Investment Q&A

• The Boeing Company (BA $240.60)
  • $240.60 P/E (TTM): 94.15X Cap: $186.72B
  • View BA Profile
  • View Questions on BA
• Lockheed Martin Corporation (LMT $519.94)
  • $519.94 P/E (TTM): 23.84X Cap: $120.12B
  • View LMT Profile
  • View Questions on LMT
• Northrop Grumman Corporation (NOC $551.80)
  • $551.80 P/E (TTM): 17.19X Cap: $79.29B
  • View NOC Profile
  • View Questions on NOC
• RTX Corporation (RTX $178.11)
  • $178.11 P/E (TTM): 33.51X Cap: $240.90B
  • View RTX Profile
  • View Questions on RTX
• Select STOXX Europe Aerospace & Defense ETF (EUAD $39.37)
  • $39.37 P/E (TTM): 193.9X Cap: $1.22B
  • View EUAD Profile
  • View Questions on EUAD

Q: Given today's world politics, what are your views of defense stocks, both European and North American examples: AIRBUS, NOC, BA and European contractors etc?
Thank you again for your terrific service
brian

Upvote 2

Read Answer Asked by Brian on June 02, 2025

• Heritage Insurance Holdings Inc. (HRTG $22.02)
  • $22.02 P/E (TTM): 3.51X Cap: $673M
  • View HRTG Profile
  • View Questions on HRTG

Q: I would like you opinion on this company . I am considering a small position

Upvote 4

Read Answer Asked by Leon on June 02, 2025

• NVIDIA Corporation (NVDA $225.83)
  • $225.83 P/E (TTM): 44.78X Cap: $5.36T
  • View NVDA Profile
  • View Questions on NVDA
• HP Inc. (HPQ $21.26)
  • $21.26 P/E (TTM): 8.21X Cap: $19.34B
  • View HPQ Profile
  • View Questions on HPQ
• Dell Technologies Inc. Class C (DELL $243.87)
  • $243.87 P/E (TTM): 28.46X Cap: $155.20B
  • View DELL Profile
  • View Questions on DELL

Q: Hi 5i
What is your current opinion and outlook for Dell, given Nvda results. How comfortable would you be holding going into earnings today? Are they expected to meet their estimates or is it essentially a coin toss? They seem to be on a continued downward path.
Are Dell and HPQ considered similar ?

Would 5I have any interest in Dell at current prices?
Thx

Upvote 3

Read Answer Asked by jim on June 02, 2025

• Salesforce Inc. (CRM $165.84)
  • $165.84 P/E (TTM): 22.76X Cap: $158.11B
  • View CRM Profile
  • View Questions on CRM
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $347.20)
  • $347.20 P/E (TTM): 54.19X Cap: $4.01B
  • View HPS.A Profile
  • View Questions on HPS.A
• ServiceNow Inc. (NOW $87.05)
  • $87.05 P/E (TTM): 54.72X Cap: $91.75B
  • View NOW Profile
  • View Questions on NOW
• kneat.com inc. (KSI $5.09)
  • $5.09 Cap: $506M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Vitalhub Corp. (VHI $7.33)
  • $7.33 P/E (TTM): 79.7X Cap: $482M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Construction Partners Inc. (ROAD $126.87)
  • $126.87 P/E (TTM): 61.85X Cap: $7.17B
  • View ROAD Profile
  • View Questions on ROAD
• Synopsys Inc. (SNPS $509.28)
  • $509.28 P/E (TTM): 79.54X Cap: $98.31B
  • View SNPS Profile
  • View Questions on SNPS
• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $40.87)
  • $40.87 P/E (TTM): 59.33X Cap: $3.23B
  • View FOUR Profile
  • View Questions on FOUR
• Genius Sports Limited (GENI $4.21)
  • $4.21 Cap: $1.14B
  • View GENI Profile
  • View Questions on GENI
• Cellebrite DI Ltd. (CLBT $12.10)
  • $12.10 Cap: $3.17B
  • View CLBT Profile
  • View Questions on CLBT
• Sportradar Group AG (SRAD $12.45)
  • $12.45 Cap: $3.94B
  • View SRAD Profile
  • View Questions on SRAD

Q: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD

Upvote 11

Read Answer Asked by Kim on June 02, 2025

• Ulta Beauty Inc. (ULTA $492.15)
  • $492.15 P/E (TTM): 19.97X Cap: $22B
  • View ULTA Profile
  • View Questions on ULTA

Q: Do the results of the last quarter, published today, do anything to restore confidence in the stock? I would like to have your opinion.
Thank you!

