Investment Q&A

• Roper Technologies Inc. (ROP $358.22)
  • $358.22 P/E (TTM): 25.23X Cap: $36.67B
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• United Rentals Inc. (URI $949.23)
  • $949.23 P/E (TTM): 24.59X Cap: $59.46B
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• WSP Global Inc. (WSP $227.03)
  • $227.03 P/E (TTM): 30.47X Cap: $30.60B
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• TFI International Inc. (TFII $193.46)
  • $193.46 P/E (TTM): 49.05X Cap: $15.89B
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• ATS Corporation (ATS $43.89)
  • $43.89 Cap: $4.30B
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• Transdigm Group Incorporated (TDG $1,154.45)
  • $1,154.45 P/E (TTM): 37.14X Cap: $65.19B
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• Axon Enterprise Inc. (AXON $402.31)
  • $402.31 P/E (TTM): 266.43X Cap: $32.41B
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• Heico Corporation (HEI $268.34)
  • $268.34 P/E (TTM): 53.03X Cap: $37.43B
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• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.28X Cap: $126.10B
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• Trane Technologies plc (TT $486.48)
  • $486.48 P/E (TTM): 37.48X Cap: $107.53B
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• RTX Corporation (RTX $173.99)
  • $173.99 P/E (TTM): 32.64X Cap: $234.30B
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Q: I hold ROP HEI WSP ATS TFII AXON VRT in the industrial sector. 5i has also recommended TT TDG RTX and URI. I would like to sort out which could be sold [in whole or in part] and which could be added to. For a long-term hold, which could go and which would you advise to be the core for this sector.
Thanks

Upvote 11

Read Answer Asked by sam on February 02, 2024

• Intuitive Surgical Inc. (ISRG $457.78)
  • $457.78 P/E (TTM): 55.62X Cap: $162.12B
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• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
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• Booking Holdings Inc. (BKNG $169.63)
  • $169.63 P/E (TTM): 1.02X Cap: $131.44B
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• Salesforce Inc. (CRM $183.82)
  • $183.82 P/E (TTM): 23.57X Cap: $169.66B
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• Eli Lilly and Company (LLY $963.33)
  • $963.33 P/E (TTM): 41.98X Cap: $907.20B
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• Super Micro Computer Inc. (SMCI $27.09)
  • $27.09 P/E (TTM): 19.92X Cap: $16.22B
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• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.28X Cap: $126.10B
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Q: If you had to put together a portfolio to hold for at least one year for max gain what would they be? No concern for risk or the size of the company. Must be traded on a USA exchange although not necessarily a USA company. I’m guessing you will include smci, vrt, google and amazon. Part two of the question is whether I should sell some smci to lock in a gain? I’ve never in my life enjoyed such a large gain so quick. Thanks.

Upvote 20

Read Answer Asked by Jason on February 01, 2024

• Amazon.com Inc. (AMZN $268.26)
  • $268.26 P/E (TTM): 37.41X Cap: $2.88T
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• First Solar Inc. (FSLR $211.71)
  • $211.71 P/E (TTM): 14.9X Cap: $22.74B
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• Intuitive Surgical Inc. (ISRG $457.78)
  • $457.78 P/E (TTM): 55.62X Cap: $162.12B
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• Microsoft Corporation (MSFT $414.44)
  • $414.44 P/E (TTM): 25.92X Cap: $3.07T
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• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
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• Eaton Corporation PLC (ETN $425.55)
  • $425.55 P/E (TTM): 40.72X Cap: $165.10B
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• The Trade Desk Inc. (TTD $24.24)
  • $24.24 P/E (TTM): 26.93X Cap: $11.39B
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• JD.com Inc. (JD $29.96)
  • $29.96 P/E (TTM): 15.86X Cap: $40.91B
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• CrowdStrike Holdings Inc. (CRWD $455.64)
  • $455.64 Cap: $115.55B
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• Fiserv Inc. (FISV $62.14)
  • $62.14 Cap: $33.11B
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Q: In terms of growth and quality, what is your strongest long term recommendation for each of the following investment themes:

Artificial intelligence
Cybersecurity
Cloud computing
Digital payments
Online advertising
Infrastructure rebuild
Alternative/clean energy
Asian consumer spending
Medical needs of an aging population

My preference is for single stock ideas (US, Canadian or international) rather than ETFs, if possible.

