Investment Q&A

• Quanta Services Inc. (PWR $552.66)
  • $552.66 P/E (TTM): 81.27X Cap: $82.68B
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• Monolithic Power Systems Inc. (MPWR $1,204.10)
  • $1,204.10 P/E (TTM): 30.89X Cap: $57.68B
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• Powell Industries Inc. (POWL $546.82)
  • $546.82 P/E (TTM): 35.51X Cap: $6.81B
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• Vistra Corp. (VST $171.40)
  • $171.40 P/E (TTM): 63.01X Cap: $58.07B
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• IES Holdings Inc. (IESC $519.67)
  • $519.67 P/E (TTM): 30.91X Cap: $10.35B
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• Constellation Energy Corporation (CEG $294.84)
  • $294.84 P/E (TTM): 33.77X Cap: $106.83B
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Q: I'm not sure what the differences between these companies are? In this theme of electrification, what areas and which specific US and CDN companies would you suggest for a long term hold?

Upvote 5

Read Answer Asked by Graeme on November 26, 2024

• Pagaya Technologies Ltd. (PGY $11.89)
  • $11.89 Cap: $1.02B
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Q: Realize this company is volatile. Purchased it at $11.00. Is it worth holding onto ? It was originally being bought by insiders.

Upvote 1

Read Answer Asked by Sy on November 26, 2024

Q: Any thought on this co. with a new insulin pump for diabetics

Upvote 1

Read Answer Asked by george on November 26, 2024

• Rocket Lab Corporation (RKLB $70.86)
  • $70.86 Cap: $37.85B
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Q: Good morning,

What's your view on RKLB as a 3 year+ investment? It's already had a great run up in 2024.

Upvote 2

Read Answer Asked by Vee on November 26, 2024

• Intuitive Surgical Inc. (ISRG $504.05)
  • $504.05 P/E (TTM): 64.05X Cap: $179B
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• Eli Lilly and Company (LLY $1,009.52)
  • $1,009.52 P/E (TTM): 43.99X Cap: $952.33B
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• Vitalhub Corp. (VHI $8.42)
  • $8.42 P/E (TTM): 165.1X Cap: $531M
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• UFP Technologies Inc. (UFPT $233.49)
  • $233.49 P/E (TTM): 27.12X Cap: $1.89B
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Q: I have 1.5% positions in LLY and UFPT. Looking to combine into 1 position. Which would you select right now? Have larger positions in ISRG and VHI as well.
Thanks

Upvote 10

Read Answer Asked by Neil on November 26, 2024

• PulteGroup Inc. (PHM $140.02)
  • $140.02 P/E (TTM): 12.59X Cap: $26.90B
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• LGI Homes Inc. (LGIH $55.46)
  • $55.46 P/E (TTM): 12.24X Cap: $1.28B
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• NVR Inc. (NVR $7,580.60)
  • $7,580.60 P/E (TTM): 17.36X Cap: $21.17B
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• Dream Finders Homes Inc. Class A (DFH $20.49)
  • $20.49 P/E (TTM): 7.19X Cap: $1.90B
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• Green Brick Partners Inc. (GRBK $78.72)
  • $78.72 P/E (TTM): 10.33X Cap: $3.41B
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Q: I have seen comparisons drawn between DFH, as an 'early stage' version of NVR. With its recent branching out, to now include title insurance and mortgage broker services... would you see a big runway for growth for this company in the long term?

Upvote 2

Read Answer Asked by Anthony on November 26, 2024

• Atkore Inc. (ATKR $67.18)
  • $67.18 Cap: $2.24B
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Q: Can I have your general thoughts on ATKR? Also, more specifically can you comment on 2 things 1) debt and2) timing. I have been watching it and can imagine some tax loss selling impact the share price. However the turn yesterday was interesting and I am tempted to take a half position now in case interest outpaces any tax loss selling and maybe add to it in late December or early January. Does this seem like a reasonable course of action? Please and Thank-you.

Upvote 2

Read Answer Asked by Alex on November 25, 2024

Q: Can you suggest 3/4 software companies you feel would best benefit from AI? Thanks.

Upvote 7

Read Answer Asked by Michael on November 25, 2024

• Vertiv Holdings LLC Class A (VRT $243.75)
  • $243.75 P/E (TTM): 91.98X Cap: $93.19B
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Q: I purchased VRT today before a big drop. It was a limit order. The stock is down by 5% approximately. Are there any reasons for such drop?

Upvote 3

Read Answer Asked by Numa on November 25, 2024

• Kyndryl Holdings Inc. (KD $12.51)
  • $12.51 P/E (TTM): 11.91X Cap: $2.82B
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Q: Hello 5i
The last question on KD was six months ago at which time you suggested watching for continued improvements over the next few quarters. How does it look now?
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on November 25, 2024

• SoFi Technologies Inc. (SOFI $19.02)
  • $19.02 P/E (TTM): 33.96X Cap: $23.94B
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Q: A handful of months ago you were very luke warm about SOFI but it seems that has recently changed. What are your current thoughts on this stock's potential for high growth?

