Investment Q&A

• Lockheed Martin Corporation (LMT $594.95)
  • $594.95 P/E (TTM): 33.07X Cap: $134.59B
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• Northrop Grumman Corporation (NOC $678.74)
  • $678.74 P/E (TTM): 24.12X Cap: $94.33B
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• AeroVironment Inc. (AVAV $309.57)
  • $309.57 Cap: $15.11B
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• L3Harris Technologies Inc. (LHX $360.54)
  • $360.54 P/E (TTM): 38.21X Cap: $66.25B
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• RTX Corporation (RTX $201.28)
  • $201.28 P/E (TTM): 40.32X Cap: $260.28B
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Q: Just wondering your top 3 US/Canadian stock picks focusing on increased military spending.

Thank you for providing this great product.
Mike

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Read Answer Asked by Mike on October 20, 2023

• Intuit Inc. (INTU $545.40)
  • $545.40 P/E (TTM): 37.62X Cap: $156.39B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $119.95)
  • $119.95 P/E (TTM): 16.58X Cap: $26.59B
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• Palo Alto Networks Inc. (PANW $183.50)
  • $183.50 P/E (TTM): 115.36X Cap: $128.40B
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• The Trade Desk Inc. (TTD $32.19)
  • $32.19 P/E (TTM): 42.32X Cap: $16.35B
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• Okta Inc. (OKTA $91.46)
  • $91.46 P/E (TTM): 89.67X Cap: $16.17B
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• HubSpot Inc. (HUBS $319.66)
  • $319.66 Cap: $17.23B
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• CrowdStrike Holdings Inc. (CRWD $476.66)
  • $476.66 Cap: $118.06B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $110.83)
  • $110.83 P/E (TTM): 972.23X Cap: $9.27B
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• Lumine Group Inc. (LMN $23.19)
  • $23.19 P/E (TTM): 91.69X Cap: $6.18B
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Q: Good morning

I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.

Peter

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Read Answer Asked by Peter on October 20, 2023

• XPEL Inc. (XPEL $52.60)
  • $52.60 P/E (TTM): 32.08X Cap: $1.48B
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Q: Do you think there is any truth to the Culper Research report that XPEL's long-time supplier Entrotech has formed a joint venture with PPG, which has integrated protection technology directly into OEM paint?

Upvote 0

Read Answer Asked by sandy on October 20, 2023

• Starbucks Corporation (SBUX $95.72)
  • $95.72 P/E (TTM): 58.79X Cap: $109.53B
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• Chipotle Mexican Grill Inc. (CMG $39.65)
  • $39.65 P/E (TTM): 35.88X Cap: $52.52B
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• McDonald's Corporation (MCD $314.13)
  • $314.13 P/E (TTM): 26.11X Cap: $222.86B
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• Restaurant Brands International Inc. (QSR $91.74)
  • $91.74 P/E (TTM): 24.48X Cap: $41.87B
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• MTY Food Group Inc. (MTY $42.70)
  • $42.70 P/E (TTM): 30.25X Cap: $980M
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• Domino's Pizza Inc (DPZ $413.87)
  • $413.87 P/E (TTM): 23.69X Cap: $13.98B
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Q: MTY or QSR: which best buy? I am thinking mild recession - maybe better price of entry later? I do not own any stocks in this group. Not sure I need to own? Not big dividend growers which is my mantra. Too many good blue chips avai8lable that are good dividend growers.

Upvote 0

Read Answer Asked by James on October 19, 2023

• Tyson Foods Inc. (TSN $65.75)
  • $65.75 P/E (TTM): 45.95X Cap: $22.50B
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Q: I own Tyson in my RRSP and am down 42%. I understand that the company has taken several actions to improve results and think I should continue to hold considering that I am receiving a 4% dividend. I would appreciate your views on Tysons potential for growth. Thanks.

Upvote 0

Read Answer Asked by Gerry on October 18, 2023

• Crown Castle Inc. (CCI $86.75)
  • $86.75 Cap: $37.99B
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Q: Is a dividend cut a significant risk for this Cie (although it is considered an "aristocrat" US div.
Cie) ?

