Investment Q&A

• Bank of America Corporation (BAC $48.75)
  • $48.75 P/E (TTM): 12.57X Cap: $343.99B
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• Exxon Mobil Corporation (XOM $163.26)
  • $163.26 P/E (TTM): 24.05X Cap: $689.09B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.78)
  • $43.78 Cap: $29.31B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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• Exchange Income Corporation (EIF $105.42)
  • $105.42 P/E (TTM): 34.48X Cap: $5.76B
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• Stag Industrial Inc. (STAG $35.98)
  • $35.98 P/E (TTM): 25.33X Cap: $6.93B
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• Loblaw Companies Limited Second Preferred Shares Series B (L.PR.B $24.90)
  • $24.90 P/E (TTM): 26.26X
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.39)
  • $60.39 P/E (TTM): 29.17X Cap: $96.68B
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Q: Hi 5i
Each of these stocks represent between 2-3 1/2 % of my
portfolio.
Thinking of boosting some up to between 4 1/2 to 5%.
None are at a loss.
Any thoughts of an order to do this?
Thx
Gerry

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Read Answer Asked by Gerry on September 18, 2023

• NVIDIA Corporation (NVDA $178.68)
  • $178.68 P/E (TTM): 35.84X Cap: $4.25T
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Q: ARM Holdings Any thoughts on this IPO? Is it too risky to start a position.
Thank you
Gordo

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Read Answer Asked by gord on September 18, 2023

• Super Micro Computer Inc. (SMCI $24.05)
  • $24.05 P/E (TTM): 15.87X Cap: $13.31B
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Q: Any reason with the drop today? I was looking to purchase this. Curious if i should wait now?

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Read Answer Asked by sean on September 18, 2023

• InMode Ltd. (INMD $13.75)
  • $13.75 Cap: $868M
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Q: Share price is still falling like a rock ever since reporting good numbers… what gives? Thanks

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Read Answer Asked by Scott on September 18, 2023

• Digital Turbine Inc. (APPS $2.95)
  • $2.95 Cap: $354M
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Q: Hi, is there any hope for this loser? Thanks.

Upvote 1

Read Answer Asked by peter on September 18, 2023

• ResMed Inc. (RMD $226.31)
  • $226.31 P/E (TTM): 22.55X Cap: $33.24B
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Q: Thoughts on whether this stock is a buy/sell/hold...thanks.

Upvote 1

Read Answer Asked by dan on September 15, 2023

• Transocean Ltd (Switzerland) (RIG $6.77)
  • $6.77 Cap: $7.33B
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Q: Thoughts on Transocean Ltd right now?
Thanks

Upvote 0

Read Answer Asked by Neil on September 15, 2023

• Masimo Corporation (MASI $178.09)
  • $178.09 Cap: $9.32B
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Q: Been some time since a Q was asked about this company - please provide your thoughts on its valuation (particularly relative to peers) and growth prospects going forward. Thx for all you do, John

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Read Answer Asked by John on September 15, 2023

• Illumina Inc. (ILMN $126.20)
  • $126.20 P/E (TTM): 22.63X Cap: $19.26B
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• Pacific Biosciences of California Inc. (PACB $1.39)
  • $1.39 Cap: $401M
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• Exact Sciences Corporation (EXAS $104.91)
  • $104.91 Cap: $20.02B
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Q: I haven't seen any questions on this company for a while. Please provide your assessment of its prospects. Is it a buy at current rates? Please provide two or three other prospects in this space.

Thanks,
Fred

Upvote 1

Read Answer Asked by Fred on September 15, 2023

• SoFi Technologies Inc. (SOFI $16.56)
  • $16.56 P/E (TTM): 45.13X Cap: $21.29B
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Q: I was told that the gov't moratorium on student loans restricted sofi's growth for the past few years. Can you see what % of business is tied to student loans? I was also told that the Supreme Court ruled against government on the moratorium and that interest charges would be payable from Sept. 1. How big of a catalyst do you see this being for sofi?
Thank a lot.

Upvote 0

Read Answer Asked by TOM on September 15, 2023

• Berkshire Hathaway Inc. (BRK.B $476.19)
  • $476.19 P/E (TTM): 15.49X Cap: $1.03T
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Q: How big of a position would you take in BRK in a portfolio?

