Investment Q&A

• Alphabet Inc. (GOOG $314.96)
  • $314.96 P/E (TTM): 31.09X Cap: $3.78T
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• Microsoft Corporation (MSFT $487.71)
  • $487.71 P/E (TTM): 34.69X Cap: $3.62T
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• Constellation Software Inc. (CSU $3,316.17)
  • $3,316.17 P/E (TTM): 77.12X Cap: $70.27B
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• Enghouse Systems Limited (ENGH $20.48)
  • $20.48 P/E (TTM): 15.4X Cap: $1.12B
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• Alimentation Couche-Tard Inc. (ATD $74.04)
  • $74.04 P/E (TTM): 19.67X Cap: $68.54B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $116.69)
  • $116.69 P/E (TTM): 48.82X Cap: $13.45B
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• WELL Health Technologies Corp. (WELL $3.97)
  • $3.97 Cap: $1B
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Q: Hi Peter & team:

Could you name the order of preference for stocks to be put in TFSA- from most prefer to least prefer. Thank you

Upvote 0

Read Answer Asked by DAVID on August 08, 2022

• Macy's, Inc. (M $22.47)
  • $22.47 P/E (TTM): 13.22X Cap: $5.97B
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Q: Do you see problems with a long term holding of this company for the dividend and small growth? Do they hold good real-estate which could be profitable in the future. Thanks James Any further comments will be appreciated !!

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Read Answer Asked by JAMES on August 08, 2022

• Bausch + Lomb Corporation (BLCO $17.18)
  • $17.18 Cap: $6.08B
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Q: Can I please have your opinion on Bausch and Lomb (BLCO). The company was recently created from its heavily indebted parent company Bausch Health. To what extent is it insulated from the parent's issues and do you recommend it for growth at a reasonable price.

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Read Answer Asked by John on August 08, 2022

• YETI Holdings Inc. (YETI $45.82)
  • $45.82 P/E (TTM): 23.86X Cap: $3.46B
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Q: Hello again your thought please on Yeti

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Read Answer Asked by George on August 08, 2022

• PayPal Holdings Inc. (PYPL $59.97)
  • $59.97 P/E (TTM): 12.07X Cap: $56.11B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Pinterest Inc. Class A (PINS $26.14)
  • $26.14 P/E (TTM): 9.05X Cap: $17.65B
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Q: What order would you currently buy PINS, PYPL and SQ ? Would you avoid any of them ? Thank you.

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Read Answer Asked by Paul on August 08, 2022

• Twitter Inc. (TWTR)
  • Cap: $41.09B
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Q: What do you make of the current arbitrage on twitter?

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Read Answer Asked by Mark on August 08, 2022

• The Trade Desk Inc. (TTD $38.31)
  • $38.31 P/E (TTM): 44.03X Cap: $18.52B
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• Digital Turbine Inc. (APPS $5.22)
  • $5.22 Cap: $585M
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Q: If you owned both but had to let one go, which one would it be?

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Read Answer Asked by William Ross on August 08, 2022

• Moderna Inc. (MRNA $31.20)
  • $31.20 Cap: $12.18B
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• BioNTech SE (BNTX $94.52)
  • $94.52 Cap: $22.68B
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Q: Does BNTX have the same upside as Moderna. Would you buy either one at theses levels and if so which one? Thanks for your analysis.

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Read Answer Asked by Ian on August 08, 2022

• Zoetis Inc. Class A (ZTS $126.23)
  • $126.23 P/E (TTM): 21.25X Cap: $55.62B
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Q: I own shares in this company and obviously holders were not enthused with the recent earnings. I am thinking of lightening up on my holdings and adding some Accenture. Your thought on this would be much appreciated.

