Investment Q&A

• Alphabet Inc. (GOOG $294.46)
  • $294.46 P/E (TTM): 27.28X Cap: $3.57T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $452.07)
  • $452.07 P/E (TTM): 59.02X Cap: $160.54B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 35.87X Cap: $4.31T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $4,194.31)
  • $4,194.31 P/E (TTM): 25.19X Cap: $132.84B
  • View BKNG Profile
  • View Questions on BKNG
• JPMorgan Chase & Co. (JPM $293.10)
  • $293.10 P/E (TTM): 14.76X Cap: $794.54B
  • View JPM Profile
  • View Questions on JPM
• Prudential Financial Inc. (PRU $97.58)
  • $97.58 P/E (TTM): 9.81X Cap: $33.94B
  • View PRU Profile
  • View Questions on PRU
• iShares Russell 2000 Growth ETF (IWO $318.36)
  • $318.36 P/E (TTM): 22.36X Cap: $12.36B
  • View IWO Profile
  • View Questions on IWO
• BMO S&P 500 Index ETF (ZSP $100.26)
  • $100.26 P/E (TTM): 25.8X Cap: $20.67B
  • View ZSP Profile
  • View Questions on ZSP
• State Street SPDR S&P 500 ETF Trust (SPY $655.83)
  • $655.83 P/E (TTM): 26.17X Cap: $658.21B
  • View SPY Profile
  • View Questions on SPY
• Vanguard Information Technology ETF (VGT $712.65)
  • $712.65 P/E (TTM): 36.76X Cap: $114.49B
  • View VGT Profile
  • View Questions on VGT
• iShares Russell 2000 ETF (IWM $251.29)
  • $251.29 P/E (TTM): 17.63X Cap: $71.31B
  • View IWM Profile
  • View Questions on IWM
• Axon Enterprise Inc. (AXON $412.81)
  • $412.81 P/E (TTM): 280.51X Cap: $33.18B
  • View AXON Profile
  • View Questions on AXON
• Berkshire Hathaway Inc. (BRK.B $477.35)
  • $477.35 P/E (TTM): 15.44X Cap: $1.03T
  • View BRK.B Profile
  • View Questions on BRK.B
• Trane Technologies plc (TT $427.07)
  • $427.07 P/E (TTM): 32.98X Cap: $94.52B
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX $196.21)
  • $196.21 P/E (TTM): 39.26X Cap: $264.09B
  • View RTX Profile
  • View Questions on RTX

Q: Donald Trump is causing so much uncertainty in both Canadian and US markets. Canada might even go into a recession.

I know that you mentioned that we should not react to the Trump threat.

However, if I had to sell all my stocks and ETFs ($400k) and start from scratch today, what would be the top 20 stocks/ETFs ( US and/or Canadian) that that you would invest in.

Would you just buy SPY/ZSP.to/ VGT/ SCHG ETFs in the USA market for safety?

Fyi, I don't like bonds.

Upvote 31

Read Answer Asked by V on November 28, 2024

• Vanguard S&P 500 ETF (VOO $602.99)
  • $602.99 P/E (TTM): 26.2X Cap: $902.02B
  • View VOO Profile
  • View Questions on VOO
• Invesco S&P 500 Equal Weight ETF (RSP $193.09)
  • $193.09 P/E (TTM): 20.04X Cap: $85.30B
  • View RSP Profile
  • View Questions on RSP

Q: If I am wanting to move money into an index fund next year, what are your thoughts on RSP versus VOO? I see they have more of a weighting in Financials and Industrials. Thanks.

Upvote 4

Read Answer Asked by Lesley on November 28, 2024

• Royal Caribbean Cruises Ltd. (RCL $273.59)
  • $273.59 P/E (TTM): 18.07X Cap: $74.01B
  • View RCL Profile
  • View Questions on RCL

Q: Not really a stock I own or particularly follow, but noticed the chart and initially thought this was an error. Is there a reason this has shot up recently?

Upvote 1

Read Answer Asked by Mike on November 28, 2024

• Symbotic Inc. (SYM $53.37)
  • $53.37 Cap: $32.13B
  • View SYM Profile
  • View Questions on SYM

Q: How significant is the earnings restatement issued by Symbotic yesterday after market close? Would it be a deal-breaker if you held this stock? Does it change the medium term (5 yr) picture?

