Investment Q&A

• Alphabet Inc. (GOOG $315.72)
  • $315.72 P/E (TTM): 29.12X Cap: $3.85T
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• Intuitive Surgical Inc. (ISRG $450.62)
  • $450.62 P/E (TTM): 58.74X Cap: $161.56B
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• Booking Holdings Inc. (BKNG $173.46)
  • $173.46 P/E (TTM): 1.09X Cap: $137.35B
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• Axon Enterprise Inc. (AXON $345.94)
  • $345.94 P/E (TTM): 259.29X Cap: $28.24B
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• Genius Sports Limited (GENI $3.92)
  • $3.92 Cap: $1.04B
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• Cellebrite DI Ltd. (CLBT $11.03)
  • $11.03 Cap: $3.09B
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• Sportradar Group AG (SRAD $15.47)
  • $15.47 Cap: $4.75B
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• Nebius Group N.V. (NBIS $144.97)
  • $144.97 Cap: $34.51B
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Q: Hi,

One month ago, April 4th, in an answer to a question, you listed your favorite stocks, both Canadian and U.S.

Which would they be today, for a growth investor, with a general indication of the reasons and risks of your list ?

Thankfully,

Jacques IDS

Upvote 38

Read Answer Asked by Jacques on May 12, 2025

• Murphy USA Inc. (MUSA $493.23)
  • $493.23 P/E (TTM): 20.57X Cap: $9.38B
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• TransMedics Group Inc. (TMDX $114.00)
  • $114.00 P/E (TTM): 22.55X Cap: $3.91B
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Q: could you please comment on their quarterly results, thank you.

Upvote 1

Read Answer Asked by Cheryl on May 12, 2025

• Apple Inc. (AAPL $260.48)
  • $260.48 P/E (TTM): 32.77X Cap: $3.82T
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• Alphabet Inc. (GOOG $315.72)
  • $315.72 P/E (TTM): 29.12X Cap: $3.85T
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• Alphabet Inc. (GOOGL $317.24)
  • $317.24 P/E (TTM): 29.35X Cap: $3.85T
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Q: Hello 5i,

GOOGL is often first on the list to buy long-term. With AI spreading out the base for every day questions that GOOGL once dominated, USA gov't witch hunt, and changes at Apple, does this change your view on retaining a full position of GOOGL?

Thank you
D&J

Upvote 8

Read Answer Asked by Jerry on May 12, 2025

• Novo Nordisk A/S (NVO $37.52)
  • $37.52 P/E (TTM): 10.57X Cap: $363.68B
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• ON Semiconductor Corporation (ON $68.65)
  • $68.65 P/E (TTM): 235.79X Cap: $26.93B
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• Marvell Technology Inc. (MRVL $128.49)
  • $128.49 P/E (TTM): 40.16X Cap: $112.35B
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• Ceragon Networks Ltd. (CRNT $2.38)
  • $2.38 Cap: $207M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.72)
  • $11.72 Cap: $1.60B
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• Docebo Inc. (DCBO $20.36)
  • $20.36 P/E (TTM): 12.61X Cap: $585M
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• Kolibri Global Energy Inc. (KEI $6.96)
  • $6.96 P/E (TTM): 12.02X Cap: $246M
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• Upstart Holdings Inc. (UPST $27.26)
  • $27.26 P/E (TTM): 65.02X Cap: $2.67B
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• Affirm Holdings Inc. (AFRM $48.53)
  • $48.53 P/E (TTM): 60.01X Cap: $16.16B
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• illumin Holdings Inc. (ILLM $0.81)
  • $0.81 Cap: $41M
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• RxSight Inc. (RXST $6.83)
  • $6.83 Cap: $300M
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Q: Hi 5i,

I have some stocks down over 10%, mostly in USD. Do you see any red flags in the following stocks? Its small amounts and timeframe is not a problem.

DCBO
ILLM
KEI
LSPD

AFRM
CRNT
MRVL
NVO
ON
RXST
UPST

Thank you

Upvote 2

Read Answer Asked by Francois on May 12, 2025

• TransMedics Group Inc. (TMDX $114.00)
  • $114.00 P/E (TTM): 22.55X Cap: $3.91B
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Q: Given its recent stupendous rise I assume it released an excellent quarterly report. Has the company put its problems behind it and do you anticipate substantially more stock growth now?

Appreciate your insight.

Paul F

Upvote 2

Read Answer Asked by Paul on May 10, 2025

• TruBridge Inc. (TBRG $17.98)
  • $17.98 P/E (TTM): 60.41X Cap: $257M
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Q: Hi Peter

Can you provide your comments on TBRG. Also what do you think of valuation and is it a buy at current levels.

thx

Upvote 1

Read Answer Asked by Frank on May 09, 2025

• Dave Inc. (DAVE $185.41)
  • $185.41 P/E (TTM): 13.15X
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• Sezzle Inc. (SEZL $59.71)
  • $59.71 P/E (TTM): 18.63X Cap: $2.01B
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Q: Hello 5i
Please comment on Sezzle and DAVE inc recent earnings and outlook.
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on May 09, 2025

• Rocket Lab Corporation (RKLB $68.05)
  • $68.05 Cap: $39.18B
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Q: Would you be a buyer of RKLB today?
Thanks

Upvote 2

Read Answer Asked by sean on May 09, 2025

• Cellebrite DI Ltd. (CLBT $11.03)
  • $11.03 Cap: $3.09B
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Q: Hi, can you give an thesis update on CLBT and where you think it's projecting? It's been quite flat as of late, and I would've thought sentiment increased with a trump administration on cracking down supposedly more crime.

