Investment Q&A

• Alphabet Inc. (GOOG $284.96)
  • $284.96 P/E (TTM): 27.34X Cap: $3.43T
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• Microsoft Corporation (MSFT $493.79)
  • $493.79 P/E (TTM): 36.29X Cap: $3.77T
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Q: Hi Folks,
I would like to add to my holdings in either MSFT or GOOG in my RRSP account. May I have your opinion as to which one you feel would be the better choice at this time.
Thanks

Upvote 13

Read Answer Asked by JOHN on May 02, 2024

• TransMedics Group Inc. (TMDX $117.07)
  • $117.07 P/E (TTM): 46.37X Cap: $4B
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Q: good day to you
what is your opinion about this company and would you add after todays surge ?
thanks for your super service
Georges

Upvote 3

Read Answer Asked by georges on May 01, 2024

• Sunrun Inc. (RUN $19.22)
  • $19.22 Cap: $4.45B
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Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.

Upvote 1

Read Answer Asked by Brendon on May 01, 2024

• Advanced Micro Devices Inc. (AMD $230.29)
  • $230.29 P/E (TTM): 122.67X Cap: $391.57B
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Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.

Upvote 5

Read Answer Asked by Christopher on May 01, 2024

• Lemonade Inc. (LMND $68.96)
  • $68.96 Cap: $5.15B
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Q: Please comment on LMND's results released today.
Thanks !

Upvote 2

Read Answer Asked by Nancy on May 01, 2024

• Advanced Micro Devices Inc. (AMD $230.29)
  • $230.29 P/E (TTM): 122.67X Cap: $391.57B
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Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.

Upvote 4

Read Answer Asked by Christopher on May 01, 2024

• Vanguard S&P 500 Index ETF (VFV $164.29)
  • $164.29 P/E (TTM): 27.07X Cap: $26.83B
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• Vanguard Information Technology ETF (VGT $732.59)
  • $732.59 P/E (TTM): 36.22X Cap: $107.03B
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Q: I need to raise funds from my NR account, capital gains are the same. I need to raise funds immediately for an expense. Which would you sell between these 2 right now to raise cash? What I don’t sell is for 15+ year LTBH.

Upvote 1

Read Answer Asked by John on May 01, 2024

• Super Micro Computer Inc. (SMCI $34.90)
  • $34.90 P/E (TTM): 26.85X Cap: $20.83B
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Q: Hi. Would you please comment on SMCI's earnings. Thanks

Upvote 9

Read Answer Asked by Bruce on May 01, 2024

• CVS Health Corporation (CVS $77.94)
  • $77.94 P/E (TTM): 204.76X Cap: $99.53B
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Q: Would you add to a small position in a dividend portfolio with this drop?

Upvote 1

Read Answer Asked by Gregory on May 01, 2024

• Booking Holdings Inc. (BKNG $4,783.01)
  • $4,783.01 P/E (TTM): 32.88X Cap: $154.85B
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• Starbucks Corporation (SBUX $83.33)
  • $83.33 P/E (TTM): 36.54X Cap: $94.75B
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• lululemon athletica inc. (LULU $163.97)
  • $163.97 P/E (TTM): 11.65X Cap: $18.60B
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Q: Can you comment on SBUX earnings/outlook? It's getting hammered today - is it worth a look for a patient investor with a long-term (5 years+) horizon? Or are there other consumer discretionary options worth buying at current levels that will provide a greater total return over this timeframe?

Upvote 1

Read Answer Asked by Chris on May 01, 2024

• CECO Environmental Corp. (CECO $48.55)
  • $48.55 P/E (TTM): 34.85X Cap: $1.73B
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Q: Your review on latest earnings report please and thanks

