Investment Q&A

• Apple Inc. (AAPL $246.70)
  • $246.70 P/E (TTM): 34.25X Cap: $3.75T
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• Meta Platforms Inc. (META $604.12)
  • $604.12 P/E (TTM): 27.47X Cap: $1.56T
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• NVIDIA Corporation (NVDA $178.07)
  • $178.07 P/E (TTM): 46.21X Cap: $4.52T
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• Matterport Inc. (MTTR)
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Q: Which 3-4 companies would be best recommended to play the developing metaverse space?
Thanks
Dick

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Read Answer Asked by dick on November 20, 2021

• Affirm Holdings Inc. (AFRM $71.10)
  • $71.10 P/E (TTM): 113.27X Cap: $23.46B
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Q: Hi, could you please comment (and briefly explain) AFRM latest news on selling $1.25B (now 1.5B ?) of convertible senior notes in a private offering ? What is your opinion on that move and how this could affect latest stock momentum ?

Thank you,

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Read Answer Asked by Luc on November 19, 2021

• Gilead Sciences Inc. (GILD $124.14)
  • $124.14 P/E (TTM): 19.34X Cap: $154.97B
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• AbbVie Inc. (ABBV $214.04)
  • $214.04 P/E (TTM): 163.63X Cap: $378.83B
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• Duke Energy Corporation (Holding Company) (DUK $119.55)
  • $119.55 P/E (TTM): 18.82X Cap: $92.71B
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• Realty Income Corporation (O $61.62)
  • $61.62 P/E (TTM): 56.87X Cap: $56.50B
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• Verizon Communications Inc. (VZ $39.08)
  • $39.08 P/E (TTM): 8.31X Cap: $164.06B
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Q: Hi
I am looking for 5 US Income producing stocks to provide US funds to travel with. This will be long term investments, looking for low to moderate risk, good income stream and somewhat diversified although that's not a huge criterion.
Thank you, Len

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Read Answer Asked by Leonard on November 19, 2021

• Rollins Inc. (ROL $63.11)
  • $63.11 P/E (TTM): 58.63X Cap: $30.18B
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Q: What are thoughts on Rollins? Is it a long term hold? Any reason why it hasn't performed well this year? Could this company be a play on climate change.

Upvote 1

Read Answer Asked by Nick on November 19, 2021

• Balchem Corporation (BCPC $163.61)
  • $163.61 P/E (TTM): 37.0X Cap: $5.46B
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Q: Could I have your current view on this company please. I see there have been no questions since 2019. Thanks.

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Read Answer Asked by Jocelyne on November 19, 2021

• Cintas Corporation (CTAS $193.74)
  • $193.74 P/E (TTM): 43.43X Cap: $78.14B
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Q: What is your opinion of this company. It seems to be a solid hold. I rarely hear it mentioned.

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Read Answer Asked by David on November 19, 2021

• eBay Inc. (EBAY $90.70)
  • $90.70 P/E (TTM): 20.45X Cap: $42.04B
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• PayPal Holdings Inc. (PYPL $55.08)
  • $55.08 P/E (TTM): 11.45X Cap: $53.22B
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• Affirm Holdings Inc. (AFRM $71.10)
  • $71.10 P/E (TTM): 113.27X Cap: $23.46B
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Q: Is there an underlying reason for Paypals continuing slide? I was thinking it would be a good long term hold, but now having second thoughts
Thanks as always

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Read Answer Asked by steve on November 19, 2021

• Blackstone Inc. (BX $153.91)
  • $153.91 P/E (TTM): 46.85X Cap: $120.73B
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• Carlyle Group Inc (The) - Ordinary Shares (CG $61.81)
  • $61.81 P/E (TTM): 36.8X Cap: $23.65B
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Q: Considering taking a position in one of these two companies would appreciate your opinion on both and why you would choose one over the other.
Thanks John

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Read Answer Asked by John on November 19, 2021

• MarketAxess Holdings Inc. (MKTX $172.48)
  • $172.48 P/E (TTM): 29.89X Cap: $6.54B
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Q: MKTX has an attractive long term performance.
Why has MKTX gone down so much in 2021? In what market condition does it do well.
Thanks
Nick

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Read Answer Asked by Nick on November 19, 2021

• Amgen Inc. (AMGN $331.00)
  • $331.00 P/E (TTM): 25.51X Cap: $177.91B
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• Gilead Sciences Inc. (GILD $124.14)
  • $124.14 P/E (TTM): 19.34X Cap: $154.97B
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• Johnson & Johnson (JNJ $218.21)
  • $218.21 P/E (TTM): 21.11X Cap: $526.81B
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• Pfizer Inc. (PFE $25.52)
  • $25.52 P/E (TTM): 14.91X Cap: $145.83B
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• UnitedHealth Group Incorporated (DE) (UNH $338.43)
  • $338.43 P/E (TTM): 17.27X Cap: $299.85B
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• iShares Biotechnology ETF (IBB $170.72)
  • $170.72 P/E (TTM): 21.3X Cap: $8.53B
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• Vanguard Health Care ETF (VHT $289.36)
  • $289.36 P/E (TTM): 24.47X Cap: $17.31B
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• Moderna Inc. (MRNA $43.00)
  • $43.00 Cap: $16.34B
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Q: Hi can you recommend some healthcare etf funds that trade on the NYSE or NASDAQ, I need exposure in this sector, looking for:
1. Growth based funds with some dividend income
2. Dividend income with lower volatility

Thx!

