Investment Q&A

• Micron Technology Inc. (MU $421.51)
  • $421.51 P/E (TTM): 35.89X Cap: $458.68B
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• Aspen Aerogels Inc. (ASPN $3.74)
  • $3.74 Cap: $307M
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• Cellebrite DI Ltd. (CLBT $12.41)
  • $12.41 Cap: $3.34B
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Q: Would you add to all of these stocks at these levels?

Upvote 3

Read Answer Asked by Gary on November 30, 2024

• Tortoise Energy Infrastructure Corporation (TYG $48.25)
  • $48.25 P/E (TTM): 19.37X Cap: $565M
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Q: TYG has had a very nice year. Up 65%. Yet PE is only 4.6 and Yield is 6.6%. Looking for growth and income would this be positive addition to my portfolio?

Thanks.

Upvote 1

Read Answer Asked by Donald on November 30, 2024

• Celestica Inc. (CLS $453.07)
  • $453.07 P/E (TTM): 42.4X Cap: $50.94B
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• Descartes Systems Group Inc. (The) (DSG $89.53)
  • $89.53 P/E (TTM): 41.96X Cap: $7.70B
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• Comfort Systems USA Inc. (FIX $1,574.45)
  • $1,574.45 P/E (TTM): 49.3X Cap: $53.64B
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• Construction Partners Inc. (ROAD $117.69)
  • $117.69 P/E (TTM): 48.73X Cap: $6.49B
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• Vertiv Holdings LLC Class A (VRT $287.64)
  • $287.64 P/E (TTM): 76.92X Cap: $107.52B
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• Shift4 Payments Inc. Class A (FOUR $42.23)
  • $42.23 P/E (TTM): 57.61X Cap: $3.42B
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Q: 2025 just around the corner so looking to ensure I have the right exposure to stocks that can outperform the index. Which would be your top 3 stocks out of the group?

Upvote 16

Read Answer Asked by Sal on November 30, 2024

• Axon Enterprise Inc. (AXON $351.33)
  • $351.33 P/E (TTM): 246.93X Cap: $31.47B
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• Cellebrite DI Ltd. (CLBT $12.41)
  • $12.41 Cap: $3.34B
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Q: What do you view as the likelihood of AXON acquiring CLBT? They have a partnership in place and with CLBT looking for a new CEO, AXON might see an opportunity.

Upvote 4

Read Answer Asked by Sal on November 30, 2024

• Axon Enterprise Inc. (AXON $351.33)
  • $351.33 P/E (TTM): 246.93X Cap: $31.47B
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• Shift4 Payments Inc. Class A (FOUR $42.23)
  • $42.23 P/E (TTM): 57.61X Cap: $3.42B
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Q: Hi, Axon or Four today for best high growth over 3-5 years? Thank you.

Upvote 11

Read Answer Asked by Isabelle on November 29, 2024

• Micron Technology Inc. (MU $421.51)
  • $421.51 P/E (TTM): 35.89X Cap: $458.68B
  • View MU Profile
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• Aspen Aerogels Inc. (ASPN $3.74)
  • $3.74 Cap: $307M
  • View ASPN Profile
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• Cellebrite DI Ltd. (CLBT $12.41)
  • $12.41 Cap: $3.34B
  • View CLBT Profile
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Q: Are these stocks all buyable at these levels? In which order would you initiate positions?

Upvote 6

Read Answer Asked by Gary on November 29, 2024

• Tractor Supply Company (TSCO $45.64)
  • $45.64 P/E (TTM): 21.18X Cap: $24B
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• Progressive Corporation (The) (PGR $199.88)
  • $199.88 P/E (TTM): 10.24X Cap: $116.06B
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• Philip Morris International Inc (PM $161.25)
  • $161.25 P/E (TTM): 21.69X Cap: $251.01B
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• Union Pacific Corporation (UNP $251.15)
  • $251.15 P/E (TTM): 20.56X Cap: $147.89B
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• Visa Inc. (V $308.29)
  • $308.29 P/E (TTM): 28.41X Cap: $591.97B
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• Domino's Pizza Inc (DPZ $373.30)
  • $373.30 P/E (TTM): 20.89X Cap: $12.65B
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• Ares Management Corporation Class A (ARES $104.80)
  • $104.80 P/E (TTM): 59.79X Cap: $34.53B
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Q: Hello ,I became familiar with various US ETF in different styles ,they represent now 70% of my RRSP US portfolio .I know that the risk is "supposingly" higher with stocks .I own 7 high quality US large Cies stocks that perform well.I wish to invest in some more US individual dividend stocks that you would consider at low risk , enough to hopefully avoid considering selling them in the future.Could you name and rank,if possible 7 US stocks that would meet those criterias..thanks to your excellent team J-Y

