Investment Q&A

• lululemon athletica inc. (LULU $159.87)
  • $159.87 P/E (TTM): 11.32X Cap: $18.13B
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Q: Thoughts on the drop today and whether this is a good entry given analysts apparently going sour on this name. LULU, like NKE, seems to have tremendous brand loyalty.

Upvote 3

Read Answer Asked by Thomas on July 26, 2024

• Cellebrite DI Ltd. (CLBT $16.80)
  • $16.80 Cap: $4.02B
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• Cellebrite DI Ltd. Warrants (CLBTW $5.25)
  • $5.25 Cap: $1.25B
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Q: Peter; Can you comment on this company- momentum, earnings etc. are the warrants priced reasonably assuming analysts estimates ? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on July 26, 2024

• Chipotle Mexican Grill Inc. (CMG $38.63)
  • $38.63 P/E (TTM): 34.79X Cap: $51.79B
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Q: With the share price almost 25% down in the last month following the share split would you consider this restaurant chain as a good investment for the long term ? Also what do you think of yesterday numbers ? Thanks !

Upvote 5

Read Answer Asked by jean on July 26, 2024

• KKR Real Estate Finance Trust Inc. (KREF $9.59)
  • $9.59 Cap: $629M
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Q: KREF's near term earnings prospects seem quite buoyant. Is it worth further investigation?
Best regards,

David

Upvote 1

Read Answer Asked by David on July 26, 2024

• Otis Worldwide Corporation When Issued (OTIS $44.00)
  • $44.00 P/E (TTM): 23.58X Cap: $17.26B
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Q: May I have your opinion on OTIS and in particular it's growth profile. Thanks.

Upvote 1

Read Answer Asked by Gerry on July 26, 2024

• Apple Inc. (AAPL $234.07)
  • $234.07 P/E (TTM): 34.91X Cap: $3.47T
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• Alphabet Inc. (GOOG $241.38)
  • $241.38 P/E (TTM): 25.67X Cap: $2.91T
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• Microsoft Corporation (MSFT $509.90)
  • $509.90 P/E (TTM): 36.73X Cap: $3.79T
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 57.15X Cap: $4.32T
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• Crocs Inc. (CROX $77.43)
  • $77.43 P/E (TTM): 21.7X Cap: $4.22B
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• CrowdStrike Holdings Inc. (CRWD $436.10)
  • $436.10 Cap: $109.44B
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• Vertiv Holdings LLC Class A (VRT $134.84)
  • $134.84 P/E (TTM): 64.93X Cap: $51.49B
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• Celsius Holdings Inc. (CELH $57.82)
  • $57.82 P/E (TTM): 175.52X Cap: $14.91B
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Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim

Upvote 31

Read Answer Asked by Timothy on July 26, 2024

• Applied Materials Inc. (AMAT $167.80)
  • $167.80 P/E (TTM): 20.7X Cap: $133.67B
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• Micron Technology Inc. (MU $157.23)
  • $157.23 P/E (TTM): 27.03X Cap: $175.96B
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 57.15X Cap: $4.32T
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• QUALCOMM Incorporated (QCOM $161.83)
  • $161.83 P/E (TTM): 15.6X Cap: $174.61B
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• ON Semiconductor Corporation (ON $48.26)
  • $48.26 P/E (TTM): 45.81X Cap: $19.73B
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• Marvell Technology Inc. (MRVL $67.35)
  • $67.35 Cap: $58.06B
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• Dell Technologies Inc. Class C (DELL $125.04)
  • $125.04 P/E (TTM): 18.01X Cap: $84.07B
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• Vertiv Holdings LLC Class A (VRT $134.84)
  • $134.84 P/E (TTM): 64.93X Cap: $51.49B
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Q: On a scale from 1 to 10, what number would you assign the following eight stocks where 10 represents the most upside and 1 the least, and what letter grade would you give them where an A represents the least risk and an F the most?

NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT

Upvote 20

Read Answer Asked by Brian on July 26, 2024

• Roper Technologies Inc. (ROP $512.53)
  • $512.53 P/E (TTM): 36.33X Cap: $55.15B
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• United Rentals Inc. (URI $938.00)
  • $938.00 P/E (TTM): 24.85X Cap: $60.35B
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Q: Hi,
Have held ROP for many years and done well. Can you please comment on recent earnings which clearly street not happy with. What are your thoughts on a switch from ROP to URI, a company I have wanted to buy for a long time? What is good price for URI? Thank you!

Upvote 3

Read Answer Asked by Neil on July 26, 2024

• iShares Russell 2000 Growth ETF (IWO $312.87)
  • $312.87 P/E (TTM): 45.65X Cap: $12.64B
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• iShares S&P/TSX SmallCap Index ETF (XCS $26.60)
  • $26.60 P/E (TTM): 1.37X Cap: $159M
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• Vanguard Small Cap Growth ETF (VBK $298.49)
  • $298.49 P/E (TTM): 22.15X Cap: $19.09B
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• ISHARES TRUST (IJT $140.82)
  • $140.82 P/E (TTM): 57.09X Cap: $6.26B
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Q: Hi there,

Can you comment on the strength of small and mid caps going forward and give me 1 US and 1 Cdn etf to look at?

