Investment Q&A

• Devon Energy Corporation (DVN $36.20)
  • $36.20 P/E (TTM): 8.55X Cap: $22.70B
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• Advantage Energy Ltd. (AAV $11.62)
  • $11.62 P/E (TTM): 35.21X Cap: $1.93B
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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?

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Read Answer Asked by Catherine on December 21, 2022

• UWM Holdings Corporation Class A (UWMC $4.65)
  • $4.65 Cap: $7.79B
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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

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Read Answer Asked by satish on December 21, 2022

• Meta Platforms Inc. (META $667.55)
  • $667.55 P/E (TTM): 29.56X Cap: $1.68T
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• NVIDIA Corporation (NVDA $188.61)
  • $188.61 P/E (TTM): 46.8X Cap: $4.58T
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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!

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Read Answer Asked by Jacques on December 21, 2022

• Baylin Technologies Inc. (BYL $0.24)
  • $0.24 Cap: $36M
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• Invitae Corporation (NVTA)
  • Cap: $5M
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• Kratos Defense & Security Solutions Inc. (KTOS $79.97)
  • $79.97 P/E (TTM): 633.08X Cap: $13.50B
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• Unity Software Inc. (U $45.44)
  • $45.44 Cap: $19.44B
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• Coinbase Global Inc (COIN $239.73)
  • $239.73 P/E (TTM): 20.74X Cap: $64.64B
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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

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Read Answer Asked by Susan on December 20, 2022

• CSX Corporation (CSX $36.78)
  • $36.78 P/E (TTM): 24.04X Cap: $68.48B
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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.

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Read Answer Asked by Howie on December 20, 2022

• Invesco S&P 500 Equal Weight ETF (RSP $193.79)
  • $193.79 P/E (TTM): 21.96X Cap: $76.43B
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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?

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Read Answer Asked by richard on December 20, 2022

• Apple Inc. (AAPL $273.81)
  • $273.81 P/E (TTM): 36.51X Cap: $4.04T
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• Amazon.com Inc. (AMZN $232.38)
  • $232.38 P/E (TTM): 32.82X Cap: $2.48T
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• Microsoft Corporation (MSFT $488.02)
  • $488.02 P/E (TTM): 34.71X Cap: $3.62T
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• BlackRock Inc. (BLK $1,088.96)
  • $1,088.96 P/E (TTM): 27.93X Cap: $168.95B
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• JPMorgan Chase & Co. (JPM $329.17)
  • $329.17 P/E (TTM): 16.3X Cap: $896.08B
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• Verizon Communications Inc. (VZ $40.32)
  • $40.32 P/E (TTM): 8.62X Cap: $170B
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• Blackstone Inc. (BX $155.57)
  • $155.57 P/E (TTM): 44.58X Cap: $114.88B
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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.

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Read Answer Asked by Nigel on December 20, 2022

• Blackstone Inc. (BX $155.57)
  • $155.57 P/E (TTM): 44.58X Cap: $114.88B
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Q: Is BX partnership or a corporation?
thanks jerry

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Read Answer Asked by jery on December 20, 2022

• Lockheed Martin Corporation (LMT $485.75)
  • $485.75 P/E (TTM): 26.87X Cap: $112.40B
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• L3Harris Technologies Inc. (LHX $298.14)
  • $298.14 P/E (TTM): 31.99X Cap: $55.76B
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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 $80.45)
  • $80.45 P/E (TTM): 25.62X Cap: $167.54B
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• Quanta Services Inc. (PWR $433.58)
  • $433.58 P/E (TTM): 64.23X Cap: $64.65B
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• Xcel Energy Inc. (XEL $74.09)
  • $74.09 P/E (TTM): 22.59X Cap: $43.82B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.48)
  • $53.48 Cap: $20.01B
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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.

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Read Answer Asked by Les on December 19, 2022

• Amazon.com Inc. (AMZN $232.38)
  • $232.38 P/E (TTM): 32.82X Cap: $2.48T
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• Costco Wholesale Corporation (COST $871.86)
  • $871.86 P/E (TTM): 61.36X Cap: $386.99B
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• Alphabet Inc. (GOOG $315.67)
  • $315.67 P/E (TTM): 31.16X Cap: $3.79T
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• AbbVie Inc. (ABBV $229.89)
  • $229.89 P/E (TTM): 174.65X Cap: $406.30B
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• Target Corporation (TGT $96.53)
  • $96.53 P/E (TTM): 11.43X Cap: $43.70B
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• UnitedHealth Group Incorporated (DE) (UNH $327.58)
  • $327.58 P/E (TTM): 16.94X Cap: $296.73B
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• Constellation Software Inc. (CSU $3,316.17)
  • $3,316.17 P/E (TTM): 77.11X Cap: $70.27B
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• goeasy Ltd. (GSY $131.25)
  • $131.25 P/E (TTM): 9.55X Cap: $2.10B
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• iShares Core U.S. Aggregate Bond ETF (AGG $100.02)
  • $100.02 Cap: $134.36B
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• Fox Factory Holding Corp. (FOXF $17.65)
  • $17.65 Cap: $723M
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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

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Read Answer Asked by Terence on December 19, 2022

• Dominion Energy Inc. (D $59.01)
  • $59.01 P/E (TTM): 21.88X Cap: $50.38B
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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.

