Investment Q&A

• Crocs Inc. (CROX $85.25)
  • $85.25 P/E (TTM): 28.22X Cap: $4.42B
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• Aspen Aerogels Inc. (ASPN $3.42)
  • $3.42 Cap: $282M
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• Viking Therapeutics Inc. (VKTX $33.88)
  • $33.88 Cap: $3.82B
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• Nu Holdings Ltd. Class A (NU $17.61)
  • $17.61 Cap: $84.85B
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• TransMedics Group Inc. (TMDX $141.77)
  • $141.77 P/E (TTM): 60.65X Cap: $4.84B
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Q: I currently own the following at a loss: ASPN, CROX, NU, TMDX, VKTX

You suggestions on which to:

1. Sell and look elsewhere for better opportunity
2. Sell and rebuy in 30 days
3. Add into current weakness

Upvote 2

Read Answer Asked by Kel on December 02, 2024

• Construction Partners Inc. (ROAD $105.34)
  • $105.34 P/E (TTM): 59.43X Cap: $5.95B
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• Shift4 Payments Inc. Class A (FOUR $70.79)
  • $70.79 P/E (TTM): 34.25X Cap: $6.27B
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• AppFolio Inc. (APPF $231.32)
  • $231.32 P/E (TTM): 40.77X Cap: $8.19B
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Q: You seem to be recommending these three stocks in some of your recent replies. Can you please rank them in order of highest projected or potentially growth over the next three or four years, as well as suitable entry prices? I appreciate your time.

Upvote 18

Read Answer Asked by William on December 02, 2024

• iShares Russell 2000 Growth ETF (IWO $322.63)
  • $322.63 P/E (TTM): 23.11X Cap: $13B
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• Vanguard S&P 500 ETF (VOO $626.58)
  • $626.58 P/E (TTM): 27.51X Cap: $760.05B
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Q: good morning - I have done well adding to VOO over the past two years. I recently took a position in IWO, anticipating a broader economic increase. What do you think about pruning VOO and adding to IWO? Or adding to a different US ETF?

thanks

Upvote 4

Read Answer Asked by alex on December 02, 2024

• iShares S&P U.S. Mid-Cap Index ETF (XMC $35.30)
  • $35.30 P/E (TTM): 19.61X Cap: $561M
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• Vanguard S&P 500 Index ETF (VFV $169.56)
  • $169.56 P/E (TTM): 27.07X Cap: $27.71B
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• Vanguard U.S. Total Market Index ETF (VUN $127.31)
  • $127.31 P/E (TTM): 27.14X Cap: $14.37B
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Q: Watching Bermans call. He suggests the midcap space in the US will flourish with Trump.
I have done quite well with VUN. What is your opinion re the large cap space vs the midcaps in the next 4 years.
Do you think this is so and with extra cash in my RRSP, would you just stick with the large cap ETF or go with the small cap ETF.

Which of the large cap ETF would you choose, VFV with a lower MER over VUN?
Is XMC your choice for the mid cap ETF?

Thanks
Jeff

Upvote 5

Read Answer Asked by JEFF on December 02, 2024

• Mastercard Incorporated (MA $545.91)
  • $545.91 P/E (TTM): 34.78X Cap: $490.22B
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• Visa Inc. (V $329.62)
  • $329.62 P/E (TTM): 32.39X Cap: $634.75B
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• Royal Bank of Canada (RY $216.21)
  • $216.21 P/E (TTM): 16.19X Cap: $303.77B
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• Toronto-Dominion Bank (The) (TD $118.20)
  • $118.20 P/E (TTM): 9.87X Cap: $201.79B
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• National Bank of Canada (NA $171.12)
  • $171.12 P/E (TTM): 16.5X Cap: $67.07B
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Q: Hello, I am looking to buy one of these stocks for a 5+ year term. Which order would you buy (most conviction to least) and at what entry point ?
I have funds in both US and CA TFSA accounts, so, it is not a big consideration.

Upvote 6

Read Answer Asked by Robbie on December 02, 2024

• Adobe Inc. (ADBE $322.81)
  • $322.81 P/E (TTM): 20.71X Cap: $135.12B
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• NextEra Energy Inc. (NEE $84.58)
  • $84.58 P/E (TTM): 26.96X Cap: $176.14B
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• Xylem Inc. New (XYL $139.42)
  • $139.42 P/E (TTM): 35.93X Cap: $33.94B
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• Palo Alto Networks Inc. (PANW $189.88)
  • $189.88 P/E (TTM): 118.82X Cap: $132.34B
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Q: Given that water is quickly becoming a commodity, do you think that Xylem is well positioned and considered a buy at current prices?

Would you consider Adobe, Palo Alto and Nextera buys at current prices or are there other names you prefer?