Upvote 26

Read Answer Asked by Brian on January 31, 2024

• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 57.39X Cap: $65.47B
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• ATS Corporation (ATS $43.89)
  • $43.89 Cap: $4.30B
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• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 42.69X Cap: $4B
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• TerraVest Industries Inc. (TVK $134.59)
  • $134.59 Cap: $2.91B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $289.61)
  • $289.61 P/E (TTM): 47.71X Cap: $3.44B
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• Advanced Micro Devices Inc. (AMD $360.54)
  • $360.54 P/E (TTM): 136.05X Cap: $587.80B
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• Super Micro Computer Inc. (SMCI $27.09)
  • $27.09 P/E (TTM): 19.92X Cap: $16.22B
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• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.28X Cap: $126.10B
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• Celsius Holdings Inc. (CELH $33.73)
  • $33.73 P/E (TTM): 134.92X Cap: $8.66B
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• Duolingo Inc. (DUOL $111.25)
  • $111.25 P/E (TTM): 13.1X Cap: $5.15B
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Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?

Upvote 39

Read Answer Asked on January 31, 2024

• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 57.39X Cap: $65.47B
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• Lumine Group Inc. (LMN $20.64)
  • $20.64 P/E (TTM): 33.98X Cap: $5.29B
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Q: I want to build a long term position in either LMN or CLS. Which do you recommend. I like LMN if they can duplicate their founders performance
RAK

Upvote 9

Read Answer Asked by bob on January 31, 2024

• Intuitive Surgical Inc. (ISRG $457.78)
  • $457.78 P/E (TTM): 55.62X Cap: $162.12B
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• Exact Sciences Corporation (EXAS)
  • Cap: $20.02B
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• Roku Inc. (ROKU $123.58)
  • $123.58 P/E (TTM): 220.68X Cap: $18.25B
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• Axcelis Technologies Inc. (ACLS $139.99)
  • $139.99 P/E (TTM): 36.84X Cap: $4.30B
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• Alarm.com Holdings Inc. (ALRM $47.13)
  • $47.13 P/E (TTM): 19.16X Cap: $2.32B
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• Guardant Health Inc. (GH $87.60)
  • $87.60 Cap: $11.61B
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• Ultra Clean Holdings Inc. (UCTT $74.61)
  • $74.61 Cap: $3.34B
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• Entegris Inc. (ENTG $142.29)
  • $142.29 P/E (TTM): 91.8X Cap: $22.74B
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• Fulgent Genetics Inc. (FLGT $14.13)
  • $14.13 Cap: $420M
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• Mitek Systems Inc. (MITK $14.54)
  • $14.54 P/E (TTM): 41.54X Cap: $658M
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Q: These stocks are my US non registered portfolio, and are all at a loss, to varying degrees. Which stocks would you hold, which ones to sell, and what would you replace them with? Any sector, moderate risk

Upvote 1

Read Answer Asked by Linda on January 31, 2024

• Apple Inc. (AAPL $280.14)
  • $280.14 P/E (TTM): 35.46X Cap: $4.11T
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• Expedia Group Inc. (EXPE $251.84)
  • $251.84 P/E (TTM): 25.78X Cap: $30.22B
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• Microchip Technology Incorporated (MCHP $93.95)
  • $93.95 Cap: $48.79B
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• VeriSign Inc. (VRSN $272.44)
  • $272.44 P/E (TTM): 30.92X Cap: $24.80B
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• AbbVie Inc. (ABBV $206.60)
  • $206.60 P/E (TTM): 87.54X Cap: $365.42B
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• Mastercard Incorporated (MA $495.46)
  • $495.46 P/E (TTM): 29.99X Cap: $437.78B
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• McKesson Corporation (MCK $814.02)
  • $814.02 P/E (TTM): 23.49X Cap: $99.70B
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• McCormick & Company Incorporated (MKC $50.24)
  • $50.24 P/E (TTM): 8.24X Cap: $13.50B
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• Procter & Gamble Company (The) (PG $147.26)
  • $147.26 P/E (TTM): 21.82X Cap: $342.90B
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• Fortive Corporation (FTV $59.03)
  • $59.03 P/E (TTM): 33.73X Cap: $17.99B
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Q: Could you please give me the top 10 stocks with the highest ROCE 5 year average (Return on Capital Employed) on the TSX and the S&P? So, that would be 20 stocks in total. Thank you very much.