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Read Answer Asked by Brian on August 07, 2022

• Aptiv PLC (APTV $76.91)
  • $76.91 P/E (TTM): 57.4X Cap: $16.61B
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Q: HI, guys,
Thanks for all your hard work and patience. I know you don't cover Euro stocks but do you have any thoughts on Aptiv ADR, seems to be getting hit on one time items ?
Cheers, Chris

Upvote 0

Read Answer Asked by Christopher on August 05, 2022

• Amazon.com Inc. (AMZN $232.52)
  • $232.52 P/E (TTM): 32.84X Cap: $2.48T
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• Meta Platforms Inc. (META $663.29)
  • $663.29 P/E (TTM): 29.38X Cap: $1.67T
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• Alphabet Inc. (GOOG $314.96)
  • $314.96 P/E (TTM): 31.09X Cap: $3.78T
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• Constellation Software Inc. (CSU $3,316.17)
  • $3,316.17 P/E (TTM): 77.12X Cap: $70.27B
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• Open Text Corporation (OTEX $45.57)
  • $45.57 P/E (TTM): 17.43X Cap: $11.48B
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Q: Please give me 3 or 4 Canadian and US larger growthy stocks { ie safer } with good valuations to sweeten a diversified ETF portfolio return. Thank you

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Read Answer Asked by Richard on August 05, 2022

• Moderna Inc. (MRNA $31.20)
  • $31.20 Cap: $12.18B
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Q: Hello, a few months ago I invested in MRNA and it has had a nice run up since. But why? Do you consider it to have a good future? It seems to me that the future for fighting various viruses is sadly quite promising. Is MRNA a right dog for the fight?

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Read Answer Asked by alex on August 05, 2022

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Do you have any quick updates ? It jumped 20% on 3 Aug. Thanks

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Read Answer Asked by TOM on August 05, 2022

• Fortinet Inc. (FTNT $81.56)
  • $81.56 P/E (TTM): 33.56X Cap: $60.65B
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Q: Do you think that FTNT's Q2 warrants a 14% stock price reduction?

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Read Answer Asked by sandy on August 05, 2022

• Crocs Inc. (CROX $91.63)
  • $91.63 P/E (TTM): 29.85X Cap: $4.75B
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Q: Any thoughts on earnings? Does this change the long term outlook at all?
Thank-you.

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Read Answer Asked by Alex on August 05, 2022

• AT&T Inc. (T $24.65)
  • $24.65 P/E (TTM): 8.0X Cap: $174.75B
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Q: Hi Everyone,

You thoughts on T.US for long term income and relative safety.

Thanks

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Read Answer Asked by Dave on August 05, 2022

• eXp World Holdings Inc. (EXPI $9.44)
  • $9.44 Cap: $1.49B
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Q: Can you please comment on quarterly earnings report. Was there anything of particular interest on the conference call (either positive or negative)? Currently down 64% and has dropped to .7% of total holdings. If this was in one of your model portfolios: which portfolio would you have it in, what size of allocation would you be targeting, and would you consider adding to its position in the next monthly member udpate?

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Read Answer Asked by Justin on August 05, 2022

• MindWalk Holdings Corp Com (IPA $6.50)
  • $6.50 Cap: $303M
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• Spark Power Group Inc. (SPG $0.82)
  • $0.82 Cap: $74M
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• Southern Energy Corp. (SOU $0.09)
  • $0.09 Cap: $30M
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• Kolibri Global Energy Inc. (KEI $5.59)
  • $5.59 P/E (TTM): 8.17X Cap: $197M
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Q: Hi Peter
I have in my portfolio Spark and Immunoprecise which are both down are they worth holding
Kolibri Global and Southern energy are winners Do you think there is more upside to these stocks .
Thank you
Howard

Upvote 1

Read Answer Asked by Howard on August 05, 2022

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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• Semtech Corporation (SMTC $76.07)
  • $76.07 P/E (TTM): 110.25X Cap: $7.03B
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Q: Hello,

How certain are you that this deal will go through as stated? Also, in your opinion is this a fair deal for SW shareholders?

Thanks for your insight.

Upvote 1

Read Answer Asked by Mark on August 05, 2022

• Jacobs Solutions Inc. (J $135.28)
  • $135.28 P/E (TTM): 56.84X Cap: $16.06B
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• Trane Technologies plc (TT $392.59)
  • $392.59 P/E (TTM): 30.22X Cap: $87.05B
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• Global Industrial Company (GIC $30.10)
  • $30.10 P/E (TTM): 17.1X Cap: $1.15B
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Q: In our concentrated portfolio of 20 stocks we hold the above industrials (total weighting 22%) and have been happy. GIC “missed” earnings today and is down today. Could you review its earnings and let us know if there are any red flags? Also would you see a better US industrial stock to fit into our portfolio? We are up 50% from where we bought GIC so there would be some tax considerations in selling…

THANKS for all your work.

Upvote 0

Read Answer Asked by Paul on August 05, 2022