Investment Q&A

• Cadence Design Systems Inc. (CDNS $304.10)
  • $304.10 P/E (TTM): 72.01X Cap: $83.95B
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• Marvell Technology Inc. (MRVL $134.60)
  • $134.60 P/E (TTM): 46.96X Cap: $117.70B
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• Axcelis Technologies Inc. (ACLS $117.88)
  • $117.88 P/E (TTM): 29.75X Cap: $3.39B
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• Super Micro Computer Inc. (SMCI $27.29)
  • $27.29 P/E (TTM): 20.0X Cap: $16.34B
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• ASML Holding N.V. (ASML $1,481.77)
  • $1,481.77 P/E (TTM): 67.3X Cap: $571.10B
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• InMode Ltd. (INMD $14.25)
  • $14.25 Cap: $902M
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• Palantir Technologies Inc. (PLTR $142.15)
  • $142.15 P/E (TTM): 210.11X Cap: $339.83B
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• Snowflake Inc. (SNOW $144.48)
  • $144.48 Cap: $49.94B
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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.

Upvote 0

Read Answer Asked by Catherine on September 14, 2023

• Tesla Inc. (TSLA $391.95)
  • $391.95 P/E (TTM): 337.22X Cap: $1.47T
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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 $905.03)
  • $905.03 P/E (TTM): 40.2X Cap: $855.08B
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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

Upvote 0

Read Answer Asked by Carl on September 14, 2023

• Automatic Data Processing Inc. (ADP $196.92)
  • $196.92 P/E (TTM): 18.76X Cap: $79.28B
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• Home Depot Inc. (The) (HD $338.91)
  • $338.91 P/E (TTM): 24.08X Cap: $337.56B
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• Lowe's Companies Inc. (LOW $243.99)
  • $243.99 P/E (TTM): 20.97X Cap: $136.64B
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• PepsiCo Inc. (PEP $154.85)
  • $154.85 P/E (TTM): 25.95X Cap: $211.67B
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• Philip Morris International Inc (PM $157.19)
  • $157.19 P/E (TTM): 21.97X Cap: $244.69B
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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

Upvote 0

Read Answer Asked by Pat on September 13, 2023

• Booking Holdings Inc. (BKNG $185.69)
  • $185.69 P/E (TTM): 1.09X Cap: $147.03B
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Q: Hello, what would be a good entry point for BKNG ?

Upvote 0

Read Answer Asked by Robbie on September 13, 2023

• Alphabet Inc. (GOOG $334.47)
  • $334.47 P/E (TTM): 30.58X Cap: $4.02T
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• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 40.1X Cap: $4.83T
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• Booking Holdings Inc. (BKNG $185.69)
  • $185.69 P/E (TTM): 1.09X Cap: $147.03B
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• Constellation Software Inc. (CSU $2,631.56)
  • $2,631.56 P/E (TTM): 75.08X Cap: $55.76B
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• BRP Inc. Subordinate Voting Shares (DOO $69.83)
  • $69.83 Cap: $5.10B
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• Ulta Beauty Inc. (ULTA $539.14)
  • $539.14 P/E (TTM): 20.79X Cap: $23.58B
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• Five Below Inc. (FIVE $223.32)
  • $223.32 P/E (TTM): 39.4X Cap: $12.33B
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• Topicus.com Inc. (TOI $99.70)
  • $99.70 P/E (TTM): 297.44X Cap: $12.95B
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Q: Do you see any pound the table buys out there? I am holding bn, ge and cpng as they appear to have a nice risk - reward ratio. What I am looking for are stocks that have potential and present attractive entry points. I was considering Nxst for example.

Thanks as always.

Jason

Upvote 0

Read Answer Asked by Jason on September 13, 2023

• Amphenol Corporation (APH $146.98)
  • $146.98 P/E (TTM): 44.53X Cap: $180.70B
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Q: Any recent thoughts on Amphenol?

Upvote 0

Read Answer Asked by Gregory on September 13, 2023

• Alphabet Inc. (GOOG $334.47)
  • $334.47 P/E (TTM): 30.58X Cap: $4.02T
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• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 40.1X Cap: $4.83T
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• Booking Holdings Inc. (BKNG $185.69)
  • $185.69 P/E (TTM): 1.09X Cap: $147.03B
  • View BKNG Profile
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• Eli Lilly and Company (LLY $905.03)
  • $905.03 P/E (TTM): 40.2X Cap: $855.08B
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• Berkshire Hathaway Inc. (BRK.B $474.09)
  • $474.09 P/E (TTM): 15.49X Cap: $1.03T
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Q: Top 5 us stocks you would but? Thanks rose

Upvote 0

Read Answer Asked by Rose on September 13, 2023

• Global Net Lease Inc. (GNL $9.49)
  • $9.49 Cap: $2.05B
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• W. P. Carey Inc. REIT (WPC $71.58)
  • $71.58 P/E (TTM): 33.94X Cap: $15.69B
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Q: Can you please update your evaluation of GNL? Do they have the will and the cash flow to fund their dividend in future? Alternatively, are there similar firms that might provide more fully funded income streams?

