Investment Q&A

• JPMorgan Chase & Co. (JPM $309.67)
  • $309.67 P/E (TTM): 15.62X Cap: $838.11B
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• Mastercard Incorporated (MA $505.39)
  • $505.39 P/E (TTM): 29.99X Cap: $437.78B
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• U.S. Bancorp (USB $55.94)
  • $55.94 P/E (TTM): 12.19X Cap: $87.47B
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• Visa Inc. (V $328.93)
  • $328.93 P/E (TTM): 30.8X Cap: $621.44B
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• Royal Bank of Canada (RY $243.12)
  • $243.12 P/E (TTM): 16.38X Cap: $341.03B
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• Bank of Nova Scotia (The) (BNS $105.30)
  • $105.30 P/E (TTM): 20.63X Cap: $130.70B
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• National Bank of Canada (NA $204.12)
  • $204.12 P/E (TTM): 19.71X Cap: $79.44B
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Q: The most recent question I found on USB was August last year. What is your current opinion on USB? Can you compare it to Visa for total possible return over a 5 year period? I presently hold no US financials.
Thank you.

Upvote 6

Read Answer Asked by Harvey on June 07, 2024

• Costco Wholesale Corporation (COST $1,022.54)
  • $1,022.54 P/E (TTM): 70.31X Cap: $448.84B
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Q: Hello Team,
Is it too late acquire COST? If not, what is a good entry price?
Thanks,

Upvote 7

Read Answer Asked by Saeed on June 07, 2024

• Miscellaneous (MISC)
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• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
  • $14.39 P/E (TTM): 32.65X
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $67.75)
  • $67.75 P/E (TTM): 32.77X Cap: $5.02B
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $52.68)
  • $52.68 P/E (TTM): 17.88X Cap: $733M
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $45.70)
  • $45.70 P/E (TTM): 17.19X Cap: $634M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $48.43)
  • $48.43 P/E (TTM): 6.04X Cap: $4B
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• Vanguard S&P 500 Index ETF (VFV $174.66)
  • $174.66 P/E (TTM): 26.01X Cap: $30.35B
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• State Street SPDR S&P 500 ETF Trust (SPY $721.44)
  • $721.44 P/E (TTM): 25.73X Cap: $735.87B
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• Vanguard Total International Stock (VXUS $83.00)
  • $83.00 P/E (TTM): 10.89X Cap: $146.93B
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• Vanguard Total Stock Market ETF (VTI $355.80)
  • $355.80 P/E (TTM): 25.59X Cap: $591.54B
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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 $326.28)
  • $326.28 P/E (TTM): 96.28X Cap: $126.10B
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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 $326.28)
  • $326.28 P/E (TTM): 96.28X Cap: $126.10B
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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 $209.17)
  • $209.17 P/E (TTM): 24.21X Cap: $135.71B
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• Vertiv Holdings LLC Class A (VRT $326.28)
  • $326.28 P/E (TTM): 96.28X Cap: $126.10B
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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 $107.80)
  • $107.80 P/E (TTM): 25.58X Cap: $22.44B
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• Global X S&P 500 Index Corporate Class ETF (HXS $101.78)
  • $101.78 Cap: $6.20B
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• Vanguard Dividend Appreciation FTF (VIG $228.38)
  • $228.38 P/E (TTM): 24.38X Cap: $105.68B
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• State Street SPDR S&P 500 ETF Trust (SPY $721.44)
  • $721.44 P/E (TTM): 25.73X Cap: $735.87B
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• INVESCO QQQ Trust (QQQ $675.70)
  • $675.70 P/E (TTM): 33.49X Cap: $441.87B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $108.67)
  • $108.67 P/E (TTM): 33.18X Cap: $1.51B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $122.00)
  • $122.00 P/E (TTM): 32.59X Cap: $2.05B
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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 $272.07)
  • $272.07 P/E (TTM): 53.03X Cap: $37.43B
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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 $136.31)
  • $136.31 P/E (TTM): 16.33X Cap: $6.29B
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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 $469.67)
  • $469.67 Cap: $115.55B
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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 $98.63)
  • $98.63 Cap: $500.69B
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• NVIDIA Corporation (NVDA $197.95)
  • $197.95 P/E (TTM): 40.5X Cap: $4.82T
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• Advanced Micro Devices Inc. (AMD $344.75)
  • $344.75 P/E (TTM): 136.05X Cap: $587.80B
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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 $147.46)
  • $147.46 Cap: $48.74B
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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 $73.84)
  • $73.84 P/E (TTM): 18.09X Cap: $124.49B
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• Philip Morris International Inc (PM $170.61)
  • $170.61 P/E (TTM): 22.92X Cap: $259.31B
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• Energy Transfer LP (ET $19.98)
  • $19.98 P/E (TTM): 16.48X Cap: $68.59B
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• British American Tobacco p.l.c. (BTI $58.94)
  • $58.94 P/E (TTM): 31.83X Cap: $128.23B
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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 $197.95)
  • $197.95 P/E (TTM): 40.5X Cap: $4.82T
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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 $169.82)
  • $169.82 P/E (TTM): 1.02X Cap: $131.44B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.16X
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• Crocs Inc. (CROX $101.97)
  • $101.97 Cap: $5.16B
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• Churchill Downs Incorporated (CHDN $94.00)
  • $94.00 P/E (TTM): 18.17X Cap: $6.87B
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• PDD Holdings Inc. (PDD $98.02)
  • $98.02 P/E (TTM): 8.96X Cap: $141.94B
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• Coinbase Global Inc (COIN $203.75)
  • $203.75 P/E (TTM): 42.98X Cap: $50.37B
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• Arhaus Inc. (ARHS $7.30)
  • $7.30 P/E (TTM): 15.79X Cap: $1.07B
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• CAVA Group Inc. (CAVA $91.76)
  • $91.76 P/E (TTM): 168.48X Cap: $10.59B
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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 $3.73)
  • $3.73 Cap: $517M
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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 $197.95)
  • $197.95 P/E (TTM): 40.5X Cap: $4.82T
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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 $15.93)
  • $15.93 P/E (TTM): 3.61X Cap: $236M
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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 $430.98)
  • $430.98 P/E (TTM): 40.72X Cap: $165.10B
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• Powell Industries Inc. (POWL $285.29)
  • $285.29 P/E (TTM): 17.88X Cap: $9.30B
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• Constellation Energy Corporation (CEG $321.21)
  • $321.21 P/E (TTM): 41.6X Cap: $96.43B
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• GE Vernova Inc. (GEV $1,085.72)
  • $1,085.72 P/E (TTM): 60.09X Cap: $285.63B
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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