Investment Q&A

• Honeywell International Inc. (HON $216.74)
  • $216.74 P/E (TTM): 24.66X Cap: $137.39B
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• Lockheed Martin Corporation (LMT $441.10)
  • $441.10 P/E (TTM): 24.57X Cap: $102.87B
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• 3M Company (MMM $154.34)
  • $154.34 P/E (TTM): 21.19X Cap: $81.41B
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• Canadian National Railway Company (CNR $130.70)
  • $130.70 P/E (TTM): 17.76X Cap: $80.32B
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• Trane Technologies plc (TT $428.79)
  • $428.79 P/E (TTM): 33.61X Cap: $95.43B
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Q: I am looking to reduce my industrial holdings which are LMT (4.7%), CNR.TO (4.4%), MMM (3%), HON (3%) and TT (2.8%). Please rank in sell order and comments.

Upvote 0

Read Answer Asked by Steven on November 22, 2021

• Apollo Global Management Inc. (APO $137.08)
  • $137.08 P/E (TTM): 24.33X Cap: $79.73B
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Q: Hello your thoughts on APO

Upvote 1

Read Answer Asked by George on November 22, 2021

• Illumina Inc. (ILMN $101.60)
  • $101.60 Cap: $15.45B
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• Intuitive Surgical Inc. (ISRG $479.20)
  • $479.20 P/E (TTM): 66.89X Cap: $172.52B
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• Veeva Systems Inc. Class A (VEEV $284.35)
  • $284.35 P/E (TTM): 59.58X Cap: $46.46B
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• Teladoc Health Inc. (TDOC $7.34)
  • $7.34 Cap: $1.32B
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• Guardant Health Inc. (GH $58.57)
  • $58.57 Cap: $7.30B
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Q: GH, TDOC, VEEV: Which stock is your favorite and would you buy all 3. If there are other you prefer over these, please list them? Risk is not an issue so no dividends. Would you purchase now or wait until things settle down?

Thanks for your service!

Upvote 0

Read Answer Asked by Ozzie on November 22, 2021

• Netflix Inc. (NFLX $1,214.15)
  • $1,214.15 P/E (TTM): 52.79X Cap: $529.07B
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• Exact Sciences Corporation (EXAS $45.68)
  • $45.68 Cap: $8.64B
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• The Trade Desk Inc. (TTD $52.53)
  • $52.53 P/E (TTM): 62.8X Cap: $25.68B
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• Roku Inc. (ROKU $88.80)
  • $88.80 Cap: $13.08B
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• Guardant Health Inc. (GH $58.57)
  • $58.57 Cap: $7.30B
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Q: Down on these two names and considering harvesting the losses.
Are there any reasonable proxies you could recommend for each?

Upvote 0

Read Answer Asked by Andrew on November 22, 2021

• Lucid Group Inc. (LCID $2.13)
  • $2.13 Cap: $7.18B
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Q: Thoughts on this stock: valuation/growth?

Buy?

Upvote 0

Read Answer Asked by Max on November 20, 2021

• Apple Inc. (AAPL $230.56)
  • $230.56 P/E (TTM): 35.14X Cap: $3.42T
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• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• NVIDIA Corporation (NVDA $175.64)
  • $175.64 P/E (TTM): 58.21X Cap: $4.44T
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: Which 3-4 companies would be best recommended to play the developing metaverse space?
Thanks
Dick

Upvote 0

Read Answer Asked by dick on November 20, 2021

• Affirm Holdings Inc. (AFRM $73.86)
  • $73.86 Cap: $23.82B
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Q: Hi, could you please comment (and briefly explain) AFRM latest news on selling $1.25B (now 1.5B ?) of convertible senior notes in a private offering ? What is your opinion on that move and how this could affect latest stock momentum ?

Thank you,

Upvote 0

Read Answer Asked by Luc on November 19, 2021

• Gilead Sciences Inc. (GILD $117.98)
  • $117.98 P/E (TTM): 24.87X Cap: $146.40B
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• AbbVie Inc. (ABBV $206.19)
  • $206.19 P/E (TTM): 88.33X Cap: $364.91B
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• Duke Energy Corporation (Holding Company) (DUK $123.78)
  • $123.78 P/E (TTM): 20.31X Cap: $94.45B
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• Realty Income Corporation (O $59.01)
  • $59.01 P/E (TTM): 53.16X Cap: $52.91B
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• Verizon Communications Inc. (VZ $44.94)
  • $44.94 P/E (TTM): 10.31X Cap: $187.16B
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Q: Hi
I am looking for 5 US Income producing stocks to provide US funds to travel with. This will be long term investments, looking for low to moderate risk, good income stream and somewhat diversified although that's not a huge criterion.
Thank you, Len

Upvote 0

Read Answer Asked by Leonard on November 19, 2021

• Rollins Inc. (ROL $57.94)
  • $57.94 P/E (TTM): 56.76X Cap: $27.66B
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Q: What are thoughts on Rollins? Is it a long term hold? Any reason why it hasn't performed well this year? Could this company be a play on climate change.

Upvote 1

Read Answer Asked by Nick on November 19, 2021

• Balchem Corporation (BCPC $161.14)
  • $161.14 P/E (TTM): 36.88X Cap: $5.19B
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Q: Could I have your current view on this company please. I see there have been no questions since 2019. Thanks.

Upvote 0

Read Answer Asked by Jocelyne on November 19, 2021

• Cintas Corporation (CTAS $216.43)
  • $216.43 P/E (TTM): 49.22X Cap: $86.35B
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Q: What is your opinion of this company. It seems to be a solid hold. I rarely hear it mentioned.

