Investment Q&A

• Alphabet Inc. (GOOG $338.53)
  • $338.53 P/E (TTM): 33.42X Cap: $4.07T
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• General Dynamics Corporation (GD $351.09)
  • $351.09 P/E (TTM): 22.77X Cap: $94.83B
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• Roper Technologies Inc. (ROP $371.23)
  • $371.23 P/E (TTM): 25.57X Cap: $39.95B
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• The Trade Desk Inc. (TTD $30.33)
  • $30.33 P/E (TTM): 34.86X Cap: $14.66B
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Q: Any reason for the decline in price today,would you buy any today and in what order thanx

Upvote 5

Read Answer Asked by andre on July 24, 2024

• Alphabet Inc. (GOOG $338.53)
  • $338.53 P/E (TTM): 33.42X Cap: $4.07T
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Q: Can you comment on Google earnings? Thank-you.

Upvote 9

Read Answer Asked by Alex on July 24, 2024

• Philip Morris International Inc (PM $179.44)
  • $179.44 P/E (TTM): 32.45X Cap: $279.32B
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• Constellation Brands Inc. (STZ $156.70)
  • $156.70 P/E (TTM): 22.68X Cap: $27.16B
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• Brown Forman Inc Class B (BF.B $27.37)
  • $27.37 P/E (TTM): 16.01X Cap: $12.89B
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• Diageo plc (DEO $92.80)
  • $92.80 P/E (TTM): 21.17X Cap: $51.50B
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Q: I would like to replace Diageo with company that has a better growth profile. Can you provide me with a few names please; CDN or US$. Thanks as always.

Upvote 4

Read Answer Asked by Gerry on July 24, 2024

• Philip Morris International Inc (PM $179.44)
  • $179.44 P/E (TTM): 32.45X Cap: $279.32B
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• Enbridge Inc. (ENB $66.47)
  • $66.47 P/E (TTM): 25.42X Cap: $144.98B
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• Canadian Natural Resources Limited (CNQ $50.63)
  • $50.63 P/E (TTM): 15.97X Cap: $105.46B
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• Ares Management Corporation Class A (ARES $149.67)
  • $149.67 P/E (TTM): 64.4X Cap: $48.92B
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• British American Tobacco p.l.c. (BTI $60.68)
  • $60.68 P/E (TTM): 32.18X Cap: $131.81B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.65)
  • $67.65 P/E (TTM): 30.77X Cap: $108.96B
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Q: Hi,
what would be your top 3 dividend stock right now that's not in financial and utilities?
Also what would be your top 3 in US?
Thank You

Upvote 9

Read Answer Asked by Danny on July 24, 2024

• Vertiv Holdings LLC Class A (VRT $186.18)
  • $186.18 P/E (TTM): 70.26X Cap: $71.18B
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Q: A fairly large move by VRT after earnings. Can I have your opinion? Also does this look like a buying opportunity?

Thank-you.

Upvote 10

Read Answer Asked by Alex on July 24, 2024

• State Street SPDR S&P 500 ETF Trust (SPY $691.97)
  • $691.97 P/E (TTM): 26.17X Cap: $707.90B
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Q: CRTC NYSE Arca/US Xtrackers US National Critical Technologies ETF.

What's your opinion on this one buy or not?

Holdings seem similar to other ETF's I hold.

Thank you.

Upvote 1

Read Answer Asked by Ross on July 24, 2024

• United Parcel Service Inc. (UPS $106.22)
  • $106.22 P/E (TTM): 16.44X Cap: $90.11B
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Q: Hello, UPS has dropped quite a bit following earnings release, do you believe it is more of a « market dislocation » or does it reflect UPS’s new value? If the former, is this a good opportunity to buy now? Thanks?

Upvote 4

Read Answer Asked by Martin on July 24, 2024

Q: SHLD NYSE Arca/US Global X Defense Tech ETF

What's your opinion on this one, buy or not?

Has some unusual holdings.

