Investment Q&A

• AMETEK Inc. (AME $189.93)
  • $189.93 P/E (TTM): 30.92X Cap: $43.86B
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• Roper Technologies Inc. (ROP $512.53)
  • $512.53 P/E (TTM): 36.33X Cap: $55.15B
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• Constellation Software Inc. (CSU $4,392.79)
  • $4,392.79 P/E (TTM): 109.88X Cap: $93.08B
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• Heico Corporation (HEI $318.89)
  • $318.89 P/E (TTM): 74.78X Cap: $44.39B
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• Topicus.com Inc. (TOI $165.45)
  • $165.45 P/E (TTM): 81.12X Cap: $13.80B
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• Lumine Group Inc. (LMN $45.56)
  • $45.56 P/E (TTM): 175.88X Cap: $11.69B
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Q: How does Roper compare to CSU? Thanks.

Upvote 11

Read Answer Asked by Sandra on November 08, 2023

• Expedia Group Inc. (EXPE $222.19)
  • $222.19 P/E (TTM): 26.42X Cap: $27.48B
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• Booking Holdings Inc. (BKNG $5,458.32)
  • $5,458.32 P/E (TTM): 38.33X Cap: $176.90B
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• TripAdvisor Inc. (TRIP $17.73)
  • $17.73 P/E (TTM): 35.8X Cap: $2.06B
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• Airbnb Inc. (ABNB $122.55)
  • $122.55 P/E (TTM): 29.94X Cap: $76.15B
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Q: Could you do a quick review of the 3 online activity/trip/booking companies and provide your order of buying with a short explanation of your most preferred to least preferred. If you believe there's a better investment than these three in this sector, which would it be and why is it better? Thanks so much for all you do. Regards, John

Upvote 7

Read Answer Asked by John on November 08, 2023

• Crocs Inc. (CROX $77.43)
  • $77.43 P/E (TTM): 21.7X Cap: $4.22B
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Q: Hi Peter,
Crox’s latest sales forecast is disappointing and the stock has steadily been dropping for many months. What do you see is necessary before this stock will regain confidence and pop? I have this stock in my TFSA so cannot take advantage of tax loss. Is this stock worthwhile to hold onto? With the opportunity cost, does it makes sense to switch? Which other US consumer stocks would you rather buy at this time that have a much higher growth projection for the next few years and financial stability to weather a recession? Thanks.

Upvote 11

Read Answer Asked by Willie on November 08, 2023

• Ceragon Networks Ltd. (CRNT $1.99)
  • $1.99 Cap: $176M
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Q: Peter and His Wonder Team
CRNT just reported 3Q results. Based on these results please give me your opinion on there future. Is it a buy at these levels? Thank you as always!

Upvote 1

Read Answer Asked by Ernest on November 08, 2023

• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.03X Cap: $7.72B
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• Toast Inc. Class A (TOST $39.95)
  • $39.95 P/E (TTM): 107.34X Cap: $23.29B
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• Fiserv Inc. (FI $134.32)
  • $134.32 P/E (TTM): 22.69X Cap: $73.01B
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Q: Hi,
Is it time to get out. What do you make out of today’s report. ? I am 35% down. Buy, sell, hold.
Thanks. Alnoor

Upvote 4

Read Answer Asked by Alnoor on November 08, 2023

• TKO Group Holdings Inc. Class A (TKO $202.44)
  • $202.44 P/E (TTM): 83.57X Cap: $38.95B
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Q: What are your thoughts on this company? I currently own Endeavour that owns 51% of TKO. Thanks as always for your advice.

Upvote 2

Read Answer Asked by Nigel on November 08, 2023

• Home Depot Inc. (The) (HD $422.69)
  • $422.69 P/E (TTM): 28.75X Cap: $420.73B
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• Lowe's Companies Inc. (LOW $271.83)
  • $271.83 P/E (TTM): 22.53X Cap: $152.44B
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• Acadian Timber Corp. (ADN $17.33)
  • $17.33 P/E (TTM): 21.66X Cap: $314M
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• Floor & Decor Holdings Inc. (FND $88.68)
  • $88.68 P/E (TTM): 46.37X Cap: $9.55B
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• TopBuild Corp. (BLD $417.37)
  • $417.37 P/E (TTM): 21.03X Cap: $11.74B
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• NVR Inc. (NVR $8,414.82)
  • $8,414.82 P/E (TTM): 18.04X Cap: $24.14B
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• West Fraser Timber Co. Ltd. (WFG $104.51)
  • $104.51 Cap: $8.24B
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Q: Please provide best “lower risk” investment ideas given the housing shortage in Canada and USA?

Upvote 1

Read Answer Asked by Geoffrey on November 08, 2023

• Caesarstone Ltd. (CSTE $1.40)
  • $1.40 Cap: $48M
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Q: Could I have your opinion about this company please

Upvote 2

Read Answer Asked by John on November 07, 2023

• ARMOUR Residential REIT Inc. (ARR $15.32)
  • $15.32 Cap: $1.40B
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Q: Hi Peter and wonder team!

