Investment Q&A

• Axon Enterprise Inc. (AXON $414.20)
  • $414.20 P/E (TTM): 126.07X Cap: $32.87B
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• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
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• Vertiv Holdings LLC Class A (VRT $195.58)
  • $195.58 P/E (TTM): 67.08X Cap: $74.77B
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Q: for a 5 year plus hold please rank the above from top to bottom.

Upvote 7

Read Answer Asked by Terry on March 21, 2025

• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 31.45X Cap: $2.24T
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• FedEx Corporation (FDX $369.23)
  • $369.23 P/E (TTM): 21.33X Cap: $86.81B
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Q: I do not own FDX, but I know that parcel deliveries are sometimes seen as a forward looking economic indicator. Do you agree with this thesis? And can you please comment on FDX earnings and especially commentary. Thank-you.

Upvote 2

Read Answer Asked by Alex on March 21, 2025

• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.68X Cap: $1.67T
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Q: Hello,

Given the recent correction in the technology sector, would you consider META as an attractive buy to start accumulating.

Looking forward to your input.

Upvote 7

Read Answer Asked by Irek on March 21, 2025

• Amgen Inc. (AMGN $384.32)
  • $384.32 P/E (TTM): 28.4X Cap: $206.94B
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• Biogen Inc. (BIIB $201.18)
  • $201.18 P/E (TTM): 16.91X Cap: $29.51B
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• Gilead Sciences Inc. (GILD $152.50)
  • $152.50 P/E (TTM): 23.12X Cap: $189.20B
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• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 62.92X Cap: $173.35B
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• AbbVie Inc. (ABBV $223.43)
  • $223.43 P/E (TTM): 167.19X Cap: $394.88B
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• Eli Lilly and Company (LLY $1,058.18)
  • $1,058.18 P/E (TTM): 49.94X Cap: $1T
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Q: Do you have any suggestions re the Pharma companies which would be a good time to purchase now, either in a partial or full position? Thanks

Upvote 4

Read Answer Asked by FORREST on March 21, 2025

• StoneX Group Inc. (SNEX $120.54)
  • $120.54 P/E (TTM): 18.92X Cap: $6.32B
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• Blue Owl Capital Inc. Class A (OWL $12.52)
  • $12.52 P/E (TTM): 116.3X Cap: $19.52B
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Q: Your views please ? Would you be a buyer ? Entry price ?

Gratefully,

J.D.

Upvote 3

Read Answer Asked by Jacques on March 21, 2025

• Blue Owl Capital Inc. Class A (OWL $12.52)
  • $12.52 P/E (TTM): 116.3X Cap: $19.52B
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Q: Hi 5i Team - Could you provide a brief summary of Blue Owl Capital in the U.S. including what it does, its balance sheet and other fundamentals, insider holdings and your opinion on whether this might be a stock to consider taking an initial position in. Thanks.

Upvote 2

Read Answer Asked by Rob on March 21, 2025

• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 62.92X Cap: $173.35B
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Q: what would be a good entry price? what 3 current metrics do you use to value ISRG? and how do they compare to the last 3 years? thanks Richard

Upvote 8

Read Answer Asked by richard on March 21, 2025

• Jacobs Solutions Inc. (J $148.81)
  • $148.81 P/E (TTM): 60.39X Cap: $17.49B
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• Trane Technologies plc (TT $454.76)
  • $454.76 P/E (TTM): 33.58X Cap: $100.65B
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Q: With industrials suffering under the current administration and these, like many stocks, on a downward trend, please explain why these are worth having in a portfolio. Thank you!

