Investment Q&A

• Biogen Inc. (BIIB $181.55)
  • $181.55 P/E (TTM): 20.61X Cap: $26.64B
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• Illumina Inc. (ILMN $118.94)
  • $118.94 P/E (TTM): 21.74X Cap: $18.18B
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• Intuitive Surgical Inc. (ISRG $472.16)
  • $472.16 P/E (TTM): 59.99X Cap: $167.67B
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• AbbVie Inc. (ABBV $219.68)
  • $219.68 P/E (TTM): 93.08X Cap: $388.43B
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• Eli Lilly and Company (LLY $985.08)
  • $985.08 P/E (TTM): 42.92X Cap: $930.72B
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• Pfizer Inc. (PFE $26.58)
  • $26.58 P/E (TTM): 19.54X Cap: $151.19B
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• Stryker Corporation (SYK $336.77)
  • $336.77 P/E (TTM): 40.0X Cap: $128.87B
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Q: Since the healthcare sector in Canada is quite limited, I would like to explore the option of purchasing 100% US healthcare stocks to better represent this sector. I would greatly appreciate it if you could suggest six stocks that I should consider. Thank you in advance.

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Read Answer Asked by Esther on June 23, 2023

• Nova Ltd. (NVMI $428.60)
  • $428.60 Cap: $13.85B
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• e.l.f. Beauty Inc. (ELF $73.41)
  • $73.41 P/E (TTM): 41.47X Cap: $4.33B
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• Rambus Inc. (RMBS $94.01)
  • $94.01 P/E (TTM): 44.55X Cap: $9.97B
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Q: A good time to buy these? Thanks!

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Read Answer Asked by Austin on June 23, 2023

• Visa Inc. (V $307.14)
  • $307.14 P/E (TTM): 28.84X Cap: $588.48B
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Q: Good afternoon,

Could you please pass on your thesis for owning Visa-noting in past posts you mentioned a "duopoly "of payment systems.

Thank you

Upvote 0

Read Answer Asked by Brad on June 23, 2023

• Apple Inc. (AAPL $250.12)
  • $250.12 P/E (TTM): 31.66X Cap: $3.67T
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• Amazon.com Inc. (AMZN $207.67)
  • $207.67 P/E (TTM): 28.96X Cap: $2.22T
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• Meta Platforms Inc. (META $613.19)
  • $613.19 P/E (TTM): 26.13X Cap: $1.55T
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• Alphabet Inc. (GOOGL $302.28)
  • $302.28 P/E (TTM): 27.96X Cap: $3.65T
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• Microsoft Corporation (MSFT $395.55)
  • $395.55 P/E (TTM): 24.74X Cap: $2.93T
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• NVIDIA Corporation (NVDA $180.25)
  • $180.25 P/E (TTM): 36.79X Cap: $4.38T
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• Tesla Inc. (TSLA $391.20)
  • $391.20 P/E (TTM): 362.22X Cap: $1.46T
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• Berkshire Hathaway Inc. (BRK.B $490.03)
  • $490.03 P/E (TTM): 0.04X Cap: $1.05T
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Q: Hi Peter and company,

What would be the percent weight range holding the “magnificent 7” in a portfolio for a growth investor? Are there any names you would substitute? Expand to 10?

Thanks for the great service,
Angelo

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Read Answer Asked by Angelo on June 23, 2023

• NVIDIA Corporation (NVDA $180.25)
  • $180.25 P/E (TTM): 36.79X Cap: $4.38T
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Q: My small position in NVDA has doubled to about 13-14% of my portfolio. Should I sell half in the interest of diversification and before the ‘bubble’ bursts? Or treat it as a tech pillar like MS or GOOG and keep it as a long-term hold?

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Read Answer Asked by James on June 22, 2023

• NVIDIA Corporation (NVDA $180.25)
  • $180.25 P/E (TTM): 36.79X Cap: $4.38T
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Q: I have been receiving several alerts about insiders (mainly directors) selling stock. I feel this is a sign that the AI madness could be subsiding. I too, have taken some profit. What do you think?

Carl

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Read Answer Asked by Carl on June 22, 2023

• Dream Finders Homes Inc. Class A (DFH $15.47)
  • $15.47 P/E (TTM): 6.88X Cap: $1.42B
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Q: The stock price has pretty much tripled in six months. What's accounting for the massive gain and do you think it has further room to increase?

Upvote 1

Read Answer Asked by Brendan on June 22, 2023

• Alphabet Inc. (GOOG $301.46)
  • $301.46 P/E (TTM): 27.89X Cap: $3.65T
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• Alphabet Inc. (GOOGL $302.28)
  • $302.28 P/E (TTM): 27.96X Cap: $3.65T
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Q: what is the difference between these 2 and which one would you say is a better buy.

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Read Answer Asked by wilson on June 22, 2023

• State Street Health Care Select Sector SPDR ETF (XLV $149.79)
  • $149.79 P/E (TTM): 23.97X Cap: $39.53B
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• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $49.93)
  • $49.93 P/E (TTM): 14.93X Cap: $3.30B
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• iShares U.S. Healthcare ETF (IYH $62.51)
  • $62.51 P/E (TTM): 23.25X Cap: $2.97B
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• State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD $45.79)
  • $45.79 P/E (TTM): 15.97X Cap: $7.14B
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Q: Could you please recommend a US Dividend ETF (in US $), preferably with a Dividend of 4% or more. Also US Dividend Healthcare ETF. What is a good entry point for each? Thank you.