Upvote 0

Read Answer Asked by David on November 19, 2021

• eBay Inc. (EBAY $99.89)
  • $99.89 P/E (TTM): 22.43X Cap: $45.25B
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• PayPal Holdings Inc. (PYPL $69.05)
  • $69.05 P/E (TTM): 14.86X Cap: $66.42B
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• Affirm Holdings Inc. (AFRM $73.86)
  • $73.86 Cap: $23.82B
  • View AFRM Profile
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Q: Is there an underlying reason for Paypals continuing slide? I was thinking it would be a good long term hold, but now having second thoughts
Thanks as always

Upvote 0

Read Answer Asked by steve on November 19, 2021

• Blackstone Inc. (BX $167.29)
  • $167.29 P/E (TTM): 51.85X Cap: $124.73B
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• Carlyle Group Inc (The) - Ordinary Shares (CG $62.58)
  • $62.58 P/E (TTM): 18.67X Cap: $22.95B
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Q: Considering taking a position in one of these two companies would appreciate your opinion on both and why you would choose one over the other.
Thanks John

Upvote 0

Read Answer Asked by John on November 19, 2021

• MarketAxess Holdings Inc. (MKTX $186.85)
  • $186.85 P/E (TTM): 32.99X Cap: $6.97B
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Q: MKTX has an attractive long term performance.
Why has MKTX gone down so much in 2021? In what market condition does it do well.
Thanks
Nick

Upvote 0

Read Answer Asked by Nick on November 19, 2021

• Amgen Inc. (AMGN $295.55)
  • $295.55 P/E (TTM): 27.03X Cap: $157.53B
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• Gilead Sciences Inc. (GILD $117.98)
  • $117.98 P/E (TTM): 24.87X Cap: $146.40B
  • View GILD Profile
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• Johnson & Johnson (JNJ $177.80)
  • $177.80 P/E (TTM): 18.89X Cap: $424.46B
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• Pfizer Inc. (PFE $25.32)
  • $25.32 P/E (TTM): 18.22X Cap: $142.53B
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• UnitedHealth Group Incorporated (DE) (UNH $304.24)
  • $304.24 P/E (TTM): 12.73X Cap: $279.39B
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• iShares Biotechnology ETF (IBB $137.89)
  • $137.89 P/E (TTM): 74.16X Cap: $5.66B
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• Vanguard Health Care ETF (VHT $253.21)
  • $253.21 P/E (TTM): 82.92X Cap: $15.31B
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• Moderna Inc. (MRNA $27.91)
  • $27.91 Cap: $10.92B
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Q: Hi can you recommend some healthcare etf funds that trade on the NYSE or NASDAQ, I need exposure in this sector, looking for:
1. Growth based funds with some dividend income
2. Dividend income with lower volatility

Thx!

Upvote 0

Read Answer Asked by Kimbeley on November 19, 2021

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
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Q: Regarding ATVI, If this drop continues would you step in at a certain price or is it low enough already that you are comfortable for a 5 year hold? Is there a price that screams out to you BUY!?

I feel the stock reaction is overblown not, to dismiss the issues at hand but I don’t feel anything has changed with the companies outlook long term with great gaming assets and the metaverse theme gaining traction moving forward.

Upvote 0

Read Answer Asked by Michael on November 19, 2021

• Amazon.com Inc. (AMZN $228.01)
  • $228.01 P/E (TTM): 35.22X Cap: $2.46T
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• Mastercard Incorporated (MA $585.51)
  • $585.51 P/E (TTM): 39.22X Cap: $528.06B
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• Visa Inc. (V $342.45)
  • $342.45 P/E (TTM): 33.64X Cap: $664.89B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.73)
  • $16.73 Cap: $2.30B
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• Celsius Holdings Inc. (CELH $60.47)
  • $60.47 P/E (TTM): 173.64X Cap: $15.59B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Upstart Holdings Inc. (UPST $61.59)
  • $61.59 Cap: $5.92B
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• Affirm Holdings Inc. (AFRM $73.86)
  • $73.86 Cap: $23.82B
  • View AFRM Profile
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• Topicus.com Inc. (TOI $165.94)
  • $165.94 P/E (TTM): 81.5X Cap: $13.82B
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Q: Fire sale - V - 13 month low; MA just as bad; along with the rest of these. Do you think the people selling them have knowledge that we do not have and that is why they are selling these stocks. What is your take on what is happening? Thanks

Upvote 0

Read Answer Asked by Dennis on November 19, 2021

• Tesla Inc. (TSLA $329.31)
  • $329.31 P/E (TTM): 191.08X Cap: $1.08T
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• Fisker Inc. Class A (FSR)
  • Cap: $47M
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Q: I have a question about Fisker. Is this company a serious competitor for Tesla?

Upvote 0

Read Answer Asked by Valerie on November 19, 2021

• Reliance Inc. (RS $287.17)
  • $287.17 P/E (TTM): 20.14X Cap: $15.10B
  • View RS Profile
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Q: Any reason for the drop yesterday? Do you still like RS going forward?

Upvote 0

Read Answer Asked by Jocelyne on November 18, 2021

• HIVE Digital Technologies Ltd. (HIVE $3.31)
  • $3.31 Cap: $759M
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• Hut 8 Corp. (HUT $30.45)
  • $30.45 Cap: $3.55B
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• MARA Holdings Inc. (MARA $15.17)
  • $15.17 P/E (TTM): 10.66X Cap: $5.61B
  • View MARA Profile
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Q: I was wondering if you could comment on the latest earnings of Hive. To me it looked like it was better than Mara and HUT. Also two new facilities also should be commissioned soon. Should be able to increase their mining?

Your thoughts please.

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Read Answer Asked by Jimmy on November 18, 2021