Investment Q&A

• Danaher Corporation (DHR $212.20)
  • $212.20 P/E (TTM): 44.78X Cap: $149.66B
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• Roper Technologies Inc. (ROP $532.59)
  • $532.59 P/E (TTM): 37.19X Cap: $57.28B
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• Descartes Systems Group Inc. (The) (DSG $136.96)
  • $136.96 P/E (TTM): 59.35X Cap: $11.68B
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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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• Markel Group Inc. (MKL $1,955.44)
  • $1,955.44 P/E (TTM): 14.18X Cap: $24.32B
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• Transdigm Group Incorporated (TDG $1,397.78)
  • $1,397.78 P/E (TTM): 46.82X Cap: $78.33B
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• Tyler Technologies Inc. (TYL $570.26)
  • $570.26 P/E (TTM): 81.84X Cap: $25.10B
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• Berkshire Hathaway Inc. (BRK.B $485.31)
  • $485.31 P/E (TTM): 16.35X Cap: $1.03T
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• RCI Hospitality Holdings Inc. (RICK $36.36)
  • $36.36 P/E (TTM): 44.08X Cap: $330M
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Q: What 10 businesses either in Canada and/or the US do you think exhibit these traits other than Constellation Software?

Strong capital allocators and quality asset managers
Strong insider ownership
Exceptional business models
Compound capital over a long period of time
Consistent earnings Growth

Thanks!

Upvote 2

Read Answer Asked by Keith on May 13, 2023

• Snowflake Inc. (SNOW $192.63)
  • $192.63 Cap: $66.15B
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Q: I own SNOW and am down 30%. It has been loudly touted as a future all star stock by folks like Brad Gerstner. But hasn’t lived up to the hype and is about 1/2 of previous highs.

With all the focus on and interest in AI, am I better to hold or add to Snow or sell and buy one or more stock that looks to have better upside potential. Do you have 2-3 favourites ?


Thanks for your help.

Upvote 0

Read Answer Asked by Donald on May 12, 2023

• Horizons Enhanced Income Gold Producers ETF Unit Adv Cl (New) (HEPA)
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Q: Hi,

HEPION Parma (HEPA-US: not in your database) had a 1/20 reverse stock split this week. Taking this into account, the stock is still nearly down 50% in 2 days. Liver/ NASH disease is a good research target. Any news I did not see?

Have a great week-end. Thanks

Upvote 0

Read Answer Asked by Denise on May 12, 2023

• Celsius Holdings Inc. (CELH $60.47)
  • $60.47 P/E (TTM): 173.64X Cap: $15.59B
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Q: Thoughts on latest quarter ? Momentum , Shorts etc..
Seem to cloud Story ...

Greg

Upvote 0

Read Answer Asked by Greg on May 12, 2023

• Catalyst Pharmaceuticals Inc. (CPRX $20.25)
  • $20.25 P/E (TTM): 12.26X Cap: $2.47B
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Q: May i have your thoughts on this one? It released earnings last night which looked great but the stock is down 20% or so today and I'm now holding at a loss. I read the conference call transcript and I can't figure out why the market sent this one lower after what looked like a nice quarter with significant year over year earnings growth. I don't know what I may be missing. The same thing happened to me on Peri and Meli, which I thought had good earnings but fell the day after, only to recover a bit in the following days.

Thank you,

Jason

Upvote 0

Read Answer Asked by Jason on May 12, 2023

• Harvest Healthcare Leaders Income ETF (HHL $7.29)
  • $7.29 P/E (TTM): 56.1X Cap: $1.41B
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• Health Care Select Sector SPDR (XLV $136.76)
  • $136.76 P/E (TTM): 65.74X Cap: $33.08B
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• iShares U.S. Medical Devices ETF (IHI $61.89)
  • $61.89 P/E (TTM): 164.7X Cap: $4.34B
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• Vanguard Health Care ETF (VHT $253.21)
  • $253.21 P/E (TTM): 82.92X Cap: $15.31B
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• Harvest Healthcare Leaders Income ETF (HHL.B $8.45)
  • $8.45 P/E (TTM): 71.28X Cap: $18M
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Q: Good Morning
Would like your opinion on the Harvest Health Care ETFs? Need to increase health care in portfolio. Is there another way to invest in health care that you would be preferable?
Would it be advisable to be Hedged or Un-Hedged?
Thank you.

