Investment Q&A

• Expedia Group Inc. (EXPE $289.25)
  • $289.25 P/E (TTM): 27.33X Cap: $35.44B
  • View EXPE Profile
  • View Questions on EXPE
• United Rentals Inc. (URI $812.42)
  • $812.42 P/E (TTM): 20.42X Cap: $50.93B
  • View URI Profile
  • View Questions on URI
• Celestica Inc. (CLS $407.37)
  • $407.37 P/E (TTM): 45.82X Cap: $42.91B
  • View CLS Profile
  • View Questions on CLS
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR
• Propel Holdings Inc. (PRL $25.60)
  • $25.60 P/E (TTM): 11.38X Cap: $980M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• D2L Inc. Subordinate Voting Shares (DTOL $14.37)
  • $14.37 P/E (TTM): 18.7X Cap: $773M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL

Q: Hi guys....great service....just wondering if you have 2-3 names on both sides of the border...undervalued and you think are great opportunities for bounceback over the next 6-12 months...

Upvote 26

Read Answer Asked by dan on May 06, 2025

• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR

Q: Can you comment on FOUR's earnings?
Thanks

Upvote 5

Read Answer Asked by sean on April 29, 2025

• Alphabet Inc. (GOOG $308.61)
  • $308.61 P/E (TTM): 29.42X Cap: $3.64T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $572.47)
  • $572.47 P/E (TTM): 73.56X Cap: $202.93B
  • View ISRG Profile
  • View Questions on ISRG
• Booking Holdings Inc. (BKNG $5,393.74)
  • $5,393.74 P/E (TTM): 34.79X Cap: $172.30B
  • View BKNG Profile
  • View Questions on BKNG
• Crocs Inc. (CROX $89.31)
  • $89.31 P/E (TTM): 29.23X Cap: $4.64B
  • View CROX Profile
  • View Questions on CROX
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR
• Celsius Holdings Inc. (CELH $42.80)
  • $42.80 P/E (TTM): 371.18X Cap: $10.74B
  • View CELH Profile
  • View Questions on CELH
• Palantir Technologies Inc. (PLTR $193.38)
  • $193.38 P/E (TTM): 422.12X Cap: $442.58B
  • View PLTR Profile
  • View Questions on PLTR
• Cantaloupe Inc. (CTLP $10.59)
  • $10.59 P/E (TTM): 13.24X Cap: $780M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $10.80)
  • $10.80 Cap: $2.59B
  • View GENI Profile
  • View Questions on GENI
• Cellebrite DI Ltd. (CLBT $19.21)
  • $19.21 Cap: $4.59B
  • View CLBT Profile
  • View Questions on CLBT
• Sportradar Group AG (SRAD $22.86)
  • $22.86 Cap: $6.84B
  • View SRAD Profile
  • View Questions on SRAD
• Nebius Group N.V. (NBIS $89.46)
  • $89.46 Cap: $18.59B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hello Team,

Are you able to rank the above companies in order on which one you would purchase today, looking for great possible return over the next 2-3 year. Plus 2 of your other favourite US stocks.

Thanks

Upvote 21

Read Answer Asked by Kevin on April 28, 2025

• WSP Global Inc. (WSP $245.16)
  • $245.16 P/E (TTM): 36.44X Cap: $32.10B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.13)
  • $164.13 P/E (TTM): 24.26X Cap: $1.89B
  • View HPS.A Profile
  • View Questions on HPS.A
• Axon Enterprise Inc. (AXON $594.20)
  • $594.20 P/E (TTM): 174.38X Cap: $46.88B
  • View AXON Profile
  • View Questions on AXON
• Comfort Systems USA Inc. (FIX $940.74)
  • $940.74 P/E (TTM): 37.43X Cap: $33.18B
  • View FIX Profile
  • View Questions on FIX
• Vertiv Holdings LLC Class A (VRT $159.82)
  • $159.82 P/E (TTM): 56.54X Cap: $59.02B
  • View VRT Profile
  • View Questions on VRT
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR

Q: Please rank from most conviction in a recovery to least conviction. Thank you

Upvote 14

Read Answer Asked by Cheryl on April 16, 2025

• Axon Enterprise Inc. (AXON $594.20)
  • $594.20 P/E (TTM): 174.38X Cap: $46.88B
  • View AXON Profile
  • View Questions on AXON
• Comfort Systems USA Inc. (FIX $940.74)
  • $940.74 P/E (TTM): 37.43X Cap: $33.18B
  • View FIX Profile
  • View Questions on FIX
• Vertiv Holdings LLC Class A (VRT $159.82)
  • $159.82 P/E (TTM): 56.54X Cap: $59.02B
  • View VRT Profile
  • View Questions on VRT
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR

Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX

Upvote 3

Read Answer Asked by Cheryl on April 15, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.13)
  • $164.13 P/E (TTM): 24.26X Cap: $1.89B
  • View HPS.A Profile
  • View Questions on HPS.A
• Global Payments Inc. (GPN $80.85)
  • $80.85 P/E (TTM): 12.5X Cap: $19.44B
  • View GPN Profile
  • View Questions on GPN
• kneat.com inc. (KSI $4.87)
  • $4.87 Cap: $453M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Vitalhub Corp. (VHI $9.24)
  • $9.24 P/E (TTM): 176.27X Cap: $575M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Vertiv Holdings LLC Class A (VRT $159.82)
  • $159.82 P/E (TTM): 56.54X Cap: $59.02B
  • View VRT Profile
  • View Questions on VRT
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR
• Symbotic Inc. (SYM $59.00)
  • $59.00 Cap: $35.29B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $89.46)
  • $89.46 Cap: $18.59B
  • View NBIS Profile
  • View Questions on NBIS

Q: I am looking for tax-loss proxy ideas for the following names: CAN: HPS.A, KSI, VHI. US: NBIS, SYM, FOUR. Thank you!

Upvote 4

Read Answer Asked by Andrew on April 14, 2025

• Construction Partners Inc. (ROAD $109.13)
  • $109.13 P/E (TTM): 59.57X Cap: $6.16B
  • View ROAD Profile
  • View Questions on ROAD
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR
• Cellebrite DI Ltd. (CLBT $19.21)
  • $19.21 Cap: $4.59B
  • View CLBT Profile
  • View Questions on CLBT

Q: During his appearance on BBN in November Peter's top picks were CLBT, ROAD, and FOUR.

These are all down substantially since the show.

Did Peter hold those 3 in his actively managed fund when appearing on BNN? Does he still have any or some of them in his fund today?

Thanks


Sheldon

Upvote 5

Read Answer Asked by Sheldon on April 07, 2025

• Goosehead Insurance Inc. (GSHD $73.45)
  • $73.45 P/E (TTM): 62.28X Cap: $2.70B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR
• Cantaloupe Inc. (CTLP $10.59)
  • $10.59 P/E (TTM): 13.24X Cap: $780M
  • View CTLP Profile
  • View Questions on CTLP
• Symbotic Inc. (SYM $59.00)
  • $59.00 Cap: $35.29B
  • View SYM Profile
  • View Questions on SYM

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

• Goosehead Insurance Inc. (GSHD $73.45)
  • $73.45 P/E (TTM): 62.28X Cap: $2.70B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR
• Cantaloupe Inc. (CTLP $10.59)
  • $10.59 P/E (TTM): 13.24X Cap: $780M
  • View CTLP Profile
  • View Questions on CTLP
• Cellebrite DI Ltd. (CLBT $19.21)
  • $19.21 Cap: $4.59B
  • View CLBT Profile
  • View Questions on CLBT
• Sportradar Group AG (SRAD $22.86)
  • $22.86 Cap: $6.84B
  • View SRAD Profile
  • View Questions on SRAD

Q: What are your top 5 small and mid-cap US stocks currently for growth prospects? Please could you rank in order of preference. Thank you!

