Investment Q&A

• Apple Inc. (AAPL $294.80)
  • $294.80 P/E (TTM): 37.05X Cap: $4.32T
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• Bank of America Corporation (BAC $50.78)
  • $50.78 P/E (TTM): 13.37X Cap: $360.36B
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• Berkshire Hathaway Inc. (BRK.B $484.96)
  • $484.96 P/E (TTM): 15.47X Cap: $1.03T
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Q: BRK.B What did you think of the quarterly earnings and what would you consider a good entry price?

Upvote 4

Read Answer Asked by Edward on November 04, 2024

• Mastercard Incorporated (MA $499.81)
  • $499.81 P/E (TTM): 30.13X Cap: $441.62B
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• Visa Inc. (V $326.42)
  • $326.42 P/E (TTM): 30.41X Cap: $618.39B
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Q: How were the recent earnings? Do you see these 2 becoming trillion dollar market caps over the next 8-10 years? No matter the time period you look at 1 month, 1 year, 5 year or longer its always up and to the right.

Upvote 3

Read Answer Asked by Sal on November 04, 2024

• Alphabet Inc. (GOOG $383.82)
  • $383.82 P/E (TTM): 35.78X Cap: $4.70T
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• Alphabet Inc. (GOOGL $387.35)
  • $387.35 P/E (TTM): 35.95X Cap: $4.69T
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Q: If you were starting a new position in Alphabet today, would you buy GOOG or GOOGL?
Thanks as always

Upvote 8

Read Answer Asked by Roman on November 04, 2024

• Etsy Inc. (ETSY $57.51)
  • $57.51 P/E (TTM): 43.06X Cap: $5.45B
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Q: Please comment on the most recent quarterly results. Buy, Hold or Sell?

Upvote 3

Read Answer Asked by Larry M. on November 04, 2024

• The Trade Desk Inc. (TTD $21.14)
  • $21.14 P/E (TTM): 23.91X Cap: $9.93B
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Q: Interested in your outlook for TTD? hanging around a 52 week and all time high.

Upvote 3

Read Answer Asked by Sal on November 04, 2024

• Broadcom Inc. (AVGO $419.30)
  • $419.30 P/E (TTM): 83.51X Cap: $1.98T
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• Microsoft Corporation (MSFT $407.77)
  • $407.77 P/E (TTM): 25.81X Cap: $3.02T
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• QUALCOMM Incorporated (QCOM $210.31)
  • $210.31 P/E (TTM): 47.89X Cap: $221.66B
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• Salesforce Inc. (CRM $171.31)
  • $171.31 P/E (TTM): 22.76X Cap: $158.11B
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Q: Hi There,

I own the first 3 companies in equal weightings and have done reasonably well with each. I’d like to buy AVGO but I need to sell one of the three.

All things considered which 1 do you think I should sell with a 5 year horizon.

Thank you!

Upvote 8

Read Answer Asked by Robert on November 04, 2024

• Microsoft Corporation (MSFT $407.77)
  • $407.77 P/E (TTM): 25.81X Cap: $3.02T
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Q: What would be a good entry point for MSFT, in your opinion ?

Upvote 7

Read Answer Asked by Robbie on November 04, 2024

• Robinhood Markets Inc. (HOOD $78.27)
  • $78.27 P/E (TTM): 39.6X Cap: $70.48B
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Q: Good Morning, I would like to know what you think of Robinhood's last quarter and future outlook for the company? Thank you.

Upvote 2

Read Answer Asked by Sandra on November 04, 2024

• Centene Corporation (CNC $59.31)
  • $59.31 Cap: $27.63B
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Q: What is your opinion of CNC as a near-term (for < 1 year) or long-term (5 years+) hold?
Do you believe its recent one month -14.37% drop to be strictly "election jitters"?
Thanks,
David

Upvote 2

Read Answer Asked by David on November 04, 2024

• CoStar Group Inc. (CSGP $33.05)
  • $33.05 P/E (TTM): 1646.0X Cap: $13.49B
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Q: The last question in the Q&A for CoStar Group was in June. Do you have any more recent thoughts? What do you think of it for a long-term hold?

Upvote 3

Read Answer Asked by Patrick on November 04, 2024

• Shake Shack Inc. Class A (SHAK $66.03)
  • $66.03 P/E (TTM): 59.17X Cap: $4.12B
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• Uber Technologies Inc. (UBER $76.36)
  • $76.36 P/E (TTM): 16.1X Cap: $155.43B
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• DoorDash Inc. (DASH $155.19)
  • $155.19 P/E (TTM): 73.86X Cap: $71.42B
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Q: Hi,

Which one of the three would you expect to bounce back in the short term. Any one of them that you would not invest in?
Regards

Upvote 4

Read Answer Asked by Rajiv on November 04, 2024

• Arista Networks Inc. (ANET $142.54)
  • $142.54 P/E (TTM): 49.61X Cap: $179.48B
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• Super Micro Computer Inc. (SMCI $32.79)
  • $32.79 P/E (TTM): 24.65X Cap: $19.72B
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• Vertiv Holdings LLC Class A (VRT $367.13)
  • $367.13 P/E (TTM): 107.89X Cap: $141.01B
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Q: Can you do a head to head comparison between VRT and ANET as for as which one you would prefer going forward and why? Does one have a bigger risk of something going wrong (Yup I'm talking about you SMCI) than the other?

