Investment Q&A

• O'Reilly Automotive Inc. (ORLY $94.51)
  • $94.51 P/E (TTM): 32.63X Cap: $80.88B
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• AutoZone Inc. (AZO $3,500.99)
  • $3,500.99 P/E (TTM): 31.23X Cap: $59.21B
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• Genuine Parts Company (GPC $104.30)
  • $104.30 P/E (TTM): 238.61X Cap: $14.44B
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Q: can I get your thoughts on GPC ? Is it worth buying or is there something better for the sector ?

Upvote 1

Read Answer Asked by ric on June 27, 2025

• BigBear.ai Inc. (BBAI $4.18)
  • $4.18 Cap: $1.82B
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Q: What are your thoughts on BBAI. Is it buy or hold

If you have a $750k portfolio and want to add stocks under 5 and would you use percentage or dollar value of total portfolio.

Thanks for the great service

Upvote 2

Read Answer Asked by Hector on June 27, 2025

Q: PCT Can you give me your opinion on PCT (on nasdaq) now and going forward

Upvote 2

Read Answer Asked by arnold on June 27, 2025

• Cellebrite DI Ltd. (CLBT $13.54)
  • $13.54 Cap: $3.33B
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Q: Have you lost some confidence in CLBT? I noticed you stated that you’ve been disappointed in the company in some Q&A’s. Would you hold it or sell for another stock? If selling, what would you replace it with?
Thanks

Upvote 4

Read Answer Asked by Ben on June 27, 2025

• QuantumScape Corporation (QS $7.21)
  • $7.21 Cap: $4.46B
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Q: QS's share price is up 17% today. Today they "...announced a major milestone in the scale-up of its production capabilities:..". Not sure if the announcement warrants the share price bump-up. I am finally positive, having bought shares on the way down.
My question...Is the company getting de-risked with this announcement? I ask because I am contemplating buying more shares. My weighting is under 1% currently. Any thoughts you have would be appreciated.
Regards,
Jim

Upvote 2

Read Answer Asked by James on June 27, 2025

Q: CRMZ Thoughts on CreditRiskMonitor.Com Inc on the OTC? I heard they have significant cash per share.

Upvote 2

Read Answer Asked by Craig on June 27, 2025

• Aon plc Class A (Ireland) (AON $312.22)
  • $312.22 P/E (TTM): 18.3X Cap: $69.37B
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• Chubb Limited (CB $325.93)
  • $325.93 P/E (TTM): 12.68X Cap: $126.52B
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• Marsh & McLennan Companies Inc. (MMC)
  • P/E (TTM): 22.33X Cap: $89.60B
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Q: Noticing negative momentum in these names. Is it time to move on? Thank you!

Upvote 1

Read Answer Asked by Neil on June 27, 2025

• Robinhood Markets Inc. (HOOD $77.25)
  • $77.25 P/E (TTM): 36.11X Cap: $66.33B
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• Sportradar Group AG (SRAD $13.07)
  • $13.07 Cap: $4.13B
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• Nebius Group N.V. (NBIS $175.47)
  • $175.47 Cap: $39.22B
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Q: HOOD I don’t own do you still see value at these prices or should I wait for a pull back?
SRAD and NBIS I own but would like to buy more what would be a good entry price?

Upvote 7

Read Answer Asked by Mark on June 27, 2025

• Nike Inc. (NKE $43.42)
  • $43.42 P/E (TTM): 29.4X Cap: $65.75B
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Q: Hi 5i,

Can you comment Nike earnings plz?

Tahnk you

Upvote 2

Read Answer Asked by Francois on June 27, 2025

• Equinix Inc. (EQIX $1,079.85)
  • $1,079.85 P/E (TTM): 78.85X Cap: $107.01B
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Q: What's up with EQIX this morning? Good buy at $715? I can't see anything to cause the dramatic drop.

Upvote 3

Read Answer Asked by Tim on June 26, 2025

• NVIDIA Corporation (NVDA $197.39)
  • $197.39 P/E (TTM): 40.5X Cap: $4.82T
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Q: What do you think about the announcement of the CEO of this company possible selling a large number of shares?