Ok thanks!

Upvote 3

Read Answer Asked by Robert on July 26, 2024

• Ulta Beauty Inc. (ULTA $514.62)
  • $514.62 P/E (TTM): 20.41X Cap: $23.07B
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Q: Ulta Beauty keeps dropping - it's down 20% from same time last year, and I'm down 26%. Do you see a concerning trend? Do you think the funds would be better deployed elsewhere? Thanks!

Upvote 6

Read Answer Asked by Kim on July 25, 2024

• Constellation Energy Corporation (CEG $323.48)
  • $323.48 P/E (TTM): 33.19X Cap: $101.05B
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Q: What's going on with CEG lately? Any news regarding the recent drop?

Upvote 2

Read Answer Asked by Max on July 25, 2024

• Alphabet Inc. (GOOG $241.38)
  • $241.38 P/E (TTM): 25.67X Cap: $2.91T
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• General Dynamics Corporation (GD $326.15)
  • $326.15 P/E (TTM): 22.14X Cap: $87.73B
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• Roper Technologies Inc. (ROP $512.53)
  • $512.53 P/E (TTM): 36.33X Cap: $55.15B
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• The Trade Desk Inc. (TTD $45.15)
  • $45.15 P/E (TTM): 54.51X Cap: $22.07B
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Q: Any reason for the decline in price today,would you buy any today and in what order thanx

Upvote 5

Read Answer Asked by andre on July 24, 2024

• Alphabet Inc. (GOOG $241.38)
  • $241.38 P/E (TTM): 25.67X Cap: $2.91T
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Q: Can you comment on Google earnings? Thank-you.

Upvote 9

Read Answer Asked by Alex on July 24, 2024

• Philip Morris International Inc (PM $166.11)
  • $166.11 P/E (TTM): 31.86X Cap: $258.56B
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• Constellation Brands Inc. (STZ $139.49)
  • $139.49 Cap: $24.59B
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• Brown Forman Inc Class B (BF.B $27.51)
  • $27.51 P/E (TTM): 15.33X Cap: $13.21B
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• Diageo plc (DEO $101.72)
  • $101.72 P/E (TTM): 24.16X Cap: $57.58B
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Q: I would like to replace Diageo with company that has a better growth profile. Can you provide me with a few names please; CDN or US$. Thanks as always.

Upvote 4

Read Answer Asked by Gerry on July 24, 2024

• Philip Morris International Inc (PM $166.11)
  • $166.11 P/E (TTM): 31.86X Cap: $258.56B
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• Enbridge Inc. (ENB $67.98)
  • $67.98 P/E (TTM): 23.73X Cap: $148.26B
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• Canadian Natural Resources Limited (CNQ $43.21)
  • $43.21 P/E (TTM): 10.96X Cap: $90.19B
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• Ares Management Corporation Class A (ARES $182.79)
  • $182.79 P/E (TTM): 140.68X Cap: $59.71B
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• British American Tobacco p.l.c. (BTI $56.59)
  • $56.59 P/E (TTM): 30.88X Cap: $124.86B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
  • $78.35 P/E (TTM): 38.75X Cap: $126.38B
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Q: Hi,
what would be your top 3 dividend stock right now that's not in financial and utilities?
Also what would be your top 3 in US?
Thank You

Upvote 9

Read Answer Asked by Danny on July 24, 2024

• Vertiv Holdings LLC Class A (VRT $134.84)
  • $134.84 P/E (TTM): 64.93X Cap: $51.49B
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Q: A fairly large move by VRT after earnings. Can I have your opinion? Also does this look like a buying opportunity?

Thank-you.

Upvote 10

Read Answer Asked by Alex on July 24, 2024

• SPDR S&P 500 ETF Trust (SPY $657.41)
  • $657.41 P/E (TTM): 82.05X Cap: $665.58B
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Q: CRTC NYSE Arca/US Xtrackers US National Critical Technologies ETF.

What's your opinion on this one buy or not?

Holdings seem similar to other ETF's I hold.

Thank you.

Upvote 1

Read Answer Asked by Ross on July 24, 2024

• United Parcel Service Inc. (UPS $84.35)
  • $84.35 P/E (TTM): 12.62X Cap: $71.49B
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Q: Hello, UPS has dropped quite a bit following earnings release, do you believe it is more of a « market dislocation » or does it reflect UPS’s new value? If the former, is this a good opportunity to buy now? Thanks?

Upvote 4

Read Answer Asked by Martin on July 24, 2024

Q: SHLD NYSE Arca/US Global X Defense Tech ETF

What's your opinion on this one, buy or not?

Has some unusual holdings.

Thank you.

Upvote 3

Read Answer Asked by Ross on July 24, 2024

• Medpace Holdings Inc. (MEDP $490.64)
  • $490.64 P/E (TTM): 37.0X Cap: $13.78B
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Q: Your comments please on their recent quarterly results and the market reaction - a 20% drawdown.

Thanks,

Upvote 3

Read Answer Asked by Adam on July 23, 2024