Investment Q&A

• Amazon.com Inc. (AMZN $208.27)
  • $208.27 P/E (TTM): 29.31X Cap: $2.15T
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• Microsoft Corporation (MSFT $370.17)
  • $370.17 P/E (TTM): 23.95X Cap: $2.66T
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• NVIDIA Corporation (NVDA $174.40)
  • $174.40 P/E (TTM): 35.84X Cap: $4.01T
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• Bank of America Corporation (BAC $48.75)
  • $48.75 P/E (TTM): 12.57X Cap: $337.49B
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• BlackRock Inc. (BLK $961.71)
  • $961.71 P/E (TTM): 26.45X Cap: $149.58B
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• Citigroup Inc. (C $113.41)
  • $113.41 P/E (TTM): 15.35X Cap: $198.39B
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• JPMorgan Chase & Co. (JPM $294.16)
  • $294.16 P/E (TTM): 14.49X Cap: $765.33B
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• Thermo Fisher Scientific Inc (TMO $491.53)
  • $491.53 P/E (TTM): 27.06X Cap: $182.59B
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• UnitedHealth Group Incorporated (DE) (UNH $270.59)
  • $270.59 P/E (TTM): 19.79X Cap: $245.60B
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• Royal Bank of Canada (RY $224.88)
  • $224.88 P/E (TTM): 14.88X Cap: $314.05B
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• Toronto-Dominion Bank (The) (TD $129.92)
  • $129.92 P/E (TTM): 10.28X Cap: $216.81B
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• Bank of Montreal (BMO $188.42)
  • $188.42 P/E (TTM): 14.82X Cap: $132.82B
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• Bank of Nova Scotia (The) (BNS $69.31)
  • $69.31 P/E (TTM): 23.34X Cap: $85.35B
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Q: Hi Peter,

I will soon be receiving my pension funds from my ex-employer to put in my LIRA.
Can you suggest a few stocks with a decent upside....time frame 10-15 years.

Upvote 0

Read Answer Asked by HARRY on November 11, 2022

• Roku Inc. (ROKU $94.62)
  • $94.62 P/E (TTM): 174.66X Cap: $13.94B
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• Unity Software Inc. (U $21.94)
  • $21.94 Cap: $9.57B
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Q: I want to add to one of these stocks. Which one would be the safest to add to today? Thank you in advance for your expert opinion.

Upvote 0

Read Answer Asked by Cheryl on November 11, 2022

• Celsius Holdings Inc. (CELH $35.48)
  • $35.48 P/E (TTM): 158.6X Cap: $9.11B
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• Sprout Social Inc (SPT $5.70)
  • $5.70 Cap: $339M
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Q: Good Morning,

Can you please comment on most recent earnings and give your opinion on buy, hold or sell?

Thanks,

Brad

Upvote 0

Read Answer Asked by Bradley on November 11, 2022

• Costco Wholesale Corporation (COST $996.43)
  • $996.43 P/E (TTM): 67.11X Cap: $442.13B
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• BlackRock Inc. (BLK $961.71)
  • $961.71 P/E (TTM): 26.45X Cap: $149.58B
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• Citigroup Inc. (C $113.41)
  • $113.41 P/E (TTM): 15.35X Cap: $198.39B
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• JPMorgan Chase & Co. (JPM $294.16)
  • $294.16 P/E (TTM): 14.49X Cap: $765.33B
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• Target Corporation (TGT $121.20)
  • $121.20 P/E (TTM): 14.4X Cap: $54.88B
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• Thermo Fisher Scientific Inc (TMO $491.53)
  • $491.53 P/E (TTM): 27.06X Cap: $182.59B
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• UnitedHealth Group Incorporated (DE) (UNH $270.59)
  • $270.59 P/E (TTM): 19.79X Cap: $245.60B
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• Walmart Inc. (WMT $124.28)
  • $124.28 Cap: $984.59B
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• Constellation Software Inc. (CSU $2,441.99)
  • $2,441.99 P/E (TTM): 72.48X Cap: $51.74B
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• Blackstone Inc. (BX $114.99)
  • $114.99 P/E (TTM): 28.18X Cap: $85.34B
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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