Upvote 6

Read Answer Asked by Jean-Yves on November 29, 2024

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $260.54)
  • $260.54 P/E (TTM): 20.11X Cap: $25.84B
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• Transdigm Group Incorporated (TDG $1,225.52)
  • $1,225.52 P/E (TTM): 37.63X Cap: $68.89B
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• Axon Enterprise Inc. (AXON $351.33)
  • $351.33 P/E (TTM): 246.93X Cap: $31.47B
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• Heico Corporation (HEI $293.22)
  • $293.22 P/E (TTM): 54.42X Cap: $40.92B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 63.62X
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Q: Hi. 5I
Could you please comment on BBD.B current value and investible position
now after a recent pullback. looking out 3-5 years.
Thanks for your splendid service.
Cal

Upvote 2

Read Answer Asked by cal on November 29, 2024

• Arch Resources Inc. Class A (ARCH)
  • P/E (TTM): 14.16X
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• CONSOL Energy Inc. (CEIX)
  • P/E (TTM): 7.48X Cap: $3.10B
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• Warrior Met Coal Inc. (HCC $85.70)
  • $85.70 P/E (TTM): 85.33X Cap: $5.01B
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• Alpha Metallurgical Resources Inc. (AMR $185.20)
  • $185.20 Cap: $2.65B
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• Ramaco Resources Inc. Class B Common Stock (METCB $10.05)
  • $10.05 Cap: $737M
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Q: Coal has proven very resilient in resisting climate change activism. Which positions, in addition to METCB, might be worth consideration, if any?
Thanks,
David

Upvote 3

Read Answer Asked by David on November 29, 2024

• Oklo Inc. Class A (OKLO $47.75)
  • $47.75 Cap: $8.28B
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Q: As a member of 5i for approaching a decade, I would like to thank you for the great service that you provide. In reading member questions about a month ago, I stumbled across OKLO and after a bit of research bought a bit and ended up with a very quick double. (thank you to the member who asked a question about it!) After the quick run up, I'm wondering if there is still a long runway for growth with this company?

Also,

Along the same lines, I'm wondering if there are any companies that you are somewhat surprised about that do not receive many questions/attention from members?

Thank you again,
Mike

Upvote 6

Read Answer Asked by Mike on November 29, 2024

• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $30.96)
  • $30.96 P/E (TTM): 24.24X Cap: $36.04B
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Q: I have held this for years waiting for a recovery.It has come a long way.Should I be happy and sell

Upvote 3

Read Answer Asked by Don on November 29, 2024

• Chevron Corporation (CVX $190.36)
  • $190.36 P/E (TTM): 30.4X Cap: $379.25B
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• TotalEnergies SE (TTE $89.93)
  • $89.93 P/E (TTM): 17.26X Cap: $194.46B
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• Chord Energy Corporation (CHRD $132.78)
  • $132.78 P/E (TTM): 210.7X Cap: $7.52B
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Q: Hello Peter et al:
I have owned Total for several years and it hasn't done much. It is involved in a lot of green initiatives, and more recently has been mentioned in the Adani scandal. Please offer all you can about Total.
I am thinking of selling Total and buying Chord Energy. Please provide as much information as you can about Chord. Holds mostly Enerplus Bakken assets-- Good dividend and maybe a takeover candidate. Would you recommend such a switch? Any other or better USA oil companies you would suggest?

Thanks, Ben.

Upvote 3

Read Answer Asked by BEN on November 29, 2024

• Applovin Corporation (APP $379.14)
  • $379.14 P/E (TTM): 42.1X Cap: $131.94B
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• Coinbase Global Inc (COIN $169.02)
  • $169.02 P/E (TTM): 39.37X Cap: $46.23B
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Q: I am looking for two stocks suggestions in each Canada and US with the most potential to trade and profit from the year end rally and current momuntum.
Raouf

Upvote 4

Read Answer Asked by Raoul on November 29, 2024

Q: Can you please share your analysis of Abacus Life Inc on the NASDAQ in the US. As always your insights are greatly appreciated. Thank you.

Upvote 1

Read Answer Asked by MG on November 29, 2024

• Playtika Holding Corp. (PLTK $3.18)
  • $3.18 Cap: $1.21B
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Q: Your thoughts and analysis on Playtika would be appreciated, thanks.

Upvote 1

Read Answer Asked by MG on November 29, 2024

• PENN Entertainment Inc. (PENN $15.66)
  • $15.66 Cap: $2.04B
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• Flutter Entertainment Plc (FLUT $105.25)
  • $105.25 Cap: $18.39B
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Q: Greetings:
I received some shares in Penn in the takeover of Score Media. They are not doing anything. Any chance of a turnaround or move on? What could I replace it with?
Thanks, Ben.

