Investment Q&A

• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.50T
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• Alphabet Inc. (GOOGL $206.09)
  • $206.09 P/E (TTM): 21.3X Cap: $2.49T
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Q: what is the difference between these 2 and which one would you say is a better buy.

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Read Answer Asked by wilson on June 22, 2023

• Health Care Select Sector SPDR (XLV $138.17)
  • $138.17 P/E (TTM): 83.67X Cap: $33.42B
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• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $49.70)
  • $49.70 P/E (TTM): 32.43X Cap: $3.18B
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• iShares U.S. Healthcare ETF (IYH $58.23)
  • $58.23 P/E (TTM): 84.22X Cap: $2.87B
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• SPDR Portfolio S&P 500 High Dividend ETF (SPYD $45.05)
  • $45.05 P/E (TTM): 59.53X Cap: $7.21B
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Q: Could you please recommend a US Dividend ETF (in US $), preferably with a Dividend of 4% or more. Also US Dividend Healthcare ETF. What is a good entry point for each? Thank you.

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Read Answer Asked by Pat on June 21, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: I am considering adding this to my portfolio but the expression "don't fight the tape " keeps holding me back. Pros, Cons and thoughts would be appreciated.

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Read Answer Asked by Harry on June 21, 2023

• Vulcan Materials Company (Holding Company) (VMC $292.40)
  • $292.40 P/E (TTM): 40.26X Cap: $37.82B
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Q: Good day everyone may I have your thoughts on Vulcan Materials.
Thanks

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Read Answer Asked by George on June 21, 2023

• Veeva Systems Inc. Class A (VEEV $290.86)
  • $290.86 P/E (TTM): 59.93X Cap: $47.53B
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• Progyny Inc. (PGNY $23.53)
  • $23.53 P/E (TTM): 39.2X Cap: $2.02B
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Q: I'm reviewing my portfolio to evaluate if there are any names i've held for a few years which haven't done much or i'm down on, and may be candidates to be sold and replaced with growthier names that have become more attractive. The 2 names that meet the criteria are VEEV and PGNY. With a focus on growth do you think either of these names should be sold and replaced or are they holds? Thx

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Read Answer Asked by Adam on June 21, 2023

• Baxter International Inc. (BAX $24.54)
  • $24.54 Cap: $12.60B
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Q: Could you update your views on BAX.US and why?

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Read Answer Asked by Frank on June 21, 2023

• Digital Realty Trust Inc. (DLR $167.06)
  • $167.06 P/E (TTM): 43.1X Cap: $56.97B
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Q: You have like this Reit in the past, but recently I have read it has high debt and was not recommended (in this particular article). Do you still like it, and what would be a good entry point if you were to buy it. I have a small position and am not sure whether I should add to it or not. Thanks.

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Read Answer Asked by Pat on June 21, 2023

• Costco Wholesale Corporation (COST $958.54)
  • $958.54 P/E (TTM): 56.64X Cap: $425.09B
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• Microsoft Corporation (MSFT $507.23)
  • $507.23 P/E (TTM): 36.97X Cap: $3.77T
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• Johnson & Johnson (JNJ $179.29)
  • $179.29 P/E (TTM): 19.14X Cap: $431.79B
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• Morgan Stanley (MS $148.02)
  • $148.02 P/E (TTM): 16.89X Cap: $236.28B
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Q: Hi 5i,
I plan on purchasing these 4 companies to cover off my exposure to the US markets.

What is your opinion of this portfolio? Any other addition?

Weighting in the Portfolio is a consideration, so I only have 4 positions.

Is now a good time to start accumulating, and it what order?

Thanks for the opinion.
John

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Read Answer Asked by John on June 21, 2023

• iShares Russell 2000 Growth ETF (IWO $307.28)
  • $307.28 P/E (TTM): 45.65X Cap: $12.38B
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• iShares Core S&P Small-Cap ETF (IJR $118.50)
  • $118.50 P/E (TTM): 49.78X Cap: $85.67B
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Q: What is the difference between IJR and IWO? Best account to hold?
Many thanks.

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Read Answer Asked by Carlos on June 21, 2023

• Adobe Inc. (ADBE $362.09)
  • $362.09 P/E (TTM): 22.67X Cap: $153.59B
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• Amazon.com Inc. (AMZN $228.84)
  • $228.84 P/E (TTM): 33.83X Cap: $2.44T
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• Costco Wholesale Corporation (COST $958.54)
  • $958.54 P/E (TTM): 56.64X Cap: $425.09B
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• Meta Platforms Inc. (META $754.79)
  • $754.79 P/E (TTM): 26.82X Cap: $1.89T
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• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.50T
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• Intuitive Surgical Inc. (ISRG $476.16)
  • $476.16 P/E (TTM): 65.44X Cap: $170.69B
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• Microsoft Corporation (MSFT $507.23)
  • $507.23 P/E (TTM): 36.97X Cap: $3.77T
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• QUALCOMM Incorporated (QCOM $158.01)
  • $158.01 P/E (TTM): 14.89X Cap: $170.49B
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• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
  • $79.41 P/E (TTM): 38.25X Cap: $9.11B
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Q: What stocks would you suggest for a TFSA of about $70k for a 30 y.o. with a 10-15 year time frame?
Thank you.

