Investment Q&A

• Adobe Inc. (ADBE $293.25)
  • $293.25 P/E (TTM): 17.88X Cap: $120.37B
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• Amazon.com Inc. (AMZN $239.30)
  • $239.30 P/E (TTM): 34.14X Cap: $2.55T
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• Dollar Tree Inc. (DLTR $117.59)
  • $117.59 Cap: $23.38B
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• Alphabet Inc. (GOOG $338.53)
  • $338.53 P/E (TTM): 33.43X Cap: $4.07T
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• Intuitive Surgical Inc. (ISRG $504.22)
  • $504.22 P/E (TTM): 66.61X Cap: $178.74B
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• NVIDIA Corporation (NVDA $191.13)
  • $191.13 P/E (TTM): 47.77X Cap: $4.64T
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• Booking Holdings Inc. (BKNG $5,001.84)
  • $5,001.84 P/E (TTM): 33.31X Cap: $161.22B
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• Berkshire Hathaway Inc. (BRK.B $480.53)
  • $480.53 P/E (TTM): 15.25X Cap: $1.03T
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Q: Hi, I am looking for quality US stocks that do not give out a dividend like BRK.B and GOOG and are unlikely to start issuing dividends in the next years. Can you suggest 4-5 other names?

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Read Answer Asked by Christian on August 08, 2022

• DLocal Limited (DLO $13.46)
  • $13.46 Cap: $3.95B
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Q: What are your current thoughts on DLO for a growth investment moving forward. A broad view of risk assessment vs growth potential. Thank you

Upvote 1

Read Answer Asked by Terry on August 08, 2022

• Twist Bioscience Corporation (TWST $41.07)
  • $41.07 Cap: $2.51B
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Q: Comments on TWST results please, particularly concerning their path to profitability and the effect on production of their "factory of the future" when completed.

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Read Answer Asked by Larry on August 08, 2022

• Analog Devices Inc. (ADI $310.88)
  • $310.88 P/E (TTM): 68.03X Cap: $151.90B
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• Applied Materials Inc. (AMAT $322.32)
  • $322.32 P/E (TTM): 39.32X Cap: $255.50B
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• Broadcom Inc. (AVGO $331.30)
  • $331.30 P/E (TTM): 69.63X Cap: $1.57T
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• Intel Corporation (INTC $46.47)
  • $46.47 Cap: $232.11B
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• KLA Corporation (KLAC $1,427.94)
  • $1,427.94 P/E (TTM): 52.93X Cap: $187.62B
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• NVIDIA Corporation (NVDA $191.13)
  • $191.13 P/E (TTM): 47.77X Cap: $4.64T
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• Marvell Technology Inc. (MRVL $78.92)
  • $78.92 P/E (TTM): 28.54X Cap: $66.93B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $330.56)
  • $330.56 P/E (TTM): 46.8X Cap: $1.71T
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Q: Greetings 5i,

What are your thoughts on INTEL? What are your thougths on the domestic tailwinds via Biden Administration and roughly 75B in federal support for domestic chip manufacturers? Seems almost like the industry is being considered a matter of national sercurity in the US and will back the chip makers. Are there other companies who stand to do well in this environment?

Cheers!

Upvote 0

Read Answer Asked by Duane on August 08, 2022

• SentinelOne Inc. Class A (S $13.98)
  • $13.98 Cap: $4.75B
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Q: SentinelOne (S NYSE) Could not bring this up in your question search.

What is different about it than others in cybersecurity?

Is this a buy?

Thank you.

Thank you.

Upvote 0

Read Answer Asked by Ross on August 08, 2022

• The Walt Disney Company (DIS $112.80)
  • $112.80 P/E (TTM): 16.47X Cap: $200.03B
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• JPMorgan Chase & Co. (JPM $305.89)
  • $305.89 P/E (TTM): 15.17X Cap: $832.71B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Can I get the fundamentals on these companies.

How do you see them performing in an inflationary environment.

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Read Answer Asked by Kristelle on August 08, 2022

• NVIDIA Corporation (NVDA $191.13)
  • $191.13 P/E (TTM): 47.77X Cap: $4.64T
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• Palantir Technologies Inc. (PLTR $146.59)
  • $146.59 P/E (TTM): 361.57X Cap: $349.38B
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Q: 2 part question:

What did you think of PLTR earnings?

