Investment Q&A

• Aspen Aerogels Inc. (ASPN $3.81)
  • $3.81 Cap: $295M
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Q: Hi 5i Team,
Pls can you comment on Aspen Aerogel earning.

Upvote 2

Read Answer Asked by Pui on August 08, 2024

• Duolingo Inc. (DUOL $154.70)
  • $154.70 P/E (TTM): 18.83X Cap: $6.78B
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Q: Good morning... Your comments on DUOL's quarter and whether you're still bullish on the company? Buy, sell or hold?

thanks, Mark

Upvote 2

Read Answer Asked by Mark on August 08, 2024

• Airbnb Inc. (ABNB $135.32)
  • $135.32 P/E (TTM): 31.2X Cap: $82.23B
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Q: Please comment on earnings.
Has their latest quarter changed your outlook on the stock?
Thank you very much
Karim.

Upvote 1

Read Answer Asked by Karim on August 08, 2024

• Amazon.com Inc. (AMZN $234.74)
  • $234.74 P/E (TTM): 32.63X Cap: $2.47T
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• Constellation Software Inc. (CSU $2,712.83)
  • $2,712.83 P/E (TTM): 61.05X Cap: $57.36B
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• Teladoc Health Inc. (TDOC $6.35)
  • $6.35 Cap: $1.09B
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Q: Hello Peter,
What is your opinion on Amazon's results? Buying opportunity? Would you use the decline in share price of constellation over the last two days as way of buying more? Is Teledoc a sell at this point and does the theme of remote healthcare no longer hold as it did during covid? thanks a bunch

Upvote 11

Read Answer Asked by umedali on August 07, 2024

• Super Micro Computer Inc. (SMCI $32.95)
  • $32.95 P/E (TTM): 24.73X Cap: $19.24B
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Q: How was latest quarter? Reaction overblown or justified? Thank you

Upvote 6

Read Answer Asked by Neil on August 07, 2024

• Super Micro Computer Inc. (SMCI $32.95)
  • $32.95 P/E (TTM): 24.73X Cap: $19.24B
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• Badger Meter Inc. (BMI $171.58)
  • $171.58 P/E (TTM): 35.27X Cap: $5.01B
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• Datadog Inc. (DDOG $131.32)
  • $131.32 P/E (TTM): 372.61X Cap: $43.29B
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• Docebo Inc. (DCBO $25.71)
  • $25.71 P/E (TTM): 25.21X Cap: $724M
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• Vertiv Holdings LLC Class A (VRT $181.67)
  • $181.67 P/E (TTM): 66.11X Cap: $69.38B
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• Palantir Technologies Inc. (PLTR $166.78)
  • $166.78 P/E (TTM): 407.05X Cap: $394.05B
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• Nextpower Inc. (NXT $104.78)
  • $104.78 P/E (TTM): 25.01X Cap: $14.88B
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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 $600.67)
  • $600.67 P/E (TTM): 196.74X Cap: $48.44B
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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 $588.62)
  • $588.62 P/E (TTM): 32.07X Cap: $135.65B
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• RTX Corporation (RTX $197.52)
  • $197.52 P/E (TTM): 40.32X Cap: $264.80B
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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 $448.79)
  • $448.79 P/E (TTM): 32.33X Cap: $3.30T
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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 $186.36)
  • $186.36 Cap: $21.19B
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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 $21.85)
  • $21.85 Cap: $28.05B
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• Super Micro Computer Inc. (SMCI $32.95)
  • $32.95 P/E (TTM): 24.73X Cap: $19.24B
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• Dell Technologies Inc. Class C (DELL $119.11)
  • $119.11 P/E (TTM): 14.5X Cap: $75.05B
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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 $55.36)
  • $55.36 P/E (TTM): 515.36X Cap: $14.54B
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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 $55.36)
  • $55.36 P/E (TTM): 515.36X Cap: $14.54B
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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 $32.95)
  • $32.95 P/E (TTM): 24.73X Cap: $19.24B
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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 $204.55)
  • $204.55 P/E (TTM): 11.19X Cap: $119.03B
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• Manulife Financial Corporation (MFC $50.85)
  • $50.85 P/E (TTM): 15.92X Cap: $86.32B
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• Sun Life Financial Inc. (SLF $86.32)
  • $86.32 P/E (TTM): 21.59X Cap: $48.14B
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• Trisura Group Ltd. (TSU $44.15)
  • $44.15 P/E (TTM): 17.62X Cap: $2.09B
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• Arch Capital Group Ltd. (ACGL $91.44)
  • $91.44 P/E (TTM): 8.6X Cap: $33.46B
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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 $450.67)
  • $450.67 Cap: $112.40B
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• Vertiv Holdings LLC Class A (VRT $181.67)
  • $181.67 P/E (TTM): 66.11X Cap: $69.38B
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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 $124.86)
  • $124.86 P/E (TTM): 52.08X Cap: $110.82B
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• Blackstone Inc. (BX $156.04)
  • $156.04 P/E (TTM): 44.1X Cap: $115.17B
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• Ares Management Corporation Class A (ARES $162.05)
  • $162.05 P/E (TTM): 70.21X Cap: $53.06B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.83)
  • $71.83 P/E (TTM): 31.76X Cap: $113.71B
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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 $331.67)
  • $331.67 P/E (TTM): 31.8X Cap: $3.96T
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• NVIDIA Corporation (NVDA $185.64)
  • $185.64 P/E (TTM): 44.19X Cap: $4.45T
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• Eli Lilly and Company (LLY $1,082.40)
  • $1,082.40 P/E (TTM): 50.94X 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 $234.74)
  • $234.74 P/E (TTM): 32.63X Cap: $2.47T
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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