Investment Q&A

• Amazon.com Inc. (AMZN $231.62)
  • $231.62 P/E (TTM): 35.28X Cap: $2.49T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $775.72)
  • $775.72 P/E (TTM): 27.75X Cap: $1.95T
  • View META Profile
  • View Questions on META
• Dollarama Inc. (DOL $189.06)
  • $189.06 P/E (TTM): 42.06X Cap: $51.77B
  • View DOL Profile
  • View Questions on DOL
• Intact Financial Corporation (IFC $266.50)
  • $266.50 P/E (TTM): 22.1X Cap: $47.52B
  • View IFC Profile
  • View Questions on IFC
• Alimentation Couche-Tard Inc. (ATD $72.20)
  • $72.20 P/E (TTM): 19.53X Cap: $68.49B
  • View ATD Profile
  • View Questions on ATD
• KKR & Co. Inc. (KKR $144.40)
  • $144.40 P/E (TTM): 68.88X Cap: $128.63B
  • View KKR Profile
  • View Questions on KKR
• EQB Inc. (EQB $91.35)
  • $91.35 P/E (TTM): 10.34X Cap: $3.49B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $116.34)
  • $116.34 P/E (TTM): 17.1X Cap: $1.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• ADF Group Inc. Subordinate Voting Shares (DRX $8.21)
  • $8.21 P/E (TTM): 4.96X Cap: $231M
  • View DRX Profile
  • View Questions on DRX
• CrowdStrike Holdings Inc. (CRWD $445.50)
  • $445.50 Cap: $111.67B
  • View CRWD Profile
  • View Questions on CRWD

Q: Hi guys,

I have the above in my portfolio at 2.5%, please rank them as to moving them into a FULL position (4%).
thanks
Jim

Upvote 19

Read Answer Asked by jim on June 13, 2024

• Oracle Corporation (ORCL $301.41)
  • $301.41 P/E (TTM): 69.62X Cap: $871.41B
  • View ORCL Profile
  • View Questions on ORCL

Q: Hi there what’s your thoughts on all the announcements by O yesterday?

Is it too late to buy or do you see a good run up in the coming few years?

Thanks!

Upvote 2

Read Answer Asked by Robert on June 13, 2024

• Celsius Holdings Inc. (CELH $56.34)
  • $56.34 P/E (TTM): 169.91X Cap: $14.25B
  • View CELH Profile
  • View Questions on CELH

Q: CELH continues to decline. I added once on the way down. Would it be worth while to add one more time to get too a full position?

Upvote 7

Read Answer Asked by sean on June 13, 2024

• Apple Inc. (AAPL $238.99)
  • $238.99 P/E (TTM): 35.92X Cap: $3.54T
  • View AAPL Profile
  • View Questions on AAPL
• Eli Lilly and Company (LLY $760.13)
  • $760.13 P/E (TTM): 48.9X Cap: $723.76B
  • View LLY Profile
  • View Questions on LLY
• Novo Nordisk A/S (NVO $58.20)
  • $58.20 P/E (TTM): 15.64X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO

Q: Just sold some Apple stock for two reasons. One, because the position was too large and two my potion in high tech stocks is also too high.
Need to redeploy the funds to healthcare I’m thinking of NVO or LLY.
What would you recommend and an entry point as well as the reason for the choice.

Thanks to the 5i team

Joe

Upvote 16

Read Answer Asked by Joe on June 13, 2024

• NVIDIA Corporation (NVDA $170.29)
  • $170.29 P/E (TTM): 57.34X Cap: $4.24T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi Peter, now that the split is done, what would be a good entry point for NVDA. Thanks

Upvote 6

Read Answer Asked by Nick on June 13, 2024

• NVIDIA Corporation (NVDA $170.29)
  • $170.29 P/E (TTM): 57.34X Cap: $4.24T
  • View NVDA Profile
  • View Questions on NVDA

Q: With the sweet run Nvidia has had, it is getting to be a pretty major chunk of my portfolio and I need to start trimming soon.

With the current momentum and the increased appeal to retail investors after the split, any thoughts on when to trim / when this run will start to ease off?

