Investment Q&A

• ServiceNow Inc. (NOW $133.11)
  • $133.11 P/E (TTM): 77.59X Cap: $138.22B
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Q: Your opinion of how it is doing and a buy today?
Thanks Again

Upvote 3

Read Answer Asked by eugene on November 18, 2024

• NVIDIA Corporation (NVDA $187.67)
  • $187.67 P/E (TTM): 45.87X Cap: $4.56T
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• Palantir Technologies Inc. (PLTR $169.60)
  • $169.60 P/E (TTM): 395.0X Cap: $404.23B
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Q: for the bext 2-4 years, which do you prefer as investment ?

Upvote 7

Read Answer Asked by Fooklin on November 18, 2024

• SmartCentres Real Estate Investment Trust (SRU.UN $27.30)
  • $27.30 P/E (TTM): 19.26X Cap: $4.82B
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Q: What did you think about their earnings? I have a small position, ok to add more?

Upvote 3

Read Answer Asked by Ed on November 18, 2024

• Vanguard Real Estate Index Fund ETF (VNQ $90.54)
  • $90.54 P/E (TTM): 32.39X Cap: $33.11B
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• Vanguard Materials ETF (VAW $231.10)
  • $231.10 P/E (TTM): 22.31X Cap: $2.88B
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• State Street Financial Select Sector SPDR ETF (XLF $53.07)
  • $53.07 P/E (TTM): 16.66X Cap: $53.08B
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• State Street Consumer Staples Select Sector SPDR ETF (XLP $82.91)
  • $82.91 P/E (TTM): 24.29X Cap: $16.46B
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• State Street Health Care Select Sector SPDR ETF (XLV $157.48)
  • $157.48 P/E (TTM): 24.15X Cap: $41.84B
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• State Street Technology Select Sector SPDR ETF (XLK $145.09)
  • $145.09 P/E (TTM): 40.05X Cap: $93.35B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $123.13)
  • $123.13 P/E (TTM): 34.29X Cap: $24.25B
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• State Street Utilities Select Sector SPDR ETF (XLU $42.56)
  • $42.56 P/E (TTM): 23.44X Cap: $21.85B
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• Vanguard Energy ETF (VDE $138.69)
  • $138.69 P/E (TTM): 16.96X Cap: $7.23B
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• State Street Materials Select Sector SPDR ETF (XLB $49.97)
  • $49.97 P/E (TTM): 26.04X Cap: $5.99B
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• State Street Energy Select Sector SPDR ETF (XLE $49.19)
  • $49.19 P/E (TTM): 17.33X Cap: $30.25B
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• Vanguard Information Technology ETF (VGT $754.99)
  • $754.99 P/E (TTM): 37.87X Cap: $112.19B
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• Vanguard Health Care ETF (VHT $292.73)
  • $292.73 P/E (TTM): 24.47X Cap: $17.49B
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• Vanguard Industrials ETF (VIS $319.86)
  • $319.86 P/E (TTM): 23.8X Cap: $6.26B
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• State Street Industrial Select Sector SPDR ETF (XLI $164.22)
  • $164.22 P/E (TTM): 26.35X Cap: $27.86B
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• iShares U.S. Telecommunications ETF (IYZ $34.18)
  • $34.18 P/E (TTM): 15.11X Cap: $673M
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• Vanguard Financials ETF (VFH $130.21)
  • $130.21 P/E (TTM): 16.6X Cap: $13.07B
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• Vanguard Consumer Staples ETF (VDC $225.56)
  • $225.56 P/E (TTM): 23.65X Cap: $7.30B
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• Vanguard Utilities ETF (VPU $185.14)
  • $185.14 P/E (TTM): 23.45X Cap: $7.71B
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• State Street Real Estate Select Sector SPDR ETF (XLRE $41.25)
  • $41.25 P/E (TTM): 35.38X Cap: $7.04B
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• Vanguard Consumer Discretionary ETF (VCR $406.77)
  • $406.77 P/E (TTM): 29.39X Cap: $6.33B
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Q: Which sector ETFs would you recommend. Please give 1-2 for each sector and reasons why you would like them.

Thanks.

