Investment Q&A

• Vertex Pharmaceuticals Incorporated (VRTX $457.72)
  • $457.72 P/E (TTM): 30.25X Cap: $114.71B
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Q: Is Vertex Pharmaceuticals Incorporated a good buy at this time to add to a portfolio to start a small position? What do you think of the financial ratios for this stock, their industry that they serve, their customer base and insider ownership? Buy, hold or sell? Thanks

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Read Answer Asked by James on December 18, 2021

• Arch Biopartners Inc. (ARCH $0.65)
  • $0.65 Cap: $45M
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Q: Good day gurus,

I took the plunge on Arch a couple of months ago.

So far so good.

What do you think about its prospects/future trend?

Regards,
Dave

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Read Answer Asked by DAVE on December 18, 2021

Q: Your thoughts on SomaLogic.Thanks.

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Read Answer Asked by Maurice on December 17, 2021

• Merck & Company Inc. (MRK $114.17)
  • $114.17 P/E (TTM): 15.92X Cap: $283.08B
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Q: Do you think MRK is a good pharmaceutical company to invest in? Where do you see the company performing in the next few years?

Can you send me the list of the Canadian companies that pay the dividends in USD

Thanks

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Read Answer Asked by Kristelle on December 17, 2021

• Novo Nordisk A/S (NVO $37.05)
  • $37.05 P/E (TTM): 10.8X Cap: $363.68B
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Q: I know you don't dig deep into Europe. I have a small position in NVO and am up 50%.
Debt, ROE and P/E look ok. Weighting aside, does this look like a good time to add to my position?

Thanks and all the best of the season to you and your staff

Mike

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Read Answer Asked by Michael on December 17, 2021

• AbbVie Inc. (ABBV $206.33)
  • $206.33 P/E (TTM): 93.12X Cap: $368.38B
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• Veeva Systems Inc. Class A (VEEV $185.99)
  • $185.99 P/E (TTM): 36.39X Cap: $30.25B
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Q: I currently hold VEEV in my TFSA and have been disappointed in its performance. Would you replace it with ABBV? And if yes, would you do so now or in January?
Thank you.

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Read Answer Asked by Maureen on December 17, 2021

• AbbVie Inc. (ABBV $206.33)
  • $206.33 P/E (TTM): 93.12X Cap: $368.38B
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• Pfizer Inc. (PFE $27.40)
  • $27.40 P/E (TTM): 20.18X Cap: $155.40B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: I am underweight in the Healthcare sector with only a 1.5% holding in Well. Could you suggest US and Canadian securities which would be suitable for a solid performing “ core” holding?

Secondly, I am down 39% in WELL. Should I have any concerns picking up additional shares at this level?

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Read Answer Asked by Terry on December 16, 2021

• Zimmer Biomet Holdings Inc. (ZBH $89.92)
  • $89.92 P/E (TTM): 26.06X Cap: $17.42B
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Q: Is Zimmer Biomet Holdings a good buy at this time to add to a portfolio to start a small position? What do you think of the financial ratios for this stock, their industry that they serve, their customer base and insider ownership? Buy, hold or sell? Thanks

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Read Answer Asked by James on December 16, 2021

• Medtronic plc. (MDT $86.85)
  • $86.85 P/E (TTM): 24.7X Cap: $111.96B
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Q: Good morning,

What are your thoughts on purchase of MDT after the FDA warning letter ? A buying opportunity or time to wait?

Thank you.

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Read Answer Asked by Brad on December 16, 2021

• CRISPR Therapeutics AG (CRSP $46.84)
  • $46.84 Cap: $4.57B
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Q: CRSP has a PE of 15 so does this make it value/growth stock and a screaming buy at this level? Your analysis please.

