Investment Q&A

• Impinj Inc. (PI $166.55)
  • $166.55 Cap: $4.82B
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Q: On March 20, (Market Call) a gentleman by the name of Reza Samahin on top picks had a company by the name of Impinj, Inc., the way he told it this company is a leader in product in information tags. I would appreciate if you would give me your view on this company. Would it be a buy or hold off purchasing.
Thank You for your services

Earl

Upvote 1

Read Answer Asked by Earl on March 25, 2025

• Palantir Technologies Inc. (PLTR $157.75)
  • $157.75 P/E (TTM): 770.3X Cap: $412.85B
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Q: With the CDR what is the breakdown of share portion you own if buying this? Example 1CDR = .05 of an actual share of Palantir. In light of the current market and potential future of Ai what is your feeling on PLTR besides having an extreme valuation.

Thanks

Upvote 2

Read Answer Asked by Kolbi on March 25, 2025

• iShares 0-3 Month Treasury Bond ETF (SGOV $100.58)
  • $100.58 Cap: $54.89B
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Q: Is this ETF less secure because it follows bonds from "breaking edge technical companies index" even though they are T-bills. If one were looking for a relatively secure Tbill ETF to gain modest income and possible currency benefits in a RRIF which would you chose.

Upvote 3

Read Answer Asked by Tom on March 24, 2025

• Berkshire Hathaway Inc. (BRK.B $485.31)
  • $485.31 P/E (TTM): 16.35X Cap: $1.03T
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• Berkshire Hathaway CDR (CAD Hedged) (BRK $35.98)
  • $35.98 P/E (TTM): 0.01X Cap: $1.42T
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Q: In a recent answer there was a recommendation that BRK.B would be a solid growth stock for years to come. Just curious given the U.S./CAD exchange rate, what are the pros and cons to buy BRK.CA instead of BRK.B?

Upvote 2

Read Answer Asked by Andrew on March 24, 2025

• ASML Holding N.V. (ASML $743.61)
  • $743.61 P/E (TTM): 33.21X Cap: $292.44B
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Q: Good afternoon all; Given recent market performance can I get your assessment of ASML. It is down on an annual basis and since November, while it has bounced around the price is relatively flat.

I would appreciate some background on why it has declined, it their near captive market expected to increase its rate of growth in the mid term, and if a potential buy, at what price would you get interested in it?

Thanks as always.

Dave

Upvote 4

Read Answer Asked by Dave on March 24, 2025

• AeroVironment Inc. (AVAV $235.18)
  • $235.18 P/E (TTM): 159.54X Cap: $11.29B
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Q: Hi,

I'm down over 40% on AVAV. I'm wondering if I should move on. Where do you see it going from here? Is it a sell?
Thanks

Upvote 1

Read Answer Asked by Marco on March 24, 2025

• Genius Sports Limited (GENI $12.62)
  • $12.62 Cap: $3.10B
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• Sportradar Group AG (SRAD $30.35)
  • $30.35 Cap: $9.36B
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Q: I see both are in the sports gambling business. If you were to buy just one, which would your preference be?
Thanks

Upvote 3

Read Answer Asked by Neil on March 24, 2025

• Uber Technologies Inc. (UBER $95.32)
  • $95.32 P/E (TTM): 16.22X Cap: $198.78B
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Q: UBER is my favorite stocks for the future. People living close to work do not need a car. People moving to downtown high risers would not have to pay parking in their condos , They don't need a car. Uber sharing Food deliveries What else ? Uber wins RAK

Upvote 3

Read Answer Asked by bob on March 24, 2025

• Amphenol Corporation (APH $109.98)
  • $109.98 P/E (TTM): 43.51X Cap: $135.59B
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• ResMed Inc. (RMD $286.04)
  • $286.04 P/E (TTM): 32.01X Cap: $41.89B
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• Interactive Brokers Group Inc. (IBKR $62.41)
  • $62.41 P/E (TTM): 33.16X Cap: $106.08B
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Q: The portfolio manager of the Mawer Investment Management fund, Jeff Mo, recommends these 3 stocks to withstand the trade war: IBKR, RMD and APH.

In the present context, what are your views on these stocks, would you buy them now and what would be your entry prices ?

Alternatively, which would be your preferred stocks for a trade war ?

Gratefully,

Jacques IDS

Upvote 3

Read Answer Asked by Jacques on March 24, 2025

• Micron Technology Inc. (MU $122.05)
  • $122.05 P/E (TTM): 21.7X Cap: $138.26B
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Q: Hello,

Thoughts on starting a position here? For a long term hold, or should one wait? At what price would this be a screaming buy?

Thanks

Upvote 2

Read Answer Asked by Satish on March 24, 2025

• General Mills Inc. (GIS $49.91)
  • $49.91 P/E (TTM): 12.11X Cap: $27.07B
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Q: Was hoping you could shed some insight to the drop in General Mills share price. Considering the P/E@12.9, are the earnings falling because of loss market or is there something else going on corporately?
Always appreciate your excellent service.
Ted.

Upvote 3

Read Answer Asked by Ted on March 24, 2025

• Medtronic plc. (MDT $89.90)
  • $89.90 P/E (TTM): 25.77X Cap: $118.91B
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• Stryker Corporation (SYK $389.94)
  • $389.94 P/E (TTM): 50.58X Cap: $145.89B
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• Zimmer Biomet Holdings Inc. (ZBH $104.31)
  • $104.31 P/E (TTM): 22.83X Cap: $20.31B
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• Globus Medical Inc. Class A (GMED $61.17)
  • $61.17 P/E (TTM): 45.2X Cap: $8.26B
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• Penumbra Inc. (PEN $253.20)
  • $253.20 P/E (TTM): 66.94X Cap: $10.03B
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Q: Who are competitors of STRYKER MEDTRONICS Which do you prefer ? RAK

Upvote 3

Read Answer Asked by bob on March 24, 2025

• Vertiv Holdings LLC Class A (VRT $129.05)
  • $129.05 P/E (TTM): 77.37X Cap: $51.81B
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• Nebius Group N.V. (NBIS $67.19)
  • $67.19 Cap: $17.27B
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Q: Good Morning

I currently hold both VRT and NBIS. Is there too much duplication/overlap between the two? If that is the case which would you reduce to have only one position?

