 P/E (TTM): 73.05X Cap: $47.08B
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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

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Read Answer Asked by sam on September 12, 2023

• Spotify Technology S.A. (SPOT $586.57)
  • $586.57 Cap: $119.56B
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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.

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Read Answer Asked by Max on September 12, 2023

• RTX Corporation (RTX $186.38)
  • $186.38 P/E (TTM): 38.14X Cap: $249.89B
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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.

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Read Answer Asked by Dean on September 12, 2023

• Alphabet Inc. (GOOG $315.67)
  • $315.67 P/E (TTM): 30.73X Cap: $3.79T
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• Alphabet Inc. (GOOGL $314.09)
  • $314.09 P/E (TTM): 30.58X Cap: $3.79T
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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

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Read Answer Asked by Kolbi on September 12, 2023

• DraftKings (DEAC)
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• DraftKings Inc. (DKNG $34.46)
  • $34.46 Cap: $17.15B
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Q: whats your take on Draftkings

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Read Answer Asked by lynn on September 11, 2023

• STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. (STWD $18.54)
  • $18.54 P/E (TTM): 17.72X Cap: $6.86B
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Q: Would u recommend (,stwd)?

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Read Answer Asked by Barbars on September 11, 2023

• T-Mobile US Inc. (TMUS $199.02)
  • $199.02 P/E (TTM): 18.84X Cap: $221.09B
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Q: What is your opinion on T-Mobile as a growth stock over the next 3 to 5 years. Thanks.

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Read Answer Asked by Gerry on September 11, 2023

• iShares S&P/TSX SmallCap Index ETF (XCS $31.24)
  • $31.24 P/E (TTM): 3.09X Cap: $224M
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $48.17)
  • $48.17 P/E (TTM): 17.68X Cap: $691M
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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

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Read Answer Asked by Jill on September 11, 2023

• Adobe Inc. (ADBE $352.98)
  • $352.98 P/E (TTM): 21.4X Cap: $147.75B
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• Intuit Inc. (INTU $674.83)
  • $674.83 P/E (TTM): 46.37X Cap: $187.87B
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• Oracle Corporation (ORCL $197.49)
  • $197.49 P/E (TTM): 45.22X Cap: $567.41B
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• ServiceNow Inc. (NOW $152.59)
  • $152.59 P/E (TTM): 18.92X Cap: $158.44B
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Q: Which of these would you suggest for a good balance of growth vs risk?

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Read Answer Asked by Graeme on September 11, 2023

• Dominion Energy Inc. (D $59.01)
  • $59.01 P/E (TTM): 21.56X Cap: $50.38B
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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

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Read Answer Asked by Ronald on September 11, 2023

• NexGen Energy Ltd. (NXE $12.93)
  • $12.93 Cap: $8.46B
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• Cameco Corporation (CCO $127.48)
  • $127.48 P/E (TTM): 105.73X Cap: $55.50B
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• Uranium Energy Corp. (UEC $12.39)
  • $12.39 Cap: $5.98B
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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.

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Read Answer Asked by Paul on September 11, 2023

• Coca-Cola Company (The) (KO $70.11)
  • $70.11 P/E (TTM): 23.21X Cap: $301.58B
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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.

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Read Answer Asked by Lesley on September 11, 2023

• QUALCOMM Incorporated (QCOM $174.77)
  • $174.77 P/E (TTM): 34.88X Cap: $187.17B
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Q: Hi 5I
Thoughts on QCOM and its recent negative momentum please.

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Read Answer Asked by mike on September 11, 2023

• Lantheus Holdings Inc. (LNTH $66.68)
  • $66.68 P/E (TTM): 28.07X Cap: $4.42B
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Q: Hi 5i
Your recent answer regarding LNTH piqued my interest. Why does it seem like a hated company currently?

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Read Answer Asked by mike on September 11, 2023

• Symbotic Inc. (SYM $58.30)
  • $58.30 Cap: $34.87B
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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?

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Read Answer Asked by Lesley on September 08, 2023

• Microsoft Corporation (MSFT $488.02)
  • $488.02 P/E (TTM): 34.63X Cap: $3.62T
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• SentinelOne Inc. Class A (S $14.85)
  • $14.85 Cap: $5.04B
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• CrowdStrike Holdings Inc. (CRWD $477.11)
  • $477.11 Cap: $120.27B
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Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.

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Read Answer Asked by Michael on September 08, 2023

• Lamb Weston Holdings Inc. (LW $42.48)
  • $42.48 P/E (TTM): 20.1X Cap: $5.89B
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Q: Could I have your assessment of Lamb Weston? ROE looks attractive but would debt be a danger here? Thank you.

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Read Answer Asked by Harvey on September 08, 2023

• AMC Entertainment Holdings Inc. Class A (AMC $1.68)
  • $1.68 Cap: $861M
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Q: What is your current view of AMC Entertainment. Will this season's blockbusters lift it back to profitability?
Thank you, Hugh

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Read Answer Asked by Hugh on September 08, 2023