Investment Q&A

• Medtronic plc. (MDT $88.12)
  • $88.12 P/E (TTM): 25.11X Cap: $114.22B
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• Stryker Corporation (SYK $336.38)
  • $336.38 P/E (TTM): 42.6X Cap: $132.32B
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• Zimmer Biomet Holdings Inc. (ZBH $94.83)
  • $94.83 P/E (TTM): 25.83X Cap: $18.33B
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• Globus Medical Inc. Class A (GMED $86.98)
  • $86.98 P/E (TTM): 21.99X Cap: $11.79B
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• Penumbra Inc. (PEN $334.82)
  • $334.82 P/E (TTM): 74.5X Cap: $13.18B
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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 $267.90)
  • $267.90 P/E (TTM): 79.2X Cap: $102.63B
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• Nebius Group N.V. (NBIS $109.87)
  • $109.87 Cap: $26.66B
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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 $43.85)
  • $43.85 P/E (TTM): 44.41X Cap: $1.61B
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• Shift4 Payments Inc. Class A (FOUR $46.29)
  • $46.29 P/E (TTM): 67.07X Cap: $3.83B
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• Cantaloupe Inc. (CTLP $10.37)
  • $10.37 P/E (TTM): 14.49X Cap: $771M
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• Symbotic Inc. (SYM $50.11)
  • $50.11 Cap: $30.71B
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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 $362.00)
  • $362.00 P/E (TTM): 37.55X Cap: $41.54B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.66)
  • $172.66 P/E (TTM): 139.22X Cap: $229.48B
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• Blackstone Inc. (BX $104.09)
  • $104.09 P/E (TTM): 28.34X Cap: $79.59B
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• Meta CDR (CAD Hedged) (META $34.46)
  • $34.46 P/E (TTM): 27.84X Cap: $2.24T
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• Goosehead Insurance Inc. (GSHD $43.85)
  • $43.85 P/E (TTM): 44.41X Cap: $1.61B
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• Freshworks Inc. (FRSH $7.98)
  • $7.98 Cap: $2.27B
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• Powell Industries Inc. (POWL $496.58)
  • $496.58 P/E (TTM): 34.39X Cap: $6.42B
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• Genius Sports Limited (GENI $5.06)
  • $5.06 Cap: $1.24B
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• Cellebrite DI Ltd. (CLBT $14.65)
  • $14.65 Cap: $3.61B
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.53)
  • $53.53 P/E (TTM): 83.41X Cap: $123.67B
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• GRAIL Inc. (GRAL $44.04)
  • $44.04 Cap: $1.94B
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• Nebius Group N.V. (NBIS $109.87)
  • $109.87 Cap: $26.66B
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• Amazon.com CDR (CAD Hedged) (AMZN $24.19)
  • $24.19 P/E (TTM): 29.89X Cap: $3.12T
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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 $999.36)
  • $999.36 P/E (TTM): 69.31X Cap: $440.42B
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• Walmart Inc. (WMT $124.54)
  • $124.54 Cap: $984.23B
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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 $209.36)
  • $209.36 P/E (TTM): 29.89X Cap: $2.28T
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• Alphabet Inc. (GOOG $302.49)
  • $302.49 P/E (TTM): 28.39X Cap: $3.73T
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• Microsoft Corporation (MSFT $403.10)
  • $403.10 P/E (TTM): 25.38X Cap: $3T
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• JPMorgan Chase & Co. (JPM $281.80)
  • $281.80 P/E (TTM): 14.43X Cap: $775.45B
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• Tesla Inc. (TSLA $397.55)
  • $397.55 P/E (TTM): 369.66X Cap: $1.53T
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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 $500.78)
  • $500.78 P/E (TTM): 350.97X Cap: $41.61B
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• CrowdStrike Holdings Inc. (CRWD $441.37)
  • $441.37 Cap: $112.10B
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• Vertiv Holdings LLC Class A (VRT $267.90)
  • $267.90 P/E (TTM): 79.2X Cap: $102.63B
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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 $209.36)
  • $209.36 P/E (TTM): 29.89X Cap: $2.28T
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• FedEx Corporation (FDX $356.32)
  • $356.32 P/E (TTM): 19.89X Cap: $84.97B
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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 $641.16)
  • $641.16 P/E (TTM): 27.84X Cap: $1.65T
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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 $371.71)
  • $371.71 P/E (TTM): 26.38X Cap: $203.57B
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• Biogen Inc. (BIIB $186.51)
  • $186.51 P/E (TTM): 21.39X Cap: $27.95B
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• Gilead Sciences Inc. (GILD $145.45)
  • $145.45 P/E (TTM): 21.94X Cap: $181.24B
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• Intuitive Surgical Inc. (ISRG $479.72)
  • $479.72 P/E (TTM): 61.73X Cap: $175.03B
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• AbbVie Inc. (ABBV $226.74)
  • $226.74 P/E (TTM): 96.19X Cap: $402.57B
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• Eli Lilly and Company (LLY $978.26)
  • $978.26 P/E (TTM): 43.63X Cap: $944.66B
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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 $103.92)
  • $103.92 P/E (TTM): 15.61X Cap: $5.66B
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• Blue Owl Capital Inc. Class A (OWL $8.83)