Thank you

Upvote 6

Read Answer Asked by Marty on March 24, 2025

• Goosehead Insurance Inc. (GSHD $86.33)
  • $86.33 P/E (TTM): 75.49X Cap: $3.24B
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• Shift4 Payments Inc. Class A (FOUR $90.25)
  • $90.25 P/E (TTM): 50.19X Cap: $7.97B
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• Cantaloupe Inc. (CTLP $10.87)
  • $10.87 P/E (TTM): 13.82X Cap: $802M
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• Symbotic Inc. (SYM $46.80)
  • $46.80 Cap: $30.17B
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Q: Would you endorse a switch from FOUR to GSHD and SYM to CTLP at this juncture for a growth oriented investor?

Upvote 3

Read Answer Asked by Andrew on March 24, 2025

• Celestica Inc. (CLS $256.04)
  • $256.04 P/E (TTM): 43.7X Cap: $30.94B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.06)
  • $193.06 P/E (TTM): 79.78X Cap: $256.88B
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• Blackstone Inc. (BX $167.29)
  • $167.29 P/E (TTM): 51.85X Cap: $124.73B
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• Meta CDR (CAD Hedged) (META $41.02)
  • $41.02 P/E (TTM): 32.91X Cap: $2.66T
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• Goosehead Insurance Inc. (GSHD $86.33)
  • $86.33 P/E (TTM): 75.49X Cap: $3.24B
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• Freshworks Inc. (FRSH $13.28)
  • $13.28 Cap: $3.87B
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• Powell Industries Inc. (POWL $254.10)
  • $254.10 P/E (TTM): 17.89X Cap: $3.13B
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• Genius Sports Limited (GENI $12.62)
  • $12.62 Cap: $3.10B
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• Cellebrite DI Ltd. (CLBT $15.80)
  • $15.80 Cap: $3.86B
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.41)
  • $89.41 P/E (TTM): 234.6X Cap: $134.40B
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• GRAIL Inc. (GRAL $31.42)
  • $31.42 Cap: $1.18B
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• Nebius Group N.V. (NBIS $67.19)
  • $67.19 Cap: $17.27B
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• Amazon.com CDR (CAD Hedged) (AMZN $26.71)
  • $26.71 P/E (TTM): 41.78X Cap: $3.41T
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Q: I would like to narrow this list down to the best 10 to hold in a long term taxable portfolio. What would you suggest be the top 10 stocks? I currently hold all of them but would like to sell this down to 10. I like holding 10 stocks with about 10% in each as a risk/reward balance. Thank you - and thanks for some of these names which came from you! I am only down on Amazon and BN at this time.

Jason

Upvote 11

Read Answer Asked by Jason on March 24, 2025

• Costco Wholesale Corporation (COST $980.85)
  • $980.85 P/E (TTM): 56.78X Cap: $434.31B
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• Walmart Inc. (WMT $101.29)
  • $101.29 P/E (TTM): 42.74X Cap: $803.62B
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Q: Which one is better to invest in?

Upvote 4

Read Answer Asked by David M. on March 24, 2025

• Amazon.com Inc. (AMZN $228.01)
  • $228.01 P/E (TTM): 35.22X Cap: $2.46T
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• Alphabet Inc. (GOOG $202.49)
  • $202.49 P/E (TTM): 21.85X Cap: $2.47T
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• Microsoft Corporation (MSFT $509.77)
  • $509.77 P/E (TTM): 38.14X Cap: $3.84T
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• JPMorgan Chase & Co. (JPM $290.66)
  • $290.66 P/E (TTM): 14.25X Cap: $801.63B
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• Tesla Inc. (TSLA $329.31)
  • $329.31 P/E (TTM): 191.08X Cap: $1.08T
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Q: Could you please recommend five Canadian stocks and five US stocks that are usually good to sell covered calls on?

Upvote 4

Read Answer Asked by Ahmed on March 24, 2025

• Axon Enterprise Inc. (AXON $758.29)
  • $758.29 P/E (TTM): 182.45X Cap: $62.14B
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• CrowdStrike Holdings Inc. (CRWD $418.60)
  • $418.60 Cap: $104.33B
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• Vertiv Holdings LLC Class A (VRT $129.05)
  • $129.05 P/E (TTM): 77.37X Cap: $51.81B
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Q: for a 5 year plus hold please rank the above from top to bottom.

Upvote 7

Read Answer Asked by Terry on March 21, 2025

• Amazon.com Inc. (AMZN $228.01)
  • $228.01 P/E (TTM): 35.22X Cap: $2.46T
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• FedEx Corporation (FDX $233.13)
  • $233.13 P/E (TTM): 13.52X Cap: $53.71B
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Q: I do not own FDX, but I know that parcel deliveries are sometimes seen as a forward looking economic indicator. Do you agree with this thesis? And can you please comment on FDX earnings and especially commentary. Thank-you.

Upvote 2

Read Answer Asked by Alex on March 21, 2025

• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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Q: Hello,

Given the recent correction in the technology sector, would you consider META as an attractive buy to start accumulating.

Looking forward to your input.

Upvote 7

Read Answer Asked by Irek on March 21, 2025