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Analog Devices Inc. (ADI $244.68)
- $244.68 Fwd P/E: 66.98X Cap: $121.41B
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Analog Devices Inc. (ADI $244.68)
- $244.68 Fwd P/E: 66.98X Cap: $121.41B
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Amphenol Corporation (APH $98.76)
- $98.76 Fwd P/E: 47.72X Cap: $119.46B
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Tellza Inc. (TEL $0.81)
- $0.81 Fwd P/E: 16.07X Cap: $8M
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Q: Sensor stocks - what is your assessment in this area, which stock(s) do you like in this sub-sector and how do they stack up investment-wise against your favorites. In other words, is there anything here worth pursuing?
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Analog Devices Inc. (ADI $244.68)
- $244.68 Fwd P/E: 66.98X Cap: $121.41B
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Ulta Beauty Inc. (ULTA $476.84)
- $476.84 Fwd P/E: 18.62X Cap: $21.43B
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Crocs Inc. (CROX $103.75)
- $103.75 Fwd P/E: 6.49X Cap: $5.93B
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LPL Financial Holdings Inc. (LPLA $371.97)
- $371.97 Fwd P/E: 26.29X Cap: $29.74B
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Heico Corporation (HEI $314.81)
- $314.81 Fwd P/E: 72.8X Cap: $43.34B
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Interactive Brokers Group Inc. (IBKR $58.60)
- $58.60 Fwd P/E: 32.53X Cap: $99.59B
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Celsius Holdings Inc. (CELH $45.09)
- $45.09 Fwd P/E: 136.91X Cap: $11.64B
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Duolingo Inc. (DUOL $370.82)
- $370.82 Fwd P/E: 187.41X Cap: $17.76B
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Q: I was interested in your reply to Ronnie today (14th) on U.S. growth suggestions. As individual securities you suggested IBKR, LPLA, CELH, CROX, DUOL. If I was to add HEI, ADI and ULTA to that list could you rank all 8 for say 5 yr pure growth potential and then re-rank if one was seeking a balance of both growth and safety? Thank you.
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Analog Devices Inc. (ADI $244.68)
- $244.68 Fwd P/E: 66.98X Cap: $121.41B
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NVIDIA Corporation (NVDA $164.92)
- $164.92 Fwd P/E: 52.94X Cap: $4.02T
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Advanced Micro Devices Inc. (AMD $146.42)
- $146.42 Fwd P/E: 105.23X Cap: $237.40B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $230.40)
- $230.40 Fwd P/E: 30.69X Cap: $1.19T
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Q: Hello Peter and team,
Mr. Kim Bolton who has my respect as a guest on BNN, suggested yesterday that one may want to take some profits off NVDA and re-direct the cash to AMD/ADI. Not sure if he said TSM in the same Q&A or added later. I am of course paraphrasing his response. Any opinions on these companies or comments about such a strategy? Do these companies pass your writing covered call approach?
Mr. Kim Bolton who has my respect as a guest on BNN, suggested yesterday that one may want to take some profits off NVDA and re-direct the cash to AMD/ADI. Not sure if he said TSM in the same Q&A or added later. I am of course paraphrasing his response. Any opinions on these companies or comments about such a strategy? Do these companies pass your writing covered call approach?
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