Upvote 1

Read Answer Asked by andre on May 01, 2024

• Amazon.com Inc. (AMZN $222.55)
  • $222.55 P/E (TTM): 33.15X Cap: $2.48T
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• Meta Platforms Inc. (META $597.69)
  • $597.69 P/E (TTM): 26.99X Cap: $1.51T
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• Alphabet Inc. (GOOG $284.96)
  • $284.96 P/E (TTM): 27.34X Cap: $3.43T
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• Microsoft Corporation (MSFT $493.79)
  • $493.79 P/E (TTM): 36.29X Cap: $3.77T
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• NVIDIA Corporation (NVDA $181.36)
  • $181.36 P/E (TTM): 54.18X Cap: $4.53T
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• Oracle Corporation (ORCL $220.49)
  • $220.49 P/E (TTM): 51.59X Cap: $624.77B
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• Constellation Software Inc. (CSU $3,238.35)
  • $3,238.35 P/E (TTM): 73.7X Cap: $68.62B
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• Vitalhub Corp. (VHI $8.97)
  • $8.97 P/E (TTM): 173.53X Cap: $566M
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• Super Micro Computer Inc. (SMCI $34.90)
  • $34.90 P/E (TTM): 26.85X Cap: $20.83B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.68)
  • $60.68 P/E (TTM): 99.89X Cap: $136.24B
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• Lumine Group Inc. (LMN $26.59)
  • $26.59 P/E (TTM): 91.51X Cap: $6.82B
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Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks

Upvote 6

Read Answer Asked by Fernando on May 01, 2024

• Nextpower Inc. (NXT $90.55)
  • $90.55 P/E (TTM): 23.22X Cap: $13.43B
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Q: Hi,
I was looking at NXT on KoyFin and noticed a reported increase in the number of shares from ~42M in Feb. '23 to ~137M in Feb. 2024. Do you know why the share count increased so much and do you think it is affecting the recent decline in the share price. I realize that the market is not that great lately and is a major factor for any stock price right now.
Thank you. Michael

Upvote 2

Read Answer Asked by Michael on May 01, 2024

• Eaton Corporation PLC (ETN $338.29)
  • $338.29 P/E (TTM): 35.45X Cap: $133.12B
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Q: Can I please have your take On Eaton's recently annouced earnings. I own the stock. Would you recommend hanging on? Your comments would be appreciated. Thank You.

Upvote 4

Read Answer Asked by Brian on May 01, 2024

• Trane Technologies plc (TT $407.04)
  • $407.04 P/E (TTM): 32.19X Cap: $91.75B
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Q: Good morning, interested in your take on earnings and Outlook going forward Tia Mike

Upvote 4

Read Answer Asked by michael on May 01, 2024

• Amazon.com Inc. (AMZN $222.55)
  • $222.55 P/E (TTM): 33.15X Cap: $2.48T
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Q: Thoughts on Amazon's quarter?

Upvote 7

Read Answer Asked by Joe on May 01, 2024

• Reliance Inc. (RS $265.93)
  • $265.93 P/E (TTM): 19.3X Cap: $13.90B
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Q: I have a question about Reliance

Upvote 1

Read Answer Asked by George on May 01, 2024

• Lockheed Martin Corporation (LMT $474.72)
  • $474.72 P/E (TTM): 25.93X Cap: $109.91B
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• Raytheon Company (RTN $116.96)
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Q: Just looking for an opinion on this little company. With what we have seen around the world with this type of tech does this company have a chance of being a big player like RTN or LMT which I am sure have offerings in this space.

