Investment Q&A

• Arbor Realty Trust (ABR $7.70)
  • $7.70 P/E (TTM): 13.39X Cap: $1.44B
  • View ABR Profile
  • View Questions on ABR

Q: Your thoughts on this realty company.

Upvote 1

Read Answer Asked by Mark on August 16, 2024

• Kinder Morgan Inc. (KMI $32.07)
  • $32.07 P/E (TTM): 23.85X Cap: $71.34B
  • View KMI Profile
  • View Questions on KMI
• Plains GP Holdings L.P. (PAGP $23.58)
  • $23.58 P/E (TTM): 41.37X Cap: $4.66B
  • View PAGP Profile
  • View Questions on PAGP

Q: Hey 5i,
Thinking about my pipeline exposer in the US. I would like to know your favorite and what you think of kinder and Plains. Great service you have.

Upvote 1

Read Answer Asked by Mark on August 16, 2024

• Twilio Inc. Class A (TWLO $124.24)
  • $124.24 P/E (TTM): 588.25X Cap: $17.82B
  • View TWLO Profile
  • View Questions on TWLO
• Invesco Solar ETF (TAN $54.90)
  • $54.90 P/E (TTM): 21.93X Cap: $1.48B
  • View TAN Profile
  • View Questions on TAN
• Roblox Corporation Class A (RBLX $57.66)
  • $57.66 Cap: $39.39B
  • View RBLX Profile
  • View Questions on RBLX

Q:
I had purchased TAN, TWLO and RBLX. Now they are performing less than 55% of buy price. Should I HOLD these or take the losses and move forward?

Upvote 1

Read Answer Asked by Satish on August 15, 2024

• Alphabet Inc. (GOOG $319.21)
  • $319.21 P/E (TTM): 29.21X Cap: $3.83T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $384.37)
  • $384.37 P/E (TTM): 23.19X Cap: $2.75T
  • View MSFT Profile
  • View Questions on MSFT
• Advanced Micro Devices Inc. (AMD $246.83)
  • $246.83 P/E (TTM): 92.47X Cap: $399.49B
  • View AMD Profile
  • View Questions on AMD

Q: Do you think it likely that we are at or near the bottom for this correction in the tech stocks?/ Of MSFT, GOOG, AMD, which would you prefer and are any or all definite buys?? Thanks Jim

Upvote 11

Read Answer Asked by jim on August 15, 2024

• Estee Lauder Companies Inc. (The) (EL $74.55)
  • $74.55 Cap: $26.28B
  • View EL Profile
  • View Questions on EL

Q: What are you current thoughts on Estee and if you owned would you hold or sell ? Thank you.

Upvote 1

Read Answer Asked by Paul on August 15, 2024

• PayPal Holdings Inc. (PYPL $47.51)
  • $47.51 P/E (TTM): 8.36X Cap: $41.65B
  • View PYPL Profile
  • View Questions on PYPL
• Sea Limited American Depositary Shares each representing one Class A (SE $86.41)
  • $86.41 P/E (TTM): 116.11X Cap: $50.86B
  • View SE Profile
  • View Questions on SE

Q: Thoughts on these companies? Would you buy today? If so why?

Upvote 4

Read Answer Asked by Cory on August 15, 2024

Q: Can you please comment Rocket Lab USA RKLB?

Upvote 1

Read Answer Asked by Frank on August 14, 2024

• Core & Main Inc. Class A (CNM $53.56)
  • $53.56 P/E (TTM): 22.27X Cap: $10B
  • View CNM Profile
  • View Questions on CNM

Q: Can you share your thoughts please, thanks.

Upvote 3

Read Answer Asked by MG on August 14, 2024

• Generac Holdlings Inc. (GNRC $205.16)
  • $205.16 P/E (TTM): 76.96X Cap: $12.14B
  • View GNRC Profile
  • View Questions on GNRC

Q: This company has really dropped since I purchaed it
Is it a buy, hold, or sell and why?