Upvote 0

Read Answer Asked by Steven on November 10, 2022

• Cheniere Energy Inc. (LNG $283.76)
  • $283.76 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 $38.71)
  • $38.71 P/E (TTM): 14.65X Cap: $1.59B
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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 $175.66)
  • $175.66 P/E (TTM): 36.11X Cap: $28.69B
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• DocuSign Inc. (DOCU $47.41)
  • $47.41 P/E (TTM): 34.12X Cap: $9.21B
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• CrowdStrike Holdings Inc. (CRWD $390.41)
  • $390.41 Cap: $99.01B
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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 $370.17)
  • $370.17 P/E (TTM): 23.95X Cap: $2.66T
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• NVIDIA Corporation (NVDA $174.40)
  • $174.40 P/E (TTM): 35.84X Cap: $4.01T
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• Constellation Software Inc. (CSU $2,441.99)
  • $2,441.99 P/E (TTM): 72.48X Cap: $51.74B
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• Dollarama Inc. (DOL $170.73)
  • $170.73 P/E (TTM): 39.61X Cap: $45.85B
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• Alimentation Couche-Tard Inc. (ATD $78.85)
  • $78.85 P/E (TTM): 21.11X Cap: $71.16B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $165.06)
  • $165.06 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 $160.32)
  • $160.32 P/E (TTM): 85.28X Cap: $130.82B
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• Zscaler Inc. (ZS $140.29)
  • $140.29 Cap: $22.55B
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• CrowdStrike Holdings Inc. (CRWD $390.41)
  • $390.41 Cap: $99.01B
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Q: Would you have a good proxy for CRWD or just wait for a rebound?

Thanks for your service!

Upvote 0

Read Answer Asked by Ozzie on November 10, 2022

• Digital Turbine Inc. (APPS $2.88)
  • $2.88 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.

Upvote 0

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 $83.02)
  • $83.02 Cap: $4.17B
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• Digital Turbine Inc. (APPS $2.88)
  • $2.88 Cap: $344M
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• Roblox Corporation Class A (RBLX $56.56)
  • $56.56 Cap: $40.08B
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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 $174.61)
  • $174.61 P/E (TTM): 45.08X Cap: $46.11B
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Q: What is their balance sheet. Would you buy it today and what would be good price.

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on November 10, 2022

• Upstart Holdings Inc. (UPST $25.65)
  • $25.65 P/E (TTM): 66.45X Cap: $2.51B
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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

Upvote 0

Read Answer Asked by Dave on November 10, 2022

• Amazon.com Inc. (AMZN $208.27)
  • $208.27 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

Upvote 0

Read Answer Asked by Lakis on November 10, 2022

• Lockheed Martin Corporation (LMT $604.39)
  • $604.39 P/E (TTM): 28.68X Cap: $137.94B
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• RTX Corporation (RTX $192.90)
  • $192.90 P/E (TTM): 39.28X Cap: $251.89B
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Q: Which stocks do you recomend for the defence sector?

Upvote 0

Read Answer Asked by Nizar on November 10, 2022

• Edwards Lifesciences Corporation (EW $80.08)
  • $80.08 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%).

Upvote 0

Read Answer Asked by BRYAN on November 10, 2022

• Vanguard S&P 500 Index ETF (VFV $160.99)
  • $160.99 P/E (TTM): 26.01X Cap: $27.77B
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• Vanguard S&P 500 ETF (VOO $597.55)
  • $597.55 P/E (TTM): 26.2X Cap: $893.88B
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• State Street SPDR S&P 500 ETF Trust (SPY $650.34)
  • $650.34 P/E (TTM): 26.17X Cap: $652.70B
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• iShares Core S&P 500 ETF (IVV $653.21)
  • $653.21 P/E (TTM): 25.68X Cap: $719.67B
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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 $45.82)
  • $45.82 P/E (TTM): 55.61X Cap: $15.26B
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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 $2.88)
  • $2.88 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 $45.82)
  • $45.82 P/E (TTM): 55.61X Cap: $15.26B
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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