• Amazon.com Inc. (AMZN $210.43)
  • $210.43 P/E (TTM): 28.03X Cap: $2.23T
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• Broadcom Inc. (AVGO $311.85)
  • $311.85 P/E (TTM): 61.77X Cap: $1.46T
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• Alphabet Inc. (GOOGL $296.42)
  • $296.42 P/E (TTM): 25.3X Cap: $3.47T
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• Microsoft Corporation (MSFT $369.46)
  • $369.46 P/E (TTM): 22.45X Cap: $2.74T
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• NVIDIA Corporation (NVDA $175.50)
  • $175.50 P/E (TTM): 33.71X Cap: $4.23T
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• Visa Inc. (V $298.55)
  • $298.55 P/E (TTM): 28.13X Cap: $579.09B
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• S&P Global Inc. (SPGI $425.37)
  • $425.37 P/E (TTM): 28.5X Cap: $127.09B
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• Arista Networks Inc. (ANET $125.50)
  • $125.50 P/E (TTM): 42.23X Cap: $154.27B
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• Transdigm Group Incorporated (TDG $1,175.51)
  • $1,175.51 P/E (TTM): 36.45X Cap: $65.45B
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• Axon Enterprise Inc. (AXON $427.28)
  • $427.28 P/E (TTM): 274.88X Cap: $34.14B
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• Heico Corporation (HEI $275.52)
  • $275.52 P/E (TTM): 52.38X Cap: $38.25B
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• Vertiv Holdings LLC Class A (VRT $258.86)
  • $258.86 P/E (TTM): 68.69X Cap: $95.87B
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Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.

Upvote 10

Read Answer Asked by sam on March 30, 2026

• Alphabet Inc. (GOOG $294.38)
  • $294.38 P/E (TTM): 25.27X Cap: $3.47T
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• Alphabet Inc. (GOOGL $296.42)
  • $296.42 P/E (TTM): 25.3X Cap: $3.47T
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Q: I am surprised at the weakness in the stock price over the past 3 months . What did I miss .
Thanks

Upvote 8

Read Answer Asked by Leon on March 25, 2026

• Alphabet Inc. (GOOGL $296.42)
  • $296.42 P/E (TTM): 25.3X Cap: $3.47T
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• Eli Lilly and Company (LLY $959.02)
  • $959.02 P/E (TTM): 38.63X Cap: $837.70B
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• Enbridge Inc. (ENB $74.09)
  • $74.09 P/E (TTM): 23.07X Cap: $164.57B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,350.04)
  • $2,350.04 P/E (TTM): 8.19X Cap: $50.84B
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• ARC Resources Ltd. (ARX $27.28)
  • $27.28 P/E (TTM): 13.52X Cap: $16.51B
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• Tourmaline Oil Corp. (TOU $63.75)
  • $63.75 P/E (TTM): 95.74X Cap: $25.77B
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• Celestica Inc. (CLS $399.62)
  • $399.62 P/E (TTM): 36.75X Cap: $45.11B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.40)
  • $164.40 P/E (TTM): 123.14X Cap: $215.25B
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• goeasy Ltd. (GSY $36.86)
  • $36.86 P/E (TTM): 2.65X Cap: $613M
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• Aritzia Inc. Subordinate Voting Shares (ATZ $117.00)
  • $117.00 Cap: $13.10B
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• Sonida Senior Living Inc Com (New) (CSU)
  • P/E (TTM): -0.5X Cap: $75M
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• Fortis Inc. (FTS $56.10)
  • $56.10 P/E (TTM): 22.37X Cap: $28.26B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $32.90)
  • $32.90 Cap: $22.15B
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• Boyd Gaming Corporation (BYD $84.21)
  • $84.21 P/E (TTM): 3.55X Cap: $6.18B
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• VanEck Junior Gold Miners ETF (GDXJ $124.67)
  • $124.67 P/E (TTM): 4.81X Cap: $9.15B
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• Brookfield Corporation Class A Preference Shares Series 28 (BN.PR.X $19.87)
  • $19.87 P/E (TTM): 73.48X Cap: $126.10B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.78)
  • $60.78 P/E (TTM): 29.46X Cap: $101.32B
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• Nvidia CDR (CAD Hedged) (NVDA $39.45)
  • $39.45 P/E (TTM): 56.18X Cap: $5.90T
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• Costco CDR (CAD Hedged) (COST $44.73)
  • $44.73 P/E (TTM): 53.03X Cap: $615.48B
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• Microsoft CDR (CAD Hedged) (MSFT $26.08)
  • $26.08 P/E (TTM): 26.32X Cap: $3.82T
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• Amazon.com CDR (CAD Hedged) (AMZN $24.21)
  • $24.21 P/E (TTM): 28.03X Cap: $3.11T
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• GE Aerospace CDR (CAD Hedged) (GE $38.37)
  • $38.37 P/E (TTM): 33.57X Cap: $402.58B
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• GE Vernova CDR (CAD Hedged) (GEV $60.97)
  • $60.97 P/E (TTM): 46.2X Cap: $306.87B
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Q: Hi Group in what order highest risk first please. (particularly worried tech stocks) and where we go from here??... buy, sell, hold..) plse give me you thought on sectors at most risk going fwd

Upvote 13

Read Answer Asked by Terence on February 25, 2026