Thank you.

Upvote 3

Read Answer Asked by Ross on July 24, 2024

• Medpace Holdings Inc. (MEDP $582.48)
  • $582.48 P/E (TTM): 40.73X Cap: $16.40B
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Q: Your comments please on their recent quarterly results and the market reaction - a 20% drawdown.

Thanks,

Upvote 3

Read Answer Asked by Adam on July 23, 2024

• The Walt Disney Company (DIS $112.80)
  • $112.80 P/E (TTM): 16.47X Cap: $200.03B
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• Alight Inc. Class A (ALIT $1.53)
  • $1.53 Cap: $821M
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• DraftKings Inc. (DKNG $27.51)
  • $27.51 Cap: $13.69B
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• Celsius Holdings Inc. (CELH $52.48)
  • $52.48 P/E (TTM): 477.09X Cap: $13.52B
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• JFrog Ltd. (FROG $54.80)
  • $54.80 Cap: $7.10B
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• Affirm Holdings Inc. (AFRM $60.30)
  • $60.30 P/E (TTM): 87.39X Cap: $19.90B
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• Coupang Inc. Class A (CPNG $20.16)
  • $20.16 P/E (TTM): 95.55X Cap: $36.82B
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• SoFi Technologies Inc. (SOFI $22.81)
  • $22.81 P/E (TTM): 40.73X Cap: $28.72B
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Q: pleade rank the following list of stocks to sell : SOFI, AFRM, DIS, FROG, CPNG, ALIT, CELH, DKNG. Thanks"

Upvote 3

Read Answer Asked by Esther on July 23, 2024

Q: Hello 5i
Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 23, 2024

• lululemon athletica inc. (LULU $174.50)
  • $174.50 P/E (TTM): 12.14X Cap: $19.57B
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• EQB Inc. (EQB $106.19)
  • $106.19 P/E (TTM): 16.02X Cap: $3.99B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $179.56)
  • $179.56 P/E (TTM): 26.56X Cap: $2.13B
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• Crocs Inc. (CROX $83.92)
  • $83.92 P/E (TTM): 27.34X Cap: $4.35B
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• Vertiv Holdings LLC Class A (VRT $186.18)
  • $186.18 P/E (TTM): 70.26X Cap: $71.18B
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• Celsius Holdings Inc. (CELH $52.48)
  • $52.48 P/E (TTM): 477.09X Cap: $13.52B
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• Propel Holdings Inc. (PRL $24.37)
  • $24.37 P/E (TTM): 11.16X Cap: $959M
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.07)
  • $62.07 P/E (TTM): 89.22X Cap: $139.36B
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Q: Hi Team,
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks

Shane

Upvote 9

Read Answer Asked by Shane on July 23, 2024

Q: Hello, SPRY is a company developing an alternative treatment for anaphylaxis treatment. I am wondering about the team's thoughts on its current valuation and if it seems reasonable given the company's prospects. Also given favorable inflation data continuing, could this small-cap have good price appreciation potential with lowering interest rates?
Thank you.

Upvote 1

Read Answer Asked by Robert on July 23, 2024

Q: YAMCF is Yamaha and was recommended recently on Market Call. I have been watching and it seems to be doing fairly well. It also has another name YAMHF still representing Yamaha. Can you give me your take on Yamaha. SMR was one you had talked about some time ago and is on my 5i Watchlist. It has dropped off considerably. Would you have an update on it?