https://redcat.red/solutions/teal-drones/

Upvote 2

Read Answer Asked by Kolbi on April 30, 2024

• Apple Inc. (AAPL $267.44)
  • $267.44 P/E (TTM): 36.42X Cap: $3.95T
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• Amazon.com Inc. (AMZN $222.55)
  • $222.55 P/E (TTM): 33.15X Cap: $2.48T
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• Meta Platforms Inc. (META $597.69)
  • $597.69 P/E (TTM): 26.99X Cap: $1.51T
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• Alphabet Inc. (GOOGL $284.28)
  • $284.28 P/E (TTM): 28.14X Cap: $3.43T
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• Microsoft Corporation (MSFT $493.79)
  • $493.79 P/E (TTM): 36.29X Cap: $3.77T
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• Netflix Inc. (NFLX $114.09)
  • $114.09 P/E (TTM): 46.46X Cap: $467.33B
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• NVIDIA Corporation (NVDA $181.36)
  • $181.36 P/E (TTM): 54.18X Cap: $4.53T
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• PayPal Holdings Inc. (PYPL $60.70)
  • $60.70 P/E (TTM): 12.64X Cap: $57.90B
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• Wynn Resorts Limited (WYNN $120.29)
  • $120.29 P/E (TTM): 26.19X Cap: $12.28B
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• The Boeing Company (BA $189.63)
  • $189.63 Cap: $145.79B
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• Bank of America Corporation (BAC $51.64)
  • $51.64 P/E (TTM): 14.37X Cap: $375.93B
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• BlackRock Inc. (BLK $1,019.14)
  • $1,019.14 P/E (TTM): 27.2X Cap: $158.84B
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• Carnival Corporation (CCL $25.76)
  • $25.76 P/E (TTM): 13.21X Cap: $34.38B
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• Salesforce Inc. (CRM $233.50)
  • $233.50 P/E (TTM): 35.42X Cap: $222.29B
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• Delta Air Lines Inc. (DAL $57.13)
  • $57.13 P/E (TTM): 8.23X Cap: $36.40B
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• The Walt Disney Company (DIS $106.28)
  • $106.28 P/E (TTM): 15.45X Cap: $188.68B
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• Goldman Sachs Group Inc. (The) (GS $776.30)
  • $776.30 P/E (TTM): 16.07X Cap: $232.61B
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• International Business Machines Corporation (IBM $289.95)
  • $289.95 P/E (TTM): 36.48X Cap: $277.77B
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• JPMorgan Chase & Co. (JPM $299.41)
  • $299.41 P/E (TTM): 15.03X Cap: $817.68B
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• Eli Lilly and Company (LLY $1,030.05)
  • $1,030.05 P/E (TTM): 50.16X Cap: $965.89B
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• Mastercard Incorporated (MA $527.58)
  • $527.58 P/E (TTM): 34.89X Cap: $482.08B
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• Morgan Stanley (MS $159.83)
  • $159.83 P/E (TTM): 16.79X Cap: $253.41B
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• Pfizer Inc. (PFE $25.45)
  • $25.45 P/E (TTM): 13.33X Cap: $142.59B
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• Royal Caribbean Cruises Ltd. (RCL $251.42)
  • $251.42 P/E (TTM): 16.72X Cap: $68.56B
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• Visa Inc. (V $321.18)
  • $321.18 P/E (TTM): 31.94X Cap: $618.50B
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• Wells Fargo & Company (WFC $83.86)
  • $83.86 P/E (TTM): 14.01X Cap: $263.24B
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• Exxon Mobil Corporation (XOM $119.03)
  • $119.03 P/E (TTM): 17.34X Cap: $501.96B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $159.72)
  • $159.72 P/E (TTM): 20.43X Cap: $364.19B
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• Tencent Holdings Ltd. ADR (TCEHY $80.16)
  • $80.16 P/E (TTM): 29.41X Cap: $754.34B
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• Veeva Systems Inc. Class A (VEEV $273.72)
  • $273.72 P/E (TTM): 60.36X Cap: $44.86B
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• The Trade Desk Inc. (TTD $40.47)
  • $40.47 P/E (TTM): 48.2X Cap: $19.57B
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• JD.com Inc. (JD $29.45)
  • $29.45 P/E (TTM): 7.77X Cap: $42.93B
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• Roku Inc. (ROKU $95.27)
  • $95.27 Cap: $14.07B
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• DocuSign Inc. (DOCU $65.57)
  • $65.57 P/E (TTM): 50.95X Cap: $13.18B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $277.91)
  • $277.91 P/E (TTM): 39.13X Cap: $1.44T
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• Healthpeak Properties (DOC $17.69)
  • $17.69 Cap: $12.01B
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• National Health Investors Inc. (NHI $78.30)
  • $78.30 P/E (TTM): 24.26X Cap: $3.67B
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• Zoom Communications Inc. (ZM $81.31)
  • $81.31 P/E (TTM): 22.22X Cap: $24.33B
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• CrowdStrike Holdings Inc. (CRWD $513.67)
  • $513.67 Cap: $128.90B
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• Unity Software Inc. (U $37.00)
  • $37.00 Cap: $15.83B
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Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Upvote 9

Read Answer Asked by David on April 30, 2024

• Cintas Corporation (CTAS $183.91)
  • $183.91 P/E (TTM): 41.49X Cap: $73.84B
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• Axon Enterprise Inc. (AXON $533.77)
  • $533.77 P/E (TTM): 172.24X Cap: $42.12B
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• Casella Waste Systems Inc. (CWST $91.21)
  • $91.21 P/E (TTM): 371.67X Cap: $5.54B
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• Comfort Systems USA Inc. (FIX $920.99)
  • $920.99 P/E (TTM): 38.96X Cap: $32.48B
  • View FIX Profile
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• Vestis Corporation (VSTS $5.46)
  • $5.46 Cap: $704M
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Q: Can you name another stock that is as boring as this business that can match the return on investment? Do they have any competition?
Thanks Again

Upvote 5

Read Answer Asked by eugene on April 30, 2024