Investment Q&A

• Open Text Corporation (OTEX $30.55)
  • $30.55 P/E (TTM): 13.68X Cap: $7.58B
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• B2Gold Corp. (BTO $5.79)
  • $5.79 Cap: $7.58B
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• Roku Inc. (ROKU $95.15)
  • $95.15 P/E (TTM): 174.66X Cap: $14.09B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.18)
  • $12.18 Cap: $1.65B
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Q: Have these stocks, which are all down, in a TFSA. Are they worth holding for the next 6-12 months or would you sell and move on?

Upvote 3

Read Answer Asked by Pat on July 26, 2024

• lululemon athletica inc. (LULU $158.68)
  • $158.68 P/E (TTM): 11.44X Cap: $17.78B
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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 $14.26)
  • $14.26 Cap: $3.54B
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• Cellebrite DI Ltd. Warrants (CLBTW $5.25)
  • $5.25 Cap: $3.55B
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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 $32.42)
  • $32.42 P/E (TTM): 29.26X Cap: $42.66B
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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 $6.40)
  • $6.40 Cap: $410M
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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): 22.58X
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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 $252.84)
  • $252.84 P/E (TTM): 31.83X Cap: $3.69T
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• Alphabet Inc. (GOOG $288.41)
  • $288.41 P/E (TTM): 27.66X Cap: $3.51T
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• Microsoft Corporation (MSFT $370.25)
  • $370.25 P/E (TTM): 23.95X Cap: $2.76T
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• NVIDIA Corporation (NVDA $178.51)
  • $178.51 P/E (TTM): 35.84X Cap: $4.25T
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• Crocs Inc. (CROX $79.67)
  • $79.67 Cap: $4.01B
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• CrowdStrike Holdings Inc. (CRWD $384.86)
  • $384.86 Cap: $99.66B
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• Vertiv Holdings LLC Class A (VRT $275.75)
  • $275.75 P/E (TTM): 75.07X Cap: $103.64B
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• Celsius Holdings Inc. (CELH $36.02)
  • $36.02 P/E (TTM): 158.6X Cap: $9.51B
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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 $369.42)
  • $369.42 P/E (TTM): 37.03X Cap: $296.80B
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• Micron Technology Inc. (MU $380.00)
  • $380.00 P/E (TTM): 38.44X Cap: $446.05B
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• NVIDIA Corporation (NVDA $178.51)
  • $178.51 P/E (TTM): 35.84X Cap: $4.25T
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• QUALCOMM Incorporated (QCOM $130.18)
  • $130.18 P/E (TTM): 25.88X Cap: $137.29B
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• ON Semiconductor Corporation (ON $63.54)
  • $63.54 P/E (TTM): 206.52X Cap: $24.56B
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• Marvell Technology Inc. (MRVL $98.62)
  • $98.62 P/E (TTM): 31.64X Cap: $80.76B
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• Dell Technologies Inc. Class C (DELL $183.00)
  • $183.00 P/E (TTM): 21.49X Cap: $114.23B
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• Vertiv Holdings LLC Class A (VRT $275.75)
  • $275.75 P/E (TTM): 75.07X Cap: $103.64B
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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 $345.60)
  • $345.60 P/E (TTM): 24.89X Cap: $35.60B
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• United Rentals Inc. (URI $748.44)
  • $748.44 P/E (TTM): 18.96X Cap: $47.04B
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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 $320.70)
  • $320.70 P/E (TTM): 22.36X Cap: $12.44B
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• iShares S&P/TSX SmallCap Index ETF (XCS $33.71)
  • $33.71 P/E (TTM): 15.16X Cap: $242M
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• Vanguard Small Cap Growth ETF (VBK $309.22)
  • $309.22 P/E (TTM): 23.17X Cap: $21.74B
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• ISHARES TRUST (IJT $145.69)
  • $145.69 P/E (TTM): 19.29X Cap: $6.79B
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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 $525.65)
  • $525.65 P/E (TTM): 19.81X Cap: $22.85B
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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 $304.27)
  • $304.27 P/E (TTM): 39.16X Cap: $92.37B
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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 $288.41)
  • $288.41 P/E (TTM): 27.66X Cap: $3.51T
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• General Dynamics Corporation (GD $352.88)
  • $352.88 P/E (TTM): 22.48X Cap: $93.61B
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• Roper Technologies Inc. (ROP $345.60)
  • $345.60 P/E (TTM): 24.89X Cap: $35.60B
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• The Trade Desk Inc. (TTD $21.91)
  • $21.91 P/E (TTM): 26.61X Cap: $10.63B
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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 $288.41)
  • $288.41 P/E (TTM): 27.66X Cap: $3.51T
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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 $164.98)
  • $164.98 P/E (TTM): 22.48X Cap: $255.09B
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• Constellation Brands Inc. (STZ $151.70)
  • $151.70 P/E (TTM): 23.82X Cap: $26.47B
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• Brown Forman Inc Class B (BF.B $23.40)
  • $23.40 P/E (TTM): 13.33X Cap: $10.70B
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• Diageo plc (DEO $73.84)
  • $73.84 P/E (TTM): 17.4X Cap: $41.20B
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Q: I would like to replace Diageo with company that has a better growth profile. Can you provide me with a few names please; CDN or US$. Thanks as always.

Upvote 4

Read Answer Asked by Gerry on July 24, 2024

• Philip Morris International Inc (PM $164.98)
  • $164.98 P/E (TTM): 22.48X Cap: $255.09B
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• Enbridge Inc. (ENB $75.23)
  • $75.23 P/E (TTM): 28.43X Cap: $163.47B
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• Canadian Natural Resources Limited (CNQ $67.87)
  • $67.87 P/E (TTM): 20.97X Cap: $140.76B
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• Ares Management Corporation Class A (ARES $106.49)
  • $106.49 P/E (TTM): 62.64X Cap: $34.93B
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• British American Tobacco p.l.c. (BTI $58.49)
  • $58.49 P/E (TTM): 31.5X Cap: $125.48B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.13)
  • $60.13 P/E (TTM): 29.17X Cap: $96.68B
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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 $275.75)
  • $275.75 P/E (TTM): 75.07X Cap: $103.64B
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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

• State Street SPDR S&P 500 ETF Trust (SPY $656.59)
  • $656.59 P/E (TTM): 26.17X Cap: $646.57B
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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 $98.66)
  • $98.66 P/E (TTM): 14.89X Cap: $83.59B
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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