Investment Q&A

• Applied Materials Inc. (AMAT $354.31)
  • $354.31 P/E (TTM): 35.67X Cap: $279.84B
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• Micron Technology Inc. (MU $377.58)
  • $377.58 P/E (TTM): 34.81X Cap: $426.01B
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• NVIDIA Corporation (NVDA $178.10)
  • $178.10 P/E (TTM): 36.2X Cap: $4.31T
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• QUALCOMM Incorporated (QCOM $124.07)
  • $124.07 P/E (TTM): 25.56X Cap: $134.15B
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• ON Semiconductor Corporation (ON $63.79)
  • $63.79 P/E (TTM): 214.45X Cap: $24.97B
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• Marvell Technology Inc. (MRVL $109.38)
  • $109.38 P/E (TTM): 37.58X Cap: $95.76B
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• Dell Technologies Inc. Class C (DELL $177.69)
  • $177.69 P/E (TTM): 22.76X Cap: $111.83B
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• Vertiv Holdings LLC Class A (VRT $262.30)
  • $262.30 P/E (TTM): 76.62X Cap: $98.98B
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Q: On a scale from 1 to 10, what number would you assign the following eight stocks where 10 represents the most upside and 1 the least, and what letter grade would you give them where an A represents the least risk and an F the most?

NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT

Upvote 20

Read Answer Asked by Brian on July 26, 2024

• Roper Technologies Inc. (ROP $358.83)
  • $358.83 P/E (TTM): 25.2X Cap: $37.07B
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• United Rentals Inc. (URI $732.74)
  • $732.74 P/E (TTM): 18.96X Cap: $46.31B
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Q: Hi,
Have held ROP for many years and done well. Can you please comment on recent earnings which clearly street not happy with. What are your thoughts on a switch from ROP to URI, a company I have wanted to buy for a long time? What is good price for URI? Thank you!

Upvote 3

Read Answer Asked by Neil on July 26, 2024

• iShares Russell 2000 Growth ETF (IWO $320.21)
  • $320.21 P/E (TTM): 22.36X Cap: $12.41B
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• iShares S&P/TSX SmallCap Index ETF (XCS $34.44)
  • $34.44 P/E (TTM): 15.16X Cap: $234M
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• Vanguard Small Cap Growth ETF (VBK $307.83)
  • $307.83 P/E (TTM): 23.17X Cap: $21.37B
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• ISHARES TRUST (IJT $148.42)
  • $148.42 P/E (TTM): 19.17X Cap: $6.63B
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Q: Hi there,

Can you comment on the strength of small and mid caps going forward and give me 1 US and 1 Cdn etf to look at?

Ok thanks!

Upvote 3

Read Answer Asked by Robert on July 26, 2024

• Ulta Beauty Inc. (ULTA $532.23)
  • $532.23 P/E (TTM): 20.96X Cap: $23.73B
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Q: Ulta Beauty keeps dropping - it's down 20% from same time last year, and I'm down 26%. Do you see a concerning trend? Do you think the funds would be better deployed elsewhere? Thanks!

Upvote 6

Read Answer Asked by Kim on July 25, 2024

• Constellation Energy Corporation (CEG $272.58)
  • $272.58 P/E (TTM): 36.87X Cap: $86.21B
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Q: What's going on with CEG lately? Any news regarding the recent drop?

Upvote 2

Read Answer Asked by Max on July 25, 2024

• Alphabet Inc. (GOOG $303.93)
  • $303.93 P/E (TTM): 27.24X Cap: $3.62T
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• General Dynamics Corporation (GD $348.43)
  • $348.43 P/E (TTM): 22.59X Cap: $95.17B
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• Roper Technologies Inc. (ROP $358.83)
  • $358.83 P/E (TTM): 25.2X Cap: $37.07B
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• The Trade Desk Inc. (TTD $20.70)
  • $20.70 P/E (TTM): 24.5X Cap: $10.57B
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Q: Any reason for the decline in price today,would you buy any today and in what order thanx

Upvote 5

Read Answer Asked by andre on July 24, 2024

• Alphabet Inc. (GOOG $303.93)
  • $303.93 P/E (TTM): 27.24X Cap: $3.62T
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Q: Can you comment on Google earnings? Thank-you.

