Investment Q&A

• Apple Inc. (AAPL $278.78)
  • $278.78 P/E (TTM): 37.53X Cap: $4.11T
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• Amazon.com Inc. (AMZN $229.53)
  • $229.53 P/E (TTM): 32.36X Cap: $2.45T
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• Meta Platforms Inc. (META $673.42)
  • $673.42 P/E (TTM): 29.3X Cap: $1.69T
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• Alphabet Inc. (GOOGL $321.27)
  • $321.27 P/E (TTM): 31.71X Cap: $3.87T
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• Microsoft Corporation (MSFT $483.16)
  • $483.16 P/E (TTM): 34.2X Cap: $3.59T
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• NVIDIA Corporation (NVDA $182.41)
  • $182.41 P/E (TTM): 52.25X Cap: $4.43T
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• Tesla Inc. (TSLA $455.00)
  • $455.00 P/E (TTM): 303.02X Cap: $1.51T
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• Berkshire Hathaway Inc. (BRK.B $504.34)
  • $504.34 P/E (TTM): 17.25X Cap: $1.08T
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Q: Hi Peter and company,

What would be the percent weight range holding the “magnificent 7” in a portfolio for a growth investor? Are there any names you would substitute? Expand to 10?

Thanks for the great service,
Angelo

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Read Answer Asked by Angelo on June 23, 2023

• NVIDIA Corporation (NVDA $182.41)
  • $182.41 P/E (TTM): 52.25X Cap: $4.43T
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Q: My small position in NVDA has doubled to about 13-14% of my portfolio. Should I sell half in the interest of diversification and before the ‘bubble’ bursts? Or treat it as a tech pillar like MS or GOOG and keep it as a long-term hold?

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Read Answer Asked by James on June 22, 2023

• NVIDIA Corporation (NVDA $182.41)
  • $182.41 P/E (TTM): 52.25X Cap: $4.43T
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Q: I have been receiving several alerts about insiders (mainly directors) selling stock. I feel this is a sign that the AI madness could be subsiding. I too, have taken some profit. What do you think?

Carl

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Read Answer Asked by Carl on June 22, 2023

• Dream Finders Homes Inc. Class A (DFH $18.80)
  • $18.80 P/E (TTM): 6.71X Cap: $1.74B
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Q: The stock price has pretty much tripled in six months. What's accounting for the massive gain and do you think it has further room to increase?

Upvote 1

Read Answer Asked by Brendan on June 22, 2023

• Alphabet Inc. (GOOG $322.09)
  • $322.09 P/E (TTM): 31.43X Cap: $3.87T
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• Alphabet Inc. (GOOGL $321.27)
  • $321.27 P/E (TTM): 31.71X Cap: $3.87T
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Q: what is the difference between these 2 and which one would you say is a better buy.

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Read Answer Asked by wilson on June 22, 2023

• State Street Health Care Select Sector SPDR ETF (XLV $153.26)
  • $153.26 P/E (TTM): 23.97X Cap: $39.71B
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• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $47.84)
  • $47.84 P/E (TTM): 15.5X Cap: $3.03B
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• iShares U.S. Healthcare ETF (IYH $64.84)
  • $64.84 P/E (TTM): 23.73X Cap: $3.49B
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• State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD $43.40)
  • $43.40 P/E (TTM): 16.33X Cap: $7.27B
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Q: Could you please recommend a US Dividend ETF (in US $), preferably with a Dividend of 4% or more. Also US Dividend Healthcare ETF. What is a good entry point for each? Thank you.

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Read Answer Asked by Pat on June 21, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: I am considering adding this to my portfolio but the expression "don't fight the tape " keeps holding me back. Pros, Cons and thoughts would be appreciated.

