Investment Q&A

• Costco Wholesale Corporation (COST $899.01)
  • $899.01 P/E (TTM): 63.93X Cap: $395.88B
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• Walmart Inc. (WMT $105.32)
  • $105.32 P/E (TTM): 37.82X Cap: $853.97B
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• Dollarama Inc. (DOL $197.68)
  • $197.68 P/E (TTM): 43.15X Cap: $54.81B
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Q: So all 3 have returned about the same on investment in 24. If you were to invest $20,000 today, and bought all 3, how would you alot the dollars.
Thanks again

Upvote 9

Read Answer Asked by eugene on August 16, 2024

• Cellebrite DI Ltd. (CLBT $16.88)
  • $16.88 Cap: $4.17B
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Q: I have a question about 2514

Upvote 2

Read Answer Asked by richard on August 16, 2024

• Spotify Technology S.A. (SPOT $583.61)
  • $583.61 Cap: $120.11B
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• OFG Bancorp (OFG $39.79)
  • $39.79 P/E (TTM): 9.01X Cap: $1.74B
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• Invesco S&P MidCap Momentum ETF (XMMO $131.92)
  • $131.92 P/E (TTM): 29.52X Cap: $4.66B
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• FTAI Infrastructure Inc. (FIP $4.16)
  • $4.16 Cap: $467M
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Q: Hi team,

Grateful for your updated views on the above stocks. Would you buy them now for strong growth ? Or could you provide better alternatives ?

Have a good day,

Jacques IDS

Upvote 1

Read Answer Asked by Jacques on August 16, 2024

• Arbor Realty Trust (ABR $8.52)
  • $8.52 P/E (TTM): 10.92X Cap: $1.62B
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Q: Your thoughts on this realty company.

Upvote 1

Read Answer Asked by Mark on August 16, 2024

• Kinder Morgan Inc. (KMI $26.98)
  • $26.98 P/E (TTM): 21.98X Cap: $59.44B
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• Plains GP Holdings L.P. (PAGP $18.01)
  • $18.01 P/E (TTM): 34.77X Cap: $3.53B
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Q: Hey 5i,
Thinking about my pipeline exposer in the US. I would like to know your favorite and what you think of kinder and Plains. Great service you have.

Upvote 1

Read Answer Asked by Mark on August 16, 2024

• Twilio Inc. Class A (TWLO $120.57)
  • $120.57 P/E (TTM): 308.08X Cap: $18.02B
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• Invesco Solar ETF (TAN $45.94)
  • $45.94 P/E (TTM): 18.42X Cap: $900M
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• Roblox Corporation Class A (RBLX $89.25)
  • $89.25 Cap: $62.64B
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Q:
I had purchased TAN, TWLO and RBLX. Now they are performing less than 55% of buy price. Should I HOLD these or take the losses and move forward?

Upvote 1

Read Answer Asked by Satish on August 15, 2024

• Alphabet Inc. (GOOG $299.65)
  • $299.65 P/E (TTM): 28.92X Cap: $3.49T
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• Microsoft Corporation (MSFT $472.12)
  • $472.12 P/E (TTM): 34.65X Cap: $3.55T
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• Advanced Micro Devices Inc. (AMD $203.78)
  • $203.78 P/E (TTM): 111.11X Cap: $335.40B
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Q: Do you think it likely that we are at or near the bottom for this correction in the tech stocks?/ Of MSFT, GOOG, AMD, which would you prefer and are any or all definite buys?? Thanks Jim

Upvote 11

Read Answer Asked by jim on August 15, 2024

• Estee Lauder Companies Inc. (The) (EL $89.90)
  • $89.90 Cap: $31.21B
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Q: What are you current thoughts on Estee and if you owned would you hold or sell ? Thank you.

Upvote 1

Read Answer Asked by Paul on August 15, 2024

• PayPal Holdings Inc. (PYPL $60.57)
  • $60.57 P/E (TTM): 12.09X Cap: $54.36B
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• Sea Limited American Depositary Shares each representing one Class A (SE $131.34)
  • $131.34 P/E (TTM): 193.96X Cap: $77.54B
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Q: Thoughts on these companies? Would you buy today? If so why?

Upvote 4

Read Answer Asked by Cory on August 15, 2024

Q: Can you please comment Rocket Lab USA RKLB?

Upvote 1

Read Answer Asked by Frank on August 14, 2024

• Core & Main Inc. Class A (CNM $45.65)
  • $45.65 P/E (TTM): 20.16X Cap: $8.95B
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Q: Can you share your thoughts please, thanks.

Upvote 3

Read Answer Asked by MG on August 14, 2024

• Generac Holdlings Inc. (GNRC $146.04)
  • $146.04 P/E (TTM): 28.1X Cap: $8.87B
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Q: This company has really dropped since I purchaed it
Is it a buy, hold, or sell and why?

Thank you

Upvote 1

Read Answer Asked by patricia on August 14, 2024

• Chipotle Mexican Grill Inc. (CMG $31.63)
  • $31.63 P/E (TTM): 27.43X Cap: $40.13B
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Q: You've recently described Chipotle as expensive, even after a large drop since mid-June. What would you consider a reasonable valuation for it now, and do you see the surprise and very sudden departure of the CEO (and any other talent he poaches from there) as affecting its future prospects?

