Investment Q&A

• Alphabet Inc. (GOOG $347.31)
  • $347.31 P/E (TTM): 32.24X Cap: $4.23T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.06)
  • $166.06 P/E (TTM): 131.68X Cap: $216.56B
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• Crocs Inc. (CROX $100.14)
  • $100.14 Cap: $5.13B
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• Aspen Aerogels Inc. (ASPN $3.61)
  • $3.61 Cap: $299M
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• ADF Group Inc. Subordinate Voting Shares (DRX $9.30)
  • $9.30 P/E (TTM): 9.69X Cap: $274M
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• Vertiv Holdings LLC Class A (VRT $306.18)
  • $306.18 P/E (TTM): 94.55X Cap: $117.16B
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• Celsius Holdings Inc. (CELH $32.66)
  • $32.66 P/E (TTM): 130.48X Cap: $8.39B
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• Cellebrite DI Ltd. (CLBT $12.71)
  • $12.71 Cap: $3.17B
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• TransMedics Group Inc. (TMDX $98.57)
  • $98.57 P/E (TTM): 22.29X Cap: $3.40B
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• Nextpower Inc. (NXT $114.27)
  • $114.27 P/E (TTM): 31.35X Cap: $17.30B
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• GigaCloud Technology Inc (GCT $43.39)
  • $43.39 P/E (TTM): 12.55X Cap: $1.57B
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• Westgold Resources Limited Ordinary shares (WGX $5.53)
  • $5.53 Cap: $5.22B
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Q: Hello Team,

I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.

Upvote 11

Read Answer Asked by Kevin on October 30, 2024

• Sprouts Farmers Market Inc. (SFM $71.13)
  • $71.13 P/E (TTM): 13.49X Cap: $6.68B
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Q: Hello 5i
As a follow up to my last question I was surprised to hear SFM only expected 10% growth going forward. Can you tell me what growth was expected this year that could justify a stock price gain of over 140%?
Thank you so much for your help
Dave

Upvote 2

Read Answer Asked by Dave on October 30, 2024

• Fastenal Company (FAST $43.71)
  • $43.71 P/E (TTM): 40.07X Cap: $50.18B
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• Comfort Systems USA Inc. (FIX $1,724.14)
  • $1,724.14 P/E (TTM): 62.08X Cap: $60.52B
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• Watsco Inc. (WSO $428.51)
  • $428.51 P/E (TTM): 36.49X Cap: $17.42B
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Q: please provide 3 important current metrics used to value WSO and compare them to their 3 year average. if you like WSO what would be a good entry point if not is there a competitor that you would recommend and why thanks Richard

Upvote 3

Read Answer Asked by richard on October 29, 2024

• CECO Environmental Corp. (CECO $72.48)
  • $72.48 P/E (TTM): 54.63X Cap: $2.38B
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Q: Is it time to sell

Upvote 2

Read Answer Asked by andre on October 29, 2024

• Restaurant Brands International Inc. (QSR $107.65)
  • $107.65 P/E (TTM): 33.71X Cap: $48.85B
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• Boston Pizza Royalties Income Fund (BPF.UN $24.41)
  • $24.41 P/E (TTM): 13.55X Cap: $578M
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• Keg Royalties Income Fund (The) (KEG.UN $18.65)
  • $18.65 P/E (TTM): 169.64X Cap: $309M
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• Domino's Pizza Inc (DPZ $332.31)
  • $332.31 P/E (TTM): 19.03X Cap: $11.05B
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Q: I have received my cash payment for the shares in AW.UN. I would like to reinvest the funds and was thinking of investing in either the Keg or Boston Pizza fund. Can you please compare the two funds and advise which would be more stable and have some potential for growth.. Any other suggestion in the food services industry would be welcomed. Thank you for your great service.

Stella

Upvote 3

Read Answer Asked by Stella on October 29, 2024

• GE Aerospace (GE $283.57)
  • $283.57 P/E (TTM): 35.04X Cap: $295.85B
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• Transdigm Group Incorporated (TDG $1,142.74)
  • $1,142.74 P/E (TTM): 37.27X Cap: $65.17B
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• Heico Corporation (HEI $260.99)
  • $260.99 P/E (TTM): 52.15X Cap: $36.41B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 65.15X
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• Loar Holdings Inc. (LOAR $53.75)
  • $53.75 P/E (TTM): 77.55X Cap: $5.44B
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Q: What would be your top 3 buys in the Aerospace & Defense sector and why? Or would you just go with an ETF like XAR/PPA/ITA? Thanks!

