Investment Q&A

• Gilead Sciences Inc. (GILD $138.11)
  • $138.11 P/E (TTM): 20.64X Cap: $173.96B
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• AbbVie Inc. (ABBV $202.07)
  • $202.07 P/E (TTM): 88.49X Cap: $365.58B
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• Duke Energy Corporation (Holding Company) (DUK $132.50)
  • $132.50 P/E (TTM): 20.99X Cap: $102.25B
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• KeyCorp (KEY $20.56)
  • $20.56 P/E (TTM): 13.38X Cap: $22.16B
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• Realty Income Corporation (O $61.90)
  • $61.90 P/E (TTM): 53.17X Cap: $57.65B
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• Ventas Inc. (VTR $83.34)
  • $83.34 P/E (TTM): 154.2X Cap: $39.43B
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• Verizon Communications Inc. (VZ $48.97)
  • $48.97 P/E (TTM): 12.17X Cap: $207.29B
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• Lazard Inc. (LAZ $41.24)
  • $41.24 P/E (TTM): 18.6X Cap: $4.63B
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Q: Top USD stocks for dividend income please. Thanks.

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Read Answer Asked by Peter on November 03, 2021

• PayPal Holdings Inc. (PYPL $44.97)
  • $44.97 P/E (TTM): 8.38X Cap: $41.87B
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• Mastercard Incorporated (MA $497.22)
  • $497.22 P/E (TTM): 29.87X Cap: $447.24B
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• Visa Inc. (V $302.13)
  • $302.13 P/E (TTM): 28.24X Cap: $581.18B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Upstart Holdings Inc. (UPST $26.46)
  • $26.46 P/E (TTM): 60.9X Cap: $2.63B
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• Affirm Holdings Inc. (AFRM $47.50)
  • $47.50 P/E (TTM): 55.8X Cap: $16.13B
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Q: Looking to put some money into fintech space which company or ETF would you recommend

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Read Answer Asked by mike on November 03, 2021

• NVIDIA Corporation (NVDA $174.81)
  • $174.81 P/E (TTM): 36.2X Cap: $4.31T
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Q: Is there a preferred account within which to hold NVDA?

Thanks
Robert

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Read Answer Asked by Robert on November 03, 2021

• WeWork Inc - Class A (WE $46.61)
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Q: Thoughts on we work with more companies using a hybrid working moving forward?

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Read Answer Asked by mike on November 03, 2021

• Fidelity National Information Services Inc. (FIS $46.12)
  • $46.12 P/E (TTM): 63.76X Cap: $24.01B
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Q: Hi, the stock as well as competitors FISV and especially GPN are all significantly down and I can't find news that would justify the move. Any idea? Is there an opportunity on FIS which seems to be a quality company in a growing industry ?
Thank you.

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Read Answer Asked by anthony on November 03, 2021

• Twilio Inc. Class A (TWLO $132.53)
  • $132.53 P/E (TTM): 654.75X Cap: $19.92B
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• Energy Fuels Inc. (EFR $23.99)
  • $23.99 Cap: $6B
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• Energy Fuels Inc (UUUU $17.21)
  • $17.21 Cap: $4.42B
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Q: EFR just reported their earnings, how was it? any upside left in share price?

TWLO is keeping going down, buy more, hold or sell?

As always many thanks!

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Read Answer Asked by Lin on November 03, 2021

• Match Group Inc. (MTCH $31.72)
  • $31.72 P/E (TTM): 13.21X Cap: $7.47B
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Q: Please provide your assessment of the last quarter. This has been an underperformer for the past 6 months now, selling off at every quarterly report.

Do you still believe in the company? I hold a fairly sizeable position (5%). Would you buy sell or hold ?
Thank you

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Read Answer Asked by Karim on November 03, 2021

• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• AECOM (ACM $84.01)
  • $84.01 P/E (TTM): 28.62X Cap: $11.08B
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• Jacobs Solutions Inc. (J $127.53)
  • $127.53 P/E (TTM): 34.69X Cap: $15.03B
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Q: Biden seems to be making a push to finance and enhance infrastructure support in developing nations to counteract China’s Belt and Road Initiative. Thoughts on which North American companies would benefit from such a build-out?

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Read Answer Asked by John on November 03, 2021

• Bausch Health Companies Inc. (BHC $5.24)
  • $5.24 P/E (TTM): 12.44X Cap: $2.06B
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Q: Please comment on Bausch's earings. What do you think is the outlook of this stock from a long-term perspective? Thank you for your great service.

