Investment Q&A

• Intuit Inc. (INTU $389.51)
  • $389.51 P/E (TTM): 27.15X Cap: $113.45B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.80)
  • $99.80 P/E (TTM): 13.72X Cap: $21.69B
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• Palo Alto Networks Inc. (PANW $173.78)
  • $173.78 P/E (TTM): 89.48X Cap: $138.61B
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• The Trade Desk Inc. (TTD $20.25)
  • $20.25 P/E (TTM): 24.68X Cap: $9.85B
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• Okta Inc. (OKTA $76.04)
  • $76.04 P/E (TTM): 62.94X Cap: $14.03B
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• HubSpot Inc. (HUBS $217.98)
  • $217.98 P/E (TTM): 302.64X Cap: $12B
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• CrowdStrike Holdings Inc. (CRWD $426.51)
  • $426.51 Cap: $107.33B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $92.83)
  • $92.83 P/E (TTM): 303.17X Cap: $12.19B
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• Lumine Group Inc. (LMN $22.01)
  • $22.01 P/E (TTM): 89.73X Cap: $5.85B
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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

Upvote 0

Read Answer Asked by Peter on October 20, 2023

• XPEL Inc. (XPEL $44.73)
  • $44.73 P/E (TTM): 23.87X Cap: $1.22B
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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 $97.21)
  • $97.21 P/E (TTM): 78.98X Cap: $108.46B
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• Chipotle Mexican Grill Inc. (CMG $33.79)
  • $33.79 P/E (TTM): 29.39X Cap: $43.05B
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• McDonald's Corporation (MCD $307.01)
  • $307.01 P/E (TTM): 25.92X Cap: $216.56B
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• Restaurant Brands International Inc. (QSR $107.37)
  • $107.37 P/E (TTM): 33.0X Cap: $48.52B
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• MTY Food Group Inc. (MTY $40.73)
  • $40.73 P/E (TTM): 7.61X Cap: $921M
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• Domino's Pizza Inc (DPZ $376.24)
  • $376.24 P/E (TTM): 21.61X Cap: $12.38B
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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 $64.65)
  • $64.65 P/E (TTM): 115.18X Cap: $22.59B
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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 $85.52)
  • $85.52 P/E (TTM): 85.71X Cap: $37.05B
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Q: Is a dividend cut a significant risk for this Cie (although it is considered an "aristocrat" US div.
Cie) ?

Upvote 0

Read Answer Asked by Jean-Yves on October 18, 2023

• Fortinet Inc. (FTNT $83.51)
  • $83.51 P/E (TTM): 33.86X Cap: $61.94B
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• Palo Alto Networks Inc. (PANW $173.78)
  • $173.78 P/E (TTM): 89.48X Cap: $138.61B
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• Qualys Inc. (QLYS $87.36)
  • $87.36 P/E (TTM): 16.6X Cap: $3.14B
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• CrowdStrike Holdings Inc. (CRWD $426.51)
  • $426.51 Cap: $107.33B
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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?

Upvote 0

Read Answer Asked by Chris on October 18, 2023

• NVIDIA Corporation (NVDA $182.05)
  • $182.05 P/E (TTM): 36.25X Cap: $4.32T
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Q: How is todays news going to effect nvda stock going forward.

Upvote 0

Read Answer Asked by don on October 18, 2023

• NVIDIA Corporation (NVDA $182.05)
  • $182.05 P/E (TTM): 36.25X Cap: $4.32T
  • View NVDA Profile
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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 $211.59)
  • $211.59 P/E (TTM): 87.58X Cap: $365.01B
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• Eli Lilly and Company (LLY $953.30)
  • $953.30 P/E (TTM): 40.39X Cap: $879.71B
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• Procter & Gamble Company (The) (PG $144.90)
  • $144.90 P/E (TTM): 21.15X Cap: $328.38B
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• UnitedHealth Group Incorporated (DE) (UNH $305.98)
  • $305.98 P/E (TTM): 21.27X Cap: $279.31B
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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 $59.77)
  • $59.77 P/E (TTM): 39.11X Cap: $62.41B
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• Imperial Oil Limited (IMO $179.91)
  • $179.91 P/E (TTM): 27.95X Cap: $89.16B
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• Canadian Natural Resources Limited (CNQ $64.12)
  • $64.12 P/E (TTM): 13.0X Cap: $142.32B
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• Tourmaline Oil Corp. (TOU $62.01)
  • $62.01 P/E (TTM): 88.71X Cap: $24.93B
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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 $99.39)
  • $99.39 P/E (TTM): 39.12X Cap: $417.23B
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• The Walt Disney Company (DIS $99.18)
  • $99.18 P/E (TTM): 14.18X Cap: $169.67B
  • View DIS Profile
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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 $462.28)
  • $462.28 P/E (TTM): 57.51X Cap: $160.85B
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• Eli Lilly and Company (LLY $953.30)
  • $953.30 P/E (TTM): 40.39X Cap: $879.71B
  • View LLY Profile
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• Medtronic plc. (MDT $88.65)
  • $88.65 P/E (TTM): 24.1X Cap: $110.95B
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• Stryker Corporation (SYK $340.01)
  • $340.01 P/E (TTM): 39.47X Cap: $127.17B
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• DexCom Inc. (DXCM $65.80)
  • $65.80 P/E (TTM): 30.24X Cap: $24.28B
  • View DXCM Profile
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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 $221.25)
  • $221.25 P/E (TTM): 29.68X Cap: $2.29T
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• Meta Platforms Inc. (META $612.42)
  • $612.42 P/E (TTM): 24.39X Cap: $1.45T
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• Alphabet Inc. (GOOG $314.74)
  • $314.74 P/E (TTM): 27.54X Cap: $3.69T
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• Microsoft Corporation (MSFT $374.33)
  • $374.33 P/E (TTM): 23.32X Cap: $2.76T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $182.05)
  • $182.05 P/E (TTM): 36.25X Cap: $4.32T
  • View NVDA Profile
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• Super Micro Computer Inc. (SMCI $23.37)
  • $23.37 P/E (TTM): 16.21X Cap: $13.57B
  • View SMCI Profile
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• Vertiv Holdings LLC Class A (VRT $281.03)
  • $281.03 P/E (TTM): 75.87X Cap: $100.35B
  • View VRT Profile
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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 $527.21)
  • $527.21 P/E (TTM): 30.16X Cap: $26.20B
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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 $269.66)
  • $269.66 P/E (TTM): 37.19X Cap: $43.57B
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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 $51.88)
  • $51.88 P/E (TTM): 13.24X Cap: $359.28B
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• JPMorgan Chase & Co. (JPM $307.97)
  • $307.97 P/E (TTM): 14.77X Cap: $797.69B
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• Toronto-Dominion Bank (The) (TD $137.25)
  • $137.25 P/E (TTM): 10.68X Cap: $225.05B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $98.62)
  • $98.62 P/E (TTM): 19.02X Cap: $119.76B
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• Truist Financial Corporation (TFC $49.29)
  • $49.29 P/E (TTM): 12.47X Cap: $59.35B
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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 $65.80)
  • $65.80 P/E (TTM): 30.24X Cap: $24.28B
  • View DXCM Profile
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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

• Perion Network Ltd (PERI $9.79)
  • $9.79 Cap: $388M
  • View PERI Profile
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Q: I am now down over 20 percent and hold in a non registered account so wondering if I should take the loss and then buy back in later when hopefully things might settle down in Israel. Thanks for any insight you can provide

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Read Answer Asked by Lesley on October 16, 2023