Investment Q&A

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC
• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
  • $14.39 P/E (TTM): 32.65X
  • View CJP Profile
  • View Questions on CJP
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $67.59)
  • $67.59 P/E (TTM): 32.77X Cap: $5.02B
  • View XQQ Profile
  • View Questions on XQQ
• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $52.51)
  • $52.51 P/E (TTM): 17.88X Cap: $733M
  • View XSU Profile
  • View Questions on XSU
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $46.17)
  • $46.17 P/E (TTM): 17.19X Cap: $634M
  • View VE Profile
  • View Questions on VE
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $48.18)
  • $48.18 P/E (TTM): 6.04X Cap: $4B
  • View VEE Profile
  • View Questions on VEE
• Vanguard S&P 500 Index ETF (VFV $174.29)
  • $174.29 P/E (TTM): 26.01X Cap: $30.35B
  • View VFV Profile
  • View Questions on VFV
• State Street SPDR S&P 500 ETF Trust (SPY $720.65)
  • $720.65 P/E (TTM): 25.73X Cap: $735.87B
  • View SPY Profile
  • View Questions on SPY
• Vanguard Total International Stock (VXUS $82.97)
  • $82.97 P/E (TTM): 10.89X Cap: $146.93B
  • View VXUS Profile
  • View Questions on VXUS
• Vanguard Total Stock Market ETF (VTI $355.29)
  • $355.29 P/E (TTM): 25.59X Cap: $591.54B
  • View VTI Profile
  • View Questions on VTI

Q: Good afternoon, Please recommend your 3 favourite international equity ETFs (without US holdings) and your 3 favourite US market ETFs. I already own QQQ which represents approx. 10% of my RRSP (in US dollars). Further, what are your thoughts on investing in the US market in US dollars (converted using Norbert Gambit) vs. Cnd. dollars? Is there an approach which has generated better results? Thank you.

Upvote 9

Read Answer Asked by bernie on June 07, 2024

• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.28X Cap: $126.10B
  • View VRT Profile
  • View Questions on VRT

Q: Down again on big volume today. Any idea why? Does it have to do with competition from HPE? With a stock like this still being up a ton I worry about how much further it can fall before it finds a bottom. Do you have confidence in holding? Thanks.

Upvote 9

Read Answer Asked by Jason on June 07, 2024

• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.28X Cap: $126.10B
  • View VRT Profile
  • View Questions on VRT

Q: Where do you feel a good support level will be for VRT?

Upvote 4

Read Answer Asked by Gary on June 07, 2024

• Dell Technologies Inc. Class C (DELL $210.17)
  • $210.17 P/E (TTM): 24.21X Cap: $135.71B
  • View DELL Profile
  • View Questions on DELL
• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.28X Cap: $126.10B
  • View VRT Profile
  • View Questions on VRT

Q: Vertiv Holdings Co dropped over 9% today. What do you think may have contributed to the drop? Do you this stock is still a good buy at these prices?

Thanks

Upvote 5

Read Answer Asked by Robert on June 07, 2024

• BMO S&P 500 Index ETF (ZSP $107.61)
  • $107.61 P/E (TTM): 25.58X Cap: $22.44B
  • View ZSP Profile
  • View Questions on ZSP
• Global X S&P 500 Index Corporate Class ETF (HXS $101.67)
  • $101.67 Cap: $6.20B
  • View HXS Profile
  • View Questions on HXS
• Vanguard Dividend Appreciation FTF (VIG $228.44)
  • $228.44 P/E (TTM): 24.38X Cap: $105.68B
  • View VIG Profile
  • View Questions on VIG
• State Street SPDR S&P 500 ETF Trust (SPY $720.65)
  • $720.65 P/E (TTM): 25.73X Cap: $735.87B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $674.15)
  • $674.15 P/E (TTM): 33.49X Cap: $441.87B
  • View QQQ Profile
  • View Questions on QQQ
• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $108.29)
  • $108.29 P/E (TTM): 33.18X Cap: $1.51B
  • View HXQ Profile
  • View Questions on HXQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $121.67)
  • $121.67 P/E (TTM): 32.59X Cap: $2.05B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: If using your balanced portfolio as my canadian content for an equity portfolio could you please recommend some equity etfs for ex canadian content and what % would be canadian of the total portfolio? I was thinking 40% and 60% outside canada

Thx

Upvote 7

Read Answer Asked by blake on June 06, 2024

• Heico Corporation (HEI $268.34)
  • $268.34 P/E (TTM): 53.03X Cap: $37.43B
  • View HEI Profile
  • View Questions on HEI

Q: I have held Heico for 4 years. I am up 168% over that time. HEI hit another high today. CFRA has a SELL on the stock. Do you think this is based on valuation or due to its long run-up? I have been trimming on the way up.

