Investment Q&A

• Costco Wholesale Corporation (COST $874.41)
  • $874.41 P/E (TTM): 63.78X Cap: $387.52B
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• Walmart Inc. (WMT $113.18)
  • $113.18 P/E (TTM): 43.26X Cap: $902.06B
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• Air Canada Voting and Variable Voting Shares (AC $18.25)
  • $18.25 Cap: $5.40B
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• BRP Inc. Subordinate Voting Shares (DOO $104.29)
  • $104.29 Cap: $7.65B
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• Magna International Inc. (MG $70.56)
  • $70.56 P/E (TTM): 13.32X Cap: $19.88B
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• lululemon athletica inc. (LULU $187.62)
  • $187.62 P/E (TTM): 12.44X Cap: $21.28B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $115.72)
  • $115.72 P/E (TTM): 48.19X Cap: $13.34B
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• Celsius Holdings Inc. (CELH $44.28)
  • $44.28 P/E (TTM): 392.82X Cap: $11.41B
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Q: Thanks for the great service. I feel like I have become too heavy on tech and healthcare and not well-diversified globally. Can you suggest some small and large caps that you would buy today?

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Read Answer Asked by kevin on February 10, 2021

Q: GMDA Positive results ! Have a Jumbo position. Sell or Hold ? Thanks

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Read Answer Asked by Kamal on February 10, 2021

• Twitter Inc. (TWTR)
  • Cap: $41.09B
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Q: Could you please comment on their results and outlook.
Would you add to existing position?

Thanks,
Milan

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Read Answer Asked by Milan on February 10, 2021

• Lumen Technologies Inc. (LUMN $8.69)
  • $8.69 Cap: $8.58B
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Q: Hi, what are your thoughts on LUMN? Thanks.

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Read Answer Asked by Izhak on February 10, 2021

• Sachem Capital Corp. (SACH $1.12)
  • $1.12 Cap: $51M
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Q: Good day your thoughts on SACH

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Read Answer Asked by George on February 10, 2021

• Clean Energy Fuels Corp. (CLNE $2.32)
  • $2.32 Cap: $502M
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• Boston Omaha Corporation Class A (BOMN)
  • P/E (TTM): 8.0X Cap: $763M
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• Twist Bioscience Corporation (TWST $32.78)
  • $32.78 Cap: $2B
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• Butterfly Network Inc Cl A (LGVW)
  • P/E (TTM): -3021.0X Cap: $1.19B
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• GoodRx Holdings Inc. (GDRX $2.79)
  • $2.79 P/E (TTM): 31.03X Cap: $947M
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• QuantumScape Corporation Class A (QS $12.47)
  • $12.47 Cap: $7.49B
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Q: I watched a presentation on Saturday where analysts fielded audience company suggestions and whittled them down to a few that they felt could 10 X in a reasonable time frame. I am wondering if you can look at this six and rank based on potential? For the top two, it would be great if you can discuss the TAM, impact of market value and shares outstanding, if they are solving a new problem/creating a new market and quality of management. Basically, why those two?
Longview Acquisition Corp
Good RX
Boston Omaha
Quantumscape
Clean Energy Services
Twist Biosciences

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Read Answer Asked by Tim on February 10, 2021

• MKS Inc. (MKSI $167.88)
  • $167.88 P/E (TTM): 40.0X Cap: $11.27B
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Q: Hello,

MKSI had a nice earning report last week, also raised earning guidance for next one. Why the stock dropped meaningfully recently? I have a 2% position, should I hold, sell or buy more? Thanks.
Lin

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Read Answer Asked by Lin on February 10, 2021

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Please comment on AYX earning. Thanks

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Read Answer Asked by Esther on February 10, 2021

• Cisco Systems Inc. (CSCO $80.25)
  • $80.25 P/E (TTM): 30.7X Cap: $317.07B
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• Microsoft Corporation (MSFT $478.56)
  • $478.56 P/E (TTM): 34.99X Cap: $3.55T
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• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.7X Cap: $4.46T
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• QUALCOMM Incorporated (QCOM $182.21)
  • $182.21 P/E (TTM): 35.13X Cap: $195.14B
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Q: I have held Cisco for 5 years -up about 50% plus dividends. I am thinking about exiting it for a more interesting stable growth story in the hardware/software business. Qcom is one idea but would appreciate any other ideas or should i just hold on to Cisco for any future growth and the dividend?
thanks
Kevin

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Read Answer Asked by Kevin on February 10, 2021

• Quanta Services Inc. (PWR $462.21)
  • $462.21 P/E (TTM): 67.85X Cap: $68.92B
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• Cameco Corporation (CCO $129.34)
  • $129.34 P/E (TTM): 106.88X Cap: $56.31B
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• BWX Technologies Inc. (BWXT $179.65)
  • $179.65 P/E (TTM): 55.36X Cap: $16.42B
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Q: Besides CCO or Uranium in general, what might be some other equities to gain exposure to a potential resurgence in clean nuclear energy?

