Investment Q&A

• Fortinet Inc. (FTNT $79.59)
  • $79.59 P/E (TTM): 32.79X Cap: $62.06B
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• Palo Alto Networks Inc. (PANW $201.14)
  • $201.14 P/E (TTM): 122.3X Cap: $134.63B
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• Evolve Cyber Security Index Fund (CYBR $57.95)
  • $57.95 P/E (TTM): 33.02X Cap: $162M
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• CrowdStrike Holdings Inc. (CRWD $444.99)
  • $444.99 Cap: $111.61B
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Q: Not clear why this fund goes nowhere or down? Keeper for the next year? Seems odd in the days of hacking and security needs. Your thoughts please.

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Read Answer Asked by Debrah on April 13, 2023

• ARK Innovation ETF (ARKK $81.02)
  • $81.02 P/E (TTM): 49.24X Cap: $7.28B
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• Digital Turbine Inc. (APPS $5.26)
  • $5.26 Cap: $543M
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• Unity Software Inc. (U $46.18)
  • $46.18 Cap: $19.65B
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Q: Hi All at 5i!
I am giving my portfolio a spring cleaning. I have Arkk, Apps and Unity software, all of which are down significantly. I do not need the money and can hold these for at least 5 years. Is there hope for any of them should the market start performing better or are there inherent problems with them and should I just let them go . Your opinion is highly valued. Cheers, Tamara

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Read Answer Asked by Tamara on April 13, 2023

• Equinix Inc. (EQIX $777.57)
  • $777.57 P/E (TTM): 77.62X Cap: $77.47B
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• Crown Castle Inc. (CCI $93.89)
  • $93.89 Cap: $40.74B
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• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $100.89)
  • $100.89 P/E (TTM): 690.64X Cap: $29.48B
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• Digital Realty Trust Inc. (DLR $173.72)
  • $173.72 P/E (TTM): 45.66X Cap: $59.69B
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Q: What are your top 3 picks in the digital data storage sector and why. Thanks for your analysis.

Upvote 1

Read Answer Asked by Ian on April 13, 2023

• Intel Corporation (INTC $25.24)
  • $25.24 Cap: $108.41B
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• Western Digital Corporation (WDC $102.98)
  • $102.98 P/E (TTM): 35.13X Cap: $32.96B
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• Revvity Inc Com (PKI)
  • P/E (TTM): 25.4X Cap: $14.56B
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• Omega Healthcare Investors Inc. (OHI $42.13)
  • $42.13 P/E (TTM): 26.32X Cap: $12.53B
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• Groupon Inc. (GRPN $22.40)
  • $22.40 Cap: $929M
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• Beyond Meat Inc. (BYND $2.73)
  • $2.73 Cap: $214M
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• Silvergate Capital Corporation Class A (SI)
  • Cap: $39M
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• Warner Music Group Corp. (WMG $33.24)
  • $33.24 P/E (TTM): 56.5X Cap: $17.63B
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• Nikola Corporation (NKLA)
  • Cap: $1M
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• WeWork Inc - Class A (WE $46.61)
  • $46.61 Cap: $2.48B
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Q: Hi Peter,

Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.

Thanks, for your advice.

George

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Read Answer Asked by George on April 13, 2023

• Lantheus Holdings Inc. (LNTH $51.90)
  • $51.90 P/E (TTM): 14.12X Cap: $3.51B
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Q: Does the large amount of insider selling recently , especially with earnings report soon, send a signal

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Read Answer Asked by Leon on April 13, 2023

• iShares Russell 2000 Growth ETF (IWO $313.50)
  • $313.50 P/E (TTM): 45.65X Cap: $12.70B
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• SPDR S&P 500 ETF Trust (SPY $659.97)
  • $659.97 P/E (TTM): 82.05X Cap: $667.17B
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• Vanguard Total Stock Market ETF (VTI $325.41)
  • $325.41 P/E (TTM): 25.87X Cap: $500.84B
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Q: Hi, can you recommend a couple of US ETFs for my US RRSP please? I have a 5 year time horizon. Thank you

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Read Answer Asked by Julia on April 13, 2023

• The Walt Disney Company (DIS $115.27)
  • $115.27 P/E (TTM): 18.15X Cap: $208.48B
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Q: In your opinion, are there favourable prospects for growth over next 12 months or is this investment just dead money? Thanks. Rick

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Read Answer Asked by Rick on April 13, 2023

• Amgen Inc. (AMGN $272.58)
  • $272.58 P/E (TTM): 22.58X Cap: $147.72B
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• Pfizer Inc. (PFE $23.93)
  • $23.93 P/E (TTM): 12.7X Cap: $136.28B
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• Guardant Health Inc. (GH $55.80)
  • $55.80 Cap: $6.83B
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• InMode Ltd. (INMD $14.90)
  • $14.90 Cap: $1.03B
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• Elevance Health Inc. (ELV $309.81)
  • $309.81 P/E (TTM): 13.23X Cap: $69.10B
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Q: This company's stock price has taken a bigger hit than other high growth healthcare names. What's the reason for this and is it still a company with good long term potential? Are there other small cap US healthcare companies that may be undervalued that you prefer to this one?

