Investment Q&A

• Alphabet Inc. (GOOG $308.61)
  • $308.61 P/E (TTM): 29.99X Cap: $3.70T
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• Alphabet Inc. (GOOGL $307.16)
  • $307.16 P/E (TTM): 29.86X Cap: $3.70T
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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 $154.94)
  • $154.94 P/E (TTM): 23.97X Cap: $40.61B
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• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $48.04)
  • $48.04 P/E (TTM): 14.91X Cap: $3.05B
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• iShares U.S. Healthcare ETF (IYH $64.98)
  • $64.98 P/E (TTM): 23.83X Cap: $3.72B
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• State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD $43.66)
  • $43.66 P/E (TTM): 16.33X Cap: $7.32B
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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 $291.87)
  • $291.87 P/E (TTM): 34.24X Cap: $37.71B
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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 $221.86)
  • $221.86 P/E (TTM): 43.25X Cap: $36.46B
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• Progyny Inc. (PGNY $26.63)
  • $26.63 P/E (TTM): 42.27X Cap: $2.29B
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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

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Read Answer Asked by Adam on June 21, 2023

• Baxter International Inc. (BAX $18.96)
  • $18.96 Cap: $9.74B
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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 $149.99)
  • $149.99 P/E (TTM): 38.32X Cap: $51.52B
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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 $855.62)
  • $855.62 P/E (TTM): 61.56X Cap: $379.78B
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• Microsoft Corporation (MSFT $485.92)
  • $485.92 P/E (TTM): 34.56X Cap: $3.61T
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• Johnson & Johnson (JNJ $206.37)
  • $206.37 P/E (TTM): 19.92X Cap: $497.20B
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• Morgan Stanley (MS $176.98)
  • $176.98 P/E (TTM): 18.13X Cap: $281.27B
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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 $329.61)
  • $329.61 P/E (TTM): 22.72X Cap: $13.34B
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• iShares Core S&P Small-Cap ETF (IJR $122.38)
  • $122.38 P/E (TTM): 17.9X Cap: $89.30B
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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 $355.86)
  • $355.86 P/E (TTM): 21.29X Cap: $148.96B
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• Amazon.com Inc. (AMZN $227.35)
  • $227.35 P/E (TTM): 32.03X Cap: $2.43T
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• Costco Wholesale Corporation (COST $855.62)
  • $855.62 P/E (TTM): 61.56X Cap: $379.78B
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• Meta Platforms Inc. (META $658.77)
  • $658.77 P/E (TTM): 29.17X Cap: $1.66T
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• Alphabet Inc. (GOOG $308.61)
  • $308.61 P/E (TTM): 29.99X Cap: $3.70T
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• Intuitive Surgical Inc. (ISRG $572.47)
  • $572.47 P/E (TTM): 74.23X Cap: $202.93B
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• Microsoft Corporation (MSFT $485.92)
  • $485.92 P/E (TTM): 34.56X Cap: $3.61T
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• QUALCOMM Incorporated (QCOM $175.25)
  • $175.25 P/E (TTM): 34.98X Cap: $187.69B
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• Constellation Software Inc. (CSU $3,375.08)
  • $3,375.08 P/E (TTM): 76.79X Cap: $71.52B
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• Kinaxis Inc. (KXS $176.95)
  • $176.95 P/E (TTM): 106.13X Cap: $4.96B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $117.38)
  • $117.38 P/E (TTM): 48.1X Cap: $13.53B
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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 $269.09)
  • $269.09 P/E (TTM): 25.78X Cap: $97.03B
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• Nasdaq Inc. (NDAQ $95.36)
  • $95.36 P/E (TTM): 33.7X Cap: $54.45B
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• Visa Inc. (V $349.25)
  • $349.25 P/E (TTM): 33.92X Cap: $672.55B
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• Toronto-Dominion Bank (The) (TD $127.99)
  • $127.99 P/E (TTM): 10.94X Cap: $218.50B
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• Bank of Nova Scotia (The) (BNS $100.12)
  • $100.12 P/E (TTM): 24.6X Cap: $124.30B
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• Bank of Montreal (BMO $178.98)
  • $178.98 P/E (TTM): 14.74X Cap: $126.87B
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• Manulife Financial Corporation (MFC $49.92)
  • $49.92 P/E (TTM): 15.68X Cap: $84.11B
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• Power Corporation of Canada Subordinate Voting Shares (POW $72.42)
  • $72.42 P/E (TTM): 15.28X Cap: $46.13B
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• Timbercreek Financial Corp. (TF $6.89)
  • $6.89 P/E (TTM): 15.66X Cap: $570M
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• Cboe Global Markets Inc. (CBOE $247.27)
  • $247.27 P/E (TTM): 26.74X Cap: $25.87B
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• Tradeweb Markets Inc. (TW $104.52)
  • $104.52 P/E (TTM): 35.43X Cap: $24.71B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 90.68X Cap: $140.26B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.02)
  • $72.02 P/E (TTM): 32.47X Cap: $116B
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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 $767.96)
  • $767.96 P/E (TTM): 18.36X Cap: $80.71B
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• Thermo Fisher Scientific Inc (TMO $567.83)
  • $567.83 P/E (TTM): 32.49X Cap: $213.33B
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• UnitedHealth Group Incorporated (DE) (UNH $327.42)
  • $327.42 P/E (TTM): 17.12X Cap: $296.58B
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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 $130.61)
  • $130.61 P/E (TTM): 55.34X Cap: $116.41B
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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 $131.12)
  • $131.12 P/E (TTM): 47.26X Cap: $165.11B
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• Super Micro Computer Inc. (SMCI $31.11)
  • $31.11 P/E (TTM): 23.13X Cap: $18.57B
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• Coherent Corp. (COHR $185.83)
  • $185.83 P/E (TTM): 247.48X Cap: $34.82B
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• Fabrinet (FN $475.47)
  • $475.47 P/E (TTM): 46.6X Cap: $15.28B
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• Credo Technology Group Holding Ltd (CRDO $150.13)
  • $150.13 P/E (TTM): 129.42X Cap: $27.11B
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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 $23.57)
  • $23.57 P/E (TTM): 13.96X Cap: $5.16B
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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 $617.05)
  • $617.05 P/E (TTM): 36.83X Cap: $405.43B
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• Invesco NASDAQ Next Gen 100 ETF (QQQJ $37.43)
  • $37.43 P/E (TTM): 27.59X Cap: $754M
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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

• Strategy Inc (MSTR $164.82)
  • $164.82 P/E (TTM): 15.08X Cap: $47.36B
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Q: Good day everyone
Your thoughts on MicroStrategy Inc
Thanks.

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Read Answer Asked by George on June 19, 2023

• iShares U.S. Technology ETF (IYW $199.75)
  • $199.75 P/E (TTM): 38.14X Cap: $21.13B
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Q: IYW is near its all time high of $116. Over the next 3 months what are the chances of the price moving higher than current $109.05?

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Read Answer Asked by Ron on June 19, 2023

• ASML Holding N.V. (ASML $1,056.02)
  • $1,056.02 P/E (TTM): 46.81X Cap: $415.31B
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Q: Hi,
I have learned about the amazing company that is responsible for the world's computer chips.
It is traded on the NASDAQ I believe.
Do you think all of the gain is priced-in, or is a position warranted?

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Read Answer Asked by D on June 19, 2023

• Atrion Corporation (ATRI)
  • P/E (TTM): 64.5X Cap: $809M
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Q: Kindly share the outlook for this name - buyable or not?

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Read Answer Asked by Jeff on June 19, 2023