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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Two part question here. I am trying to add PEG ratio to my thinking about stocks. It seems like a useful metric that combines growth with value. But I don't see it listed frequently enough for Canadian equities. I presume you work with trailing P/E and divide it by growth rather than forward P/E. Is that correct? I also realize I should be looking out for oddities in trailing P/E that shift it one way or another. Anything else I should be looking for? Second, I look at GOOG and it reads well at both a very reasonable forward P/E and PEG under 1. Are there other stocks you see with that combination? Thank-you.
Read Answer Asked by Alex on May 05, 2025
Q: Hi 5i
I picked up some UBER @ ~69 in January. Now it is ~85 and earnings out next week. Normally I keep stocks 3 years or longer, but with 24% gain I'm considering taking profit. How does it usually react post earnings? With King Chump, you just never know when he will say or do something that spooks investors (perhaps firing Powell so he is the fall guy that gets blamed for the recession King Trump brought on with his tariff fiasco).
Thanks, Greg
Read Answer Asked by Greg on May 05, 2025
Q: Hi Peter, interested in your short term and longer term thoughts on BRK since Warren's announcement that he the legend is passing the reins to Greg Abel this year while he (W) will maintain a more advisory role. We all knew it would come but lol though it's still rattling inc making many of us feel older as well. The stock will likely drop on this, especially when combined with the tepid quarter. How much of a premium is built in due to Warren vs if it was just another holding company. Greg Abel (from Edmonton) is obviously extremely capable and we love his humility, energy and endorsement but how will the market see this ? Where would you add ? Thank you.
Read Answer Asked by Paul on May 05, 2025
Q: Reports on May 5 after close. Do U think it will beat estimates of eps 13 and Rev $862m.Imvariably beat estimates.A current darling that is a outformer ytd.Reportedly signed lots of contracts,both Commrtcial & Governmental eg Nato,Ice.Also partnership with Samsung.Goog, Msft,& SpaceX & Anduril to bid for "Golden Dome" etc. What is the ratio of Inst & retail ownership?Lately very voliate after reports(think more to the upside).Do U think I should trim/ sell after massive gain(p/p $22),hold or add tomorrow.Txs for u usual great views & services.
Read Answer Asked by Peter on May 05, 2025
Q: I want to like SHOP but get put-off by the (forward) P/E. MELI scores better on P/E and RoE and appears to have momentum. Then there's SE, which shares MELI's P/E but shows better RoE growth; OTOH, it's somewhat more opaque.

I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?
Read Answer Asked by John on May 02, 2025
Q: Could you please rank these 5 stocks in terms of growth prospects and business model / sector strengths?

I have a 2yr to 3yr timeframe for these portions of my portfolio. Thx.
Read Answer Asked by Cathy on May 02, 2025
Q: Please rank following for a long term hold. Thanks
Read Answer Asked by Ben on May 02, 2025
Q: May I have your opinion of Amazon and Apple’s earnings this quarter and future outlook please.

Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.

Thank you.
Read Answer Asked by Sandra on May 02, 2025
Q: It has been reported that various companies are going to invest 8 trillion dollars into the U.S. economy in the future. What companies/sectors do you think will benefit the most from this investment?
Read Answer Asked by Jerry on May 02, 2025
Q: Hi 5i.

I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?
Read Answer Asked by William on May 01, 2025
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