Upvote 1

Read Answer Asked by John on November 27, 2024

• Keysight Technologies Inc. (KEYS $291.24)
  • $291.24 P/E (TTM): 52.04X Cap: $49.94B
  • View KEYS Profile
  • View Questions on KEYS

Q: Has anything changed at KEYS? The share price has been pretty strong since July. Does their manufacturing occur mostly inside the US. I feel the USD is going higher courtesy of Trumponomics which will make it harder to export US made goods. Any thoughts you have would be appreciated.
Jim

Upvote 3

Read Answer Asked by James on November 27, 2024

• Mastercard Incorporated (MA $493.44)
  • $493.44 P/E (TTM): 29.76X Cap: $440.05B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $300.80)
  • $300.80 P/E (TTM): 28.03X Cap: $576.33B
  • View V Profile
  • View Questions on V

Q: What would be a fair entry point for these two stocks ?

Upvote 4

Read Answer Asked by Robbie on November 27, 2024

• Regeneron Pharmaceuticals Inc. (REGN $761.85)
  • $761.85 P/E (TTM): 18.74X Cap: $80.54B
  • View REGN Profile
  • View Questions on REGN
• Deere & Company (DE $575.71)
  • $575.71 P/E (TTM): 32.19X Cap: $155.50B
  • View DE Profile
  • View Questions on DE
• Leidos Holdings Inc. (LDOS $158.82)
  • $158.82 P/E (TTM): 14.0X Cap: $20.03B
  • View LDOS Profile
  • View Questions on LDOS
• Tetra Tech Inc. (TTEK $31.07)
  • $31.07 P/E (TTM): 23.11X Cap: $7.76B
  • View TTEK Profile
  • View Questions on TTEK

Q: I would like to start a position in two of these companies. Which two do you think offer the best long term growth potential? Thanks

Upvote 1

Read Answer Asked by Curtis on November 27, 2024

• Intuitive Surgical Inc. (ISRG $452.07)
  • $452.07 P/E (TTM): 59.02X Cap: $160.54B
  • View ISRG Profile
  • View Questions on ISRG
• Chevron Corporation (CVX $198.97)
  • $198.97 P/E (TTM): 29.78X Cap: $397.02B
  • View CVX Profile
  • View Questions on CVX
• Eli Lilly and Company (LLY $935.58)
  • $935.58 P/E (TTM): 41.59X Cap: $883.95B
  • View LLY Profile
  • View Questions on LLY
• Merck & Company Inc. (MRK $120.87)
  • $120.87 P/E (TTM): 16.6X Cap: $298.83B
  • View MRK Profile
  • View Questions on MRK
• Realty Income Corporation (O $62.21)
  • $62.21 P/E (TTM): 52.89X Cap: $58B
  • View O Profile
  • View Questions on O
• Prologis Inc. (PLD $133.77)
  • $133.77 P/E (TTM): 37.45X Cap: $124.70B
  • View PLD Profile
  • View Questions on PLD
• Exxon Mobil Corporation (XOM $160.69)
  • $160.69 P/E (TTM): 24.0X Cap: $669.55B
  • View XOM Profile
  • View Questions on XOM
• iShares S&P/TSX Capped Energy Index ETF (XEG $26.64)
  • $26.64 P/E (TTM): 12.58X Cap: $2.26B
  • View XEG Profile
  • View Questions on XEG
• Vanguard Health Care ETF (VHT $273.07)
  • $273.07 P/E (TTM): 24.74X Cap: $18.17B
  • View VHT Profile
  • View Questions on VHT
• Digital Realty Trust Inc. (DLR $181.69)
  • $181.69 P/E (TTM): 50.41X Cap: $62.43B
  • View DLR Profile
  • View Questions on DLR

Q: I have several 'Growth' companies which have grown quite large in both Cdn and US markets (Thanks). While I plan to let winners run, I am looking to take some capital out of those, and shift to areas of the market which are trading below their historical averages. Could you suggest some areas of both US and Canada to look for those areas? (Specific companies or ETFs which would target this both welcome)

Upvote 9

Read Answer Asked by Dan on November 27, 2024

• Corebridge Financial Inc. (CRBG $24.01)
  • $24.01 Cap: $11.49B
  • View CRBG Profile
  • View Questions on CRBG

Q: You recently ranked CRBG on top of several US Financials. Could you provide your analysis of the company.
Thank you, Hugh

Upvote 2

Read Answer Asked by Hugh on November 27, 2024

Q: Your analysis on the prospects of Nurix will be greatly appreciated.