Also, any thoughts on the NVDA news release?

Thank You

Upvote 0

Read Answer Asked by Ed on August 08, 2022

• NVIDIA Corporation (NVDA $191.13)
  • $191.13 P/E (TTM): 47.77X Cap: $4.64T
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Q: I just received an alert regarding preliminary results for 2nd quarter for NVDA. Not pretty. Sit tight or let it go?

Carl

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Read Answer Asked by Carl on August 08, 2022

• AbbVie Inc. (ABBV $223.01)
  • $223.01 P/E (TTM): 170.24X Cap: $394.14B
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• Eli Lilly and Company (LLY $1,037.15)
  • $1,037.15 P/E (TTM): 50.1X Cap: $980.50B
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• Pfizer Inc. (PFE $26.44)
  • $26.44 P/E (TTM): 15.37X Cap: $150.33B
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Q: Can you comment on the earnings and whether this pullback is a buying opportunity? My concern is that the stock has a premium valuation - would you have other suggestions you prefer in the health care space (pharma or otherwise)? Thanks

Upvote 0

Read Answer Asked by Michael on August 08, 2022

• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $92.13)
  • $92.13 P/E (TTM): 175.53X Cap: $27.23B
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• Realty Income Corporation (O $61.16)
  • $61.16 P/E (TTM): 56.63X Cap: $56.26B
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Q: What are your thoughts on Iron Mountain REIT? Stock has held up relatively well but I wonder if the dividend is covered - are there alternatives you would suggest? Thanks

Upvote 1

Read Answer Asked by Michael on August 08, 2022

• Crocs Inc. (CROX $83.92)
  • $83.92 P/E (TTM): 26.88X Cap: $4.35B
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• InMode Ltd. (INMD $15.71)
  • $15.71 Cap: $1.09B
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Q: i have fairly large positions in both companies.
inmode seems to move higher everyday with huge margins and crox after its earnings seems to be back on track. what is your opinion.dave

Upvote 0

Read Answer Asked by david on August 08, 2022

• Fluor Corporation (FLR $46.19)
  • $46.19 P/E (TTM): 2.38X Cap: $7.44B
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• NuScale Power Corporation Class A (SMR $17.48)
  • $17.48 Cap: $5.29B
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Q: What is your take on SMR? Still early days but future seems bright with the certification. Thanks

Upvote 0

Read Answer Asked by Ray on August 08, 2022

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Could you comment on Block earning? Would you step in at this level?
Thank you so much!
Have a nice weekend!

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Read Answer Asked by Yong Mei on August 08, 2022

• Alphabet Inc. (GOOG $338.53)
  • $338.53 P/E (TTM): 33.43X Cap: $4.07T
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• Microsoft Corporation (MSFT $430.29)
  • $430.29 P/E (TTM): 30.83X Cap: $3.19T
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• Constellation Software Inc. (CSU $2,512.96)
  • $2,512.96 P/E (TTM): 57.48X Cap: $53.25B
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• Enghouse Systems Limited (ENGH $18.71)
  • $18.71 P/E (TTM): 13.91X Cap: $1.02B
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• Alimentation Couche-Tard Inc. (ATD $70.84)
  • $70.84 P/E (TTM): 18.69X Cap: $65.58B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $107.33)
  • $107.33 P/E (TTM): 44.91X Cap: $12.38B
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• WELL Health Technologies Corp. (WELL $3.96)
  • $3.96 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

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Read Answer Asked by DAVID on August 08, 2022

• Macy's, Inc. (M $20.02)
  • $20.02 P/E (TTM): 11.78X Cap: $5.32B
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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 $16.70)
  • $16.70 Cap: $5.91B
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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 $45.71)
  • $45.71 P/E (TTM): 23.81X Cap: $3.69B
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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 $52.69)
  • $52.69 P/E (TTM): 10.69X Cap: $49.29B
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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 $22.13)
  • $22.13 P/E (TTM): 7.74X Cap: $14.95B
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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)
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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 $30.33)
  • $30.33 P/E (TTM): 35.92X Cap: $14.66B
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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