Upvote 7

Read Answer Asked by Peter on August 14, 2024

• Marriott International (MAR $295.84)
  • $295.84 P/E (TTM): 32.0X Cap: $75.77B
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• Philip Morris International Inc (PM $155.24)
  • $155.24 P/E (TTM): 28.14X Cap: $241.65B
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• Union Pacific Corporation (UNP $226.22)
  • $226.22 P/E (TTM): 18.79X Cap: $134.18B
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• Zimmer Biomet Holdings Inc. (ZBH $92.18)
  • $92.18 P/E (TTM): 22.25X Cap: $18.26B
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Q: Your updated thoughts on Zimmer please, for a long term hold. Dividend invesstor.

Upvote 2

Read Answer Asked by steve on August 14, 2024

• Gilead Sciences Inc. (GILD $126.64)
  • $126.64 P/E (TTM): 19.83X Cap: $155.07B
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Q: Is this company a buy, hold, or sell and why?

THank you

Upvote 2

Read Answer Asked by patricia on August 14, 2024

• Roblox Corporation Class A (RBLX $89.25)
  • $89.25 Cap: $62.64B
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Q: Can you please comment RBLX? Thank you!

Upvote 1

Read Answer Asked by Frank on August 14, 2024

• Shift4 Payments Inc. Class A (FOUR $69.01)
  • $69.01 P/E (TTM): 30.79X Cap: $5.81B
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Q: Please provide an update on this security.
I hold it in my RRSP. It hasn’t done much, But I am a patient investor. Would you continue to hold?
Thank you kindly,

Upvote 3

Read Answer Asked by Karim on August 14, 2024

• Intuitive Surgical Inc. (ISRG $561.61)
  • $561.61 P/E (TTM): 74.59X Cap: $197.96B
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• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 53.14X Cap: $4.38T
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• Eli Lilly and Company (LLY $1,059.70)
  • $1,059.70 P/E (TTM): 51.35X Cap: $986.30B
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• Motorola Solutions Inc. (MSI $368.99)
  • $368.99 P/E (TTM): 29.79X Cap: $61.13B
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• The Trade Desk Inc. (TTD $39.65)
  • $39.65 P/E (TTM): 46.2X Cap: $18.54B
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• Monolithic Power Systems Inc. (MPWR $872.35)
  • $872.35 P/E (TTM): 22.69X Cap: $41.79B
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• Super Micro Computer Inc. (SMCI $32.19)
  • $32.19 P/E (TTM): 26.56X Cap: $18.84B
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• Coherent Corp. (COHR $139.51)
  • $139.51 Cap: $21.31B
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• Aspen Aerogels Inc. (ASPN $3.10)
  • $3.10 Cap: $242M
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• Vertiv Holdings LLC Class A (VRT $159.83)
  • $159.83 P/E (TTM): 64.4X Cap: $60.94B
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• RTX Corporation (RTX $169.68)
  • $169.68 P/E (TTM): 35.68X Cap: $230.29B
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• Palantir Technologies Inc. (PLTR $154.85)
  • $154.85 P/E (TTM): 551.4X Cap: $371.20B
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• Cellebrite DI Ltd. (CLBT $16.88)
  • $16.88 Cap: $4.17B
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Q: I am overweight both of these names. I am hoping for a recovery pop at which time I will seek to sell down a bit and spread the money out. Can you please give me a few other names that you might suggest for growth at this time? I sold booking holdings at a loss so please exclude that name. I am too afraid to buy back smci due to its wild volatility. I was consider coherent, Motorola, and Monolithic Power but am open to other suggestions. Thank you.

Jason

Upvote 6

Read Answer Asked by Jason on August 14, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 53.14X Cap: $4.38T
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• Rockwell Automation Inc. (ROK $378.73)
  • $378.73 P/E (TTM): 48.63X Cap: $42.52B
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• Advanced Micro Devices Inc. (AMD $203.78)
  • $203.78 P/E (TTM): 111.11X Cap: $335.40B
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• Cognex Corporation (CGNX $36.89)
  • $36.89 P/E (TTM): 55.54X Cap: $5.84B
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• ABB Ltd. (ABBNY $67.79)
  • $67.79 P/E (TTM): 33.62X Cap: $124.18B
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Q: Can you give a quick opinion on each of the above stocks at this time for long term positions in the AI and robotic sectors?

Is there a good ETF that invests in the AI and robotic sectors to consider?

Upvote 5

Read Answer Asked by Mike on August 14, 2024

• Intuitive Surgical Inc. (ISRG $561.61)
  • $561.61 P/E (TTM): 74.59X Cap: $197.96B
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• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 53.14X Cap: $4.38T
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• Booking Holdings Inc. (BKNG $4,768.00)
  • $4,768.00 P/E (TTM): 30.56X Cap: $147.72B
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• Eli Lilly and Company (LLY $1,059.70)
  • $1,059.70 P/E (TTM): 51.35X Cap: $986.30B
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• TransMedics Group Inc. (TMDX $130.93)
  • $130.93 P/E (TTM): 53.82X Cap: $4.47B
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Q: Could you suggest 10 High growth stocks to buy and keep for next 10 years.

Thanks

Upvote 40

Read Answer Asked by HARRY on August 14, 2024