Thanks
thomas

Upvote 1

Read Answer Asked by Thomas on November 27, 2024

Q: Opinion on Zenatech (zena) on nasdaq

Upvote 3

Read Answer Asked by Peter on November 27, 2024

• Costco Wholesale Corporation (COST $1,014.96)
  • $1,014.96 P/E (TTM): 69.25X Cap: $450.28B
  • View COST Profile
  • View Questions on COST
• O'Reilly Automotive Inc. (ORLY $91.42)
  • $91.42 P/E (TTM): 31.08X Cap: $76.49B
  • View ORLY Profile
  • View Questions on ORLY
• Booking Holdings Inc. (BKNG $4,194.31)
  • $4,194.31 P/E (TTM): 25.19X Cap: $132.84B
  • View BKNG Profile
  • View Questions on BKNG
• AutoZone Inc. (AZO $3,400.54)
  • $3,400.54 P/E (TTM): 29.77X Cap: $56.03B
  • View AZO Profile
  • View Questions on AZO
• TJX Companies Inc. (The) (TJX $161.29)
  • $161.29 P/E (TTM): 33.27X Cap: $178.51B
  • View TJX Profile
  • View Questions on TJX
• Walmart Inc. (WMT $125.79)
  • $125.79 Cap: $1T
  • View WMT Profile
  • View Questions on WMT
• Caseys General Stores Inc. (CASY $743.42)
  • $743.42 P/E (TTM): 42.27X Cap: $27.47B
  • View CASY Profile
  • View Questions on CASY
• Pool Corporation (POOL $202.93)
  • $202.93 P/E (TTM): 18.36X Cap: $7.29B
  • View POOL Profile
  • View Questions on POOL
• Revolve Group Inc. Class A (RVLV $22.25)
  • $22.25 P/E (TTM): 26.12X Cap: $1.83B
  • View RVLV Profile
  • View Questions on RVLV
• Mama's Creations Inc. (MAMA $14.92)
  • $14.92 P/E (TTM): 139.09X Cap: $615M
  • View MAMA Profile
  • View Questions on MAMA

Q: I am beginning to transition my portfolio from a growth portfolio to a more defensive posture. My portfolio analysis indicates I am approximately 6% underweight in both Consumer Defensives and Consumer Cyclicals. I have some U.S, cash to deploy, what would be your top recommendations for these two areas? Thank you in advance!

Upvote 9

Read Answer Asked by Sean on November 27, 2024

• Illumina Inc. (ILMN $127.38)
  • $127.38 P/E (TTM): 23.15X Cap: $19.47B
  • View ILMN Profile
  • View Questions on ILMN
• Intuitive Surgical Inc. (ISRG $452.07)
  • $452.07 P/E (TTM): 59.02X Cap: $160.54B
  • View ISRG Profile
  • View Questions on ISRG

Q: Hi, could you review the latest quarter for ILMN, and your thoughts going forward. The growth seems quite high, but what are the risks you see? It seems like it would fall outside of the next administration's focus? If not ILMN what would be your favourite in the space?

thx. M

Upvote 8

Read Answer Asked by Mark on November 27, 2024

• Intuitive Surgical Inc. (ISRG $452.07)
  • $452.07 P/E (TTM): 59.02X Cap: $160.54B
  • View ISRG Profile
  • View Questions on ISRG
• AeroVironment Inc. (AVAV $184.36)
  • $184.36 Cap: $9.20B
  • View AVAV Profile
  • View Questions on AVAV
• Crocs Inc. (CROX $83.66)
  • $83.66 Cap: $4.20B
  • View CROX Profile
  • View Questions on CROX
• Aspen Aerogels Inc. (ASPN $3.69)
  • $3.69 Cap: $305M
  • View ASPN Profile
  • View Questions on ASPN
• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• IES Holdings Inc. (IESC $482.50)
  • $482.50 P/E (TTM): 28.78X Cap: $9.61B
  • View IESC Profile
  • View Questions on IESC
• Parsons Corporation (PSN $56.32)
  • $56.32 P/E (TTM): 25.08X Cap: $6.02B
  • View PSN Profile
  • View Questions on PSN
• Vertiv Holdings LLC Class A (VRT $261.29)
  • $261.29 P/E (TTM): 76.06X Cap: $99.96B
  • View VRT Profile
  • View Questions on VRT
• Shift4 Payments Inc. Class A (FOUR $42.76)
  • $42.76 P/E (TTM): 60.96X Cap: $3.47B
  • View FOUR Profile
  • View Questions on FOUR
• Cellebrite DI Ltd. (CLBT $14.00)
  • $14.00 Cap: $3.49B
  • View CLBT Profile
  • View Questions on CLBT
• Propel Holdings Inc. (PRL $18.42)
  • $18.42 P/E (TTM): 9.42X Cap: $724M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• TransMedics Group Inc. (TMDX $100.70)
  • $100.70 P/E (TTM): 20.7X Cap: $3.45B
  • View TMDX Profile
  • View Questions on TMDX
• Nebius Group N.V. (NBIS $108.82)
  • $108.82 Cap: $25.91B
  • View NBIS Profile
  • View Questions on NBIS
• UFP Technologies Inc. (UFPT $192.02)
  • $192.02 P/E (TTM): 22.14X Cap: $1.44B
  • View UFPT Profile
  • View Questions on UFPT

Q: Hello Team,

My TFSA is currently not getting the returns I'm hoping for, can you please rank the above companies to purchase today in a TFSA account.