Thank you

Upvote 1

Read Answer Asked by patricia on August 14, 2024

• Chipotle Mexican Grill Inc. (CMG $34.59)
  • $34.59 P/E (TTM): 29.9X Cap: $44.39B
  • View CMG Profile
  • View Questions on CMG

Q: You've recently described Chipotle as expensive, even after a large drop since mid-June. What would you consider a reasonable valuation for it now, and do you see the surprise and very sudden departure of the CEO (and any other talent he poaches from there) as affecting its future prospects?

Upvote 7

Read Answer Asked by Peter on August 14, 2024

• Marriott International (MAR $359.56)
  • $359.56 P/E (TTM): 37.27X Cap: $93.50B
  • View MAR Profile
  • View Questions on MAR
• Philip Morris International Inc (PM $162.75)
  • $162.75 P/E (TTM): 22.1X Cap: $249.76B
  • View PM Profile
  • View Questions on PM
• Union Pacific Corporation (UNP $251.34)
  • $251.34 P/E (TTM): 20.93X Cap: $148.72B
  • View UNP Profile
  • View Questions on UNP
• Zimmer Biomet Holdings Inc. (ZBH $95.34)
  • $95.34 P/E (TTM): 26.23X Cap: $18.02B
  • View ZBH Profile
  • View Questions on ZBH

Q: Your updated thoughts on Zimmer please, for a long term hold. Dividend invesstor.

Upvote 2

Read Answer Asked by steve on August 14, 2024

• Gilead Sciences Inc. (GILD $139.03)
  • $139.03 P/E (TTM): 20.53X Cap: $172.54B
  • View GILD Profile
  • View Questions on GILD

Q: Is this company a buy, hold, or sell and why?

THank you

Upvote 2

Read Answer Asked by patricia on August 14, 2024

• Roblox Corporation Class A (RBLX $57.66)
  • $57.66 Cap: $39.39B
  • View RBLX Profile
  • View Questions on RBLX

Q: Can you please comment RBLX? Thank you!

Upvote 1

Read Answer Asked by Frank on August 14, 2024

• Shift4 Payments Inc. Class A (FOUR $45.47)
  • $45.47 P/E (TTM): 63.2X Cap: $3.58B
  • View FOUR Profile
  • View Questions on FOUR

Q: Please provide an update on this security.
I hold it in my RRSP. It hasn’t done much, But I am a patient investor. Would you continue to hold?
Thank you kindly,

Upvote 3

Read Answer Asked by Karim on August 14, 2024

• Intuitive Surgical Inc. (ISRG $458.96)
  • $458.96 P/E (TTM): 57.26X Cap: $160.02B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $189.31)
  • $189.31 P/E (TTM): 38.5X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA
• Eli Lilly and Company (LLY $929.55)
  • $929.55 P/E (TTM): 40.94X Cap: $887.62B
  • View LLY Profile
  • View Questions on LLY
• Motorola Solutions Inc. (MSI $439.91)
  • $439.91 P/E (TTM): 34.01X Cap: $72.08B
  • View MSI Profile
  • View Questions on MSI
• The Trade Desk Inc. (TTD $21.22)
  • $21.22 P/E (TTM): 22.32X Cap: $9.44B
  • View TTD Profile
  • View Questions on TTD
• Monolithic Power Systems Inc. (MPWR $1,372.23)
  • $1,372.23 P/E (TTM): 105.36X Cap: $66.49B
  • View MPWR Profile
  • View Questions on MPWR
• Super Micro Computer Inc. (SMCI $25.97)
  • $25.97 P/E (TTM): 18.57X Cap: $15.13B
  • View SMCI Profile
  • View Questions on SMCI
• Coherent Corp. (COHR $307.93)
  • $307.93 P/E (TTM): 298.54X Cap: $57.65B
  • View COHR Profile
  • View Questions on COHR
• Aspen Aerogels Inc. (ASPN $3.53)
  • $3.53 Cap: $276M
  • View ASPN Profile
  • View Questions on ASPN
• Vertiv Holdings LLC Class A (VRT $299.96)
  • $299.96 P/E (TTM): 86.54X Cap: $112.90B
  • View VRT Profile
  • View Questions on VRT
• RTX Corporation (RTX $201.41)
  • $201.41 P/E (TTM): 40.64X Cap: $271.29B
  • View RTX Profile
  • View Questions on RTX
• Palantir Technologies Inc. (PLTR $132.37)
  • $132.37 P/E (TTM): 203.27X Cap: $306.14B
  • View PLTR Profile
  • View Questions on PLTR
• Cellebrite DI Ltd. (CLBT $11.80)
  • $11.80 Cap: $2.75B
  • View CLBT Profile
  • View Questions on CLBT

