Investment Q&A

• Genius Sports Limited (GENI $5.73)
  • $5.73 Cap: $1.37B
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• Sportradar Group AG (SRAD $17.17)
  • $17.17 Cap: $5.14B
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Q: I see both are in the sports gambling business. If you were to buy just one, which would your preference be?
Thanks

Upvote 3

Read Answer Asked by Neil on March 24, 2025

• Uber Technologies Inc. (UBER $70.72)
  • $70.72 P/E (TTM): 9.49X Cap: $146.94B
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Q: UBER is my favorite stocks for the future. People living close to work do not need a car. People moving to downtown high risers would not have to pay parking in their condos , They don't need a car. Uber sharing Food deliveries What else ? Uber wins RAK

Upvote 3

Read Answer Asked by bob on March 24, 2025

• Amphenol Corporation (APH $147.82)
  • $147.82 P/E (TTM): 45.22X Cap: $181.70B
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• ResMed Inc. (RMD $260.79)
  • $260.79 P/E (TTM): 25.63X Cap: $37.74B
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• Interactive Brokers Group Inc. (IBKR $71.54)
  • $71.54 P/E (TTM): 35.73X Cap: $31.86B
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Q: The portfolio manager of the Mawer Investment Management fund, Jeff Mo, recommends these 3 stocks to withstand the trade war: IBKR, RMD and APH.

In the present context, what are your views on these stocks, would you buy them now and what would be your entry prices ?

Alternatively, which would be your preferred stocks for a trade war ?

Gratefully,

Jacques IDS

Upvote 3

Read Answer Asked by Jacques on March 24, 2025

• Micron Technology Inc. (MU $420.97)
  • $420.97 P/E (TTM): 40.7X Cap: $473.80B
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Q: Hello,

Thoughts on starting a position here? For a long term hold, or should one wait? At what price would this be a screaming buy?

Thanks

Upvote 2

Read Answer Asked by Satish on March 24, 2025

• General Mills Inc. (GIS $45.38)
  • $45.38 P/E (TTM): 9.6X Cap: $24.21B
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Q: Was hoping you could shed some insight to the drop in General Mills share price. Considering the P/E@12.9, are the earnings falling because of loss market or is there something else going on corporately?
Always appreciate your excellent service.
Ted.

Upvote 3

Read Answer Asked by Ted on March 24, 2025

• Medtronic plc. (MDT $98.61)
  • $98.61 P/E (TTM): 26.18X Cap: $126.41B
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• Stryker Corporation (SYK $384.73)
  • $384.73 P/E (TTM): 45.16X Cap: $147.23B
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• Zimmer Biomet Holdings Inc. (ZBH $99.46)
  • $99.46 P/E (TTM): 27.82X Cap: $19.45B
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• Globus Medical Inc. Class A (GMED $93.40)
  • $93.40 P/E (TTM): 29.22X Cap: $12.12B
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• Penumbra Inc. (PEN $339.20)
  • $339.20 P/E (TTM): 80.8X Cap: $13.36B
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Q: Who are competitors of STRYKER MEDTRONICS Which do you prefer ? RAK

Upvote 3

Read Answer Asked by bob on March 24, 2025

• Vertiv Holdings LLC Class A (VRT $245.42)
  • $245.42 P/E (TTM): 91.98X Cap: $93.19B
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• Nebius Group N.V. (NBIS $100.61)
  • $100.61 Cap: $23.31B
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Q: Good Morning

I currently hold both VRT and NBIS. Is there too much duplication/overlap between the two? If that is the case which would you reduce to have only one position?

Thank you

Upvote 6

Read Answer Asked by Marty on March 24, 2025

• Goosehead Insurance Inc. (GSHD $45.82)
  • $45.82 P/E (TTM): 42.74X Cap: $1.67B
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• Shift4 Payments Inc. Class A (FOUR $57.47)
  • $57.47 P/E (TTM): 27.46X Cap: $5.09B
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• Cantaloupe Inc. (CTLP $10.27)
  • $10.27 P/E (TTM): 14.07X Cap: $740M
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• Symbotic Inc. (SYM $54.35)
  • $54.35 Cap: $32.72B
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Q: Would you endorse a switch from FOUR to GSHD and SYM to CTLP at this juncture for a growth oriented investor?