Upvote 7

Read Answer Asked by Martin on November 04, 2024

• Pinterest Inc. Class A (PINS $20.56)
  • $20.56 P/E (TTM): 34.03X Cap: $11.51B
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• Reddit Inc. Class A (RDDT $152.35)
  • $152.35 P/E (TTM): 61.11X Cap: $29.31B
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Q: Hi! Thoughts on a switch from PINS to RDDT. Pros/Cons. I know you are showing interest in RDDT with recent earnings but does PINS still have potential or is it time to move on? Thank you!

Upvote 1

Read Answer Asked by Neil on November 04, 2024

• Lyft Inc. (LYFT $13.88)
  • $13.88 P/E (TTM): 2.0X Cap: $5.26B
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• Uber Technologies Inc. (UBER $76.36)
  • $76.36 P/E (TTM): 16.1X Cap: $155.43B
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• DoorDash Inc. (DASH $155.19)
  • $155.19 P/E (TTM): 73.86X Cap: $71.42B
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Q: Hi- could i get your take on UBER earnings ? Was the sell off warranted- would you add to a position at this level. forward P/E of 50 seems a bit rich

Upvote 2

Read Answer Asked by Scott on November 01, 2024

• Alphabet Inc. (GOOG $383.82)
  • $383.82 P/E (TTM): 35.78X Cap: $4.70T
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• Intuitive Surgical Inc. (ISRG $431.87)
  • $431.87 P/E (TTM): 51.04X Cap: $152.95B
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• ATS Corporation (ATS $45.67)
  • $45.67 P/E (TTM): 246.74X Cap: $4.47B
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• Super Micro Computer Inc. (SMCI $32.79)
  • $32.79 P/E (TTM): 24.65X Cap: $19.72B
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• Crocs Inc. (CROX $99.32)
  • $99.32 Cap: $4.93B
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• Ceragon Networks Ltd. (CRNT $2.53)
  • $2.53 Cap: $229M
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• Aspen Aerogels Inc. (ASPN $5.06)
  • $5.06 Cap: $419M
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• Celsius Holdings Inc. (CELH $29.61)
  • $29.61 P/E (TTM): 122.56X Cap: $7.56B
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• TransMedics Group Inc. (TMDX $63.93)
  • $63.93 P/E (TTM): 13.26X Cap: $2.20B
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Q: Good Day,


Rough day in the markets Thursday. After mine and other questions, getting a sort of analysis paralysis trying to make the 'right' move. Some (potentially) attractive dips, and Looking to set up the accounts for the next couple months.

Current concerning holdings. Hold, Sell, or add?

ASPN
ATS
CELH
CRNT
CROX
SMCI
TMDX

For the adds and holds, please rank with the following names in terms of highest conviction and total returns in the coming year. Knowing you can't get personal, what would be the highest portfolio percentage you would think would be appropriate for each given the nature/stage of the lifecycle each is in?

GOOG NTR ATD LUG GAU AEM WPM BCE SHOP ISRG

Thanks for everything!

James

Upvote 19

Read Answer Asked by James on November 01, 2024

• Roku Inc. (ROKU $127.63)
  • $127.63 P/E (TTM): 228.7X Cap: $18.83B
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Q: Would you consider Roku a good candidate to slowly accumulate or at best a hold letting the dust settle?
Thanks

Upvote 4

Read Answer Asked by mike on November 01, 2024

• Peloton Interactive Inc. (PTON $5.39)
  • $5.39 Cap: $2.33B
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Q: Greetings 5i,

PTON reported Oct31. What are your thoughts on the results and also the announcement of a new CEO?

Cheers!

Upvote 3

Read Answer Asked by Duane on November 01, 2024

• Xylem Inc. New (XYL $111.54)
  • $111.54 P/E (TTM): 28.57X Cap: $26.51B
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Q: Hello 5IR,
The stock dropped $8.44 today after the earnings. What caused this drop? I did not think that the earnings were bad. Would you consider this to be a good entry point?
Thanks you. Cheers

Upvote 2

Read Answer Asked by Hans on November 01, 2024

• Berkshire Hathaway Inc. (BRK.B $484.96)
  • $484.96 P/E (TTM): 15.47X Cap: $1.03T
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Q: Would you see BRK.B as a buy-and-forget type purchase for a 5-10 year hold? What do you see happening post-Warren Buffet?
Thanks

Upvote 4

Read Answer Asked by Roman on October 31, 2024

• AbbVie Inc. (ABBV $207.86)
  • $207.86 P/E (TTM): 85.92X Cap: $367.24B
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Q: The market seems to really like the earnings of ABBV. Got a nice dividend raise too. Where do you see the runway for this is over the next five years?

Jimmy

Upvote 5

Read Answer Asked by Jimmy on October 31, 2024