Investment Q&A

• Aspen Aerogels Inc. (ASPN $4.12)
  • $4.12 Cap: $341M
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• Celsius Holdings Inc. (CELH $32.80)
  • $32.80 P/E (TTM): 134.28X Cap: $8.61B
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• Palantir Technologies Inc. (PLTR $133.79)
  • $133.79 P/E (TTM): 231.79X Cap: $325.79B
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• Cellebrite DI Ltd. (CLBT $13.17)
  • $13.17 Cap: $3.28B
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• TransMedics Group Inc. (TMDX $72.92)
  • $72.92 P/E (TTM): 20.02X Cap: $2.52B
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Q: Could you please rank these five companies, best first, for a 3-4 year hold. Thanks

Upvote 8

Read Answer Asked by Greg on August 16, 2024

• Alphabet Inc. (GOOG $395.14)
  • $395.14 P/E (TTM): 35.12X Cap: $4.70T
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• Microsoft Corporation (MSFT $413.96)
  • $413.96 P/E (TTM): 25.73X Cap: $3.07T
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• Chevron Corporation (CVX $185.16)
  • $185.16 P/E (TTM): 29.0X Cap: $368.89B
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• Exxon Mobil Corporation (XOM $148.69)
  • $148.69 P/E (TTM): 22.94X Cap: $641.96B
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Q: Hi Everyone!!
Do you think that Google will actually be forced to break up? If so, do you think that the share price will go down significantly?
Cheers,
Tamara

Upvote 5

Read Answer Asked by Tamara on August 16, 2024

• Micron Technology Inc. (MU $666.59)
  • $666.59 P/E (TTM): 27.22X Cap: $751.73B
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• Eaton Corporation PLC (ETN $421.39)
  • $421.39 P/E (TTM): 40.42X Cap: $159.40B
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• Ulta Beauty Inc. (ULTA $535.10)
  • $535.10 P/E (TTM): 20.77X Cap: $23.30B
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• Elastic N.V. (ESTC $49.11)
  • $49.11 Cap: $5.19B
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• AAON Inc. (AAON $98.30)
  • $98.30 P/E (TTM): 72.05X Cap: $8.04B
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• CECO Environmental Corp. (CECO $86.25)
  • $86.25 P/E (TTM): 57.48X Cap: $3.14B
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• Aspen Aerogels Inc. (ASPN $4.12)
  • $4.12 Cap: $341M
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• Fox Factory Holding Corp. (FOXF $18.18)
  • $18.18 Cap: $743M
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• Interactive Brokers Group Inc. (IBKR $87.04)
  • $87.04 P/E (TTM): 36.89X Cap: $37.39B
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Q: Hello 5i,

We sold two stocks that had were poor performers but they improved in the past few months in our RRSP. Can you rank the following stocks to purchase if we were to initiate a 1/4 position today for a 5-year hold? Our intention is to start 2 or 3 positions to see where they go, and add funds to the best two over time.
Would the ranking be the same for a TFSA or non-reg account?

Thank you
D&J

Upvote 5

Read Answer Asked by Jerry on August 16, 2024

• Costco Wholesale Corporation (COST $995.75)
  • $995.75 P/E (TTM): 70.38X Cap: $441.76B
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• Walmart Inc. (WMT $130.08)
  • $130.08 Cap: $1.03T
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• Dollarama Inc. (DOL $174.51)
  • $174.51 P/E (TTM): 35.97X Cap: $47.62B
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Q: So all 3 have returned about the same on investment in 24. If you were to invest $20,000 today, and bought all 3, how would you alot the dollars.
Thanks again

Upvote 9

Read Answer Asked by eugene on August 16, 2024

• Cellebrite DI Ltd. (CLBT $13.17)
  • $13.17 Cap: $3.28B
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Q: I have a question about 2514

Upvote 2

Read Answer Asked by richard on August 16, 2024

• Spotify Technology S.A. (SPOT $425.25)
  • $425.25 Cap: $87.53B
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• OFG Bancorp (OFG $45.96)
  • $45.96 P/E (TTM): 9.85X Cap: $1.97B
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• Invesco S&P MidCap Momentum ETF (XMMO $168.60)
  • $168.60 P/E (TTM): 25.69X Cap: $6.92B
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• FTAI Infrastructure Inc. (FIP $5.54)
  • $5.54 Cap: $669M
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Q: Hi team,

Grateful for your updated views on the above stocks. Would you buy them now for strong growth ? Or could you provide better alternatives ?

Have a good day,

Jacques IDS

Upvote 1

Read Answer Asked by Jacques on August 16, 2024

• Arbor Realty Trust (ABR $8.29)
  • $8.29 P/E (TTM): 14.07X Cap: $1.53B
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Q: Your thoughts on this realty company.

Upvote 1

Read Answer Asked by Mark on August 16, 2024

• Kinder Morgan Inc. (KMI $31.58)
  • $31.58 P/E (TTM): 23.7X Cap: $70.25B
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• Plains GP Holdings L.P. (PAGP $23.64)
  • $23.64 P/E (TTM): 42.51X Cap: $4.71B
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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 $191.40)
  • $191.40 P/E (TTM): 977.9X Cap: $29.04B
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• Invesco Solar ETF (TAN $60.47)
  • $60.47 P/E (TTM): 23.3X Cap: $1.70B
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• Roblox Corporation Class A (RBLX $43.76)
  • $43.76 Cap: $31.53B
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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 $395.14)
  • $395.14 P/E (TTM): 35.12X Cap: $4.70T
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• Microsoft Corporation (MSFT $413.96)
  • $413.96 P/E (TTM): 25.73X Cap: $3.07T
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• Advanced Micro Devices Inc. (AMD $421.39)
  • $421.39 P/E (TTM): 128.88X Cap: $687B
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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 $86.67)
  • $86.67 Cap: $31.35B
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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 $46.27)
  • $46.27 P/E (TTM): 9.31X Cap: $40.81B
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• Sea Limited American Depositary Shares each representing one Class A (SE $90.02)
  • $90.02 P/E (TTM): 34.58X Cap: $55.13B
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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 $50.67)
  • $50.67 P/E (TTM): 20.98X Cap: $9.42B
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Q: Can you share your thoughts please, thanks.

Upvote 3

Read Answer Asked by MG on August 14, 2024

• Generac Holdlings Inc. (GNRC $267.42)
  • $267.42 P/E (TTM): 95.57X Cap: $15.25B
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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 $32.74)
  • $32.74 P/E (TTM): 28.05X Cap: $41.99B
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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 $359.06)
  • $359.06 P/E (TTM): 36.51X Cap: $95.82B
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• Philip Morris International Inc (PM $170.53)
  • $170.53 P/E (TTM): 23.3X Cap: $264.11B
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• Union Pacific Corporation (UNP $268.23)
  • $268.23 P/E (TTM): 22.01X Cap: $156.74B
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• Zimmer Biomet Holdings Inc. (ZBH $82.83)
  • $82.83 P/E (TTM): 23.29X Cap: $16.05B
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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 $136.30)
  • $136.30 P/E (TTM): 19.6X Cap: $169.20B
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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 $43.76)
  • $43.76 Cap: $31.53B
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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 $42.88)
  • $42.88 P/E (TTM): 62.93X Cap: $3.40B
  • View FOUR Profile
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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