Investment Q&A

• AbbVie Inc. (ABBV $223.43)
  • $223.43 P/E (TTM): 165.73X Cap: $387.09B
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY $1,058.18)
  • $1,058.18 P/E (TTM): 54.16X Cap: $1T
  • View LLY Profile
  • View Questions on LLY
• Pfizer Inc. (PFE $27.22)
  • $27.22 P/E (TTM): 15.57X Cap: $150.61B
  • View PFE Profile
  • View Questions on PFE

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 $95.78)
  • $95.78 P/E (TTM): 169.94X Cap: $28.31B
  • View IRM Profile
  • View Questions on IRM
• Realty Income Corporation (O $63.23)
  • $63.23 P/E (TTM): 57.83X Cap: $58.28B
  • View O Profile
  • View Questions on O

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 $85.81)
  • $85.81 P/E (TTM): 28.26X Cap: $4.38B
  • View CROX Profile
  • View Questions on CROX
• InMode Ltd. (INMD $15.08)
  • $15.08 Cap: $1.04B
  • View INMD Profile
  • View Questions on INMD

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 $46.92)
  • $46.92 P/E (TTM): 2.31X Cap: $7.56B
  • View FLR Profile
  • View Questions on FLR
• NuScale Power Corporation Class A (SMR $17.53)
  • $17.53 Cap: $5.30B
  • View SMR Profile
  • View Questions on SMR

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
  • View SQ Profile
  • View Questions on SQ

Q: Could you comment on Block earning? Would you step in at this level?
Thank you so much!
Have a nice weekend!

Upvote 0

Read Answer Asked by Yong Mei on August 08, 2022

• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 29.46X Cap: $2.97T
  • View MSFT Profile
  • View Questions on MSFT
• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Alimentation Couche-Tard Inc. (ATD $78.74)
  • $78.74 P/E (TTM): 20.74X Cap: $72.27B
  • View ATD Profile
  • View Questions on ATD
• Aritzia Inc. Subordinate Voting Shares (ATZ $112.56)
  • $112.56 P/E (TTM): 47.6X Cap: $12.64B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• WELL Health Technologies Corp. (WELL $4.05)
  • $4.05 Cap: $992M
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

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 $22.70)
  • $22.70 P/E (TTM): 12.77X Cap: $6.03B
  • View M Profile
  • View Questions on M

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 !!

Upvote 0

Read Answer Asked by JAMES on August 08, 2022

• Bausch + Lomb Corporation (BLCO $17.00)
  • $17.00 Cap: $5.81B
  • View BLCO Profile
  • View Questions on BLCO

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.

Upvote 0

Read Answer Asked by John on August 08, 2022

• YETI Holdings Inc. (YETI $47.15)
  • $47.15 P/E (TTM): 24.69X Cap: $3.55B
  • View YETI Profile
  • View Questions on YETI

Q: Hello again your thought please on Yeti

Upvote 0

Read Answer Asked by George on August 08, 2022

• PayPal Holdings Inc. (PYPL $40.42)
  • $40.42 P/E (TTM): 8.26X Cap: $36.73B
  • View PYPL Profile
  • View Questions on PYPL
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Pinterest Inc. Class A (PINS $19.60)
  • $19.60 P/E (TTM): 6.69X Cap: $13.24B
  • View PINS Profile
  • View Questions on PINS

Q: What order would you currently buy PINS, PYPL and SQ ? Would you avoid any of them ? Thank you.

Upvote 0

Read Answer Asked by Paul on August 08, 2022

• Twitter Inc. (TWTR)
  • View TWTR Profile
  • View Questions on TWTR

Q: What do you make of the current arbitrage on twitter?

Upvote 0

Read Answer Asked by Mark on August 08, 2022

• The Trade Desk Inc. (TTD $27.04)
  • $27.04 P/E (TTM): 31.34X Cap: $12.68B
  • View TTD Profile
  • View Questions on TTD
• Digital Turbine Inc. (APPS $4.15)
  • $4.15 Cap: $497M
  • View APPS Profile
  • View Questions on APPS

Q: If you owned both but had to let one go, which one would it be?

Upvote 0

Read Answer Asked by William Ross on August 08, 2022

• Moderna Inc. (MRNA $41.01)
  • $41.01 Cap: $15.96B
  • View MRNA Profile
  • View Questions on MRNA
• BioNTech SE (BNTX $106.62)
  • $106.62 Cap: $25.58B
  • View BNTX Profile
  • View Questions on BNTX

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.

Upvote 0

Read Answer Asked by Ian on August 08, 2022

• Zoetis Inc. Class A (ZTS $127.42)
  • $127.42 P/E (TTM): 21.33X Cap: $56.15B
  • View ZTS Profile
  • View Questions on ZTS

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.

Upvote 0

Read Answer Asked by Brian on August 07, 2022

• Aptiv PLC (APTV $82.38)
  • $82.38 P/E (TTM): 60.46X Cap: $17.22B
  • View APTV Profile
  • View Questions on APTV

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 $210.32)
  • $210.32 P/E (TTM): 32.91X Cap: $2.38T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
  • View GOOG Profile
  • View Questions on GOOG
• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Open Text Corporation (OTEX $34.26)
  • $34.26 P/E (TTM): 12.08X Cap: $8.63B
  • View OTEX Profile
  • View Questions on OTEX

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

Upvote 0

Read Answer Asked by Richard on August 05, 2022

• Moderna Inc. (MRNA $41.01)
  • $41.01 Cap: $15.96B
  • View MRNA Profile
  • View Questions on MRNA

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?

Upvote 0

Read Answer Asked by alex on August 05, 2022

• Alteryx Inc. Class A (AYX)
  • View AYX Profile
  • View Questions on AYX

Q: Do you have any quick updates ? It jumped 20% on 3 Aug. Thanks

Upvote 0

Read Answer Asked by TOM on August 05, 2022

• Fortinet Inc. (FTNT $82.76)
  • $82.76 P/E (TTM): 33.38X Cap: $58.69B
  • View FTNT Profile
  • View Questions on FTNT

Q: Do you think that FTNT's Q2 warrants a 14% stock price reduction?

Upvote 0

Read Answer Asked by sandy on August 05, 2022

• Crocs Inc. (CROX $85.81)
  • $85.81 P/E (TTM): 28.26X Cap: $4.38B
  • View CROX Profile
  • View Questions on CROX

Q: Any thoughts on earnings? Does this change the long term outlook at all?
Thank-you.

Upvote 0

Read Answer Asked by Alex on August 05, 2022