Investment Q&A

• Intel Corporation (INTC $34.50)
  • $34.50 P/E (TTM): 3450.0X Cap: $151B
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• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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• Advanced Micro Devices Inc. (AMD $203.78)
  • $203.78 P/E (TTM): 101.28X Cap: $331.76B
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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

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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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

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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Q: when is the 4 for 1 split happening?

Upvote 6

Read Answer Asked by Stephen on June 06, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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Q: I notice you do not have NVDA in the growth nor the balanced portfolio. After the NVDA stock split, would you consider adding NVDA if you did not have CSU ? Thank you

Upvote 7

Read Answer Asked by Richard on June 05, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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Q: Please advise if number of outstanding shares will also increase by 10 times after split or there would be no changes to outstanding shares after split.

Thanks for the great service

Upvote 4

Read Answer Asked by Hector on June 05, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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• Advanced Micro Devices Inc. (AMD $203.78)
  • $203.78 P/E (TTM): 101.28X Cap: $331.76B
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• Vertiv Holdings LLC Class A (VRT $159.83)
  • $159.83 P/E (TTM): 60.31X Cap: $61.03B
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• Palantir Technologies Inc. (PLTR $154.85)
  • $154.85 P/E (TTM): 516.17X Cap: $369.07B
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Q: What emerging AI companies do you recommend getting into and do you think Nvidia is still one to invest in at this time? First time investor.

Upvote 17

Read Answer Asked by Scott on June 04, 2024

• Intuitive Surgical Inc. (ISRG $561.61)
  • $561.61 P/E (TTM): 74.19X Cap: $201.32B
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• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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• Booking Holdings Inc. (BKNG $4,768.00)
  • $4,768.00 P/E (TTM): 31.06X Cap: $153.69B
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• Constellation Software Inc. (CSU $3,291.41)
  • $3,291.41 P/E (TTM): 74.74X Cap: $69.75B
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• Descartes Systems Group Inc. (The) (DSG $114.81)
  • $114.81 P/E (TTM): 48.47X Cap: $9.86B
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• Alimentation Couche-Tard Inc. (ATD $72.02)
  • $72.02 P/E (TTM): 18.96X Cap: $67.74B
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• TerraVest Industries Inc. (TVK $120.24)
  • $120.24 Cap: $2.60B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $154.93)
  • $154.93 P/E (TTM): 22.92X Cap: $1.84B
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• Ulta Beauty Inc. (ULTA $515.58)
  • $515.58 P/E (TTM): 19.79X Cap: $23.11B
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• Axon Enterprise Inc. (AXON $521.99)
  • $521.99 P/E (TTM): 165.5X Cap: $41.19B
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• Airbnb Inc. (ABNB $114.26)
  • $114.26 P/E (TTM): 27.27X Cap: $70.33B
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Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks

Upvote 43

Read Answer Asked by Nick on June 03, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.28)
  • $208.28 P/E (TTM): 83.48X Cap: $271.02B
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Q: Hello, I have a small position in these 2 stocks, and at current price , would you add ? If so, what would be an entry point ?
Thanks
Carlo

Upvote 9

Read Answer Asked by Carlo on June 03, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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Q: Good Morning,
Is the .10 cent per share dividend payable by NVDA based on the current share count or the share count after the split?
Thank you

Upvote 5

Read Answer Asked by Kevin on May 30, 2024

• Apple Inc. (AAPL $271.49)
  • $271.49 P/E (TTM): 36.3X Cap: $4.01T
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• Amazon.com Inc. (AMZN $220.69)
  • $220.69 P/E (TTM): 31.17X Cap: $2.35T
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• Meta Platforms Inc. (META $594.25)
  • $594.25 P/E (TTM): 26.32X Cap: $1.49T
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• Alphabet Inc. (GOOG $299.65)
  • $299.65 P/E (TTM): 29.58X Cap: $3.61T
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• Microsoft Corporation (MSFT $472.12)
  • $472.12 P/E (TTM): 33.58X Cap: $3.50T
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• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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• Tesla Inc. (TSLA $391.09)
  • $391.09 P/E (TTM): 260.73X Cap: $1.30T
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Q: Hi Team,
Given Nvdas recent euphoria, is it time to take profits here or do you see this rise warranted and likely to hold its gains? Looking at market cap it looks set to pass apple and possibly take top spot over Microsoft soon if the stock keeps up this pace of rising. How are valuations looking here compared to the other magnificent 7 and how much possible upside can we possibly gain from here given current valuations ?

