Investment Q&A

• Alphabet Inc. (GOOG $251.76)
  • $251.76 P/E (TTM): 25.73X Cap: $2.91T
  • View GOOG Profile
  • View Questions on GOOG
• Intuit Inc. (INTU $651.33)
  • $651.33 P/E (TTM): 47.26X Cap: $180.11B
  • View INTU Profile
  • View Questions on INTU
• NVIDIA Corporation (NVDA $177.75)
  • $177.75 P/E (TTM): 57.36X Cap: $4.31T
  • View NVDA Profile
  • View Questions on NVDA

Q: Tough question for sure, but disregarding other personal factors (eg, diversification etc), if you could buy 3 Cdn stocks and 3 US stocks given YOUR assessment of the investment/economic landscape, what would they be? Let's say the only parameter is performance over the next 12 months.

Upvote 0

Read Answer Asked by Doug on December 22, 2022

• Vicor Corporation (VICR $51.89)
  • $51.89 P/E (TTM): 34.63X Cap: $2.25B
  • View VICR Profile
  • View Questions on VICR

Q: Good Morning, Wondering if you can please give me your current opinion on Vicor. They do a lot of work for NVIDIA, and I'm thinking they might be a good January bounce candidate.

Thankyou,

Brad

Upvote 0

Read Answer Asked by Bradley on December 22, 2022

• Riot Platforms Inc. (RIOT $16.68)
  • $16.68 Cap: $5.87B
  • View RIOT Profile
  • View Questions on RIOT
• Core Scientific Inc. (CORZ $16.32)
  • $16.32 Cap: $4.84B
  • View CORZ Profile
  • View Questions on CORZ

Q: Hello,

Given the Core Scientific bankruptcy filing, can you comment on Riot's financials to weather the crypto winter.

Thank you!

Upvote 0

Read Answer Asked by Irek on December 21, 2022

• CrowdStrike Holdings Inc. (CRWD $444.77)
  • $444.77 Cap: $109.44B
  • View CRWD Profile
  • View Questions on CRWD

Q: Is it a good time to start buying crwd?

Upvote 0

Read Answer Asked by Mike on December 21, 2022

• Devon Energy Corporation (DVN $33.77)
  • $33.77 P/E (TTM): 7.8X Cap: $21.91B
  • View DVN Profile
  • View Questions on DVN
• Advantage Energy Ltd. (AAV $11.20)
  • $11.20 Cap: $1.91B
  • View AAV Profile
  • View Questions on AAV

Q: What is going on with AAV and DVN recently. Both are dropping at a greater rate than other gas & oil stocks. Would you hold or sell? Would there be 2 or 3 others that might be more solid alternates?

Upvote 0

Read Answer Asked by Catherine on December 21, 2022

• UWM Holdings Corporation Class A (UWMC $6.75)
  • $6.75 Cap: $10.95B
  • View UWMC Profile
  • View Questions on UWMC

Q: Could you please give your updated opinion and future prospects for this company. Is it a sell or continue to hold. Dividend is attractive. Is it sustainable? Is it worth buying back in 30 days if sold for tax loss harvesting.
Thanks

Upvote 0

Read Answer Asked by satish on December 21, 2022

• Meta Platforms Inc. (META $764.70)
  • $764.70 P/E (TTM): 27.42X Cap: $1.89T
  • View META Profile
  • View Questions on META
• NVIDIA Corporation (NVDA $177.75)
  • $177.75 P/E (TTM): 57.36X Cap: $4.31T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi team, I just sold this position for tax loss purposes ( -45%). Still like the future of this company but still debating on repurchase it later or meta. What would be your choice for 2/4 years and why? Thank you and happy holidays to all of your staff!

Upvote 0

Read Answer Asked by Jacques on December 21, 2022

• Baylin Technologies Inc. (BYL $0.30)
  • $0.30 Cap: $43M
  • View BYL Profile
  • View Questions on BYL
• Invitae Corporation (NVTA)
  • Cap: $5M
  • View NVTA Profile
  • View Questions on NVTA
• Kratos Defense & Security Solutions Inc. (KTOS $70.74)
  • $70.74 P/E (TTM): 532.31X Cap: $11.68B
  • View KTOS Profile
  • View Questions on KTOS
• Unity Software Inc. (U $46.53)
  • $46.53 Cap: $18.39B
  • View U Profile
  • View Questions on U
• Coinbase Global Inc (COIN $327.02)
  • $327.02 P/E (TTM): 31.24X Cap: $83B
  • View COIN Profile
  • View Questions on COIN

Q: Hello,
Looking at doing some tax loss selling. Could you please rank the following: AT, BYL, KTOS, COIN, NVTA, NIU and U.
Thank you

Upvote 0

Read Answer Asked by Susan on December 20, 2022

• CSX Corporation (CSX $32.50)
  • $32.50 P/E (TTM): 20.04X Cap: $60.58B
  • View CSX Profile
  • View Questions on CSX

Q: Would you recommend CSX on a 2 year horizon. Or some of it`s competitors like CN or CP. Or not consider the space at all.