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Read Answer Asked by Jean-Yves on October 18, 2023

• Fortinet Inc. (FTNT $81.71)
  • $81.71 P/E (TTM): 31.94X Cap: $61.77B
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• Palo Alto Networks Inc. (PANW $183.50)
  • $183.50 P/E (TTM): 115.36X Cap: $128.40B
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• Qualys Inc. (QLYS $133.00)
  • $133.00 P/E (TTM): 25.38X Cap: $4.73B
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• CrowdStrike Holdings Inc. (CRWD $476.66)
  • $476.66 Cap: $118.06B
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Q: Hearing more and more cyber attacks are occurring. And sense as global economic tensions increase so will the severity and impact of these attacks. What are your top 3 companies that provide protection and solutions for this critical area of business?

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Read Answer Asked by Chris on October 18, 2023

• NVIDIA Corporation (NVDA $188.52)
  • $188.52 P/E (TTM): 45.87X Cap: $4.53T
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Q: How is todays news going to effect nvda stock going forward.

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Read Answer Asked by don on October 18, 2023

• NVIDIA Corporation (NVDA $188.52)
  • $188.52 P/E (TTM): 45.87X Cap: $4.53T
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Q: Hi all
NVDA has been restricted from buying chips from China. What US (OR other country..) chip companies may benefit from NVDA buying elsewhere?
Much thanks

Upvote 0

Read Answer Asked by El-ann on October 18, 2023

• AbbVie Inc. (ABBV $223.93)
  • $223.93 P/E (TTM): 166.5X Cap: $390.18B
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• Eli Lilly and Company (LLY $1,039.51)
  • $1,039.51 P/E (TTM): 53.2X Cap: $1T
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• Procter & Gamble Company (The) (PG $148.34)
  • $148.34 P/E (TTM): 21.89X Cap: $347.41B
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• UnitedHealth Group Incorporated (DE) (UNH $282.70)
  • $282.70 P/E (TTM): 18.49X Cap: $318.52B
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Q: I am interested in increasing my Health holdings through the purchase of CDRs. I am considering LLY, UNH, ABBV and PG. I favour LLY but note that it has been on a tear lately. Would you recommend it at these levels? I would appreciate your opinion on these companies. Thank you.

Upvote 0

Read Answer Asked by Dennis on October 18, 2023

• Evolve Global Healthcare Enhanced Yield ETF Unhedged Unit (LIFEB)
  • P/E (TTM): 23.9X
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Q: Pls provide your thoughts on this etf. Thanks

Upvote 0

Read Answer Asked by gary on October 17, 2023

• Occidental Petroleum Corporation (OXY $44.55)
  • $44.55 P/E (TTM): 31.73X Cap: $43.27B
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• Imperial Oil Limited (IMO $140.05)
  • $140.05 P/E (TTM): 17.5X Cap: $69.23B
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• Canadian Natural Resources Limited (CNQ $49.81)
  • $49.81 P/E (TTM): 15.42X Cap: $102.96B
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• Tourmaline Oil Corp. (TOU $62.92)
  • $62.92 P/E (TTM): 17.64X Cap: $24.18B
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Q: Hi 5i Wonder Team,

Can you recommend your top three energy companies (US or Canada) with a solid balance sheet and generous dividend?
I need to round out my portfolio with some energy.
Thanks for all you do!

Upvote 0

Read Answer Asked by Wes on October 17, 2023

• Netflix Inc. (NFLX $85.58)
  • $85.58 P/E (TTM): 34.9X Cap: $361.83B
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• The Walt Disney Company (DIS $110.61)
  • $110.61 P/E (TTM): 16.53X Cap: $197.39B
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Q: Hello,

Has enough time elapsed to be able to judge if the password protection and new price tiers with ads at Netflix has actually helped the share price.

If so, will that help Disney in a similar way?

