Investment Q&A

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $64.10)
  • $64.10 P/E (TTM): 32.77X Cap: $4.64B
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• Vanguard S&P 500 Index ETF (VFV $171.06)
  • $171.06 P/E (TTM): 26.01X Cap: $29.51B
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• State Street SPDR S&P 500 ETF Trust (SPY $699.94)
  • $699.94 P/E (TTM): 26.17X Cap: $704.55B
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• INVESCO QQQ Trust (QQQ $637.40)
  • $637.40 P/E (TTM): 33.2X Cap: $406.20B
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Q: Hello 5i,
Looking at the top ten holdings of XQQ and SPY there appears to be a lot of overlap.
Do you agree? Is it advisable to own both?
Thanks
Dave

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Read Answer Asked by Dave on October 27, 2022

• Alphabet Inc. (GOOG $334.47)
  • $334.47 P/E (TTM): 29.53X Cap: $4.02T
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Q: Google is only about 1% of my portfolio, total tech weighting in 15% of the portfolio. I'm down 30% on Google stock at the moment. It is held in RRSP. After yesterday's results and today's selloff, would you recommend hold, sell, or buy more? If your answer is "buy more" would you buy now or wait for better momentum? Timeframe 5+ years.

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Read Answer Asked by Michael on October 27, 2022

• Meta Platforms Inc. (META $671.58)
  • $671.58 P/E (TTM): 27.01X Cap: $1.67T
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Q: Please provide your thought on META after its earning with a huge dive in stock price. Is it a Buy or Hold or Sell? I have some shares still in the green. Thank you.

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Read Answer Asked by David on October 27, 2022

• Texas Instruments Incorporated (TXN $216.29)
  • $216.29 P/E (TTM): 39.69X Cap: $199.27B
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• Universal Display Corporation (OLED $98.60)
  • $98.60 P/E (TTM): 19.79X Cap: $4.57B
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• Tower Semiconductor Ltd. (TSEM $215.63)
  • $215.63 Cap: $22.76B
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• Rambus Inc. (RMBS $120.02)
  • $120.02 P/E (TTM): 53.63X Cap: $10.93B
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• Wolfspeed Inc. New (WOLF $23.90)
  • $23.90 Cap: $927M
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Q: Could you please give me a brief list of your top chip manufacturers with production outside of China/Taiwan, and your preference(s).

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Read Answer Asked by Danny on October 27, 2022

• Alphabet Inc. (GOOG $334.47)
  • $334.47 P/E (TTM): 29.53X Cap: $4.02T
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• Microsoft Corporation (MSFT $411.22)
  • $411.22 P/E (TTM): 24.04X Cap: $2.91T
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Q: What happened to these two stocks and what is the outlook for them.

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Read Answer Asked by don on October 27, 2022

• Alphabet Inc. (GOOG $334.47)
  • $334.47 P/E (TTM): 29.53X Cap: $4.02T
  • View GOOG Profile
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• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.77T
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• Medpace Holdings Inc. (MEDP $518.54)
  • $518.54 P/E (TTM): 32.76X Cap: $14.85B
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• Lantheus Holdings Inc. (LNTH $83.94)
  • $83.94 P/E (TTM): 24.09X Cap: $5.37B
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Q: Is it time to take a break from Alphabet for a while or is this going to be the bottom? Seems like there might be some better places to be for now. If yes, what would you choose right now? Thanks

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Read Answer Asked by Neil on October 26, 2022

• Twitter Inc. (TWTR)
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Q: Hi

A few days ago I shorted TWTR at $52.00. My rational was that if the deal closes at $54.20 the downside is a few dollars and if the deal doesnt close the upside is $10.00 or more. Today Elon said the he would close the deal Friday. I also heard that TWTR would not trade Friday. I can (A) cover my short before Friday and take my loss or (B) hold on to my short in the hope that the deal never closes.
What happens to my short if I select option B? Will trading resume again, perhaps next week and I can cover my short or will Thursday be the end of trading TWTR? What happens to the shorts if TWTR doesn't trade again?

Thanks always for your insight

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Read Answer Asked by Greg on October 26, 2022

• EQT Corporation (EQT $56.76)
  • $56.76 P/E (TTM): 17.43X Cap: $37.15B
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Q: Why is EQT down so much?

