Investment Q&A

• Home Depot Inc. (The) (HD $380.72)
  • $380.72 P/E (TTM): 25.72X Cap: $379.01B
  • View HD Profile
  • View Questions on HD
• Lowe's Companies Inc. (LOW $264.57)
  • $264.57 P/E (TTM): 22.71X Cap: $148.41B
  • View LOW Profile
  • View Questions on LOW
• Acadian Timber Corp. (ADN $16.83)
  • $16.83 P/E (TTM): 6.38X Cap: $310M
  • View ADN Profile
  • View Questions on ADN
  • View Reports on ADN
• Floor & Decor Holdings Inc. (FND $69.09)
  • $69.09 P/E (TTM): 35.59X Cap: $7.45B
  • View FND Profile
  • View Questions on FND
• TopBuild Corp. (BLD $448.30)
  • $448.30 P/E (TTM): 25.73X Cap: $12.61B
  • View BLD Profile
  • View Questions on BLD
• NVR Inc. (NVR $7,517.79)
  • $7,517.79 P/E (TTM): 17.08X Cap: $21B
  • View NVR Profile
  • View Questions on NVR
• West Fraser Timber Co. Ltd. (WFG $90.56)
  • $90.56 Cap: $6.97B
  • View WFG Profile
  • View Questions on WFG

Q: Please provide best “lower risk” investment ideas given the housing shortage in Canada and USA?

Upvote 1

Read Answer Asked by Geoffrey on November 08, 2023

• Caesarstone Ltd. (CSTE $1.37)
  • $1.37 Cap: $51M
  • View CSTE Profile
  • View Questions on CSTE

Q: Could I have your opinion about this company please

Upvote 2

Read Answer Asked by John on November 07, 2023

• ARMOUR Residential REIT Inc. (ARR $17.95)
  • $17.95 Cap: $2.14B
  • View ARR Profile
  • View Questions on ARR

Q: Hi Peter and wonder team!

Can you give me the basics on the fundamentals and guidance on ARR.
it pays a alarmingly generous dividend and seems to have some momentum. I need some more REITS and can’t help but be attracted to the dividend here.

What concerns would you have here?
Debt? Insecure dividend?

Appreciate all you do!

Upvote 2

Read Answer Asked by Josh on November 07, 2023

• Air Products and Chemicals Inc. (APD $275.67)
  • $275.67 Cap: $61.37B
  • View APD Profile
  • View Questions on APD

Q: Major negative reaction to APD's earning. Was it priced for perfection prior ? Your thoughts on this business going forward ?

Upvote 3

Read Answer Asked by James on November 07, 2023

• Celsius Holdings Inc. (CELH $53.61)
  • $53.61 P/E (TTM): 447.45X Cap: $13.95B
  • View CELH Profile
  • View Questions on CELH

Q: Can you comment on Celsius Holdings latest quarter please.
Thank you

Upvote 10

Read Answer Asked by Neil on November 07, 2023

• Microsoft Corporation (MSFT $392.74)
  • $392.74 P/E (TTM): 24.04X Cap: $2.91T
  • View MSFT Profile
  • View Questions on MSFT

Q: May I please get your thoughts on MSFT and in particular their new AI product Copilot that recently launched. Have you used it? Are there any analyst options/estimates for how much it may add to the top-line over the coming year or two? Thanks.

Upvote 33

Read Answer Asked by Marco on November 07, 2023

• PayPal Holdings Inc. (PYPL $46.21)
  • $46.21 P/E (TTM): 8.14X Cap: $42.54B
  • View PYPL Profile
  • View Questions on PYPL
• Mastercard Incorporated (MA $517.21)
  • $517.21 P/E (TTM): 30.03X Cap: $461.25B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $320.14)
  • $320.14 P/E (TTM): 28.78X Cap: $613.39B
  • View V Profile
  • View Questions on V
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Jack Henry & Associates Inc. (JKHY $162.46)
  • $162.46 P/E (TTM): 22.37X Cap: $11.29B
  • View JKHY Profile
  • View Questions on JKHY
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI
• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
  • View FISV Profile
  • View Questions on FISV

Q: Hi 5i; I would like your assessment of Fiserv Inc. (FI). It has started to trend up off the lows of 2022 and I am back into positive territory but not certain this is still one to hold. I am interested in the outlook for this stock individually and whether you see it in the top quartile performer in a crowded and competitive space – electronic payments.

I’d also appreciate your comment on the Goodwill number on Sept 30th balance sheet; seems excessive?

Thanks very much.

Upvote 9

Read Answer Asked by Dave on November 07, 2023

• Berkshire Hathaway Inc. (BRK.B $504.95)
  • $504.95 P/E (TTM): 15.8X Cap: $1.08T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Hi Peter, looks like Warren and Charlie and Team still know what their doing. Your thoughts on the 1/4 ? Also, how does the BRK performance compare with the usual benchmarks like S&P and Dow over different time periods (5, 10, 15yrs etc). What is the argument against just owning BRK for US$ exposure ? Thank you.

Upvote 25

Read Answer Asked by Paul on November 07, 2023

• Opendoor Technologies Inc (OPEN $5.42)
  • $5.42 Cap: $5.19B
  • View OPEN Profile
  • View Questions on OPEN

Q: What do you think of OPEN’s quarter and guidance?

Upvote 3

Read Answer Asked by Michael on November 07, 2023

• PIMCO Dynamic Income Fund (PDI $17.99)
  • $17.99 Cap: $4.40B
  • View PDI Profile
  • View Questions on PDI

Q: Are the distributions taxed as income?

