Investment Q&A

• Vitalhub Corp. (VHI $8.07)
  • $8.07 P/E (TTM): 81.4X Cap: $510M
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• WELL Health Technologies Corp. (WELL $4.27)
  • $4.27 Cap: $1.09B
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• Aspen Aerogels Inc. (ASPN $3.25)
  • $3.25 Cap: $269M
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• Datadog Inc. (DDOG $132.14)
  • $132.14 P/E (TTM): 417.06X Cap: $46.75B
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• Palantir Technologies Inc. (PLTR $152.62)
  • $152.62 P/E (TTM): 231.7X Cap: $364.86B
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• Propel Holdings Inc. (PRL $22.28)
  • $22.28 P/E (TTM): 11.21X Cap: $876M
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• TransMedics Group Inc. (TMDX $114.65)
  • $114.65 P/E (TTM): 22.46X Cap: $3.96B
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Q: Would you kindly provide 4 US stocks and 4 CDN stocks that would be your best bets today to increase in value by 1000% over the next 10 years. Thanks.

Upvote 28

Read Answer Asked by Richard on August 08, 2024

• NVIDIA Corporation (NVDA $202.50)
  • $202.50 P/E (TTM): 40.79X Cap: $4.92T
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Q: good afternoon,

Heard the news about a delay in putting out they're new chip, Time of writing
sp dowm another 6% going on 7. Is there some other problem or is it just the casino players at work (traders)?
Aug. 7 at 5PM.

Thanks for the update,

Denis a grateful member

Upvote 6

Read Answer Asked by Denis on August 08, 2024

• Aspen Aerogels Inc. (ASPN $3.25)
  • $3.25 Cap: $269M
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Q: Hi 5i Team,
Pls can you comment on Aspen Aerogel earning.

Upvote 2

Read Answer Asked by Pui on August 08, 2024

• Duolingo Inc. (DUOL $105.52)
  • $105.52 P/E (TTM): 12.09X Cap: $4.85B
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Q: Good morning... Your comments on DUOL's quarter and whether you're still bullish on the company? Buy, sell or hold?

thanks, Mark

Upvote 2

Read Answer Asked by Mark on August 08, 2024

• Airbnb Inc. (ABNB $144.18)
  • $144.18 P/E (TTM): 35.4X Cap: $87.76B
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Q: Please comment on earnings.
Has their latest quarter changed your outlook on the stock?
Thank you very much
Karim.

Upvote 1

Read Answer Asked by Karim on August 08, 2024

• Amazon.com Inc. (AMZN $255.36)
  • $255.36 P/E (TTM): 34.85X Cap: $2.74T
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• Constellation Software Inc. (CSU $2,651.50)
  • $2,651.50 P/E (TTM): 77.63X Cap: $56.18B
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• Teladoc Health Inc. (TDOC $5.92)
  • $5.92 Cap: $1.06B
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Q: Hello Peter,
What is your opinion on Amazon's results? Buying opportunity? Would you use the decline in share price of constellation over the last two days as way of buying more? Is Teledoc a sell at this point and does the theme of remote healthcare no longer hold as it did during covid? thanks a bunch

Upvote 11

Read Answer Asked by umedali on August 07, 2024

• Super Micro Computer Inc. (SMCI $29.18)
  • $29.18 P/E (TTM): 20.9X Cap: $17.47B
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Q: How was latest quarter? Reaction overblown or justified? Thank you

Upvote 6

Read Answer Asked by Neil on August 07, 2024

• Super Micro Computer Inc. (SMCI $29.18)
  • $29.18 P/E (TTM): 20.9X Cap: $17.47B
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• Badger Meter Inc. (BMI $123.56)
  • $123.56 P/E (TTM): 27.29X Cap: $3.60B
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• Datadog Inc. (DDOG $132.14)
  • $132.14 P/E (TTM): 417.06X Cap: $46.75B
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• Docebo Inc. (DCBO $26.24)
  • $26.24 P/E (TTM): 13.22X Cap: $754M
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• Vertiv Holdings LLC Class A (VRT $305.14)
  • $305.14 P/E (TTM): 91.62X Cap: $116.74B
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• Palantir Technologies Inc. (PLTR $152.62)
  • $152.62 P/E (TTM): 231.7X Cap: $364.86B
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• Nextpower Inc. (NXT $116.19)
  • $116.19 P/E (TTM): 27.63X Cap: $17.25B
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Q: Looking for tax-loss proxy ideas for CAN: DCBO and US: NXT, SMCI, and PLTR. If there are simply better names to consider as replacements, those would be appreciated as well. Thank you!

