Investment Q&A

• JELD-WEN Holding Inc. (JELD $6.24)
  • $6.24 Cap: $485M
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Q: Good morning folks. Can you tell me more about this stock please. It is soaring. Is it worth buying? Also it is not in your coverage list..much thanks.

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Read Answer Asked by El-ann on May 15, 2023

• JPMorgan Chase & Co. (JPM $296.24)
  • $296.24 P/E (TTM): 14.3X Cap: $814.58B
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• FIRST REPUBLIC BANK (FRC)
  • P/E (TTM): 21.1X Cap: $653M
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Q: First Republic Bank was taken over by JP Morgan Chase. Now my watchlist shows some shares listed as FRCB and these shares have been slowly climbing from .30's to a current price of .4679 US. Please explain what these FRCB shares are.
Thank you. Gordo

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Read Answer Asked by gord on May 15, 2023

• Intuitive Surgical Inc. (ISRG $476.16)
  • $476.16 P/E (TTM): 65.44X Cap: $170.69B
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• Johnson & Johnson (JNJ $179.29)
  • $179.29 P/E (TTM): 19.14X Cap: $431.79B
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• Pfizer Inc. (PFE $25.88)
  • $25.88 P/E (TTM): 18.65X Cap: $147.14B
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Q: i have the three health care stocks. i want to reduceto only .two
Which i the one i eed to let go

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Read Answer Asked by thambirajah on May 15, 2023

• Unity Software Inc. (U $39.16)
  • $39.16 Cap: $16.54B
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Q: Hi Team,

Can you comment on the latest quarter and your current outlook?

Thanks!

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Read Answer Asked by David on May 15, 2023

• Cencora Inc Com (ABC)
  • P/E (TTM): 21.48X Cap: $36.38B
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Q: Hi Peter,

I recently discovered ABC company. I hadn't heard of it before. Upon further investigation, I was impressed by its consistent outperformance of estimates and excellent track record. It reminds me of CSU. What is your opinion on this company? Could you provide some pros and cons for long-term investment? Also, are there any other better options in the medical industry?

Best,
Matt

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Read Answer Asked by Matt on May 15, 2023

• Amazon.com Inc. (AMZN $228.84)
  • $228.84 P/E (TTM): 33.83X Cap: $2.44T
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• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.50T
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Q: Hi 5i,
What is your take on Google and Amazon the next 12 months ?
Hold/Buy/Sell ?
thank you.
John.

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Read Answer Asked by John on May 15, 2023

• Danaher Corporation (DHR $211.80)
  • $211.80 P/E (TTM): 43.29X Cap: $151.65B
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• Roper Technologies Inc. (ROP $536.84)
  • $536.84 P/E (TTM): 37.0X Cap: $57.77B
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• Descartes Systems Group Inc. (The) (DSG $140.22)
  • $140.22 P/E (TTM): 60.27X Cap: $12.02B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.30)
  • $27.30 P/E (TTM): 18.56X Cap: $643M
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• TerraVest Industries Inc. (TVK $144.32)
  • $144.32 Cap: $3.12B
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• Markel Group Inc. (MKL $1,992.32)
  • $1,992.32 P/E (TTM): 14.48X Cap: $25.20B
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• Transdigm Group Incorporated (TDG $1,408.46)
  • $1,408.46 P/E (TTM): 47.0X Cap: $79.36B
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• Tyler Technologies Inc. (TYL $561.14)
  • $561.14 P/E (TTM): 81.07X Cap: $24.57B
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• Berkshire Hathaway Inc. (BRK.B $489.00)
  • $489.00 P/E (TTM): 16.75X Cap: $1.05T
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• RCI Hospitality Holdings Inc. (RICK $37.85)
  • $37.85 P/E (TTM): 42.67X Cap: $316M
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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 $196.81)
  • $196.81 Cap: $65.67B
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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.

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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

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Read Answer Asked by Denise on May 12, 2023

• Celsius Holdings Inc. (CELH $61.52)
  • $61.52 P/E (TTM): 188.09X Cap: $15.86B
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Q: Thoughts on latest quarter ? Momentum , Shorts etc..
Seem to cloud Story ...

Greg

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Read Answer Asked by Greg on May 12, 2023

• Catalyst Pharmaceuticals Inc. (CPRX $21.08)
  • $21.08 P/E (TTM): 12.46X Cap: $2.58B
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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

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Read Answer Asked by Jason on May 12, 2023

• Harvest Healthcare Leaders Income ETF (HHL $7.37)
  • $7.37 P/E (TTM): 71.28X Cap: $1.44B
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• Health Care Select Sector SPDR (XLV $138.17)
  • $138.17 P/E (TTM): 83.67X Cap: $33.42B
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• iShares U.S. Medical Devices ETF (IHI $62.87)
  • $62.87 P/E (TTM): 164.7X Cap: $4.41B
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• Vanguard Health Care ETF (VHT $256.46)
  • $256.46 P/E (TTM): 82.92X Cap: $15.58B
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• Harvest Healthcare Leaders Income ETF (HHL.B $8.54)
  • $8.54 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 $227.76)
  • $227.76 P/E (TTM): 34.13X Cap: $3.38T
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• Microsoft Corporation (MSFT $507.23)
  • $507.23 P/E (TTM): 36.97X Cap: $3.77T
  • View MSFT Profile
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• SPDR S&P 500 ETF Trust (SPY $645.31)
  • $645.31 P/E (TTM): 57.48X Cap: $658.01B
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• Vanguard Total Stock Market ETF (VTI $318.18)
  • $318.18 P/E (TTM): 71.88X Cap: $501.13B
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• RBC U.S. Dividend Fund Series A (RBF590 $39.52)
  • $39.52 P/E (TTM): 18.4X
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Q: What do you think about this fund?

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

• PayPal Holdings Inc. (PYPL $69.90)
  • $69.90 P/E (TTM): 14.5X Cap: $66.78B
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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

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Read Answer Asked by Tyler on May 11, 2023

• PayPal Holdings Inc. (PYPL $69.90)
  • $69.90 P/E (TTM): 14.5X Cap: $66.78B
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Q: You thoughts on earnings. Was the reaction overdone?

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Read Answer Asked by Theodore on May 11, 2023

• Airbnb Inc. (ABNB $129.92)
  • $129.92 P/E (TTM): 31.72X Cap: $80.73B
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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

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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?

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Read Answer Asked by Donald on May 11, 2023

• Upstart Holdings Inc. (UPST $68.85)
  • $68.85 Cap: $6.62B
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Q: Could you please comment on their results and outlook?

Thanks,
Milan

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Read Answer Asked by Milan on May 11, 2023

• Gilead Sciences Inc. (GILD $114.77)
  • $114.77 P/E (TTM): 24.4X Cap: $142.40B
  • View GILD Profile
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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.

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Read Answer Asked by Gerry on May 11, 2023

• PayPal Holdings Inc. (PYPL $69.90)
  • $69.90 P/E (TTM): 14.5X Cap: $66.78B
  • View PYPL Profile
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• Celsius Holdings Inc. (CELH $61.52)
  • $61.52 P/E (TTM): 188.09X Cap: $15.86B
  • View CELH Profile
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• Lantheus Holdings Inc. (LNTH $58.21)
  • $58.21 P/E (TTM): 16.85X Cap: $3.95B
  • View LNTH Profile
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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

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Read Answer Asked by Jason on May 10, 2023