Investment Q&A

• Alphabet Inc. (GOOG $336.31)
  • $336.31 P/E (TTM): 33.21X Cap: $4.05T
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• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 46.11X Cap: $4.45T
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• Booking Holdings Inc. (BKNG $5,187.02)
  • $5,187.02 P/E (TTM): 34.62X Cap: $167.19B
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• Constellation Software Inc. (CSU $3,022.95)
  • $3,022.95 P/E (TTM): 73.44X Cap: $64.06B
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• BRP Inc. Subordinate Voting Shares (DOO $107.74)
  • $107.74 Cap: $7.90B
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• Ulta Beauty Inc. (ULTA $663.85)
  • $663.85 P/E (TTM): 25.52X Cap: $29.44B
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• Five Below Inc. (FIVE $197.45)
  • $197.45 P/E (TTM): 36.49X Cap: $10.89B
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• Topicus.com Inc. (TOI $117.59)
  • $117.59 P/E (TTM): 1046.41X Cap: $10.54B
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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

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Read Answer Asked by Jason on September 13, 2023

• Amphenol Corporation (APH $146.75)
  • $146.75 P/E (TTM): 49.66X Cap: $179.63B
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Q: Any recent thoughts on Amphenol?

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Read Answer Asked by Gregory on September 13, 2023

• Alphabet Inc. (GOOG $336.31)
  • $336.31 P/E (TTM): 33.21X Cap: $4.05T
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• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 46.11X Cap: $4.45T
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• Booking Holdings Inc. (BKNG $5,187.02)
  • $5,187.02 P/E (TTM): 34.62X Cap: $167.19B
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• Eli Lilly and Company (LLY $1,073.29)
  • $1,073.29 P/E (TTM): 52.7X Cap: $1.01T
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• Berkshire Hathaway Inc. (BRK.B $493.15)
  • $493.15 P/E (TTM): 15.84X Cap: $1.06T
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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 $9.16)
  • $9.16 Cap: $1.96B
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• W. P. Carey Inc. REIT (WPC $67.80)
  • $67.80 P/E (TTM): 40.47X Cap: $14.85B
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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?

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Read Answer Asked by David on September 13, 2023

• Home Depot Inc. (The) (HD $375.95)
  • $375.95 P/E (TTM): 25.58X Cap: $378.03B
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• Lowe's Companies Inc. (LOW $274.95)
  • $274.95 P/E (TTM): 22.7X Cap: $154.23B
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• PepsiCo Inc. (PEP $145.92)
  • $145.92 P/E (TTM): 27.28X Cap: $199.52B
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• Philip Morris International Inc (PM $171.08)
  • $171.08 P/E (TTM): 29.87X Cap: $258.16B
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• Verizon Communications Inc. (VZ $39.83)
  • $39.83 P/E (TTM): 8.34X Cap: $167.94B
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• British American Tobacco p.l.c. (BTI $57.44)
  • $57.44 P/E (TTM): 30.92X Cap: $124.20B
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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?

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Read Answer Asked by Trevor on September 13, 2023

• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 46.11X Cap: $4.45T
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• Constellation Software Inc. (CSU $3,022.95)
  • $3,022.95 P/E (TTM): 73.44X Cap: $64.06B
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• The Trade Desk Inc. (TTD $37.13)
  • $37.13 P/E (TTM): 42.41X Cap: $17.95B
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• Copart Inc. (CPRT $39.99)
  • $39.99 P/E (TTM): 24.49X Cap: $38.71B
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• Old Dominion Freight Line Inc. (ODFL $173.52)
  • $173.52 P/E (TTM): 34.92X Cap: $36.28B
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• Heico Corporation (HEI $352.29)
  • $352.29 P/E (TTM): 77.89X Cap: $49.09B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.65)
  • $65.65 P/E (TTM): 95.54X Cap: $147.40B
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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 $9.52)
  • $9.52 Cap: $422M
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Q: Why it is dropping this much today?

Thanks,
Milan

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Read Answer Asked by Milan on September 12, 2023

• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 46.11X Cap: $4.45T
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• Salesforce Inc. (CRM $239.57)
  • $239.57 P/E (TTM): 34.63X Cap: $225.87B
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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 $48.67)
  • $48.67 P/E (TTM): 41.26X Cap: $12.03B
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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 $424.20)
  • $424.20 P/E (TTM): 29.78X Cap: $45.89B
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• Constellation Software Inc. (CSU $3,022.95)
  • $3,022.95 P/E (TTM): 73.44X Cap: $64.06B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.28)
  • $36.28 P/E (TTM): 20.65X Cap: $854M
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• TerraVest Industries Inc. (TVK $172.62)
  • $172.62 Cap: $3.74B
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• Waste Connections Inc. (WCN $228.76)
  • $228.76 P/E (TTM): 69.1X Cap: $58.92B
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• Heico Corporation (HEI $352.29)
  • $352.29 P/E (TTM): 77.89X Cap: $49.09B
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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 $528.92)
  • $528.92 Cap: $107.81B
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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 $198.84)
  • $198.84 P/E (TTM): 39.85X Cap: $266.59B
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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 $336.31)
  • $336.31 P/E (TTM): 33.21X Cap: $4.05T
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• Alphabet Inc. (GOOGL $335.84)
  • $335.84 P/E (TTM): 32.76X Cap: $4.05T
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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 $34.32)
  • $34.32 Cap: $17.08B
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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 $18.15)
  • $18.15 P/E (TTM): 17.39X Cap: $6.62B
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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 $192.02)
  • $192.02 P/E (TTM): 19.01X Cap: $214.77B
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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 $33.43)
  • $33.43 P/E (TTM): 3.09X Cap: $260M
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $49.90)
  • $49.90 P/E (TTM): 18.2X Cap: $709M
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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 $304.44)
  • $304.44 P/E (TTM): 18.55X Cap: $127.43B
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• Intuit Inc. (INTU $566.60)
  • $566.60 P/E (TTM): 41.57X Cap: $157.74B
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• Oracle Corporation (ORCL $193.61)
  • $193.61 P/E (TTM): 47.38X Cap: $581.20B
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• ServiceNow Inc. (NOW $134.61)
  • $134.61 P/E (TTM): 83.4X Cap: $139.77B
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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 $60.25)
  • $60.25 P/E (TTM): 21.88X Cap: $51.44B
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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 $16.00)
  • $16.00 Cap: $10.47B
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• Cameco Corporation (CCO $153.81)
  • $153.81 P/E (TTM): 125.88X Cap: $65.79B
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• Uranium Energy Corp. (UEC $17.19)
  • $17.19 Cap: $7.13B
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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