Investment Q&A

• NVIDIA Corporation (NVDA $175.64)
  • $175.64 P/E (TTM): 58.21X Cap: $4.44T
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• Constellation Software Inc. (CSU $4,334.02)
  • $4,334.02 P/E (TTM): 107.98X Cap: $93.12B
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• The Trade Desk Inc. (TTD $52.53)
  • $52.53 P/E (TTM): 62.8X Cap: $25.68B
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• Copart Inc. (CPRT $47.81)
  • $47.81 P/E (TTM): 30.97X Cap: $46.22B
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• Old Dominion Freight Line Inc. (ODFL $154.80)
  • $154.80 P/E (TTM): 28.36X Cap: $32.25B
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• Heico Corporation (HEI $304.50)
  • $304.50 P/E (TTM): 71.77X Cap: $42.86B
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.41)
  • $89.41 P/E (TTM): 234.6X Cap: $134.40B
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Q: Hi,

Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?

Thank you,

Upvote 1

Read Answer Asked by Doris on September 13, 2023

• Perion Network Ltd (PERI $9.26)
  • $9.26 Cap: $421M
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Q: Why it is dropping this much today?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on September 12, 2023

• NVIDIA Corporation (NVDA $175.64)
  • $175.64 P/E (TTM): 58.21X Cap: $4.44T
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• Salesforce Inc. (CRM $246.00)
  • $246.00 P/E (TTM): 37.94X Cap: $233.23B
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Q: If you had to choose between CRM and NVDA, which one would it be?

Upvote 0

Read Answer Asked by James on September 12, 2023

• Amkor Technology Inc. (AMKR $23.74)
  • $23.74 P/E (TTM): 19.32X Cap: $6.02B
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Q: What is your opinion of this company now, after the stock sold off on Sept. 6 and 7? Would it be a buy now once it settles.

Upvote 0

Read Answer Asked by Earl on September 12, 2023

• Roper Technologies Inc. (ROP $532.59)
  • $532.59 P/E (TTM): 37.19X Cap: $57.28B
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• Constellation Software Inc. (CSU $4,334.02)
  • $4,334.02 P/E (TTM): 107.98X Cap: $93.12B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.15)
  • $27.15 P/E (TTM): 16.86X Cap: $639M
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• TerraVest Industries Inc. (TVK $141.07)
  • $141.07 P/E (TTM): 34.74X Cap: $3.05B
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• Waste Connections Inc. (WCN $258.21)
  • $258.21 P/E (TTM): 74.74X Cap: $65.72B
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• Heico Corporation (HEI $304.50)
  • $304.50 P/E (TTM): 71.77X Cap: $42.86B
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Q: Apar from CSU and related companies, are there other vertical software comp[anies in large addressable markets in sectors such as healthcare, media and industrials that you find arttractive? At what prices would you recommend initiating a position and why do you find them attractive.
Thank you
Sam

Upvote 0

Read Answer Asked by sam on September 12, 2023

• Spotify Technology S.A. (SPOT $719.35)
  • $719.35 Cap: $148.41B
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Q: What do you think of SPOT? I own some and thinking about selling due to their low margins, thoughts? I do love the product and is an extremely sticky product once people are a user.

Upvote 0

Read Answer Asked by Max on September 12, 2023

• RTX Corporation (RTX $153.66)
  • $153.66 P/E (TTM): 33.87X Cap: $208.14B
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Q: Hi 5i would the recent pull back be a good time to fill a 1/2 position in RTX. I was looking to hold this long term and was thinking RTX would be a bit more defensive during an economic weaker period.

Upvote 0

Read Answer Asked by Dean on September 12, 2023

• Alphabet Inc. (GOOG $202.49)
  • $202.49 P/E (TTM): 21.85X Cap: $2.47T
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• Alphabet Inc. (GOOGL $201.57)
  • $201.57 P/E (TTM): 21.74X Cap: $2.43T
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Q: Good morning, I hope you and the office are enjoying the last full week of summer. I would like your 30+ years of insight on this "largest monopoly trial in modern era" with the DOJ and Google. Is this something to be concerned about? Haven't we been here before ?

