Investment Q&A

• Advanced Micro Devices Inc. (AMD $221.11)
  • $221.11 P/E (TTM): 108.33X Cap: $359.97B
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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 $77.17)
  • $77.17 Cap: $5.76B
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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 $221.11)
  • $221.11 P/E (TTM): 108.33X Cap: $359.97B
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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 $168.53)
  • $168.53 P/E (TTM): 27.07X Cap: $27.62B
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• Vanguard Information Technology ETF (VGT $774.68)
  • $774.68 P/E (TTM): 36.27X Cap: $111.40B
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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 $35.37)
  • $35.37 P/E (TTM): 27.31X Cap: $21.11B
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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 $76.53)
  • $76.53 P/E (TTM): 199.03X Cap: $96B
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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 $5,177.39)
  • $5,177.39 P/E (TTM): 33.85X Cap: $166.88B
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• Starbucks Corporation (SBUX $83.41)
  • $83.41 P/E (TTM): 36.69X Cap: $94.84B
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• lululemon athletica inc. (LULU $183.04)
  • $183.04 P/E (TTM): 12.97X Cap: $20.76B
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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 $55.99)
  • $55.99 P/E (TTM): 38.68X Cap: $1.99B
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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 $226.89)
  • $226.89 P/E (TTM): 32.42X Cap: $2.42T
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• Meta Platforms Inc. (META $666.80)
  • $666.80 P/E (TTM): 29.82X Cap: $1.68T
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• Alphabet Inc. (GOOG $314.45)
  • $314.45 P/E (TTM): 31.8X Cap: $3.87T
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• Microsoft Corporation (MSFT $491.02)
  • $491.02 P/E (TTM): 34.36X Cap: $3.64T
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• NVIDIA Corporation (NVDA $185.55)
  • $185.55 P/E (TTM): 51.97X Cap: $4.50T
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• Oracle Corporation (ORCL $220.54)
  • $220.54 P/E (TTM): 50.37X Cap: $626.71B
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• Constellation Software Inc. (CSU $3,336.47)
  • $3,336.47 P/E (TTM): 75.52X Cap: $70.47B
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• Vitalhub Corp. (VHI $9.08)
  • $9.08 P/E (TTM): 188.43X Cap: $573M
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• Super Micro Computer Inc. (SMCI $35.37)
  • $35.37 P/E (TTM): 27.31X Cap: $21.11B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.32)
  • $64.32 P/E (TTM): 92.1X Cap: $144.41B
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• Lumine Group Inc. (LMN $28.49)
  • $28.49 P/E (TTM): 110.03X Cap: $7.31B
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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 $89.70)
  • $89.70 P/E (TTM): 23.53X Cap: $13.31B
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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 $343.39)
  • $343.39 P/E (TTM): 33.97X Cap: $133.37B
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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 $397.27)
  • $397.27 P/E (TTM): 30.9X Cap: $88.09B
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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 $226.89)
  • $226.89 P/E (TTM): 32.42X Cap: $2.42T
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Q: Thoughts on Amazon's quarter?

