Investment Q&A

• Amazon.com Inc. (AMZN $204.08)
  • $204.08 P/E (TTM): 29.11X Cap: $2.22T
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• Intuitive Surgical Inc. (ISRG $496.12)
  • $496.12 P/E (TTM): 62.62X Cap: $175.84B
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• NVIDIA Corporation (NVDA $190.05)
  • $190.05 P/E (TTM): 47.16X Cap: $4.58T
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• Booking Holdings Inc. (BKNG $4,312.44)
  • $4,312.44 P/E (TTM): 27.6X Cap: $139B
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• Sherwin-Williams Company (The) (SHW $366.97)
  • $366.97 P/E (TTM): 35.18X Cap: $90.96B
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• Stryker Corporation (SYK $363.70)
  • $363.70 P/E (TTM): 46.79X Cap: $138.07B
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• Meta CDR (CAD Hedged) (META $35.99)
  • $35.99 P/E (TTM): 28.83X Cap: $2.30T
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• ASML Holding N.V. (ASML $1,435.63)
  • $1,435.63 P/E (TTM): 63.92X Cap: $555.95B
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• Axon Enterprise Inc. (AXON $434.45)
  • $434.45 P/E (TTM): 136.84X Cap: $35.47B
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• Uber Technologies Inc. (UBER $71.01)
  • $71.01 P/E (TTM): 9.5X Cap: $152.72B
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• CrowdStrike Holdings Inc. (CRWD $415.81)
  • $415.81 Cap: $104.21B
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• Vertiv Holdings LLC Class A (VRT $248.51)
  • $248.51 P/E (TTM): 76.23X Cap: $76.32B
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• Trane Technologies plc (TT $472.54)
  • $472.54 P/E (TTM): 35.42X Cap: $102.11B
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• Flutter Entertainment Plc (FLUT $144.28)
  • $144.28 Cap: $27.17B
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Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.

Any other suggestions?

Thank you.

Upvote 6

Read Answer Asked by Doug on February 19, 2025

• Vanguard S&P 500 ETF (VOO $636.35)
  • $636.35 P/E (TTM): 25.69X Cap: $840.27B
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• State Street SPDR S&P 500 ETF Trust (SPY $691.96)
  • $691.96 P/E (TTM): 26.17X Cap: $708.85B
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Q: Mr Warren Buffet has recently sold his entire positions in SPY and VOO.. Can you explain or help rationalize this move?

I currently hold VOO. Would you consider these ETFs a BUY/HOLD/SELL?

Thank you for your time. Cheers

Upvote 6

Read Answer Asked by Nick on February 18, 2025

• Hims & Hers Health Inc. Class A (HIMS $16.69)
  • $16.69 P/E (TTM): 36.47X Cap: $5.55B
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Q: HIMS

Why the strength in Shares. What is RFK Jr stance on these weight losing companies . 50 % of Americans are overweight and this effects their health , Please comment on other LLY and NOVO Thank you RAK

Upvote 1

Read Answer Asked by bob on February 18, 2025

• RxSight Inc. (RXST $8.03)
  • $8.03 Cap: $330M
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Q: Can I get your updated views on this company?

Upvote 1

Read Answer Asked by Mike on February 18, 2025

• Strategy Inc (MSTR $126.07)
  • $126.07 P/E (TTM): 6.57X Cap: $36.22B
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• Vertiv Holdings LLC Class A (VRT $248.51)
  • $248.51 P/E (TTM): 76.23X Cap: $76.32B
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• Snowflake Inc. (SNOW $178.83)
  • $178.83 Cap: $62.47B
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• Upstart Holdings Inc. (UPST $33.10)
  • $33.10 P/E (TTM): 161.88X Cap: $3.79B
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• Affirm Holdings Inc. (AFRM $56.54)
  • $56.54 P/E (TTM): 69.82X Cap: $19.87B
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• Cantaloupe Inc. (CTLP $10.47)
  • $10.47 P/E (TTM): 14.34X Cap: $777M
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• Cellebrite DI Ltd. (CLBT $14.26)
  • $14.26 Cap: $3.57B
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• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
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• Symbotic Inc. (SYM $58.40)
  • $58.40 Cap: $37.76B
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• TransMedics Group Inc. (TMDX $133.30)
  • $133.30 P/E (TTM): 54.98X Cap: $4.55B
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• ReposiTrak Inc. (TRAK $10.32)
  • $10.32 P/E (TTM): 29.0X Cap: $194M
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Q: Please rank the following for a new growth position today: VRT, CLBT, SYM, AFRM, UPST, TRAK, FI, SNOW, TMDX, MSTR, CTLP

