Investment Q&A

Q: Peter and His Wonder Team
I realize this is a speculative stock. Please just give me your best speculative answer. I own it and not sure to hold for another few quarters or just move on! I would be upset if it crashed. Thanks...your opinions are always helpful!

Upvote 1

Read Answer Asked by Ernest on October 01, 2024

• FTAI Aviation Ltd. (FTAI $162.24)
  • $162.24 P/E (TTM): 36.85X Cap: $17.71B
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Q: Hello 5i
Could I have your current assessment of FTAI
Aviation? I see it is a top five holding in IWO.
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on October 01, 2024

• Cellebrite DI Ltd. (CLBT $15.26)
  • $15.26 Cap: $3.65B
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• TransMedics Group Inc. (TMDX $124.98)
  • $124.98 P/E (TTM): 50.19X Cap: $4.27B
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Q: Forgetting that these two companies are in different fields, which one would you choose to put your money into? Or maybe neither?

Upvote 7

Read Answer Asked by Joe on October 01, 2024

• Empire State Realty Trust Inc. Class A (ESRT $7.29)
  • $7.29 P/E (TTM): 30.38X Cap: $1.23B
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Q: Thoughts on empire State, it was featured in Globe Advisor article today.

Upvote 1

Read Answer Asked by Craig on October 01, 2024

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
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Q: With doordash leaving payfare which company could they possibly go to

Upvote 3

Read Answer Asked by andrew on October 01, 2024

• Apple Inc. (AAPL $269.77)
  • $269.77 P/E (TTM): 36.11X Cap: $3.98T
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• SiriusXM Holdings Inc. (SIRI $21.63)
  • $21.63 Cap: $7.27B
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• Spotify Technology S.A. (SPOT $618.20)
  • $618.20 Cap: $126.01B
  • View SPOT Profile
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Q: Hello 5i Team

My understanding is the merger / share consolidation between Liberty Media and Sirius (old) in now complete.

From the September 10 news release I understand the new dividend will be approximately US$0.27 per quarter.

Questions:

1 - When will Siri report quarterly earnings?

2 - Is SIRI a reasonable investment (dividend investor seeking some growth).

3 - What are some of the relevant financial metrics to look at for this stock. I am hesitant to look at "old" metrics as there has been significant financial changes from the merger and share consolidation.

Thanks

Upvote 3

Read Answer Asked by Stephen on October 01, 2024

• Microsoft Corporation (MSFT $497.10)
  • $497.10 P/E (TTM): 36.07X Cap: $3.69T
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Q: Do you think now is a good time to add to my Microsoft? Thank you

Upvote 8

Read Answer Asked by Dorthy on October 01, 2024

• Ares Capital Corporation (ARCC $20.00)
  • $20.00 P/E (TTM): 10.24X Cap: $14.31B
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Q: Hello,

Congratulations Chris!!

Can I please get your opinion of Ares (ARCC). Thank you!

Dave

Upvote 3

Read Answer Asked by David on October 01, 2024

• Cameco Corporation (CCO $127.47)
  • $127.47 P/E (TTM): 109.31X Cap: $55.48B
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• Vistra Corp. (VST $184.62)
  • $184.62 P/E (TTM): 30.01X Cap: $62.55B
  • View VST Profile
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• Constellation Energy Corporation (CEG $351.30)
  • $351.30 P/E (TTM): 37.92X Cap: $109.74B
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Q: Between Vistra, NEG and Constellation Energy…which one do you think has the most upside?
Would you pick one or invest an equal amount of money in each for diversification?
Would Cameco be a comparable?

Upvote 3

Read Answer Asked by Helen on September 30, 2024

• Costco Wholesale Corporation (COST $923.58)
  • $923.58 P/E (TTM): 67.12X Cap: $409.31B
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Q: Hi guys,

Please provide feedback on costco most recent quarter.
Thanks
Jim

Upvote 7

Read Answer Asked by jim on September 30, 2024

• Super Micro Computer Inc. (SMCI $40.34)
  • $40.34 P/E (TTM): 25.02X Cap: $23.97B
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Q: Time to sell SMCI?

Upvote 6

Read Answer Asked by sean on September 30, 2024

• Astera Labs Inc. (ALAB $162.83)
  • $162.83 P/E (TTM): 110.27X Cap: $27.50B
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Q: Hi 5i Team:
Last question on above was in July. Please give me your up to date opinion and an entry price.
Thanks,
Ben.