Upvote 22

Read Answer Asked by Federico on November 18, 2024

• BMO S&P 500 Index ETF (ZSP $103.71)
  • $103.71 P/E (TTM): 25.8X Cap: $21.68B
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• iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD $37.17)
  • $37.17 P/E (TTM): 19.77X Cap: $200M
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• Eastfield Resources Ltd. (ETF $0.07)
  • $0.07 Cap: $4M
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $113.27)
  • $113.27 P/E (TTM): 29.23X Cap: $2.03B
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• BMO S&P US Mid Cap Index ETF (ZMID $51.09)
  • $51.09 P/E (TTM): 20.43X Cap: $297M
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• BMO S&P US Small Cap Index ETF (ZSML $46.64)
  • $46.64 P/E (TTM): 17.14X Cap: $104M
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Q: Hi Gang
Can you give me a your top 5 ETFs that hold top us stocks

Thanks Mike B

Upvote 17

Read Answer Asked by Mike on November 18, 2024

• Nike Inc. (NKE $65.04)
  • $65.04 P/E (TTM): 33.57X Cap: $96.28B
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Q: What do you think of NKE as a value play ? Do you think it has the potential to recover and be a good solid investment ?

Upvote 4

Read Answer Asked by Robbie on November 18, 2024

• Eli Lilly and Company (LLY $1,064.29)
  • $1,064.29 P/E (TTM): 53.2X Cap: $1T
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Q: I am considering buying LLY or ISRG. Both are expensive, given this which one has the best growth potential going forward. Please compare EPS, revenue metrics. LLY is down from a high and just wondering if this weakness is something to be concerned about Thank you..

Upvote 8

Read Answer Asked by John on November 18, 2024

• Berkshire Hathaway Inc. (BRK.B $478.97)
  • $478.97 P/E (TTM): 15.49X Cap: $1.03T
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• Boston Omaha Corporation Class A (BOC $12.27)
  • $12.27 Cap: $385M
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Q: BOC Hi, wondering if you could provide an update on this company… I’ve been really interested in their model for a long time, and wonder if it would be considered a worthwhile long term investment?

Upvote 2

Read Answer Asked by Anthony on November 18, 2024

• Revolution Medicines Inc - Ordinary Shares (RVMD $117.63)
  • $117.63 Cap: $22.72B
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• Arcellx Inc. (ACLX $67.70)
  • $67.70 Cap: $3.98B
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Q: Please share your thoughts on these two medical research companies.
Would you consider purchasing either?
Or, are there companies you prefer.

Thanks.

Upvote 1

Read Answer Asked by Catherine on November 18, 2024

• Amgen Inc. (AMGN $344.75)
  • $344.75 P/E (TTM): 26.8X Cap: $185.64B
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• CVS Health Corporation (CVS $83.01)
  • $83.01 P/E (TTM): 217.58X Cap: $105.37B
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• Eli Lilly and Company (LLY $1,064.29)
  • $1,064.29 P/E (TTM): 53.2X Cap: $1T
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• Pfizer Inc. (PFE $25.65)
  • $25.65 P/E (TTM): 15.17X Cap: $145.83B
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• Novo Nordisk A/S (NVO $62.26)
  • $62.26 P/E (TTM): 17.68X Cap: $363.68B
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Q: Hi, would you continue to hold this stock?

Thanks
Paul

Upvote 7

Read Answer Asked by Paul on November 15, 2024

• Tractor Supply Company (TSCO $54.69)
  • $54.69 P/E (TTM): 25.69X Cap: $28.21B
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• Home Depot Inc. (The) (HD $383.77)
  • $383.77 P/E (TTM): 25.99X Cap: $379.31B
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• Philip Morris International Inc (PM $173.02)
  • $173.02 P/E (TTM): 30.75X Cap: $269.32B
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• Domino's Pizza Inc (DPZ $411.50)
  • $411.50 P/E (TTM): 23.69X Cap: $13.90B
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• Ares Management Corporation Class A (ARES $155.89)
  • $155.89 P/E (TTM): 69.5X Cap: $50.95B
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Q: Hi 5i,

What would be your reasonably valued top 5 US stocks today with a balance of growth and income in mind (with a focus on dividend growth), regardless of sector. Thanks.

Upvote 7

Read Answer Asked by Donald on November 15, 2024

• Apple Inc. (AAPL $248.04)
  • $248.04 P/E (TTM): 33.29X Cap: $3.64T
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• Bank of America Corporation (BAC $51.72)
  • $51.72 P/E (TTM): 14.33X Cap: $377.68B
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• Berkshire Hathaway Inc. (BRK.B $478.97)
  • $478.97 P/E (TTM): 15.49X Cap: $1.03T
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Q: I keep hearing that Buffett has gone to cash. Do you have a sense of his actual cash position as a percentage and what his rationale is? Thank-you.