Upvote 4

Read Answer Asked by Margaret on June 26, 2025

• Amazon.com Inc. (AMZN $271.53)
  • $271.53 P/E (TTM): 37.41X Cap: $2.88T
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• Intuitive Surgical Inc. (ISRG $451.14)
  • $451.14 P/E (TTM): 55.62X Cap: $162.12B
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• NVIDIA Corporation (NVDA $197.39)
  • $197.39 P/E (TTM): 40.5X Cap: $4.82T
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• Argan Inc. (AGX $704.60)
  • $704.60 P/E (TTM): 72.1X Cap: $9.80B
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• Carpenter Technology Corporation (CRS $423.37)
  • $423.37 P/E (TTM): 49.87X Cap: $21.33B
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• Robinhood Markets Inc. (HOOD $77.25)
  • $77.25 P/E (TTM): 36.11X Cap: $66.33B
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• Cellebrite DI Ltd. (CLBT $13.54)
  • $13.54 Cap: $3.33B
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Q: Good morning. Thank you for your timely advice to trim AGX & CRS, as a result I have $16K U.S to re-invest.
Do I invest in this newer wave of investors in HOOD or do I choose something in line with the Ai theme?
Unregistered US account, current holdings are: AMZN, AGX, CRS, CLBT, FDD, ISRG, EWJ, JPM, MSFT, NBIS, SRAD, SYK.
Thank you. David

Upvote 5

Read Answer Asked by David on June 26, 2025

• Apple Inc. (AAPL $277.06)
  • $277.06 P/E (TTM): 35.46X Cap: $4.11T
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• Alphabet Inc. (GOOG $380.95)
  • $380.95 P/E (TTM): 35.45X Cap: $4.67T
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• NVIDIA Corporation (NVDA $197.39)
  • $197.39 P/E (TTM): 40.5X Cap: $4.82T
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Q: I've recently come across this ETF on the NEO exchange. It has a collection of US stocks, boasts a 35% annual return, and has an unusually high MER. Could you give me your opinion on it, please? It's not listed on your site.

Upvote 3

Read Answer Asked by John on June 26, 2025

• BMO S&P 500 Index ETF (ZSP $107.40)
  • $107.40 P/E (TTM): 25.58X Cap: $22.44B
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• Global X S&P 500 Index Corporate Class ETF (HXS $101.42)
  • $101.42 Cap: $6.20B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $108.00)
  • $108.00 P/E (TTM): 33.18X Cap: $1.51B
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• iShares NASDAQ 100 Index ETF (XQQU $89.52)
  • $89.52 P/E (TTM): 33.22X Cap: $166M
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Q: Best non-hedged ETFs in Canadian$ for the S&P500 and NASDAQ to be held in a TFSA?
Many Thanks!

Upvote 11

Read Answer Asked by Carlos on June 26, 2025

• CoreWeave Inc. (CRWV $127.39)
  • $127.39 Cap: $64.61B
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• Circle Internet Group Inc. Class A (CRCL $118.50)
  • $118.50 Cap: $24.64B
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Q: Why are these 2dropping so much? Thanks!

Upvote 2

Read Answer Asked by Austin on June 26, 2025

• Paychex Inc. (PAYX $92.67)
  • $92.67 P/E (TTM): 20.44X Cap: $33.32B
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Q: I have held Paychex for many years and it’s done very well. Why the big drop today? Is it a buying opportunity or cause for concern?
Thanks!

Upvote 1

Read Answer Asked by Scott on June 26, 2025

• Hinge Health Inc. Class A (HNGE $49.03)
  • $49.03 Cap: $3.45B
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Q: Can I have your opinion on this recently IPO company.

It seems to be reaching all time highs every day.

Thank you

Upvote 1

Read Answer Asked by Marcela on June 26, 2025

• Duolingo Inc. (DUOL $114.43)
  • $114.43 P/E (TTM): 13.1X Cap: $5.15B
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Q: DUOL is taking a beating of late and in a strong market as well? Pofit taking or something more? Would you consider it a strong buy or be looking elsewhere?

thx. M

Upvote 3

Read Answer Asked by Mark on June 26, 2025

• Apple Inc. (AAPL $277.06)
  • $277.06 P/E (TTM): 35.46X Cap: $4.11T
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• Intel Corporation (INTC $97.25)
  • $97.25 Cap: $500.69B
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• NVIDIA Corporation (NVDA $197.39)
  • $197.39 P/E (TTM): 40.5X Cap: $4.82T
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• QUALCOMM Incorporated (QCOM $168.92)
  • $168.92 P/E (TTM): 35.69X Cap: $186.56B
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• Advanced Micro Devices Inc. (AMD $344.27)
  • $344.27 P/E (TTM): 136.05X Cap: $587.80B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $400.93)
  • $400.93 P/E (TTM): 38.54X Cap: $2.06T
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Q: On semi-conductor chips, I already own NVDA (since 2023). Considering adding another with your help.
I really don't see chip demand letting up anytime soon (Ai, robotics, autonomous vehicles, cellphones, IoT, etc).
With TSMC opening mfg plants in Arizona, maybe some of the geopolitical risk is tempered now.
Is QComm the dark horse?

THX.

Upvote 11

Read Answer Asked by Robert on June 26, 2025

• Primo Brands Corporation Class A (PRMB $20.02)
  • $20.02 P/E (TTM): 133.53X Cap: $7B
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Q: Did own Primo Water now this is there any more up side for this company . thx

Upvote 1

Read Answer Asked by NICHOLAS on June 25, 2025