Can you give me the basics on the fundamentals and guidance on ARR.
it pays a alarmingly generous dividend and seems to have some momentum. I need some more REITS and can’t help but be attracted to the dividend here.

What concerns would you have here?
Debt? Insecure dividend?

Appreciate all you do!

Upvote 2

Read Answer Asked by Josh on November 07, 2023

• Air Products and Chemicals Inc. (APD $292.82)
  • $292.82 P/E (TTM): 42.36X Cap: $65.16B
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Q: Major negative reaction to APD's earning. Was it priced for perfection prior ? Your thoughts on this business going forward ?

Upvote 3

Read Answer Asked by James on November 07, 2023

• Celsius Holdings Inc. (CELH $57.82)
  • $57.82 P/E (TTM): 175.52X Cap: $14.91B
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Q: Can you comment on Celsius Holdings latest quarter please.
Thank you

Upvote 10

Read Answer Asked by Neil on November 07, 2023

• Microsoft Corporation (MSFT $509.90)
  • $509.90 P/E (TTM): 36.73X Cap: $3.79T
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Q: May I please get your thoughts on MSFT and in particular their new AI product Copilot that recently launched. Have you used it? Are there any analyst options/estimates for how much it may add to the top-line over the coming year or two? Thanks.

Upvote 33

Read Answer Asked by Marco on November 07, 2023

• PayPal Holdings Inc. (PYPL $66.89)
  • $66.89 P/E (TTM): 14.44X Cap: $63.90B
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• Mastercard Incorporated (MA $580.41)
  • $580.41 P/E (TTM): 39.7X Cap: $524.69B
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• Visa Inc. (V $339.43)
  • $339.43 P/E (TTM): 33.54X Cap: $658.47B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Jack Henry & Associates Inc. (JKHY $160.12)
  • $160.12 P/E (TTM): 25.87X Cap: $11.59B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Fiserv Inc. (FI $134.32)
  • $134.32 P/E (TTM): 22.69X Cap: $73.01B
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Q: Hi 5i; I would like your assessment of Fiserv Inc. (FI). It has started to trend up off the lows of 2022 and I am back into positive territory but not certain this is still one to hold. I am interested in the outlook for this stock individually and whether you see it in the top quartile performer in a crowded and competitive space – electronic payments.

I’d also appreciate your comment on the Goodwill number on Sept 30th balance sheet; seems excessive?

Thanks very much.

Upvote 9

Read Answer Asked by Dave on November 07, 2023

• Berkshire Hathaway Inc. (BRK.B $493.74)
  • $493.74 P/E (TTM): 17.03X Cap: $1.06T
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Q: Hi Peter, looks like Warren and Charlie and Team still know what their doing. Your thoughts on the 1/4 ? Also, how does the BRK performance compare with the usual benchmarks like S&P and Dow over different time periods (5, 10, 15yrs etc). What is the argument against just owning BRK for US$ exposure ? Thank you.

Upvote 25

Read Answer Asked by Paul on November 07, 2023

• Opendoor Technologies Inc (OPEN $9.07)
  • $9.07 Cap: $6.67B
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Q: What do you think of OPEN’s quarter and guidance?

Upvote 3

Read Answer Asked by Michael on November 07, 2023

• PIMCO Dynamic Income Fund (PDI $19.85)
  • $19.85 Cap: $4.82B
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Q: Are the distributions taxed as income?

Upvote 3

Read Answer Asked by Gregory on November 07, 2023

• The Walt Disney Company (DIS $115.96)
  • $115.96 P/E (TTM): 18.32X Cap: $208.48B
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Q: Hi
What is to be made of Disney’s deal for the rest of Hulu? Do you believe this is a good deal for the company from both a viewership and financial perspective? Thank you.

Kenn

Upvote 14

Read Answer Asked by Kenneth on November 07, 2023

• Expedia Group Inc. (EXPE $222.19)
  • $222.19 P/E (TTM): 26.42X Cap: $27.48B
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• Booking Holdings Inc. (BKNG $5,458.32)
  • $5,458.32 P/E (TTM): 38.33X Cap: $176.90B
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Q: What is your view on these two following the divergent reaction to their earnings reports? Which would be your preference today?

Upvote 12

Read Answer Asked by Peter on November 06, 2023

• Algoma Steel Group Inc. (ASTL $6.31)
  • $6.31 Cap: $662M
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Q: your view please on astl given recent earnings.
thank you.

Upvote 4

Read Answer Asked by howard on November 06, 2023

• Fox Factory Holding Corp. (FOXF $27.25)
  • $27.25 Cap: $1.13B
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Q: The market does not like the decline in sales and for that matter the acquisition as well. Do you think to blame the strike for the extent of decline is justified?
If you think it is worth a hold, would you take a loss for tax purposes and visit later. what is the likelihood of a bounce into the year end?
Regards
Rajiv

Upvote 6

Read Answer Asked by Rajiv on November 06, 2023