Investment Q&A

• Amazon.com Inc. (AMZN $201.15)
  • $201.15 P/E (TTM): 27.73X Cap: $2.15T
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• Alphabet Inc. (GOOG $302.82)
  • $302.82 P/E (TTM): 28.31X Cap: $3.69T
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• Enghouse Systems Limited (ENGH $17.03)
  • $17.03 P/E (TTM): 12.98X Cap: $930M
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• Insight Enterprises Inc. (NSIT $83.00)
  • $83.00 P/E (TTM): 17.12X Cap: $2.62B
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• SPS Commerce Inc. (SPSC $60.06)
  • $60.06 P/E (TTM): 27.77X Cap: $2.26B
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Q: Bought Eng at $64 some 3 years ago,It basically traded in a range of $28 to $38 the past year.Saw u answer on Feb 8.Please provide some replaements besides those mentioned on Feb 8,How about Goog or Amzn? Txs for u usual great services & views

Upvote 6

Read Answer Asked by Peter on February 16, 2024

• Strategy Inc (MSTR $128.67)
  • $128.67 P/E (TTM): 6.35X Cap: $36.97B
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Q: Can you please give your opinion on Microstrategies recent quarter and your overall analysis of the company as a bitcoin investment. Stock down 6 % today. Thanks for your help.

Upvote 1

Read Answer Asked by Ian on February 16, 2024

• The Trade Desk Inc. (TTD $25.26)
  • $25.26 P/E (TTM): 29.67X Cap: $12.48B
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Q: Hi 5i,

Can I have your thoughts on TTD. Have held for a long time and haven't thought about it much. Still a hold and forget?

TIA

Upvote 5

Read Answer Asked by Wayne on February 16, 2024

• Super Micro Computer Inc. (SMCI $30.11)
  • $30.11 P/E (TTM): 22.46X Cap: $18.29B
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Q: Super Micro rise definitely “Super” lately.
Do you continue to consider it reasonably priced?
Euphoria or fundamentally sound?
Thank you

Upvote 8

Read Answer Asked by Trevor on February 16, 2024

• NVIDIA Corporation (NVDA $184.97)
  • $184.97 P/E (TTM): 45.36X Cap: $4.49T
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• ASML Holding N.V. (ASML $1,419.78)
  • $1,419.78 P/E (TTM): 61.56X Cap: $558.37B
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Q: I know you continue to like Nvidia and other Semiconductor names, but don't you think the SemiConductor space is getting a bit Pricey. Given that this space is considered somewhat cyclical, would you wait for some of these stocks to cool down or would you buy Nvidia for example, based on continued momentum.

Thanks
Tim

Upvote 17

Read Answer Asked by Timothy on February 16, 2024

• American Well Corporation Class A (AMWL $5.53)
  • $5.53 Cap: $91M
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Q: Thoughts on their earnings?

Upvote 2

Read Answer Asked by Cory on February 16, 2024

• Palantir Technologies Inc. (PLTR $133.02)
  • $133.02 P/E (TTM): 312.88X Cap: $313.20B
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Q: Can you comment on Palantir's stock-based compensation levels. This seems to be growing at about 15% annually, and it was over a billion dollars last year, for a company whose revenue is just over $2 billion annually. Is this too high and will this impact earnings meaningfully over the next 5 years? Thanks.

Upvote 4

Read Answer Asked by Michael on February 16, 2024

• Meta Platforms Inc. (META $639.29)
  • $639.29 P/E (TTM): 27.24X Cap: $1.61T
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• Microsoft Corporation (MSFT $396.86)
  • $396.86 P/E (TTM): 25.1X Cap: $2.94T
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Q: META or MSFT, which will provide the most stock price appreciation for a 3 year hold?? Please provide a brief explanation. Thanks

Upvote 6

Read Answer Asked by Greg on February 16, 2024

• NVIDIA Corporation (NVDA $184.97)
  • $184.97 P/E (TTM): 45.36X Cap: $4.49T
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Q: How likely is it that NVDA will announced a stock split after releasing Q1 earnings next week?

