Investment Q&A

• Fortinet Inc. (FTNT $82.50)
  • $82.50 P/E (TTM): 33.96X Cap: $61.06B
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• Palo Alto Networks Inc. (PANW $161.82)
  • $161.82 P/E (TTM): 90.17X Cap: $133.17B
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• CrowdStrike Holdings Inc. (CRWD $398.11)
  • $398.11 Cap: $101.22B
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Q: Could you please rank your top 3 software security companies that you like today. thank you.

Upvote 8

Read Answer Asked by Cheryl on October 29, 2024

• ASGN Incorporated (ASGN $38.55)
  • $38.55 P/E (TTM): 14.96X Cap: $1.61B
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Q: Please comment on the latest quarterly results foe ASGN and the outlook for this stock.

Upvote 2

Read Answer Asked by Larry M. on October 29, 2024

• Clear Secure Inc. Class A (YOU $51.81)
  • $51.81 P/E (TTM): 98.58X Cap: $6.54B
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Q: Please advise your thoughts on You. Do you recommend as Buy or hold. Their earnings will be next week do they usually beat their earnings and their forecast

Thanks for the great advice

Upvote 2

Read Answer Asked by Hector on October 29, 2024

• Crocs Inc. (CROX $88.08)
  • $88.08 Cap: $4.20B
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Q: Please comment on CROX’s decline. Reason for concern?

How’d earnings go?

Thank you

Upvote 3

Read Answer Asked by Nick on October 29, 2024

• Intuitive Surgical Inc. (ISRG $451.31)
  • $451.31 P/E (TTM): 57.44X Cap: $160.54B
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• Booking Holdings Inc. (BKNG $175.89)
  • $175.89 P/E (TTM): 25.25X Cap: $132.84B
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• Super Micro Computer Inc. (SMCI $22.25)
  • $22.25 P/E (TTM): 17.07X Cap: $13.90B
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• Vertiv Holdings LLC Class A (VRT $259.68)
  • $259.68 P/E (TTM): 76.62X Cap: $99.96B
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Q: Good Morning,
I currently hold a small position in SMCI at the break even point. I’m considering selling SMCI and adding VRT or ISRG for a solid growth name. Is this a move that you would endorse, and if so, which one would you choose at current levels. Feel free to include any alternative names if you see fit.
Thank you,

Upvote 6

Read Answer Asked by Kevin on October 29, 2024

• The Boeing Company (BA $211.82)
  • $211.82 P/E (TTM): 83.96X Cap: $163.62B
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Q: I am thinking of taking a position in the CDR?

more of a trade, rather then a longer term investment.

what are your thoughts ?

thanks

Upvote 2

Read Answer Asked by Stephen on October 29, 2024

• TransMedics Group Inc. (TMDX $104.71)
  • $104.71 P/E (TTM): 20.76X Cap: $3.45B
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Q: I just read the third quarter results. The market reaction is horrible. It looks like its going to drop 30 percent at opening. My issue is I didn't see any red flags. Growth target is on track. The only negative was a drop in gross margin which was explained. Should I buy on the dip once the price stabilizes.

Upvote 3

Read Answer Asked by Steve on October 29, 2024

• Teradyne Inc. (TER $313.65)
  • $313.65 P/E (TTM): 89.22X Cap: $48.47B
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Q: Can you please comment the company? Is it buyable? Thank you

Upvote 1

Read Answer Asked by Frank on October 29, 2024

• Comfort Systems USA Inc. (FIX $1,433.13)
  • $1,433.13 P/E (TTM): 49.04X Cap: $49.84B
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• Carrier Global Corporation (CARR $55.63)
  • $55.63 P/E (TTM): 32.64X Cap: $46.56B
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Q: I am interested in investing in one of the above listed companies. Can you please give me your thoughts and analysis? Do you think these companies are a good investment and why . Which of these companies would you prefer? FIX took a big hit on October 25th. Thank you.