Upvote 17

Read Answer Asked by Judith on March 20, 2025

• Intuitive Surgical Inc. (ISRG $572.47)
  • $572.47 P/E (TTM): 73.56X Cap: $202.93B
  • View ISRG Profile
  • View Questions on ISRG
• Crocs Inc. (CROX $89.31)
  • $89.31 P/E (TTM): 29.23X Cap: $4.64B
  • View CROX Profile
  • View Questions on CROX
• Freshworks Inc. (FRSH $12.53)
  • $12.53 Cap: $3.55B
  • View FRSH Profile
  • View Questions on FRSH
• Construction Partners Inc. (ROAD $109.13)
  • $109.13 P/E (TTM): 59.57X Cap: $6.16B
  • View ROAD Profile
  • View Questions on ROAD
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR
• Celsius Holdings Inc. (CELH $42.80)
  • $42.80 P/E (TTM): 371.18X Cap: $10.74B
  • View CELH Profile
  • View Questions on CELH
• Snowflake Inc. (SNOW $222.46)
  • $222.46 Cap: $75.73B
  • View SNOW Profile
  • View Questions on SNOW
• Cantaloupe Inc. (CTLP $10.59)
  • $10.59 P/E (TTM): 13.24X Cap: $780M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $10.80)
  • $10.80 Cap: $2.59B
  • View GENI Profile
  • View Questions on GENI
• SoFi Technologies Inc. (SOFI $27.24)
  • $27.24 P/E (TTM): 45.12X Cap: $33.10B
  • View SOFI Profile
  • View Questions on SOFI
• Cellebrite DI Ltd. (CLBT $19.21)
  • $19.21 Cap: $4.59B
  • View CLBT Profile
  • View Questions on CLBT
• ReposiTrak Inc. (TRAK $13.00)
  • $13.00 P/E (TTM): 36.81X Cap: $239M
  • View TRAK Profile
  • View Questions on TRAK
• Nebius Group N.V. (NBIS $89.46)
  • $89.46 Cap: $18.59B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hello Team,

Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.

Upvote 10

Read Answer Asked by Kevin on March 20, 2025

• Goosehead Insurance Inc. (GSHD $73.45)
  • $73.45 P/E (TTM): 62.28X Cap: $2.70B
  • View GSHD Profile
  • View Questions on GSHD
• Freshworks Inc. (FRSH $12.53)
  • $12.53 Cap: $3.55B
  • View FRSH Profile
  • View Questions on FRSH
• Strategy Inc (MSTR $164.82)
  • $164.82 P/E (TTM): 14.67X Cap: $45.47B
  • View MSTR Profile
  • View Questions on MSTR
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $193.38)
  • $193.38 P/E (TTM): 422.12X Cap: $442.58B
  • View PLTR Profile
  • View Questions on PLTR
• Snowflake Inc. (SNOW $222.46)
  • $222.46 Cap: $75.73B
  • View SNOW Profile
  • View Questions on SNOW
• Applovin Corporation (APP $721.37)
  • $721.37 P/E (TTM): 79.72X Cap: $234.66B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.59)
  • $10.59 P/E (TTM): 13.24X Cap: $780M
  • View CTLP Profile
  • View Questions on CTLP
• Cellebrite DI Ltd. (CLBT $19.21)
  • $19.21 Cap: $4.59B
  • View CLBT Profile
  • View Questions on CLBT
• Symbotic Inc. (SYM $59.00)
  • $59.00 Cap: $35.29B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $89.46)
  • $89.46 Cap: $18.59B
  • View NBIS Profile
  • View Questions on NBIS
• UFP Technologies Inc. (UFPT $229.40)
  • $229.40 P/E (TTM): 26.04X Cap: $1.67B
  • View UFPT Profile
  • View Questions on UFPT

Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP

Upvote 12

Read Answer Asked by Andrew on March 17, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.13)
  • $164.13 P/E (TTM): 24.26X Cap: $1.89B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $4.87)
  • $4.87 Cap: $453M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Valhi Inc. (VHI $11.88)
  • $11.88 P/E (TTM): 19.15X Cap: $352M
  • View VHI Profile
  • View Questions on VHI
• Datadog Inc. (DDOG $140.39)
  • $140.39 P/E (TTM): 435.38X Cap: $49.23B
  • View DDOG Profile
  • View Questions on DDOG
• Docebo Inc. (DCBO $30.23)
  • $30.23 P/E (TTM): 29.01X Cap: $871M
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $193.38)
  • $193.38 P/E (TTM): 422.12X Cap: $442.58B
  • View PLTR Profile
  • View Questions on PLTR
• Cellebrite DI Ltd. (CLBT $19.21)
  • $19.21 Cap: $4.59B
  • View CLBT Profile
  • View Questions on CLBT
• Symbotic Inc. (SYM $59.00)
  • $59.00 Cap: $35.29B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $89.46)
  • $89.46 Cap: $18.59B
  • View NBIS Profile
  • View Questions on NBIS
• DeFi Technologies Inc. (DEFI)
  • View DEFI Profile
  • View Questions on DEFI

Q: Hello,
I'm looking for some tax-loss proxy ideas for the following names:

CAN: DEFI, DCBO, HPS.A, KSI, VHI
US: CLBT, NBIS, PLTR, SYM, FOUR

Thank you!