Also if you feel strongly about any other high growth stocks I'm missing pls include 2 or 3 additional ideas.

Thanks!

Upvote 31

Read Answer Asked by Kevin on November 27, 2024

• Gilead Sciences Inc. (GILD $139.71)
  • $139.71 P/E (TTM): 20.72X Cap: $173.43B
  • View GILD Profile
  • View Questions on GILD
• AbbVie Inc. (ABBV $208.84)
  • $208.84 P/E (TTM): 91.09X Cap: $369.38B
  • View ABBV Profile
  • View Questions on ABBV
• Bristol-Myers Squibb Company (BMY $59.60)
  • $59.60 P/E (TTM): 17.84X Cap: $121.68B
  • View BMY Profile
  • View Questions on BMY
• Pfizer Inc. (PFE $28.32)
  • $28.32 P/E (TTM): 20.99X Cap: $161.09B
  • View PFE Profile
  • View Questions on PFE
• iShares U.S. Medical Devices ETF (IHI $53.24)
  • $53.24 P/E (TTM): 29.95X Cap: $3.18B
  • View IHI Profile
  • View Questions on IHI

Q: Your thoughts on keeping three out of 5 pharma names: ETF IHI, Gilead Sciences, Bristol Meyers, Abbvie and just bought Pfeizer few weeks ago - hopeful on the Seagen purchase in 2023. I have room only for 3,

Thank you!

Upvote 2

Read Answer Asked by Nhung on November 27, 2024

• FutureFuel Corp. (FF $4.18)
  • $4.18 Cap: $172M
  • View FF Profile
  • View Questions on FF

Q: Please share your analysis on FutureFuel please, thanks.

Upvote 1

Read Answer Asked by MG on November 27, 2024

• CBLT Inc. (CBLT $0.06)
  • $0.06 Cap: $4M
  • View CBLT Profile
  • View Questions on CBLT
• Axon Enterprise Inc. (AXON $412.81)
  • $412.81 P/E (TTM): 280.51X Cap: $33.18B
  • View AXON Profile
  • View Questions on AXON
• IES Holdings Inc. (IESC $482.50)
  • $482.50 P/E (TTM): 28.78X Cap: $9.61B
  • View IESC Profile
  • View Questions on IESC

Q: Good evening 5i Team,

Can you please review last week's earnings for IESC, along with your ranking of it for a new investment (three-year hold) comparing it to CBLT, TMDX, ASPEN and AXON. Thank you.

Upvote 5

Read Answer Asked by Bradley on November 27, 2024

• IES Holdings Inc. (IESC $482.50)
  • $482.50 P/E (TTM): 28.78X Cap: $9.61B
  • View IESC Profile
  • View Questions on IESC

Q: Hi Peter, Can you provide your expert opinion on IESC. What do you think of the financial results. What is your opinion on valuation. It has had a good year in terms of stock appreciation. Can you comment on the backlog reported also. Is it still a buy, sell or hold.

Upvote 4

Read Answer Asked by Frank on November 27, 2024

• Booking Holdings Inc. (BKNG $4,194.31)
  • $4,194.31 P/E (TTM): 25.19X Cap: $132.84B
  • View BKNG Profile
  • View Questions on BKNG
• Blackstone Inc. (BX $113.05)
  • $113.05 P/E (TTM): 29.47X Cap: $83.90B
  • View BX Profile
  • View Questions on BX
• Cellebrite DI Ltd. (CLBT $14.00)
  • $14.00 Cap: $3.49B
  • View CLBT Profile
  • View Questions on CLBT

Q: The subject stocks have all run up fairly significantly. Can you comment on current valuations vs historic, and whether you believe projected earnings support current valuations? Your recent response to a question on volume included that you love new highs with high volume, has that been the case with any of these three stocks?

Upvote 4

Read Answer Asked by Stephen R. on November 27, 2024

• Rapid7 Inc. (RPD $5.37)
  • $5.37 P/E (TTM): 15.11X Cap: $353M
  • View RPD Profile
  • View Questions on RPD

Q: If not owned would you initiate a position TODAY?

Upvote 4

Read Answer Asked by William Ross on November 26, 2024