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Read Answer Asked by Tony on February 10, 2021

• Apple Inc. (AAPL $278.78)
  • $278.78 P/E (TTM): 37.06X Cap: $4.11T
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Q: Has Apple said they are building a car or is this only a rumour. If true would Magna not be a better partner than Kia or others ?
If this was to be true any idea if this moves the stock price of each meaningfully ?
I hear of another rumour Apple may get into crypto, if this happens both crypto and Apple stock goes much higher. If Musk was able to move the needle this week, I am guessing Apple would move it much more, please comment ?
Thanks

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Read Answer Asked by Luc on February 10, 2021

Q: Just wondering if you have any thoughts in regard to the possible Star Link IPO that Elon Musk is thinking about?

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Read Answer Asked by Donald on February 10, 2021

• Thermo Fisher Scientific Inc (TMO $573.81)
  • $573.81 P/E (TTM): 32.53X Cap: $215.58B
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Q: TMO is a company I’ve always admired and I see it’s back to November levels. Is it an opportunity here or has an issue arisen? If good, is it a worthy compliment to ABT and ABBV which I own in the health care sector? Thanks

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Read Answer Asked by Michael on February 10, 2021

• Kopin Corporation (KOPN $2.66)
  • $2.66 Cap: $491M
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Q: Hi. What are your thoughts on the companies mentioned above? Would you consider any of them a buy today?

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Read Answer Asked by TRINA on February 10, 2021

• iShares Russell 2000 Growth ETF (IWO $334.44)
  • $334.44 P/E (TTM): 23.55X Cap: $13.54B
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• iShares Russell 2000 Value ETF (IWN $187.68)
  • $187.68 P/E (TTM): 14.33X Cap: $12.23B
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Q: Which is the best way to play the Russell 2000? Thanks!

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Read Answer Asked by Austin on February 10, 2021

• Adobe Inc. (ADBE $343.13)
  • $343.13 P/E (TTM): 22.09X Cap: $143.63B
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• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.7X Cap: $4.46T
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• Salesforce Inc. (CRM $264.20)
  • $264.20 P/E (TTM): 37.94X Cap: $247.55B
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• Vanguard Information Technology ETF (VGT $779.16)
  • $779.16 P/E (TTM): 36.27X Cap: $112.04B
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• VanEck Vectors Semiconductor ETF (SMH $374.10)
  • $374.10 P/E (TTM): 28.66X Cap: $37.94B
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Q: Seems bewildering to choose among so many types of Tech stocks. Looking for 3 names...would CRM, ADBE or any others you would suggest be worthy at today’s values or should I just run to the SMH ETF? Help and thanks!

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Read Answer Asked by Michael on February 10, 2021

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.7X Cap: $4.46T
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Q: What entry price would you recommend for NVDA?

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Read Answer Asked by Robert on February 09, 2021

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.7X Cap: $4.46T
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• CrowdStrike Holdings Inc. (CRWD $519.54)
  • $519.54 Cap: $130.97B
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Q: I am looking at adding to our TFSA accounts - I know you like CRWD and NVDA - but which one would you add now - for growth.
Thanks

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Read Answer Asked by JOHN on February 09, 2021

• PayPal Holdings Inc. (PYPL $61.16)
  • $61.16 P/E (TTM): 12.23X Cap: $57.22B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Amplify Blockchain Technology ETF (BLOK $63.60)
  • $63.60 P/E (TTM): 25.15X Cap: $1.22B
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• Strategy Inc (MSTR $184.64)
  • $184.64 P/E (TTM): 17.29X Cap: $53.05B
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Q: I took a position in BLOK:US on the recommendation of a contributor to your Canadian Money Magaine (BTW I give each of my three children a subscription for Christmas becasue it is simply the best financial advice product anywhere). The thesis of the nvestment was to participate in AI for the future. I put it away as a long term investment. BLOK has been showing extraordianary growth lately. I'm not sure why? Is there a specific reason? Is it a long term hold or a sell opportunity? David

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Read Answer Asked by David on February 09, 2021

• Vanguard S&P 500 Index ETF (VFV $168.85)
  • $168.85 P/E (TTM): 27.07X Cap: $27.74B
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• iShares Core S&P Total U.S. Stock Market ETF (ITOT $150.31)
  • $150.31 P/E (TTM): 25.84X Cap: $81.20B
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• iShares Core MSCI EAFE ETF (IEFA $89.92)
  • $89.92 P/E (TTM): 19.05X Cap: $162.17B
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• iShares Core MSCI Emerging Markets ETF (IEMG $67.93)
  • $67.93 P/E (TTM): 8.39X Cap: $119.42B
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Q: What is your view on a core portfolio of the following ETFs: IEMG (12%), IEFA (23%), ITOT/ VFV (40%). The US ETFs would be in RRSP to minimize fees and withholding taxes while VFV would be in a TFSA. Both accounts would be supplemented with individual stocks from the 5i balanced/growth portfolios and a select few US stocks (CRWD, U, SQ, PINS, PLTR, NVDA) for Canada/growth exposure. Do you prefer Vanguard’s comparative US ETFs over the ones mentioned or are you largely indifferent? Thanks!

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Read Answer Asked by George on February 09, 2021