Upvote 7

Read Answer Asked by Alex on November 15, 2024

• Argan Inc. (AGX $363.88)
  • $363.88 P/E (TTM): 44.8X Cap: $5.04B
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Q: Any idea why agx is tanking today? Volume is low and no comment from company.
Thanks

Upvote 1

Read Answer Asked by Terry on November 15, 2024

• Cellebrite DI Ltd. (CLBT $15.87)
  • $15.87 Cap: $3.80B
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Q: It seems the thesis behind CLBT is very similar to that of AXON and Magnet Forensics (before being taken private); the increased need to digitalize police work to encompass growing amounts of data in an increasingly digitalized world along w/ the need to drive efficiency in policing due to increased societal threats and draws on manpower?

I also see that Sun Corporation owns 45% of CLBT shares which seems quite high - does this pose any outsized risk other than if they want to dump shares to raise cash?

How would you rate this stock in terms of risk/reward?

Many thanks as always!

Upvote 7

Read Answer Asked by Cathy on November 15, 2024

• Celsius Holdings Inc. (CELH $55.94)
  • $55.94 P/E (TTM): 502.18X Cap: $14.42B
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Q: I saw some of your comments on CELH performance being poor and that it's "supposed to be a growth stock". What about purchasing it and considering it more of a value stock play?

I started a small position and looking at a 4+ year hold.

It's very popular on tiktok and with people who are super into fitness and it's so much better than monster and reb bull.

Upvote 3

Read Answer Asked by Danielle on November 15, 2024

• Ulta Beauty Inc. (ULTA $686.12)
  • $686.12 P/E (TTM): 26.17X Cap: $30.43B
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Q: Ulta dropped more than 5% in pre-market trading after Berkshire Hathaway sold some of its shares. Didn’t Berkshire buy this stake not too long ago? What prompted Berkshire to sell Ulta? Thanks.

Upvote 1

Read Answer Asked by Esther on November 15, 2024

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.77)
  • $17.77 P/E (TTM): 29.24X Cap: $8.27B
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• State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.59)
  • $91.59 Cap: $42.59B
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• Global X S&P 500 Covered Call ETF (XYLD $40.62)
  • $40.62 P/E (TTM): 25.7X Cap: $3.14B
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• JPMorgan Equity Premium Income ETF (JEPI $58.38)
  • $58.38 P/E (TTM): 24.08X Cap: $42.62B
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Q: I have finally sold my Bitcoin from my US RSP at a small loss. After a long hold with no dividend, I would like to purchase US Efts with a 5- 10? dividend a would appreciate your opinions on this. Thanks, James

Upvote 4

Read Answer Asked by JAMES on November 15, 2024

• Eli Lilly and Company (LLY $1,064.29)
  • $1,064.29 P/E (TTM): 53.2X Cap: $1T
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• Tesla Inc. (TSLA $449.06)
  • $449.06 P/E (TTM): 299.57X Cap: $1.49T
  • View TSLA Profile
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• Berkshire Hathaway Inc. (BRK.B $478.97)
  • $478.97 P/E (TTM): 15.49X Cap: $1.03T
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• TransMedics Group Inc. (TMDX $135.30)
  • $135.30 P/E (TTM): 55.68X Cap: $4.62B
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Q: 5i, Looking to sell LLY TMDX stocks for loss harvesting , looking to buy TSLA, BRK.B to recover, for a 2 year hold, can you please share your opinion.
thanks

Upvote 6

Read Answer Asked by Fernando on November 15, 2024

• iShares Russell 2000 Growth ETF (IWO $346.76)
  • $346.76 P/E (TTM): 22.82X Cap: $14B
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• iShares Russell 2000 ETF (IWM $264.81)
  • $264.81 P/E (TTM): 18.08X Cap: $77.53B
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Q: With the U.S. election behind us, and the increase in stock markets, what would you purchase today ? IWO or IWM ? Would you start a full position today ?

Upvote 4

Read Answer Asked by Thomas on November 15, 2024

• The Honest Company Inc. (HNST $2.58)
  • $2.58 P/E (TTM): 42.33X Cap: $288M
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Q: Hello 5i,

What is your view on HNST, its been awhile since you commented it.

Thank you,

Frank

Upvote 2

Read Answer Asked by Francois on November 15, 2024