Upvote 2

Read Answer Asked by Brian on October 29, 2024

• SPS Commerce Inc. (SPSC $57.94)
  • $57.94 P/E (TTM): 22.8X Cap: $2.09B
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Q: Thoughts on SPSC results and the market reaction? Is it OK to own?

Thanks!

Upvote 2

Read Answer Asked by Gooding on October 29, 2024

• Adobe Inc. (ADBE $244.60)
  • $244.60 P/E (TTM): 14.16X Cap: $98.18B
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• KKR & Co. Inc. (KKR $90.72)
  • $90.72 P/E (TTM): 38.99X Cap: $81.33B
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• lululemon athletica inc. (LULU $155.38)
  • $155.38 P/E (TTM): 10.84X Cap: $17.20B
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• Sprouts Farmers Market Inc. (SFM $77.33)
  • $77.33 P/E (TTM): 14.6X Cap: $7.33B
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• Celsius Holdings Inc. (CELH $35.87)
  • $35.87 P/E (TTM): 136.32X Cap: $8.75B
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• Applovin Corporation (APP $411.59)
  • $411.59 P/E (TTM): 39.63X Cap: $130.31B
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Q: Hello 5i
My patience is running low on CELH LULU ADBE. I'm considering switch to KKR APP SFM. I'm looking for growth with a fairly high risk tolerance.
Could I have your opinion on the growth prospects on all six of these and which would be your favourites please?
Thank you
Dave

Upvote 4

Read Answer Asked by Dave on October 29, 2024

• Baker Hughes Company (BKR $60.67)
  • $60.67 P/E (TTM): 23.22X Cap: $59.88B
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• Halliburton Company (HAL $37.83)
  • $37.83 P/E (TTM): 25.45X Cap: $31.87B
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• SLB Limited (SLB $49.66)
  • $49.66 P/E (TTM): 21.04X Cap: $74.28B
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• Ensign Energy Services Inc. (ESI $3.58)
  • $3.58 Cap: $648M
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• Precision Drilling Corporation (PD $131.60)
  • $131.60 Cap: $1.69B
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Q: If President Trump is returned to office on November 5th, and given his promise to unleash American oil and gas production, would energy service stocks experience a significant tail wind. If yes, please provide your top suggestions, both U.S. and Canadian. Thanks

Upvote 3

Read Answer Asked by Greg on October 29, 2024

• Alphabet Inc. (GOOG $297.80)
  • $297.80 P/E (TTM): 27.24X Cap: $3.57T
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Q: For argument sake let’s say ChatGPT slowly takes market share from Google search over the next several years. Are you still as bullish on Google as you are today? Outside of search where do you think the growth is coming from?
Thanks

Upvote 9

Read Answer Asked by Curtis on October 29, 2024

• KKR & Co. Inc. (KKR $90.72)
  • $90.72 P/E (TTM): 38.99X Cap: $81.33B
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Q: Hi Guys,

I have a half position with KKR:US, would feel comfortable with a full position after their most recent quarter?

thanks

Jim

Upvote 3

Read Answer Asked by jim on October 29, 2024

• TransMedics Group Inc. (TMDX $104.71)
  • $104.71 P/E (TTM): 20.76X Cap: $3.45B
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Q: Would you start a new position in this tomorrow? It looks like earnings results were not liked by the after hours market. Sometimes it seems that the best time to buy is the day after an announcement when things get pushed down too much. Thanks.

Upvote 2

Read Answer Asked by Jason on October 28, 2024

• Kinsale Capital Group Inc. (KNSL $346.24)
  • $346.24 P/E (TTM): 15.92X Cap: $7.98B
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Q: Can you comment on the market reaction to KNSL earnings.I thought they were great…….