Upvote 9

Read Answer Asked by Alex on July 24, 2024

• Philip Morris International Inc (PM $157.49)
  • $157.49 P/E (TTM): 21.78X Cap: $249.59B
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• Constellation Brands Inc. (STZ $153.83)
  • $153.83 P/E (TTM): 23.62X Cap: $26.91B
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• Brown Forman Inc Class B (BF.B $26.55)
  • $26.55 P/E (TTM): 15.55X Cap: $12.42B
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• Diageo plc (DEO $74.12)
  • $74.12 P/E (TTM): 17.57X Cap: $40.85B
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Q: I would like to replace Diageo with company that has a better growth profile. Can you provide me with a few names please; CDN or US$. Thanks as always.

Upvote 4

Read Answer Asked by Gerry on July 24, 2024

• Philip Morris International Inc (PM $157.49)
  • $157.49 P/E (TTM): 21.78X Cap: $249.59B
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• Enbridge Inc. (ENB $75.56)
  • $75.56 P/E (TTM): 22.99X Cap: $163.19B
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• Canadian Natural Resources Limited (CNQ $68.23)
  • $68.23 P/E (TTM): 12.79X Cap: $140.23B
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• Ares Management Corporation Class A (ARES $102.24)
  • $102.24 P/E (TTM): 59.9X Cap: $33.87B
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• British American Tobacco p.l.c. (BTI $58.80)
  • $58.80 P/E (TTM): 32.4X Cap: $126.78B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.08)
  • $61.08 P/E (TTM): 30.33X Cap: $100.86B
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Q: Hi,
what would be your top 3 dividend stock right now that's not in financial and utilities?
Also what would be your top 3 in US?
Thank You

Upvote 9

Read Answer Asked by Danny on July 24, 2024

• Vertiv Holdings LLC Class A (VRT $262.30)
  • $262.30 P/E (TTM): 76.62X Cap: $98.98B
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Q: A fairly large move by VRT after earnings. Can I have your opinion? Also does this look like a buying opportunity?

Thank-you.

Upvote 10

Read Answer Asked by Alex on July 24, 2024

• State Street SPDR S&P 500 ETF Trust (SPY $659.22)
  • $659.22 P/E (TTM): 26.17X Cap: $661.32B
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Q: CRTC NYSE Arca/US Xtrackers US National Critical Technologies ETF.

What's your opinion on this one buy or not?

Holdings seem similar to other ETF's I hold.

Thank you.

Upvote 1

Read Answer Asked by Ross on July 24, 2024

• United Parcel Service Inc. (UPS $97.57)
  • $97.57 P/E (TTM): 14.97X Cap: $82.51B
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Q: Hello, UPS has dropped quite a bit following earnings release, do you believe it is more of a « market dislocation » or does it reflect UPS’s new value? If the former, is this a good opportunity to buy now? Thanks?

Upvote 4

Read Answer Asked by Martin on July 24, 2024

Q: SHLD NYSE Arca/US Global X Defense Tech ETF

What's your opinion on this one, buy or not?

Has some unusual holdings.

Thank you.

Upvote 3

Read Answer Asked by Ross on July 24, 2024

• Medpace Holdings Inc. (MEDP $508.52)
  • $508.52 P/E (TTM): 32.57X Cap: $14.16B
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Q: Your comments please on their recent quarterly results and the market reaction - a 20% drawdown.

Thanks,

Upvote 3

Read Answer Asked by Adam on July 23, 2024

• The Walt Disney Company (DIS $95.78)
  • $95.78 P/E (TTM): 14.23X Cap: $170.56B
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• Alight Inc. Class A (ALIT $0.51)
  • $0.51 Cap: $308M
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• DraftKings Inc. (DKNG $22.95)
  • $22.95 Cap: $11.35B
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• Celsius Holdings Inc. (CELH $34.48)
  • $34.48 P/E (TTM): 136.32X Cap: $9.28B
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• JFrog Ltd. (FROG $49.08)
  • $49.08 Cap: $5.87B
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• Affirm Holdings Inc. (AFRM $47.40)
  • $47.40 P/E (TTM): 55.8X Cap: $16.13B
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• Coupang Inc. Class A (CPNG $19.19)
  • $19.19 P/E (TTM): 172.27X Cap: $35.66B
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• SoFi Technologies Inc. (SOFI $16.11)
  • $16.11 P/E (TTM): 41.71X Cap: $20.74B
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Q: pleade rank the following list of stocks to sell : SOFI, AFRM, DIS, FROG, CPNG, ALIT, CELH, DKNG. Thanks"

