Investment Q&A

• Lantheus Holdings Inc. (LNTH $51.12)
  • $51.12 P/E (TTM): 13.8X Cap: $3.53B
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Q: Hi 5i
Can I have your current thoughts on LNTH please. Nice pop not that long ago with the unsurprising down draft the last week or so now.
Thanks

Upvote 1

Read Answer Asked by mike on August 08, 2024

• Vitalhub Corp. (VHI $11.03)
  • $11.03 P/E (TTM): 129.53X Cap: $619M
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• WELL Health Technologies Corp. (WELL $4.76)
  • $4.76 Cap: $1.17B
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• Aspen Aerogels Inc. (ASPN $6.71)
  • $6.71 Cap: $551M
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• Datadog Inc. (DDOG $134.37)
  • $134.37 P/E (TTM): 391.67X Cap: $46.93B
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• Palantir Technologies Inc. (PLTR $163.98)
  • $163.98 P/E (TTM): 570.7X Cap: $403.91B
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• Propel Holdings Inc. (PRL $33.53)
  • $33.53 P/E (TTM): 15.8X Cap: $1.29B
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• TransMedics Group Inc. (TMDX $119.79)
  • $119.79 P/E (TTM): 58.85X Cap: $4.06B
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Q: Would you kindly provide 4 US stocks and 4 CDN stocks that would be your best bets today to increase in value by 1000% over the next 10 years. Thanks.

Upvote 28

Read Answer Asked by Richard on August 08, 2024

• NVIDIA Corporation (NVDA $169.47)
  • $169.47 P/E (TTM): 57.34X Cap: $4.24T
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Q: good afternoon,

Heard the news about a delay in putting out they're new chip, Time of writing
sp dowm another 6% going on 7. Is there some other problem or is it just the casino players at work (traders)?
Aug. 7 at 5PM.

Thanks for the update,

Denis a grateful member

Upvote 6

Read Answer Asked by Denis on August 08, 2024

• Aspen Aerogels Inc. (ASPN $6.71)
  • $6.71 Cap: $551M
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Q: Hi 5i Team,
Pls can you comment on Aspen Aerogel earning.

Upvote 2

Read Answer Asked by Pui on August 08, 2024

• Duolingo Inc. (DUOL $277.50)
  • $277.50 P/E (TTM): 117.33X Cap: $13.10B
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Q: Good morning... Your comments on DUOL's quarter and whether you're still bullish on the company? Buy, sell or hold?

thanks, Mark

Upvote 2

Read Answer Asked by Mark on August 08, 2024

• Airbnb Inc. (ABNB $123.22)
  • $123.22 P/E (TTM): 29.29X Cap: $75.60B
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Q: Please comment on earnings.
Has their latest quarter changed your outlook on the stock?
Thank you very much
Karim.

Upvote 1

Read Answer Asked by Karim on August 08, 2024

• Amazon.com Inc. (AMZN $230.87)
  • $230.87 P/E (TTM): 35.28X Cap: $2.49T
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• Constellation Software Inc. (CSU $4,266.50)
  • $4,266.50 P/E (TTM): 106.23X Cap: $92.29B
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• Teladoc Health Inc. (TDOC $8.14)
  • $8.14 Cap: $1.39B
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Q: Hello Peter,
What is your opinion on Amazon's results? Buying opportunity? Would you use the decline in share price of constellation over the last two days as way of buying more? Is Teledoc a sell at this point and does the theme of remote healthcare no longer hold as it did during covid? thanks a bunch

Upvote 11

Read Answer Asked by umedali on August 07, 2024

• Super Micro Computer Inc. (SMCI $44.58)
  • $44.58 P/E (TTM): 27.01X Cap: $26.68B
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Q: How was latest quarter? Reaction overblown or justified? Thank you

Upvote 6

Read Answer Asked by Neil on August 07, 2024

• Super Micro Computer Inc. (SMCI $44.58)
  • $44.58 P/E (TTM): 27.01X Cap: $26.68B
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• Badger Meter Inc. (BMI $174.04)
  • $174.04 P/E (TTM): 39.59X Cap: $5.23B
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• Datadog Inc. (DDOG $134.37)
  • $134.37 P/E (TTM): 391.67X Cap: $46.93B
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• Docebo Inc. (DCBO $41.14)
  • $41.14 P/E (TTM): 43.4X Cap: $1.17B
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• Vertiv Holdings LLC Class A (VRT $134.23)
  • $134.23 P/E (TTM): 66.15X Cap: $52.18B
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• Palantir Technologies Inc. (PLTR $163.98)
  • $163.98 P/E (TTM): 570.7X Cap: $403.91B
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• Nextracker Inc. (NXT $67.96)
  • $67.96 P/E (TTM): 18.43X Cap: $9.89B
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Q: Looking for tax-loss proxy ideas for CAN: DCBO and US: NXT, SMCI, and PLTR. If there are simply better names to consider as replacements, those would be appreciated as well. Thank you!

