Investment Q&A

• Lockheed Martin Corporation (LMT $637.51)
  • $637.51 P/E (TTM): 29.61X Cap: $147.77B
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• Northrop Grumman Corporation (NOC $714.15)
  • $714.15 P/E (TTM): 24.9X Cap: $102.87B
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• AeroVironment Inc. (AVAV $211.35)
  • $211.35 Cap: $10.77B
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• L3Harris Technologies Inc. (LHX $363.70)
  • $363.70 P/E (TTM): 43.24X Cap: $68.80B
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• RTX Corporation (RTX $200.73)
  • $200.73 P/E (TTM): 40.99X Cap: $275.33B
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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 $455.24)
  • $455.24 P/E (TTM): 29.88X Cap: $123.55B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.65)
  • $98.65 P/E (TTM): 13.2X Cap: $21.10B
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• Palo Alto Networks Inc. (PANW $169.74)
  • $169.74 P/E (TTM): 93.48X Cap: $137.83B
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• The Trade Desk Inc. (TTD $23.51)
  • $23.51 P/E (TTM): 27.86X Cap: $11.19B
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• Okta Inc. (OKTA $80.76)
  • $80.76 P/E (TTM): 61.35X Cap: $13.87B
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• HubSpot Inc. (HUBS $262.32)
  • $262.32 P/E (TTM): 327.84X Cap: $13.82B
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• CrowdStrike Holdings Inc. (CRWD $428.18)
  • $428.18 Cap: $110.52B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $96.54)
  • $96.54 P/E (TTM): 308.43X Cap: $12.58B
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• Lumine Group Inc. (LMN $24.00)
  • $24.00 P/E (TTM): 96.23X Cap: $6.26B
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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 $38.46)
  • $38.46 P/E (TTM): 20.26X Cap: $1.04B
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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 $95.83)
  • $95.83 P/E (TTM): 81.31X Cap: $105.56B
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• Chipotle Mexican Grill Inc. (CMG $32.94)
  • $32.94 P/E (TTM): 30.18X Cap: $42.51B
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• McDonald's Corporation (MCD $309.58)
  • $309.58 P/E (TTM): 27.31X Cap: $224.29B
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• Restaurant Brands International Inc. (QSR $101.86)
  • $101.86 P/E (TTM): 32.07X Cap: $46.34B
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• MTY Food Group Inc. (MTY $39.05)
  • $39.05 P/E (TTM): 7.66X Cap: $901M
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• Domino's Pizza Inc (DPZ $375.30)
  • $375.30 P/E (TTM): 22.48X Cap: $12.67B
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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 $59.12)
  • $59.12 P/E (TTM): 110.84X Cap: $21.55B
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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 $85.07)
  • $85.07 P/E (TTM): 87.06X Cap: $37.02B
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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 $83.12)
  • $83.12 P/E (TTM): 34.22X Cap: $61.70B
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• Palo Alto Networks Inc. (PANW $169.74)
  • $169.74 P/E (TTM): 93.48X Cap: $137.83B
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• Qualys Inc. (QLYS $96.59)
  • $96.59 P/E (TTM): 17.48X Cap: $3.44B
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• CrowdStrike Holdings Inc. (CRWD $428.18)
  • $428.18 Cap: $110.52B
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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 $178.56)
  • $178.56 P/E (TTM): 37.13X Cap: $4.38T
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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 $178.56)
  • $178.56 P/E (TTM): 37.13X Cap: $4.38T
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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 $206.23)
  • $206.23 P/E (TTM): 93.12X Cap: $368.38B
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• Eli Lilly and Company (LLY $917.50)
  • $917.50 P/E (TTM): 40.54X Cap: $867.39B
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• Procter & Gamble Company (The) (PG $144.84)
  • $144.84 P/E (TTM): 22.44X Cap: $340.95B
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• UnitedHealth Group Incorporated (DE) (UNH $280.44)
  • $280.44 P/E (TTM): 21.74X Cap: $258.07B
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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 $59.58)
  • $59.58 P/E (TTM): 35.86X Cap: $57.57B
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• Imperial Oil Limited (IMO $174.38)
  • $174.38 P/E (TTM): 21.88X Cap: $83.36B
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• Canadian Natural Resources Limited (CNQ $69.50)
  • $69.50 P/E (TTM): 21.18X Cap: $140.78B
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• Tourmaline Oil Corp. (TOU $69.14)
  • $69.14 P/E (TTM): 92.78X Cap: $25.97B
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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 $91.74)
  • $91.74 P/E (TTM): 37.31X Cap: $399.83B
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• Walt Disney Company (The) (DIS $99.20)
  • $99.20 P/E (TTM): 14.77X Cap: $176.12B
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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 $479.93)
  • $479.93 P/E (TTM): 61.34X Cap: $169.65B
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• Eli Lilly and Company (LLY $917.50)
  • $917.50 P/E (TTM): 40.54X Cap: $867.39B
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• Medtronic plc. (MDT $86.87)
  • $86.87 P/E (TTM): 24.7X Cap: $111.96B
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• Stryker Corporation (SYK $339.76)
  • $339.76 P/E (TTM): 41.46X Cap: $132.33B
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• DexCom Inc. (DXCM $67.27)
  • $67.27 P/E (TTM): 32.21X Cap: $25.88B
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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 $208.76)
  • $208.76 P/E (TTM): 30.01X Cap: $2.25T
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• Meta Platforms Inc. (META $606.70)
  • $606.70 P/E (TTM): 26.51X Cap: $1.55T
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• Alphabet Inc. (GOOG $305.73)
  • $305.73 P/E (TTM): 28.62X Cap: $3.72T
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• Microsoft Corporation (MSFT $389.02)
  • $389.02 P/E (TTM): 24.98X Cap: $2.90T
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• NVIDIA Corporation (NVDA $178.56)
  • $178.56 P/E (TTM): 37.13X Cap: $4.38T
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• Super Micro Computer Inc. (SMCI $30.79)
  • $30.79 P/E (TTM): 23.17X Cap: $18.17B
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• Vertiv Holdings LLC Class A (VRT $269.17)
  • $269.17 P/E (TTM): 78.71X Cap: $102.98B
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Q: I am interested in getting into the AI sector. What are your suggestions for something reliable and affordable?

Upvote 0

Read Answer Asked by Catty on October 17, 2023

• Hubbell Inc (HUBB $492.65)
  • $492.65 P/E (TTM): 28.47X Cap: $24.84B
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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 $237.14)
  • $237.14 P/E (TTM): 34.84X Cap: $40.43B
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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 $47.01)
  • $47.01 P/E (TTM): 12.51X Cap: $336.08B
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• JPMorgan Chase & Co. (JPM $287.97)
  • $287.97 P/E (TTM): 14.34X Cap: $776.04B
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• Toronto-Dominion Bank (The) (TD $128.64)
  • $128.64 P/E (TTM): 10.52X Cap: $216.13B
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• Bank of Nova Scotia (The) (BNS $94.50)
  • $94.50 P/E (TTM): 23.63X Cap: $118.13B
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• Truist Financial Corporation (TFC $43.88)
  • $43.88 P/E (TTM): 11.67X Cap: $54.41B
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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 $67.27)
  • $67.27 P/E (TTM): 32.21X Cap: $25.88B
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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