Investment Q&A

• Uber Technologies Inc. (UBER $73.67)
  • $73.67 P/E (TTM): 15.85X Cap: $150.18B
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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 $133.56)
  • $133.56 P/E (TTM): 40.28X Cap: $161.60B
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• ResMed Inc. (RMD $231.95)
  • $231.95 P/E (TTM): 23.75X Cap: $33.85B
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• Interactive Brokers Group Inc. (IBKR $66.57)
  • $66.57 P/E (TTM): 30.88X Cap: $29.82B
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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 $420.94)
  • $420.94 P/E (TTM): 39.8X Cap: $2.28T
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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 $39.86)
  • $39.86 P/E (TTM): 8.74X Cap: $21.02B
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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 $87.46)
  • $87.46 P/E (TTM): 24.85X Cap: $112.18B
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• Stryker Corporation (SYK $340.64)
  • $340.64 P/E (TTM): 41.07X Cap: $129.04B
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• Zimmer Biomet Holdings Inc. (ZBH $93.30)
  • $93.30 P/E (TTM): 26.4X Cap: $18.11B
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• Globus Medical Inc. Class A (GMED $85.28)
  • $85.28 P/E (TTM): 22.12X Cap: $11.43B
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• Penumbra Inc. (PEN $335.46)
  • $335.46 P/E (TTM): 74.36X 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 $260.04)
  • $260.04 P/E (TTM): 78.67X Cap: $101.53B
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• Nebius Group N.V. (NBIS $114.00)
  • $114.00 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 $44.33)
  • $44.33 P/E (TTM): 42.44X Cap: $1.60B
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• Shift4 Payments Inc. Class A (FOUR $43.14)
  • $43.14 P/E (TTM): 67.57X Cap: $3.56B
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• Cantaloupe Inc. (CTLP $10.34)
  • $10.34 P/E (TTM): 14.33X Cap: $771M
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• Symbotic Inc. (SYM $49.63)
  • $49.63 Cap: $30.45B
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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 $361.00)
  • $361.00 P/E (TTM): 37.12X Cap: $41.53B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.64)
  • $168.64 P/E (TTM): 139.37X Cap: $224.22B
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• Blackstone Inc. (BX $106.55)
  • $106.55 P/E (TTM): 27.64X Cap: $75.79B
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• Meta CDR (CAD Hedged) (META $33.23)
  • $33.23 P/E (TTM): 27.88X Cap: $2.25T
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• Goosehead Insurance Inc. (GSHD $44.33)
  • $44.33 P/E (TTM): 42.44X Cap: $1.60B
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• Freshworks Inc. (FRSH $8.11)
  • $8.11 Cap: $2.25B
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• Powell Industries Inc. (POWL $498.95)
  • $498.95 P/E (TTM): 33.45X Cap: $6.42B
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• Genius Sports Limited (GENI $5.35)
  • $5.35 Cap: $1.23B
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• Cellebrite DI Ltd. (CLBT $14.43)
  • $14.43 Cap: $3.62B
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.30)
  • $53.30 P/E (TTM): 81.14X Cap: $118.57B
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• GRAIL Inc. (GRAL $41.85)
  • $41.85 Cap: $1.94B
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• Nebius Group N.V. (NBIS $114.00)
  • $114.00 Cap: $26.66B
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• Amazon.com CDR (CAD Hedged) (AMZN $23.99)
  • $23.99 P/E (TTM): 29.66X Cap: $3.05T
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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 $1,009.43)
  • $1,009.43 P/E (TTM): 68.95X Cap: $445.12B
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• Walmart Inc. (WMT $126.24)
  • $126.24 Cap: $998.90B
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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 $207.84)
  • $207.84 P/E (TTM): 29.66X Cap: $2.24T
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• Alphabet Inc. (GOOG $302.20)
  • $302.20 P/E (TTM): 28.53X Cap: $3.67T
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• Microsoft Corporation (MSFT $396.16)
  • $396.16 P/E (TTM): 25.32X Cap: $2.98T
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• JPMorgan Chase & Co. (JPM $284.80)
  • $284.80 P/E (TTM): 14.37X Cap: $762.96B
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• Tesla Inc. (TSLA $394.68)
  • $394.68 P/E (TTM): 377.61X Cap: $1.48T
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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 $499.01)
  • $499.01 P/E (TTM): 342.76X Cap: $40.15B
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• CrowdStrike Holdings Inc. (CRWD $438.16)
  • $438.16 Cap: $111.98B
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• Vertiv Holdings LLC Class A (VRT $260.04)
  • $260.04 P/E (TTM): 78.67X Cap: $101.53B
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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 $207.84)
  • $207.84 P/E (TTM): 29.66X Cap: $2.24T
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• FedEx Corporation (FDX $351.08)
  • $351.08 P/E (TTM): 20.0X Cap: $83.02B
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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 $618.54)
  • $618.54 P/E (TTM): 27.88X 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 $367.45)
  • $367.45 P/E (TTM): 26.54X Cap: $198.26B
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• Biogen Inc. (BIIB $184.61)
  • $184.61 P/E (TTM): 21.62X Cap: $27.13B
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• Gilead Sciences Inc. (GILD $145.39)
  • $145.39 P/E (TTM): 21.57X Cap: $180.26B
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• Intuitive Surgical Inc. (ISRG $472.80)
  • $472.80 P/E (TTM): 62.63X Cap: $170.20B
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• AbbVie Inc. (ABBV $224.21)
  • $224.21 P/E (TTM): 96.47X Cap: $398.49B
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• Eli Lilly and Company (LLY $986.90)
  • $986.90 P/E (TTM): 43.57X Cap: $923.32B
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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 $103.71)
  • $103.71 P/E (TTM): 15.72X Cap: $5.66B
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• Blue Owl Capital Inc. Class A (OWL $8.77)
  • $8.77 P/E (TTM): 90.2X Cap: $13.38B
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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 $8.77)
  • $8.77 P/E (TTM): 90.2X Cap: $13.38B
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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 $472.80)
  • $472.80 P/E (TTM): 62.63X Cap: $170.20B
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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 $128.82)
  • $128.82 P/E (TTM): 36.92X Cap: $15.20B
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• Trane Technologies plc (TT $420.21)
  • $420.21 P/E (TTM): 33.31X Cap: $93.36B
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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 $44.33)
  • $44.33 P/E (TTM): 42.44X Cap: $1.60B
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• Shift4 Payments Inc. Class A (FOUR $43.14)
  • $43.14 P/E (TTM): 67.57X Cap: $3.56B
  • View FOUR Profile
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• Cantaloupe Inc. (CTLP $10.34)
  • $10.34 P/E (TTM): 14.33X Cap: $771M
  • View CTLP Profile
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• Cellebrite DI Ltd. (CLBT $14.43)
  • $14.43 Cap: $3.62B
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• Sportradar Group AG (SRAD $18.66)
  • $18.66 Cap: $5.72B
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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 $302.20)
  • $302.20 P/E (TTM): 28.53X Cap: $3.67T
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• Pason Systems Inc. (PSI $12.54)
  • $12.54 P/E (TTM): 19.07X Cap: $984M
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• Microsoft CDR (CAD Hedged) (MSFT $28.07)
  • $28.07 P/E (TTM): 29.68X Cap: $4.08T
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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