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Read Answer Asked by Ian on December 15, 2021

• TECSYS Inc. (TCS $26.24)
  • $26.24 P/E (TTM): 75.64X Cap: $405M
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• CareRx Corporation (CRRX $3.71)
  • $3.71 Cap: $235M
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• Nuvei Corporation (NVEI)
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Q: Hello Peter,
Nuvei just came out with a release about the short seller. I dont think it says much more than what they previously announced. What did shopfiy do that was different to refute the short seller? At this point, it seems that Nuvei is stuck in the $75 range a far cry before the report. Would you just wait it out for now as the company is supported by large private firms and insider ownership seems decent. As well , analysts seem to be endorsing the company. Also , i would appreciate your view on Tecsys and CareRx . Thanks very much.

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Read Answer Asked by umedali on December 14, 2021

• CloudMD Software & Services Inc. (DOC $0.04)
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Q: Has your opinion on Cloud MD changed with recent contract wins including Empire Life and Sun Life. It would seem the company is gaining acceptance and market share. Your analysis please.

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Read Answer Asked by Ian on December 14, 2021

• Abbott Laboratories (ABT $107.15)
  • $107.15 P/E (TTM): 29.76X Cap: $188.95B
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• Boston Scientific Corporation (BSX $70.01)
  • $70.01 P/E (TTM): 36.7X Cap: $105.77B
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• Medtronic plc. (MDT $86.85)
  • $86.85 P/E (TTM): 24.7X Cap: $111.96B
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• Stryker Corporation (SYK $339.97)
  • $339.97 P/E (TTM): 41.46X Cap: $132.33B
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Q: Hello Team,

Do you have a list of three top DEFIBRILLATOR Maker publicly traded companies that are good investments (I suspect they will all be US and European Companies)?

Thank you,

Joseph

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Read Answer Asked by Joseph on December 14, 2021

• Teladoc Health Inc. (TDOC $5.52)
  • $5.52 Cap: $966M
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• Guardant Health Inc. (GH $89.13)
  • $89.13 Cap: $11.44B
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Q: GH or TDOC; which stock do you believe has the most growth going forward? High risk investor. Would you have another that you would prefer?

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Read Answer Asked by Ozzie on December 14, 2021

• Intuitive Surgical Inc. (ISRG $479.61)
  • $479.61 P/E (TTM): 61.34X Cap: $169.65B
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• AbbVie Inc. (ABBV $206.33)
  • $206.33 P/E (TTM): 93.12X Cap: $368.38B
  • View ABBV Profile
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• Medtronic plc. (MDT $86.85)
  • $86.85 P/E (TTM): 24.7X Cap: $111.96B
  • View MDT Profile
  • View Questions on MDT
• Stryker Corporation (SYK $339.97)
  • $339.97 P/E (TTM): 41.46X Cap: $132.33B
  • View SYK Profile
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• UnitedHealth Group Incorporated (DE) (UNH $280.34)
  • $280.34 P/E (TTM): 21.74X Cap: $258.07B
  • View UNH Profile
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Q: In recent responses to questions regarding recommended health care posotions you like: ISRG,SYK,MDT,ABBV. I have a full position in UNH. Would you suggest a change (no tax implications) i.e., is there anything wrong with UNH is your opinion? Thanks again.

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Read Answer Asked by Danny-boy on December 13, 2021

Q: can I have your opinion on the growth potential for Fulcrum therapeutics? they recently announced positive results for their sickle cell disease trials
thanks

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Read Answer Asked by Mary on December 13, 2021

• Arbutus Biopharma Corporation (ABUS $4.36)
  • $4.36 Cap: $817M
  • View ABUS Profile
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Q: Please give me your opinion on this company and their growth prospects. Thanks for you expertise.

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Read Answer Asked by Ian on December 13, 2021

• QVC Group Inc Com Ser A (QRTEA)
  • Cap: $2M
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Q: QRTEA and TGTX have declined quite a bit recently. can I have your opinion on these stocks? are they value traps? Would you prefer one over the other?