Upvote 0

Read Answer Asked by Howie on December 20, 2022

• Invesco S&P 500 Equal Weight ETF (RSP $188.63)
  • $188.63 P/E (TTM): 64.62X Cap: $74.79B
  • View RSP Profile
  • View Questions on RSP

Q: I understand that you recommend VOO for S&P 500 coverage. I understand that this etfs weighting of companies is based on capital value. Which equivalent-weight etf would you recommend in its place?

Upvote 0

Read Answer Asked by richard on December 20, 2022

• Apple Inc. (AAPL $236.70)
  • $236.70 P/E (TTM): 35.52X Cap: $3.47T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $231.43)
  • $231.43 P/E (TTM): 34.78X Cap: $2.46T
  • View AMZN Profile
  • View Questions on AMZN
• Microsoft Corporation (MSFT $515.36)
  • $515.36 P/E (TTM): 37.38X Cap: $3.83T
  • View MSFT Profile
  • View Questions on MSFT
• Walgreens Boots Alliance Inc. (WBA)
  • View WBA Profile
  • View Questions on WBA
• BlackRock Inc. (BLK $1,115.11)
  • $1,115.11 P/E (TTM): 27.16X Cap: $173.96B
  • View BLK Profile
  • View Questions on BLK
• JPMorgan Chase & Co. (JPM $308.90)
  • $308.90 P/E (TTM): 15.74X Cap: $843.92B
  • View JPM Profile
  • View Questions on JPM
• Verizon Communications Inc. (VZ $43.87)
  • $43.87 P/E (TTM): 10.25X Cap: $184.97B
  • View VZ Profile
  • View Questions on VZ
• Blackstone Inc. (BX $183.80)
  • $183.80 P/E (TTM): 48.88X Cap: $133.67B
  • View BX Profile
  • View Questions on BX

Q: I hold the above within a RRIF. In total they are now worth $49K cost was $64K, current income approx $2K.

What do you think about selling them all and reinvesting in AAPL, MSFT, BRK and AMZN. Any alternatives you can suggest. I don't mind forgoing the income.

Upvote 0

Read Answer Asked by Nigel on December 20, 2022

• Blackstone Inc. (BX $183.80)
  • $183.80 P/E (TTM): 48.88X Cap: $133.67B
  • View BX Profile
  • View Questions on BX

Q: Is BX partnership or a corporation?
thanks jerry

Upvote 0

Read Answer Asked by jery on December 20, 2022

• Lockheed Martin Corporation (LMT $473.25)
  • $473.25 P/E (TTM): 26.46X Cap: $110.48B
  • View LMT Profile
  • View Questions on LMT
• L3Harris Technologies Inc. (LHX $281.89)
  • $281.89 P/E (TTM): 31.2X Cap: $52.74B
  • View LHX Profile
  • View Questions on LHX

Q: With LHX near its YTD lows and lagging the defense sector group, what do you think of its prospects considering the AJRD acquisition just announced? Thanks.

Upvote 1

Read Answer Asked by Michael on December 20, 2022

• NextEra Energy Inc. (NEE $71.50)
  • $71.50 P/E (TTM): 25.05X Cap: $147.52B
  • View NEE Profile
  • View Questions on NEE
• Quanta Services Inc. (PWR $385.68)
  • $385.68 P/E (TTM): 59.22X Cap: $56.99B
  • View PWR Profile
  • View Questions on PWR
• Xcel Energy Inc. (XEL $73.05)
  • $73.05 P/E (TTM): 20.32X Cap: $43.38B
  • View XEL Profile
  • View Questions on XEL
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.49)
  • $47.49 Cap: $17.59B
  • View BEPC Profile
  • View Questions on BEPC

Q: Im inerested in investing in the modernnization of electrical infrastructure in Canada and the United States. Please. suggest a number of excellent companies that you believe will be leaders in this modernization process.

