Investment Q&A

Q: With Amazon looking at SMR (nuclear) as their power supply for data centres it appears nuclear is more popular now. Are you aware of any
companies that provide a solution to nuclear waste and are traded on the public markets.

Upvote 4

Read Answer Asked by Tim on November 20, 2024

• Amazon.com Inc. (AMZN $222.55)
  • $222.55 P/E (TTM): 33.15X Cap: $2.48T
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• Costco Wholesale Corporation (COST $895.08)
  • $895.08 P/E (TTM): 66.26X Cap: $404.44B
  • View COST Profile
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• Meta Platforms Inc. (META $597.69)
  • $597.69 P/E (TTM): 26.99X Cap: $1.51T
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• Alphabet Inc. (GOOG $284.96)
  • $284.96 P/E (TTM): 27.34X Cap: $3.43T
  • View GOOG Profile
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• Intuitive Surgical Inc. (ISRG $546.77)
  • $546.77 P/E (TTM): 72.59X Cap: $195.98B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $181.36)
  • $181.36 P/E (TTM): 54.18X Cap: $4.53T
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• Salesforce Inc. (CRM $233.50)
  • $233.50 P/E (TTM): 35.42X Cap: $222.29B
  • View CRM Profile
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• Eli Lilly and Company (LLY $1,030.05)
  • $1,030.05 P/E (TTM): 50.16X Cap: $965.89B
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• Visa Inc. (V $321.18)
  • $321.18 P/E (TTM): 32.35X Cap: $627.30B
  • View V Profile
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• Blackstone Inc. (BX $136.53)
  • $136.53 P/E (TTM): 40.53X Cap: $100.82B
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• Boyd Group Services Inc. (BYD $213.73)
  • $213.73 P/E (TTM): 209.33X Cap: $5.94B
  • View BYD Profile
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Q: Dear 5i Team I sold BYD recently. I would like to replace with something US. I have visa Costco, ISRG, Google, Lily Would you happen to know a few founder led companies I can do some research on? Thank you Brent

Upvote 16

Read Answer Asked by Brent on November 20, 2024

• Axon Enterprise Inc. (AXON $533.77)
  • $533.77 P/E (TTM): 175.77X Cap: $42.86B
  • View AXON Profile
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• Shift4 Payments Inc. Class A (FOUR $66.12)
  • $66.12 P/E (TTM): 46.9X Cap: $5.99B
  • View FOUR Profile
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• Celsius Holdings Inc. (CELH $40.64)
  • $40.64 P/E (TTM): 389.0X Cap: $10.47B
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• Cellebrite DI Ltd. (CLBT $18.30)
  • $18.30 Cap: $4.35B
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Q: Hi Folks,
I hold CELH in my non registered account. Would now be a good time to sell to harvest a tax loss. Also, would you buy it back after the 30 days or would you move on to something else. If moving on, can you recommend 2 or 3 other small cap names for me to look at?
Thanks

Upvote 11

Read Answer Asked by JOHN on November 20, 2024

• Celsius Holdings Inc. (CELH $40.64)
  • $40.64 P/E (TTM): 389.0X Cap: $10.47B
  • View CELH Profile
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Q: Good Morning,

Assuming the fundamentals don't deteriorate, at what price range would you start to get interested in CELH again and watch for the potential of a recovery?

I was lucky enough to be playing with house money in this decline and have since exited, so I'm just observing the stock at the moment.

Thank you.

Upvote 2

Read Answer Asked by Sandra on November 20, 2024

• Intuitive Surgical Inc. (ISRG $546.77)
  • $546.77 P/E (TTM): 72.59X Cap: $195.98B
  • View ISRG Profile
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• Becton Dickinson and Company (BDX $192.33)
  • $192.33 P/E (TTM): 35.2X Cap: $54.74B
  • View BDX Profile
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• Stryker Corporation (SYK $359.52)
  • $359.52 P/E (TTM): 47.6X Cap: $137.72B
  • View SYK Profile
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• Thermo Fisher Scientific Inc (TMO $576.03)
  • $576.03 P/E (TTM): 33.43X Cap: $213.08B
  • View TMO Profile
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Q: Hello,

Thoughts on these companies? Looking to start a position and get your analysis. Any other ones in this space you would recommend over these two? And why the poor performance YTD?

