Investment Q&A

• Costco Wholesale Corporation (COST $998.85)
  • $998.85 P/E (TTM): 67.11X Cap: $442.13B
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• BlackRock Inc. (BLK $951.06)
  • $951.06 P/E (TTM): 27.6X Cap: $145.28B
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• Citigroup Inc. (C $111.60)
  • $111.60 P/E (TTM): 15.97X Cap: $187.64B
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• JPMorgan Chase & Co. (JPM $290.96)
  • $290.96 P/E (TTM): 14.49X Cap: $765.33B
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• Target Corporation (TGT $119.25)
  • $119.25 P/E (TTM): 13.93X Cap: $53.79B
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• Thermo Fisher Scientific Inc (TMO $487.61)
  • $487.61 P/E (TTM): 26.95X Cap: $178.33B
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• UnitedHealth Group Incorporated (DE) (UNH $265.82)
  • $265.82 P/E (TTM): 20.37X Cap: $237.62B
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• Walmart Inc. (WMT $124.17)
  • $124.17 Cap: $984.59B
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• Constellation Software Inc. (CSU $2,440.00)
  • $2,440.00 P/E (TTM): 77.07X Cap: $50.57B
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• Blackstone Inc. (BX $113.94)
  • $113.94 P/E (TTM): 28.18X Cap: $82.82B
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Q: could you suggest a few canadian and us equities you would recommend today for a balanced approach, and a brief supporting comment...thank you

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Read Answer Asked by Steven on November 10, 2022

• Cheniere Energy Inc. (LNG $290.61)
  • $290.61 P/E (TTM): 11.8X Cap: $61.72B
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Q: I have made good profit on this stock. I am wondering if I should sell it or hold for the winter season. There are wild price fluctuations in the price on a daily basis.

Thanks for your good advice, always.

Upvote 0

Read Answer Asked by Vinod on November 10, 2022

• ASGN Incorporated (ASGN $38.72)
  • $38.72 P/E (TTM): 14.59X Cap: $1.57B
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Q: Can I get your take on ASGN.

Upvote 0

Read Answer Asked by BRYAN on November 10, 2022

• Veeva Systems Inc. Class A (VEEV $176.71)
  • $176.71 P/E (TTM): 36.11X Cap: $28.73B
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• DocuSign Inc. (DOCU $47.70)
  • $47.70 P/E (TTM): 34.12X Cap: $9.18B
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• CrowdStrike Holdings Inc. (CRWD $388.77)
  • $388.77 Cap: $96.38B
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Q: Good morning
I hold the following stocks in a US Riff
crowdstrike
docu sign
veeva systems
Are these now a hold or a sell and why
I can continue to hold but concerned about maybe going to zero in this market
Your comments would be appreciated
Thks
Marse

Upvote 0

Read Answer Asked by Marcel on November 10, 2022

• Microsoft Corporation (MSFT $366.64)
  • $366.64 P/E (TTM): 23.95X Cap: $2.66T
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• NVIDIA Corporation (NVDA $169.80)
  • $169.80 P/E (TTM): 35.84X Cap: $4.01T
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• Constellation Software Inc. (CSU $2,440.00)
  • $2,440.00 P/E (TTM): 77.07X Cap: $50.57B
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• Dollarama Inc. (DOL $170.38)
  • $170.38 P/E (TTM): 39.61X Cap: $45.85B
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• Alimentation Couche-Tard Inc. (ATD $77.91)
  • $77.91 P/E (TTM): 21.11X Cap: $71.16B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.25)
  • $160.25 P/E (TTM): 131.37X Cap: $203.15B
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Q: For a long term hold would you prefer DOL or ATD or is there another Consumer Defensive company you would recommend?
Also with growth as the objective and for a long term hold please rank SHOP, CSU, MSFT and NVDA.
Thank you.