Upvote 0

Read Answer Asked by Les on December 19, 2022

• Amazon.com Inc. (AMZN $231.43)
  • $231.43 P/E (TTM): 34.78X Cap: $2.46T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $960.10)
  • $960.10 P/E (TTM): 56.54X Cap: $425.78B
  • View COST Profile
  • View Questions on COST
• Alphabet Inc. (GOOG $251.76)
  • $251.76 P/E (TTM): 25.73X Cap: $2.91T
  • View GOOG Profile
  • View Questions on GOOG
• AbbVie Inc. (ABBV $217.61)
  • $217.61 P/E (TTM): 104.47X Cap: $385.71B
  • View ABBV Profile
  • View Questions on ABBV
• Target Corporation (TGT $88.56)
  • $88.56 P/E (TTM): 9.87X Cap: $40.24B
  • View TGT Profile
  • View Questions on TGT
• UnitedHealth Group Incorporated (DE) (UNH $347.89)
  • $347.89 P/E (TTM): 14.76X Cap: $317.25B
  • View UNH Profile
  • View Questions on UNH
• Constellation Software Inc. (CSU $4,301.83)
  • $4,301.83 P/E (TTM): 108.48X Cap: $93.08B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• goeasy Ltd. (GSY $209.20)
  • $209.20 P/E (TTM): 12.47X Cap: $3.33B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• iShares Core U.S. Aggregate Bond ETF (AGG $100.71)
  • $100.71 Cap: $132.06B
  • View AGG Profile
  • View Questions on AGG
• Fox Factory Holding Corp. (FOXF $27.10)
  • $27.10 Cap: $1.13B
  • View FOXF Profile
  • View Questions on FOXF

Q: Hi group assuming some sort of recession next year along with present pullback what is your top 10 picks in order of preference / Entry points $ targets. Ignore sectors and US verses Canada Thanks

Upvote 0

Read Answer Asked by Terence on December 19, 2022

• Dominion Energy Inc. (D $60.58)
  • $60.58 P/E (TTM): 22.75X Cap: $51.24B
  • View D Profile
  • View Questions on D

Q: Dominion Energy is having a bad year is it debt related? though interest rates are on the rise this one has been hit harder then my other US utilities.

Upvote 0

Read Answer Asked by Mark on December 19, 2022

• Costco Wholesale Corporation (COST $960.10)
  • $960.10 P/E (TTM): 56.54X Cap: $425.78B
  • View COST Profile
  • View Questions on COST
• Dollar General Corporation (DG $104.52)
  • $104.52 P/E (TTM): 19.92X Cap: $23B
  • View DG Profile
  • View Questions on DG
• UnitedHealth Group Incorporated (DE) (UNH $347.89)
  • $347.89 P/E (TTM): 14.76X Cap: $317.25B
  • View UNH Profile
  • View Questions on UNH

Q: Looking to shore up what's left off my growth portfolio, can you give me your thoughts on these 3 stocks for 2023 please?

Thank you

Upvote 0

Read Answer Asked by Mark on December 19, 2022

• General Motors Company (GM $58.95)
  • $58.95 P/E (TTM): 8.97X Cap: $55.69B
  • View GM Profile
  • View Questions on GM
• Linamar Corporation (LNR $78.00)
  • $78.00 P/E (TTM): 22.12X Cap: $4.65B
  • View LNR Profile
  • View Questions on LNR

Q: I have a position in GM and LNR and I need to get rid of one. Which security would you recommend hanging on to for the next 12 months and please provide your reasoning. Thank You.

Upvote 0

Read Answer Asked by Brian on December 19, 2022

• Cadence Design Systems Inc. (CDNS $351.52)
  • $351.52 P/E (TTM): 93.08X Cap: $93.59B
  • View CDNS Profile
  • View Questions on CDNS

Q: CDNS is relatively unscathed, very unusual for a tech stock in this market. What is about this stock that has allowed it to maintain its valuation?

Thanks for all you do
Leo

Upvote 0

Read Answer Asked by Leo on December 19, 2022

• Five Below Inc. (FIVE $146.96)
  • $146.96 P/E (TTM): 29.33X Cap: $7.71B
  • View FIVE Profile
  • View Questions on FIVE
• Axon Enterprise Inc. (AXON $760.79)
  • $760.79 P/E (TTM): 186.98X Cap: $59.35B
  • View AXON Profile
  • View Questions on AXON
• Guardant Health Inc. (GH $54.79)
  • $54.79 Cap: $6.84B
  • View GH Profile
  • View Questions on GH
• Fox Factory Holding Corp. (FOXF $27.10)
  • $27.10 Cap: $1.13B
  • View FOXF Profile
  • View Questions on FOXF
• InMode Ltd. (INMD $14.86)
  • $14.86 Cap: $1.03B
  • View INMD Profile
  • View Questions on INMD
• Celsius Holdings Inc. (CELH $56.07)
  • $56.07 P/E (TTM): 175.21X Cap: $14.91B
  • View CELH Profile
  • View Questions on CELH

Q: Hello Peter and Ryan,

I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad

Upvote 0

Read Answer Asked by Bradley on December 19, 2022