Upvote 1

Read Answer Asked by BEN on September 30, 2024

• Jacobs Solutions Inc. (J $153.49)
  • $153.49 P/E (TTM): 39.0X Cap: $18.34B
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Q: Hi, looking for a quick review of the outlook for Jacobs please, and thoughts on the huge drop this morning. Thanks!

Upvote 2

Read Answer Asked by Andrew on September 30, 2024

• Intuitive Surgical Inc. (ISRG $547.78)
  • $547.78 P/E (TTM): 72.46X Cap: $196.36B
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• NVIDIA Corporation (NVDA $188.08)
  • $188.08 P/E (TTM): 55.62X Cap: $4.57T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,899.05)
  • $4,899.05 P/E (TTM): 31.99X Cap: $157.91B
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• Eli Lilly and Company (LLY $937.44)
  • $937.44 P/E (TTM): 45.29X Cap: $886.24B
  • View LLY Profile
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• Berkshire Hathaway Inc. (BRK.B $493.15)
  • $493.15 P/E (TTM): 16.75X Cap: $1.06T
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Q: Of the currently available CDR’s what would be your top 5 picks, ranked one through five, from a total return standpoint for a long-term hold (10-15 years)? Thanks.

Upvote 11

Read Answer Asked by Bruce on September 30, 2024

• NVIDIA Corporation (NVDA $188.08)
  • $188.08 P/E (TTM): 55.62X Cap: $4.57T
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• American Tower Corporation (REIT) (AMT $178.09)
  • $178.09 P/E (TTM): 28.62X Cap: $83.37B
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• Digital Realty Trust Inc. (DLR $168.35)
  • $168.35 P/E (TTM): 43.14X Cap: $57.82B
  • View DLR Profile
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• Vertiv Holdings LLC Class A (VRT $183.02)
  • $183.02 P/E (TTM): 71.97X Cap: $69.88B
  • View VRT Profile
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $62.65)
  • $62.65 Cap: $22.63B
  • View BEPC Profile
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• Constellation Energy Corporation (CEG $351.30)
  • $351.30 P/E (TTM): 37.92X Cap: $109.74B
  • View CEG Profile
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Q: Hi there, what would be your top picks in the Data Centre infrastructure space (real estate, utilities power, industrial, technology etc) for 3-5 years.

Ok thanks

Rob

Upvote 5

Read Answer Asked by Robert on September 30, 2024

• Amgen Inc. (AMGN $315.59)
  • $315.59 P/E (TTM): 26.13X Cap: $169.93B
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• Intuitive Surgical Inc. (ISRG $547.78)
  • $547.78 P/E (TTM): 72.46X Cap: $196.36B
  • View ISRG Profile
  • View Questions on ISRG
• Regeneron Pharmaceuticals Inc. (REGN $646.87)
  • $646.87 P/E (TTM): 15.4X Cap: $67.98B
  • View REGN Profile
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• AbbVie Inc. (ABBV $219.04)
  • $219.04 P/E (TTM): 103.72X Cap: $387.12B
  • View ABBV Profile
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• Eli Lilly and Company (LLY $937.44)
  • $937.44 P/E (TTM): 45.29X Cap: $886.24B
  • View LLY Profile
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• Novo Nordisk A/S (NVO $46.51)
  • $46.51 P/E (TTM): 13.76X Cap: $363.68B
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Q: I own shares in these health care products. I'm down on some of them and OK on others. Please list your order of preference. Best first. Would you sell any of them ?
List any others you would recommend in this field . Thanks.

