Investment Q&A

• Illumina Inc. (ILMN $126.57)
  • $126.57 P/E (TTM): 22.48X Cap: $19.35B
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• Pacific Biosciences of California Inc. (PACB $1.38)
  • $1.38 Cap: $401M
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• Exact Sciences Corporation (EXAS $104.97)
  • $104.97 Cap: $19.83B
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Q: I haven't seen any questions on this company for a while. Please provide your assessment of its prospects. Is it a buy at current rates? Please provide two or three other prospects in this space.

Thanks,
Fred

Upvote 1

Read Answer Asked by Fred on September 15, 2023

• SoFi Technologies Inc. (SOFI $16.99)
  • $16.99 P/E (TTM): 45.21X Cap: $21.78B
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Q: I was told that the gov't moratorium on student loans restricted sofi's growth for the past few years. Can you see what % of business is tied to student loans? I was also told that the Supreme Court ruled against government on the moratorium and that interest charges would be payable from Sept. 1. How big of a catalyst do you see this being for sofi?
Thank a lot.

Upvote 0

Read Answer Asked by TOM on September 15, 2023

• Berkshire Hathaway Inc. (BRK.B $480.72)
  • $480.72 P/E (TTM): 15.63X Cap: $1.03T
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Q: How big of a position would you take in BRK in a portfolio?

Thx

Upvote 0

Read Answer Asked by blake on September 14, 2023

• Marriott International (MAR $321.98)
  • $321.98 P/E (TTM): 33.95X Cap: $86.09B
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• Booking Holdings Inc. (BKNG $4,292.51)
  • $4,292.51 P/E (TTM): 26.37X Cap: $136.01B
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• Delta Air Lines Inc. (DAL $63.27)
  • $63.27 P/E (TTM): 8.34X Cap: $42.46B
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• Southwest Airlines Company (LUV $40.23)
  • $40.23 P/E (TTM): 48.42X Cap: $20.07B
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• Hilton Worldwide Holdings Inc. (HLT $294.61)
  • $294.61 P/E (TTM): 48.13X Cap: $69.08B
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Q: Looking for an investment other than BKNG to take advantage of the resurgence in travel. I don’t like airline stocks. I know in the past you were favourable on WYNN. Would you recommend that or something else?

Upvote 0

Read Answer Asked by Bryan on September 14, 2023

• RTX Corporation (RTX $199.68)
  • $199.68 P/E (TTM): 41.24X Cap: $270.17B
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Q: What is your opinion of Raytheon? With its engine recall the stock is sinking.

Upvote 0

Read Answer Asked by V on September 14, 2023

• Dell Technologies Inc. Class C (DELL $164.31)
  • $164.31 P/E (TTM): 19.48X Cap: $101.22B
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Q: Hi - do you have any comments on DELL's prospects from the perspective of making an investment.

Upvote 1

Read Answer Asked by Doug on September 14, 2023

• Visa Inc. (V $299.73)
  • $299.73 P/E (TTM): 28.08X Cap: $574.24B
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Q: Can you comment on Visa’s announcement about removing restrictions on its class B shares? I really have no idea what this means and how it impacts the class A shares owned by the public. Thanks.

Upvote 0

Read Answer Asked by Dan on September 14, 2023

• Blue Owl Capital Corporation (OBDC $11.37)
  • $11.37 P/E (TTM): 9.19X Cap: $5.71B
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Q: I dip my toe on this sort of fairly diversified financial,my reasons is the divi,9+,the payout ratio at 60% fairly big at 5g.,they did increase the DIV since 2019,and this is my only doubt 4 years history ? Bought some on my TSFA strictly as income, i'm 80.
Your opinion ?