Upvote 3

Read Answer Asked by Andrew on March 24, 2025

• Celestica Inc. (CLS $406.47)
  • $406.47 P/E (TTM): 49.0X Cap: $46.14B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.67)
  • $160.67 P/E (TTM): 136.93X Cap: $209.53B
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• Blackstone Inc. (BX $113.71)
  • $113.71 P/E (TTM): 34.75X Cap: $83.96B
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• Meta CDR (CAD Hedged) (META $34.30)
  • $34.30 P/E (TTM): 27.91X Cap: $2.26T
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• Goosehead Insurance Inc. (GSHD $45.82)
  • $45.82 P/E (TTM): 42.74X Cap: $1.67B
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• Freshworks Inc. (FRSH $6.88)
  • $6.88 Cap: $2.10B
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• Powell Industries Inc. (POWL $544.15)
  • $544.15 P/E (TTM): 35.51X Cap: $6.81B
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• Genius Sports Limited (GENI $5.73)
  • $5.73 Cap: $1.37B
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• Cellebrite DI Ltd. (CLBT $11.94)
  • $11.94 Cap: $2.85B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.28)
  • $60.28 P/E (TTM): 92.75X Cap: $135.34B
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• GRAIL Inc. (GRAL $43.03)
  • $43.03 Cap: $3.80B
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• Nebius Group N.V. (NBIS $100.61)
  • $100.61 Cap: $23.31B
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• Amazon.com CDR (CAD Hedged) (AMZN $23.75)
  • $23.75 P/E (TTM): 37.99X Cap: $3.07T
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Q: I would like to narrow this list down to the best 10 to hold in a long term taxable portfolio. What would you suggest be the top 10 stocks? I currently hold all of them but would like to sell this down to 10. I like holding 10 stocks with about 10% in each as a risk/reward balance. Thank you - and thanks for some of these names which came from you! I am only down on Amazon and BN at this time.

Jason

Upvote 12

Read Answer Asked by Jason on March 24, 2025

• Costco Wholesale Corporation (COST $986.02)
  • $986.02 P/E (TTM): 68.47X Cap: $437.66B
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• Walmart Inc. (WMT $125.81)
  • $125.81 Cap: $1T
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Q: Which one is better to invest in?

Upvote 4

Read Answer Asked by David M. on March 24, 2025

• Amazon.com Inc. (AMZN $205.27)
  • $205.27 P/E (TTM): 29.3X Cap: $2.20T
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• Alphabet Inc. (GOOG $311.69)
  • $311.69 P/E (TTM): 29.13X Cap: $3.81T
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• Microsoft Corporation (MSFT $384.47)
  • $384.47 P/E (TTM): 24.84X Cap: $2.85T
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• JPMorgan Chase & Co. (JPM $297.67)
  • $297.67 P/E (TTM): 15.53X Cap: $802.82B
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• Tesla Inc. (TSLA $399.83)
  • $399.83 P/E (TTM): 381.31X Cap: $1.50T
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Q: Could you please recommend five Canadian stocks and five US stocks that are usually good to sell covered calls on?

Upvote 4

Read Answer Asked by Ahmed on March 24, 2025

• Axon Enterprise Inc. (AXON $423.44)
  • $423.44 P/E (TTM): 136.88X Cap: $33.61B
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• CrowdStrike Holdings Inc. (CRWD $350.33)
  • $350.33 Cap: $88.31B
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• Vertiv Holdings LLC Class A (VRT $245.42)
  • $245.42 P/E (TTM): 91.98X Cap: $93.19B
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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 $205.27)
  • $205.27 P/E (TTM): 29.3X Cap: $2.20T
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• FedEx Corporation (FDX $383.71)
  • $383.71 P/E (TTM): 21.5X Cap: $90.21B
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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 $637.25)
  • $637.25 P/E (TTM): 27.91X Cap: $1.61T
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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 $379.42)
  • $379.42 P/E (TTM): 28.94X Cap: $204.31B
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• Biogen Inc. (BIIB $196.34)
  • $196.34 P/E (TTM): 21.8X Cap: $28.81B
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• Gilead Sciences Inc. (GILD $149.83)
  • $149.83 P/E (TTM): 23.44X Cap: $185.89B
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• Intuitive Surgical Inc. (ISRG $492.10)
  • $492.10 P/E (TTM): 64.05X Cap: $174.75B
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• AbbVie Inc. (ABBV $229.48)
  • $229.48 P/E (TTM): 171.61X Cap: $405.75B
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• Eli Lilly and Company (LLY $1,058.56)
  • $1,058.56 P/E (TTM): 43.99X Cap: $998.60B
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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 $124.72)
  • $124.72 P/E (TTM): 18.89X Cap: $6.75B
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• Blue Owl Capital Inc. Class A (OWL $10.44)
  • $10.44 P/E (TTM): 108.1X Cap: $16.80B
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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 $10.44)
  • $10.44 P/E (TTM): 108.1X Cap: $16.80B
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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 $492.10)
  • $492.10 P/E (TTM): 64.05X Cap: $174.75B
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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 $131.80)
  • $131.80 P/E (TTM): 57.95X Cap: $15.49B
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• Trane Technologies plc (TT $459.94)
  • $459.94 P/E (TTM): 35.99X Cap: $101.79B
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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 $45.82)
  • $45.82 P/E (TTM): 42.74X Cap: $1.67B
  • View GSHD Profile
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• Shift4 Payments Inc. Class A (FOUR $57.47)
  • $57.47 P/E (TTM): 27.46X Cap: $5.09B
  • View FOUR Profile
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• Cantaloupe Inc. (CTLP $10.27)
  • $10.27 P/E (TTM): 14.07X Cap: $740M
  • View CTLP Profile
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• Cellebrite DI Ltd. (CLBT $11.94)
  • $11.94 Cap: $2.85B
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• Sportradar Group AG (SRAD $17.17)
  • $17.17 Cap: $5.14B
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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