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Read Answer Asked by James on October 25, 2022

• Apple Inc. (AAPL $266.43)
  • $266.43 P/E (TTM): 32.81X Cap: $3.79T
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• Amazon.com Inc. (AMZN $248.50)
  • $248.50 P/E (TTM): 33.46X Cap: $2.67T
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• Meta Platforms Inc. (META $671.58)
  • $671.58 P/E (TTM): 27.01X Cap: $1.67T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $334.47)
  • $334.47 P/E (TTM): 29.53X Cap: $4.02T
  • View GOOG Profile
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• Netflix Inc. (NFLX $107.71)
  • $107.71 P/E (TTM): 40.79X Cap: $448.73B
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Q: Hi,
Do you agree with Mr. Ross Healy that NFLX is the only FAANG stock worth dipping into? Would you be a "trader" of this stock? Do you see the potential for a bounce?
Feel free to share your "musings"!

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Read Answer Asked by Savalai on October 25, 2022

• Amazon.com Inc. (AMZN $248.50)
  • $248.50 P/E (TTM): 33.46X Cap: $2.67T
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• Alphabet Inc. (GOOG $334.47)
  • $334.47 P/E (TTM): 29.53X Cap: $4.02T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $411.22)
  • $411.22 P/E (TTM): 24.04X Cap: $2.91T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.77T
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• Accenture plc Class A (Ireland) (ACN $194.00)
  • $194.00 P/E (TTM): 15.86X Cap: $126.62B
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• Salesforce Inc. (CRM $177.60)
  • $177.60 P/E (TTM): 22.16X Cap: $158.11B
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• Palo Alto Networks Inc. (PANW $164.11)
  • $164.11 P/E (TTM): 89.78X Cap: $131.85B
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Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.

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Read Answer Asked by Nancy on October 24, 2022

• SVB Financial Group (SIVB)
  • P/E (TTM): 4.2X Cap: $6.27B
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Q: thoughts on the quarter markets dont like it much?

Thx

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Read Answer Asked by blake on October 24, 2022

• Darling Ingredients Inc. (DAR $58.44)
  • $58.44 P/E (TTM): 157.46X Cap: $9.72B
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Q: Hello your comment about this compagnie et the aquisition this week .
Thank you

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Read Answer Asked by Francis on October 24, 2022

• Thermo Fisher Scientific Inc (TMO $531.67)
  • $531.67 P/E (TTM): 28.99X Cap: $195.85B
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Q: Thermo Fisher has been on a downward spiral recently. Do you see a reason for the weakness and what are your overall thoughts on this company? Dp you see more upside in United Health? Thank You.

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Read Answer Asked by Brian on October 24, 2022

• Abbott Laboratories (ABT $101.56)
  • $101.56 P/E (TTM): 27.07X Cap: $174.89B
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• Danaher Corporation (DHR $198.14)
  • $198.14 P/E (TTM): 38.86X Cap: $140.55B
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Q: Is there much overlap between these companies and which would you prefer going forward based on business lines, growth and relative valuation? Thanks for your service.

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Read Answer Asked by Michael on October 24, 2022

Q: What is your opinion of this etf as one vehicle to ride out possible recession?

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Read Answer Asked by Lawrence on October 24, 2022

• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
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Q: Could I have your assessment of the latest quarter of MPW and your outlook going forward?

Thanks for your service

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Read Answer Asked by Ozzie on October 24, 2022

• Honeywell International Inc. (HON $232.19)
  • $232.19 P/E (TTM): 31.74X Cap: $147.79B
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• Lockheed Martin Corporation (LMT $611.10)
  • $611.10 P/E (TTM): 28.84X Cap: $140.94B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Trane Technologies plc (TT $462.56)
  • $462.56 P/E (TTM): 36.44X Cap: $104.15B
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Q: Do you have a few suggestions for long term holds in US industrials? My only non-Canadian holding in this sector is TT - would you consider this to be still worthy of holding?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on October 24, 2022

• Verizon Communications Inc. (VZ $45.03)
  • $45.03 P/E (TTM): 11.19X Cap: $191.82B
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• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
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Q: Market is up but these two stocks are down significantly. Is there any particular reason for this. What are the future prospects for these companies. Sell, hold or add more to average down?

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Read Answer Asked by satish on October 22, 2022

• Verizon Communications Inc. (VZ $45.03)
  • $45.03 P/E (TTM): 11.19X Cap: $191.82B
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Q: Could you please comment on Verizon earnings? Are you still favourable on this co.? The stock price is getting to its range 10 years ago. Is the high dividend sustainable? Thank you.

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Read Answer Asked by William on October 22, 2022

• Cogent Communications Holdings Inc. (CCOI $23.53)
  • $23.53 Cap: $988M
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Q: Hi Guys,

Can I please get your opinion of Cogent Communications (CCOI). Thanks

Dave

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Read Answer Asked by David on October 22, 2022