Upvote 1

Read Answer Asked by jonathan on June 02, 2025

• Tesla Inc. (TSLA $445.27)
  • $445.27 P/E (TTM): 408.26X Cap: $1.62T
  • View TSLA Profile
  • View Questions on TSLA
• Palantir Technologies Inc. (PLTR $130.05)
  • $130.05 P/E (TTM): 217.29X Cap: $326.03B
  • View PLTR Profile
  • View Questions on PLTR

Q: Hi 5i, Which stock do you prefer today for a new cash deployment TSLA or PLTR ? 3 years hold.
thanks

Upvote 4

Read Answer Asked by Fernando on June 02, 2025

• Gap Inc. (The) (GAP $21.02)
  • $21.02 P/E (TTM): 10.21X Cap: $8.53B
  • View GAP Profile
  • View Questions on GAP

Q: Gap is down $ 5.00 today on China Tariffs effect . Would you buy it here for a trade .RAK

Upvote 1

Read Answer Asked by bob on June 02, 2025

• Abercrombie & Fitch Company (ANF $71.90)
  • $71.90 P/E (TTM): 6.91X Cap: $3.26B
  • View ANF Profile
  • View Questions on ANF

Q: Having recently reported quarterly results could you review them and discuss whether you think the company is continuing to recover and represents a good retailer to buy at this point? Thank you.

Upvote 1

Read Answer Asked by John on June 02, 2025

• Costco Wholesale Corporation (COST $1,033.08)
  • $1,033.08 P/E (TTM): 69.46X Cap: $453.35B
  • View COST Profile
  • View Questions on COST

Q: I would appreciate your current thoughts about the company and comments on Costco's recent earnings report. Thank you

Upvote 5

Read Answer Asked by Patrick on June 02, 2025

• Sprouts Farmers Market Inc. (SFM $88.27)
  • $88.27 P/E (TTM): 15.36X Cap: $8.30B
  • View SFM Profile
  • View Questions on SFM

Q: Hi - Would you consider this a good entry price for SFM, taking into consideration valuation and growth potential? Or do you think it is a bit ahead of itself?

Upvote 1

Read Answer Asked by Doug on June 02, 2025

• Adobe Inc. (ADBE $236.07)
  • $236.07 P/E (TTM): 14.34X Cap: $97.34B
  • View ADBE Profile
  • View Questions on ADBE
• Amazon.com Inc. (AMZN $270.13)
  • $270.13 P/E (TTM): 37.52X Cap: $2.85T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $399.04)
  • $399.04 P/E (TTM): 35.78X Cap: $4.70T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $432.27)
  • $432.27 P/E (TTM): 51.04X Cap: $152.95B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $225.83)
  • $225.83 P/E (TTM): 44.78X Cap: $5.36T
  • View NVDA Profile
  • View Questions on NVDA
• JPMorgan Chase & Co. (JPM $300.25)
  • $300.25 P/E (TTM): 14.99X Cap: $816.92B
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY $1,015.75)
  • $1,015.75 P/E (TTM): 42.13X Cap: $932.20B
  • View LLY Profile
  • View Questions on LLY
• Applovin Corporation (APP $453.53)
  • $453.53 P/E (TTM): 49.07X Cap: $164.84B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $201.80)
  • $201.80 P/E (TTM): 48.67X Cap: $54.69B
  • View COIN Profile
  • View Questions on COIN
• Robinhood Markets Inc. (HOOD $76.75)
  • $76.75 P/E (TTM): 39.6X Cap: $70.48B
  • View HOOD Profile
  • View Questions on HOOD

Q: I enjoy all the questions that pass through. I’m not into day trading but certainly add a couple swing trades in as a boost as well as selling calls.

With the question you answered about Canadian companies for day trading would you please provide a few US names that would fit your criteria.

Thank you.

Upvote 8

Read Answer Asked by Adam on June 02, 2025

• Nebius Group N.V. (NBIS $207.27)
  • $207.27 Cap: $45.47B
  • View NBIS Profile
  • View Questions on NBIS

Q: Can you comment on this stock? Seems to be quite the roller coaster. I feel sick because I sold it near a low and then recently bought it back. It’s down quite a bit again since my recent purchase. Down about 7% pre market. I think they are issuing more shares to raise money. Thanks,

Jason

Upvote 6

Read Answer Asked by Jason on June 02, 2025

Q: With the competition in search would selling
Alphabet and purchasing Amazon makes sense?
With appreciation,
Ed

Upvote 4

Read Answer Asked by Ed on June 02, 2025

• T-Mobile US Inc. (TMUS $190.28)
  • $190.28 P/E (TTM): 19.63X Cap: $209.19B
  • View TMUS Profile
  • View Questions on TMUS

Q: Most of the telecom sector seems to be drowning in expenses and regulation. What is setting tmus apart and will this continue? Do you still see it as an attractive investment?