Upvote 4

Read Answer Asked by Andrew on March 10, 2025

• NVIDIA Corporation (NVDA $180.99)
  • $180.99 P/E (TTM): 42.42X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA
• Salesforce Inc. (CRM $259.91)
  • $259.91 P/E (TTM): 34.46X Cap: $241.60B
  • View CRM Profile
  • View Questions on CRM
• Constellation Software Inc. (CSU $3,375.08)
  • $3,375.08 P/E (TTM): 76.7X Cap: $71.52B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $407.37)
  • $407.37 P/E (TTM): 45.82X Cap: $42.91B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.80)
  • $233.80 P/E (TTM): 142.22X Cap: $299.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Palo Alto Networks Inc. (PANW $186.88)
  • $186.88 P/E (TTM): 116.1X Cap: $130.25B
  • View PANW Profile
  • View Questions on PANW
• CrowdStrike Holdings Inc. (CRWD $481.28)
  • $481.28 Cap: $120.31B
  • View CRWD Profile
  • View Questions on CRWD
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR
• Applovin Corporation (APP $721.37)
  • $721.37 P/E (TTM): 79.72X Cap: $234.66B
  • View APP Profile
  • View Questions on APP
• Cellebrite DI Ltd. (CLBT $19.21)
  • $19.21 Cap: $4.59B
  • View CLBT Profile
  • View Questions on CLBT
• Lumine Group Inc. (LMN $27.08)
  • $27.08 P/E (TTM): 100.56X Cap: $6.74B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you

Upvote 15

Read Answer Asked by Neil on February 27, 2025

• Freshworks Inc. (FRSH $12.53)
  • $12.53 Cap: $3.55B
  • View FRSH Profile
  • View Questions on FRSH
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR
• Cantaloupe Inc. (CTLP $10.59)
  • $10.59 P/E (TTM): 13.24X Cap: $780M
  • View CTLP Profile
  • View Questions on CTLP
• Cellebrite DI Ltd. (CLBT $19.21)
  • $19.21 Cap: $4.59B
  • View CLBT Profile
  • View Questions on CLBT
• Sportradar Group AG (SRAD $22.86)
  • $22.86 Cap: $6.84B
  • View SRAD Profile
  • View Questions on SRAD

Q: Small/Mid cap stocks have been down in recent weeks, some down significantly.

What would be your top 5 Small/Mid cap Canadian and US Stocks in today’s market?

Thank you
Tim

Upvote 15

Read Answer Asked by Timothy on February 26, 2025

• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR

Q: Hi,
Any thoughts on market reaction to earnings(seemed ok to me), CEO leaving, or recent purchase?
Cheers, Chris

Upvote 5

Read Answer Asked by Christopher on February 20, 2025

• Zedcor Inc. (ZDC $5.83)
  • $5.83 P/E (TTM): 407.14X Cap: $611M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $4.87)
  • $4.87 Cap: $453M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Vitalhub Corp. (VHI $9.24)
  • $9.24 P/E (TTM): 176.27X Cap: $575M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Freshworks Inc. (FRSH $12.53)
  • $12.53 Cap: $3.55B
  • View FRSH Profile
  • View Questions on FRSH
• Galaxy Digital Inc. Class A common stock (GLXY $33.24)
  • $33.24 Cap: $12.98B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Docebo Inc. (DCBO $30.23)
  • $30.23 P/E (TTM): 29.01X Cap: $871M
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR
• Cantaloupe Inc. (CTLP $10.59)
  • $10.59 P/E (TTM): 13.24X Cap: $780M
  • View CTLP Profile
  • View Questions on CTLP
• SoFi Technologies Inc. (SOFI $27.24)
  • $27.24 P/E (TTM): 45.12X Cap: $33.10B
  • View SOFI Profile
  • View Questions on SOFI
• D2L Inc. Subordinate Voting Shares (DTOL $14.37)
  • $14.37 P/E (TTM): 18.7X Cap: $773M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• ReposiTrak Inc. (TRAK $13.00)
  • $13.00 P/E (TTM): 36.81X Cap: $239M
  • View TRAK Profile
  • View Questions on TRAK
• Nebius Group N.V. (NBIS $89.46)
  • $89.46 Cap: $18.59B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hello Team,

I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks

Upvote 17

Read Answer Asked by Kevin on February 19, 2025

• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR

Q: If you didn’t own FOUR now would you be a buyer?

