Q: Can you give a current comment on your favourite name between CPRT and ODFL.Thank you
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi - nothing recent asked about this company. What would be your current thoughts on this name as a potential buy opportunity?
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Adobe Inc. (ADBE $354.06)
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Alphabet Inc. (GOOG $239.94)
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Intuit Inc. (INTU $670.89)
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Microsoft Corporation (MSFT $498.41)
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Constellation Software Inc. (CSU $4,582.11)
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Descartes Systems Group Inc. (The) (DSG $148.22)
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TMX Group Limited (X $54.18)
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Thomson Reuters Corporation (TRI $243.34)
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Copart Inc. (CPRT $48.07)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.76)
Q: What would be the 5 Canadian & 5 US stocks that have the biggest moats at this time? Thanks
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NVIDIA Corporation (NVDA $170.76)
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Constellation Software Inc. (CSU $4,582.11)
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The Trade Desk Inc. (TTD $52.40)
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Copart Inc. (CPRT $48.07)
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Old Dominion Freight Line Inc. (ODFL $148.22)
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Heico Corporation (HEI $316.41)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.76)
Q: Hi,
Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?
Thank you,
Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?
Thank you,
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Amazon.com Inc. (AMZN $238.24)
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Costco Wholesale Corporation (COST $979.25)
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Alphabet Inc. (GOOG $239.94)
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Microsoft Corporation (MSFT $498.41)
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NVIDIA Corporation (NVDA $170.76)
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PepsiCo Inc. (PEP $143.10)
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Vanguard S&P 500 Index ETF (VFV $160.39)
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Vanguard S&P 500 ETF (VOO $597.95)
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INVESCO QQQ Trust (QQQ $580.51)
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Copart Inc. (CPRT $48.07)
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Hilton Worldwide Holdings Inc. (HLT $274.97)
Q: What are your top 4-5 picks (stocks or ETFs) for an RRSP with a 15-20 year horizon?
Thanks,
Thanks,
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Adobe Inc. (ADBE $354.06)
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Alphabet Inc. (GOOG $239.94)
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Intuit Inc. (INTU $670.89)
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Deere & Company (DE $475.60)
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Rockwell Automation Inc. (ROK $342.95)
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United Rentals Inc. (URI $945.33)
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ServiceNow Inc. (NOW $933.67)
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The Trade Desk Inc. (TTD $52.40)
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Copart Inc. (CPRT $48.07)
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Crocs Inc. (CROX $83.28)
Q: Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech? - this was asked and you said the list would longer if it was asked the other way around, can I have the list of this question asked the other way around?
Q: Hi,
Copart is splitting 2-1 . I would like to buy in should I wait after the split? Thanks
Alnoor
Copart is splitting 2-1 . I would like to buy in should I wait after the split? Thanks
Alnoor
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Adobe Inc. (ADBE $354.06)
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Intuit Inc. (INTU $670.89)
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Constellation Software Inc. (CSU $4,582.11)
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Aritzia Inc. Subordinate Voting Shares (ATZ $84.29)
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Copart Inc. (CPRT $48.07)
Q: Iam McGugan's G&M article on factor based investing mentioned quality based stocks. Can you name a few in Canada and the US and how would you filter for these types of stocks in a search?
Much thanks
Mark
Much thanks
Mark
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BRP Inc. Subordinate Voting Shares (DOO $90.43)
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EQB Inc. (EQB $92.90)
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Copart Inc. (CPRT $48.07)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.76)
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Lumine Group Inc. (LMN $48.65)
Q: The top spots on my watchlist contains the following names (Adyen doesn't come up in your search so it won't show in the company box above. Would you rank in which order you would add to or start a position in these names based on our current situation. The companies are ADYEN, DOO, EQB, LUMINE, BN, NVEI, Copart. Thx
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Adobe Inc. (ADBE $354.06)
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Intuit Inc. (INTU $670.89)
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Constellation Software Inc. (CSU $4,582.11)
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Aritzia Inc. Subordinate Voting Shares (ATZ $84.29)
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Copart Inc. (CPRT $48.07)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $77.82)
Q: please list 3 Canadian companies and 3 US companies with moats also show their forward P/E versus their historical P/E. in your list please exclude V. MA. and CP and CNR. thanks Richard
Q: If you could invest some money in one of these three companies (TSLA, CPRT, CROX), which one would you prefer? Also, could you rank the three, strongest to weakest please? Thanks and enjoyed the webinar this week.