Upvote 5

Read Answer Asked by Neil on March 21, 2025

• Goosehead Insurance Inc. (GSHD $66.17)
  • $66.17 P/E (TTM): 56.15X Cap: $2.43B
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• Shift4 Payments Inc. Class A (FOUR $59.28)
  • $59.28 P/E (TTM): 27.27X Cap: $5.25B
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• Cantaloupe Inc. (CTLP $10.66)
  • $10.66 P/E (TTM): 13.34X Cap: $777M
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• Cellebrite DI Ltd. (CLBT $14.17)
  • $14.17 Cap: $3.39B
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• Sportradar Group AG (SRAD $16.99)
  • $16.99 Cap: $5.08B
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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

• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• Pason Systems Inc. (PSI $12.73)
  • $12.73 P/E (TTM): 15.94X Cap: $993M
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• Microsoft CDR (CAD Hedged) (MSFT $28.52)
  • $28.52 P/E (TTM): 28.86X Cap: $4.07T
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Q: PSI seems to be going nowhere since 2002 though it is good for dividend. Even though a value investor I am thinking of selling PSI and taking a position in GOOG at $166. I also have MSFT and a few other growth stocks. At that price is it OK to take a position in GOOG or is it too late? I have a time frame of 5 to ten years for this 80 year old.

Upvote 2

Read Answer Asked by STANLEY on March 20, 2025

• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 62.92X Cap: $173.35B
  • View ISRG Profile
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• Crocs Inc. (CROX $85.81)
  • $85.81 P/E (TTM): 27.52X Cap: $4.45B
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• Freshworks Inc. (FRSH $8.92)
  • $8.92 Cap: $2.51B
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• Construction Partners Inc. (ROAD $127.05)
  • $127.05 P/E (TTM): 70.14X Cap: $7.17B
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• Shift4 Payments Inc. Class A (FOUR $59.28)
  • $59.28 P/E (TTM): 27.27X Cap: $5.25B
  • View FOUR Profile
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• Celsius Holdings Inc. (CELH $50.57)
  • $50.57 P/E (TTM): 436.09X Cap: $13.03B
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• Snowflake Inc. (SNOW $168.43)
  • $168.43 Cap: $57.63B
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• Cantaloupe Inc. (CTLP $10.66)
  • $10.66 P/E (TTM): 13.34X Cap: $777M
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• Genius Sports Limited (GENI $6.09)
  • $6.09 Cap: $1.46B
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• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
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• Cellebrite DI Ltd. (CLBT $14.17)
  • $14.17 Cap: $3.39B
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• ReposiTrak Inc. (TRAK $10.36)
  • $10.36 P/E (TTM): 28.14X Cap: $189M
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• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
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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

• Apple Inc. (AAPL $278.12)
  • $278.12 P/E (TTM): 36.99X Cap: $4.08T
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• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 31.45X Cap: $2.24T
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• Alphabet Inc. (GOOGL $322.86)
  • $322.86 P/E (TTM): 32.7X Cap: $3.90T
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• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 62.92X Cap: $173.35B
  • View ISRG Profile
  • View Questions on ISRG
• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 28.0X Cap: $2.97T
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• Booking Holdings Inc. (BKNG $4,457.17)
  • $4,457.17 P/E (TTM): 28.95X Cap: $143.67B
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• AbbVie Inc. (ABBV $223.43)
  • $223.43 P/E (TTM): 167.19X Cap: $394.88B
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• JPMorgan Chase & Co. (JPM $322.40)
  • $322.40 P/E (TTM): 15.35X Cap: $877.65B
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• Pfizer Inc. (PFE $27.22)
  • $27.22 P/E (TTM): 15.4X Cap: $154.76B
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• Procter & Gamble Company (The) (PG $159.17)
  • $159.17 P/E (TTM): 23.15X Cap: $369.91B
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• Visa Inc. (V $331.58)
  • $331.58 P/E (TTM): 32.27X Cap: $635.30B
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• RTX Corporation (RTX $198.66)
  • $198.66 P/E (TTM): 40.24X Cap: $266.35B
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Q: Hi Folks,
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks

Upvote 9

Read Answer Asked by JOHN on March 20, 2025

• Celestica Inc. (CLS $419.62)
  • $419.62 P/E (TTM): 47.78X Cap: $48.27B
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• Vertiv Holdings LLC Class A (VRT $195.58)
  • $195.58 P/E (TTM): 67.08X Cap: $74.77B
  • View VRT Profile
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• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
  • View NBIS Profile
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Q: These really fell out of favour fast. Would you hold? I am inclined to hold and hope for better days unless it would be better to cut losses and get into something that is also down but might have more promise on the upside? Maybe I’m being too emotional and impatient - I am okay to wait it out unless there is some reason to walk.