Upvote 8

Read Answer Asked by Toge on January 30, 2024

• Broadcom Inc. (AVGO $421.28)
  • $421.28 P/E (TTM): 82.12X Cap: $1.99T
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• Alphabet Inc. (GOOG $383.22)
  • $383.22 P/E (TTM): 35.45X Cap: $4.66T
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• Microsoft Corporation (MSFT $414.44)
  • $414.44 P/E (TTM): 25.92X Cap: $3.07T
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• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
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• JPMorgan Chase & Co. (JPM $312.47)
  • $312.47 P/E (TTM): 15.62X Cap: $838.11B
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• Mastercard Incorporated (MA $495.46)
  • $495.46 P/E (TTM): 29.99X Cap: $437.78B
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.88X Cap: $51.74B
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• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 42.69X Cap: $4B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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• Advanced Micro Devices Inc. (AMD $360.54)
  • $360.54 P/E (TTM): 136.05X Cap: $587.80B
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• Palo Alto Networks Inc. (PANW $181.08)
  • $181.08 P/E (TTM): 100.04X Cap: $147.76B
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• Arista Networks Inc. (ANET $172.70)
  • $172.70 P/E (TTM): 62.8X Cap: $217.45B
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• Cadence Design Systems Inc. (CDNS $340.94)
  • $340.94 P/E (TTM): 83.98X Cap: $94.13B
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• Super Micro Computer Inc. (SMCI $27.09)
  • $27.09 P/E (TTM): 19.92X Cap: $16.22B
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• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.28X Cap: $126.10B
  • View VRT Profile
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Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?

Upvote 10

Read Answer Asked by Gregory on January 29, 2024

• Microsoft Corporation (MSFT $414.44)
  • $414.44 P/E (TTM): 25.92X Cap: $3.07T
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• Visa Inc. (V $328.03)
  • $328.03 P/E (TTM): 30.8X Cap: $621.44B
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Q: Hi Folks,
In my RRSP account, I am looking to add to MSFT, which I currently hold or start a new position in VISA. May I have your opinion as to which one would be best at this time.
Thanks

Upvote 6

Read Answer Asked by JOHN on January 29, 2024

• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.28X Cap: $126.10B
  • View VRT Profile
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Q: Hello may I have your thoughts on VRT

Upvote 6

Read Answer Asked by George on January 29, 2024

• Alphabet Inc. (GOOG $383.22)
  • $383.22 P/E (TTM): 35.45X Cap: $4.66T
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• Intuitive Surgical Inc. (ISRG $457.78)
  • $457.78 P/E (TTM): 55.62X Cap: $162.12B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $169.63)
  • $169.63 P/E (TTM): 1.02X Cap: $131.44B
  • View BKNG Profile
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• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.28X Cap: $126.10B
  • View VRT Profile
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Q: Would you give me 5 of your TOP picks CANADA and USA Thank you RAK

Upvote 23

Read Answer Asked by bob on January 29, 2024

• Microsoft Corporation (MSFT $414.44)
  • $414.44 P/E (TTM): 25.92X Cap: $3.07T
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Q: Hello Peter & team,

Microsoft reports in 4 days. Can you please tell us what the expectations are, and if you think there will be a beat or a miss? And how you think the stock will perform over the coming 3 - 5 years.

Thanks for all you do

gm

Upvote 3

Read Answer Asked by Gord on January 29, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $10.30)
  • $10.30 P/E (TTM): 10.3X Cap: $294M
  • View DRX Profile
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Q: Could you please give me your opinion on DRX upsharply but still trading at a low multiple. Is this a long term investment or possibly becoming overvalued. Thanks for your analysis,

Upvote 5

Read Answer Asked by Ian on January 26, 2024

• Nuvei Corporation (NVEI)
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Q: Hi folks, how significant is the announced partnership between Nuvei & Adobe...markets liked the news with 6% pop...is this a "new" partnership for Nuvei??, and if so, what future potential could come the way to Nuvei...I believe they recently hooked up with Microsoft in similar payments process (albeit relatively small)...after disasterous Q2...is there light at the end of the tunnel????....thanks as always for great service, jb Piedmont QC

Upvote 2

Read Answer Asked by John on January 25, 2024

• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
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• Toronto-Dominion Bank (The) (TD $145.84)
  • $145.84 P/E (TTM): 11.68X Cap: $243.38B
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• Bank of Nova Scotia (The) (BNS $106.05)
  • $106.05 P/E (TTM): 20.63X Cap: $130.70B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
  • View SHOP Profile
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  • View Reports on SHOP
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $289.61)
  • $289.61 P/E (TTM): 47.71X Cap: $3.44B
  • View HPS.A Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.48)
  • $61.48 P/E (TTM): 82.26X Cap: $137.53B
  • View BN Profile
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Q: What are your five current favorite stocks for short-term (1 year) gains? They can be either US or Canadian stocks. Thanks,

Upvote 24

Read Answer Asked by John on January 24, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
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• Riot Platforms Inc. (RIOT $18.50)
  • $18.50 Cap: $6.98B
  • View RIOT Profile
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Q: With the launch of bitcoin ETFs what "crystal ball prognostications" can you have for such companies as Galaxy, Riot?