Upvote 6

Read Answer Asked by sean on February 19, 2025

• Intuitive Surgical Inc. (ISRG $572.47)
  • $572.47 P/E (TTM): 73.56X Cap: $202.93B
  • View ISRG Profile
  • View Questions on ISRG
• Celestica Inc. (CLS $407.37)
  • $407.37 P/E (TTM): 45.82X Cap: $42.91B
  • View CLS Profile
  • View Questions on CLS
• Axon Enterprise Inc. (AXON $594.20)
  • $594.20 P/E (TTM): 174.38X Cap: $46.88B
  • View AXON Profile
  • View Questions on AXON
• Comfort Systems USA Inc. (FIX $940.74)
  • $940.74 P/E (TTM): 37.43X Cap: $33.18B
  • View FIX Profile
  • View Questions on FIX
• Construction Partners Inc. (ROAD $109.13)
  • $109.13 P/E (TTM): 59.57X Cap: $6.16B
  • View ROAD Profile
  • View Questions on ROAD
• Berkshire Hathaway Inc. (BRK.B $494.53)
  • $494.53 P/E (TTM): 17.28X Cap: $1.08T
  • View BRK.B Profile
  • View Questions on BRK.B
• Vertiv Holdings LLC Class A (VRT $159.82)
  • $159.82 P/E (TTM): 56.54X Cap: $59.02B
  • View VRT Profile
  • View Questions on VRT
• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR
• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 89.2X Cap: $138.58B
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Q: Please rate the following stocks to purchase today for a long term hold.

Upvote 23

Read Answer Asked by Ben on February 18, 2025

• Goosehead Insurance Inc. (GSHD $73.45)
  • $73.45 P/E (TTM): 62.28X Cap: $2.70B
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• Freshworks Inc. (FRSH $12.53)
  • $12.53 Cap: $3.55B
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• Construction Partners Inc. (ROAD $109.13)
  • $109.13 P/E (TTM): 59.57X Cap: $6.16B
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• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
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• Cantaloupe Inc. (CTLP $10.59)
  • $10.59 P/E (TTM): 13.24X Cap: $780M
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• SoFi Technologies Inc. (SOFI $27.24)
  • $27.24 P/E (TTM): 45.12X Cap: $33.10B
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• Cellebrite DI Ltd. (CLBT $19.21)
  • $19.21 Cap: $4.59B
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• ReposiTrak Inc. (TRAK $13.00)
  • $13.00 P/E (TTM): 36.81X Cap: $239M
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• Nebius Group N.V. (NBIS $89.46)
  • $89.46 Cap: $18.59B
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Q: Can you provide a short list of small or mid cap US stocks that you would recommend?

Upvote 17

Read Answer Asked by Jim on February 12, 2025

• Datadog Inc. (DDOG $140.39)
  • $140.39 P/E (TTM): 435.38X Cap: $49.23B
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• Shift4 Payments Inc. Class A (FOUR $64.07)
  • $64.07 P/E (TTM): 30.3X Cap: $5.70B
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• Snowflake Inc. (SNOW $222.46)
  • $222.46 Cap: $75.73B
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• Robinhood Markets Inc. (HOOD $121.35)
  • $121.35 P/E (TTM): 48.25X Cap: $105.34B
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• Cellebrite DI Ltd. (CLBT $19.21)
  • $19.21 Cap: $4.59B
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• Nebius Group N.V. (NBIS $89.46)
  • $89.46 Cap: $18.59B
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• Block Inc. Class A (XYZ $65.33)
  • $65.33 P/E (TTM): 12.85X Cap: $39.12B
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Q: I've held XYZ in a reg account for a while now awaiting a recovery (down 50%) that never seems to take hold. I have to imagine there are much better opportunities, particularly in the US tech space. What would be some suggestions for replacement I could explore. I've had my eye on FOUR for a while, thoughts on this one as well would be very much appreciated. Thanks so much.

Upvote 8

Read Answer Asked by Tony on February 10, 2025