Thank you.

Upvote 3

Read Answer Asked by Satish on November 19, 2024

• Secure Waste Infrastructure Corp. (SES $18.07)
  • $18.07 P/E (TTM): 40.39X Cap: $3.88B
  • View SES Profile
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Q: Your opinion, buy, sell, hold 3-5 year. coments please.

Upvote 2

Read Answer Asked by bill on November 19, 2024

• Novo Nordisk A/S (NVO $47.55)
  • $47.55 P/E (TTM): 13.75X Cap: $363.68B
  • View NVO Profile
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Q: Hi There can you tell me what the fair market value of NVO is at this time? It’s fallen a lot but it’s a solid company, do you think it’s a good pharma pick for 3-5 years?

Upvote 2

Read Answer Asked by Robert on November 19, 2024

• Berkshire Hathaway Inc. (BRK.B $504.37)
  • $504.37 P/E (TTM): 17.44X Cap: $1.08T
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Q: Hi Peter, I wanted to buy 2 shares of BRK.B in my TFSA is there any drawback in buying this stock in the TFSA. I was thinking of selling my 25 shares of SOBO and some cash, would the trade be worth it. Thanks

Upvote 2

Read Answer Asked by Nick on November 19, 2024

• Twilio Inc. Class A (TWLO $120.68)
  • $120.68 P/E (TTM): 321.44X Cap: $18.22B
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Q: Hi, could you update the latest quarter and your feelings on the company, it's competition and it's moat potential for a long term hold.

thx, M

Upvote 1

Read Answer Asked by Mark on November 19, 2024

• iShares Core Canadian Short Term Bond Index ETF (XSB $27.09)
  • $27.09 Cap: $3.41B
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• iShares 1-3 Year Treasury Bond ETF (SHY $82.87)
  • $82.87 Cap: $23.89B
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Q: Hello. David Rosenberg is recommending a move to cash and, I think, short duration treasuries (per Globe article published today). What are the best investment vehicles for short term treasuries? And what do you think of his current opinion?

Thanks!

Upvote 5

Read Answer Asked by Robert on November 19, 2024

• Domino's Pizza Inc (DPZ $403.34)
  • $403.34 P/E (TTM): 23.97X Cap: $13.67B
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• Visteon Corporation (VC $101.20)
  • $101.20 P/E (TTM): 9.44X Cap: $2.86B
  • View VC Profile
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Q: Can I get your up to date thoughts on VC,

Also any reason why DPZ would have dropped on Friday?

Thanks

Upvote 2

Read Answer Asked by Steve on November 19, 2024

• Heico Corporation (HEI $309.90)
  • $309.90 P/E (TTM): 67.88X Cap: $43.14B
  • View HEI Profile
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Q: Can you comment on the prospect/outlook for Heico?

Upvote 3

Read Answer Asked by Kim on November 19, 2024

• Intuitive Surgical Inc. (ISRG $546.77)
  • $546.77 P/E (TTM): 72.59X Cap: $195.98B
  • View ISRG Profile
  • View Questions on ISRG
• Stryker Corporation (SYK $359.52)
  • $359.52 P/E (TTM): 47.6X Cap: $137.72B
  • View SYK Profile
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Q: I am considering investing in Healthcare. Would the equipment makers be better than Pharma? Would you consider SYK or is there another equipment maker to consider?

thanks

Upvote 5

Read Answer Asked by kim on November 19, 2024

• AeroVironment Inc. (AVAV $280.95)
  • $280.95 Cap: $14.02B
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Q: Could I get your analysis of the AVAV $4.1B purchase of BlueHalo?? Premarket is lower for AVAV. Does this purchase improve your AVAV conviction? Thanks

Upvote 3

Read Answer Asked by Greg on November 19, 2024

• Target Corporation (TGT $88.53)
  • $88.53 P/E (TTM): 10.47X Cap: $40.20B
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• Walmart Inc. (WMT $101.39)
  • $101.39 P/E (TTM): 38.53X Cap: $820.80B
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• Ulta Beauty Inc. (ULTA $507.37)
  • $507.37 P/E (TTM): 20.32X Cap: $22.84B
  • View ULTA Profile
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Q: I've been treading water on ULTA and am concerned after the Buffet exit. Do you see other names as more attractive at this juncture?

