Investment Q&A

• Alphabet Inc. (GOOG $344.90)
  • $344.90 P/E (TTM): 33.42X Cap: $4.07T
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Q: Everyone, things work until they don’t. When will the magnificent Seven Tech darlings stop working? Clayton

Upvote 14

Read Answer Asked by Clayton on January 20, 2025

• Alphabet Inc. (GOOG $344.90)
  • $344.90 P/E (TTM): 33.42X Cap: $4.07T
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• Intuitive Surgical Inc. (ISRG $496.73)
  • $496.73 P/E (TTM): 66.61X Cap: $178.74B
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• NVIDIA Corporation (NVDA $185.61)
  • $185.61 P/E (TTM): 47.43X Cap: $4.64T
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• Booking Holdings Inc. (BKNG $5,122.25)
  • $5,122.25 P/E (TTM): 32.58X Cap: $165.10B
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• Vanguard S&P 500 ETF (VOO $639.68)
  • $639.68 P/E (TTM): 25.69X Cap: $843.82B
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• Vanguard Dividend Appreciation FTF (VIG $226.23)
  • $226.23 P/E (TTM): 25.07X Cap: $102.99B
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• Berkshire Hathaway Inc. (BRK.B $487.29)
  • $487.29 P/E (TTM): 15.37X Cap: $1.03T
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• ISHARES TRUST (IUSG $169.77)
  • $169.77 P/E (TTM): 29.64X Cap: $27.63B
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Q: Good Morning. I have US dollars that I want to invest for my recently born grandchildren so there is a 15-20 year timeframe. Please advise 5 ideas, US $ stocks or etfs, and rank in order from low risk to high. I will likely purchase a mix and compare how they perform over time. Thank you.

Upvote 16

Read Answer Asked by Catherine on January 20, 2025

• Signet Jewelers Limited (SIG $94.76)
  • $94.76 P/E (TTM): 27.63X Cap: $3.68B
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Q: Hi 5i
What was the reason for the share drop this week....Where do you see the company going from here?
Would this company hold any interest for 5I and if so at what price would it be attractive..
Thx

Upvote 1

Read Answer Asked by jim on January 20, 2025

• Amazon.com Inc. (AMZN $242.96)
  • $242.96 P/E (TTM): 33.8X Cap: $2.55T
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• Alphabet Inc. (GOOG $344.90)
  • $344.90 P/E (TTM): 33.42X Cap: $4.07T
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• Intuitive Surgical Inc. (ISRG $496.73)
  • $496.73 P/E (TTM): 66.61X Cap: $178.74B
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• NVIDIA Corporation (NVDA $185.61)
  • $185.61 P/E (TTM): 47.43X Cap: $4.64T
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• Booking Holdings Inc. (BKNG $5,122.25)
  • $5,122.25 P/E (TTM): 32.58X Cap: $165.10B
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• Salesforce Inc. (CRM $210.81)
  • $210.81 P/E (TTM): 28.34X Cap: $197.52B
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• Berkshire Hathaway Inc. (BRK.B $487.29)
  • $487.29 P/E (TTM): 15.37X Cap: $1.03T
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Q: I'm interested in investing in some U.S. companies by using CDR's. As the years go by it seems the list is getting longer. Based on current conditions and valuations which 8 CDR's have the greatest chance for capital appreciation in 2025? Please rank them from greatest potential to least potential.

Upvote 17

Read Answer Asked by Les on January 20, 2025

Q: The market cap of this roll up company is 5.6 Billions and they have about 5 Billions in cash. They try to buy their first company Beacon roofing now. Do you think it is a good idea to buy a small position at the current price for the long term ? Thank you

Upvote 2

Read Answer Asked by jean on January 18, 2025

• Axon Enterprise Inc. (AXON $459.99)
  • $459.99 P/E (TTM): 152.55X Cap: $38.38B
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• Cellebrite DI Ltd. (CLBT $14.90)
  • $14.90 Cap: $3.52B
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Q: This stock has been on quite a run the last number of sessions. It looked like it was consolidating in the $21 range but up lately.

What would be a fair entry point and do you feel that it's priced to perfection already?

If one had to add AXON or CLBT to their TFSA which has the best long term prospects? My thought is AXON ....

Upvote 7

Read Answer Asked by Michael on January 17, 2025

• Fluor Corporation (FLR $46.88)
  • $46.88 P/E (TTM): 2.34X Cap: $7.55B
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• Marsh & McLennan Companies Inc. (MMC)
  • P/E (TTM): 22.33X Cap: $89.60B
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• Republic Services Inc. (RSG $215.73)
  • $215.73 P/E (TTM): 32.01X Cap: $66.78B
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• The Travelers Companies Inc. (TRV $285.63)
  • $285.63 P/E (TTM): 11.19X Cap: $63.46B
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• Waste Management Inc. (WM $223.16)
  • $223.16 P/E (TTM): 34.94X Cap: $89.53B
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• CBRE Group Inc Class A (CBRE $169.36)
  • $169.36 P/E (TTM): 42.06X Cap: $50.68B
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• AECOM (ACM $96.81)
  • $96.81 P/E (TTM): 22.9X Cap: $12.60B
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• Jacobs Solutions Inc. (J $136.88)
  • $136.88 P/E (TTM): 56.83X Cap: $16.06B
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Q: With the aftermath of the California disaster, which companies could be involved in all levels of rebuilding those areas ( Engineering, construction, cleanup, etc.).
Thank you.

Upvote 3

Read Answer Asked by Jacques on January 17, 2025

• Freeport-McMoRan Inc. (FCX $60.76)
  • $60.76 P/E (TTM): 42.12X Cap: $86.48B
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Q: I recently purchased FCX and watched it go down 20%. What is the reason? Is it time to add? Is more patience required?
Thanks!

