Investment Q&A

• Sea Limited American Depositary Shares each representing one Class A (SE $136.29)
  • $136.29 P/E (TTM): 177.49X Cap: $80.73B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
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• MercadoLibre Inc. (MELI $2,055.00)
  • $2,055.00 P/E (TTM): 47.64X Cap: $101.84B
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Q: I want to like SHOP but get put-off by the (forward) P/E. MELI scores better on P/E and RoE and appears to have momentum. Then there's SE, which shares MELI's P/E but shows better RoE growth; OTOH, it's somewhat more opaque.

I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?

Upvote 9

Read Answer Asked by John on May 02, 2025

• BetaPro NASDAQ-100 2x Daily Bull ETF (QQU $29.84)
  • $29.84 Cap: $398M
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Q: Surprised that no one has asked about this ETF. According to my BMO chart $10,000 invested 10 years ago would be worth over $90,000 today. May issue of your Money Magazine shows the 5 year average annual return to be 30.4%.
How come we've missed this? How would you characterize the risk
Guy R

Upvote 5

Read Answer Asked by Guy R. on May 02, 2025

• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.60T
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Q: Can you discuss META as a company, and why you’re so bullish moving forward? Thanks

Upvote 8

Read Answer Asked by Nick on May 02, 2025

• American Express Company (AXP $362.64)
  • $362.64 P/E (TTM): 23.7X Cap: $245.18B
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• Mastercard Incorporated (MA $546.47)
  • $546.47 P/E (TTM): 34.55X Cap: $490.72B
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• Visa Inc. (V $334.53)
  • $334.53 P/E (TTM): 32.15X Cap: $634.14B
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Q: Why do you feel that AXP has fallin more off it highs than the V and MA, which one is the buy today?
Thanks Again

Upvote 4

Read Answer Asked by eugene on May 02, 2025

• Enterprise Group Inc. (E $1.24)
  • $1.24 P/E (TTM): 25.53X Cap: $94M
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• Zedcor Inc. (ZDC $6.00)
  • $6.00 P/E (TTM): 428.57X Cap: $633M
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• Vitalhub Corp. (VHI $9.27)
  • $9.27 P/E (TTM): 174.9X Cap: $591M
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• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
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• Cellebrite DI Ltd. (CLBT $16.80)
  • $16.80 Cap: $4.04B
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Q: Could you please rank these 5 stocks in terms of growth prospects and business model / sector strengths?

I have a 2yr to 3yr timeframe for these portions of my portfolio. Thx.

Upvote 14

Read Answer Asked by Cathy on May 02, 2025

• Intuitive Surgical Inc. (ISRG $578.87)
  • $578.87 P/E (TTM): 74.19X Cap: $203.78B
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• Chubb Limited (CB $297.77)
  • $297.77 P/E (TTM): 12.46X Cap: $116.41B
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• Rollins Inc. (ROL $61.22)
  • $61.22 P/E (TTM): 56.36X Cap: $29.13B
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• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
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• Brown & Brown Inc. (BRO $80.51)
  • $80.51 P/E (TTM): 24.05X Cap: $27.42B
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• Trane Technologies plc (TT $418.82)
  • $418.82 P/E (TTM): 31.57X Cap: $90.89B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
  • $64.96 P/E (TTM): 89.9X Cap: $142.91B
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Q: Please rank following for a long term hold. Thanks

Upvote 7

Read Answer Asked by Ben on May 02, 2025

• Apple Inc. (AAPL $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
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• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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Q: May I have your opinion of Amazon and Apple’s earnings this quarter and future outlook please.

Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.

Thank you.

Upvote 8

Read Answer Asked by Sandra on May 02, 2025

• Ford Motor Company (F $13.17)
  • $13.17 P/E (TTM): 11.06X Cap: $51.63B
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• Nucor Corporation (NUE $156.25)
  • $156.25 P/E (TTM): 21.25X Cap: $35.16B
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• Century Aluminum Company (CENX $28.48)
  • $28.48 P/E (TTM): 69.26X Cap: $2.52B
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• Commercial Metals Company (CMC $62.63)
  • $62.63 P/E (TTM): 79.09X Cap: $6.58B
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• AECOM (ACM $103.88)
  • $103.88 P/E (TTM): 24.59X Cap: $14.97B
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• Kaiser Aluminum Corporation (KALU $95.17)
  • $95.17 P/E (TTM): 17.79X Cap: $1.48B
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• Steel Dynamics Inc. (STLD $164.25)
  • $164.25 P/E (TTM): 20.84X Cap: $23.53B
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• Jacobs Solutions Inc. (J $133.54)
  • $133.54 P/E (TTM): 54.11X Cap: $15.77B
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• Stellantis N.V. (STLA $10.54)
  • $10.54 Cap: $30.36B
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Q: It has been reported that various companies are going to invest 8 trillion dollars into the U.S. economy in the future. What companies/sectors do you think will benefit the most from this investment?