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Read Answer Asked by Mary on December 13, 2021

• Intuitive Surgical Inc. (ISRG $479.61)
  • $479.61 P/E (TTM): 61.34X Cap: $169.65B
  • View ISRG Profile
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• Stryker Corporation (SYK $339.97)
  • $339.97 P/E (TTM): 41.46X Cap: $132.33B
  • View SYK Profile
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Q: Hi Peter & team,

For US Heathcare, I’ve ABBV. I want to add one more wide moat, stable growth healthcare company. Thinking of either SYK or ISRG. Based on their current market valuation, balance sheets, and future revenue growth, which is the current preferred choice and why. Or is there another better choice? What’s the suggested entry price? Thanks.

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Read Answer Asked by Willie on December 13, 2021

• Meta Platforms Inc. (META $606.34)
  • $606.34 P/E (TTM): 26.51X Cap: $1.55T
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• Alphabet Inc. (GOOG $306.10)
  • $306.10 P/E (TTM): 28.62X Cap: $3.72T
  • View GOOG Profile
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• Intuitive Surgical Inc. (ISRG $479.61)
  • $479.61 P/E (TTM): 61.34X Cap: $169.65B
  • View ISRG Profile
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• Booking Holdings Inc. (BKNG $4,295.72)
  • $4,295.72 P/E (TTM): 26.74X Cap: $138.77B
  • View BKNG Profile
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• AbbVie Inc. (ABBV $206.33)
  • $206.33 P/E (TTM): 93.12X Cap: $368.38B
  • View ABBV Profile
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• The AES Corporation (AES $14.14)
  • $14.14 P/E (TTM): 11.27X Cap: $10.10B
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• Duke Energy Corporation (Holding Company) (DUK $129.70)
  • $129.70 P/E (TTM): 21.11X Cap: $101.73B
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• Home Depot Inc. (The) (HD $328.29)
  • $328.29 P/E (TTM): 23.29X Cap: $329.44B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• JPMorgan Chase & Co. (JPM $287.85)
  • $287.85 P/E (TTM): 14.34X Cap: $776.04B
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• Medtronic plc. (MDT $86.85)
  • $86.85 P/E (TTM): 24.7X Cap: $111.96B
  • View MDT Profile
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• Mosaic Company (The) (MOS $26.15)
  • $26.15 P/E (TTM): 16.96X Cap: $8.82B
  • View MOS Profile
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• Morgan Stanley (MS $158.59)
  • $158.59 P/E (TTM): 15.46X Cap: $251.58B
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• Prologis Inc. (PLD $130.99)
  • $130.99 P/E (TTM): 37.42X Cap: $124.81B
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• PPG Industries Inc. (PPG $98.21)
  • $98.21 P/E (TTM): 15.05X Cap: $22.55B
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• Public Storage (PSA $277.41)
  • $277.41 P/E (TTM): 31.76X Cap: $48.71B
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• Sherwin-Williams Company (The) (SHW $310.11)
  • $310.11 P/E (TTM): 31.23X Cap: $77.20B
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• Stryker Corporation (SYK $339.97)
  • $339.97 P/E (TTM): 41.46X Cap: $132.33B
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• TJX Companies Inc. (The) (TJX $154.65)
  • $154.65 P/E (TTM): 34.3X Cap: $169.75B
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• Verizon Communications Inc. (VZ $49.44)
  • $49.44 P/E (TTM): 12.44X Cap: $209.15B
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• Exxon Mobil Corporation (XOM $158.18)
  • $158.18 P/E (TTM): 23.7X Cap: $656.64B
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• Xylem Inc. New (XYL $120.49)
  • $120.49 P/E (TTM): 31.06X Cap: $29.08B
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• Bank of Nova Scotia (The) (BNS $94.50)
  • $94.50 P/E (TTM): 23.63X Cap: $118.13B
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• Suncor Energy Inc. (SU $87.01)
  • $87.01 P/E (TTM): 17.31X Cap: $101.04B
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• BCE Inc. (BCE $35.35)
  • $35.35 P/E (TTM): 5.35X Cap: $32.99B
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• Canadian Natural Resources Limited (CNQ $69.50)
  • $69.50 P/E (TTM): 21.18X Cap: $140.78B
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• Loblaw Companies Limited (L $61.87)
  • $61.87 P/E (TTM): 12.17X Cap: $74.17B
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• Sun Life Financial Inc. (SLF $85.95)
