Investment Q&A

• Booking Holdings Inc. (BKNG $5,440.14)
  • $5,440.14 P/E (TTM): 35.44X Cap: $175.35B
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• JPMorgan Chase & Co. (JPM $327.91)
  • $327.91 P/E (TTM): 16.23X Cap: $892.65B
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• Eli Lilly and Company (LLY $1,077.75)
  • $1,077.75 P/E (TTM): 52.73X Cap: $1.01T
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• Berkshire Hathaway Inc. (BRK.B $498.30)
  • $498.30 P/E (TTM): 0.02X Cap: $1.07T
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• Jacobs Solutions Inc. (J $135.28)
  • $135.28 P/E (TTM): 56.84X Cap: $16.06B
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• Trane Technologies plc (TT $392.59)
  • $392.59 P/E (TTM): 30.22X Cap: $87.05B
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• RTX Corporation (RTX $185.17)
  • $185.17 P/E (TTM): 38.02X Cap: $248.27B
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• TransMedics Group Inc. (TMDX $124.20)
  • $124.20 P/E (TTM): 50.08X Cap: $4.24B
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Q: I am seeking a few ideas to deploy US dollars in both RRSP and TFSA for a balance hold approach, and dont need tech. Thank you

Upvote 12

Read Answer Asked by Steven on May 13, 2024

• Alphabet Inc. (GOOG $314.96)
  • $314.96 P/E (TTM): 31.09X Cap: $3.78T
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• Intuitive Surgical Inc. (ISRG $577.81)
  • $577.81 P/E (TTM): 76.33X Cap: $204.83B
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• Microsoft Corporation (MSFT $487.71)
  • $487.71 P/E (TTM): 34.69X Cap: $3.62T
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• NVIDIA Corporation (NVDA $190.53)
  • $190.53 P/E (TTM): 47.28X Cap: $4.62T
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• Eli Lilly and Company (LLY $1,077.75)
  • $1,077.75 P/E (TTM): 52.73X Cap: $1.01T
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• Aspen Aerogels Inc. (ASPN $2.94)
  • $2.94 Cap: $242M
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Q: hi 5i! 7K US to invest in an rrsp - top 3 options? 10 year time frame.... thank u.

Upvote 15

Read Answer Asked by Judith on May 13, 2024

• Blackstone Mortgage Trust Inc. (BXMT $19.81)
  • $19.81 P/E (TTM): 31.85X Cap: $3.32B
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• Annaly Capital Management Inc. (NLY $23.14)
  • $23.14 P/E (TTM): 10.71X Cap: $15.80B
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• AGNC Investment Corp. (AGNC $10.85)
  • $10.85 P/E (TTM): 16.54X Cap: $11.63B
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• Orchid Island Capital Inc. (ORC $7.32)
  • $7.32 P/E (TTM): 15.91X Cap: $1.11B
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Q: Hello 5i Team

Are US "mortgage reits" similar to Canadian Mortgage Investment Corporations?

Could you please provide a few ideas of US mortgage reits for me to research?

These would be held in an US$ RRSP, to minimize any tax considerations.

Would the distributions be similar to US corporate dividends and not US MLP distributions (K-1 tax form) which are problematic to hold in RRSP accounts?

Thank you

Upvote 2

Read Answer Asked by Stephen on May 10, 2024

• Construction Partners Inc. (ROAD $113.07)
  • $113.07 P/E (TTM): 62.13X Cap: $6.39B
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• MYR Group Inc. (MYRG $225.05)
  • $225.05 P/E (TTM): 36.47X Cap: $3.52B
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• Sterling Infrastructure Inc. (STRL $316.55)
  • $316.55 P/E (TTM): 34.45X Cap: $9.72B
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Q: Hi 5i,

Could you please provide commentary on the recent quarterly results from Sterling Infrastructure (STRL)?

Would you consider it a buy/sell/hold at its current price for a long term hold?

What other companies are comparable to it and would you recommend them over Sterling?

Thank you!!

Upvote 2

Read Answer Asked by Brian on May 10, 2024

• NVIDIA Corporation (NVDA $190.53)
  • $190.53 P/E (TTM): 47.28X Cap: $4.62T
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Q: Hi Team,
This earnings season has seen many growth stocks , especially tech; get absolutely smashed for not exceeding expectations. This being said, would it be wise to sell some Nvda before earnings as I am overweight? I am wondering if this will be any other name that drops 20% because it didn’t beat analysts estimates quite enough ? Or do I just ride the wave being my investment time frame is 10yrs plus?

Thoughts ?

Upvote 10

Read Answer Asked by Shane on May 10, 2024

• EPAM Systems Inc. (EPAM $211.41)
  • $211.41 P/E (TTM): 32.28X Cap: $11.67B
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Q: Can you please comment on earnings and whether this is a buy, hold or sell. Thank you!