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Read Answer Asked by Pat on June 21, 2023

• 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 $265.42)
  • $265.42 P/E (TTM): 32.73X Cap: $34.81B
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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 $178.88)
  • $178.88 P/E (TTM): 34.87X Cap: $29.40B
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• Progyny Inc. (PGNY $17.50)
  • $17.50 P/E (TTM): 26.92X Cap: $1.43B
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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

Upvote 1

Read Answer Asked by Adam on June 21, 2023

• Baxter International Inc. (BAX $17.40)
  • $17.40 Cap: $8.95B
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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 $179.61)
  • $179.61 P/E (TTM): 50.17X Cap: $61.71B
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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 $1,008.43)
  • $1,008.43 P/E (TTM): 70.08X Cap: $447.39B
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• Microsoft Corporation (MSFT $395.55)
  • $395.55 P/E (TTM): 24.74X Cap: $2.93T
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• Johnson & Johnson (JNJ $241.52)
  • $241.52 P/E (TTM): 21.9X Cap: $581.72B
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• Morgan Stanley (MS $154.87)
  • $154.87 P/E (TTM): 15.17X Cap: $245.15B
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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 $315.18)
  • $315.18 P/E (TTM): 22.36X Cap: $12.30B
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• iShares Core S&P Small-Cap ETF (IJR $122.05)
  • $122.05 P/E (TTM): 17.5X Cap: $90.24B
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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 $249.32)
  • $249.32 P/E (TTM): 14.93X Cap: $102.34B
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• Amazon.com Inc. (AMZN $207.67)
  • $207.67 P/E (TTM): 28.96X Cap: $2.22T
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• Costco Wholesale Corporation (COST $1,008.43)
  • $1,008.43 P/E (TTM): 70.08X Cap: $447.39B
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• Meta Platforms Inc. (META $613.19)
  • $613.19 P/E (TTM): 26.13X Cap: $1.55T
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• Alphabet Inc. (GOOG $301.46)
  • $301.46 P/E (TTM): 27.89X Cap: $3.65T
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• Intuitive Surgical Inc. (ISRG $472.16)
  • $472.16 P/E (TTM): 59.99X Cap: $167.67B
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• Microsoft Corporation (MSFT $395.55)
  • $395.55 P/E (TTM): 24.74X Cap: $2.93T
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• QUALCOMM Incorporated (QCOM $129.82)
  • $129.82 P/E (TTM): 26.17X Cap: $138.51B
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• Constellation Software Inc. (CSU $2,524.08)
  • $2,524.08 P/E (TTM): 76.65X Cap: $53.48B
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• Kinaxis Inc. (KXS $135.02)
  • $135.02 P/E (TTM): 40.52X Cap: $3.73B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $111.04)
  • $111.04 Cap: $12.81B
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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.

Upvote 0

Read Answer Asked by A on June 21, 2023

• CME Group Inc. (CME $311.40)
  • $311.40 P/E (TTM): 27.9X Cap: $111.67B
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• Nasdaq Inc. (NDAQ $85.26)
  • $85.26 P/E (TTM): 27.68X Cap: $48.61B
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• Visa Inc. (V $307.14)
  • $307.14 P/E (TTM): 28.84X Cap: $588.48B
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• Toronto-Dominion Bank (The) (TD $128.05)
  • $128.05 P/E (TTM): 10.25X Cap: $213.69B
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• Bank of Nova Scotia (The) (BNS $94.38)
  • $94.38 P/E (TTM): 23.19X Cap: $116.32B
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• Bank of Montreal (BMO $186.15)
  • $186.15 P/E (TTM): 14.66X Cap: $131.22B
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• Manulife Financial Corporation (MFC $45.90)
  • $45.90 P/E (TTM): 15.1X Cap: $76.96B
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• Power Corporation of Canada Subordinate Voting Shares (POW $66.25)
  • $66.25 P/E (TTM): 13.98X Cap: $42.20B
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• Timbercreek Financial Corp. (TF $6.62)
  • $6.62 P/E (TTM): 17.42X Cap: $547M
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• Cboe Global Markets Inc. (CBOE $289.90)
  • $289.90 P/E (TTM): 27.85X Cap: $30.34B
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• Tradeweb Markets Inc. (TW $124.42)
  • $124.42 P/E (TTM): 32.92X Cap: $29.31B
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.71)
  • $52.71 P/E (TTM): 77.5X Cap: $118.35B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $58.91)
  • $58.91 P/E (TTM): 28.87X Cap: $96.50B
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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.

Upvote 0

Read Answer Asked by DAVID on June 21, 2023

• Regeneron Pharmaceuticals Inc. (REGN $745.77)
  • $745.77 P/E (TTM): 17.98X Cap: $78.84B
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• Thermo Fisher Scientific Inc (TMO $464.37)
  • $464.37 P/E (TTM): 26.18X Cap: $172.50B
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• UnitedHealth Group Incorporated (DE) (UNH $282.09)
  • $282.09 P/E (TTM): 21.32X Cap: $256.04B
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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 $85.93)
  • $85.93 P/E (TTM): 36.72X Cap: $76.61B
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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