Upvote 2

Read Answer Asked by Kim on October 28, 2024

• Amazon.com Inc. (AMZN $212.23)
  • $212.23 P/E (TTM): 29.26X Cap: $2.25T
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• Alphabet Inc. (GOOG $297.80)
  • $297.80 P/E (TTM): 27.24X Cap: $3.57T
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• Intuitive Surgical Inc. (ISRG $451.31)
  • $451.31 P/E (TTM): 57.44X Cap: $160.54B
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• NVIDIA Corporation (NVDA $177.32)
  • $177.32 P/E (TTM): 36.2X Cap: $4.31T
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• Crocs Inc. (CROX $88.08)
  • $88.08 Cap: $4.20B
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• Axon Enterprise Inc. (AXON $415.26)
  • $415.26 P/E (TTM): 273.38X Cap: $33.18B
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• Berkshire Hathaway Inc. (BRK.B $477.19)
  • $477.19 P/E (TTM): 15.4X Cap: $1.03T
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• Trane Technologies plc (TT $429.86)
  • $429.86 P/E (TTM): 32.9X Cap: $94.52B
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• RTX Corporation (RTX $197.73)
  • $197.73 P/E (TTM): 39.56X Cap: $264.09B
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Q: Hi which top 5 US companies do you find most attractive at their respective valuation? “In order ideally please.” Please exclude my holdings in the answer. 5-10 years. Thank you

I currently hold GOOG, NVDA, AMZN, CROX, IRSG.

Upvote 18

Read Answer Asked by Nick on October 28, 2024

• Vanguard S&P 500 ETF (VOO $604.80)
  • $604.80 P/E (TTM): 26.2X Cap: $902.02B
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• State Street SPDR S&P 500 ETF Trust (SPY $657.91)
  • $657.91 P/E (TTM): 26.17X Cap: $658.21B
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Q: If u were to buy only one all in one etf what would you suggest - for longer term 3-5 years growth

Upvote 5

Read Answer Asked by Indra on October 28, 2024

• QuantumScape Corporation (QS $6.41)
  • $6.41 Cap: $3.89B
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Q: May I have your thoughts on QS’s latest quarter? The stock is up on high volume and I expect it will quickly settle back down. Any red flags? I know it is a high risk stock and will remain so until Volkswagen at least makes a royalty payment. Probably still high risk even after a royalty payment!
Jim

Upvote 1

Read Answer Asked by James on October 28, 2024

• Garmin Ltd. (Switzerland) (GRMN $242.74)
  • $242.74 P/E (TTM): 27.32X Cap: $45.74B
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• Intuitive Surgical Inc. (ISRG $451.31)
  • $451.31 P/E (TTM): 57.44X Cap: $160.54B
  • View ISRG Profile
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• NVIDIA Corporation (NVDA $177.32)
  • $177.32 P/E (TTM): 36.2X Cap: $4.31T
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• Booking Holdings Inc. (BKNG $175.89)
  • $175.89 P/E (TTM): 25.25X Cap: $132.84B
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• Eli Lilly and Company (LLY $924.77)
  • $924.77 P/E (TTM): 40.77X Cap: $883.95B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.17)
  • $45.17 P/E (TTM): 6.04X Cap: $3.66B
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• Novo Nordisk A/S (NVO $36.56)
  • $36.56 P/E (TTM): 10.4X Cap: $363.68B
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• Vanguard Total International Stock (VXUS $77.93)
  • $77.93 P/E (TTM): 10.89X Cap: $151.26B
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• Axon Enterprise Inc. (AXON $415.26)
  • $415.26 P/E (TTM): 273.38X Cap: $33.18B
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• Berkshire Hathaway Inc. (BRK.B $477.19)
  • $477.19 P/E (TTM): 15.4X Cap: $1.03T
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Q: My daughter recently inherited a substantial sum of money and would like me to invest such in a mix of companies, both in the US and Canada, with a modicum of international companies. She lives in Europe.
Could I respectfully ask if you could offer your chosen six equities in each of the US, Canada and worldwide (in order of preference), including one or two ETF’s, with a mid term (5 - 8 years hold) term. Could you also provide an entry point for each stock?

I do appreciate your guidance…

cj

Upvote 19

Read Answer Asked by Claus on October 28, 2024