Thanks very much.

Mike

Upvote 2

Read Answer Asked by Michael on June 06, 2024

• Paycom Software Inc. (PAYC $131.96)
  • $131.96 P/E (TTM): 16.33X Cap: $6.29B
  • View PAYC Profile
  • View Questions on PAYC

Q: I keep holding and waiting expecting this to turn around. I only see positives with their fundamentals and management seems stable. With the economy and jobs staying pretty hot I can’t explain this one. What am I missing? Should I be accumulating this one?

Upvote 3

Read Answer Asked by Cameron on June 06, 2024

• CrowdStrike Holdings Inc. (CRWD $455.64)
  • $455.64 Cap: $115.55B
  • View CRWD Profile
  • View Questions on CRWD

Q: Can you comment on Crowdstrike’s recent earnings. It seems to be the best performer of its peers. What does the current valuation look like compared to its historical averages?

Upvote 10

Read Answer Asked by Matthew on June 06, 2024

• Intel Corporation (INTC $99.62)
  • $99.62 Cap: $500.69B
  • View INTC Profile
  • View Questions on INTC
• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $360.54)
  • $360.54 P/E (TTM): 136.05X Cap: $587.80B
  • View AMD Profile
  • View Questions on AMD

Q: Hi, Is too early to bet on INTC after their new AI chip announcement? What would be a good wait-and-see period?

Upvote 7

Read Answer Asked by Denise on June 06, 2024

• Snowflake Inc. (SNOW $141.00)
  • $141.00 Cap: $48.74B
  • View SNOW Profile
  • View Questions on SNOW

Q: Hi,

What is your opinion of SNOW ? If you like it, is this an entry point as the momentum is against it.

Upvote 2

Read Answer Asked by Rajiv on June 06, 2024

Q: Hi Peter and Staff

May I have the returns including dividends January 1/24 to May 31/24 for

-TSX
-s&P 500
-Nasdaq

Thanks for all you do
Dennis

Upvote 1

Read Answer Asked by Dennis on June 06, 2024

• Altria Group Inc. (MO $74.55)
  • $74.55 P/E (TTM): 18.09X Cap: $124.49B
  • View MO Profile
  • View Questions on MO
• Philip Morris International Inc (PM $166.38)
  • $166.38 P/E (TTM): 22.92X Cap: $259.31B
  • View PM Profile
  • View Questions on PM
• Energy Transfer LP (ET $19.94)
  • $19.94 P/E (TTM): 16.48X Cap: $68.59B
  • View ET Profile
  • View Questions on ET
• British American Tobacco p.l.c. (BTI $58.71)
  • $58.71 P/E (TTM): 31.83X Cap: $128.23B
  • View BTI Profile
  • View Questions on BTI

Q: Hi, I want to add a high dividend stock to my USD portfolio. Do you have any suggestions?

Upvote 4

Read Answer Asked by Rachel on June 06, 2024

• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
  • View NVDA Profile
  • View Questions on NVDA

Q: Would you start a full position today on NVDA, can it reach $US 2,000 this year.

Upvote 10

Read Answer Asked by Fernando on June 06, 2024

• Booking Holdings Inc. (BKNG $169.63)
  • $169.63 P/E (TTM): 1.02X Cap: $131.44B
  • View BKNG Profile
  • View Questions on BKNG
• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.16X
  • View STLC Profile
  • View Questions on STLC
• Crocs Inc. (CROX $103.88)
  • $103.88 Cap: $5.16B
  • View CROX Profile
  • View Questions on CROX
• Churchill Downs Incorporated (CHDN $98.65)
  • $98.65 P/E (TTM): 18.17X Cap: $6.87B
  • View CHDN Profile
  • View Questions on CHDN
• PDD Holdings Inc. (PDD $99.72)
  • $99.72 P/E (TTM): 8.96X Cap: $141.94B
  • View PDD Profile
  • View Questions on PDD
• Coinbase Global Inc (COIN $191.25)
  • $191.25 P/E (TTM): 42.98X Cap: $50.37B
  • View COIN Profile
  • View Questions on COIN
• Arhaus Inc. (ARHS $7.58)
  • $7.58 P/E (TTM): 15.79X Cap: $1.07B
  • View ARHS Profile
  • View Questions on ARHS
• CAVA Group Inc. (CAVA $90.98)
  • $90.98 P/E (TTM): 168.48X Cap: $10.59B
  • View CAVA Profile
  • View Questions on CAVA

Q: Hi team,

I sent the following question last week and have not seen any reply yet. Did you receive it ?