  • $8.83 P/E (TTM): 94.6X Cap: $14.02B
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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 $8.83)
  • $8.83 P/E (TTM): 94.6X Cap: $14.02B
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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 $479.72)
  • $479.72 P/E (TTM): 61.73X Cap: $175.03B
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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 $132.03)
  • $132.03 P/E (TTM): 36.62X Cap: $15.60B
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• Trane Technologies plc (TT $425.19)
  • $425.19 P/E (TTM): 33.41X Cap: $95.70B
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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 $43.85)
  • $43.85 P/E (TTM): 44.41X Cap: $1.61B
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• Shift4 Payments Inc. Class A (FOUR $46.29)
  • $46.29 P/E (TTM): 67.07X Cap: $3.83B
  • View FOUR Profile
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• Cantaloupe Inc. (CTLP $10.37)
  • $10.37 P/E (TTM): 14.49X Cap: $771M
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• Cellebrite DI Ltd. (CLBT $14.65)
  • $14.65 Cap: $3.61B
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• Sportradar Group AG (SRAD $18.30)
  • $18.30 Cap: $5.40B
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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 $302.49)
  • $302.49 P/E (TTM): 28.39X Cap: $3.73T
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• Pason Systems Inc. (PSI $12.71)
  • $12.71 P/E (TTM): 19.04X Cap: $994M
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• Microsoft CDR (CAD Hedged) (MSFT $28.56)
  • $28.56 P/E (TTM): 29.75X Cap: $4.09T
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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 $479.72)
  • $479.72 P/E (TTM): 61.73X Cap: $175.03B
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• Crocs Inc. (CROX $81.20)
  • $81.20 Cap: $4.03B
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• Freshworks Inc. (FRSH $7.98)
  • $7.98 Cap: $2.27B
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• Construction Partners Inc. (ROAD $119.01)
  • $119.01 P/E (TTM): 55.95X Cap: $6.84B
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• Shift4 Payments Inc. Class A (FOUR $46.29)
  • $46.29 P/E (TTM): 67.07X Cap: $3.83B
  • View FOUR Profile
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• Celsius Holdings Inc. (CELH $44.95)
  • $44.95 P/E (TTM): 180.12X Cap: $11.74B
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• Snowflake Inc. (SNOW $179.83)
  • $179.83 Cap: $61.40B
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• Cantaloupe Inc. (CTLP $10.37)
  • $10.37 P/E (TTM): 14.49X Cap: $771M
  • View CTLP Profile
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• Genius Sports Limited (GENI $5.06)
  • $5.06 Cap: $1.24B
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• SoFi Technologies Inc. (SOFI $17.98)
  • $17.98 P/E (TTM): 48.13X Cap: $23.63B
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• Cellebrite DI Ltd. (CLBT $14.65)
  • $14.65 Cap: $3.61B
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• ReposiTrak Inc. (TRAK $8.19)
  • $8.19 P/E (TTM): 22.68X Cap: $149M
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• Nebius Group N.V. (NBIS $109.87)
  • $109.87 Cap: $26.66B
  • View NBIS Profile
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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 $255.07)
  • $255.07 P/E (TTM): 33.02X Cap: $3.82T
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• Amazon.com Inc. (AMZN $209.36)
  • $209.36 P/E (TTM): 29.89X Cap: $2.28T
  • View AMZN Profile
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• Alphabet Inc. (GOOGL $302.74)
  • $302.74 P/E (TTM): 28.4X Cap: $3.73T
  • View GOOGL Profile
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• Intuitive Surgical Inc. (ISRG $479.72)
  • $479.72 P/E (TTM): 61.73X Cap: $175.03B
  • View ISRG Profile
  • View Questions on ISRG
• Microsoft Corporation (MSFT $403.10)
  • $403.10 P/E (TTM): 25.38X Cap: $3T
  • View MSFT Profile
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• Booking Holdings Inc. (BKNG $4,281.05)
  • $4,281.05 P/E (TTM): 26.31X Cap: $136.90B
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• AbbVie Inc. (ABBV $226.74)
  • $226.74 P/E (TTM): 96.19X Cap: $402.57B
  • View ABBV Profile
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• JPMorgan Chase & Co. (JPM $281.80)
  • $281.80 P/E (TTM): 14.43X Cap: $775.45B
  • View JPM Profile
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• Pfizer Inc. (PFE $26.90)
  • $26.90 P/E (TTM): 19.97X Cap: $155.23B
  • View PFE Profile
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• Procter & Gamble Company (The) (PG $152.31)
  • $152.31 P/E (TTM): 23.11X Cap: $356.31B
  • View PG Profile
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• Visa Inc. (V $307.93)
  • $307.93 P/E (TTM): 29.52X Cap: $591.97B
  • View V Profile
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• RTX Corporation (RTX $204.39)
  • $204.39 P/E (TTM): 41.73X Cap: $278.96B
  • View RTX Profile
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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 $362.00)
  • $362.00 P/E (TTM): 37.55X Cap: $41.54B
  • View CLS Profile
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• Vertiv Holdings LLC Class A (VRT $267.90)
  • $267.90 P/E (TTM): 79.2X Cap: $102.63B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $109.87)
  • $109.87 Cap: $26.66B
  • 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 $302.74)
  • $302.74 P/E (TTM): 28.4X Cap: $3.73T
  • View GOOGL Profile
  • View Questions on GOOGL
• Intuitive Surgical Inc. (ISRG $479.72)
  • $479.72 P/E (TTM): 61.73X Cap: $175.03B
  • 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