Upvote 5

Read Answer Asked by Andrew on August 07, 2024

• Axon Enterprise Inc. (AXON $753.29)
  • $753.29 P/E (TTM): 188.13X Cap: $58.93B
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Q: Can I please get comments on Axon's latest quarter? Thank you

Upvote 5

Read Answer Asked by Neil on August 07, 2024

• Lockheed Martin Corporation (LMT $473.52)
  • $473.52 P/E (TTM): 26.57X Cap: $110.73B
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• RTX Corporation (RTX $158.46)
  • $158.46 P/E (TTM): 34.81X Cap: $212.26B
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Q: HI, RTX or LMT which one scores better? Greetings, Peter.

Upvote 4

Read Answer Asked by peter on August 07, 2024

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Do the recent earning results change your opinion on SQ? Thank-you.

Upvote 2

Read Answer Asked by Alex on August 07, 2024

• Microsoft Corporation (MSFT $508.45)
  • $508.45 P/E (TTM): 37.78X Cap: $3.78T
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Q: Does this market present a great opportunity to buy Microsoft for a long-term position?

Upvote 6

Read Answer Asked by Gary on August 07, 2024

• Albemarle Corporation (ALB $80.15)
  • $80.15 Cap: $9.52B
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Q: Can I get cons and cons for starting a new small position in ALB?..is current level a good entry level? Many txs...

Upvote 2

Read Answer Asked by adam on August 07, 2024

• Hewlett Packard Enterprise Company (HPE $24.77)
  • $24.77 P/E (TTM): 24.35X Cap: $32.23B
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• Super Micro Computer Inc. (SMCI $44.58)
  • $44.58 P/E (TTM): 27.01X Cap: $26.68B
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• Dell Technologies Inc. Class C (DELL $130.38)
  • $130.38 P/E (TTM): 18.22X Cap: $85.84B
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Q: These companies are often discussed as rivals. In light of SMCI’s results, what do you think of the prospects for HPE and DELL in relation to SMCI? If you had to rank them, which ones get the gold, silver and bronze?

Upvote 3

Read Answer Asked by Brian on August 07, 2024

• Celsius Holdings Inc. (CELH $56.78)
  • $56.78 P/E (TTM): 169.91X Cap: $14.25B
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Q: Please comment on the earnings and outlook going forward?

Upvote 3

Read Answer Asked by sean on August 07, 2024

• Celsius Holdings Inc. (CELH $56.78)
  • $56.78 P/E (TTM): 169.91X Cap: $14.25B
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Q: What's your take on the trading in Celsius ? seems like so much speculation vs fundamentals investing .

Thanks

Greg

Upvote 2

Read Answer Asked by Greg on August 07, 2024

• Super Micro Computer Inc. (SMCI $44.58)
  • $44.58 P/E (TTM): 27.01X Cap: $26.68B
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Q: SMCI reports after the bell today. They predicted around $8/share for the quarter. I bought this stock at $800, what are your thoughts about doubling down prior to earnings? Thanks

Upvote 5

Read Answer Asked by Terry on August 06, 2024

• Progressive Corporation (The) (PGR $241.92)
  • $241.92 P/E (TTM): 13.84X Cap: $143.60B
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• Manulife Financial Corporation (MFC $42.94)
  • $42.94 P/E (TTM): 14.07X Cap: $73.51B
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• Sun Life Financial Inc. (SLF $81.43)
  • $81.43 P/E (TTM): 15.03X Cap: $45.96B
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• Trisura Group Ltd. (TSU $40.05)
  • $40.05 P/E (TTM): 16.2X Cap: $1.89B
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• Arch Capital Group Ltd. (ACGL $87.29)
  • $87.29 P/E (TTM): 9.28X Cap: $32.61B
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Q: With the economy slowing and interest rate cuts on the horizon in the US and already occurring in Canada, should beneficiaries of the higher rates - insurance cos like TSU, FFH, and MFC be sold?

Upvote 3

Read Answer Asked by James on August 06, 2024

• CrowdStrike Holdings Inc. (CRWD $437.44)
  • $437.44 Cap: $111.67B
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• Vertiv Holdings LLC Class A (VRT $134.23)
  • $134.23 P/E (TTM): 66.15X Cap: $52.18B
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Q: Please compare/contrast VRT & CRWD as 5 year investment at this time.

Upvote 7

Read Answer Asked by Joel on August 06, 2024