Regards
Tim

Upvote 4

Read Answer Asked by Timothy on December 02, 2024

• iShares Core Dividend Growth ETF (DGRO $69.22)
  • $69.22 P/E (TTM): 19.98X Cap: $35.39B
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• Schwab US Dividend Equity ETF (SCHD $27.40)
  • $27.40 P/E (TTM): 16.65X Cap: $70.58B
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Q: What is your top pick for a high-quality dividend grow to ETF for a long term hold (25+ years)? I have heard SCHD and DGRO are top choices.

Upvote 2

Read Answer Asked by Joe on December 02, 2024

• Amgen Inc. (AMGN $338.36)
  • $338.36 P/E (TTM): 26.06X Cap: $182.20B
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• Regeneron Pharmaceuticals Inc. (REGN $742.00)
  • $742.00 P/E (TTM): 17.94X Cap: $77.98B
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Q: Hi,
Could I please have you take on the stock performance of Regeneron Pharmaceuticals over the last year or so and its future prospects?
Thank you, Michael

Upvote 3

Read Answer Asked by Michael on December 02, 2024

• Axon Enterprise Inc. (AXON $537.75)
  • $537.75 P/E (TTM): 169.06X Cap: $42.43B
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• Cellebrite DI Ltd. (CLBT $17.81)
  • $17.81 Cap: $4.26B
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Q: Axon has had a huge move up

Would you buy at this price or wait for a better entry ?if so what price
What upside do u see for 2 years plus hold
Or would u invest in clbt alternatively ?do u see upside for next 2 years plus ?
Thanks

Upvote 12

Read Answer Asked by Indra on November 30, 2024

• Intuitive Surgical Inc. (ISRG $567.72)
  • $567.72 P/E (TTM): 74.95X Cap: $203.51B
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Q: Due to the low volume, is it ok to buy ISRG on the neo exchange?

Upvote 5

Read Answer Asked by Gary on November 30, 2024

• Micron Technology Inc. (MU $239.49)
  • $239.49 P/E (TTM): 31.68X Cap: $268.81B
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• Aspen Aerogels Inc. (ASPN $3.42)
  • $3.42 Cap: $282M
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• Cellebrite DI Ltd. (CLBT $17.81)
  • $17.81 Cap: $4.26B
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Q: Would you add to all of these stocks at these levels?

Upvote 3

Read Answer Asked by Gary on November 30, 2024

• Tortoise Energy Infrastructure Corporation (TYG $43.22)
  • $43.22 P/E (TTM): 20.07X Cap: $517M
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Q: TYG has had a very nice year. Up 65%. Yet PE is only 4.6 and Yield is 6.6%. Looking for growth and income would this be positive addition to my portfolio?

Thanks.

Upvote 1

Read Answer Asked by Donald on November 30, 2024

• Celestica Inc. (CLS $425.74)
  • $425.74 P/E (TTM): 52.68X Cap: $48.97B
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• Descartes Systems Group Inc. (The) (DSG $115.39)
  • $115.39 P/E (TTM): 48.43X Cap: $9.91B
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• Comfort Systems USA Inc. (FIX $935.78)
  • $935.78 P/E (TTM): 40.71X Cap: $33B
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• Construction Partners Inc. (ROAD $105.34)
  • $105.34 P/E (TTM): 59.43X Cap: $5.95B
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• Vertiv Holdings LLC Class A (VRT $180.91)
  • $180.91 P/E (TTM): 67.63X Cap: $69.08B
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• Shift4 Payments Inc. Class A (FOUR $70.79)
  • $70.79 P/E (TTM): 34.25X Cap: $6.27B
  • View FOUR Profile
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Q: 2025 just around the corner so looking to ensure I have the right exposure to stocks that can outperform the index. Which would be your top 3 stocks out of the group?

Upvote 16

Read Answer Asked by Sal on November 30, 2024

• Axon Enterprise Inc. (AXON $537.75)
  • $537.75 P/E (TTM): 169.06X Cap: $42.43B
  • View AXON Profile
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• Cellebrite DI Ltd. (CLBT $17.81)
  • $17.81 Cap: $4.26B
  • View CLBT Profile
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Q: What do you view as the likelihood of AXON acquiring CLBT? They have a partnership in place and with CLBT looking for a new CEO, AXON might see an opportunity.

Upvote 4

Read Answer Asked by Sal on November 30, 2024

• Axon Enterprise Inc. (AXON $537.75)
  • $537.75 P/E (TTM): 169.06X Cap: $42.43B
  • View AXON Profile
  • View Questions on AXON
• Shift4 Payments Inc. Class A (FOUR $70.79)
  • $70.79 P/E (TTM): 34.25X Cap: $6.27B
  • View FOUR Profile
  • View Questions on FOUR

Q: Hi, Axon or Four today for best high growth over 3-5 years? Thank you.

