Investment Q&A

• Intel Corporation (INTC $43.13)
  • $43.13 Cap: $216.22B
  • View INTC Profile
  • View Questions on INTC
• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $201.99)
  • $201.99 P/E (TTM): 76.48X Cap: $329.32B
  • View AMD Profile
  • View Questions on AMD

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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA

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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA

Q: when is the 4 for 1 split happening?

Upvote 6

Read Answer Asked by Stephen on June 06, 2024

• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA

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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA

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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $201.99)
  • $201.99 P/E (TTM): 76.48X Cap: $329.32B
  • View AMD Profile
  • View Questions on AMD
• Vertiv Holdings LLC Class A (VRT $251.07)
  • $251.07 P/E (TTM): 75.07X Cap: $96.05B
  • View VRT Profile
  • View Questions on VRT
• Palantir Technologies Inc. (PLTR $143.06)
  • $143.06 P/E (TTM): 255.3X Cap: $342B
  • View PLTR Profile
  • View Questions on PLTR

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 $452.66)
  • $452.66 P/E (TTM): 60.74X Cap: $160.75B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $4,062.14)
  • $4,062.14 P/E (TTM): 26.46X Cap: $128.66B
  • View BKNG Profile
  • View Questions on BKNG
• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $96.72)
  • $96.72 P/E (TTM): 43.78X Cap: $8.32B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Alimentation Couche-Tard Inc. (ATD $77.62)
  • $77.62 P/E (TTM): 21.11X Cap: $71.30B
  • View ATD Profile
  • View Questions on ATD
• TerraVest Industries Inc. (TVK $141.87)
  • $141.87 Cap: $3.07B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
  • $182.22 P/E (TTM): 28.39X Cap: $2.16B
  • View HPS.A Profile
  • View Questions on HPS.A
• Ulta Beauty Inc. (ULTA $510.34)
  • $510.34 P/E (TTM): 19.81X Cap: $22.32B
  • View ULTA Profile
  • View Questions on ULTA
• Axon Enterprise Inc. (AXON $429.94)
  • $429.94 P/E (TTM): 335.95X Cap: $34.56B
  • View AXON Profile
  • View Questions on AXON
• Airbnb Inc. (ABNB $122.87)
  • $122.87 P/E (TTM): 32.9X Cap: $74.79B
  • View ABNB Profile
  • View Questions on ABNB

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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
  • $155.42 P/E (TTM): 131.37X Cap: $202.68B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA

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 $248.80)
  • $248.80 P/E (TTM): 31.83X Cap: $3.65T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $199.34)
  • $199.34 P/E (TTM): 29.31X Cap: $2.13T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $525.72)
  • $525.72 P/E (TTM): 25.72X Cap: $1.32T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.31T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $356.77)
  • $356.77 P/E (TTM): 23.95X Cap: $2.64T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA
• Tesla Inc. (TSLA $361.83)
  • $361.83 P/E (TTM): 352.64X Cap: $1.35T
  • View TSLA Profile
  • View Questions on TSLA

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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA

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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA

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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $388.66)
  • $388.66 P/E (TTM): 40.38X Cap: $44.68B
  • View CLS Profile
  • View Questions on CLS

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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA

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 $348.77)
  • $348.77 P/E (TTM): 24.58X Cap: $188.01B
  • View AMGN Profile
  • View Questions on AMGN
• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA
• Salesforce Inc. (CRM $179.31)
  • $179.31 P/E (TTM): 25.02X Cap: $165.50B
  • View CRM Profile
  • View Questions on CRM
• Eli Lilly and Company (LLY $878.24)
  • $878.24 P/E (TTM): 39.68X Cap: $829.77B
  • View LLY Profile
  • View Questions on LLY
• Descartes Systems Group Inc. (The) (DSG $96.72)
  • $96.72 P/E (TTM): 43.78X Cap: $8.32B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Thomson Reuters Corporation (TRI $124.26)
  • $124.26 P/E (TTM): 27.6X Cap: $55.15B
  • View TRI Profile
  • View Questions on TRI
• Advanced Micro Devices Inc. (AMD $201.99)
  • $201.99 P/E (TTM): 76.48X Cap: $329.32B
  • View AMD Profile
  • View Questions on AMD

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 $248.80)
  • $248.80 P/E (TTM): 31.83X Cap: $3.65T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $199.34)
  • $199.34 P/E (TTM): 29.31X Cap: $2.13T
  • View AMZN Profile
  • View Questions on AMZN
• Microsoft Corporation (MSFT $356.77)
  • $356.77 P/E (TTM): 23.95X Cap: $2.64T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA
• Vertiv Holdings LLC Class A (VRT $251.07)
  • $251.07 P/E (TTM): 75.07X Cap: $96.05B
  • View VRT Profile
  • View Questions on VRT

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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA

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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA

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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA

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