Upvote 4

Read Answer Asked by Andrew on November 19, 2024

• Amentum Holdings Inc. (AMTM $21.79)
  • $21.79 Cap: $5.22B
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Q: What is causing the steep decline in this spin off of Jacobs Solutions? Buy, Sell or Hold. Thank you!

Upvote 1

Read Answer Asked by Neil on November 19, 2024

• Amazon.com Inc. (AMZN $222.55)
  • $222.55 P/E (TTM): 33.15X Cap: $2.48T
  • View AMZN Profile
  • View Questions on AMZN
• Intuitive Surgical Inc. (ISRG $546.77)
  • $546.77 P/E (TTM): 72.59X Cap: $195.98B
  • View ISRG Profile
  • View Questions on ISRG
• Booking Holdings Inc. (BKNG $4,783.01)
  • $4,783.01 P/E (TTM): 32.88X Cap: $154.85B
  • View BKNG Profile
  • View Questions on BKNG
• Eli Lilly and Company (LLY $1,030.05)
  • $1,030.05 P/E (TTM): 50.16X Cap: $965.89B
  • View LLY Profile
  • View Questions on LLY
• United Rentals Inc. (URI $800.50)
  • $800.50 P/E (TTM): 21.48X Cap: $51.89B
  • View URI Profile
  • View Questions on URI
• Axon Enterprise Inc. (AXON $533.77)
  • $533.77 P/E (TTM): 175.77X Cap: $42.86B
  • View AXON Profile
  • View Questions on AXON
• Berkshire Hathaway Inc. (BRK.B $504.37)
  • $504.37 P/E (TTM): 17.44X Cap: $1.08T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: In what order would you buy these stocks today, for capital appreciation?

Upvote 19

Read Answer Asked by Peter on November 19, 2024

• Super Micro Computer Inc. (SMCI $34.90)
  • $34.90 P/E (TTM): 28.68X Cap: $20.35B
  • View SMCI Profile
  • View Questions on SMCI

Q: Hi 5i
You mention that you lost confidence in smci. Does that mean it's in the penalty box forever or put another way, what would it take for you to consider ever investing in it again?
I'm interested in your thought process as a fund manager.
Is it just a matter of time passing with no cockroach sightings or would management have to change etc..
I no longer hold it but may reconsider one day.
Thanks

Upvote 4

Read Answer Asked by mike on November 19, 2024

• StoneCo Ltd. (STNE $16.00)
  • $16.00 Cap: $4.34B
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• Digital Turbine Inc. (APPS $4.75)
  • $4.75 Cap: $530M
  • View APPS Profile
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• Cerence Inc. (CRNC $7.82)
  • $7.82 Cap: $340M
  • View CRNC Profile
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• Magnite Inc. (MGNI $13.40)
  • $13.40 P/E (TTM): 35.38X Cap: $1.91B
  • View MGNI Profile
  • View Questions on MGNI

Q: Hello Team,

I have been with the above stocks and seen their highs in my portfolio. The punishment for not selling however is to see them crash and burn. Some I still have some money left in and some I have lost 98% of the original investment (APPS).

So, should I just sell them all or is there an argument that one (thinking MGNI) may be worth keeping.

Thanks for all the help! :)

Upvote 5

Read Answer Asked by Saeed on November 19, 2024

• BMO S&P US Mid Cap Index ETF (ZMID $47.37)
  • $47.37 P/E (TTM): 20.07X Cap: $271M
  • View ZMID Profile
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Q: Are there any non-hedged ETFs that you would recommend with a focus on mid-sized US companies? Preferably with a focus on safe to moderate risk companies.

Upvote 5

Read Answer Asked by william on November 19, 2024