Investment Q&A

• Arista Networks Inc. (ANET $136.26)
  • $136.26 P/E (TTM): 49.48X Cap: $171.21B
  • View ANET Profile
  • View Questions on ANET
• Super Micro Computer Inc. (SMCI $30.79)
  • $30.79 P/E (TTM): 22.32X Cap: $18.44B
  • View SMCI Profile
  • View Questions on SMCI
• Coherent Corp. (COHR $275.57)
  • $275.57 P/E (TTM): 249.72X Cap: $51.66B
  • View COHR Profile
  • View Questions on COHR
• Fabrinet (FN $540.75)
  • $540.75 P/E (TTM): 47.93X Cap: $19.37B
  • View FN Profile
  • View Questions on FN
• Credo Technology Group Holding Ltd (CRDO $107.09)
  • $107.09 P/E (TTM): 55.89X Cap: $19.75B
  • View CRDO Profile
  • View Questions on CRDO

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

Upvote 0

Read Answer Asked by sam on June 21, 2023

• Gentex Corporation (GNTX $20.91)
  • $20.91 P/E (TTM): 12.11X Cap: $4.51B
  • View GNTX Profile
  • View Questions on GNTX

Q: I am not sure you follow Gentex Corporation. Can you provide any insight in this company?

Thanks
Tim

Upvote 0

Read Answer Asked by Timothy on June 20, 2023

• INVESCO QQQ Trust (QQQ $593.02)
  • $593.02 P/E (TTM): 33.2X Cap: $382.31B
  • View QQQ Profile
  • View Questions on QQQ
• Invesco NASDAQ Next Gen 100 ETF (QQQJ $37.22)
  • $37.22 P/E (TTM): 23.03X Cap: $879M
  • View QQQJ Profile
  • View Questions on QQQJ

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

Upvote 0

Read Answer Asked by Tamara on June 20, 2023

• Strategy Inc (MSTR $138.24)
  • $138.24 Cap: $46.13B
  • View MSTR Profile
  • View Questions on MSTR

Q: Good day everyone
Your thoughts on MicroStrategy Inc
Thanks.

Upvote 0

Read Answer Asked by George on June 19, 2023

• iShares U.S. Technology ETF (IYW $188.68)
  • $188.68 P/E (TTM): 35.65X Cap: $18.69B
  • View IYW Profile
  • View Questions on IYW

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?

Upvote 0

Read Answer Asked by Ron on June 19, 2023

• ASML Holding N.V. (ASML $1,366.39)
  • $1,366.39 P/E (TTM): 61.02X Cap: $526.63B
  • View ASML Profile
  • View Questions on ASML

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?

Upvote 0

Read Answer Asked by D on June 19, 2023

• Atrion Corporation (ATRI)
  • P/E (TTM): 64.5X
  • View ATRI Profile
  • View Questions on ATRI

Q: Kindly share the outlook for this name - buyable or not?

Upvote 0

Read Answer Asked by Jeff on June 19, 2023

• Computer Task Group Incorporated (CTG)
  • P/E (TTM): 307.85X
  • View CTG Profile
  • View Questions on CTG

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!

Upvote 0

Read Answer Asked by Ernest on June 19, 2023

• Amazon.com Inc. (AMZN $208.76)
  • $208.76 P/E (TTM): 29.27X Cap: $2.24T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $305.73)
  • $305.73 P/E (TTM): 28.33X Cap: $3.71T
  • View GOOG Profile
  • View Questions on GOOG
• Alphabet Inc. (GOOGL $307.13)
  • $307.13 P/E (TTM): 28.46X Cap: $3.71T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $389.02)
  • $389.02 P/E (TTM): 24.5X Cap: $2.88T
  • View MSFT Profile
  • View Questions on MSFT
• Arista Networks Inc. (ANET $136.26)
  • $136.26 P/E (TTM): 49.48X Cap: $171.21B
  • View ANET Profile
  • View Questions on ANET
• Coherent Corp. (COHR $275.57)
  • $275.57 P/E (TTM): 249.72X Cap: $51.66B
  • View COHR Profile
  • View Questions on COHR
• Fabrinet (FN $540.75)
  • $540.75 P/E (TTM): 47.93X Cap: $19.37B
  • View FN Profile
  • View Questions on FN
• Credo Technology Group Holding Ltd (CRDO $107.09)
  • $107.09 P/E (TTM): 55.89X Cap: $19.75B
  • View CRDO Profile
  • View Questions on CRDO

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?

Upvote 0

Read Answer Asked by sam on June 16, 2023

• Thermo Fisher Scientific Inc (TMO $470.21)
  • $470.21 P/E (TTM): 26.19X Cap: $174.67B
  • View TMO Profile
  • View Questions on TMO
• GE HealthCare Technologies Inc. (GEHC $70.38)
  • $70.38 P/E (TTM): 15.44X Cap: $32.07B
  • View GEHC Profile
  • View Questions on GEHC

Q: I own GEHC and am thinking about buying TMOas I want to participate in the pick and shovel theme do you feel that there is too much overlap owning both companies? if so is there another name you could recommend thanks Richard

Upvote 0

Read Answer Asked by richard on June 16, 2023

• Moody's Corporation (MCO $435.80)
  • $435.80 P/E (TTM): 32.09X Cap: $77.57B
  • View MCO Profile
  • View Questions on MCO
• Broadridge Financial Solutions Inc. (BR $174.38)
  • $174.38 P/E (TTM): 19.35X Cap: $20.35B
  • View BR Profile
  • View Questions on BR
• S&P Global Inc. (SPGI $426.14)
  • $426.14 P/E (TTM): 29.12X Cap: $127.33B
  • View SPGI Profile
  • View Questions on SPGI