Upvote 5

Read Answer Asked by Judith on November 25, 2024

Q: Hello 5i
Could I have your assessment of Rocket Lab please?
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on November 25, 2024

• ANSYS Inc. (ANSS)
  • P/E (TTM): 47.76X Cap: $32.90B
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• Synopsys Inc. (SNPS $439.94)
  • $439.94 P/E (TTM): 54.72X Cap: $84.16B
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Q: Opinion on Synopsys. Synopsys is taking over Ansys. Am I better off holding Ansys shares instead if the deal goes through (or not)?

Upvote 2

Read Answer Asked by Gooding on November 25, 2024

• Graphic Packaging Holding Company (GPK $12.52)
  • $12.52 P/E (TTM): 7.36X Cap: $3.80B
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• UFP Technologies Inc. (UFPT $233.49)
  • $233.49 P/E (TTM): 27.12X Cap: $1.89B
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Q: Hello,
What are your thoughts on GPK currently. Seems to be going sideways. What would one think of switching to UFPT for upside potential.
Thx Luke

Upvote 1

Read Answer Asked by luke on November 25, 2024

• Alphabet Inc. (GOOG $314.90)
  • $314.90 P/E (TTM): 29.13X Cap: $3.81T
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• Roku Inc. (ROKU $89.06)
  • $89.06 Cap: $13.15B
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• Pinterest Inc. Class A (PINS $17.77)
  • $17.77 P/E (TTM): 29.13X Cap: $11.81B
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Q: Looking at my Communication names I am wondering if it isn't time to move on from PINS and ROKU as I try to streamline my portfolio. Currently down 55% on both names after 4 years.

Allocation aside, I am thinking of selling both and simply increasing my position in GOOG. Thoughts? High risk investor with a long investing horizon.

Thank you as always!

Upvote 5

Read Answer Asked by Stefan on November 25, 2024

• Microsoft Corporation (MSFT $397.23)
  • $397.23 P/E (TTM): 24.84X Cap: $2.94T
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• RingCentral Inc. Class A (RNG $39.50)
  • $39.50 P/E (TTM): 282.14X Cap: $2.55B
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• Zoom Communications Inc. (ZM $90.29)
  • $90.29 P/E (TTM): 17.57X Cap: $26.73B
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Q: I have been doing some research on the UCaas space. Ring (RNG) seems to have the best product but ZOOM has a better balance sheet. Or can Microsoft's teams eat both of their lunches (after all teams is free!) What is your opinion? I am leaning towards RNG. Should I be concerned with liquidity in 2026 when they have over $600 to be refinanced (or paid off)?

Upvote 1

Read Answer Asked by Paul on November 25, 2024

• Baker Hughes Company (BKR $62.21)
  • $62.21 P/E (TTM): 23.93X Cap: $61.47B
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Q: Thoughts on this company now breaking out?

Upvote 2

Read Answer Asked by David on November 25, 2024

• Pinterest Inc. Class A (PINS $17.77)
  • $17.77 P/E (TTM): 29.13X Cap: $11.81B
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• Unity Software Inc. (U $18.25)
  • $18.25 Cap: $7.90B
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• Butterfly Network Inc. Class A (BFLY $2.98)
  • $2.98 Cap: $752M
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Q: Hello team,

Which one of these 3 would you average down if any:

PINS (down 48%)
BFLY (down 81%)
U (down 82%)

I would appreciate it if you could elaborate on your reasons.

Have a good week! :)

Upvote 2

Read Answer Asked by Saeed on November 25, 2024

• AeroVironment Inc. (AVAV $264.63)
  • $264.63 Cap: $13.21B
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Q: If Trump pulls the plug on providing weapons to Ukraine, how will this impact the stock?

Upvote 2

Read Answer Asked by Mike on November 25, 2024

• Intuitive Surgical Inc. (ISRG $504.05)
  • $504.05 P/E (TTM): 64.05X Cap: $179B
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• Booking Holdings Inc. (BKNG $4,076.79)
  • $4,076.79 P/E (TTM): 24.54X Cap: $129.12B
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• Celestica Inc. (CLS $401.17)
  • $401.17 P/E (TTM): 49.0X Cap: $46.14B
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• Axon Enterprise Inc. (AXON $433.91)
  • $433.91 P/E (TTM): 136.88X Cap: $34.44B
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Q: In which order would you buy these for growth with a long timeframe

Upvote 20

Read Answer Asked by Peter on November 25, 2024