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Adobe Inc. (ADBE $354.06)
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Intuit Inc. (INTU $670.89)
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Copart Inc. (CPRT $48.07)
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Hilton Worldwide Holdings Inc. (HLT $274.97)
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Old Dominion Freight Line Inc. (ODFL $148.22)
Q: I am 100% equity in Canada and mostly ETFs in USA....My plan is to stay that way but I am thinking to try and beat the average in the USA by adding a few individual USA stocks. Can you suggest a few NON-MAMAA stocks that you would consider as good to outperform the broad market in the USA. I have a very diversified and balanced portfolio so have no restrictions in terms of asset class. Not looking for a hot growth stock, but more of a buy and almost forget return booster for my USA investments.
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Apple Inc. (AAPL $234.35)
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Domino's Pizza Inc (DPZ $458.97)
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Copart Inc. (CPRT $48.07)
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Hilton Worldwide Holdings Inc. (HLT $274.97)
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Berkshire Hathaway Inc. (BRK.B $492.72)
Q: I recently heard a podcast which said that buybacks generally benefit insiders and were actually illegal prior to the Clinton administration. I do notice myself that the stock price does not seem to rise much on the announcement of big buybacks and that companies seem to do it when the price is higher rather than times like these when it would seem most worthwhile.
What is your take on this?
What is your take on this?
Q: Hi, can you explain what is going on at CPRT. It appears they did a 2 for 1 split this morning but there was no warning of this to my knowledge and we were not asked to vote on it. Also why does it show that the share count went up by 4X while the share price was cut in half (as you would expect in a 2 for 1 split). The 4X shares makes no sense to me. Why would they do a surprise split now?
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MKS Inc. (MKSI $108.29)
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Copart Inc. (CPRT $48.07)
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CarGurus Inc. (CARG $35.83)
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MEDIFAST INC (MED $13.80)
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Ultra Clean Holdings Inc. (UCTT $24.50)
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Digital Turbine Inc. (APPS $4.57)
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eXp World Holdings Inc. (EXPI $11.08)
Q: With the chaos in the US market in Q1 2022, im considering adding some quality growth names to my portfolio. Which US growth names do you think are attractively valued in the current market environment?
Q: This was one you had liked in the past, and certainly with tightness continuing with chips, and therefore reduced new automobile supply, this used car auctioneer I thought would have held up better in these volatile markets. Are you still as keen on this one, or would you use this holding as a source of funds for other ideas. Essentially, is it a 'soft' hold at this point?
Thank you as always...
Thank you as always...
Q: Can you compare these two? I just entered an initial position in CPRT. Which do you prefer for long term capital appreciation for an agressive investor. Would a position in CVNA be complementary to CPRT?
Thank you.
Thank you.
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Alphabet Inc. (GOOG $239.94)
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Intuit Inc. (INTU $670.89)
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NVIDIA Corporation (NVDA $170.76)
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Descartes Systems Group Inc. (The) (DSG $148.22)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.83)
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Trisura Group Ltd. (TSU $39.63)
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Copart Inc. (CPRT $48.07)
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Pure Storage Inc. Class A (PSTG $79.21)
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Converge Technology Solutions Corp. (CTS $5.99)
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EPAM Systems Inc. (EPAM $165.02)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.80)
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Celsius Holdings Inc. (CELH $56.04)
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eXp World Holdings Inc. (EXPI $11.08)
Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...
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Alphabet Inc. (GOOG $239.94)
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Intuit Inc. (INTU $670.89)
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NVIDIA Corporation (NVDA $170.76)
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iShares Russell 2000 Growth ETF (IWO $310.82)
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Copart Inc. (CPRT $48.07)
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DexCom Inc. (DXCM $78.40)
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MEDIFAST INC (MED $13.80)
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CrowdStrike Holdings Inc. (CRWD $423.51)
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Digital Turbine Inc. (APPS $4.57)
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Celsius Holdings Inc. (CELH $56.04)
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Unity Software Inc. (U $45.50)
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eXp World Holdings Inc. (EXPI $11.08)
Q: Hi thank you for all that you do.
I would appreciate your thoughts on a top ten list for growth plays in the US for an RRSP. (1 ETF) Time horizon is on my side as I’m a younger investor, and a dividend is not important.
Also, can you please provide a grade for each stock chosen? Ex A -E as shown in the Report section.
Would this list be any different in a TFSA? If so, why?
Thank you and please deduct points as necessary.
Nick
I would appreciate your thoughts on a top ten list for growth plays in the US for an RRSP. (1 ETF) Time horizon is on my side as I’m a younger investor, and a dividend is not important.
Also, can you please provide a grade for each stock chosen? Ex A -E as shown in the Report section.
Would this list be any different in a TFSA? If so, why?
Thank you and please deduct points as necessary.
Nick
Q: Could I get your comments on CPRT quarterly results last night