Investment Q&A

• Super Micro Computer Inc. (SMCI $33.85)
  • $33.85 P/E (TTM): 25.85X Cap: $19.59B
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• Badger Meter Inc. (BMI $178.54)
  • $178.54 P/E (TTM): 37.64X Cap: $5.21B
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• Datadog Inc. (DDOG $160.01)
  • $160.01 P/E (TTM): 504.46X Cap: $55.54B
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• Docebo Inc. (DCBO $29.32)
  • $29.32 P/E (TTM): 27.79X Cap: $842M
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• Vertiv Holdings LLC Class A (VRT $179.73)
  • $179.73 P/E (TTM): 64.91X Cap: $65.68B
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• Palantir Technologies Inc. (PLTR $168.45)
  • $168.45 P/E (TTM): 552.57X Cap: $395.10B
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• Nextpower Inc. (NXT $91.62)
  • $91.62 P/E (TTM): 23.55X Cap: $13.45B
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Q: Looking for tax-loss proxy ideas for CAN: DCBO and US: NXT, SMCI, and PLTR. If there are simply better names to consider as replacements, those would be appreciated as well. Thank you!

Upvote 5

Read Answer Asked by Andrew on August 07, 2024

• Axon Enterprise Inc. (AXON $540.14)
  • $540.14 P/E (TTM): 169.05X Cap: $42.07B
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Q: Can I please get comments on Axon's latest quarter? Thank you

Upvote 5

Read Answer Asked by Neil on August 07, 2024

• Lockheed Martin Corporation (LMT $457.86)
  • $457.86 P/E (TTM): 25.29X Cap: $106.03B
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• RTX Corporation (RTX $174.91)
  • $174.91 P/E (TTM): 35.56X Cap: $231.82B
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Q: HI, RTX or LMT which one scores better? Greetings, Peter.

Upvote 4

Read Answer Asked by peter on August 07, 2024

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Do the recent earning results change your opinion on SQ? Thank-you.

Upvote 2

Read Answer Asked by Alex on August 07, 2024

• Microsoft Corporation (MSFT $492.01)
  • $492.01 P/E (TTM): 34.53X Cap: $3.65T
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Q: Does this market present a great opportunity to buy Microsoft for a long-term position?

Upvote 6

Read Answer Asked by Gary on August 07, 2024

• Albemarle Corporation (ALB $129.99)
  • $129.99 Cap: $14.93B
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Q: Can I get cons and cons for starting a new small position in ALB?..is current level a good entry level? Many txs...

Upvote 2

Read Answer Asked by adam on August 07, 2024

• Hewlett Packard Enterprise Company (HPE $21.87)
  • $21.87 P/E (TTM): 25.33X Cap: $28.40B
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• Super Micro Computer Inc. (SMCI $33.85)
  • $33.85 P/E (TTM): 25.85X Cap: $19.59B
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• Dell Technologies Inc. Class C (DELL $133.35)
  • $133.35 P/E (TTM): 19.15X Cap: $89.60B
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Q: These companies are often discussed as rivals. In light of SMCI’s results, what do you think of the prospects for HPE and DELL in relation to SMCI? If you had to rank them, which ones get the gold, silver and bronze?

Upvote 3

Read Answer Asked by Brian on August 07, 2024

• Celsius Holdings Inc. (CELH $40.94)
  • $40.94 P/E (TTM): 370.73X Cap: $10.55B
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Q: Please comment on the earnings and outlook going forward?

Upvote 3

Read Answer Asked by sean on August 07, 2024

• Celsius Holdings Inc. (CELH $40.94)
  • $40.94 P/E (TTM): 370.73X Cap: $10.55B
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Q: What's your take on the trading in Celsius ? seems like so much speculation vs fundamentals investing .

