Investment Q&A

• Alphabet Inc. (GOOG $204.16)
  • $204.16 P/E (TTM): 21.5X Cap: $2.46T
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• QUALCOMM Incorporated (QCOM $153.73)
  • $153.73 P/E (TTM): 14.3X Cap: $165.87B
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• Paycom Software Inc. (PAYC $215.21)
  • $215.21 P/E (TTM): 31.44X Cap: $12.45B
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• SolarEdge Technologies Inc. (SEDG $25.10)
  • $25.10 Cap: $1.49B
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Q: I’ve been holding qualacom at a loss for 2 years or so and am now considering moving on after the earnings release tonight as I don’t want to ride it back to the lows. Is there a stock that is down after today’s big drop that you would suggest on a trade? I was considering either sedg or PAyc. Thank you!

Jason

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Read Answer Asked by Jason on August 03, 2023

• Kraken Robotics Inc. (PNG $3.75)
  • $3.75 P/E (TTM): 53.43X Cap: $985M
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Q: Can I get your updated review of Kraken Robotics, your last question was in Dec. I know of a few pretty smart microcap investors that have been increasing their positions during this pullback. Those investors believe that the pullback is due to the ex CEO selling a ton of his shares. But they don't think there is any issues with the company that would influence him to sell off all his shares at these prices. I'm just a spectator but would love your unbiased review of the company. Thx

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Read Answer Asked by Adam on August 03, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.80)
  • $205.80 P/E (TTM): 83.42X Cap: $267B
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Q: Probably already asked, but just in case, can you describe how 5i feels about earnings numbers and what mgt is saying about the future. What impact will this have on stock short term and long term?

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Read Answer Asked on August 03, 2023

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $217.81)
  • $217.81 P/E (TTM): 70.91X Cap: $10.96B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.80)
  • $205.80 P/E (TTM): 83.42X Cap: $267B
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Q: Your expert opinion on earnings please and of course your analysis of the outlook. Thank you, Sheldon

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Read Answer Asked by Sheldon on August 03, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.80)
  • $205.80 P/E (TTM): 83.42X Cap: $267B
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• Nutrien Ltd. (NTR $77.25)
  • $77.25 P/E (TTM): 182.76X Cap: $37.65B
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Q: Please comment on the earning . Is SHOP growth slowing ? Thanks a lot.

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Read Answer Asked by Lai Kuen on August 03, 2023

Q: Lost returns from listening to esteemed, perennial doomsayers. Includes David Rosenberg.

https://ritholtz.com/2023/08/10-wednesday-am-reads-341/

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Read Answer Asked by Joseph on August 03, 2023

• Topicus.com Inc. (TOI $172.90)
  • $172.90 P/E (TTM): 84.53X Cap: $22.44B
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Q: Does Toi report its Q on Aug 3.What are the estimates for Eps & Rev. Txs for u usual great services and views

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Read Answer Asked by Peter on August 03, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.26)
  • $132.26 P/E (TTM): 19.34X Cap: $1.57B
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Q: Was the time to buy Hammond not 2020...? It was trading around 7 bucks a share.
I have become much more risk averse after buying stocks like ANRG,ILLM,XEBEQ,TIXT,
QST,GOOS,APPS,..MRS.H.
Thanks

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Read Answer Asked by Gordon on August 03, 2023

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.79)
  • $44.79 P/E (TTM): 79.12X Cap: $21.89B
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Q: Could you shed some light on TECK-B's disappointing quarterly results? Any news on the company's separating the 2 businesses?

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Read Answer Asked by Ted on August 02, 2023

• Perion Network Ltd (PERI $9.18)
  • $9.18 Cap: $413M
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Q: I am holding a small position of PERI with a small loses. Please give your opinions of the latest Q2 earning report and recommendation. Thank you. Bill.

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Read Answer Asked by Bill on August 02, 2023

• DuPont de Nemours Inc. (DD $71.93)
  • $71.93 Cap: $30.11B
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Q: DD looks undervalued, do you think this is a stock worth owning ?

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Read Answer Asked by Robbie on August 02, 2023

• Rockwell Automation Inc. (ROK $339.75)
  • $339.75 P/E (TTM): 41.53X Cap: $38.19B
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Q: I have watched ROK for a while wondering if I should step up as I always saw it as a complimentary piece with ATS - which I have owned for a while. Do you see their earnings miss as a good time to pick up an asset in a space that investors should be looking to get exposure to? Thank you

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Read Answer Asked by Martin on August 02, 2023

• Dye & Durham Limited (DND $10.85)
  • $10.85 Cap: $729M
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Q: Is DND worth holding. Its underwater. Any chance of a recovery?

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Read Answer Asked by Margot on August 02, 2023

• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $24.71)
  • $24.71 Cap: $16.26B
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Q: BEP : I just invested in my RRSP ,with 5% a loss in one day,(the stock dropped already 10% in a few days) ,how to explain such a trend for this large and well positioned Cie,are the investment + dividend safe?

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Read Answer Asked by Jean-Yves on August 02, 2023

• Johnson & Johnson (JNJ $172.78)
  • $172.78 P/E (TTM): 18.59X Cap: $416.11B
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• Eli Lilly and Company (LLY $639.43)
  • $639.43 P/E (TTM): 51.69X Cap: $605.19B
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• Merck & Company Inc. (MRK $80.30)
  • $80.30 P/E (TTM): 11.66X Cap: $200.57B
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Q: One gets weary of the seemingly endless legal battles that JNJ continues to suffer. I have held on to shares assuming all sides would surely give in to battle-fatigue. My assumption looks wrong, especially after yet another defeat by JNJ on Friday July 28. Worth holding or move on? As always, your opinion backed by your own reasoning would be much appreciated. If you think best trim or sell, what dividend payer in health care would you favor today (US only).

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Read Answer Asked by Adam on August 02, 2023

• Decisive Dividend Corporation (DE $8.11)
  • $8.11 P/E (TTM): 63.78X Cap: $160M
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Q: Hi Guys,

Please provide additional information on Decisive Dividend corp, would it be on your radar for one of your portfolios.

thanks

Jim

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Read Answer Asked by jim on August 02, 2023

• CAVA Group Inc. (CAVA $84.50)
  • $84.50 P/E (TTM): 68.58X Cap: $9.77B
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Q: What are your thoughts on CAVA after its fairly recent IPO?

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Read Answer Asked by Dave on August 02, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.26)
  • $132.26 P/E (TTM): 19.34X Cap: $1.57B
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Q: Your comments please on HPS.A earnings. Based on the results, would you see continued upside for the shares.

Thanks

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Read Answer Asked by Greg on August 02, 2023

• Kforce Inc. (KFRC $32.00)
  • $32.00 P/E (TTM): 12.98X Cap: $604M
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Q: May you please comment on their quarter?
Would you hang on or move on?
Im sitting on a 20% loss in a registered account?
Thank you

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Read Answer Asked by Amir on August 02, 2023

• Canadian Pacific Kansas City Limited (CP $103.28)
  • $103.28 P/E (TTM): 22.87X Cap: $96.09B
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• Reliance Inc. (RS $286.51)
  • $286.51 P/E (TTM): 20.12X Cap: $15.06B
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Q: Please comment on latest earnings reports and your recommendations on these. Thank you.

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Read Answer Asked by D on August 02, 2023