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Meta Platforms Inc. (META $674.72)
- $674.72 P/E (TTM): 28.56X Cap: $1.69T
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Meta Platforms Inc. (META $674.72)
- $674.72 P/E (TTM): 28.56X Cap: $1.69T
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Constellation Software Inc. (CSU $2,651.50)
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Aritzia Inc. Subordinate Voting Shares (ATZ $139.82)
- $139.82 Cap: $15.92B
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Q: Hi to all. For a GARP long-term investor, what are your recommendations today, 5 can securities & 5 US stock exchanges securities.
Please no defense titles. Thank you
Please no defense titles. Thank you
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Meta Platforms Inc. (META $674.72)
- $674.72 P/E (TTM): 28.56X Cap: $1.69T
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Nebius Group N.V. (NBIS $156.14)
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CoreWeave Inc. (CRWV $122.54)
- $122.54 Cap: $60.53B
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Q: Can you explain why Nbis was up 29% in last 5 trading days?
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Meta Platforms Inc. (META $674.72)
- $674.72 P/E (TTM): 28.56X Cap: $1.69T
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Alphabet Inc. (GOOG $337.73)
- $337.73 P/E (TTM): 31.03X Cap: $4.01T
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Microsoft Corporation (MSFT $432.92)
- $432.92 P/E (TTM): 26.15X Cap: $3.14T
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NVIDIA Corporation (NVDA $202.50)
- $202.50 P/E (TTM): 41.24X Cap: $4.85T
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Q: Hi,
Further to my question - which mega cap will be a good addition to this group of RESP?
Thanks again.
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Q: My kids RESP currently hold CSU, SHOP, SIS, ATZ, XIC, BN, PNG, VTI. CSU was purchased at $3,250 and SHOP at $210. Is it wise to average down now or is there another one or two that will be good to add to this mix?
Thank you!
5i Research Answer:
We think it is a good mix of companies. Maybe adding one or two of the mega caps could make sense but overall we would be fine with picking away at these names after recent market weakness.
Further to my question - which mega cap will be a good addition to this group of RESP?
Thanks again.
-------
Q: My kids RESP currently hold CSU, SHOP, SIS, ATZ, XIC, BN, PNG, VTI. CSU was purchased at $3,250 and SHOP at $210. Is it wise to average down now or is there another one or two that will be good to add to this mix?
Thank you!
5i Research Answer:
We think it is a good mix of companies. Maybe adding one or two of the mega caps could make sense but overall we would be fine with picking away at these names after recent market weakness.
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