Upvote 11

Read Answer Asked by Isabelle on November 29, 2024

• Micron Technology Inc. (MU $239.49)
  • $239.49 P/E (TTM): 31.68X Cap: $268.81B
  • View MU Profile
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• Aspen Aerogels Inc. (ASPN $3.42)
  • $3.42 Cap: $282M
  • View ASPN Profile
  • View Questions on ASPN
• Cellebrite DI Ltd. (CLBT $17.81)
  • $17.81 Cap: $4.26B
  • View CLBT Profile
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Q: Are these stocks all buyable at these levels? In which order would you initiate positions?

Upvote 6

Read Answer Asked by Gary on November 29, 2024

• Tractor Supply Company (TSCO $53.22)
  • $53.22 P/E (TTM): 25.81X Cap: $28.12B
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• Progressive Corporation (The) (PGR $228.76)
  • $228.76 P/E (TTM): 12.5X Cap: $134.14B
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• Philip Morris International Inc (PM $154.62)
  • $154.62 P/E (TTM): 28.24X Cap: $240.68B
  • View PM Profile
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• Union Pacific Corporation (UNP $232.24)
  • $232.24 P/E (TTM): 19.66X Cap: $137.75B
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• Visa Inc. (V $329.62)
  • $329.62 P/E (TTM): 32.39X Cap: $634.75B
  • View V Profile
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• Domino's Pizza Inc (DPZ $424.64)
  • $424.64 P/E (TTM): 24.77X Cap: $14.34B
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• Ares Management Corporation Class A (ARES $159.92)
  • $159.92 P/E (TTM): 68.64X Cap: $52.27B
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Q: Hello ,I became familiar with various US ETF in different styles ,they represent now 70% of my RRSP US portfolio .I know that the risk is "supposingly" higher with stocks .I own 7 high quality US large Cies stocks that perform well.I wish to invest in some more US individual dividend stocks that you would consider at low risk , enough to hopefully avoid considering selling them in the future.Could you name and rank,if possible 7 US stocks that would meet those criterias..thanks to your excellent team J-Y

Upvote 6

Read Answer Asked by Jean-Yves on November 29, 2024

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $231.78)
  • $231.78 P/E (TTM): 42.09X Cap: $22.96B
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• Transdigm Group Incorporated (TDG $1,343.65)
  • $1,343.65 P/E (TTM): 42.23X Cap: $75.67B
  • View TDG Profile
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• Axon Enterprise Inc. (AXON $537.75)
  • $537.75 P/E (TTM): 169.06X Cap: $42.43B
  • View AXON Profile
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• Heico Corporation (HEI $308.25)
  • $308.25 P/E (TTM): 67.62X Cap: $42.91B
  • View HEI Profile
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 57.63X
  • View HWM.W Profile
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Q: Hi. 5I
Could you please comment on BBD.B current value and investible position
now after a recent pullback. looking out 3-5 years.
Thanks for your splendid service.
Cal

Upvote 2

Read Answer Asked by cal on November 29, 2024

• Arch Resources Inc. Class A (ARCH)
  • P/E (TTM): 14.16X Cap: $2.44B
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• CONSOL Energy Inc. (CEIX)
  • P/E (TTM): 7.48X Cap: $3.10B
  • View CEIX Profile
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• Warrior Met Coal Inc. (HCC $78.00)
  • $78.00 P/E (TTM): 115.64X Cap: $4.11B
  • View HCC Profile
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• Alpha Metallurgical Resources Inc. (AMR $162.00)
  • $162.00 Cap: $2.04B
  • View AMR Profile
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• Ramaco Resources Inc. Class B Common Stock (METCB $11.69)
  • $11.69 Cap: $825M
  • View METCB Profile
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Q: Coal has proven very resilient in resisting climate change activism. Which positions, in addition to METCB, might be worth consideration, if any?
Thanks,
David

Upvote 3

Read Answer Asked by David on November 29, 2024

• Oklo Inc. Class A (OKLO $91.84)
  • $91.84 Cap: $14.27B
  • View OKLO Profile
  • View Questions on OKLO

Q: As a member of 5i for approaching a decade, I would like to thank you for the great service that you provide. In reading member questions about a month ago, I stumbled across OKLO and after a bit of research bought a bit and ended up with a very quick double. (thank you to the member who asked a question about it!) After the quick run up, I'm wondering if there is still a long runway for growth with this company?

Also,

Along the same lines, I'm wondering if there are any companies that you are somewhat surprised about that do not receive many questions/attention from members?

Thank you again,
Mike

Upvote 6

Read Answer Asked by Mike on November 29, 2024