Upvote 1

Read Answer Asked by Dennis on July 23, 2024

• Applied Materials Inc. (AMAT $322.32)
  • $322.32 P/E (TTM): 37.13X Cap: $255.50B
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• Broadcom Inc. (AVGO $331.30)
  • $331.30 P/E (TTM): 69.75X Cap: $1.57T
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• Micron Technology Inc. (MU $414.88)
  • $414.88 P/E (TTM): 54.66X Cap: $466.95B
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• QUALCOMM Incorporated (QCOM $151.59)
  • $151.59 P/E (TTM): 30.26X Cap: $161.90B
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• Atlassian Corporation (TEAM $118.18)
  • $118.18 Cap: $31.10B
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• ON Semiconductor Corporation (ON $59.89)
  • $59.89 P/E (TTM): 77.78X Cap: $24.09B
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• Arista Networks Inc. (ANET $141.74)
  • $141.74 P/E (TTM): 53.69X Cap: $178.49B
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• Marvell Technology Inc. (MRVL $78.92)
  • $78.92 P/E (TTM): 27.69X Cap: $66.93B
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• Super Micro Computer Inc. (SMCI $29.11)
  • $29.11 P/E (TTM): 22.92X Cap: $17.37B
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• Dell Technologies Inc. Class C (DELL $114.44)
  • $114.44 P/E (TTM): 14.94X Cap: $75.83B
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• Vertiv Holdings LLC Class A (VRT $186.18)
  • $186.18 P/E (TTM): 70.26X Cap: $71.18B
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• Infineon Technologies AG ADR (IFNNY $49.01)
  • $49.01 P/E (TTM): 43.47X Cap: $63.89B
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Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?

VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM

Upvote 5

Read Answer Asked by Brian on July 23, 2024

• Vertiv Holdings LLC Class A (VRT $186.18)
  • $186.18 P/E (TTM): 70.26X Cap: $71.18B
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Q: Dear Peter et al:

I know from your answers that you like VRT. I am down by about 8%. Not too worried. Willing to hold on to this.

The question is two fold:

1. I look at Finviz screener (freebie version!) and the Debt: Equity ratio and LT Debt is high? 2.25 it says. What does it mean? Indicates risk?

2. Worth adding to VRT as it has pulled back or do you think there is more downside drift to come given the sector rotation is now firmly in place?

3. Offers a decent premium and to my earlier question sometime ago you had recommended this as a candidate for writing call options. Do you still hold that view?

Many thanks in advance.

Upvote 6

Read Answer Asked by Savalai on July 23, 2024

• JPMorgan Chase & Co. (JPM $305.89)
  • $305.89 P/E (TTM): 15.14X Cap: $832.71B
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• Eli Lilly and Company (LLY $1,037.15)
  • $1,037.15 P/E (TTM): 50.74X Cap: $980.50B
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• Uber Technologies Inc. (UBER $80.05)
  • $80.05 P/E (TTM): 10.29X Cap: $166.33B
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Q: What are your top three non-tech CDR picks?

Upvote 11

Read Answer Asked by Gary on July 23, 2024

• American Airlines Group Inc. (AAL $13.30)
  • $13.30 P/E (TTM): 14.78X Cap: $8.77B
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Q: What are your thoughts about American? They have made some recent changes to management and announced the will fix their distribution strategy. Do see this stock as a mid to long term buy? I do have a small position at the $10.50 mark.

Thank you

Upvote 1

Read Answer Asked by Edward on July 22, 2024

• Jacobs Solutions Inc. (J $135.26)
  • $135.26 P/E (TTM): 56.83X Cap: $16.06B
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Q: Wondering if you are still positive towards this company and do you see it as a buy, sell, or hold. Thanks!

Upvote 2

Read Answer Asked by Neil on July 22, 2024

• Alphabet Inc. (GOOGL $338.00)
  • $338.00 P/E (TTM): 33.37X Cap: $4.07T
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Q: Hi 5i Research team,

I have a brokerage account where I get Analyst Rating change Notice about the stocks I hold. One of my holding is GOOGL:Q and today there was an analyst rating change from Mizuho Securities for the current price target to US$205 from previous price target of US$295. Normally this kind of downgrading gives weakness in stock price.

My question is "do this kind of large price decrease targets are normal and do these people have inside information what normal investor have no clue"?

Your thoughts about the company will be appreciated.

Piyush

Upvote 3

Read Answer Asked by Piyush on July 22, 2024