Thanks again

Dan

Upvote 0

Read Answer Asked by DANIEL on September 14, 2023

• Cadence Design Systems Inc. (CDNS $285.13)
  • $285.13 P/E (TTM): 71.34X Cap: $78.35B
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• Marvell Technology Inc. (MRVL $89.55)
  • $89.55 P/E (TTM): 30.74X Cap: $78.27B
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• Axcelis Technologies Inc. (ACLS $85.20)
  • $85.20 P/E (TTM): 22.56X Cap: $2.55B
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• Super Micro Computer Inc. (SMCI $22.18)
  • $22.18 P/E (TTM): 22.32X Cap: $18.44B
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• ASML Holding N.V. (ASML $1,309.76)
  • $1,309.76 P/E (TTM): 61.02X Cap: $526.63B
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• InMode Ltd. (INMD $13.68)
  • $13.68 Cap: $873M
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• Palantir Technologies Inc. (PLTR $151.68)
  • $151.68 P/E (TTM): 242.49X Cap: $372.17B
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• Snowflake Inc. (SNOW $172.36)
  • $172.36 Cap: $60.02B
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Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.

Upvote 0

Read Answer Asked by Catherine on September 14, 2023

• Tesla Inc. (TSLA $373.04)
  • $373.04 P/E (TTM): 363.69X Cap: $1.42T
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• Telsa Yield Shares Purpose ETF (YTSL)
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Q: Tesla (TSLA) Yield Shares Purpose ETF. With some 'risk' funds I've made an investment in this stock. With a 15% yield it's likely "too good to be true". Can you give me some pros & cons about this ETF.

Upvote 1

Read Answer Asked by Graham on September 14, 2023

• Eli Lilly and Company (LLY $918.72)
  • $918.72 P/E (TTM): 40.0X Cap: $866.87B
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Q: Considering the dramatic rise in LLY's SP this year, is there more room to run. Thinking of switching ABBV for LLY. Thoughts?

Carl

Upvote 0

Read Answer Asked by Carl on September 14, 2023

• Automatic Data Processing Inc. (ADP $211.37)
  • $211.37 P/E (TTM): 20.03X Cap: $84.82B
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• Home Depot Inc. (The) (HD $323.78)
  • $323.78 P/E (TTM): 22.57X Cap: $326.89B
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• Lowe's Companies Inc. (LOW $225.92)
  • $225.92 P/E (TTM): 19.13X Cap: $128.85B
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• PepsiCo Inc. (PEP $152.41)
  • $152.41 P/E (TTM): 25.59X Cap: $208.74B
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• Philip Morris International Inc (PM $162.62)
  • $162.62 P/E (TTM): 22.88X Cap: $254.31B
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Q: Could you suggest some US dividend stocks that you think are a buy right now and that may do well over the next year. Thanks

Upvote 0

Read Answer Asked by Pat on September 13, 2023

• Booking Holdings Inc. (BKNG $4,292.51)
  • $4,292.51 P/E (TTM): 26.37X Cap: $136.01B
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Q: Hello, what would be a good entry point for BKNG ?

Upvote 0

Read Answer Asked by Robbie on September 13, 2023

• Alphabet Inc. (GOOG $300.66)
  • $300.66 P/E (TTM): 28.33X Cap: $3.71T
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• NVIDIA Corporation (NVDA $175.36)
  • $175.36 P/E (TTM): 36.82X Cap: $4.33T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,292.51)
  • $4,292.51 P/E (TTM): 26.37X Cap: $136.01B
  • View BKNG Profile
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• Constellation Software Inc. (CSU $2,543.34)
  • $2,543.34 P/E (TTM): 77.98X Cap: $53.38B
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• BRP Inc. Subordinate Voting Shares (DOO $84.19)
  • $84.19 Cap: $6.24B
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• Ulta Beauty Inc. (ULTA $529.50)
  • $529.50 P/E (TTM): 19.99X Cap: $23.69B
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• Five Below Inc. (FIVE $231.24)
  • $231.24 P/E (TTM): 38.08X Cap: $12.97B
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• Topicus.com Inc. (TOI $98.87)
  • $98.87 P/E (TTM): 306.74X Cap: $12.53B
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Q: Do you see any pound the table buys out there? I am holding bn, ge and cpng as they appear to have a nice risk - reward ratio. What I am looking for are stocks that have potential and present attractive entry points. I was considering Nxst for example.

Thanks as always.

Jason

Upvote 0

Read Answer Asked by Jason on September 13, 2023

• Amphenol Corporation (APH $127.74)
  • $127.74 P/E (TTM): 38.27X Cap: $160.59B
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Q: Any recent thoughts on Amphenol?