Upvote 18

Read Answer Asked by Andrew on February 18, 2025

• Intuitive Surgical Inc. (ISRG $496.12)
  • $496.12 P/E (TTM): 62.62X Cap: $175.84B
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• Celestica Inc. (CLS $401.83)
  • $401.83 P/E (TTM): 51.58X Cap: $46.47B
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• Axon Enterprise Inc. (AXON $434.45)
  • $434.45 P/E (TTM): 136.84X Cap: $35.47B
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• Comfort Systems USA Inc. (FIX $1,338.65)
  • $1,338.65 P/E (TTM): 54.37X Cap: $44.78B
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• Construction Partners Inc. (ROAD $134.21)
  • $134.21 P/E (TTM): 69.58X Cap: $7.21B
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• Berkshire Hathaway Inc. (BRK.B $500.02)
  • $500.02 P/E (TTM): 15.93X Cap: $1.07T
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• Vertiv Holdings LLC Class A (VRT $248.51)
  • $248.51 P/E (TTM): 76.23X Cap: $76.32B
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• Shift4 Payments Inc. Class A (FOUR $58.74)
  • $58.74 P/E (TTM): 27.52X Cap: $5.20B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.31)
  • $63.31 P/E (TTM): 91.39X Cap: $145.29B
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Q: Please rate the following stocks to purchase today for a long term hold.

Upvote 23

Read Answer Asked by Ben on February 18, 2025

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.07)
  • $12.07 Cap: $1.72B
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• Trane Technologies plc (TT $472.54)
  • $472.54 P/E (TTM): 35.42X Cap: $102.11B
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Q: Trane has fallen a bit from the peak what are your thoughts on growth outlook moving forward? I’m up about 100% should I be moving on.

What is the outlook for LSPD? I’m taking a loss on this one and have held on for a few years, is there a chance this will gain any growth or should I cut my losses

Thanks!!

Upvote 3

Read Answer Asked by Mark on February 18, 2025

• CVS Health Corporation (CVS $77.02)
  • $77.02 P/E (TTM): 199.39X Cap: $96.09B
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Q: Hi there

I own CVS as part of a diversified portfolio. I’ve held it through its latest funk of a year or more. Suddenly as the result of a somewhat promising earnings report yesterday it’s on a nice uptick.

It’s quite cheap with a nice dividend but some say that’s for a reason even though they seem to have assembled all the pieces for complete healthcare service offering (pharmacy, insurance, medical services tied to us heaithcare program).

Can you give me your thoughts going forward? Buy/Add? Hold? Sell?

Thank you !

Upvote 2

Read Answer Asked by Robert on February 18, 2025

• ADTRAN Holdings Inc. (ADTN $10.38)
  • $10.38 Cap: $831M
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Q: After several miserable years, ADTRAN seems finally to be attracting market attention. Would this business be a good addition at current prices? ( and what do you show for forward P/E and PEG please).

Upvote 1

Read Answer Asked by Adam on February 18, 2025

• DuPont de Nemours Inc. (DD $51.53)
  • $51.53 Cap: $20.70B
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Q: Not many questions on this one. BMO have a high price target on DD for some time now. They just reported earnings. Would it be a good/safer investment in these rocky markets or value trap? How much of their revenues come from US vs International ? Thanks.

Upvote 1

Read Answer Asked by Denise on February 18, 2025

• QuantumScape Corporation (QS $8.82)
  • $8.82 Cap: $5.37B
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Q: Any red flags with QS’S latest numbers? They state the yearly loss is within guidance…do you agree? I don’t mind the loss provided the company is meeting its internal metrics, the loss is within guidance and company profits are within the realm of possibility. Is Bill Gates a shareholder through one of his funds? Thanks for all you do!
Jim

Upvote 1

Read Answer Asked by James on February 18, 2025

• The Trade Desk Inc. (TTD $27.23)
  • $27.23 P/E (TTM): 31.08X Cap: $13.60B
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• CECO Environmental Corp. (CECO $76.18)
  • $76.18 P/E (TTM): 51.96X Cap: $2.61B
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• Aspen Aerogels Inc. (ASPN $3.51)
  • $3.51 Cap: $287M
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• Construction Partners Inc. (ROAD $134.21)
  • $134.21 P/E (TTM): 69.58X Cap: $7.21B
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• SPS Commerce Inc. (SPSC $68.54)
  • $68.54 P/E (TTM): 33.85X Cap: $2.58B
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• Powell Industries Inc. (POWL $592.35)
  • $592.35 P/E (TTM): 36.49X Cap: $6.92B
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• Datadog Inc. (DDOG $127.33)
  • $127.33 P/E (TTM): 356.28X Cap: $45.47B
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• Vertiv Holdings LLC Class A (VRT $248.51)
  • $248.51 P/E (TTM): 76.23X Cap: $76.32B
  • View VRT Profile
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• Celsius Holdings Inc. (CELH $44.35)
  • $44.35 P/E (TTM): 434.55X Cap: $11.94B
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• Cellebrite DI Ltd. (CLBT $14.26)
  • $14.26 Cap: $3.57B
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• TransMedics Group Inc. (TMDX $133.30)
  • $133.30 P/E (TTM): 54.98X Cap: $4.55B
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Q: Hello 5i,

The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.

Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.

If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!

Thank you for all of your help and wisdom.

D&J

Upvote 10

Read Answer Asked by Jerry on February 18, 2025

• Freshworks Inc. (FRSH $7.30)
  • $7.30 Cap: $2.46B
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Q: Hi 5i Team,
Pls comment on Fresh Work quarterly earning,
Do you still like it, would you be a buyer?
Thanks.

Upvote 2

Read Answer Asked by Pui on February 18, 2025

• Okta Inc. (OKTA $88.18)
  • $88.18 P/E (TTM): 86.45X Cap: $15.67B
  • View OKTA Profile
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Q: What are the prospects for of OKTA.US for along term hold. Is selling a put preferable to purchasing and selling covered calls.

Thanks

Thomas

Upvote 2

Read Answer Asked by Thomas on February 18, 2025

• Boston Scientific Corporation (BSX $73.47)
  • $73.47 P/E (TTM): 39.64X Cap: $110.07B
  • View BSX Profile
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Q: Hello,

Thoughts on starting a position here? Long term hold.

Upvote 5

Read Answer Asked by Satish on February 14, 2025

• Abbott Laboratories (ABT $113.59)
  • $113.59 P/E (TTM): 13.94X Cap: $195.24B
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• Eli Lilly and Company (LLY $1,015.21)
  • $1,015.21 P/E (TTM): 51.11X Cap: $959.76B
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• Pfizer Inc. (PFE $27.73)
  • $27.73 P/E (TTM): 15.73X Cap: $156.98B
  • View PFE Profile
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• Novo Nordisk A/S (NVO $48.74)
  • $48.74 P/E (TTM): 14.03X Cap: $363.68B
  • View NVO Profile
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• Moderna Inc. (MRNA $40.51)
  • $40.51 Cap: $16.40B
  • View MRNA Profile
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Q: Hello,

Given the current price levels of both MRNA and PFE would this be a good time to take position in either one of those? If so which one would you recommend.

Thank you!

Upvote 3

Read Answer Asked by Irek on February 14, 2025

• Super Micro Computer Inc. (SMCI $32.04)
  • $32.04 P/E (TTM): 26.4X Cap: $19.96B
  • View SMCI Profile
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Q: Previously, I noticed that the 5i team held SMCI stock, which was sold during the downturn. I'd love to hear your thoughts on the recent earnings release and the company's future prospects. Is SMCI a buy or hold at this point? Your insight is greatly appreciated, thank you.

Upvote 6

Read Answer Asked by Esther on February 14, 2025

• Quanta Services Inc. (PWR $523.96)
  • $523.96 P/E (TTM): 76.23X Cap: $78.13B
  • View PWR Profile
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Q: Your thoughts on this one going forward. It has been on a slight downward trend last 3 month or so. I have done well and wondering if take profits, add to it (only 3% position) or just hold for now.

Thanks so much for your guidance.

Upvote 1

Read Answer Asked by Dale on February 14, 2025

• Simplify Hedged Equity ETF (HEQT $32.57)
  • $32.57 P/E (TTM): 25.76X Cap: $339M
  • View HEQT Profile
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Q: Hi, I asked a question about HEQT.US (Simplify Hedged Equity ETF) but I think the answer referred to HEQT.TO. I am interested in what you think about this ETF with the following description : The Simplify Hedged Equity ETF (HEQT) seeks to provide capital appreciation by offering US large cap exposure while investing in a series of put-spread collars designed to help reduce volatility.

How would you rate its performance, especially if we assume a sideways to down year? Thanks!

Upvote 1

Read Answer Asked by TK on February 14, 2025

• Vertex Pharmaceuticals Incorporated (VRTX $461.24)
  • $461.24 P/E (TTM): 32.93X Cap: $117.02B
  • View VRTX Profile
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Q: May I please get your thoughts on this company? I like their new non-opioid pain killer that was just approved by the FDA for a strong growth prospect. I am curious what you think about the existing business and the fundamentals/financials of the company. Thanks.

Upvote 2

Read Answer Asked by Marco on February 14, 2025