Thanks

Upvote 0

Read Answer Asked by Kolbi on September 12, 2023

• DraftKings (DEAC)
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• DraftKings Inc. (DKNG $45.02)
  • $45.02 Cap: $22.35B
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Q: whats your take on Draftkings

Upvote 0

Read Answer Asked by lynn on September 11, 2023

• STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. (STWD $19.99)
  • $19.99 P/E (TTM): 18.35X Cap: $7.28B
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Q: Would u recommend (,stwd)?

Upvote 0

Read Answer Asked by Barbars on September 11, 2023

• T-Mobile US Inc. (TMUS $258.22)
  • $258.22 P/E (TTM): 24.04X Cap: $290.60B
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Q: What is your opinion on T-Mobile as a growth stock over the next 3 to 5 years. Thanks.

Upvote 0

Read Answer Asked by Gerry on September 11, 2023

• iShares S&P/TSX SmallCap Index ETF (XCS $24.39)
  • $24.39 P/E (TTM): 26.42X Cap: $148M
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $43.18)
  • $43.18 P/E (TTM): 83.32X Cap: $630M
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Q: Hi- I am wondering if a small cap ETF would be a good choice for a RSP account (e.g. XCS and XSU specifically)? Aiming for low risk in this account.

Thanks

Upvote 0

Read Answer Asked by Jill on September 11, 2023

• Adobe Inc. (ADBE $361.03)
  • $361.03 P/E (TTM): 22.76X Cap: $151.54B
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• Intuit Inc. (INTU $701.03)
  • $701.03 P/E (TTM): 58.27X Cap: $200.06B
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• Oracle Corporation (ORCL $234.62)
  • $234.62 P/E (TTM): 57.21X Cap: $699.59B
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• ServiceNow Inc. (NOW $886.78)
  • $886.78 P/E (TTM): 109.09X Cap: $185.54B
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Q: Which of these would you suggest for a good balance of growth vs risk?

Upvote 0

Read Answer Asked by Graeme on September 11, 2023

• Dominion Energy Inc. (D $61.30)
  • $61.30 P/E (TTM): 23.16X Cap: $51.54B
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Q: Hold this loser in a RSP account in a drip mode. Long time holder starting to drop below break-even. Time to sell? Thx Ron

Upvote 0

Read Answer Asked by Ronald on September 11, 2023

• NexGen Energy Ltd. (NXE $9.06)
  • $9.06 Cap: $5.54B
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• Cameco Corporation (CCO $102.37)
  • $102.37 P/E (TTM): 84.91X Cap: $46.19B
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• Uranium Energy Corp. (UEC $9.66)
  • $9.66 Cap: $4.76B
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Q: What are your favorite Uranium plays for the next 3-5 yrs as countries relook at Nuclear ? Also, what are your specific thoughts on Centrus LEU ? Thank you.

Upvote 0

Read Answer Asked by Paul on September 11, 2023

• Coca-Cola Company (The) (KO $70.13)
  • $70.13 P/E (TTM): 24.79X Cap: $297.51B
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Q: Do you still feel that Coca-Cola can be owned forever? I bought it in July and have watched it slowly trend down.

Upvote 0

Read Answer Asked by Lesley on September 11, 2023

• QUALCOMM Incorporated (QCOM $156.25)
  • $156.25 P/E (TTM): 15.25X Cap: $171.45B
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Q: Hi 5I
Thoughts on QCOM and its recent negative momentum please.

Upvote 0

Read Answer Asked by mike on September 11, 2023

• Lantheus Holdings Inc. (LNTH $55.15)
  • $55.15 P/E (TTM): 15.44X Cap: $3.74B
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Q: Hi 5i
Your recent answer regarding LNTH piqued my interest. Why does it seem like a hated company currently?

Upvote 0

Read Answer Asked by mike on September 11, 2023

• Symbotic Inc. (SYM $46.80)
  • $46.80 Cap: $30.17B
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Q: With the drop in price today of over 7 percent would you think it is an ok time to purchase some shares?

Upvote 0

Read Answer Asked by Lesley on September 08, 2023

• Microsoft Corporation (MSFT $509.77)
  • $509.77 P/E (TTM): 38.14X Cap: $3.84T
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• SentinelOne Inc. Class A (S $16.95)
  • $16.95 Cap: $5.65B
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• CrowdStrike Holdings Inc. (CRWD $418.60)
  • $418.60 Cap: $104.33B
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Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.

Upvote 0

Read Answer Asked by Michael on September 08, 2023