Upvote 4

Read Answer Asked by Brady on May 09, 2025

• Axon Enterprise Inc. (AXON $345.94)
  • $345.94 P/E (TTM): 259.29X Cap: $28.24B
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Q: Axon is reporting a great quarter. Could I have your analysis please?

Upvote 5

Read Answer Asked by jacques on May 09, 2025

• The Trade Desk Inc. (TTD $20.09)
  • $20.09 P/E (TTM): 22.9X Cap: $9.44B
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Q: Hi Team,
What is your take on TTD earnings? Market reaction after hours looks promising. Is the company back on track after last quarters miss? Perhaps last quarter was a 1 off? The stock is still a long ways from old highs...is this a buying opp? Or more of a hold still?

Thanks,
Shane.

Upvote 5

Read Answer Asked by Shane on May 09, 2025

• D-Wave Quantum Inc. (QBTS $14.25)
  • $14.25 Cap: $5.08B
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Q: I know its not your favourite, but is there anything of note in quarterly results? Thanks.

Upvote 1

Read Answer Asked by Alex on May 08, 2025

• Block Inc. Class A (XYZ $62.20)
  • $62.20 P/E (TTM): 29.92X Cap: $37.26B
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Q: Would you buy XYZ at this price $50 for maybe a 1 year hold as a trade?

Upvote 1

Read Answer Asked by Indra on May 08, 2025

• Applovin Corporation (APP $391.38)
  • $391.38 P/E (TTM): 38.89X Cap: $132B
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Q: APP is up13% after earnings but still down significantly from its highs. Would you be a buyer today?

Upvote 4

Read Answer Asked by Kim on May 08, 2025

• Tantalus Systems Holding Inc. (GRID $5.85)
  • $5.85 Cap: $294M
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Q: Based on your last comments on Tantalus Systems (GRID) can you comment on yesterday’s earnings release. It looks great from what I see but I’ll leave the professional analysis to you guys. Based on your last comments is insider ownership the same? Is management doing a great job? Can you also comment on their 3rd Annual Utility of the Future report they posted at a the end of April please. Lastly can you update me in the Conguitive acquisition.

Feel free to answer after their conference call.

Upvote 2

Read Answer Asked by James on May 08, 2025

• Equinix Inc. (EQIX $1,030.24)
  • $1,030.24 P/E (TTM): 73.96X Cap: $101.60B
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• Digital Realty Trust Inc. (DLR $188.87)
  • $188.87 P/E (TTM): 51.85X Cap: $64.65B
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Q: What would your two favorite REIT’s be to invest in at this time?

Upvote 3

Read Answer Asked by Gary on May 08, 2025

• Eli Lilly and Company (LLY $939.47)
  • $939.47 P/E (TTM): 41.54X Cap: $887.62B
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Q: What's up with LLY? Was it the Wegovy sales from a competitor? Leadership changes? Is this little dip one to buy? Your thoughts?

Upvote 2

Read Answer Asked by Tim on May 08, 2025

• Fortinet Inc. (FTNT $76.70)
  • $76.70 P/E (TTM): 34.37X Cap: $59.68B
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Q: Can I get your current thoughts and outlook on Fortinet

Upvote 3

Read Answer Asked by Kim on May 08, 2025

• Tradeweb Markets Inc. (TW $121.44)
  • $121.44 P/E (TTM): 32.38X Cap: $28.63B
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Q: Can I please have your latest thoughts on TradeWeb in today’s environment? It had a big drop earlier in April but has almost regained its momentum since then. Is the valuation stretched at this point? Thanks for your valued opinion.

Upvote 2

Read Answer Asked by Stephen R. on May 08, 2025

• Meta Platforms Inc. (META $629.86)
  • $629.86 P/E (TTM): 26.07X Cap: $1.59T
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• Microsoft Corporation (MSFT $370.87)
  • $370.87 P/E (TTM): 23.41X Cap: $2.75T
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• Arista Networks Inc. (ANET $147.35)
  • $147.35 P/E (TTM): 52.75X Cap: $183.51B
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Q: Hi, could you comment on ANET's earnings, which I understood were about 10% ahead of estimates per share, and 2% or so more revenue. The stock appears to have taken a hit today on the report, so were there negative comments from the management on forward guidance? Something else I missed in the numbers?
Thanks!

Upvote 2

Read Answer Asked by Dawn on May 08, 2025