Upvote 5

Read Answer Asked by Andrew on August 07, 2024

• Axon Enterprise Inc. (AXON $403.15)
  • $403.15 P/E (TTM): 268.16X Cap: $32.48B
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Q: Can I please get comments on Axon's latest quarter? Thank you

Upvote 5

Read Answer Asked by Neil on August 07, 2024

• Lockheed Martin Corporation (LMT $555.43)
  • $555.43 P/E (TTM): 26.61X Cap: $128B
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• RTX Corporation (RTX $180.91)
  • $180.91 P/E (TTM): 37.74X Cap: $243.62B
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Q: HI, RTX or LMT which one scores better? Greetings, Peter.

Upvote 4

Read Answer Asked by peter on August 07, 2024

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Do the recent earning results change your opinion on SQ? Thank-you.

Upvote 2

Read Answer Asked by Alex on August 07, 2024

• Microsoft Corporation (MSFT $432.92)
  • $432.92 P/E (TTM): 26.53X Cap: $3.21T
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Q: Does this market present a great opportunity to buy Microsoft for a long-term position?

Upvote 6

Read Answer Asked by Gary on August 07, 2024

• Albemarle Corporation (ALB $194.22)
  • $194.22 Cap: $22.89B
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Q: Can I get cons and cons for starting a new small position in ALB?..is current level a good entry level? Many txs...

Upvote 2

Read Answer Asked by adam on August 07, 2024

• Hewlett Packard Enterprise Company (HPE $28.51)
  • $28.51 Cap: $37.82B
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• Super Micro Computer Inc. (SMCI $29.18)
  • $29.18 P/E (TTM): 20.9X Cap: $17.47B
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• Dell Technologies Inc. Class C (DELL $214.65)
  • $214.65 P/E (TTM): 24.47X Cap: $138.60B
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Q: These companies are often discussed as rivals. In light of SMCI’s results, what do you think of the prospects for HPE and DELL in relation to SMCI? If you had to rank them, which ones get the gold, silver and bronze?

Upvote 3

Read Answer Asked by Brian on August 07, 2024

• Celsius Holdings Inc. (CELH $33.26)
  • $33.26 P/E (TTM): 130.76X Cap: $8.54B
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Q: Please comment on the earnings and outlook going forward?

Upvote 3

Read Answer Asked by sean on August 07, 2024

• Celsius Holdings Inc. (CELH $33.26)
  • $33.26 P/E (TTM): 130.76X Cap: $8.54B
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Q: What's your take on the trading in Celsius ? seems like so much speculation vs fundamentals investing .

Thanks

Greg

Upvote 2

Read Answer Asked by Greg on August 07, 2024

• Super Micro Computer Inc. (SMCI $29.18)
  • $29.18 P/E (TTM): 20.9X Cap: $17.47B
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Q: SMCI reports after the bell today. They predicted around $8/share for the quarter. I bought this stock at $800, what are your thoughts about doubling down prior to earnings? Thanks

Upvote 5

Read Answer Asked by Terry on August 06, 2024

• Progressive Corporation (The) (PGR $202.71)
  • $202.71 P/E (TTM): 10.79X Cap: $118.76B
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• Manulife Financial Corporation (MFC $52.35)
  • $52.35 P/E (TTM): 17.2X Cap: $87.77B
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• Sun Life Financial Inc. (SLF $96.39)
  • $96.39 P/E (TTM): 15.64X Cap: $53.40B
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• Trisura Group Ltd. (TSU $46.94)
  • $46.94 P/E (TTM): 15.79X Cap: $2.23B
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• Arch Capital Group Ltd. (ACGL $96.77)
  • $96.77 P/E (TTM): 8.5X Cap: $34.47B
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Q: With the economy slowing and interest rate cuts on the horizon in the US and already occurring in Canada, should beneficiaries of the higher rates - insurance cos like TSU, FFH, and MFC be sold?

Upvote 3

Read Answer Asked by James on August 06, 2024

• CrowdStrike Holdings Inc. (CRWD $466.68)
  • $466.68 Cap: $118.35B
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• Vertiv Holdings LLC Class A (VRT $305.14)
  • $305.14 P/E (TTM): 91.62X Cap: $116.74B
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Q: Please compare/contrast VRT & CRWD as 5 year investment at this time.

Upvote 7

Read Answer Asked by Joel on August 06, 2024

• KKR & Co. Inc. (KKR $105.92)
  • $105.92 P/E (TTM): 44.64X Cap: $94.43B
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• Blackstone Inc. (BX $129.73)
  • $129.73 P/E (TTM): 33.12X Cap: $96.28B
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• Ares Management Corporation Class A (ARES $121.05)
  • $121.05 P/E (TTM): 70.08X Cap: $39.50B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.33)
  • $66.33 P/E (TTM): 31.73X Cap: $108.66B
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Q: Can I please have your thoughts on KKR. Your overall thoughts on the company and do you see more upside and your take on the recently announced earnings. Thank You.

Upvote 3

Read Answer Asked by Brian on August 06, 2024