Upvote 6

Read Answer Asked by Frank on September 30, 2024

• Intuitive Surgical Inc. (ISRG $547.78)
  • $547.78 P/E (TTM): 72.46X Cap: $196.36B
  • View ISRG Profile
  • View Questions on ISRG
• Booking Holdings Inc. (BKNG $4,899.05)
  • $4,899.05 P/E (TTM): 31.99X Cap: $157.91B
  • View BKNG Profile
  • View Questions on BKNG
• AeroVironment Inc. (AVAV $328.23)
  • $328.23 Cap: $16.38B
  • View AVAV Profile
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• Crocs Inc. (CROX $78.43)
  • $78.43 P/E (TTM): 26.13X Cap: $4.07B
  • View CROX Profile
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• AAON Inc. (AAON $100.03)
  • $100.03 P/E (TTM): 63.15X Cap: $7.61B
  • View AAON Profile
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• CECO Environmental Corp. (CECO $53.62)
  • $53.62 P/E (TTM): 39.08X Cap: $1.91B
  • View CECO Profile
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• Eagle Materials Inc (EXP $205.55)
  • $205.55 P/E (TTM): 15.29X Cap: $6.59B
  • View EXP Profile
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• Aspen Aerogels Inc. (ASPN $4.11)
  • $4.11 Cap: $338M
  • View ASPN Profile
  • View Questions on ASPN
• Comfort Systems USA Inc. (FIX $957.78)
  • $957.78 P/E (TTM): 41.84X Cap: $33.78B
  • View FIX Profile
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• SPS Commerce Inc. (SPSC $80.48)
  • $80.48 P/E (TTM): 36.42X Cap: $3.03B
  • View SPSC Profile
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• Tetra Tech Inc. (TTEK $31.93)
  • $31.93 P/E (TTM): 40.72X Cap: $8.40B
  • View TTEK Profile
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• Interactive Brokers Group Inc. (IBKR $69.86)
  • $69.86 P/E (TTM): 37.52X Cap: $31.11B
  • View IBKR Profile
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• Cellebrite DI Ltd. (CLBT $15.26)
  • $15.26 Cap: $3.65B
  • View CLBT Profile
  • View Questions on CLBT
• TransMedics Group Inc. (TMDX $124.98)
  • $124.98 P/E (TTM): 50.19X Cap: $4.27B
  • View TMDX Profile
  • View Questions on TMDX
• AppFolio Inc. (APPF $250.27)
  • $250.27 P/E (TTM): 46.23X Cap: $9.13B
  • View APPF Profile
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Q: Q: Hi 5i team,

What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.

Thank you

Upvote 25

Read Answer Asked by Nick on September 30, 2024

• Broadcom Inc. (AVGO $355.59)
  • $355.59 P/E (TTM): 91.58X Cap: $1.67T
  • View AVGO Profile
  • View Questions on AVGO
• NVIDIA Corporation (NVDA $188.08)
  • $188.08 P/E (TTM): 55.62X Cap: $4.57T
  • View NVDA Profile
  • View Questions on NVDA
• Vertiv Holdings LLC Class A (VRT $183.02)
  • $183.02 P/E (TTM): 71.97X Cap: $69.88B
  • View VRT Profile
  • View Questions on VRT

Q: I currently hold full positions in NVDA and VRT. I'm considering adding a half position in AVGO, but wondering if that's too much concentration in closely related sectors. Would you hold all of these stocks or look for greater diversity?

Upvote 5

Read Answer Asked by Maureen on September 30, 2024

• Oxford Square Capital Corp. (OXSQ $1.88)
  • $1.88 Cap: $149M
  • View OXSQ Profile
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Q: Is Oxford Square Capital worth consideration as an income stock? Are there other similar firms that are, perhaps, better currently positioned?
Thanks for your insights!
David

Upvote 1

Read Answer Asked by David on September 30, 2024

• AeroVironment Inc. (AVAV $328.23)
  • $328.23 Cap: $16.38B
  • View AVAV Profile
  • View Questions on AVAV
• Crocs Inc. (CROX $78.43)
  • $78.43 P/E (TTM): 26.13X Cap: $4.07B
  • View CROX Profile
  • View Questions on CROX
• Aspen Aerogels Inc. (ASPN $4.11)
  • $4.11 Cap: $338M
  • View ASPN Profile
  • View Questions on ASPN
• Cellebrite DI Ltd. (CLBT $15.26)
  • $15.26 Cap: $3.65B
  • View CLBT Profile
  • View Questions on CLBT
• TransMedics Group Inc. (TMDX $124.98)
  • $124.98 P/E (TTM): 50.19X Cap: $4.27B
  • View TMDX Profile
  • View Questions on TMDX

Q: Hello, can you please provide your top 5 small cap recommendations based in the US? Thanks.

Upvote 13

Read Answer Asked by Neeraj on September 30, 2024