Investment Q&A

• CrowdStrike Holdings Inc. (CRWD $384.36)
  • $384.36 Cap: $96.38B
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Q: Is it a good time to start buying crwd?

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Read Answer Asked by Mike on December 21, 2022

• Devon Energy Corporation (DVN $51.68)
  • $51.68 P/E (TTM): 11.63X Cap: $31.94B
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• Advantage Energy Ltd. (AAV $11.68)
  • $11.68 P/E (TTM): 34.97X Cap: $1.94B
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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 $3.53)
  • $3.53 P/E (TTM): 31.17X Cap: $5.47B
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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 $557.00)
  • $557.00 P/E (TTM): 25.72X Cap: $1.35T
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• NVIDIA Corporation (NVDA $169.87)
  • $169.87 P/E (TTM): 35.84X Cap: $4.01T
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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 $0.26)
  • $0.26 Cap: $38M
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• Invitae Corporation (NVTA)
  • Cap: $5M
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• Kratos Defense & Security Solutions Inc. (KTOS $67.73)
  • $67.73 P/E (TTM): 643.77X Cap: $12.22B
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• Unity Software Inc. (U $21.44)
  • $21.44 Cap: $8.96B
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• Coinbase Global Inc (COIN $166.15)
  • $166.15 P/E (TTM): 45.08X Cap: $42.46B
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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 $40.28)
  • $40.28 P/E (TTM): 25.29X Cap: $73.95B
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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 $189.37)
  • $189.37 P/E (TTM): 20.04X Cap: $83.08B
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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 $248.65)
  • $248.65 P/E (TTM): 31.83X Cap: $3.62T
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• Amazon.com Inc. (AMZN $205.42)
  • $205.42 P/E (TTM): 29.31X Cap: $2.15T
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• Microsoft Corporation (MSFT $363.90)
  • $363.90 P/E (TTM): 23.95X Cap: $2.66T
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• BlackRock Inc. (BLK $942.50)
  • $942.50 P/E (TTM): 27.6X Cap: $145.28B
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• JPMorgan Chase & Co. (JPM $288.74)
  • $288.74 P/E (TTM): 14.49X Cap: $765.33B
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• Verizon Communications Inc. (VZ $49.87)
  • $49.87 P/E (TTM): 12.46X Cap: $212.14B
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• Blackstone Inc. (BX $112.50)
  • $112.50 P/E (TTM): 28.18X Cap: $82.82B
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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 $112.50)
  • $112.50 P/E (TTM): 28.18X Cap: $82.82B
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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 $604.51)
  • $604.51 P/E (TTM): 28.68X Cap: $137.94B
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• L3Harris Technologies Inc. (LHX $343.66)
  • $343.66 P/E (TTM): 40.5X Cap: $63.49B
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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.

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Read Answer Asked by Michael on December 20, 2022

• NextEra Energy Inc. (NEE $92.08)
  • $92.08 P/E (TTM): 27.34X Cap: $191.78B
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• Quanta Services Inc. (PWR $539.21)
  • $539.21 P/E (TTM): 83.45X Cap: $79.86B
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• Xcel Energy Inc. (XEL $78.68)
  • $78.68 P/E (TTM): 22.5X Cap: $49.38B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.59)
  • $54.59 Cap: $7.95B
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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 $205.42)
  • $205.42 P/E (TTM): 29.31X Cap: $2.15T
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• Costco Wholesale Corporation (COST $993.16)
  • $993.16 P/E (TTM): 67.11X Cap: $442.13B
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• Alphabet Inc. (GOOG $280.39)
  • $280.39 P/E (TTM): 27.66X Cap: $3.30T
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• AbbVie Inc. (ABBV $216.26)
  • $216.26 P/E (TTM): 86.83X Cap: $376.95B
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• Target Corporation (TGT $119.51)
  • $119.51 P/E (TTM): 13.93X Cap: $53.79B
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• UnitedHealth Group Incorporated (DE) (UNH $267.72)
  • $267.72 P/E (TTM): 20.37X Cap: $237.62B
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• Constellation Software Inc. (CSU $2,422.31)
  • $2,422.31 P/E (TTM): 77.07X Cap: $50.57B
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• goeasy Ltd. (GSY $37.99)
  • $37.99 P/E (TTM): 2.83X Cap: $583M
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• iShares Core U.S. Aggregate Bond ETF (AGG $99.22)
  • $99.22 Cap: $138.53B
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• Fox Factory Holding Corp. (FOXF $16.27)
  • $16.27 Cap: $706M
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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 $61.55)
  • $61.55 P/E (TTM): 17.34X Cap: $54.35B
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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 $993.16)
  • $993.16 P/E (TTM): 67.11X Cap: $442.13B
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• Dollar General Corporation (DG $117.13)
  • $117.13 P/E (TTM): 21.61X Cap: $25.95B
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• UnitedHealth Group Incorporated (DE) (UNH $267.72)
  • $267.72 P/E (TTM): 20.37X Cap: $237.62B
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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 $73.58)
  • $73.58 P/E (TTM): 23.16X Cap: $65.77B
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• Linamar Corporation (LNR $85.56)
  • $85.56 P/E (TTM): 20.5X 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 $273.92)
  • $273.92 P/E (TTM): 72.05X Cap: $74.78B
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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 $224.34)
  • $224.34 P/E (TTM): 41.31X Cap: $12.14B
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• Axon Enterprise Inc. (AXON $418.12)
  • $418.12 P/E (TTM): 335.95X Cap: $33.36B
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• Guardant Health Inc. (GH $88.87)
  • $88.87 Cap: $11.30B
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• Fox Factory Holding Corp. (FOXF $16.27)
  • $16.27 Cap: $706M
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• InMode Ltd. (INMD $13.64)
  • $13.64 Cap: $849M
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• Celsius Holdings Inc. (CELH $34.23)
  • $34.23 P/E (TTM): 158.6X Cap: $8.68B
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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 $15.37)
  • $15.37 P/E (TTM): 42.44X Cap: $1.17B
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• CVR Partners LP representing Limited Partner Interests (UAN $132.86)
  • $132.86 P/E (TTM): 13.66X Cap: $1.44B
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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 $349.53)
  • $349.53 P/E (TTM): 24.58X Cap: $188.13B
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• AbbVie Inc. (ABBV $216.26)
  • $216.26 P/E (TTM): 86.83X Cap: $376.95B
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• Eli Lilly and Company (LLY $910.74)
  • $910.74 P/E (TTM): 39.68X Cap: $837.70B
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• Pfizer Inc. (PFE $27.86)
  • $27.86 P/E (TTM): 19.68X Cap: $157.96B
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• iShares Global Healthcare ETF (IXJ $92.51)
  • $92.51 P/E (TTM): 26.33X Cap: $3.55B
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• State Street Health Care Select Sector SPDR ETF (XLV $145.18)
  • $145.18 P/E (TTM): 23.97X Cap: $37.90B
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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 $410.71)
  • $410.71 P/E (TTM): 32.74X Cap: $89.40B
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• Carrier Global Corporation (CARR $55.57)
  • $55.57 P/E (TTM): 34.15X Cap: $45.43B
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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