Upvote 0

Read Answer Asked by Heather on May 11, 2023

• Apple Inc. (AAPL $230.56)
  • $230.56 P/E (TTM): 35.14X Cap: $3.42T
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• Microsoft Corporation (MSFT $509.77)
  • $509.77 P/E (TTM): 38.14X Cap: $3.84T
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• SPDR S&P 500 ETF Trust (SPY $639.81)
  • $639.81 P/E (TTM): 57.48X Cap: $652.40B
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• Vanguard Total Stock Market ETF (VTI $314.67)
  • $314.67 P/E (TTM): 71.88X Cap: $495.60B
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• RBC U.S. Dividend Fund Series A (RBF590 $39.23)
  • $39.23 P/E (TTM): 18.4X
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Q: What do you think about this fund?

Upvote 0

Read Answer Asked by David M. on May 11, 2023

• PayPal Holdings Inc. (PYPL $69.05)
  • $69.05 P/E (TTM): 14.86X Cap: $66.42B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hello 5I.
I won both of PYPl and Sq. Which would you get rid of if you had to. And long term do you see these much higher?
Thanks

Upvote 0

Read Answer Asked by Tyler on May 11, 2023

• PayPal Holdings Inc. (PYPL $69.05)
  • $69.05 P/E (TTM): 14.86X Cap: $66.42B
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Q: You thoughts on earnings. Was the reaction overdone?

Upvote 0

Read Answer Asked by Theodore on May 11, 2023

• Airbnb Inc. (ABNB $126.00)
  • $126.00 P/E (TTM): 31.75X Cap: $78.30B
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Q: Hi Team,
Thoughts on abnb quarterly results? Weak guidance killing stocks seems to be the theme again this quarter with earnings releases. Should I continue to hold this name? Thanks

Upvote 0

Read Answer Asked by Shane on May 11, 2023

• Babylon Holdings Limited Class A (BBLN)
  • Cap: $16M
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Q: If I read the news correctly, BBLN crashed today on news they are planning to go private. What does this mean for me as a shareholder? Should I sell now and take my lumps, or is there as chance it will bounce back a bit?

Upvote 0

Read Answer Asked by Donald on May 11, 2023

• Upstart Holdings Inc. (UPST $61.59)
  • $61.59 Cap: $5.92B
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Q: Could you please comment on their results and outlook?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on May 11, 2023

• Gilead Sciences Inc. (GILD $117.98)
  • $117.98 P/E (TTM): 24.87X Cap: $146.40B
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Q: May I have your thoughts on Gileads Q 1 results and do you see the stock as a buy. Thanks.

Upvote 0

Read Answer Asked by Gerry on May 11, 2023

• PayPal Holdings Inc. (PYPL $69.05)
  • $69.05 P/E (TTM): 14.86X Cap: $66.42B
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• Celsius Holdings Inc. (CELH $60.47)
  • $60.47 P/E (TTM): 173.64X Cap: $15.59B
  • View CELH Profile
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• Lantheus Holdings Inc. (LNTH $55.15)
  • $55.15 P/E (TTM): 15.44X Cap: $3.74B
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Q: I’m fed up with PayPal and am planning on selling at a loss. Could you please give me your too pick for a growth stock listed in the USA? It can be anything in any sector. Thank you,

Jason

Upvote 0

Read Answer Asked by Jason on May 10, 2023

• Amazon.com Inc. (AMZN $228.01)
  • $228.01 P/E (TTM): 35.22X Cap: $2.46T
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Q: etf? I believe this is a canadian way to play Amazon? I was attracted by the high

dividend plus the good prospects of the stock itself moving forward. Could I please

have your opinion?

Upvote 0

Read Answer Asked by terrance on May 10, 2023

• Axon Enterprise Inc. (AXON $758.29)
  • $758.29 P/E (TTM): 182.45X Cap: $62.14B
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Q: Thoughts on the recent share price drop?

Upvote 0

Read Answer Asked by Andre on May 10, 2023

• H&R Block Inc. (HRB $51.21)
  • $51.21 P/E (TTM): 12.57X Cap: $6.75B
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Q: Hi , what’s your take on Hrb ? Buy, sell, or hold. Is the dividend safe? Thanks
Alnoor

Upvote 0

Read Answer Asked by Alnoor on May 10, 2023

• STAAR Surgical Company (STAA $27.96)
  • $27.96 Cap: $1.39B
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Q: What do you think of Staar's earnings and guidance ? Thank you.

Upvote 1

Read Answer Asked by Paul on May 10, 2023

• PayPal Holdings Inc. (PYPL $69.05)
  • $69.05 P/E (TTM): 14.86X Cap: $66.42B
  • View PYPL Profile
  • View Questions on PYPL

Q: Could you please comment on their results and outlook?
Would you buy it today?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on May 10, 2023

• Axos Financial Inc. (AX $86.86)
  • $86.86 P/E (TTM): 11.97X Cap: $4.89B
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Q: Peter; Did AXOS get tarred with the US banking disaster brush which led to this buying opportunity? Thanks.rod

Upvote 1

Read Answer Asked by Rodney on May 10, 2023