Cheers

Upvote 2

Read Answer Asked by Arzoo on October 17, 2023

• Intuitive Surgical Inc. (ISRG $525.04)
  • $525.04 P/E (TTM): 69.46X Cap: $187.46B
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• Eli Lilly and Company (LLY $1,039.51)
  • $1,039.51 P/E (TTM): 53.2X Cap: $1T
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• Medtronic plc. (MDT $100.69)
  • $100.69 P/E (TTM): 27.39X Cap: $129.06B
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• Stryker Corporation (SYK $354.57)
  • $354.57 P/E (TTM): 47.13X Cap: $136.51B
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• DexCom Inc. (DXCM $73.67)
  • $73.67 P/E (TTM): 41.3X Cap: $28.60B
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Q: Due to the popularity of diabetes/diet drugs, do you see any companies consumer staples or others that have recently been excessively beaten on? Perhaps some that could be in for a turnaround in the long term.

Upvote 1

Read Answer Asked by Robert on October 17, 2023

• Amazon.com Inc. (AMZN $244.68)
  • $244.68 P/E (TTM): 33.1X Cap: $2.54T
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• Meta Platforms Inc. (META $672.97)
  • $672.97 P/E (TTM): 28.68X Cap: $1.69T
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• Alphabet Inc. (GOOG $335.00)
  • $335.00 P/E (TTM): 32.66X Cap: $4.02T
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• Microsoft Corporation (MSFT $480.58)
  • $480.58 P/E (TTM): 32.09X Cap: $3.49T
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• NVIDIA Corporation (NVDA $188.52)
  • $188.52 P/E (TTM): 45.87X Cap: $4.53T
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• Super Micro Computer Inc. (SMCI $31.20)
  • $31.20 P/E (TTM): 25.55X Cap: $18.38B
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• Vertiv Holdings LLC Class A (VRT $189.21)
  • $189.21 P/E (TTM): 68.35X Cap: $69.29B
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Q: I am interested in getting into the AI sector. What are your suggestions for something reliable and affordable?

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Read Answer Asked by Catty on October 17, 2023

• Hubbell Inc (HUBB $484.14)
  • $484.14 P/E (TTM): 30.01X Cap: $25.80B
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Q: Good day everyone may I have your thoughts on Hubb thanks George

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Read Answer Asked by George on October 16, 2023

• Westinghouse Air Brake Technologies Corporation (WAB $231.72)
  • $231.72 P/E (TTM): 33.92X Cap: $39.61B
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Q: Wabtec's share price has declined lately. Do you see it as a buy now? Thanks.

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Read Answer Asked by Gerald on October 16, 2023

• Bank of America Corporation (BAC $52.17)
  • $52.17 P/E (TTM): 14.33X Cap: $379.87B
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• JPMorgan Chase & Co. (JPM $300.31)
  • $300.31 P/E (TTM): 15.03X Cap: $819.50B
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• Toronto-Dominion Bank (The) (TD $130.42)
  • $130.42 P/E (TTM): 11.16X Cap: $222.09B
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• Bank of Nova Scotia (The) (BNS $103.51)
  • $103.51 P/E (TTM): 25.18X Cap: $127.88B
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• Truist Financial Corporation (TFC $50.89)
  • $50.89 P/E (TTM): 13.41X Cap: $64.20B
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Q: What doing you think of the bank? I have heard several market commentators say they like this smaller bank.

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Read Answer Asked by Rachel on October 16, 2023

• MS Structured Asset Corp. SATURN Aon Capital Security Backed Series 2005-2 6.875 (HJOCL $25.85)
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Q: Structure notes are these good yields product for registered accountants

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Read Answer Asked by parmjit on October 16, 2023

• DexCom Inc. (DXCM $73.67)
  • $73.67 P/E (TTM): 41.3X Cap: $28.60B
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Q: When price corrections downward seem "overdone" is there an opportunity for an option play? Under what circumstances would you advise of buying some calls? Would you buy just out of the money? What timeframe? Is DXCM getting near those parameters?

thanks!

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Read Answer Asked by Marilou on October 16, 2023