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Read Answer Asked by Mark on December 19, 2022

• Costco Wholesale Corporation (COST $871.86)
  • $871.86 P/E (TTM): 61.36X Cap: $386.99B
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• Dollar General Corporation (DG $135.45)
  • $135.45 P/E (TTM): 23.39X Cap: $29.81B
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• UnitedHealth Group Incorporated (DE) (UNH $327.58)
  • $327.58 P/E (TTM): 16.94X Cap: $296.73B
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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

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Read Answer Asked by Mark on December 19, 2022

• General Motors Company (GM $82.88)
  • $82.88 P/E (TTM): 15.94X Cap: $77.31B
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• Linamar Corporation (LNR $83.73)
  • $83.73 P/E (TTM): 20.42X Cap: $5B
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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.

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Read Answer Asked by Brian on December 19, 2022

• Cadence Design Systems Inc. (CDNS $317.76)
  • $317.76 P/E (TTM): 81.89X Cap: $86.49B
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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

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Read Answer Asked by Leo on December 19, 2022

• Five Below Inc. (FIVE $188.67)
  • $188.67 P/E (TTM): 33.81X Cap: $10.40B
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• Axon Enterprise Inc. (AXON $591.15)
  • $591.15 P/E (TTM): 187.39X Cap: $46.64B
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• Guardant Health Inc. (GH $102.38)
  • $102.38 Cap: $12.90B
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• Fox Factory Holding Corp. (FOXF $17.65)
  • $17.65 Cap: $723M
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• InMode Ltd. (INMD $14.47)
  • $14.47 Cap: $1B
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• Celsius Holdings Inc. (CELH $44.72)
  • $44.72 P/E (TTM): 405.55X Cap: $11.52B
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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

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Read Answer Asked by Bradley on December 19, 2022

• LSB Industries Inc. (LXU $8.48)
  • $8.48 Cap: $624M
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• CVR Partners LP representing Limited Partner Interests (UAN $96.79)
  • $96.79 P/E (TTM): 8.03X Cap: $1B
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Q: I hold this. I assume it will be part of the new "witholding tax on disposition" legislation. As a Canadian, is this an easy sell before year-end then? If I wan't a similar company what about LXU?

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Read Answer Asked by Kel on December 19, 2022

• Amgen Inc. (AMGN $333.96)
  • $333.96 P/E (TTM): 25.79X Cap: $179.83B
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• AbbVie Inc. (ABBV $229.89)
  • $229.89 P/E (TTM): 174.65X Cap: $406.30B
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• Eli Lilly and Company (LLY $1,076.98)
  • $1,076.98 P/E (TTM): 52.69X Cap: $1.01T
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• Pfizer Inc. (PFE $25.03)
  • $25.03 P/E (TTM): 14.47X Cap: $142.31B
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• iShares Global Healthcare ETF (IXJ $98.09)
  • $98.09 P/E (TTM): 26.68X Cap: $4.53B
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• State Street Health Care Select Sector SPDR ETF (XLV $155.80)
  • $155.80 P/E (TTM): 24.15X Cap: $40.49B
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Q: Hi Peter,
I don't have any positions in the Health Care sector. Please provide a few suggestions, either stocks and/or ETFs, for both Canada and USA. I would like the Buy and Hold for say 5 years or more strategy.
Many thanks,
Roger

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Read Answer Asked by Roger on December 19, 2022

• Trane Technologies plc (TT $393.18)
  • $393.18 P/E (TTM): 30.27X Cap: $87.18B
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• Carrier Global Corporation (CARR $53.50)
  • $53.50 P/E (TTM): 31.61X Cap: $45.05B
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Q: I have Trane but see recently, you've had positive remarks about Carrier. That together with the 25% withholding tax on the dividend due to Trane being European based makes me wonder if I should change to Carrier for the next few years?

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Read Answer Asked by Todd on December 19, 2022

• Realty Income Corporation (O $56.67)
  • $56.67 P/E (TTM): 51.79X Cap: $52.13B
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• SL Green Realty Corp (SLG $45.50)
  • $45.50 P/E (TTM): 4550.0X Cap: $3.23B
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• Simon Property Group Inc. (SPG $188.29)
  • $188.29 P/E (TTM): 27.41X Cap: $61.47B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.09)
  • $5.09 Cap: $1.27B
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• Digital Realty Trust Inc. (DLR $155.19)
  • $155.19 P/E (TTM): 39.87X Cap: $53.30B
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• Healthpeak Properties (PEAK)
  • P/E (TTM): 29.87X Cap: $9.35B
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Q: SL GREEN, despite its recent dividend cut, seems a decent choice. Would you suggest buying REITs at this time and, if so, which ones? I am a retiree seeking inflation-resistant income.

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Read Answer Asked by David on December 19, 2022