Upvote 0

Read Answer Asked by David on November 10, 2022

• Palo Alto Networks Inc. (PANW $157.83)
  • $157.83 P/E (TTM): 90.64X Cap: $125.94B
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• Zscaler Inc. (ZS $139.22)
  • $139.22 Cap: $22.07B
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• CrowdStrike Holdings Inc. (CRWD $388.77)
  • $388.77 Cap: $96.38B
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Q: Would you have a good proxy for CRWD or just wait for a rebound?

Thanks for your service!

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Read Answer Asked by Ozzie on November 10, 2022

• Digital Turbine Inc. (APPS $2.94)
  • $2.94 Cap: $344M
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Q: Can you please comment on Digital Turbine (APPS) latest earnings released yesterday. Was there anything of particular interest to note from the call this morning (either good or bad)? Has paying off debt continue to improve? Would you recommend adding to a position that is down from its high or give it more time? Held in a TFSA so tax loss is not an option.

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Read Answer Asked by Justin on November 10, 2022

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Crocs Inc. (CROX $82.21)
  • $82.21 Cap: $4.01B
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• Digital Turbine Inc. (APPS $2.94)
  • $2.94 Cap: $344M
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• Roblox Corporation Class A (RBLX $54.56)
  • $54.56 Cap: $36.78B
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Q: Hi Team,
I hold the following 3 aggressive names in a US cash account (sq, rblx, apps). As a group they are down 65% , in close to equal weighting’s . What do I do with this mess? Hold at this point waiting for recovery ? Consolidate into a different safer name? Any chance for these 3 with a 3-5yr time frame ? Or is it time to take the loss and high grade to something such as a goog ? Or Maybey crox in a different sector ? Or …hope for a aggressive pop at some point , then high grade later ? Your opinion is appreciated .

Upvote 1

Read Answer Asked by Shane on November 10, 2022

• Coinbase Global Inc (COIN $167.43)
  • $167.43 P/E (TTM): 45.08X Cap: $42.46B
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Q: What is their balance sheet. Would you buy it today and what would be good price.

Thanks,
Milan

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Read Answer Asked by Milan on November 10, 2022

• Upstart Holdings Inc. (UPST $25.11)
  • $25.11 P/E (TTM): 66.45X Cap: $2.37B
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Q: Hi,
I think UPST was down on every possible metric in its earnings report. Did you see anything at all positive? Do you still see it as a Hold?
Thanks

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Read Answer Asked by Dave on November 10, 2022

• Amazon.com Inc. (AMZN $206.59)
  • $206.59 P/E (TTM): 29.31X Cap: $2.15T
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Q: AMZN is down significatly today. Is there any news to explain the drop. Would you buy it at today's price

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Read Answer Asked by Lakis on November 10, 2022

• Lockheed Martin Corporation (LMT $602.16)
  • $602.16 P/E (TTM): 28.68X Cap: $137.94B
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• RTX Corporation (RTX $189.26)
  • $189.26 P/E (TTM): 39.28X Cap: $251.89B
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Q: Which stocks do you recomend for the defence sector?

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Read Answer Asked by Nizar on November 10, 2022

• Edwards Lifesciences Corporation (EW $79.72)
  • $79.72 P/E (TTM): 44.82X Cap: $45.83B
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Q: Can I get your opinion on Edward Sciences. I have done well with all of my health stocks except this one (down by about 42%).

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Read Answer Asked by BRYAN on November 10, 2022

• Vanguard S&P 500 Index ETF (VFV $159.15)
  • $159.15 P/E (TTM): 26.01X Cap: $26.88B
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• Vanguard S&P 500 ETF (VOO $590.38)
  • $590.38 P/E (TTM): 26.2X Cap: $869.02B
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• State Street SPDR S&P 500 ETF Trust (SPY $642.30)
  • $642.30 P/E (TTM): 26.17X Cap: $634.26B
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• iShares Core S&P 500 ETF (IVV $645.44)
  • $645.44 P/E (TTM): 25.68X Cap: $699.53B
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Q: Given the current market, what are some S&P 500 Index Funds you see looking at long term growth and opportunities for 5-10+ years?