Upvote 7

Read Answer Asked by Maureen on February 16, 2024

• Lyft Inc. (LYFT $13.30)
  • $13.30 P/E (TTM): 1.92X Cap: $5.28B
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• Uber Technologies Inc. (UBER $70.53)
  • $70.53 P/E (TTM): 9.0X Cap: $145.42B
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Q: UBER has been a strong performer. Is LYFT next? Thoughts on the quarter and it's potential?

thx, M

Upvote 2

Read Answer Asked by Mark on February 15, 2024

• Hewlett Packard Enterprise Company (HPE $21.97)
  • $21.97 Cap: $29.27B
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• Super Micro Computer Inc. (SMCI $30.11)
  • $30.11 P/E (TTM): 22.46X Cap: $18.29B
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• Dell Technologies Inc. Class C (DELL $116.09)
  • $116.09 P/E (TTM): 15.34X Cap: $77.85B
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• Vertiv Holdings LLC Class A (VRT $243.53)
  • $243.53 P/E (TTM): 88.5X Cap: $89.66B
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Q: Is now a decent time to purchase VRT or should I wait for a potential pullback/consolidation? Are there other similar companies to VRT?
Thanks

Upvote 3

Read Answer Asked by Ben on February 15, 2024

• NVIDIA Corporation (NVDA $184.97)
  • $184.97 P/E (TTM): 45.36X Cap: $4.49T
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Q: In a recent answer you said 10% would be your max weight for nvda. If you were now at 10% would you trim prior to earnings on Feb 21? Taxes not an issue. Thanks.

Upvote 9

Read Answer Asked by William on February 15, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.41)
  • $12.41 Cap: $1.68B
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Q: What is your view on the change in leadership at Lightspeed and why the interim appointment of Dasilva? Thanks.

Upvote 9

Read Answer Asked by Gerry on February 15, 2024

• HubSpot Inc. (HUBS $247.31)
  • $247.31 Cap: $12.86B
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• MongoDB Inc. (MDB $354.36)
  • $354.36 Cap: $28.84B
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• Datadog Inc. (DDOG $122.56)
  • $122.56 P/E (TTM): 391.25X Cap: $44.14B
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• Palantir Technologies Inc. (PLTR $133.02)
  • $133.02 P/E (TTM): 312.88X Cap: $313.20B
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• Snowflake Inc. (SNOW $177.10)
  • $177.10 Cap: $62.37B
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Q: These four companies are all AI-predominant companies, all are growing revenues at about 20% per year or so, have similar market caps, and are coming into profitability for the first time either last year or next.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.

Upvote 13

Read Answer Asked by Michael on February 15, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.41)
  • $12.41 Cap: $1.68B
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Q: Hi,

When you say LSPD is trading at a premium valuation, what parameters are you refering to ? What in your mind would be a more reasonable price ?

Thanks

Upvote 7

Read Answer Asked by Guy on February 15, 2024

• Advanced Micro Devices Inc. (AMD $203.08)
  • $203.08 P/E (TTM): 102.13X Cap: $330.62B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $364.20)
  • $364.20 P/E (TTM): 51.45X Cap: $1.90T
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Q: I’m trimming Nvidia and Apple because they’re overweight and would like to choose either TSM or AMD to add to my portfolio.
Thoughts?

Upvote 7

Read Answer Asked by Dennis on February 15, 2024

• Amazon.com Inc. (AMZN $201.15)
  • $201.15 P/E (TTM): 27.73X Cap: $2.15T
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Q: How would you interpret Jeff Bezos recently offloading almost half of his shares of Amazon?

Upvote 3

Read Answer Asked by Irek on February 15, 2024

• TE Connectivity plc (TEL $235.90)
  • $235.90 P/E (TTM): 34.03X Cap: $69.22B
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Q: Hello Team,
Which of these two would you prefer and why.
Thank You,
Barry

Upvote 3

Read Answer Asked by Barry on February 15, 2024

• Dye & Durham Limited (DND $3.56)
  • $3.56 Cap: $250M
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Q: Hi 5i
How were DND earnings and how do you view the current outlook/share price....Current share holder , outlook is 1 to 2 years , does it have any legs left?

Thx

Upvote 1

Read Answer Asked by jim on February 14, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $29.09)
  • $29.09 Cap: $11.51B
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• Coinbase Global Inc (COIN $166.02)
  • $166.02 P/E (TTM): 36.93X Cap: $43.84B
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Q: What are the leading blockchain ETFs or companies? I'm more interested in focusing on the blockchain technology and blockchain applications used by numerous industries (financial, shipping, government, etc.) rather than focusing on any specific cryptocurrency like Bitcoin. Thanks.

Upvote 7

Read Answer Asked by Ed on February 14, 2024