Upvote 3

Read Answer Asked by Michael on October 29, 2024

• Intuitive Surgical Inc. (ISRG $453.83)
  • $453.83 P/E (TTM): 57.23X Cap: $165.26B
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• NVIDIA Corporation (NVDA $209.25)
  • $209.25 P/E (TTM): 44.21X Cap: $5.08T
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• Palo Alto Networks Inc. (PANW $181.54)
  • $181.54 P/E (TTM): 101.05X Cap: $148.13B
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• Crocs Inc. (CROX $100.14)
  • $100.14 Cap: $5.13B
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• CrowdStrike Holdings Inc. (CRWD $452.38)
  • $452.38 Cap: $114.72B
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• TransMedics Group Inc. (TMDX $98.57)
  • $98.57 P/E (TTM): 22.29X Cap: $3.40B
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Q: Making some adjustments in the growth portion of a registered account held in US$ by trimming NVDA & selling CROX which still has a good profit but may languish for awhile. Would you rank the above 4 picks please (highest = 10) and suggest entry price. Also, would you pick just 1 from each of the 2 sectors represented or would you prefer some of each and if so, divide equally or ??
Many thanks as always.

Upvote 7

Read Answer Asked by Alexandra on October 29, 2024

• Crocs Inc. (CROX $100.14)
  • $100.14 Cap: $5.13B
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Q: With the ongoing HeyDude problems and declining P/E, is Crocs in danger of becoming a value trap? Has it already become one? For a growth investor, is CROX still a hold or is it time to move on?

Upvote 2

Read Answer Asked by Martin on October 29, 2024

• Fortinet Inc. (FTNT $86.11)
  • $86.11 P/E (TTM): 35.26X Cap: $63.71B
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• Palo Alto Networks Inc. (PANW $181.54)
  • $181.54 P/E (TTM): 101.05X Cap: $148.13B
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• CrowdStrike Holdings Inc. (CRWD $452.38)
  • $452.38 Cap: $114.72B
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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

• Everforth Inc Com (ASGN)
  • P/E (TTM): 15.49X Cap: $806M
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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 $53.33)
  • $53.33 P/E (TTM): 105.07X Cap: $7.59B
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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 $100.14)
  • $100.14 Cap: $5.13B
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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 $453.83)
  • $453.83 P/E (TTM): 57.23X Cap: $165.26B
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• Booking Holdings Inc. (BKNG $173.98)
  • $173.98 P/E (TTM): 1.07X Cap: $134.81B
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• Super Micro Computer Inc. (SMCI $26.32)
  • $26.32 P/E (TTM): 20.48X Cap: $16.32B
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• Vertiv Holdings LLC Class A (VRT $306.18)
  • $306.18 P/E (TTM): 94.55X Cap: $117.16B
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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 $224.11)
  • $224.11 P/E (TTM): 91.43X Cap: $176.66B
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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 $98.57)
  • $98.57 P/E (TTM): 22.29X Cap: $3.40B
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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 $306.33)
  • $306.33 P/E (TTM): 115.85X Cap: $59.51B
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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 $1,724.14)
  • $1,724.14 P/E (TTM): 62.08X Cap: $60.52B
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• Carrier Global Corporation (CARR $61.74)
  • $61.74 P/E (TTM): 36.17X Cap: $51.60B
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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 $55.18)
  • $55.18 P/E (TTM): 22.31X Cap: $2.03B
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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 $243.57)
  • $243.57 P/E (TTM): 13.95X Cap: $98.45B
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• KKR & Co. Inc. (KKR $99.32)
  • $99.32 P/E (TTM): 43.03X Cap: $88.54B
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• lululemon athletica inc. (LULU $138.16)
  • $138.16 P/E (TTM): 10.74X Cap: $15.26B
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• Sprouts Farmers Market Inc. (SFM $71.13)
  • $71.13 P/E (TTM): 13.49X Cap: $6.68B
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• Celsius Holdings Inc. (CELH $32.66)
  • $32.66 P/E (TTM): 130.48X Cap: $8.39B
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• Applovin Corporation (APP $443.43)
  • $443.43 P/E (TTM): 47.21X Cap: $151B
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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 $68.81)
  • $68.81 P/E (TTM): 26.3X Cap: $67.13B
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• Halliburton Company (HAL $41.81)
  • $41.81 P/E (TTM): 26.75X Cap: $34.09B
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• SLB Limited (SLB $55.70)
  • $55.70 P/E (TTM): 23.5X Cap: $83.69B
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• Ensign Energy Services Inc. (ESI $3.91)
  • $3.91 Cap: $722M
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• Precision Drilling Corporation (PD $140.03)
  • $140.03 Cap: $1.81B
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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