Q: I am overweight both of these names. I am hoping for a recovery pop at which time I will seek to sell down a bit and spread the money out. Can you please give me a few other names that you might suggest for growth at this time? I sold booking holdings at a loss so please exclude that name. I am too afraid to buy back smci due to its wild volatility. I was consider coherent, Motorola, and Monolithic Power but am open to other suggestions. Thank you.

Jason

Upvote 6

Read Answer Asked by Jason on August 14, 2024

• NVIDIA Corporation (NVDA $189.31)
  • $189.31 P/E (TTM): 38.5X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA
• Rockwell Automation Inc. (ROK $407.78)
  • $407.78 P/E (TTM): 45.31X Cap: $44.49B
  • View ROK Profile
  • View Questions on ROK
• Advanced Micro Devices Inc. (AMD $246.83)
  • $246.83 P/E (TTM): 92.47X Cap: $399.49B
  • View AMD Profile
  • View Questions on AMD
• Cognex Corporation (CGNX $54.39)
  • $54.39 P/E (TTM): 78.54X Cap: $8.92B
  • View CGNX Profile
  • View Questions on CGNX
• ABB Ltd. (ABBNY $91.67)
  • $91.67 P/E (TTM): 45.07X Cap: $166.52B
  • View ABBNY Profile
  • View Questions on ABBNY

Q: Can you give a quick opinion on each of the above stocks at this time for long term positions in the AI and robotic sectors?

Is there a good ETF that invests in the AI and robotic sectors to consider?

Upvote 5

Read Answer Asked by Mike on August 14, 2024

• Intuitive Surgical Inc. (ISRG $458.96)
  • $458.96 P/E (TTM): 57.26X Cap: $160.02B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $189.31)
  • $189.31 P/E (TTM): 38.5X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $177.25)
  • $177.25 P/E (TTM): 1.04X Cap: $137.35B
  • View BKNG Profile
  • View Questions on BKNG
• Eli Lilly and Company (LLY $929.55)
  • $929.55 P/E (TTM): 40.94X Cap: $887.62B
  • View LLY Profile
  • View Questions on LLY
• TransMedics Group Inc. (TMDX $113.36)
  • $113.36 P/E (TTM): 23.51X Cap: $3.91B
  • View TMDX Profile
  • View Questions on TMDX

Q: Could you suggest 10 High growth stocks to buy and keep for next 10 years.

Thanks

Upvote 40

Read Answer Asked by HARRY on August 14, 2024

• NVIDIA Corporation (NVDA $189.31)
  • $189.31 P/E (TTM): 38.5X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA

Q: I want to buy some nividia stock. It would be purchased with Canadian funds and some would be in a registered account and some woulld be in a non registered account. My holding time would two to three years and possibly longer. Is it better to buy NVDA-Q or NVDA-NE?
Thank you for your assistance in this matter. Ian

Upvote 4

Read Answer Asked by Ian on August 14, 2024

• Terran Orbital Corporation (LLAP)
  • View LLAP Profile
  • View Questions on LLAP

Q: Hello,
Any reason for the big price drop this week?
Thanks

Upvote 1

Read Answer Asked by Carlo on August 14, 2024

• Starbucks Corporation (SBUX $97.48)
  • $97.48 P/E (TTM): 80.5X Cap: $110.05B
  • View SBUX Profile
  • View Questions on SBUX

Q: The market clearly likes the new CEO, do you? Does this change your view on SBUX? Or might this be a good time to sell and reevaluate the company after a while? Thank you.

Upvote 5

Read Answer Asked by Alex on August 14, 2024