Thanks,

Jim

Upvote 27

Read Answer Asked by Jim on June 13, 2024

• Applied Materials Inc. (AMAT $178.13)
  • $178.13 P/E (TTM): 20.79X Cap: $138.24B
  • View AMAT Profile
  • View Questions on AMAT
• Broadcom Inc. (AVGO $346.17)
  • $346.17 P/E (TTM): 92.88X Cap: $1.70T
  • View AVGO Profile
  • View Questions on AVGO
• Micron Technology Inc. (MU $159.99)
  • $159.99 P/E (TTM): 28.32X Cap: $177.73B
  • View MU Profile
  • View Questions on MU
• QUALCOMM Incorporated (QCOM $165.26)
  • $165.26 P/E (TTM): 15.58X Cap: $177.10B
  • View QCOM Profile
  • View Questions on QCOM
• NextEra Energy Inc. (NEE $70.31)
  • $70.31 P/E (TTM): 25.0X Cap: $143.80B
  • View NEE Profile
  • View Questions on NEE
• Constellation Energy Corporation (CEG $321.28)
  • $321.28 P/E (TTM): 34.49X Cap: $100.87B
  • View CEG Profile
  • View Questions on CEG
• Nextracker Inc. (NXT $68.71)
  • $68.71 P/E (TTM): 18.43X Cap: $9.89B
  • View NXT Profile
  • View Questions on NXT

Q: Would you please please order the tech stocks in order of preference for long term hold with a brief explanation of each.
Would you consider CEG comparable to NEE?

Upvote 12

Read Answer Asked by Catherine on June 13, 2024

• Broadcom Inc. (AVGO $346.17)
  • $346.17 P/E (TTM): 92.88X Cap: $1.70T
  • View AVGO Profile
  • View Questions on AVGO
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $262.79)
  • $262.79 P/E (TTM): 35.48X Cap: $1.35T
  • View TSM Profile
  • View Questions on TSM

Q: Thinking of investing in chips. TSM or AVGO. Pros or Cons. Or is there something better? Your view would be appreciated.

Upvote 9

Read Answer Asked by John on June 12, 2024

• Danaher Corporation (DHR $192.94)
  • $192.94 P/E (TTM): 40.03X Cap: $138.15B
  • View DHR Profile
  • View Questions on DHR
• Eli Lilly and Company (LLY $760.13)
  • $760.13 P/E (TTM): 48.9X Cap: $723.76B
  • View LLY Profile
  • View Questions on LLY
• Thermo Fisher Scientific Inc (TMO $472.64)
  • $472.64 P/E (TTM): 27.44X Cap: $181.53B
  • View TMO Profile
  • View Questions on TMO
• UnitedHealth Group Incorporated (DE) (UNH $341.61)
  • $341.61 P/E (TTM): 14.56X Cap: $307.72B
  • View UNH Profile
  • View Questions on UNH
• Novo Nordisk A/S (NVO $58.20)
  • $58.20 P/E (TTM): 15.64X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO

Q: I am interested to invest in the US health sector. Could you please suggest the best pharmaceutical companies in the market or companies related to the health sector? Thank you.

Upvote 7

Read Answer Asked by Esther on June 12, 2024

• AbbVie Inc. (ABBV $220.81)
  • $220.81 P/E (TTM): 104.12X Cap: $382.03B
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY $760.13)
  • $760.13 P/E (TTM): 48.9X Cap: $723.76B
  • View LLY Profile
  • View Questions on LLY

Q: I have both of the above and have gains in both. Are the prospects for LLY superior to ABBV? I've held ABBV for several years but am wondering if it's time to say good bye. Please explain.
Thanks

al

Upvote 2

Read Answer Asked by alex on June 12, 2024

• Five Below Inc. (FIVE $148.58)
  • $148.58 P/E (TTM): 30.81X Cap: $8.21B
  • View FIVE Profile
  • View Questions on FIVE

Q: I know your not a big fan of averaging down but I bought a half position of this at $138 and now after a bad quarter report do you think it’s worth buying another half position down here in the $-115s for a 1-2 year hold,your thoughts on the company and management and what you think is a good entry point ….Thanks

Upvote 3

Read Answer Asked by Greg on June 12, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $93.57)
  • $93.57 Cap: $4.81B
  • View HXS Profile
  • View Questions on HXS

Q: I am considering buying HXS but noticed the mer is .11% and the ter is .30% for a total of .41%. This seems huge, especially given other S&P 500 etf's like VFV have a ter of 0. Why is this?