Thanks,

Jason

Upvote 15

Read Answer Asked by Jason on March 20, 2025

• Alphabet Inc. (GOOGL $322.86)
  • $322.86 P/E (TTM): 32.7X Cap: $3.90T
  • View GOOGL Profile
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• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 62.92X Cap: $173.35B
  • View ISRG Profile
  • View Questions on ISRG

Q: From a long term investment perspective, what would you give this stock out of 10 currently? Are there 1-2 other stocks regardless of sector you would give the same score?

Upvote 13

Read Answer Asked by Gary on March 19, 2025

• Copart Inc. (CPRT $40.36)
  • $40.36 P/E (TTM): 24.47X Cap: $39.06B
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• Boyd Group Services Inc. (BYD $242.94)
  • $242.94 P/E (TTM): 226.4X Cap: $6.76B
  • View BYD Profile
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Q: Based on the recent quarter results and comments going to 2029, would you switch to Copart for the long term?

Upvote 2

Read Answer Asked by Kevin on March 19, 2025

• Lockheed Martin Corporation (LMT $623.58)
  • $623.58 P/E (TTM): 33.92X Cap: $143.47B
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• Huntington Ingalls Industries Inc. (HII $397.77)
  • $397.77 P/E (TTM): 25.51X Cap: $16.21B
  • View HII Profile
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Q: Hi 5i,

Would it make sense to swap out LMT in favour of HII, given the current climate and prospects going forward?

TIA!

Upvote 1

Read Answer Asked by Wayne on March 19, 2025

• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 31.45X Cap: $2.24T
  • View AMZN Profile
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 28.0X Cap: $2.97T
  • View MSFT Profile
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• Oracle Corporation (ORCL $142.82)
  • $142.82 P/E (TTM): 31.59X Cap: $410.47B
  • View ORCL Profile
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Q: Hi 5i, would appreciate your thoughts on GOOG taking, out, WIZ?

Thx

Upvote 9

Read Answer Asked by Christopher on March 19, 2025

• BMO Low Volatility US Equity ETF (ZLU $61.17)
  • $61.17 P/E (TTM): 21.57X Cap: $2.34B
  • View ZLU Profile
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• BMO US Dividend ETF (ZDY $53.04)
  • $53.04 P/E (TTM): 20.56X Cap: $784M
  • View ZDY Profile
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• BMO MSCI USA Value Index ETF (ZVU $41.62)
  • $41.62 P/E (TTM): 16.32X Cap: $80M
  • View ZVU Profile
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Q: For some diversity on the US side of my portfolio, I added both ZLU and ZVU. It has now been roughly three years since I bought them and ZLU has averaged 12% including distributions while ZVU has averaged 1.5%. What do you think selling ZVU and adding to ZLU, or buying ZDY? The goal is to offset some of the volatility from my growthier US stocks which include many of the top names in the S&P 500 Index. Thank you.

Upvote 2

Read Answer Asked by Kim on March 19, 2025

• Tesla Inc. (TSLA $411.11)
  • $411.11 P/E (TTM): 264.81X Cap: $1.54T
  • View TSLA Profile
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Q: Hi Peter and Team.

Yesterday, Peter (a member) asked this question: Q: tesla sinking….byd recharges in 5 minutes…? EU and Canada to reduce tariffs on Chinese EV in retaliation ..
? a buy

I don’t know about the EU, but Canada is keeping the 100% tariff on electric vehicles from China.

https://www.ctvnews.ca/politics/article/canada-wont-drop-tariffs-on-chinese-evs-despite-trade-war-with-us-minister/

Thanks for all you do.

Upvote 4

Read Answer Asked by Jerry on March 19, 2025

Q: tesla sinking….byd recharges in 5 minutes…? EU and Canada to reduce tariffs on Chinese EV in retaliation ..
? a buy
thanks

Upvote 8

Read Answer Asked by Peter on March 18, 2025