  • $85.95 P/E (TTM): 14.26X Cap: $48.19B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $53.12)
  • $53.12 P/E (TTM): 4.77X Cap: $29.17B
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• TELUS Corporation (T $18.08)
  • $18.08 P/E (TTM): 25.53X Cap: $28.51B
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• Dollarama Inc. (DOL $183.48)
  • $183.48 P/E (TTM): 41.43X Cap: $51.90B
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• Fortis Inc. (FTS $77.22)
  • $77.22 P/E (TTM): 22.87X Cap: $40.09B
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• ARC Resources Ltd. (ARX $28.81)
  • $28.81 P/E (TTM): 6.9X Cap: $15.95B
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• WSP Global Inc. (WSP $219.31)
  • $219.31 P/E (TTM): 30.24X Cap: $29.90B
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• Algonquin Power & Utilities Corp. (AQN $8.87)
  • $8.87 Cap: $6.81B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $35.90)
  • $35.90 P/E (TTM): 28.48X Cap: $5.53B
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• Descartes Systems Group Inc. (The) (DSG $99.67)
  • $99.67 P/E (TTM): 42.36X Cap: $8.40B
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• TFI International Inc. (TFII $135.52)
  • $135.52 P/E (TTM): 35.65X Cap: $11.35B
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• Whitecap Resources Inc. (WCP $15.00)
  • $15.00 P/E (TTM): 14.37X Cap: $17.74B
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• ATS Corporation (ATS $42.67)
  • $42.67 Cap: $4.28B
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• BRP Inc. Subordinate Voting Shares (DOO $85.14)
  • $85.14 Cap: $6.24B
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• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X
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• Premium Brands Holdings Corporation (PBH $87.05)
  • $87.05 P/E (TTM): 65.58X Cap: $4.15B
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• Knight Therapeutics Inc. (GUD $6.30)
  • $6.30 Cap: $615M
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• goeasy Ltd. (GSY $35.54)
  • $35.54 P/E (TTM): 2.78X Cap: $611M
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• InterRent Real Estate Investment Trust (IIP.UN $13.25)
  • $13.25 Cap: $1.85B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.55)
  • $12.55 P/E (TTM): 35.27X Cap: $3.78B
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• Profound Medical Corp. (PRN $7.06)
  • $7.06 Cap: $227M
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• Boralex Inc. Class A Shares (BLX $28.65)
  • $28.65 Cap: $2.95B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $110.25)
  • $110.25 Cap: $12.78B
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• CubeSmart (CUBE $38.21)
  • $38.21 P/E (TTM): 26.95X Cap: $8.72B
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• Nutrien Ltd. (NTR $104.50)
  • $104.50 P/E (TTM): 36.77X Cap: $51.70B
  • View NTR Profile
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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• Extra Space Storage Inc (EXR $135.83)
  • $135.83 P/E (TTM): 30.14X Cap: $28.79B
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• MEDIFAST INC (MED $10.08)
  • $10.08 Cap: $111M
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• T-Mobile US Inc. (TMUS $206.45)
  • $206.45 P/E (TTM): 21.95X Cap: $227.66B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.14)
  • $12.14 Cap: $1.70B
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• CrowdStrike Holdings Inc. (CRWD $428.29)
  • $428.29 Cap: $110.52B
  • View CRWD Profile
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• Jacobs Solutions Inc. (J $128.25)
  • $128.25 P/E (TTM): 36.22X Cap: $15B
  • View J Profile
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• Trane Technologies plc (TT $423.24)
  • $423.24 P/E (TTM): 32.77X Cap: $94.44B
  • View TT Profile
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• Celsius Holdings Inc. (CELH $42.88)
  • $42.88 P/E (TTM): 175.84X Cap: $10.66B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.45)
  • $55.45 Cap: $8.01B
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• Topicus.com Inc. (TOI $96.78)
  • $96.78 P/E (TTM): 308.43X Cap: $12.58B
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Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

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Read Answer Asked by kaushikbhai on December 10, 2021