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Read Answer Asked by Brendan on April 12, 2023

• Microsoft Corporation (MSFT $510.34)
  • $510.34 P/E (TTM): 37.38X Cap: $3.83T
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Q: I've never been able to justify buying MSFT purely on valuation. How does the current valuation compare to historical valuation and when looking at a stock like MSFT, what valuation metrics are most important to look at to determine is this a good time to buy or not?

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Read Answer Asked by Eugene on April 12, 2023

• Apple Inc. (AAPL $238.96)
  • $238.96 P/E (TTM): 35.52X Cap: $3.51T
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• Alphabet Inc. (GOOG $251.79)
  • $251.79 P/E (TTM): 25.73X Cap: $2.91T
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• Intel Corporation (INTC $25.24)
  • $25.24 Cap: $108.41B
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• Microsoft Corporation (MSFT $510.34)
  • $510.34 P/E (TTM): 37.38X Cap: $3.83T
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• Walmart Inc. (WMT $103.56)
  • $103.56 P/E (TTM): 44.23X Cap: $826.70B
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• Enbridge Inc. (ENB $67.37)
  • $67.37 P/E (TTM): 23.89X Cap: $147.39B
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• Constellation Software Inc. (CSU $4,292.78)
  • $4,292.78 P/E (TTM): 108.48X Cap: $91.16B
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• Thomson Reuters Corporation (TRI $233.45)
  • $233.45 P/E (TTM): 47.95X Cap: $106.26B
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• Alimentation Couche-Tard Inc. (ATD $72.61)
  • $72.61 P/E (TTM): 19.64X Cap: $68.86B
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• Miscellaneous (MISC)
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• Berkshire Hathaway Inc. (BRK.A $736,354.55)
  • $736,354.55 P/E (TTM): 16.92X Cap: $1.05T
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $80.45)
  • $80.45 P/E (TTM): 38.53X Cap: $128.49B
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Q: Hi Everyone!! Peter, I always enjoy your article in the National Post. In this past one” Five things I wish I knew when I started out”…. You mentioned as one of your points , that companies that don’t need any money at all are the best investments . Could you please list a few Canadian and US companies that are in that situation?
Cheers,
Tamara

Upvote 0

Read Answer Asked by Tamara on April 12, 2023

• AudioCodes Ltd. (AUDC $10.21)
  • $10.21 Cap: $301M
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• Dolby Laboratories (DLB $71.62)
  • $71.62 P/E (TTM): 26.36X Cap: $6.88B
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Q: I have long been interested in AUDC for its decent (for a growth stock) dividend and excellent diversification properties. Does its recent drop make it a buy opportunity or is it just "to be avoided"?
Thanx!

Upvote 1

Read Answer Asked by David on April 12, 2023

• Aon plc Class A (Ireland) (AON $357.22)
  • $357.22 P/E (TTM): 31.14X Cap: $78.44B
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• Arthur J. Gallagher & Co. (AJG $291.88)
  • $291.88 P/E (TTM): 44.97X Cap: $74.20B
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Q: What is your opinion of AJG compared to AON. Both have performed well but AJG has a much higher PE. Would recommend either or is there another company in the sector that you would prefer. Thanks so much for your expertise.

Upvote 1

Read Answer Asked by Ian on April 12, 2023

• Bank of America Corporation (BAC $50.60)
  • $50.60 P/E (TTM): 14.83X Cap: $374.71B
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• JPMorgan Chase & Co. (JPM $309.40)
  • $309.40 P/E (TTM): 15.74X Cap: $849.39B
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• CIT Group Inc (DEL) (CIT $53.50)
  • $53.50 P/E (TTM): 6.87X Cap: $5.30B
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Q: Big bank earnings approaching. What do we anticipate and how will the sector respond. Some regional banks look attractive. Do you agree? If so, which names look nicely on sale.