Upvote 0

Read Answer Asked by David on September 13, 2023

• Home Depot Inc. (The) (HD $338.91)
  • $338.91 P/E (TTM): 24.08X Cap: $337.56B
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• Lowe's Companies Inc. (LOW $243.99)
  • $243.99 P/E (TTM): 20.97X Cap: $136.64B
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• PepsiCo Inc. (PEP $154.85)
  • $154.85 P/E (TTM): 25.95X Cap: $211.67B
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• Philip Morris International Inc (PM $157.19)
  • $157.19 P/E (TTM): 21.97X Cap: $244.69B
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• Verizon Communications Inc. (VZ $45.03)
  • $45.03 P/E (TTM): 11.2X Cap: $189.92B
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• British American Tobacco p.l.c. (BTI $56.68)
  • $56.68 P/E (TTM): 31.97X Cap: $125.10B
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Q: Good morning,

I know there are risks with owning Verizon right now, but with another recent dividend increase (now 17 consecutive years of increases), forward PE ~ 7.0, and a dividend yield approaching ~ 8%, do you think there is merit in buying for an income investor?

Upvote 0

Read Answer Asked by Trevor on September 13, 2023

• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 40.1X Cap: $4.83T
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• Constellation Software Inc. (CSU $2,631.56)
  • $2,631.56 P/E (TTM): 75.08X Cap: $55.76B
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• The Trade Desk Inc. (TTD $22.38)
  • $22.38 P/E (TTM): 23.36X Cap: $10.52B
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• Copart Inc. (CPRT $33.36)
  • $33.36 P/E (TTM): 20.94X Cap: $32.13B
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• Old Dominion Freight Line Inc. (ODFL $205.19)
  • $205.19 P/E (TTM): 43.47X Cap: $42.76B
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• Heico Corporation (HEI $292.36)
  • $292.36 P/E (TTM): 59.29X Cap: $40.78B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.93)
  • $63.93 P/E (TTM): 83.96X Cap: $143.01B
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Q: Hi,

Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?

Thank you,

Upvote 1

Read Answer Asked by Doris on September 13, 2023

• Perion Network Ltd (PERI $10.30)
  • $10.30 Cap: $378M
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Q: Why it is dropping this much today?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on September 12, 2023

• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 40.1X Cap: $4.83T
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• Salesforce Inc. (CRM $177.60)
  • $177.60 P/E (TTM): 21.96X Cap: $163.92B
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Q: If you had to choose between CRM and NVDA, which one would it be?

Upvote 0

Read Answer Asked by James on September 12, 2023

• Amkor Technology Inc. (AMKR $59.72)
  • $59.72 P/E (TTM): 40.61X Cap: $14.79B
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Q: What is your opinion of this company now, after the stock sold off on Sept. 6 and 7? Would it be a buy now once it settles.

Upvote 0

Read Answer Asked by Earl on September 12, 2023

• Roper Technologies Inc. (ROP $358.09)
  • $358.09 P/E (TTM): 24.93X Cap: $36.65B
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• Constellation Software Inc. (CSU $2,631.56)
  • $2,631.56 P/E (TTM): 75.08X Cap: $55.76B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.57)
  • $36.57 P/E (TTM): 20.77X Cap: $860M
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• TerraVest Industries Inc. (TVK $121.86)
  • $121.86 Cap: $2.64B
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• Waste Connections Inc. (WCN $219.56)
  • $219.56 P/E (TTM): 37.96X Cap: $55.95B
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• Heico Corporation (HEI $292.36)
  • $292.36 P/E (TTM): 59.29X Cap: $40.78B
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Q: Apar from CSU and related companies, are there other vertical software comp[anies in large addressable markets in sectors such as healthcare, media and industrials that you find arttractive? At what prices would you recommend initiating a position and why do you find them attractive.
Thank you
Sam

Upvote 0

Read Answer Asked by sam on September 12, 2023

• Spotify Technology S.A. (SPOT $531.17)
  • $531.17 Cap: $109.33B
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Q: What do you think of SPOT? I own some and thinking about selling due to their low margins, thoughts? I do love the product and is an extremely sticky product once people are a user.

Upvote 0

Read Answer Asked by Max on September 12, 2023

• RTX Corporation (RTX $198.39)
  • $198.39 P/E (TTM): 40.61X Cap: $272.97B
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Q: Hi 5i would the recent pull back be a good time to fill a 1/2 position in RTX. I was looking to hold this long term and was thinking RTX would be a bit more defensive during an economic weaker period.

Upvote 0

Read Answer Asked by Dean on September 12, 2023

• Alphabet Inc. (GOOG $334.47)
  • $334.47 P/E (TTM): 30.58X Cap: $4.02T
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• Alphabet Inc. (GOOGL $337.12)
  • $337.12 P/E (TTM): 30.8X Cap: $4.07T
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Q: Good morning, I hope you and the office are enjoying the last full week of summer. I would like your 30+ years of insight on this "largest monopoly trial in modern era" with the DOJ and Google. Is this something to be concerned about? Haven't we been here before ?

Thanks

Upvote 0

Read Answer Asked by Kolbi on September 12, 2023

• DraftKings (DEAC)
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• DraftKings Inc. (DKNG $23.64)
  • $23.64 Cap: $11.71B
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Q: whats your take on Draftkings

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Read Answer Asked by lynn on September 11, 2023

• STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. (STWD $18.15)
  • $18.15 P/E (TTM): 15.45X Cap: $6.72B
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Q: Would u recommend (,stwd)?

Upvote 0

Read Answer Asked by Barbars on September 11, 2023