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Read Answer Asked by Harry on June 21, 2023

• Vulcan Materials Company (Holding Company) (VMC $294.87)
  • $294.87 P/E (TTM): 34.88X Cap: $38.65B
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Q: Good day everyone may I have your thoughts on Vulcan Materials.
Thanks

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Read Answer Asked by George on June 21, 2023

• Veeva Systems Inc. Class A (VEEV $242.00)
  • $242.00 P/E (TTM): 47.17X Cap: $39.78B
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• Progyny Inc. (PGNY $24.02)
  • $24.02 P/E (TTM): 38.13X Cap: $2.06B
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Q: I'm reviewing my portfolio to evaluate if there are any names i've held for a few years which haven't done much or i'm down on, and may be candidates to be sold and replaced with growthier names that have become more attractive. The 2 names that meet the criteria are VEEV and PGNY. With a focus on growth do you think either of these names should be sold and replaced or are they holds? Thx

Upvote 1

Read Answer Asked by Adam on June 21, 2023

• Baxter International Inc. (BAX $18.54)
  • $18.54 Cap: $9.52B
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Q: Could you update your views on BAX.US and why?

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Read Answer Asked by Frank on June 21, 2023

• Digital Realty Trust Inc. (DLR $164.73)
  • $164.73 P/E (TTM): 41.72X Cap: $56.58B
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Q: You have like this Reit in the past, but recently I have read it has high debt and was not recommended (in this particular article). Do you still like it, and what would be a good entry point if you were to buy it. I have a small position and am not sure whether I should add to it or not. Thanks.

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Read Answer Asked by Pat on June 21, 2023

• Costco Wholesale Corporation (COST $894.68)
  • $894.68 P/E (TTM): 64.31X Cap: $396.50B
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• Microsoft Corporation (MSFT $483.16)
  • $483.16 P/E (TTM): 34.2X Cap: $3.59T
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• Johnson & Johnson (JNJ $201.93)
  • $201.93 P/E (TTM): 19.54X Cap: $486.50B
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• Morgan Stanley (MS $176.51)
  • $176.51 P/E (TTM): 17.92X Cap: $280.52B
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Q: Hi 5i,
I plan on purchasing these 4 companies to cover off my exposure to the US markets.

What is your opinion of this portfolio? Any other addition?

Weighting in the Portfolio is a consideration, so I only have 4 positions.

Is now a good time to start accumulating, and it what order?

Thanks for the opinion.
John

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Read Answer Asked by John on June 21, 2023

• iShares Russell 2000 Growth ETF (IWO $331.15)
  • $331.15 P/E (TTM): 23.11X Cap: $13.34B
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• iShares Core S&P Small-Cap ETF (IJR $121.63)
  • $121.63 P/E (TTM): 17.9X Cap: $88.39B
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Q: What is the difference between IJR and IWO? Best account to hold?
Many thanks.

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Read Answer Asked by Carlos on June 21, 2023

• Adobe Inc. (ADBE $346.26)
  • $346.26 P/E (TTM): 21.09X Cap: $144.94B
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• Amazon.com Inc. (AMZN $229.53)
  • $229.53 P/E (TTM): 32.36X Cap: $2.45T
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• Costco Wholesale Corporation (COST $894.68)
  • $894.68 P/E (TTM): 64.31X Cap: $396.50B
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• Meta Platforms Inc. (META $673.42)
  • $673.42 P/E (TTM): 29.3X Cap: $1.69T
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• Alphabet Inc. (GOOG $322.09)
  • $322.09 P/E (TTM): 31.43X Cap: $3.87T
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• Intuitive Surgical Inc. (ISRG $575.34)
  • $575.34 P/E (TTM): 75.12X Cap: $203.95B
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• Microsoft Corporation (MSFT $483.16)
  • $483.16 P/E (TTM): 34.2X Cap: $3.59T
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• QUALCOMM Incorporated (QCOM $174.81)
  • $174.81 P/E (TTM): 34.8X Cap: $187.22B
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• Constellation Software Inc. (CSU $3,325.82)
  • $3,325.82 P/E (TTM): 75.16X Cap: $70.47B
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• Kinaxis Inc. (KXS $176.30)
  • $176.30 P/E (TTM): 105.48X Cap: $4.94B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $113.29)
  • $113.29 P/E (TTM): 47.4X Cap: $13.06B
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Q: What stocks would you suggest for a TFSA of about $70k for a 30 y.o. with a 10-15 year time frame?
Thank you.