Upvote 3

Read Answer Asked by Esther on July 23, 2024

Q: Hello 5i
Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 23, 2024

• lululemon athletica inc. (LULU $153.67)
  • $153.67 P/E (TTM): 10.84X Cap: $17.25B
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• EQB Inc. (EQB $110.65)
  • $110.65 P/E (TTM): 18.88X Cap: $4.13B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $194.20)
  • $194.20 P/E (TTM): 30.05X Cap: $2.50B
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• Crocs Inc. (CROX $90.47)
  • $90.47 Cap: $4.47B
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• Vertiv Holdings LLC Class A (VRT $262.30)
  • $262.30 P/E (TTM): 76.62X Cap: $98.98B
  • View VRT Profile
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• Celsius Holdings Inc. (CELH $34.48)
  • $34.48 P/E (TTM): 136.32X Cap: $9.28B
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• Propel Holdings Inc. (PRL $18.25)
  • $18.25 P/E (TTM): 9.54X Cap: $717M
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.70)
  • $56.70 P/E (TTM): 77.51X Cap: $126.88B
  • View BN Profile
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Q: Hi Team,
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks

Shane

Upvote 9

Read Answer Asked by Shane on July 23, 2024

Q: Hello, SPRY is a company developing an alternative treatment for anaphylaxis treatment. I am wondering about the team's thoughts on its current valuation and if it seems reasonable given the company's prospects. Also given favorable inflation data continuing, could this small-cap have good price appreciation potential with lowering interest rates?
Thank you.

Upvote 1

Read Answer Asked by Robert on July 23, 2024

Q: YAMCF is Yamaha and was recommended recently on Market Call. I have been watching and it seems to be doing fairly well. It also has another name YAMHF still representing Yamaha. Can you give me your take on Yamaha. SMR was one you had talked about some time ago and is on my 5i Watchlist. It has dropped off considerably. Would you have an update on it?

Upvote 1

Read Answer Asked by Dennis on July 23, 2024

• Applied Materials Inc. (AMAT $354.31)
  • $354.31 P/E (TTM): 35.67X Cap: $279.84B
  • View AMAT Profile
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• Broadcom Inc. (AVGO $333.97)
  • $333.97 P/E (TTM): 66.22X Cap: $1.48T
  • View AVGO Profile
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• Micron Technology Inc. (MU $377.58)
  • $377.58 P/E (TTM): 34.81X Cap: $426.01B
  • View MU Profile
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• QUALCOMM Incorporated (QCOM $124.07)
  • $124.07 P/E (TTM): 25.56X Cap: $134.15B
  • View QCOM Profile
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• Atlassian Corporation (TEAM $64.83)
  • $64.83 Cap: $17.95B
  • View TEAM Profile
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• ON Semiconductor Corporation (ON $63.79)
  • $63.79 P/E (TTM): 214.45X Cap: $24.97B
  • View ON Profile
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• Arista Networks Inc. (ANET $133.64)
  • $133.64 P/E (TTM): 46.07X Cap: $158.63B
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• Marvell Technology Inc. (MRVL $109.38)
  • $109.38 P/E (TTM): 37.58X Cap: $95.76B
  • View MRVL Profile
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• Super Micro Computer Inc. (SMCI $22.67)
  • $22.67 P/E (TTM): 17.07X Cap: $13.20B
  • View SMCI Profile
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• Dell Technologies Inc. Class C (DELL $177.69)
  • $177.69 P/E (TTM): 22.76X Cap: $111.83B
  • View DELL Profile
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• Vertiv Holdings LLC Class A (VRT $262.30)
  • $262.30 P/E (TTM): 76.62X Cap: $98.98B
  • View VRT Profile
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• Infineon Technologies AG ADR (IFNNY $45.23)
  • $45.23 P/E (TTM): 40.3X Cap: $59.93B
  • View IFNNY Profile
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Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?

VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM

Upvote 5

Read Answer Asked by Brian on July 23, 2024