Upvote 0

Read Answer Asked by Gregory on September 13, 2023

• Alphabet Inc. (GOOG $300.66)
  • $300.66 P/E (TTM): 28.33X Cap: $3.71T
  • View GOOG Profile
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• NVIDIA Corporation (NVDA $175.36)
  • $175.36 P/E (TTM): 36.82X Cap: $4.33T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $4,292.51)
  • $4,292.51 P/E (TTM): 26.37X Cap: $136.01B
  • View BKNG Profile
  • View Questions on BKNG
• Eli Lilly and Company (LLY $918.72)
  • $918.72 P/E (TTM): 40.0X Cap: $866.87B
  • View LLY Profile
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• Berkshire Hathaway Inc. (BRK.B $480.72)
  • $480.72 P/E (TTM): 15.63X Cap: $1.03T
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Q: Top 5 us stocks you would but? Thanks rose

Upvote 0

Read Answer Asked by Rose on September 13, 2023

• Global Net Lease Inc. (GNL $9.43)
  • $9.43 Cap: $2.01B
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• W. P. Carey Inc. REIT (WPC $68.42)
  • $68.42 P/E (TTM): 33.17X Cap: $15.20B
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Q: Can you please update your evaluation of GNL? Do they have the will and the cash flow to fund their dividend in future? Alternatively, are there similar firms that might provide more fully funded income streams?

Upvote 0

Read Answer Asked by David on September 13, 2023

• Home Depot Inc. (The) (HD $323.78)
  • $323.78 P/E (TTM): 22.57X Cap: $326.89B
  • View HD Profile
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• Lowe's Companies Inc. (LOW $225.92)
  • $225.92 P/E (TTM): 19.13X Cap: $128.85B
  • View LOW Profile
  • View Questions on LOW
• PepsiCo Inc. (PEP $152.41)
  • $152.41 P/E (TTM): 25.59X Cap: $208.74B
  • View PEP Profile
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• Philip Morris International Inc (PM $162.62)
  • $162.62 P/E (TTM): 22.88X Cap: $254.31B
  • View PM Profile
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• Verizon Communications Inc. (VZ $50.28)
  • $50.28 P/E (TTM): 12.21X Cap: $208.69B
  • View VZ Profile
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• British American Tobacco p.l.c. (BTI $57.37)
  • $57.37 P/E (TTM): 32.22X Cap: $126.82B
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Q: Good morning,

I know there are risks with owning Verizon right now, but with another recent dividend increase (now 17 consecutive years of increases), forward PE ~ 7.0, and a dividend yield approaching ~ 8%, do you think there is merit in buying for an income investor?

Upvote 0

Read Answer Asked by Trevor on September 13, 2023

• NVIDIA Corporation (NVDA $175.36)
  • $175.36 P/E (TTM): 36.82X Cap: $4.33T
  • View NVDA Profile
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• Constellation Software Inc. (CSU $2,543.34)
  • $2,543.34 P/E (TTM): 77.98X Cap: $53.38B
  • View CSU Profile
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  • View Reports on CSU
• The Trade Desk Inc. (TTD $24.39)
  • $24.39 P/E (TTM): 26.17X Cap: $11.19B
  • View TTD Profile
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• Copart Inc. (CPRT $32.95)
  • $32.95 P/E (TTM): 20.75X Cap: $31.32B
  • View CPRT Profile
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• Old Dominion Freight Line Inc. (ODFL $182.31)
  • $182.31 P/E (TTM): 37.72X Cap: $38.05B
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• Heico Corporation (HEI $273.02)
  • $273.02 P/E (TTM): 56.98X Cap: $38.66B
  • View HEI Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.94)
  • $52.94 P/E (TTM): 79.24X Cap: $120.20B
  • View BN Profile
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Q: Hi,

Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?

Thank you,

Upvote 1

Read Answer Asked by Doris on September 13, 2023

• Perion Network Ltd (PERI $9.49)
  • $9.49 Cap: $353M
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Q: Why it is dropping this much today?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on September 12, 2023