Investment Q&A

• Crocs Inc. (CROX $80.33)
  • $80.33 P/E (TTM): 26.53X Cap: $4.17B
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• InMode Ltd. (INMD $13.82)
  • $13.82 Cap: $961M
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Q: i have fairly large positions in both companies.
inmode seems to move higher everyday with huge margins and crox after its earnings seems to be back on track. what is your opinion.dave

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Read Answer Asked by david on August 08, 2022

• Fluor Corporation (FLR $41.22)
  • $41.22 P/E (TTM): 2.03X Cap: $6.64B
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• NuScale Power Corporation Class A (SMR $19.94)
  • $19.94 Cap: $6.03B
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Q: What is your take on SMR? Still early days but future seems bright with the certification. Thanks

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Read Answer Asked by Ray on August 08, 2022

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Could you comment on Block earning? Would you step in at this level?
Thank you so much!
Have a nice weekend!

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Read Answer Asked by Yong Mei on August 08, 2022

• Alphabet Inc. (GOOG $318.47)
  • $318.47 P/E (TTM): 29.58X Cap: $3.84T
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• Microsoft Corporation (MSFT $474.00)
  • $474.00 P/E (TTM): 33.58X Cap: $3.50T
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• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
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• Enghouse Systems Limited (ENGH $19.97)
  • $19.97 P/E (TTM): 14.8X Cap: $1.10B
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• Alimentation Couche-Tard Inc. (ATD $70.93)
  • $70.93 P/E (TTM): 18.96X Cap: $67.74B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $108.23)
  • $108.23 P/E (TTM): 44.33X Cap: $12.47B
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• WELL Health Technologies Corp. (WELL $3.94)
  • $3.94 Cap: $1B
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Q: Hi Peter & team:

Could you name the order of preference for stocks to be put in TFSA- from most prefer to least prefer. Thank you

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Read Answer Asked by DAVID on August 08, 2022

• Macy's, Inc. (M $20.02)
  • $20.02 P/E (TTM): 11.43X Cap: $5.37B
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Q: Do you see problems with a long term holding of this company for the dividend and small growth? Do they hold good real-estate which could be profitable in the future. Thanks James Any further comments will be appreciated !!

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Read Answer Asked by JAMES on August 08, 2022

• Bausch + Lomb Corporation (BLCO $15.45)
  • $15.45 Cap: $5.47B
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Q: Can I please have your opinion on Bausch and Lomb (BLCO). The company was recently created from its heavily indebted parent company Bausch Health. To what extent is it insulated from the parent's issues and do you recommend it for growth at a reasonable price.

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Read Answer Asked by John on August 08, 2022

• YETI Holdings Inc. (YETI $39.46)
  • $39.46 P/E (TTM): 20.05X Cap: $2.99B
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Q: Hello again your thought please on Yeti

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Read Answer Asked by George on August 08, 2022

• PayPal Holdings Inc. (PYPL $60.56)
  • $60.56 P/E (TTM): 12.19X Cap: $56.66B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Pinterest Inc. Class A (PINS $24.79)
  • $24.79 P/E (TTM): 8.64X Cap: $16.74B
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Q: What order would you currently buy PINS, PYPL and SQ ? Would you avoid any of them ? Thank you.

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Read Answer Asked by Paul on August 08, 2022

• Twitter Inc. (TWTR)
  • Cap: $41.09B
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Q: What do you make of the current arbitrage on twitter?

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Read Answer Asked by Mark on August 08, 2022

• The Trade Desk Inc. (TTD $39.06)
  • $39.06 P/E (TTM): 45.57X Cap: $18.88B
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• Digital Turbine Inc. (APPS $4.58)
  • $4.58 Cap: $513M
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Q: If you owned both but had to let one go, which one would it be?

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Read Answer Asked by William Ross on August 08, 2022

• Moderna Inc. (MRNA $24.15)
  • $24.15 Cap: $9.43B
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• BioNTech SE (BNTX $96.54)
  • $96.54 Cap: $23.16B
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Q: Does BNTX have the same upside as Moderna. Would you buy either one at theses levels and if so which one? Thanks for your analysis.

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Read Answer Asked by Ian on August 08, 2022

• Zoetis Inc. Class A (ZTS $122.87)
  • $122.87 P/E (TTM): 20.55X Cap: $54.14B
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Q: I own shares in this company and obviously holders were not enthused with the recent earnings. I am thinking of lightening up on my holdings and adding some Accenture. Your thought on this would be much appreciated.

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Read Answer Asked by Brian on August 07, 2022

• Aptiv PLC (APTV $74.85)
  • $74.85 P/E (TTM): 55.32X Cap: $16.17B
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Q: HI, guys,
Thanks for all your hard work and patience. I know you don't cover Euro stocks but do you have any thoughts on Aptiv ADR, seems to be getting hit on one time items ?
Cheers, Chris

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Read Answer Asked by Christopher on August 05, 2022

• Amazon.com Inc. (AMZN $226.28)
  • $226.28 P/E (TTM): 31.17X Cap: $2.41T
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• Meta Platforms Inc. (META $613.05)
  • $613.05 P/E (TTM): 26.32X Cap: $1.49T
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• Alphabet Inc. (GOOG $318.47)
  • $318.47 P/E (TTM): 29.58X Cap: $3.84T
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• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
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• Open Text Corporation (OTEX $47.02)
  • $47.02 P/E (TTM): 17.42X Cap: $11.84B
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Q: Please give me 3 or 4 Canadian and US larger growthy stocks { ie safer } with good valuations to sweeten a diversified ETF portfolio return. Thank you

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Read Answer Asked by Richard on August 05, 2022

• Moderna Inc. (MRNA $24.15)
  • $24.15 Cap: $9.43B
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Q: Hello, a few months ago I invested in MRNA and it has had a nice run up since. But why? Do you consider it to have a good future? It seems to me that the future for fighting various viruses is sadly quite promising. Is MRNA a right dog for the fight?

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Read Answer Asked by alex on August 05, 2022

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Do you have any quick updates ? It jumped 20% on 3 Aug. Thanks

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Read Answer Asked by TOM on August 05, 2022

• Fortinet Inc. (FTNT $79.77)
  • $79.77 P/E (TTM): 32.45X Cap: $59.32B
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Q: Do you think that FTNT's Q2 warrants a 14% stock price reduction?

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Read Answer Asked by sandy on August 05, 2022

• Crocs Inc. (CROX $80.33)
  • $80.33 P/E (TTM): 26.53X Cap: $4.17B
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Q: Any thoughts on earnings? Does this change the long term outlook at all?
Thank-you.

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Read Answer Asked by Alex on August 05, 2022

• AT&T Inc. (T $25.62)
  • $25.62 P/E (TTM): 8.42X Cap: $183.82B
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Q: Hi Everyone,

You thoughts on T.US for long term income and relative safety.

Thanks

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Read Answer Asked by Dave on August 05, 2022

• eXp World Holdings Inc. (EXPI $11.73)
  • $11.73 Cap: $1.86B
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Q: Can you please comment on quarterly earnings report. Was there anything of particular interest on the conference call (either positive or negative)? Currently down 64% and has dropped to .7% of total holdings. If this was in one of your model portfolios: which portfolio would you have it in, what size of allocation would you be targeting, and would you consider adding to its position in the next monthly member udpate?

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Read Answer Asked by Justin on August 05, 2022