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Read Answer Asked by Andrew on November 10, 2022

• Affirm Holdings Inc. (AFRM $44.46)
  • $44.46 P/E (TTM): 55.61X Cap: $14.33B
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Q: Hello

Can you comment on Affirm quarterly earnings when they come out later today I believe?

Also could you tell me if there are any estimates out there regarding Affirms 'cash burn' and them needing to raise capital in the near future?

Thank you very much

Stephane

Upvote 0

Read Answer Asked by Stephane on November 09, 2022

• Digital Turbine Inc. (APPS $2.94)
  • $2.94 Cap: $344M
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Q: You recommended this when it was $50+ . . Any updated thoughts?

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Read Answer Asked by Jason on November 09, 2022

• Affirm Holdings Inc. (AFRM $44.46)
  • $44.46 P/E (TTM): 55.61X Cap: $14.33B
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Q: Hi,

Can you comment on the quarter, would you purchase some here? What is the risk of bankruptcy here?

Thanks

Upvote 0

Read Answer Asked by David on November 09, 2022

• Zscaler Inc. (ZS $139.22)
  • $139.22 Cap: $22.07B
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Q: Is ZS a buy at these levels?

Upvote 0

Read Answer Asked by Mike on November 09, 2022

• Sea Limited American Depositary Shares each representing one Class A (SE $81.11)
  • $81.11 P/E (TTM): 107.82X Cap: $46.36B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.36)
  • $44.36 P/E (TTM): 6.04X Cap: $3.56B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $122.67)
  • $122.67 P/E (TTM): 16.15X Cap: $281.68B
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• Invesco Solar ETF (TAN $53.99)
  • $53.99 P/E (TTM): 21.93X Cap: $1.42B
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• Vanguard Total International Stock (VXUS $75.78)
  • $75.78 P/E (TTM): 10.89X Cap: $145.70B
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• MercadoLibre Inc. (MELI $1,670.49)
  • $1,670.49 P/E (TTM): 42.29X Cap: $82.08B
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• Vanguard FTSE Developed Markets ETF (VEA $63.07)
  • $63.07 P/E (TTM): 18.15X Cap: $222.22B
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• SVB Financial Group (SIVB)
  • P/E (TTM): 4.2X Cap: $6.27B
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• DocuSign Inc. (DOCU $47.70)
  • $47.70 P/E (TTM): 34.12X Cap: $9.18B
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• SolarEdge Technologies Inc. (SEDG $49.31)
  • $49.31 Cap: $2.85B
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• ARK Innovation ETF (ARKK $65.66)
  • $65.66 P/E (TTM): 42.21X Cap: $6.40B
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• Global X MSCI China Consumer Discretionary ETF (CHIQ $19.43)
  • $19.43 P/E (TTM): 20.04X Cap: $162M
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• ARK Genomic Revolution ETF (ARKG $25.98)
  • $25.98 P/E (TTM): 27.48X Cap: $1.28B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $109.49)
  • $109.49 P/E (TTM): 54.8X Cap: $1.94B
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• Paramount Global (PARA)
  • Cap: $7.44B
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Q: Hi! Doing some cleaning up and wondering if these are buy, sell, or hold. In reference to Shane's comments I also agree that it wasn't too long ago that so many advisors were recommending growth stocks at lofty prices. Having always been a more of a value investor I dipped my toes, but am feeling like I'd be too scared to ever enter any kind of a growth stock again. I know if interest rates peak you feel these can do well again but only time will tell and many investors have lost lots of money on the high growth names like in Cathy Wood's funds. Happy to hold any of these names if there could ever be a turn around. Thank you!

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Read Answer Asked by Neil on November 09, 2022

• NuScale Power Corporation Class A (SMR $10.43)
  • $10.43 Cap: $3.46B
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Q: It would seem that the future looks bright for the nuclear industry focusing on small modular reactor (SMR) technology. I would appreciate your thoughts on investable (and hopefully potentially highly profitable) companies in this area. Thanks very much for this great service. Dan

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Read Answer Asked by Danny-boy on November 09, 2022