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Read Answer Asked by Kimberely on November 19, 2021

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X
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Q: Regarding ATVI, If this drop continues would you step in at a certain price or is it low enough already that you are comfortable for a 5 year hold? Is there a price that screams out to you BUY!?

I feel the stock reaction is overblown not, to dismiss the issues at hand but I don’t feel anything has changed with the companies outlook long term with great gaming assets and the metaverse theme gaining traction moving forward.

Upvote 0

Read Answer Asked by Michael on November 19, 2021

• Amazon.com Inc. (AMZN $231.00)
  • $231.00 P/E (TTM): 33.77X Cap: $2.55T
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• Mastercard Incorporated (MA $531.74)
  • $531.74 P/E (TTM): 34.49X Cap: $484.45B
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• Visa Inc. (V $325.82)
  • $325.82 P/E (TTM): 32.19X Cap: $632.21B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.23)
  • $15.23 Cap: $2.06B
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• Celsius Holdings Inc. (CELH $56.69)
  • $56.69 P/E (TTM): 494.45X Cap: $14.61B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Upstart Holdings Inc. (UPST $44.61)
  • $44.61 P/E (TTM): 200.5X Cap: $4.33B
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• Affirm Holdings Inc. (AFRM $71.10)
  • $71.10 P/E (TTM): 113.27X Cap: $23.46B
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• Topicus.com Inc. (TOI $110.90)
  • $110.90 P/E (TTM): 947.46X Cap: $9.27B
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Q: Fire sale - V - 13 month low; MA just as bad; along with the rest of these. Do you think the people selling them have knowledge that we do not have and that is why they are selling these stocks. What is your take on what is happening? Thanks

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Read Answer Asked by Dennis on November 19, 2021

• Tesla Inc. (TSLA $419.25)
  • $419.25 P/E (TTM): 291.67X Cap: $1.39T
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• Fisker Inc. Class A (FSR)
  • Cap: $47M
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Q: I have a question about Fisker. Is this company a serious competitor for Tesla?

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Read Answer Asked by Valerie on November 19, 2021

• Reliance Inc. (RS $322.24)
  • $322.24 P/E (TTM): 23.48X Cap: $16.94B
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Q: Any reason for the drop yesterday? Do you still like RS going forward?

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Read Answer Asked by Jocelyne on November 18, 2021

• HIVE Digital Technologies Ltd. (HIVE $4.41)
  • $4.41 P/E (TTM): 29.05X Cap: $1.04B
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• Hut 8 Corp. (HUT $80.63)
  • $80.63 Cap: $8.87B
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• MARA Holdings Inc. (MARA $10.37)
  • $10.37 P/E (TTM): 5.26X Cap: $4.29B
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Q: I was wondering if you could comment on the latest earnings of Hive. To me it looked like it was better than Mara and HUT. Also two new facilities also should be commissioned soon. Should be able to increase their mining?

Your thoughts please.

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Read Answer Asked by Jimmy on November 18, 2021

• NVIDIA Corporation (NVDA $178.07)
  • $178.07 P/E (TTM): 46.21X Cap: $4.52T
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Q: Can you please comment on their earnings. Would you add to the position


Thanks for the great service

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Read Answer Asked by Hector on November 18, 2021

• Citigroup Inc. (C $112.80)
  • $112.80 P/E (TTM): 16.6X Cap: $211.20B
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Q: I don't understand why this bank is such a poor performer relative to its peers. It is understood that their ROA is low relative to other banks but this metric continues to improve. Is it time to give up on this stock?

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Read Answer Asked by Paul on November 18, 2021

• Amazon.com Inc. (AMZN $231.00)
  • $231.00 P/E (TTM): 33.77X Cap: $2.55T
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• Alphabet Inc. (GOOG $322.16)
  • $322.16 P/E (TTM): 32.61X Cap: $3.98T
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• NVIDIA Corporation (NVDA $178.07)
  • $178.07 P/E (TTM): 46.21X Cap: $4.52T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $200.06)
  • $200.06 P/E (TTM): 116.4X Cap: $278.66B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.23)
  • $15.23 Cap: $2.06B
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• Docebo Inc. (DCBO $26.31)
  • $26.31 P/E (TTM): 26.26X Cap: $756M
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• Topicus.com Inc. (TOI $110.90)
  • $110.90 P/E (TTM): 947.46X Cap: $9.27B
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Q: Please rate in order of long term potential. Thanks.

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Read Answer Asked by Steven on November 18, 2021

• MKS Inc. (MKSI $210.66)
  • $210.66 P/E (TTM): 49.39X Cap: $13.70B
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Q: Hi Team, Thoughts on the quarter from MKS please. I bought a small amount(1/3 position) based on the PHO acquisition, would you add here?
Thanks
Rob

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Read Answer Asked by Robert on November 18, 2021

• TTEC Holdings Inc. (TTEC $3.17)
  • $3.17 Cap: $158M
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Q: Thoughts on the quarter from TTEC. Market seems unimpressed as the stock is down 15% in the past week. What is the biggest concern? Is it a sell here in the mid-80's or has the market over reacted?

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Read Answer Asked by Robert on November 18, 2021