Upvote 6

Read Answer Asked by ALBERT on January 17, 2025

• NVIDIA Corporation (NVDA $185.61)
  • $185.61 P/E (TTM): 47.43X Cap: $4.64T
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• Vertiv Holdings LLC Class A (VRT $190.01)
  • $190.01 P/E (TTM): 70.26X Cap: $72.64B
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Q: Hi. Do you still see AI story intact for 2025? If so, what stocks would you buy? thanks,

J

Upvote 8

Read Answer Asked by John on January 17, 2025

• Apple Inc. (AAPL $270.01)
  • $270.01 P/E (TTM): 34.78X Cap: $3.81T
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• Amazon.com Inc. (AMZN $242.96)
  • $242.96 P/E (TTM): 33.8X Cap: $2.55T
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• Alphabet Inc. (GOOG $344.90)
  • $344.90 P/E (TTM): 33.42X Cap: $4.07T
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• Microsoft Corporation (MSFT $423.37)
  • $423.37 P/E (TTM): 30.6X Cap: $3.14T
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• NVIDIA Corporation (NVDA $185.61)
  • $185.61 P/E (TTM): 47.43X Cap: $4.64T
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Q: Apple and Microsoft have grown to be well over 10% of my portfolio. I do not have Google or Amazon. Would you rebalance the 4 stocks into 4 equal parts? I also own NVDA.

Upvote 11

Read Answer Asked by Bryan on January 17, 2025

• Symbotic Inc. (SYM $54.13)
  • $54.13 Cap: $32.60B
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Q: Between December and now, has your view of SYM changed? Have they cleaned up their issues that caused the drop in November? The short ratio is still quite high. Your overall thoughts would be appreciated. Thanks.

Upvote 1

Read Answer Asked by Alex on January 17, 2025

• NVIDIA Corporation (NVDA $185.61)
  • $185.61 P/E (TTM): 47.43X Cap: $4.64T
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Q: NVDX Can you tell me anything about this ETF. I see no data. Is it investible?

Upvote 2

Read Answer Asked by Helen on January 17, 2025

• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.84B
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• Datadog Inc. (DDOG $129.05)
  • $129.05 P/E (TTM): 404.12X Cap: $45.34B
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Q: Hi Folks!

Could you tell me what the 24 month expected growth is for Datadog and Celestica? Do you see this as a good entry point or are these companies expensive based on your metrics? They have had quite the run up.
Would you wait for a pull back or be fine hopping in now.
This is for a 2-3 year hold.

Thanks so much for all you do!

Upvote 8

Read Answer Asked by Josh on January 17, 2025

• FuboTV Inc. Class A (FUBO $2.27)
  • $2.27 P/E (TTM): 6.19X Cap: $2.95B
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Q: Is Fubo a good buy today?

Upvote 1

Read Answer Asked by Danielle on January 17, 2025

• Intuitive Surgical Inc. (ISRG $496.73)
  • $496.73 P/E (TTM): 66.61X Cap: $178.74B
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Q: Your comments please on recent earnings. The stock is expensive as per past comments, but would you continue to accumulate.

Thanks

Upvote 4

Read Answer Asked by Greg on January 17, 2025

• UnitedHealth Group Incorporated (DE) (UNH $285.59)
  • $285.59 P/E (TTM): 14.97X Cap: $259.91B
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Q: With the most recent earnings call, and missing expectations just a bit, then the sell off, would you be a buyer i) for this sector and ii) for this specific stock?
Thanks

Upvote 2

Read Answer Asked by Phil on January 17, 2025

• Intuitive Surgical Inc. (ISRG $496.73)
  • $496.73 P/E (TTM): 66.61X Cap: $178.74B
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Q: I have pretty much decided to put my TFSA contrib into Intuitive Surgical. Can you talk me out of it giving one or two arguments against (other than valuation as its always expensive)? Thanks

Upvote 9

Read Answer Asked by Martin on January 17, 2025

• Intuitive Surgical Inc. (ISRG $496.73)
  • $496.73 P/E (TTM): 66.61X Cap: $178.74B
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• Quanta Services Inc. (PWR $477.77)
  • $477.77 P/E (TTM): 70.32X Cap: $71.24B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,270.43)
  • $2,270.43 P/E (TTM): 7.5X Cap: $47.92B
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• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.84B
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• Arista Networks Inc. (ANET $138.37)
  • $138.37 P/E (TTM): 53.69X Cap: $178.49B
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• State Street SPDR S&P Homebuilders ETF (XHB $109.11)
  • $109.11 P/E (TTM): 15.87X Cap: $1.79B
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• Uber Technologies Inc. (UBER $80.84)
  • $80.84 P/E (TTM): 10.29X Cap: $167.97B
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• CrowdStrike Holdings Inc. (CRWD $438.85)
  • $438.85 Cap: $110.63B
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Q: Can you rank the following stocks best to worst please? Thanks

Upvote 10

Read Answer Asked by Martin on January 17, 2025

Q: Hi 5i,

Looking at PSIX on NASDAQ, what is your take on this stock?

It's not listed here, Power Solutions Intlc inc

Thanks

Upvote 1

Read Answer Asked by Francois on January 17, 2025

• Vertiv Holdings LLC Class A (VRT $190.01)
  • $190.01 P/E (TTM): 70.26X Cap: $72.64B
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• Cellebrite DI Ltd. (CLBT $14.90)
  • $14.90 Cap: $3.52B
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• Symbotic Inc. (SYM $54.13)
  • $54.13 Cap: $32.60B
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• Nebius Group N.V. (NBIS $88.16)
  • $88.16 Cap: $20.99B
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Q: Dear 5i
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C

Upvote 7

Read Answer Asked by Bill on January 17, 2025