Here is the question.

Which are your favorite cyclical stocks presently, Cdian and U.S., for strong growth in a TFSA ? Could you comment at the same time on CAVA-N, COIN-Q and PDD-Q ?

Gratefully,

Jacques IDS

Upvote 6

Read Answer Asked by Jacques on June 06, 2024

• Stitch Fix Inc. (SFIX $3.79)
  • $3.79 Cap: $517M
  • View SFIX Profile
  • View Questions on SFIX

Q: May we please have your analysis of the Q4 results and future prospects. Thanks.

Upvote 1

Read Answer Asked by Barbara on June 06, 2024

• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
  • View NVDA Profile
  • View Questions on NVDA

Q: when is the 4 for 1 split happening?

Upvote 6

Read Answer Asked by Stephen on June 06, 2024

• Simplify Volatility Premium ETF (SVOL $15.86)
  • $15.86 P/E (TTM): 3.61X Cap: $236M
  • View SVOL Profile
  • View Questions on SVOL

Q: What do you think of SVOL for income generation? It seems like the etf is doing what it's designed to do and prices have leveled out since initial offering. What's the biggest risk with holding this wtf?

Upvote 1

Read Answer Asked by Shawn on June 06, 2024

• Eaton Corporation PLC (ETN $425.55)
  • $425.55 P/E (TTM): 40.72X Cap: $165.10B
  • View ETN Profile
  • View Questions on ETN
• Powell Industries Inc. (POWL $275.33)
  • $275.33 P/E (TTM): 17.88X Cap: $9.30B
  • View POWL Profile
  • View Questions on POWL
• Constellation Energy Corporation (CEG $307.81)
  • $307.81 P/E (TTM): 41.6X Cap: $96.43B
  • View CEG Profile
  • View Questions on CEG
• GE Vernova Inc. (GEV $1,062.95)
  • $1,062.95 P/E (TTM): 60.09X Cap: $285.63B
  • View GEV Profile
  • View Questions on GEV

Q: Though different, of these three companies, which would likely have a better run in the electrification theme? Are there better US plays on the theme?
With many thanks.

Upvote 6

Read Answer Asked by David C. on June 06, 2024

• Chipotle Mexican Grill Inc. (CMG $32.98)
  • $32.98 P/E (TTM): 28.93X Cap: $42.30B
  • View CMG Profile
  • View Questions on CMG

Q: Hi 5i, Would you buy chipotle before the split 50-to-1 (Need to hold shares in the company by the end of the trading on June 18) , is there an advantage ? why ?
Thanks

Upvote 2

Read Answer Asked by Fernando on June 05, 2024

• Hewlett Packard Enterprise Company (HPE $28.57)
  • $28.57 Cap: $37.90B
  • View HPE Profile
  • View Questions on HPE
• Super Micro Computer Inc. (SMCI $27.09)
  • $27.09 P/E (TTM): 19.92X Cap: $16.22B
  • View SMCI Profile
  • View Questions on SMCI
• Dell Technologies Inc. Class C (DELL $210.17)
  • $210.17 P/E (TTM): 24.21X Cap: $135.71B
  • View DELL Profile
  • View Questions on DELL
• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.28X Cap: $126.10B
  • View VRT Profile
  • View Questions on VRT

Q: In many of your answers regarding the AI phenomenon, SMCI used to pop up along with VRT. VRT has hung in there very nicely, but SMCI is struggling near a 60% haircut from its peak. From your last comment on May23, you advise to keep both eyes on it, but I,m wondering if some compitition is affecting the company. Who are its closest competitors? How did the last quarter report compare to the previous 7 quarters, and would that explain the current negative momentum? What should the next report show that would give me comfort to hang in there?

Thanks, Lionel

Upvote 6

Read Answer Asked by Lionel on June 05, 2024