Upvote 1

Read Answer Asked by Chris on April 12, 2023

• Crocs Inc. (CROX $78.66)
  • $78.66 P/E (TTM): 20.76X Cap: $4.23B
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• Axon Enterprise Inc. (AXON $753.40)
  • $753.40 P/E (TTM): 186.98X Cap: $59.72B
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• Perion Network Ltd (PERI $9.47)
  • $9.47 Cap: $415M
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• Digital Turbine Inc. (APPS $5.26)
  • $5.26 Cap: $543M
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• Upstart Holdings Inc. (UPST $67.03)
  • $67.03 Cap: $6.44B
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• Lantheus Holdings Inc. (LNTH $51.90)
  • $51.90 P/E (TTM): 14.12X Cap: $3.51B
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Q: What is your long term view on these two companies? Is their structure, management, and financial condition such that holding on to them makes sense?
Do you have replacement suggestions that will likely surge ahead in more promising market conditions? Thank you.

Upvote 0

Read Answer Asked by Catherine on April 12, 2023

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $46.91)
  • $46.91 P/E (TTM): 5.95X Cap: $19.19B
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• SPDR S&P 500 ETF Trust (SPY $659.97)
  • $659.97 P/E (TTM): 82.05X Cap: $667.17B
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• INVESCO QQQ Trust (QQQ $591.45)
  • $591.45 P/E (TTM): 32.64X Cap: $374.91B
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Q: Hi Peter,

I do not believe in technical analysis, however, from a technical analysis perspective, what would be a great entry point in the next three to six months to purchase shares of SPY, QQQ and XIC? What is the likelihood of these great entry points happening in the next three to six months?

Thanks

Upvote 0

Read Answer Asked by George on April 11, 2023

• ZipRecruiter Inc. Class A (ZIP $5.20)
  • $5.20 Cap: $426M
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Q: Good morning, I'm down on zip, keep or sale?

Mrty

Upvote 0

Read Answer Asked by Martin on April 11, 2023

Q: I purchased in January, been falling like a stone since....move on or hold?
Thanks.

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Read Answer Asked by Rob on April 11, 2023

• Apple Inc. (AAPL $238.96)
  • $238.96 P/E (TTM): 35.52X Cap: $3.51T
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• Alphabet Inc. (GOOGL $251.50)
  • $251.50 P/E (TTM): 25.67X Cap: $3.04T
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• Illumina Inc. (ILMN $100.82)
  • $100.82 P/E (TTM): 12.23X Cap: $15.51B
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• Microsoft Corporation (MSFT $510.34)
  • $510.34 P/E (TTM): 37.38X Cap: $3.83T
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• Booking Holdings Inc. (BKNG $5,478.06)
  • $5,478.06 P/E (TTM): 38.05X Cap: $180.19B
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• Visa Inc. (V $338.69)
  • $338.69 P/E (TTM): 33.15X Cap: $657.73B
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• Constellation Software Inc. (CSU $4,292.78)
  • $4,292.78 P/E (TTM): 108.48X Cap: $91.16B
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• Crocs Inc. (CROX $78.66)
  • $78.66 P/E (TTM): 20.76X Cap: $4.23B
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• Axon Enterprise Inc. (AXON $753.40)
  • $753.40 P/E (TTM): 186.98X Cap: $59.72B
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• Lantheus Holdings Inc. (LNTH $51.90)
  • $51.90 P/E (TTM): 14.12X Cap: $3.51B
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Q: Hi folks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your 3 recommendations that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,

Upvote 0

Read Answer Asked by JOHN on April 11, 2023

• Mid-America Apartment Communities Inc. 8.50% Series I Cumulative Redeemable Preferred Stock (MAA.P.I $55.07)
  • $55.07 P/E (TTM): 29.2X Cap: $16.64B
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Q: What do you folks think about this preferred. I like the div. but looks like it could be called away at $50 in 2026. Don't like the idea of taking a capital loss.

Upvote 0

Read Answer Asked by Mark on April 11, 2023

• QUALCOMM Incorporated (QCOM $163.74)
  • $163.74 P/E (TTM): 15.64X Cap: $173.95B
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• Philip Morris International Inc (PM $164.07)
  • $164.07 P/E (TTM): 31.52X Cap: $251.60B
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• Blackstone Inc. (BX $183.72)
  • $183.72 P/E (TTM): 48.88X Cap: $135.47B
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Q: Hi there I’m looking for solid US companies with great growth prospects and an above average dividend. I can accept some medium risk. can you please send me 3 top choices?

Thank you!

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Read Answer Asked by Robert on April 11, 2023