Upvote 6

Read Answer Asked by Brad on June 12, 2024

• Broadcom Inc. (AVGO $346.17)
  • $346.17 P/E (TTM): 92.88X Cap: $1.70T
  • View AVGO Profile
  • View Questions on AVGO

Q: I hold AVGO in my RRIFF. I sold half of my holding when it was trading at 3.5 times my cost base, to reduce my exposure back down to 3% target weight in my overall portfolio. It's now trading at nearly 6 times my cost base and is at 4.6% portfolio weight. If it continues to run I will sell half again when it hits 6%. Is this a sound strategy? At what price would AVGO need to reach before you would say it was approaching bubble territory and I should cash out entirely?

Upvote 6

Read Answer Asked by David on June 12, 2024

• Eli Lilly and Company (LLY $760.13)
  • $760.13 P/E (TTM): 48.9X Cap: $723.76B
  • View LLY Profile
  • View Questions on LLY
• AbbVie Inc 0.750% Senior Notes 2027 (ABBV.27)
  • View ABBV.27 Profile
  • View Questions on ABBV.27

Q: Hi 5iTeam,

Which one of these two would be your choice and why if you were to choose between the two? Thanks

H

Upvote 6

Read Answer Asked by Harry on June 12, 2024

• Lincoln Electric Holdings Inc. (LECO $234.28)
  • $234.28 P/E (TTM): 26.56X Cap: $13.36B
  • View LECO Profile
  • View Questions on LECO

Q: Please give me your assessment on this company. How would you rate it?

Upvote 3

Read Answer Asked by Connie on June 12, 2024

• MSCI Inc. (MSCI $578.64)
  • $578.64 P/E (TTM): 38.21X Cap: $43.86B
  • View MSCI Profile
  • View Questions on MSCI
• Ferrari N.V. (RACE $470.03)
  • $470.03 Cap: $116.42B
  • View RACE Profile
  • View Questions on RACE

Q: Hello Team,
Which of these , or both, would you recommend as a long term compounder and why.
Thank You,
Barry

Upvote 7

Read Answer Asked by Barry on June 11, 2024

• Costco Wholesale Corporation (COST $963.03)
  • $963.03 P/E (TTM): 56.08X Cap: $422.22B
  • View COST Profile
  • View Questions on COST
• Booking Holdings Inc. (BKNG $5,553.70)
  • $5,553.70 P/E (TTM): 38.76X Cap: $177.44B
  • View BKNG Profile
  • View Questions on BKNG

Q: I am going to sell COST due to the CG tax change. I was going to repurchase it, but you have suggested that it may be overpriced. What other good quality US stock would be an alternative.

Upvote 3

Read Answer Asked by stephen on June 11, 2024

• Apple Inc. (AAPL $238.99)
  • $238.99 P/E (TTM): 35.92X Cap: $3.54T
  • View AAPL Profile
  • View Questions on AAPL
• Microsoft Corporation (MSFT $510.02)
  • $510.02 P/E (TTM): 37.78X Cap: $3.78T
  • View MSFT Profile
  • View Questions on MSFT

Q: I do not have a position in Microsoft , but I still have what hs become a relatively modest position in AAPL. I don't really want to increase the amount I have in technical stocks nor do I have the cash at this time. So , I am considering selling half my Apple shares and buying Microsoft with the proceeds. This would be in a registered account. Would you consider this advisable at this time ?

Thanks in advance,

Upvote 8

Read Answer Asked by Leonard on June 10, 2024

• Equinix Inc. (EQIX $778.78)
  • $778.78 P/E (TTM): 77.92X Cap: $76.26B
  • View EQIX Profile
  • View Questions on EQIX
• Digital Realty Trust Inc. (DLR $171.15)
  • $171.15 P/E (TTM): 46.06X Cap: $59.29B
  • View DLR Profile
  • View Questions on DLR

Q: I know these two companies are date center REITs, but do they diverge in any meaningful way in terms of their businesses, or are they essentially the same? Which one would you prefer now as an investment?

Upvote 2

Read Answer Asked by Brendan on June 10, 2024

• Littelfuse Inc. (LFUS $260.40)
  • $260.40 P/E (TTM): 61.12X Cap: $6.53B
  • View LFUS Profile
  • View Questions on LFUS

Q: Given the tailwinds for this sub-sector, how would you rate LFUS against others in this sub-sector that you like. Could you rank it against comparables - pros and cons and valuation. Would you recomend buying it today?

Upvote 2

Read Answer Asked by sam on June 10, 2024