Upvote 3

Read Answer Asked by Gregory on November 07, 2023

• The Walt Disney Company (DIS $106.04)
  • $106.04 P/E (TTM): 15.38X Cap: $187.85B
  • View DIS Profile
  • View Questions on DIS

Q: Hi
What is to be made of Disney’s deal for the rest of Hulu? Do you believe this is a good deal for the company from both a viewership and financial perspective? Thank you.

Kenn

Upvote 14

Read Answer Asked by Kenneth on November 07, 2023

• Expedia Group Inc. (EXPE $215.69)
  • $215.69 P/E (TTM): 19.29X Cap: $26.42B
  • View EXPE Profile
  • View Questions on EXPE
• Booking Holdings Inc. (BKNG $4,239.35)
  • $4,239.35 P/E (TTM): 23.3X Cap: $134.27B
  • View BKNG Profile
  • View Questions on BKNG

Q: What is your view on these two following the divergent reaction to their earnings reports? Which would be your preference today?

Upvote 12

Read Answer Asked by Peter on November 06, 2023

• Algoma Steel Group Inc. (ASTL $6.25)
  • $6.25 Cap: $655M
  • View ASTL Profile
  • View Questions on ASTL

Q: your view please on astl given recent earnings.
thank you.

Upvote 4

Read Answer Asked by Howard on November 06, 2023

• Fox Factory Holding Corp. (FOXF $16.84)
  • $16.84 Cap: $703M
  • View FOXF Profile
  • View Questions on FOXF

Q: The market does not like the decline in sales and for that matter the acquisition as well. Do you think to blame the strike for the extent of decline is justified?
If you think it is worth a hold, would you take a loss for tax purposes and visit later. what is the likelihood of a bounce into the year end?
Regards
Rajiv

Upvote 6

Read Answer Asked by Rajiv on November 06, 2023

• Omega Healthcare Investors Inc. (OHI $48.27)
  • $48.27 P/E (TTM): 24.49X Cap: $14.26B
  • View OHI Profile
  • View Questions on OHI

Q: OHI’s 3rd quarter didn’t seem that bad at first glance. Any special reason they’re down 6% 4 days after the “ex” date?

Upvote 3

Read Answer Asked by David on November 06, 2023

• Microsoft Corporation (MSFT $392.74)
  • $392.74 P/E (TTM): 24.04X Cap: $2.91T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $177.19)
  • $177.19 P/E (TTM): 47.53X Cap: $4.30T
  • View NVDA Profile
  • View Questions on NVDA
• Atlassian Corporation (TEAM $75.13)
  • $75.13 Cap: $19.81B
  • View TEAM Profile
  • View Questions on TEAM

Q: TEAM has a lot of people selling. I am still hanging on to it, but due to the amount of people selling, I think most people sell and buy a stock with more up side i.e. Alphabet, NVDA, MSFT, etc. which in the long run will probably be a better move than waiting for TEAM to bottom out and recover. What is your take on this? Thanks again.

Upvote 7

Read Answer Asked by Dennis on November 06, 2023

• Palantir Technologies Inc. (PLTR $137.19)
  • $137.19 P/E (TTM): 207.3X Cap: $324.98B
  • View PLTR Profile
  • View Questions on PLTR

Q: Thoughts on the quarter and outlook? seems to be trending in the right direction. Can this be one you hold for the next decade and be rewarded nicely?

Upvote 8

Read Answer Asked by Sal on November 06, 2023

• BMO S&P 500 Index ETF (ZSP $102.84)
  • $102.84 P/E (TTM): 25.46X Cap: $21.38B
  • View ZSP Profile
  • View Questions on ZSP
• Global X S&P 500 Index Corporate Class ETF (HXS $96.92)
  • $96.92 Cap: $5.79B
  • View HXS Profile
  • View Questions on HXS
• Vanguard S&P 500 Index ETF (VFV $166.62)
  • $166.62 P/E (TTM): 26.01X Cap: $28.53B
  • View VFV Profile
  • View Questions on VFV
• Vanguard S&P 500 ETF (VOO $631.04)
  • $631.04 P/E (TTM): 26.2X Cap: $839.12B
  • View VOO Profile
  • View Questions on VOO
• State Street SPDR S&P 500 ETF Trust (SPY $685.99)
  • $685.99 P/E (TTM): 26.17X Cap: $700.66B
  • View SPY Profile
  • View Questions on SPY
• iShares Core S&P 500 ETF (IVV $689.38)
  • $689.38 P/E (TTM): 25.68X Cap: $757.57B
  • View IVV Profile
  • View Questions on IVV

Q: Good morning - can you suggest some US S & P 500 ETF possibilities along with a recommended choice. Many thanks

al

Upvote 5

Read Answer Asked by alex on November 06, 2023

• Roku Inc. (ROKU $98.41)
  • $98.41 Cap: $13.78B
  • View ROKU Profile
  • View Questions on ROKU

Q: please provide an update on ROKU.

Upvote 5

Read Answer Asked by Cheryl on November 06, 2023

• Paycom Software Inc. (PAYC $125.83)
  • $125.83 P/E (TTM): 14.16X Cap: $6.82B
  • View PAYC Profile
  • View Questions on PAYC

Q: Stock tanked on recent results...I saw something about one of their products cannibalizing the other. I'm really curious on your thoughts on this one and is it a buying opportunity? The company seems well run and managed and has been a half-decent performer. Can they shake this and turn it around?

Upvote 2

Read Answer Asked by Cameron on November 03, 2023