Investment Q&A

• NVIDIA Corporation (NVDA $189.31)
  • $189.31 P/E (TTM): 38.5X Cap: $4.60T
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• Constellation Software Inc. (CSU $2,441.42)
  • $2,441.42 P/E (TTM): 69.7X Cap: $48.63B
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• The Trade Desk Inc. (TTD $21.22)
  • $21.22 P/E (TTM): 22.32X Cap: $9.44B
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• Copart Inc. (CPRT $33.25)
  • $33.25 P/E (TTM): 20.6X Cap: $31.55B
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• Old Dominion Freight Line Inc. (ODFL $207.63)
  • $207.63 P/E (TTM): 43.05X Cap: $43.25B
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• Heico Corporation (HEI $293.79)
  • $293.79 P/E (TTM): 57.15X Cap: $40.98B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.26)
  • $60.26 P/E (TTM): 79.44X Cap: $134.80B
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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 $9.76)
  • $9.76 Cap: $378M
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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

• NVIDIA Corporation (NVDA $189.31)
  • $189.31 P/E (TTM): 38.5X Cap: $4.60T
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• Salesforce Inc. (CRM $172.82)
  • $172.82 P/E (TTM): 21.15X Cap: $159.51B
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Q: If you had to choose between CRM and NVDA, which one would it be?

Upvote 0

Read Answer Asked by James on September 12, 2023

• Amkor Technology Inc. (AMKR $60.44)
  • $60.44 P/E (TTM): 38.38X Cap: $12.99B
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Q: What is your opinion of this company now, after the stock sold off on Sept. 6 and 7? Would it be a buy now once it settles.

Upvote 0

Read Answer Asked by Earl on September 12, 2023

• Roper Technologies Inc. (ROP $356.35)
  • $356.35 P/E (TTM): 24.17X Cap: $36.47B
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• Constellation Software Inc. (CSU $2,441.42)
  • $2,441.42 P/E (TTM): 69.7X Cap: $48.63B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.57)
  • $36.57 P/E (TTM): 20.77X Cap: $860M
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• TerraVest Industries Inc. (TVK $128.84)
  • $128.84 Cap: $2.79B
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• Waste Connections Inc. (WCN $223.03)
  • $223.03 P/E (TTM): 39.29X Cap: $56.92B
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• Heico Corporation (HEI $293.79)
  • $293.79 P/E (TTM): 57.15X Cap: $40.98B
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Q: Apar from CSU and related companies, are there other vertical software comp[anies in large addressable markets in sectors such as healthcare, media and industrials that you find arttractive? At what prices would you recommend initiating a position and why do you find them attractive.
Thank you
Sam

Upvote 0

Read Answer Asked by sam on September 12, 2023

• Spotify Technology S.A. (SPOT $504.10)
  • $504.10 Cap: $97.97B
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Q: What do you think of SPOT? I own some and thinking about selling due to their low margins, thoughts? I do love the product and is an extremely sticky product once people are a user.

Upvote 0

Read Answer Asked by Max on September 12, 2023

• RTX Corporation (RTX $201.41)
  • $201.41 P/E (TTM): 40.64X Cap: $271.29B
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Q: Hi 5i would the recent pull back be a good time to fill a 1/2 position in RTX. I was looking to hold this long term and was thinking RTX would be a bit more defensive during an economic weaker period.

Upvote 0

Read Answer Asked by Dean on September 12, 2023

• Alphabet Inc. (GOOG $319.21)
  • $319.21 P/E (TTM): 29.21X Cap: $3.83T
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• Alphabet Inc. (GOOGL $321.31)
  • $321.31 P/E (TTM): 29.35X Cap: $3.83T
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Q: Good morning, I hope you and the office are enjoying the last full week of summer. I would like your 30+ years of insight on this "largest monopoly trial in modern era" with the DOJ and Google. Is this something to be concerned about? Haven't we been here before ?

Thanks

Upvote 0

Read Answer Asked by Kolbi on September 12, 2023

• DraftKings (DEAC)
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• DraftKings Inc. (DKNG $22.51)
  • $22.51 Cap: $11.15B
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Q: whats your take on Draftkings

Upvote 0

Read Answer Asked by lynn on September 11, 2023

• STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. (STWD $17.82)
  • $17.82 P/E (TTM): 15.16X Cap: $6.60B
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Q: Would u recommend (,stwd)?