Upvote 2

Read Answer Asked by BEN on November 29, 2024

• Apple Inc. (AAPL $260.49)
  • $260.49 P/E (TTM): 32.09X Cap: $3.80T
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• Amazon.com Inc. (AMZN $233.65)
  • $233.65 P/E (TTM): 29.81X Cap: $2.37T
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• Meta Platforms Inc. (META $628.39)
  • $628.39 P/E (TTM): 24.48X Cap: $1.58T
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• Alphabet Inc. (GOOG $316.37)
  • $316.37 P/E (TTM): 28.12X Cap: $3.83T
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• Microsoft Corporation (MSFT $373.07)
  • $373.07 P/E (TTM): 23.28X Cap: $2.77T
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• NVIDIA Corporation (NVDA $183.91)
  • $183.91 P/E (TTM): 36.35X Cap: $4.42T
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• Arm Holdings plc (ARM $149.80)
  • $149.80 P/E (TTM): 191.81X Cap: $158.67B
  • View ARM Profile
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Q: - I sense something happening these days with the whole space in tech, with AI, Information, etc on how its controlled, used, etc...

- Companies like Google and Microsoft have been targeted with lawsuits from many countries, based on Size , Monopoly and Other concerns...
- Companies like NVDA, ARM,AAPL and META are also included in my question...

- The Trump Factor is also a concern...

1. How do you see this playing out for these tech companies playing out ? Short/Long Term

2. Which are the best in class to weather the storm ?

3. Who is the Most Vulnerable To successful lawsuits against or breakup?

4. Best Pick/Picks To Buy and Hold Going Forward??

Thanks,
M

Upvote 10

Read Answer Asked by michael on November 29, 2024

• Booz Allen Hamilton Holding Corporation (BAH $79.53)
  • $79.53 P/E (TTM): 12.49X Cap: $9.84B
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Q: Please provide comment on BAH. Why the recent pullback? Buying opportunity?

Upvote 2

Read Answer Asked by Kelly on November 28, 2024

• Apple Inc. (AAPL $260.49)
  • $260.49 P/E (TTM): 32.09X Cap: $3.80T
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• Amazon.com Inc. (AMZN $233.65)
  • $233.65 P/E (TTM): 29.81X Cap: $2.37T
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• Meta Platforms Inc. (META $628.39)
  • $628.39 P/E (TTM): 24.48X Cap: $1.58T
  • View META Profile
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• Alphabet Inc. (GOOG $316.37)
  • $316.37 P/E (TTM): 28.12X Cap: $3.83T
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• Intuitive Surgical Inc. (ISRG $454.94)
  • $454.94 P/E (TTM): 57.55X Cap: $164.16B
  • View ISRG Profile
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• Microsoft Corporation (MSFT $373.07)
  • $373.07 P/E (TTM): 23.28X Cap: $2.77T
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• NVIDIA Corporation (NVDA $183.91)
  • $183.91 P/E (TTM): 36.35X Cap: $4.42T
  • View NVDA Profile
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• Eli Lilly and Company (LLY $955.19)
  • $955.19 P/E (TTM): 40.57X Cap: $902.48B
  • View LLY Profile
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• The Trade Desk Inc. (TTD $20.61)
  • $20.61 P/E (TTM): 23.0X Cap: $9.63B
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• Axon Enterprise Inc. (AXON $351.33)
  • $351.33 P/E (TTM): 246.93X Cap: $31.47B
  • View AXON Profile
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• CrowdStrike Holdings Inc. (CRWD $394.68)
  • $394.68 Cap: $108.16B
  • View CRWD Profile
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• Jacobs Solutions Inc. (J $127.13)
  • $127.13 P/E (TTM): 34.47X Cap: $15.40B
  • View J Profile
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• Vertiv Holdings LLC Class A (VRT $287.64)
  • $287.64 P/E (TTM): 76.92X Cap: $107.52B
  • View VRT Profile
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• Amentum Holdings Inc. (AMTM $26.53)
  • $26.53 Cap: $6.47B
  • View AMTM Profile
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Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!

Upvote 21

Read Answer Asked by Andrew on November 28, 2024

• Wolverine World Wide Inc. (WWW $17.18)
  • $17.18 P/E (TTM): 14.6X Cap: $1.30B
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Q: Wolverine Worldwide (WWW NYSE).

Worth buying or or just another useless company?

Thank you.

Upvote 2

Read Answer Asked by Ross on November 28, 2024