Bail? Hold? Buy?

The last week has given them a proper lathering, and I'm wondering if there is more (pain) to come or if it's a good time to add to the position?

Upvote 2

Read Answer Asked by Sylvia on January 24, 2024

• Apple Inc. (AAPL $280.14)
  • $280.14 P/E (TTM): 35.46X Cap: $4.11T
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• Amazon.com Inc. (AMZN $268.26)
  • $268.26 P/E (TTM): 37.41X Cap: $2.88T
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• Costco Wholesale Corporation (COST $1,011.70)
  • $1,011.70 P/E (TTM): 70.31X Cap: $448.84B
  • View COST Profile
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• Meta Platforms Inc. (META $608.75)
  • $608.75 P/E (TTM): 25.92X Cap: $1.54T
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• Alphabet Inc. (GOOG $383.22)
  • $383.22 P/E (TTM): 35.45X Cap: $4.66T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $414.44)
  • $414.44 P/E (TTM): 25.92X Cap: $3.07T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $169.63)
  • $169.63 P/E (TTM): 1.02X Cap: $131.44B
  • View BKNG Profile
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• Eli Lilly and Company (LLY $963.33)
  • $963.33 P/E (TTM): 41.98X Cap: $907.20B
  • View LLY Profile
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• Oracle Corporation (ORCL $171.83)
  • $171.83 P/E (TTM): 30.85X Cap: $494.19B
  • View ORCL Profile
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.88X Cap: $51.74B
  • View CSU Profile
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• Alimentation Couche-Tard Inc. (ATD $81.09)
  • $81.09 P/E (TTM): 20.27X Cap: $74.48B
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• Advanced Micro Devices Inc. (AMD $360.54)
  • $360.54 P/E (TTM): 136.05X Cap: $587.80B
  • View AMD Profile
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• Everpure Inc. Class A (PSTG)
  • P/E (TTM): 122.43X Cap: $22.40B
  • View PSTG Profile
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• Super Micro Computer Inc. (SMCI $27.09)
  • $27.09 P/E (TTM): 19.92X Cap: $16.22B
  • View SMCI Profile
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• Axon Enterprise Inc. (AXON $402.31)
  • $402.31 P/E (TTM): 266.43X Cap: $32.41B
  • View AXON Profile
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• Shopify Inc. (SHOP $127.67)
  • $127.67 P/E (TTM): 134.78X Cap: $166.57B
  • View SHOP Profile
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• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.28X Cap: $126.10B
  • View VRT Profile
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• Palantir Technologies Inc. (PLTR $144.07)
  • $144.07 P/E (TTM): 228.68X Cap: $345.35B
  • View PLTR Profile
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• Arm Holdings plc (ARM $211.18)
  • $211.18 P/E (TTM): 281.57X Cap: $223.69B
  • View ARM Profile
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Q: I'm looking to invest some funds...

Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?

Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...

Thanks,
M

Upvote 20

Read Answer Asked by michael on January 23, 2024

• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 57.39X Cap: $65.47B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $289.61)
  • $289.61 P/E (TTM): 47.71X Cap: $3.44B
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• Docebo Inc. (DCBO $28.00)
  • $28.00 P/E (TTM): 14.88X Cap: $805M
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• Lumine Group Inc. (LMN $20.64)
  • $20.64 P/E (TTM): 33.98X Cap: $5.29B
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Q: 5i has given our family some very good investment ideas. Among the good ones that have benefitted our accounts lately are LMN and HPS.A. Thank you for these. Using your crystal ball what would be your best suggestion for a couple of other similar stocks that might replicate these growth stories over the next year. Thank you.

Upvote 28

Read Answer Asked by Terry on January 12, 2024

• Amazon.com Inc. (AMZN $268.26)
  • $268.26 P/E (TTM): 37.41X Cap: $2.88T
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• Atlassian Corporation (TEAM $88.88)
  • $88.88 Cap: $23.44B
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• MKS Inc. (MKSI $279.38)
  • $279.38 P/E (TTM): 64.08X Cap: $18.80B
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• Etsy Inc. (ETSY $63.17)
  • $63.17 P/E (TTM): 45.45X Cap: $5.99B
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• Everforth Inc Com (ASGN)
  • P/E (TTM): 15.49X Cap: $806M
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Q: Please rate these companies from best to worse. Are there any that you would add to? Are any outright sells?

Upvote 2

Read Answer Asked by Larry M. on January 12, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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Q: I was expecting the bircoin etf news to have a positive result to the share price. Market is not re-acting positively. Can I have your thoughts.
Thanks
John

Upvote 6

Read Answer Asked by John on January 12, 2024