Thanks

Greg

Upvote 2

Read Answer Asked by Greg on August 07, 2024

• Super Micro Computer Inc. (SMCI $33.85)
  • $33.85 P/E (TTM): 25.85X Cap: $19.59B
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Q: SMCI reports after the bell today. They predicted around $8/share for the quarter. I bought this stock at $800, what are your thoughts about doubling down prior to earnings? Thanks

Upvote 5

Read Answer Asked by Terry on August 06, 2024

• Progressive Corporation (The) (PGR $228.79)
  • $228.79 P/E (TTM): 12.57X Cap: $134.16B
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• Manulife Financial Corporation (MFC $49.47)
  • $49.47 P/E (TTM): 15.33X Cap: $83.35B
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• Sun Life Financial Inc. (SLF $82.83)
  • $82.83 P/E (TTM): 20.6X Cap: $46.17B
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• Trisura Group Ltd. (TSU $40.74)
  • $40.74 P/E (TTM): 15.81X Cap: $1.91B
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• Arch Capital Group Ltd. (ACGL $93.92)
  • $93.92 P/E (TTM): 8.84X Cap: $34.23B
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Q: With the economy slowing and interest rate cuts on the horizon in the US and already occurring in Canada, should beneficiaries of the higher rates - insurance cos like TSU, FFH, and MFC be sold?

Upvote 3

Read Answer Asked by James on August 06, 2024

• CrowdStrike Holdings Inc. (CRWD $509.16)
  • $509.16 Cap: $127.77B
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• Vertiv Holdings LLC Class A (VRT $179.73)
  • $179.73 P/E (TTM): 64.91X Cap: $65.68B
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Q: Please compare/contrast VRT & CRWD as 5 year investment at this time.

Upvote 7

Read Answer Asked by Joel on August 06, 2024

• KKR & Co. Inc. (KKR $122.31)
  • $122.31 P/E (TTM): 51.2X Cap: $107.70B
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• Blackstone Inc. (BX $146.42)
  • $146.42 P/E (TTM): 41.52X Cap: $108.12B
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• Ares Management Corporation Class A (ARES $156.85)
  • $156.85 P/E (TTM): 66.5X Cap: $50.51B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.59)
  • $73.59 P/E (TTM): 32.41X Cap: $118.53B
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Q: Can I please have your thoughts on KKR. Your overall thoughts on the company and do you see more upside and your take on the recently announced earnings. Thank You.

Upvote 3

Read Answer Asked by Brian on August 06, 2024

• Alphabet Inc. (GOOG $320.12)
  • $320.12 P/E (TTM): 31.95X Cap: $3.86T
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• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 51.36X Cap: $4.38T
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• Eli Lilly and Company (LLY $1,075.47)
  • $1,075.47 P/E (TTM): 54.03X Cap: $1.01T
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Q: A rather timely question this morning for 5i clients. If you wanted to add on the big pullback this morning, what would be the 3 names you'd add to? Thx

Upvote 11

Read Answer Asked by Adam on August 06, 2024

• Amazon.com Inc. (AMZN $233.22)
  • $233.22 P/E (TTM): 32.37X Cap: $2.44T
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Q: Is this worthwhile ( Canadian at about $22or should one just buy on that NYSE?

Upvote 4

Read Answer Asked by Margot on August 06, 2024

• Nextpower Inc. (NXT $91.62)
  • $91.62 P/E (TTM): 23.55X Cap: $13.45B
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Q: Hi,

Comments on NXT's quarter, please and thank you! Numbers didn't look bad to me.

Michael

Upvote 7

Read Answer Asked by Michael on August 06, 2024

• KKR & Co. Inc. (KKR $122.31)
  • $122.31 P/E (TTM): 51.2X Cap: $107.70B
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Q: why did kkr drop so much on last Friday

Upvote 2

Read Answer Asked by Ronald on August 06, 2024

• Cassava Sciences Inc. (SAVA $3.25)
  • $3.25 Cap: $163M
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Q: Your thoughts on this stock. Also, what would explain a yoyo round trip in the stock price in 1 day on increased volume as seen on Monday. Thanks

Upvote 1

Read Answer Asked by Charles on August 06, 2024

• Palantir Technologies Inc. (PLTR $168.45)
  • $168.45 P/E (TTM): 552.57X Cap: $395.10B
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Q: Hi, Could you please comment on Palentir earnings. Thank you

Upvote 5

Read Answer Asked by francis on August 06, 2024

• Westlake Corporation (WLK $66.81)
  • $66.81 Cap: $8.30B
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Q: Your thoughts on this company. Is it a buy, sell or hold. Thanks

Upvote 1

Read Answer Asked by Charles on August 06, 2024