Investment Q&A

• Alphabet Inc. (GOOG $314.55)
  • $314.55 P/E (TTM): 31.09X Cap: $3.78T
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• NVIDIA Corporation (NVDA $187.54)
  • $187.54 P/E (TTM): 46.7X Cap: $4.55T
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• Booking Holdings Inc. (BKNG $5,427.15)
  • $5,427.15 P/E (TTM): 35.45X Cap: $174.93B
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• Eli Lilly and Company (LLY $1,079.75)
  • $1,079.75 P/E (TTM): 52.78X Cap: $1.02T
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• Berkshire Hathaway Inc. (BRK.B $503.71)
  • $503.71 P/E (TTM): 0.02X Cap: $1.08T
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Q: Top 5 us stocks you would but? Thanks rose

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Read Answer Asked by Rose on September 13, 2023

• Global Net Lease Inc. (GNL $8.59)
  • $8.59 Cap: $1.87B
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• W. P. Carey Inc. REIT (WPC $65.28)
  • $65.28 P/E (TTM): 39.28X Cap: $14.30B
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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 $346.35)
  • $346.35 P/E (TTM): 23.86X Cap: $345.89B
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• Lowe's Companies Inc. (LOW $243.18)
  • $243.18 P/E (TTM): 20.18X Cap: $136.41B
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• PepsiCo Inc. (PEP $144.16)
  • $144.16 P/E (TTM): 27.42X Cap: $197.11B
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• Philip Morris International Inc (PM $161.95)
  • $161.95 P/E (TTM): 29.12X Cap: $252.08B
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• Verizon Communications Inc. (VZ $40.70)
  • $40.70 P/E (TTM): 8.65X Cap: $171.60B
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• British American Tobacco p.l.c. (BTI $56.55)
  • $56.55 P/E (TTM): 30.66X Cap: $123.25B
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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 $187.54)
  • $187.54 P/E (TTM): 46.7X Cap: $4.55T
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• Constellation Software Inc. (CSU $3,313.07)
  • $3,313.07 P/E (TTM): 77.12X Cap: $70.20B
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• The Trade Desk Inc. (TTD $38.12)
  • $38.12 P/E (TTM): 44.03X Cap: $18.56B
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• Copart Inc. (CPRT $39.50)
  • $39.50 P/E (TTM): 24.11X Cap: $38.22B
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• Old Dominion Freight Line Inc. (ODFL $159.31)
  • $159.31 P/E (TTM): 32.09X Cap: $33.32B
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• Heico Corporation (HEI $328.26)
  • $328.26 P/E (TTM): 73.11X Cap: $45.88B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.38)
  • $63.38 P/E (TTM): 93.16X Cap: $143.79B
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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 $9.60)
  • $9.60 Cap: $445M
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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 $187.54)
  • $187.54 P/E (TTM): 46.7X Cap: $4.55T
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• Salesforce Inc. (CRM $265.92)
  • $265.92 P/E (TTM): 35.52X Cap: $249.45B
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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 $40.40)
  • $40.40 P/E (TTM): 32.47X 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.

Upvote 0

Read Answer Asked by Earl on September 12, 2023

• Roper Technologies Inc. (ROP $450.08)
  • $450.08 P/E (TTM): 31.05X Cap: $48.52B
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• Constellation Software Inc. (CSU $3,313.07)
  • $3,313.07 P/E (TTM): 77.12X Cap: $70.20B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.20)
  • $36.20 P/E (TTM): 20.6X Cap: $854M
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• TerraVest Industries Inc. (TVK $167.28)
  • $167.28 Cap: $3.66B
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• Waste Connections Inc. (WCN $244.14)
  • $244.14 P/E (TTM): 74.07X Cap: $62.88B
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• Heico Corporation (HEI $328.26)
  • $328.26 P/E (TTM): 73.11X Cap: $45.88B
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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 $576.68)
  • $576.68 Cap: $117.55B
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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 $184.01)
  • $184.01 P/E (TTM): 37.87X Cap: $246.71B
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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 $314.55)
  • $314.55 P/E (TTM): 31.09X Cap: $3.78T
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• Alphabet Inc. (GOOGL $313.85)
  • $313.85 P/E (TTM): 30.95X Cap: $3.78T
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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 $34.76)
  • $34.76 Cap: $17.19B
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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 $18.60)
  • $18.60 P/E (TTM): 17.81X Cap: $6.84B
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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 $203.80)
  • $203.80 P/E (TTM): 19.35X Cap: $227.95B
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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 $30.86)
  • $30.86 P/E (TTM): 3.09X Cap: $222M
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $47.04)
  • $47.04 P/E (TTM): 17.68X Cap: $685M
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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 $352.51)
  • $352.51 P/E (TTM): 21.17X Cap: $147.56B
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• Intuit Inc. (INTU $669.88)
  • $669.88 P/E (TTM): 46.47X Cap: $186.49B
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• Oracle Corporation (ORCL $197.21)
  • $197.21 P/E (TTM): 45.83X Cap: $561.35B
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• ServiceNow Inc. (NOW $154.23)
  • $154.23 P/E (TTM): 18.67X Cap: $160.15B
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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 $59.06)
  • $59.06 P/E (TTM): 21.97X Cap: $50.43B
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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 $12.48)
  • $12.48 Cap: $8.16B
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• Cameco Corporation (CCO $125.15)
  • $125.15 P/E (TTM): 105.36X Cap: $55.37B
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• Uranium Energy Corp. (UEC $11.77)
  • $11.77 Cap: $5.90B
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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 $70.07)
  • $70.07 P/E (TTM): 23.31X Cap: $301.41B
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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 $173.65)
  • $173.65 P/E (TTM): 34.62X Cap: $185.97B
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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