Upvote 7

Read Answer Asked by Joe on May 01, 2024

• Reliance Inc. (RS $281.28)
  • $281.28 P/E (TTM): 20.71X Cap: $14.70B
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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 $465.38)
  • $465.38 P/E (TTM): 25.18X Cap: $107.68B
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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 $277.89)
  • $277.89 P/E (TTM): 37.27X Cap: $4.11T
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• Amazon.com Inc. (AMZN $226.89)
  • $226.89 P/E (TTM): 32.42X Cap: $2.42T
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• Meta Platforms Inc. (META $666.80)
  • $666.80 P/E (TTM): 29.82X Cap: $1.68T
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• Alphabet Inc. (GOOGL $313.72)
  • $313.72 P/E (TTM): 31.71X Cap: $3.78T
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• Microsoft Corporation (MSFT $491.02)
  • $491.02 P/E (TTM): 34.36X Cap: $3.64T
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• Netflix Inc. (NFLX $96.79)
  • $96.79 P/E (TTM): 4.19X Cap: $410.13B
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• NVIDIA Corporation (NVDA $185.55)
  • $185.55 P/E (TTM): 51.97X Cap: $4.50T
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• PayPal Holdings Inc. (PYPL $61.12)
  • $61.12 P/E (TTM): 12.53X Cap: $57.18B
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• Wynn Resorts Limited (WYNN $127.13)
  • $127.13 P/E (TTM): 27.23X Cap: $13.21B
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• The Boeing Company (BA $206.27)
  • $206.27 Cap: $156.78B
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• Bank of America Corporation (BAC $53.90)
  • $53.90 P/E (TTM): 14.74X Cap: $393.60B
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• BlackRock Inc. (BLK $1,062.02)
  • $1,062.02 P/E (TTM): 27.56X Cap: $164.77B
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• Carnival Corporation (CCL $26.01)
  • $26.01 P/E (TTM): 13.13X Cap: $35.27B
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• Salesforce Inc. (CRM $259.53)
  • $259.53 P/E (TTM): 37.87X Cap: $243.17B
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• Delta Air Lines Inc. (DAL $67.22)
  • $67.22 P/E (TTM): 9.45X Cap: $43.89B
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• The Walt Disney Company (DIS $107.63)
  • $107.63 P/E (TTM): 15.37X Cap: $187.99B
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• Goldman Sachs Group Inc. (The) (GS $866.69)
  • $866.69 P/E (TTM): 17.36X Cap: $259.94B
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• International Business Machines Corporation (IBM $309.18)
  • $309.18 P/E (TTM): 36.75X Cap: $289B
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• JPMorgan Chase & Co. (JPM $315.21)
  • $315.21 P/E (TTM): 15.6X Cap: $858.08B
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• Eli Lilly and Company (LLY $997.59)
  • $997.59 P/E (TTM): 49.43X Cap: $943.10B
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• Mastercard Incorporated (MA $540.44)
  • $540.44 P/E (TTM): 34.88X Cap: $485.31B
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• Morgan Stanley (MS $176.83)
  • $176.83 P/E (TTM): 18.09X Cap: $281.03B
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• Pfizer Inc. (PFE $25.77)
  • $25.77 P/E (TTM): 13.85X Cap: $146.52B
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• Royal Caribbean Cruises Ltd. (RCL $252.41)
  • $252.41 P/E (TTM): 17.04X Cap: $68.83B
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• Visa Inc. (V $326.84)
  • $326.84 P/E (TTM): 32.47X Cap: $637.87B
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• Wells Fargo & Company (WFC $90.06)
  • $90.06 P/E (TTM): 14.8X Cap: $282.70B
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• Exxon Mobil Corporation (XOM $115.98)
  • $115.98 P/E (TTM): 16.94X Cap: $489.10B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $158.13)
  • $158.13 P/E (TTM): 21.03X Cap: $365.16B
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• Tencent Holdings Ltd. ADR (TCEHY $77.77)
  • $77.77 P/E (TTM): 29.41X Cap: $724.89B
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• Veeva Systems Inc. Class A (VEEV $239.05)
  • $239.05 P/E (TTM): 47.17X Cap: $39.29B
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• The Trade Desk Inc. (TTD $39.35)
  • $39.35 P/E (TTM): 46.03X Cap: $19.02B
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• JD.com Inc. (JD $29.92)
  • $29.92 P/E (TTM): 7.93X Cap: $43.48B
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• Roku Inc. (ROKU $101.70)
  • $101.70 Cap: $15.02B
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• DocuSign Inc. (DOCU $66.04)
  • $66.04 P/E (TTM): 49.38X Cap: $13.22B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $301.87)
  • $301.87 P/E (TTM): 40.89X Cap: $1.56T
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• Healthpeak Properties (DOC $16.74)
  • $16.74 Cap: $11.63B
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• National Health Investors Inc. (NHI $78.82)
  • $78.82 P/E (TTM): 24.66X Cap: $3.73B
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• Zoom Communications Inc. (ZM $89.09)
  • $89.09 P/E (TTM): 17.05X Cap: $26.37B
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• CrowdStrike Holdings Inc. (CRWD $515.19)
  • $515.19 Cap: $129.87B
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• Unity Software Inc. (U $49.04)
  • $49.04 Cap: $20.98B
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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 $182.98)
  • $182.98 P/E (TTM): 41.5X Cap: $73.53B
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• Axon Enterprise Inc. (AXON $553.12)
  • $553.12 P/E (TTM): 174.68X Cap: $43.64B
  • View AXON Profile
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• Casella Waste Systems Inc. (CWST $99.22)
  • $99.22 P/E (TTM): 394.04X Cap: $6.07B
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• Comfort Systems USA Inc. (FIX $989.48)
  • $989.48 P/E (TTM): 42.42X Cap: $34.90B
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• Vestis Corporation (VSTS $7.40)
  • $7.40 Cap: $923M
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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

• SoFi Technologies Inc. (SOFI $27.61)
  • $27.61 P/E (TTM): 49.61X Cap: $34.76B
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• Samsara Inc. Class A (IOT $43.76)
  • $43.76 Cap: $25.10B
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Q: Thnx for the excellent service 5i, what are your thoughts on both IOT and Sofi?

Upvote 2

Read Answer Asked by David on April 30, 2024

• SoFi Technologies Inc. (SOFI $27.61)
  • $27.61 P/E (TTM): 49.61X Cap: $34.76B
  • View SOFI Profile
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Q: Please provide comments for Sofi earnings. If owned, would you consider it a hold or sell?

Thanks

Upvote 4

Read Answer Asked by Bob on April 30, 2024

• Autodesk Inc. (ADSK $301.39)
  • $301.39 P/E (TTM): 59.45X Cap: $63.89B
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Q: Your comments please on the company recently disclosing an internal investigation into its own accounting practices and putting off the release of its annual financial report.

Upvote 1

Read Answer Asked by Adam on April 30, 2024