Upvote 17

Read Answer Asked by Shane on May 30, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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Q: Would you recommend buying NVDA at today's prices or wait until after the split.
Thank you
Kathy

Upvote 11

Read Answer Asked by Kathy on May 30, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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• Constellation Software Inc. (CSU $3,291.41)
  • $3,291.41 P/E (TTM): 74.74X Cap: $69.75B
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Q: My question is really about CSU vs NVDA & how do you believe the accessibility of AI becoming more common for people & also for companies will effect CSU. Will the products and services CSU is selling become obsolete with AI ? Thanks!

Upvote 12

Read Answer Asked by Mate on May 30, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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Q: Today, May 28 at 08:30 PST NVDA is up over 5%, but the cdr is up just over 1%. I expected the percentage price change to be similar. Would you please clarify. Thank you

Upvote 1

Read Answer Asked by Richard on May 28, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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• Celestica Inc. (CLS $394.99)
  • $394.99 P/E (TTM): 46.74X Cap: $45.43B
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Q: Current thoughts on CLS please? Do you consider it to be in a comparable league as NVDIA and other AI plays ?

Thx

Upvote 9

Read Answer Asked by blake on May 28, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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Q: Please comment on latest Q on May 23 and the co. Txs for u usual great views & services

Upvote 1

Read Answer Asked by Peter on May 27, 2024

• Amgen Inc. (AMGN $337.54)
  • $337.54 P/E (TTM): 26.06X Cap: $181.75B
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• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
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• Salesforce Inc. (CRM $227.11)
  • $227.11 P/E (TTM): 33.01X Cap: $216.20B
  • View CRM Profile
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• Eli Lilly and Company (LLY $1,059.70)
  • $1,059.70 P/E (TTM): 51.84X Cap: $1T
  • View LLY Profile
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• Descartes Systems Group Inc. (The) (DSG $114.81)
  • $114.81 P/E (TTM): 48.47X Cap: $9.86B
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• Thomson Reuters Corporation (TRI $190.48)
  • $190.48 P/E (TTM): 34.94X Cap: $84.73B
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• Advanced Micro Devices Inc. (AMD $203.78)
  • $203.78 P/E (TTM): 101.28X Cap: $331.76B
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Q: I have some nice gains on above listed companies. I am thinking of selling a few shares and use the proceeds to invest into related companies for diversification purposes.
What do you think of this strategy and what would be one or two suggestions for companies related to my list.
Thank you!
Albert

Upvote 8

Read Answer Asked by ALBERT on May 27, 2024

• Apple Inc. (AAPL $271.49)
  • $271.49 P/E (TTM): 36.3X Cap: $4.01T
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• Amazon.com Inc. (AMZN $220.69)
  • $220.69 P/E (TTM): 31.17X Cap: $2.35T
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• Microsoft Corporation (MSFT $472.12)
  • $472.12 P/E (TTM): 33.58X Cap: $3.50T
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• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
  • View NVDA Profile
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• Vertiv Holdings LLC Class A (VRT $159.83)
  • $159.83 P/E (TTM): 60.31X Cap: $61.03B
  • View VRT Profile
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Q: Everyone, my tech portfolio is as follows: AAPL, AMZN, CSU, MSFT and NVDA. Is VRT a company to buy and hold forever or a stock buy for a few years and reassess. I.E. is its moat (people, technology, business plan, etc) wide enough to keep ahead of its followers Clayton

Upvote 16

Read Answer Asked by Clayton on May 27, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
  • View NVDA Profile
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Q: Follow up question regarding CDR NVDA.

(Answer: NVDA shares represented in its CDRs so they are not split in the same way. )

Currently it shows 0.06903387shares on CIBC website for each NVDA share. Is that means this will go up by 10.(0.06903387 * 10) if they don’t split CDR shares.

Thanks for your great service and support

Upvote 2

Read Answer Asked by Hector on May 24, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
  • View NVDA Profile
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Q: How do stock splits work if you own the stock as a CDR? For example, the upcoming NVDA stock split. Thanks

Upvote 7

Read Answer Asked by Gary on May 24, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 50.96X Cap: $4.34T
  • View NVDA Profile
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Q: Hello, In a previous answer, you say that Nvidia announced a 150% dividend boost and a 10-to-1 stock split. On which calendar date will this take effect? Thank you

Upvote 8

Read Answer Asked by Gervais on May 23, 2024