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Read Answer Asked by A on June 21, 2023

• CME Group Inc. (CME $270.87)
  • $270.87 P/E (TTM): 26.47X Cap: $97.67B
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• Nasdaq Inc. (NDAQ $90.22)
  • $90.22 P/E (TTM): 32.13X Cap: $51.51B
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• Visa Inc. (V $331.24)
  • $331.24 P/E (TTM): 32.07X Cap: $637.87B
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• Toronto-Dominion Bank (The) (TD $122.20)
  • $122.20 P/E (TTM): 10.13X Cap: $208.62B
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• Bank of Nova Scotia (The) (BNS $99.26)
  • $99.26 P/E (TTM): 18.91X Cap: $123.23B
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• Bank of Montreal (BMO $178.24)
  • $178.24 P/E (TTM): 14.7X Cap: $126.35B
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• Manulife Financial Corporation (MFC $48.83)
  • $48.83 P/E (TTM): 15.46X Cap: $82.27B
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• Power Corporation of Canada Subordinate Voting Shares (POW $70.51)
  • $70.51 P/E (TTM): 14.81X Cap: $44.91B
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• Timbercreek Financial Corp. (TF $6.67)
  • $6.67 P/E (TTM): 15.16X Cap: $551M
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• Cboe Global Markets Inc. (CBOE $252.76)
  • $252.76 P/E (TTM): 27.41X Cap: $26.44B
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• Tradeweb Markets Inc. (TW $107.77)
  • $107.77 P/E (TTM): 36.96X Cap: $25.48B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.54)
  • $64.54 P/E (TTM): 92.1X Cap: $144.91B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.68)
  • $73.68 P/E (TTM): 32.75X Cap: $118.67B
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Q: Hello Peter & Team: I am trying to trim down my financial holdings as I am spreading too thin, I'm currently retired and would like income with growth potential with 3 -5 years holdings time frame . Which of the above is most prefer to least prefer, and why.
Thank you for your great service , as always.

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Read Answer Asked by DAVID on June 21, 2023

• Regeneron Pharmaceuticals Inc. (REGN $718.36)
  • $718.36 P/E (TTM): 17.28X Cap: $75.49B
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• Thermo Fisher Scientific Inc (TMO $572.77)
  • $572.77 P/E (TTM): 33.23X Cap: $215.19B
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• UnitedHealth Group Incorporated (DE) (UNH $330.91)
  • $330.91 P/E (TTM): 17.4X Cap: $299.75B
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Q: Of these three which two would you recommend and why please? Thanks again. Dan

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Read Answer Asked by Danny-boy on June 21, 2023

• KKR & Co. Inc. (KKR $129.42)
  • $129.42 P/E (TTM): 54.42X Cap: $115.35B
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Q: I,ve held this stock for some time now. Does'nt seem to be going anywhere . What do you think of it ? Hold or sell ? Thanks.

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Read Answer Asked by Frank on June 21, 2023

• Arista Networks Inc. (ANET $128.59)
  • $128.59 P/E (TTM): 48.75X Cap: $161.93B
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• Super Micro Computer Inc. (SMCI $34.69)
  • $34.69 P/E (TTM): 26.95X Cap: $20.70B
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• Coherent Corp. (COHR $181.79)
  • $181.79 Cap: $28.56B
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• Fabrinet (FN $478.45)
  • $478.45 P/E (TTM): 48.59X Cap: $16.02B
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• Credo Technology Group Holding Ltd (CRDO $176.04)
  • $176.04 P/E (TTM): 255.13X Cap: $31.79B
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Q: Looking for "early winners" in "picks and shovels" for AI. Please rank among listed [FN COHR CRDO ANET SMCI] or others at current prices with what you like most about potential

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Read Answer Asked by sam on June 21, 2023

• Gentex Corporation (GNTX $23.22)
  • $23.22 P/E (TTM): 13.64X Cap: $5.08B
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Q: I am not sure you follow Gentex Corporation. Can you provide any insight in this company?

Thanks
Tim

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Read Answer Asked by Timothy on June 20, 2023

• INVESCO QQQ Trust (QQQ $625.48)
  • $625.48 P/E (TTM): 36.83X Cap: $407.09B
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• Invesco NASDAQ Next Gen 100 ETF (QQQJ $37.31)
  • $37.31 P/E (TTM): 26.91X Cap: $737M
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Q: Hi everyone!!

What are your thoughts on QQQJ ?I have it in my portfolio and am experiencing a small loss. Does it have the potential for future growth or would I be better off unloading it??

Cheers,

Tamara

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Read Answer Asked by Tamara on June 20, 2023