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Read Answer Asked by A on June 21, 2023

• CME Group Inc. (CME $269.52)
  • $269.52 P/E (TTM): 26.46X Cap: $97.12B
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• Nasdaq Inc. (NDAQ $94.75)
  • $94.75 P/E (TTM): 36.0X Cap: $54.36B
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• Visa Inc. (V $350.04)
  • $350.04 P/E (TTM): 33.56X Cap: $679.05B
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• Toronto-Dominion Bank (The) (TD $102.88)
  • $102.88 P/E (TTM): 10.49X Cap: $177.20B
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• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
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• Bank of Montreal (BMO $158.68)
  • $158.68 P/E (TTM): 13.88X Cap: $114.57B
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• Manulife Financial Corporation (MFC $42.49)
  • $42.49 P/E (TTM): 13.21X Cap: $72.17B
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• Power Corporation of Canada Subordinate Voting Shares (POW $57.76)
  • $57.76 P/E (TTM): 13.72X Cap: $37.04B
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• Timbercreek Financial Corp. (TF $7.70)
  • $7.70 P/E (TTM): 15.04X Cap: $637M
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• Cboe Global Markets Inc. (CBOE $246.43)
  • $246.43 P/E (TTM): 29.57X Cap: $25.77B
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• Tradeweb Markets Inc. (TW $127.99)
  • $127.99 P/E (TTM): 49.98X Cap: $30.26B
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
  • $91.16 P/E (TTM): 150.4X Cap: $136.36B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.47)
  • $84.47 P/E (TTM): 40.67X Cap: $136.25B
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Q: Hello Peter & Team: I am trying to trim down my financial holdings as I am spreading too thin, I'm currently retired and would like income with growth potential with 3 -5 years holdings time frame . Which of the above is most prefer to least prefer, and why.
Thank you for your great service , as always.

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Read Answer Asked by DAVID on June 21, 2023

• Regeneron Pharmaceuticals Inc. (REGN $589.48)
  • $589.48 P/E (TTM): 15.05X Cap: $62.47B
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• Thermo Fisher Scientific Inc (TMO $499.99)
  • $499.99 P/E (TTM): 27.98X Cap: $188.80B
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• UnitedHealth Group Incorporated (DE) (UNH $307.42)
  • $307.42 P/E (TTM): 12.7X Cap: $278.42B
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Q: Of these three which two would you recommend and why please? Thanks again. Dan

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Read Answer Asked by Danny-boy on June 21, 2023

• KKR & Co. Inc. (KKR $141.77)
  • $141.77 P/E (TTM): 65.64X Cap: $126.30B
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Q: I,ve held this stock for some time now. Does'nt seem to be going anywhere . What do you think of it ? Hold or sell ? Thanks.

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Read Answer Asked by Frank on June 21, 2023

• Arista Networks Inc. (ANET $133.25)
  • $133.25 P/E (TTM): 51.78X Cap: $167.47B
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• Super Micro Computer Inc. (SMCI $43.88)
  • $43.88 P/E (TTM): 23.12X Cap: $26.18B
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• Coherent Corp. (COHR $89.90)
  • $89.90 Cap: $14B
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• Fabrinet (FN $294.35)
  • $294.35 P/E (TTM): 30.18X Cap: $10.04B
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• Credo Technology Group Holding Ltd (CRDO $114.04)
  • $114.04 P/E (TTM): 365.48X Cap: $19.57B
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Q: Looking for "early winners" in "picks and shovels" for AI. Please rank among listed [FN COHR CRDO ANET SMCI] or others at current prices with what you like most about potential

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Read Answer Asked by sam on June 21, 2023

• Gentex Corporation (GNTX $28.16)
  • $28.16 P/E (TTM): 15.49X Cap: $6.18B
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Q: I am not sure you follow Gentex Corporation. Can you provide any insight in this company?

Thanks
Tim

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Read Answer Asked by Timothy on June 20, 2023

• INVESCO QQQ Trust (QQQ $571.97)
  • $571.97 P/E (TTM): 59.46X Cap: $368.43B
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• Invesco NASDAQ Next Gen 100 ETF (QQQJ $34.72)
  • $34.72 P/E (TTM): 31.0X Cap: $662M
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Q: Hi everyone!!

What are your thoughts on QQQJ ?I have it in my portfolio and am experiencing a small loss. Does it have the potential for future growth or would I be better off unloading it??

Cheers,

Tamara

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Read Answer Asked by Tamara on June 20, 2023

• Strategy Inc (MSTR $358.13)
  • $358.13 P/E (TTM): 30.89X Cap: $101.54B
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Q: Good day everyone
Your thoughts on MicroStrategy Inc
Thanks.

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Read Answer Asked by George on June 19, 2023

• iShares U.S. Technology ETF (IYW $181.41)
  • $181.41 P/E (TTM): 99.42X Cap: $22.82B
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Q: IYW is near its all time high of $116. Over the next 3 months what are the chances of the price moving higher than current $109.05?

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Read Answer Asked by Ron on June 19, 2023

• ASML Holding N.V. (ASML $754.89)
  • $754.89 P/E (TTM): 32.91X Cap: $296.88B
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Q: Hi,
I have learned about the amazing company that is responsible for the world's computer chips.
It is traded on the NASDAQ I believe.
Do you think all of the gain is priced-in, or is a position warranted?

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Read Answer Asked by D on June 19, 2023

• Atrion Corporation (ATRI)
  • P/E (TTM): 64.5X Cap: $809M
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Q: Kindly share the outlook for this name - buyable or not?

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Read Answer Asked by Jeff on June 19, 2023