Upvote 2

Read Answer Asked by Peter on June 02, 2025

• LGI Homes Inc. (LGIH $45.48)
  • $45.48 P/E (TTM): 15.11X Cap: $1.08B
  • View LGIH Profile
  • View Questions on LGIH
• NVR Inc. (NVR $5,720.10)
  • $5,720.10 P/E (TTM): 13.54X Cap: $15.64B
  • View NVR Profile
  • View Questions on NVR
• Green Brick Partners Inc. (GRBK $63.41)
  • $63.41 P/E (TTM): 9.15X Cap: $2.83B
  • View GRBK Profile
  • View Questions on GRBK

Q: What would be your entry point for these three please? Also do you still hold NVR’s management and unique business model in high regard?

Upvote 1

Read Answer Asked by MG on May 30, 2025

• Hut 8 Corp. (HUT $148.26)
  • $148.26 Cap: $16.53B
  • View HUT Profile
  • View Questions on HUT

Q: what are your thoughts on this company?

Upvote 3

Read Answer Asked by cindy on May 30, 2025

• Republic Services Inc. (RSG $203.67)
  • $203.67 P/E (TTM): 28.87X Cap: $62.26B
  • View RSG Profile
  • View Questions on RSG
• Waste Management Inc. (WM $216.44)
  • $216.44 P/E (TTM): 31.96X Cap: $87.40B
  • View WM Profile
  • View Questions on WM
• Casella Waste Systems Inc. (CWST $84.31)
  • $84.31 P/E (TTM): 692.92X Cap: $5.38B
  • View CWST Profile
  • View Questions on CWST
• Waste Connections Inc. (WCN $208.33)
  • $208.33 P/E (TTM): 35.7X Cap: $52.86B
  • View WCN Profile
  • View Questions on WCN
• GFL Environmental Inc. subordinate voting shares (GFL $49.61)
  • $49.61 P/E (TTM): 5.14X Cap: $17.92B
  • View GFL Profile
  • View Questions on GFL

Q: Hello folks:
How would you rate RSG as an investment. These waste management systems appear pretty recession proof; are there better examples?
Thanks again for your great service
brian

Upvote 3

Read Answer Asked by Brian on May 30, 2025

• Veeva Systems Inc. Class A (VEEV $155.73)
  • $155.73 P/E (TTM): 29.29X Cap: $26B
  • View VEEV Profile
  • View Questions on VEEV

Q: Good Morning

I have been a long term holder of veev for over 5years at 266$ US and now finally above water
The question becomes do we continue to hold or do you believe this company has found it way back and has what it takes to continue to grow and prosper into the future or could this be just a one off?

thks
Marcel

Upvote 1

Read Answer Asked by Marcel on May 30, 2025

• Alphabet Inc. (GOOG $399.04)
  • $399.04 P/E (TTM): 35.78X Cap: $4.70T
  • View GOOG Profile
  • View Questions on GOOG
• Salesforce Inc. (CRM $165.84)
  • $165.84 P/E (TTM): 22.76X Cap: $158.11B
  • View CRM Profile
  • View Questions on CRM

Q: Hi,
I like your your opinion on salesforces' earning? The earning itself look very decent, but why did it drop 5% today? And what do you think of its long-term outlook compare to others in its industry. is there a name you like better?

Upvote 4

Read Answer Asked by Danny on May 30, 2025

• Alphabet Inc. (GOOG $399.04)
  • $399.04 P/E (TTM): 35.78X Cap: $4.70T
  • View GOOG Profile
  • View Questions on GOOG
• Alphabet Inc. (GOOGL $402.62)
  • $402.62 P/E (TTM): 35.95X Cap: $4.69T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $405.21)
  • $405.21 P/E (TTM): 25.81X Cap: $3.02T
  • View MSFT Profile
  • View Questions on MSFT
• Constellation Software Inc. (CSU $2,467.53)
  • $2,467.53 P/E (TTM): 72.05X Cap: $50.96B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hi Folks,
I would like to add to my position in either CSU, GOOGL or MSFT. May I have your opinion in what order you would add too and why. This would be in my TFSA account.
Thanks

Upvote 7

Read Answer Asked by JOHN on May 30, 2025