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Read Answer Asked by David on November 03, 2021

• Digital Turbine Inc. (APPS $2.95)
  • $2.95 Cap: $363M
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Q: Hi,

Can you please comment on APPS recent quarter and business outlook. Would you be comfortable initiating a position at the current share price?

Thank you,

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Read Answer Asked by Luc on November 03, 2021

• Steel Dynamics Inc. (STLD $177.18)
  • $177.18 P/E (TTM): 22.5X Cap: $25.54B
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Q: May I have your opinion on this for my US portolio

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Read Answer Asked by Susan and Philip on November 03, 2021

• Amazon.com Inc. (AMZN $210.04)
  • $210.04 P/E (TTM): 29.26X Cap: $2.28T
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• Tesla Inc. (TSLA $338.79)
  • $338.79 P/E (TTM): 333.88X Cap: $1.32T
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Q: Rivian, which doesn't have any vehicles on the road yet, is seen as a potential competitor to Tesla. Can you provide an opinion on the Amazon backed EV company Rivian Automotive given their IPO next week and target of $60B valuation? Do you suggest that one take position in this company given they are an alternative to other EV companies?

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Read Answer Asked by Ronnie on November 03, 2021

• Clean Energy Fuels Corp. (CLNE $2.52)
  • $2.52 Cap: $546M
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• FuelCell Energy Inc. (FCEL $6.24)
  • $6.24 Cap: $317M
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Q: Both Fuel Cell and Clean Energy have had a resurgence as of late. Could you comment on both and also which of the two might be the better for growth going forward? Thnks Dennis

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Read Answer Asked by Dennis on November 03, 2021

• Apple Inc. (AAPL $247.61)
  • $247.61 P/E (TTM): 32.39X Cap: $3.80T
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• Starbucks Corporation (SBUX $94.09)
  • $94.09 P/E (TTM): 75.31X Cap: $107.97B
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• AbbVie Inc. (ABBV $202.07)
  • $202.07 P/E (TTM): 88.49X Cap: $365.58B
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Q: Which has the most potential for outsized capital appreciation over the next one/two years. In your response, pls state whether this is based on favourable forward earnings multiples or if because the subject has been unfairly punished by the market (aapl, sbux for eg)

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Read Answer Asked by Harry on November 03, 2021

• Magna International Inc. (MG $74.83)
  • $74.83 P/E (TTM): 19.12X Cap: $21.44B
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• Lithium Americas Corp. (LAC $5.50)
  • $5.50 Cap: $1.76B
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• Sociedad Quimica y Minera S.A. (SQM $79.57)
  • $79.57 P/E (TTM): 34.67X Cap: $22.97B
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• Blink Charging Co. (BLNK $0.56)
  • $0.56 Cap: $82M
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Q: What would your top 3 stocks be to capitalize on the apparent trend in EV's. Looking for companies that supply to the automotive industry, parts or underlying resources such as lithium.

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Read Answer Asked by JAMES on November 03, 2021

• S&P Global Inc. (SPGI $429.46)
  • $429.46 P/E (TTM): 29.43X Cap: $131.59B
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Q: I understand that a few different law firms have initiated legal action against this company. I own shares in SPGI. Should I be concerned? Thank You.

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Read Answer Asked by Brian on November 02, 2021

• ChargePoint Holdings Inc. (CHPT $4.78)
  • $4.78 Cap: $120M
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Q: Can u give an opinion on chpt for 2-3 year hold as a possible buy
Your past view seems to be more of a wait and see
Seems there will be increased demand for this service as ev vehicles grow
Thanks

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Read Answer Asked by Indra on November 02, 2021

Q: Could you give me your opinion on Centrus Energy, LEU.NYSE, a smaller uranium play that seems to be doing rather well, if you can believe the share price.

Thanks

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Read Answer Asked by Greg on November 02, 2021

• Zillow Group Inc. (Z $40.53)
  • $40.53 P/E (TTM): 451.56X Cap: $9.70B
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• Opendoor Technologies Inc (OPEN $4.43)
  • $4.43 Cap: $4.41B
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Q: Why did OPEN tumble this morning? Should I be concerned?

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Read Answer Asked by Michelle on November 02, 2021

• NVIDIA Corporation (NVDA $174.81)
  • $174.81 P/E (TTM): 36.2X Cap: $4.31T
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• CrowdStrike Holdings Inc. (CRWD $400.98)
  • $400.98 Cap: $101.09B
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Q: These two still look good for tech exposure, with the caveat that they are higher risk?

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Read Answer Asked by Robert on November 02, 2021