Investment Q&A

Q: Hi 5i, according to my math Goog is trading at 19.6 FY24 and 17.2 FY25 pe's. At what point do you consider this too irresistible? I put on a half position a few months back and looking to bring it upto a full position. I know you guys ❤️ momentum, but there seems to be a new floor daily. Thx.

Q: Can I please have your thoughts about this company’s future and overall prospects?

Thanks

Q: I'm letting my winners run right now - while monitoring for news and quality. SMCI took a big jump today because of its promotion. Is a 25% jump warranted here? Thanks!

Q: Interest is peaked when you mentioned this company Arch Capital Group Ltd among CSU LMN TOI HEI TVK as potential long term compounders to Peter's recent question. I haven't heard of the company and the few questions on it here don't give much. I know they are in Insurance, Reinsurance and Mortgage and seems like they have made some decent acquisitions. Performance is inline with Fairfax the last 5 years.

But what reasons made you choose it with the other companies listed TOI, LMN HEI TVK?
Also what stands out vs others in Insurance companies such as Fairfax and Intact in Canada or Markel in USA? DO you prefer it or them or others for GROWTH?

PS did you get a question regarding Bird Construction Group I sent one in Monday, thanks!

Q: Thoughts on the quarter and outlook? Is the initiation of the dividend a way to offset slower growth and keep shareholders happy?

Q: I own LLY and GEHC and am looking to add CVS or SYK? I'm actually open to selling LLY or GECH, but my point is I'd like to keep 3.

Please let me know your thoughts.

Q: ISRG and AXON. Love the narrative and the respective charts for both these stocks. I just can't get past the valuation. For instance, in a recent article on SA by a highly
respected author, he opened my eyes on P/S ratios. Here's a quote:

"While 41 companies in the S&P 500 are trading above 10x price-to-sales, 131 companies (26% of the S&P) trade above 5x sales and must grow sales by more than 100% yearly to maintain that valuation. The problem is that some companies, like Apple (AAPL), have declining revenue growth rates."

Both ISRG and AXON are in this high P/S category he's referring to. In fact not only are they both above 5, they are above 10. Were they priced at more reasonable P/S levels during the last recession? Is that the only time you can grab these two wide-moat companies at a more compelling ratio?

Q: Can you suggest US companies with safe, high dividends? Other than Financial or Energy. I'm considering GIS but am open to other ideas. thank you

Q: Hello
Could you comment on First Solar earnings?
Thank you.
Stephane

Q: Hello 5iR.
I own this stock for a number or years and am still in a loss position.
What is your take on their latest earnings and do you see further upside in the near future. Thank you. cheers

Q: Could you provide comments on SoundHound AI Inc (SOUN on the nasdaq- not in the database ?) and any thoughts on the jump in the last couple of days ?
Thank you.

Q: What might be reasons for recent weakness in SHOP? As of Monday morning, it's down again more than the market decline. Is SHOP still rated high by 5i as a top pick? If not, what has changed?

Q: Good Morning,
What’s your opinion on CRWD as a long term hold? Does is still have a long runway for growth moving forward? My wife currently holds it in her TFSA, however has been considering swapping it out for something like QQQ. Your thoughts?
Thank you

Q: Hello 5i,

Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.

Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?

ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT

Thank you

D&J

Q: Do you know why PLTR NYSE Palantir Technologies Inc seems to be going down so much today Mar. 4?

Thank you.

Q: Hello team
I have decided to sell my position in SBUX.
Could you recommend 3 consumer discretionary US stocks as possible replacements?
Thank you

Q: Thoughts on why Crox trades at such a low p/e. It has a strong brand. good growth and has been reducing debt.
How does P/E compare to other strong retail brands? What would be a catalyst for multiple expansion for CROX?
Thanks
Rob

Q: Looking to sell some Amazon and add Google.

Do you think Google can rebound in the short to medium term? Is there any indication that suggest an improvement in AI offerings? Do you think it's a buy given current valuations or do you think the stock has further to drop?

Q: Does Apple’s giving up on Project Titan make you wonder their vision and research ability is subpar? Now they are switching to AI … seems to me they were following the crowd several years ago on EV and are now following the crowd on AI. Maybe a few years later they will give up on AI. Where is their vision? Thanks,

Q: I’m trying to pick three companies from the list above to purchase as part of a balanced fund for the long term.
Which three would you recommend? Thanks