Thx

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Read Answer Asked by blake on September 14, 2023

• Marriott International (MAR $326.79)
  • $326.79 P/E (TTM): 34.37X Cap: $86.09B
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• Booking Holdings Inc. (BKNG $4,237.75)
  • $4,237.75 P/E (TTM): 26.46X Cap: $135.89B
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• Delta Air Lines Inc. (DAL $67.99)
  • $67.99 P/E (TTM): 8.51X Cap: $43.53B
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• Southwest Airlines Company (LUV $40.19)
  • $40.19 P/E (TTM): 48.61X Cap: $19.56B
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• Hilton Worldwide Holdings Inc. (HLT $303.16)
  • $303.16 P/E (TTM): 49.13X Cap: $68.76B
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Q: Looking for an investment other than BKNG to take advantage of the resurgence in travel. I don’t like airline stocks. I know in the past you were favourable on WYNN. Would you recommend that or something else?

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Read Answer Asked by Bryan on September 14, 2023

• RTX Corporation (RTX $195.00)
  • $195.00 P/E (TTM): 39.28X Cap: $261.11B
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Q: What is your opinion of Raytheon? With its engine recall the stock is sinking.

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Read Answer Asked by V on September 14, 2023

• Dell Technologies Inc. Class C (DELL $184.01)
  • $184.01 P/E (TTM): 21.49X Cap: $114.23B
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Q: Hi - do you have any comments on DELL's prospects from the perspective of making an investment.

Upvote 1

Read Answer Asked by Doug on September 14, 2023

• Visa Inc. (V $304.91)
  • $304.91 P/E (TTM): 28.59X Cap: $582B
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Q: Can you comment on Visa’s announcement about removing restrictions on its class B shares? I really have no idea what this means and how it impacts the class A shares owned by the public. Thanks.

Upvote 0

Read Answer Asked by Dan on September 14, 2023

• Blue Owl Capital Corporation (OBDC $11.24)
  • $11.24 P/E (TTM): 9.13X Cap: $5.58B
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Q: I dip my toe on this sort of fairly diversified financial,my reasons is the divi,9+,the payout ratio at 60% fairly big at 5g.,they did increase the DIV since 2019,and this is my only doubt 4 years history ? Bought some on my TSFA strictly as income, i'm 80.
Your opinion ?

Thanks again

Dan

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Read Answer Asked by DANIEL on September 14, 2023

• Cadence Design Systems Inc. (CDNS $281.39)
  • $281.39 P/E (TTM): 72.05X Cap: $77.52B
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• Marvell Technology Inc. (MRVL $98.45)
  • $98.45 P/E (TTM): 31.64X Cap: $80.76B
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• Axcelis Technologies Inc. (ACLS $100.85)
  • $100.85 P/E (TTM): 22.57X Cap: $2.59B
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• Super Micro Computer Inc. (SMCI $24.05)
  • $24.05 P/E (TTM): 15.87X Cap: $13.31B
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• ASML Holding N.V. (ASML $1,393.89)
  • $1,393.89 P/E (TTM): 61.67X Cap: $539.36B
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• InMode Ltd. (INMD $13.75)
  • $13.75 Cap: $868M
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• Palantir Technologies Inc. (PLTR $154.96)
  • $154.96 P/E (TTM): 255.3X Cap: $370.02B
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• Snowflake Inc. (SNOW $160.61)
  • $160.61 Cap: $55.77B
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Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.

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Read Answer Asked by Catherine on September 14, 2023

• Tesla Inc. (TSLA $385.95)
  • $385.95 P/E (TTM): 352.64X Cap: $1.43T
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• Telsa Yield Shares Purpose ETF (YTSL)
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Q: Tesla (TSLA) Yield Shares Purpose ETF. With some 'risk' funds I've made an investment in this stock. With a 15% yield it's likely "too good to be true". Can you give me some pros & cons about this ETF.

Upvote 1

Read Answer Asked by Graham on September 14, 2023

• Eli Lilly and Company (LLY $916.31)
  • $916.31 P/E (TTM): 39.68X Cap: $853.19B
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Q: Considering the dramatic rise in LLY's SP this year, is there more room to run. Thinking of switching ABBV for LLY. Thoughts?

Carl

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Read Answer Asked by Carl on September 14, 2023

• Automatic Data Processing Inc. (ADP $202.11)
  • $202.11 P/E (TTM): 20.16X Cap: $82.49B
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• Home Depot Inc. (The) (HD $332.51)
  • $332.51 P/E (TTM): 22.57X Cap: $329.59B
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• Lowe's Companies Inc. (LOW $236.18)
  • $236.18 P/E (TTM): 19.39X Cap: $131.29B
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• PepsiCo Inc. (PEP $151.73)
  • $151.73 P/E (TTM): 25.15X Cap: $205.80B
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• Philip Morris International Inc (PM $165.50)
  • $165.50 P/E (TTM): 22.48X Cap: $255.09B
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Q: Could you suggest some US dividend stocks that you think are a buy right now and that may do well over the next year. Thanks

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Read Answer Asked by Pat on September 13, 2023