Q: Would you consider Broadridge Financial (BR) a buy at its current price or are there other companies in this space that you like better at the moment for the long term? Thanks

Upvote 0

Read Answer Asked by Richard on June 16, 2023

Q: SYM Have been following this and the latest move indicates perhaps a meger/take over. Do they report next week and what are your feelings towards this stock
Thanks and look forward to your response.
Rick

Upvote 0

Read Answer Asked by Rick on June 16, 2023

• Mastercard Incorporated (MA $491.14)
  • $491.14 P/E (TTM): 29.57X Cap: $438B
  • View MA Profile
  • View Questions on MA

Q: Do you think Mastercard has the potential to outperform the market over the next three to five years? The company has had to cut the fee it charges retailers in various countries, it is facing lawsuits regarding its high fees, and it has more competition now. Do you think the cash-to-card runway opportunity outweighs the risk of a drop in revenue due to lower fees? Also, in the US, where merchants may be allowed to choose another payment network even if the customer pays via a Mastercard, do you think Mastercard has an advantage with its value-added services?

Upvote 0

Read Answer Asked by Kim on June 16, 2023

• Palantir Technologies Inc. (PLTR $155.68)
  • $155.68 P/E (TTM): 242.49X Cap: $372.17B
  • View PLTR Profile
  • View Questions on PLTR

Q: Why is Palantir consistently one of the most heavily traded stocks on the NYSE?

Upvote 0

Read Answer Asked by Charles on June 16, 2023

Q: CAVA's IPO opened at $22 US and has already doubled. There is a lot of hype around it and being called the next Chipotle. Too easy to jump in....or wait a little?
Thanks!

Upvote 0

Read Answer Asked by Austin on June 16, 2023

• Illinois Tool Works Inc. (ITW $260.62)
  • $260.62 P/E (TTM): 24.79X Cap: $75.08B
  • View ITW Profile
  • View Questions on ITW
• Nike Inc. (NKE $53.44)
  • $53.44 P/E (TTM): 31.45X Cap: $79.11B
  • View NKE Profile
  • View Questions on NKE
• Visa Inc. (V $299.71)
  • $299.71 P/E (TTM): 28.08X Cap: $574.24B
  • View V Profile
  • View Questions on V
• Bank of Nova Scotia (The) (BNS $94.50)
  • $94.50 P/E (TTM): 23.55X Cap: $116.46B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Sun Life Financial Inc. (SLF $85.95)
  • $85.95 P/E (TTM): 14.15X Cap: $47.60B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• WSP Global Inc. (WSP $219.31)
  • $219.31 P/E (TTM): 29.78X Cap: $29.56B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• ATS Corporation (ATS $42.67)
  • $42.67 Cap: $4.18B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• BRP Inc. Subordinate Voting Shares (DOO $85.14)
  • $85.14 Cap: $6.24B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Thomson Reuters Corporation (TRI $128.20)
  • $128.20 P/E (TTM): 28.48X Cap: $56.90B
  • View TRI Profile
  • View Questions on TRI
• EQB Inc. (EQB $107.72)
  • $107.72 P/E (TTM): 18.26X Cap: $3.94B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Brookfield Corporation Class A Limited Voting Shares (BN $53.73)
  • $53.73 P/E (TTM): 79.24X Cap: $120.20B
  • View BN Profile
  • View Questions on BN

Q: Good afternoon - I’m overweight in big tech in my TFSA and am planning to do some rebalancing. I’m looking for some non-tech suggestions please. Either US or Canada are fine.

Thanks!
Janet

Upvote 0

Read Answer Asked by Janet on June 16, 2023

• Microsoft Corporation (MSFT $389.02)
  • $389.02 P/E (TTM): 24.5X Cap: $2.88T
  • View MSFT Profile
  • View Questions on MSFT

Q: I have held MSFT for a long time and recently sold a covered call - which is now making me nervous. How much more upside do you see for MSFT in, say the next year or so?? Thanks Jim

Upvote 0

Read Answer Asked by jim on June 16, 2023

• AbbVie Inc. (ABBV $206.23)
  • $206.23 P/E (TTM): 88.28X Cap: $364.64B
  • View ABBV Profile
  • View Questions on ABBV
• Veeva Systems Inc. Class A (VEEV $185.59)
  • $185.59 P/E (TTM): 35.87X Cap: $30.50B
  • View VEEV Profile
  • View Questions on VEEV

Q: Good morning - for US healthcare I have a full position in ABBV and am up nicely after having been up wonderfully for a long while. Now, I'm reading about VEEV been a big AI beneficiary and am thinking about selling some ABBV and adding VEEV. Risky move or not? thanks

Upvote 0

Read Answer Asked by alex on June 16, 2023

• Chipotle Mexican Grill Inc. (CMG $32.94)
  • $32.94 P/E (TTM): 28.63X Cap: $42.90B
  • View CMG Profile
  • View Questions on CMG

Q: CMG hasd been doing quite nicely this year. Perhaps too nicely? Its P/E is now pushing 55. Is it overpriced? Would you sell?

Upvote 0

Read Answer Asked by John on June 16, 2023

• NVIDIA Corporation (NVDA $178.56)
  • $178.56 P/E (TTM): 36.82X Cap: $4.33T
  • View NVDA Profile
  • View Questions on NVDA

Q: Was some of the spike in NVDA recently due to short covering? If so, can you specify the total short positions (and %) before the recent run up and what the short positions (and %) is now?

Upvote 0

Read Answer Asked by Mike on June 15, 2023