Upvote 2

Read Answer Asked by Jerry on May 02, 2025

• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.54T
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Q: Hi 5i.

I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?

Upvote 3

Read Answer Asked by William on May 01, 2025

• Robinhood Markets Inc. (HOOD $115.57)
  • $115.57 P/E (TTM): 44.71X Cap: $103.91B
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Q: Could I have your take on earnings- pull back a good entry point?

Upvote 2

Read Answer Asked by Scott on May 01, 2025

• Shake Shack Inc. Class A (SHAK $86.99)
  • $86.99 P/E (TTM): 85.63X Cap: $3.59B
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• Uber Technologies Inc. (UBER $83.69)
  • $83.69 P/E (TTM): 14.29X Cap: $173.89B
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Q: May I please get your thoughts on SHAK?

Thanks

Dave

Upvote 2

Read Answer Asked by David on May 01, 2025

• Eli Lilly and Company (LLY $1,109.94)
  • $1,109.94 P/E (TTM): 51.84X Cap: $1.04T
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Q: LLY reported this am. I have been waiting to buy. What are your thoughts on LLY and would you be a buyer of a half position here?

Upvote 3

Read Answer Asked by sean on May 01, 2025

• Apple Inc. (AAPL $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
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• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.60T
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• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.54T
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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• Tesla Inc. (TSLA $419.40)
  • $419.40 P/E (TTM): 260.73X Cap: $1.39T
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Q: My mag7 holdings have only really consisted of GOOG and NVDA, is this good enough? Seeing MSFT and META with strong earnings, should I diversity more into the other holdings? If you were to rank the mag7, what would they look like? Was considering a stake in AMZN and I know they report tonight. Thank you!

Upvote 18

Read Answer Asked by Keith on May 01, 2025

• Zebra Technologies Corporation (ZBRA $249.31)
  • $249.31 P/E (TTM): 24.29X Cap: $11.69B
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Q: Zebra Technologies just reported earnings and, while it beat expectations and has a solid backlog and pipeline, the outlook is looking rather dismal due to so much macroeconomic uncertainty. I was also wondering, with so many customers buying during the pandemic, how long until you think they will need to upgrade? I know the company is expanding into adjacent markets and internationally but wonder if most businesses now have the technology in place. Would you move on? Or hold? Thank you.

Upvote 3

Read Answer Asked by Kim on May 01, 2025

• Generac Holdlings Inc. (GNRC $148.56)
  • $148.56 P/E (TTM): 27.87X Cap: $8.57B
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Q: Based on increased weather volatility I would have thought Generac's business would be booming, however the price of the stock and momentum does not reflect this. Is this a buying opportunity or have I missed something? Would you buy at this level or are there other companies in the sector that you would prefer. Thanks for your analysis.

Upvote 3

Read Answer Asked by Ian on May 01, 2025

• Adobe Inc. (ADBE $319.55)
  • $319.55 P/E (TTM): 20.79X Cap: $133.41B
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• International Business Machines Corporation (IBM $304.48)
  • $304.48 P/E (TTM): 35.49X Cap: $284.27B
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Q: Between these two which would you see as better overall for a 3-5 year hold with a growth tilt.

Upvote 4

Read Answer Asked by dennis on April 30, 2025

• D-Wave Quantum Inc. (QBTS $22.59)
  • $22.59 Cap: $8.09B
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Q: thinking of putting a toe in to this one what do you think ? thank you very much for all the advice

Upvote 1

Read Answer Asked by cindy on April 30, 2025

• TFI International Inc. (TFII $121.22)
  • $121.22 P/E (TTM): 22.46X Cap: $9.97B
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• Celsius Holdings Inc. (CELH $40.40)
  • $40.40 P/E (TTM): 354.45X Cap: $9.77B
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• TransMedics Group Inc. (TMDX $146.00)
  • $146.00 P/E (TTM): 52.79X Cap: $4.98B
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Q: Can I get your quick comments on these companies? I'm down on these between 20-45%. Do you think they are still worth holding or looking to clean up these weeds and deploy into other higher quality names. Thanks!

Upvote 3

Read Answer Asked by Keith on April 29, 2025

• Shift4 Payments Inc. Class A (FOUR $70.15)
  • $70.15 P/E (TTM): 32.4X Cap: $6.16B
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Q: Can you comment on FOUR's earnings?
Thanks

Upvote 5

Read Answer Asked by sean on April 29, 2025

Q: Can I have your thoughts on Cisco and Nvidia partnership? Do you think that Cisco is a buy at this level for growth and dividend?
Thank you,

Stephan

Upvote 2

Read Answer Asked by Stephan on April 29, 2025