Upvote 1

Read Answer Asked by Neil on May 10, 2024

• Amazon.com Inc. (AMZN $232.52)
  • $232.52 P/E (TTM): 32.84X Cap: $2.48T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.76)
  • $231.76 P/E (TTM): 148.55X Cap: $301.58B
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• Affirm Holdings Inc. (AFRM $75.81)
  • $75.81 P/E (TTM): 114.86X Cap: $25.02B
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Q: Hello
Could you comment on Affirm Holdings?
Thank you
Stephane

Upvote 3

Read Answer Asked by Stephane on May 10, 2024

• Duolingo Inc. (DUOL $181.66)
  • $181.66 P/E (TTM): 23.02X Cap: $8.35B
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Q: Hi, can we get an update on DUOL earnings and your feelings going forward?

thx, Mark

Upvote 2

Read Answer Asked by Mark on May 10, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $97.80)
  • $97.80 Cap: $5.71B
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• Vanguard S&P 500 Index ETF (VFV $168.40)
  • $168.40 P/E (TTM): 26.41X Cap: $27.84B
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Q: Do you prefer HXS or VFV for a FHSA with a timeline of 3-5 years? and what would be your reasoning?

Upvote 4

Read Answer Asked by Kaycee on May 10, 2024

• lululemon athletica inc. (LULU $208.97)
  • $208.97 P/E (TTM): 14.54X Cap: $23.44B
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Q: Thanks for your answer the other day on this stock. I was hoping you may comment on the recent announced investigation by the competition bureaus or in your opinion is that kind of just noise that is already reflected in the share price? What could the result be and potential downside if the allegations prove to be true?

Upvote 2

Read Answer Asked by Steven on May 10, 2024

• Airbnb Inc. (ABNB $136.82)
  • $136.82 P/E (TTM): 32.65X Cap: $84.21B
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Q: Please comment on ABNB earnings. Thank you.

Upvote 2

Read Answer Asked by Sandra on May 10, 2024

• Medicenna Therapeutics Corp. (MDNA $0.94)
  • $0.94 Cap: $78M
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• Sweetgreen Inc. Class A (SG $6.97)
  • $6.97 Cap: $788M
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Q: Hello 5i
Could I have your assessment of SG and MDNA please.
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on May 10, 2024

• Monster Beverage Corporation (MNST $77.31)
  • $77.31 P/E (TTM): 43.93X Cap: $75.53B
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• PepsiCo Inc. (PEP $143.78)
  • $143.78 P/E (TTM): 27.33X Cap: $196.59B
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• Celsius Holdings Inc. (CELH $45.59)
  • $45.59 P/E (TTM): 414.45X Cap: $11.75B
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Q: CELH vs MNST:
If I wish to invest in only one of them, what would be your choice and please explain the reasons for your choice.
Antony

Upvote 9

Read Answer Asked by ANTONY on May 10, 2024

• Arm Holdings plc (ARM $110.27)
  • $110.27 P/E (TTM): 147.03X Cap: $116.80B
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Q: Hi 5i
How were Arms earning and how do you view them going forward.....Would you be interested in them at current price going forward.... Why the continued drop? Fear of nvda earnings maybe?

Currently have small position, interested in average down for at least 2 years hold...
Thx

Upvote 2

Read Answer Asked by jim on May 09, 2024

• Medical Properties Trust Inc. (MPW $5.08)
  • $5.08 Cap: $3.05B
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Q: thoughts on earnings

Upvote 1

Read Answer Asked by cliff on May 09, 2024

• Celsius Holdings Inc. (CELH $45.59)
  • $45.59 P/E (TTM): 414.45X Cap: $11.75B
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Q: Hey thanks for suggesting this name - I bought it yesterday when it fell and boy is it ripping today. Looks like a future Monster Beverage type of stock. Thanks.

Upvote 4

Read Answer Asked by Jason on May 09, 2024

• Zeta Global Holdings Corp. Class A (ZETA $20.70)
  • $20.70 Cap: $4.92B
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Q: Good day your thoughts on Zeta Holdings please thank you

Upvote 2

Read Answer Asked by George on May 09, 2024

• Ceragon Networks Ltd. (CRNT $2.11)
  • $2.11 Cap: $187M
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Q: Peter and His Wonder Team
CRNT just reported what seemed to be positive and I believe met analyst expectations...yet it is down almost 15%. What am I missing here. Thanks your objective perspectives are always helpful.

Upvote 2

Read Answer Asked by Ernest on May 09, 2024

• Fortinet Inc. (FTNT $81.56)
  • $81.56 P/E (TTM): 33.56X Cap: $60.65B
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• Palo Alto Networks Inc. (PANW $188.45)
  • $188.45 P/E (TTM): 119.27X Cap: $131.34B
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• Zscaler Inc. (ZS $230.52)
  • $230.52 Cap: $36.76B
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• CrowdStrike Holdings Inc. (CRWD $481.19)
  • $481.19 Cap: $121.30B
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Q: Hi,

I know these are some of your favorite cyber security stocks. All of them have drifted down recently. Your uncanny call for FTNT's price of 59 has been reached AND breached!

What would be your new entry points fr these? Please feel free to add any other name if you feel it is warranted.

Upvote 6

Read Answer Asked by Savalai on May 09, 2024

• American Tower Corporation (REIT) (AMT $176.41)
  • $176.41 P/E (TTM): 28.14X Cap: $82.58B
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• Crown Castle Inc. (CCI $88.28)
  • $88.28 Cap: $38.44B
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• SBA Communications Corporation (SBAC $192.60)
  • $192.60 P/E (TTM): 24.26X Cap: $20.52B
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Q: I hold small, equal positions in both AMT and CCI. I'm down on both and I'm thinking of doing some cleanup. Of the two, is there one you prefer at this time? I'm thinking of selling one and moving the funds over to the other,,,

Upvote 3

Read Answer Asked by Jordan on May 09, 2024