Investment Q&A

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Nuvei Corporation (NVEI)
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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 $305.92)
  • $305.92 P/E (TTM): 35.69X Cap: $39.60B
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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 $203.35)
  • $203.35 P/E (TTM): 39.75X Cap: $33.42B
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• Progyny Inc. (PGNY $24.21)
  • $24.21 P/E (TTM): 37.89X Cap: $2.08B
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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 $19.87)
  • $19.87 Cap: $10.31B
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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 $165.11)
  • $165.11 P/E (TTM): 42.99X Cap: $57B
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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 $968.36)
  • $968.36 P/E (TTM): 67.5X Cap: $417.34B
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• Microsoft Corporation (MSFT $423.37)
  • $423.37 P/E (TTM): 30.6X Cap: $3.14T
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• Johnson & Johnson (JNJ $230.75)
  • $230.75 P/E (TTM): 21.94X Cap: $555.94B
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• Morgan Stanley (MS $185.10)
  • $185.10 P/E (TTM): 18.73X Cap: $290.52B
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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 $339.46)
  • $339.46 P/E (TTM): 22.36X Cap: $13.45B
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• iShares Core S&P Small-Cap ETF (IJR $128.35)
  • $128.35 P/E (TTM): 17.5X Cap: $94.37B
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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 $293.38)
  • $293.38 P/E (TTM): 17.88X Cap: $120.37B
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• Amazon.com Inc. (AMZN $242.96)
  • $242.96 P/E (TTM): 33.8X Cap: $2.55T
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• Costco Wholesale Corporation (COST $968.36)
  • $968.36 P/E (TTM): 67.5X Cap: $417.34B
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• Meta Platforms Inc. (META $706.41)
  • $706.41 P/E (TTM): 31.73X Cap: $1.78T
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• Alphabet Inc. (GOOG $344.90)
  • $344.90 P/E (TTM): 33.42X Cap: $4.07T
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• Intuitive Surgical Inc. (ISRG $496.73)
  • $496.73 P/E (TTM): 66.61X Cap: $178.74B
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• Microsoft Corporation (MSFT $423.37)
  • $423.37 P/E (TTM): 30.6X Cap: $3.14T
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• QUALCOMM Incorporated (QCOM $152.62)
  • $152.62 P/E (TTM): 30.26X Cap: $163B
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• Constellation Software Inc. (CSU $2,454.25)
  • $2,454.25 P/E (TTM): 57.48X Cap: $53.25B
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• Kinaxis Inc. (KXS $133.66)
  • $133.66 P/E (TTM): 81.67X Cap: $3.75B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $114.34)
  • $114.34 P/E (TTM): 44.91X Cap: $13.19B
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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 $290.77)
  • $290.77 P/E (TTM): 28.01X Cap: $104.23B
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• Nasdaq Inc. (NDAQ $96.81)
  • $96.81 P/E (TTM): 34.48X Cap: $55.32B
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• Visa Inc. (V $333.84)
  • $333.84 P/E (TTM): 31.55X Cap: $619.75B
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• Toronto-Dominion Bank (The) (TD $129.16)
  • $129.16 P/E (TTM): 10.88X Cap: $220.50B
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• Bank of Nova Scotia (The) (BNS $102.80)
  • $102.80 P/E (TTM): 25.01X Cap: $127.63B
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• Bank of Montreal (BMO $189.35)
  • $189.35 P/E (TTM): 15.27X Cap: $134.23B
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• Manulife Financial Corporation (MFC $52.46)
  • $52.46 P/E (TTM): 16.31X Cap: $88.39B
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• Power Corporation of Canada Subordinate Voting Shares (POW $69.18)
  • $69.18 P/E (TTM): 14.49X Cap: $44.07B
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• Timbercreek Financial Corp. (TF $7.06)
  • $7.06 P/E (TTM): 15.89X Cap: $584M
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• Cboe Global Markets Inc. (CBOE $263.92)
  • $263.92 P/E (TTM): 28.5X Cap: $27.73B
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• Tradeweb Markets Inc. (TW $102.83)
  • $102.83 P/E (TTM): 35.3X Cap: $24.37B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.72)
  • $63.72 P/E (TTM): 89.22X Cap: $143.07B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.39)
  • $69.39 P/E (TTM): 30.77X Cap: $111.76B
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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 $755.02)
  • $755.02 P/E (TTM): 17.73X Cap: $79.35B
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• Thermo Fisher Scientific Inc (TMO $581.77)
  • $581.77 P/E (TTM): 33.43X Cap: $217.38B
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• UnitedHealth Group Incorporated (DE) (UNH $285.59)
  • $285.59 P/E (TTM): 14.97X Cap: $259.91B
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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 $114.36)
  • $114.36 P/E (TTM): 48.42X Cap: $101.84B
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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 $138.37)
  • $138.37 P/E (TTM): 53.69X Cap: $178.49B
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• Super Micro Computer Inc. (SMCI $29.71)
  • $29.71 P/E (TTM): 22.92X Cap: $17.37B
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• Coherent Corp. (COHR $222.44)
  • $222.44 P/E (TTM): 298.85X Cap: $41.68B
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• Fabrinet (FN $499.61)
  • $499.61 P/E (TTM): 50.41X Cap: $17.94B
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• Credo Technology Group Holding Ltd (CRDO $119.96)
  • $119.96 P/E (TTM): 108.0X Cap: $21.66B
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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 $23.76)
  • $23.76 P/E (TTM): 13.58X Cap: $5.03B
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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 $626.14)
  • $626.14 P/E (TTM): 30.22X Cap: $414.75B
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• Invesco NASDAQ Next Gen 100 ETF (QQQJ $38.61)
  • $38.61 P/E (TTM): 23.01X Cap: $882M
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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 $139.63)
  • $139.63 P/E (TTM): 7.11X Cap: $40.12B
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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 $199.62)
  • $199.62 P/E (TTM): 37.52X Cap: $20.89B
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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 $1,441.39)
  • $1,441.39 P/E (TTM): 63.63X Cap: $566.87B
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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
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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

• Computer Task Group Incorporated (CTG)
  • P/E (TTM): 307.85X
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Q: Peter and His Wonder Team
I have held this stock for some time and am up. The truth is I have lost touch with this company and not sure if I should take a profit and look else where. Your assessment of CTG future prospects please! Your opinions are always helpful ...thanks!

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Read Answer Asked by Ernest on June 19, 2023

• Amazon.com Inc. (AMZN $242.96)
  • $242.96 P/E (TTM): 33.8X Cap: $2.55T
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• Alphabet Inc. (GOOG $344.90)
  • $344.90 P/E (TTM): 33.42X Cap: $4.07T
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• Alphabet Inc. (GOOGL $343.69)
  • $343.69 P/E (TTM): 33.37X Cap: $4.14T
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• Microsoft Corporation (MSFT $423.37)
  • $423.37 P/E (TTM): 30.6X Cap: $3.14T
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• Arista Networks Inc. (ANET $138.37)
  • $138.37 P/E (TTM): 53.69X Cap: $178.49B
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• Coherent Corp. (COHR $222.44)
  • $222.44 P/E (TTM): 298.85X Cap: $41.68B
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• Fabrinet (FN $499.61)
  • $499.61 P/E (TTM): 50.41X Cap: $17.94B
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• Credo Technology Group Holding Ltd (CRDO $119.96)
  • $119.96 P/E (TTM): 108.0X Cap: $21.66B
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Q: Would you consider these as early winners as AI "picks and shovels", quite apart from SMCI which has had a huge run-up?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?

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Read Answer Asked by sam on June 16, 2023