Upvote 0

Read Answer Asked by Barbars on September 11, 2023

• T-Mobile US Inc. (TMUS $192.43)
  • $192.43 P/E (TTM): 20.13X Cap: $215.64B
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Q: What is your opinion on T-Mobile as a growth stock over the next 3 to 5 years. Thanks.

Upvote 0

Read Answer Asked by Gerry on September 11, 2023

• iShares S&P/TSX SmallCap Index ETF (XCS $35.72)
  • $35.72 P/E (TTM): 15.16X Cap: $246M
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $49.96)
  • $49.96 P/E (TTM): 17.88X Cap: $666M
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Q: Hi- I am wondering if a small cap ETF would be a good choice for a RSP account (e.g. XCS and XSU specifically)? Aiming for low risk in this account.

Thanks

Upvote 0

Read Answer Asked by Jill on September 11, 2023

• Adobe Inc. (ADBE $240.11)
  • $240.11 P/E (TTM): 13.13X Cap: $91.08B
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• Intuit Inc. (INTU $369.44)
  • $369.44 P/E (TTM): 22.83X Cap: $97.05B
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• Oracle Corporation (ORCL $155.62)
  • $155.62 P/E (TTM): 25.96X Cap: $447.57B
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• ServiceNow Inc. (NOW $89.06)
  • $89.06 P/E (TTM): 49.64X Cap: $86B
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Q: Which of these would you suggest for a good balance of growth vs risk?

Upvote 0

Read Answer Asked by Graeme on September 11, 2023

• Dominion Energy Inc. (D $62.97)
  • $62.97 P/E (TTM): 18.62X Cap: $55.34B
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Q: Hold this loser in a RSP account in a drip mode. Long time holder starting to drop below break-even. Time to sell? Thx Ron

Upvote 0

Read Answer Asked by Ronald on September 11, 2023

• NexGen Energy Ltd. (NXE $16.36)
  • $16.36 Cap: $10.81B
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• Cameco Corporation (CCO $160.80)
  • $160.80 P/E (TTM): 178.59X Cap: $70.03B
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• Uranium Energy Corp. (UEC $13.95)
  • $13.95 Cap: $6.83B
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Q: What are your favorite Uranium plays for the next 3-5 yrs as countries relook at Nuclear ? Also, what are your specific thoughts on Centrus LEU ? Thank you.

Upvote 0

Read Answer Asked by Paul on September 11, 2023

• Coca-Cola Company (The) (KO $76.41)
  • $76.41 P/E (TTM): 25.48X Cap: $328.88B
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Q: Do you still feel that Coca-Cola can be owned forever? I bought it in July and have watched it slowly trend down.

Upvote 0

Read Answer Asked by Lesley on September 11, 2023

• QUALCOMM Incorporated (QCOM $131.24)
  • $131.24 P/E (TTM): 25.82X Cap: $140.03B
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Q: Hi 5I
Thoughts on QCOM and its recent negative momentum please.

Upvote 0

Read Answer Asked by mike on September 11, 2023

• Lantheus Holdings Inc. (LNTH $81.67)
  • $81.67 P/E (TTM): 23.77X Cap: $5.30B
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Q: Hi 5i
Your recent answer regarding LNTH piqued my interest. Why does it seem like a hated company currently?

Upvote 0

Read Answer Asked by mike on September 11, 2023

• Symbotic Inc. (SYM $54.61)
  • $54.61 Cap: $32.41B
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Q: With the drop in price today of over 7 percent would you think it is an ok time to purchase some shares?

Upvote 0

Read Answer Asked by Lesley on September 08, 2023

• Microsoft Corporation (MSFT $384.37)
  • $384.37 P/E (TTM): 23.19X Cap: $2.85T
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• SentinelOne Inc. Class A (S $12.79)
  • $12.79 Cap: $4.35B
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• CrowdStrike Holdings Inc. (CRWD $402.24)
  • $402.24 Cap: $102.01B
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Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.

Upvote 0

Read Answer Asked by Michael on September 08, 2023