Investment Q&A

• Booking Holdings Inc. (BKNG $4,397.90)
  • $4,397.90 P/E (TTM): 30.01X Cap: $143.22B
  • View BKNG Profile
  • View Questions on BKNG
• NextEra Energy Inc. (NEE $88.97)
  • $88.97 P/E (TTM): 28.65X Cap: $185.78B
  • View NEE Profile
  • View Questions on NEE
• Axon Enterprise Inc. (AXON $398.00)
  • $398.00 P/E (TTM): 135.85X Cap: $31.72B
  • View AXON Profile
  • View Questions on AXON
• Arthur J. Gallagher & Co. (AJG $240.28)
  • $240.28 P/E (TTM): 39.86X Cap: $62.33B
  • View AJG Profile
  • View Questions on AJG
• CrowdStrike Holdings Inc. (CRWD $393.54)
  • $393.54 Cap: $95.08B
  • View CRWD Profile
  • View Questions on CRWD

Q: Please recommend 3-5 quality US stocks or ETFs for long-term holds that are currently at a good buying price.

Thanks as always.

Upvote 10

Read Answer Asked by Kevin on May 31, 2024

• Adobe Inc. (ADBE $267.27)
  • $267.27 P/E (TTM): 17.06X Cap: $110.58B
  • View ADBE Profile
  • View Questions on ADBE

Q: Hi there,

Why did Adbe drop so much yesterday? I saw another comment that it’s related to CRM reporting but is there something seriously wrong with Adbe or is this drop overblown and it’s an opportunity to add for 1-3 year period?

Thanks!

Upvote 3

Read Answer Asked by Robert on May 31, 2024

• First Trust RBA American Industrial Renaissance ET (AIRR $118.46)
  • $118.46 P/E (TTM): 22.73X Cap: $7.90B
  • View AIRR Profile
  • View Questions on AIRR

Q: This ETF was mentioned in an answer a few months ago. Its focus and objectives appealed to me. I purchased a position and then added. It has worked out well so far but as I am wont to do, I shot first and am now asking questions later.....
At present, the AUM is reported to be just over $1.1B (US); has this been growing much in the last year? And at that size, is there any small cap risk as would be the case with an equity? Last, does the fund use leverage, and if so, is it an amount that meaningfully adds risk?

Many thanks for your excellent service.

Upvote 1

Read Answer Asked by Leonard on May 31, 2024

• GSE Systems Inc. (GVP)
  • View GVP Profile
  • View Questions on GVP

Q: Peter and His Wonder Team
This stock is suddenly up 20% today on heavy volume and I have no idea why. Please give me your thoughts. Thanks as always!

Upvote 1

Read Answer Asked by Ernest on May 31, 2024

• CrowdStrike Holdings Inc. (CRWD $393.54)
  • $393.54 Cap: $95.08B
  • View CRWD Profile
  • View Questions on CRWD

Q: What is going on with CrowdStrike today? Buying opportunity or hold off?
Thanks

Upvote 6

Read Answer Asked by Neil on May 31, 2024

• Okta Inc. (OKTA $85.91)
  • $85.91 P/E (TTM): 81.78X Cap: $14.55B
  • View OKTA Profile
  • View Questions on OKTA

Q: Hi 5i
How were the latest earnings....and how do you view them going forward,.....Shares price down 5% today...would this present an opportunity to increase a small position ---2 year time frame.

Thx

Upvote 3

Read Answer Asked by jim on May 31, 2024

• Salesforce Inc. (CRM $189.30)
  • $189.30 P/E (TTM): 26.63X Cap: $178B
  • View CRM Profile
  • View Questions on CRM
• Okta Inc. (OKTA $85.91)
  • $85.91 P/E (TTM): 81.78X Cap: $14.55B
  • View OKTA Profile
  • View Questions on OKTA

Q: Why it is failing today?

Thanks,
Milan

Upvote 2

Read Answer Asked by Milan on May 31, 2024

• Salesforce Inc. (CRM $189.30)
  • $189.30 P/E (TTM): 26.63X Cap: $178B
  • View CRM Profile
  • View Questions on CRM

Q: Do you consider CRM a buy or hold. Are the recent results reason to make a change?

Thanks for your service!

Upvote 3

Read Answer Asked by Ozzie on May 31, 2024

• NVIDIA Corporation (NVDA $184.63)
  • $184.63 P/E (TTM): 43.22X Cap: $4.17T
  • View NVDA Profile
  • View Questions on NVDA

Q: Good Morning,
Is the .10 cent per share dividend payable by NVDA based on the current share count or the share count after the split?
Thank you

Upvote 5

Read Answer Asked by Kevin on May 30, 2024

• UiPath Inc. Class A (PATH $12.74)
  • $12.74 P/E (TTM): 29.36X Cap: $6.45B
  • View PATH Profile
  • View Questions on PATH

Q: Can you explain reaction to Q results - is it the sudden termination of CEO or Q results (which looked OK) or guidance. Overaction or justified market reaction? thanks John

Upvote 1

Read Answer Asked by John on May 30, 2024

• Nutanix Inc. (NTNX $40.05)
  • $40.05 P/E (TTM): 51.51X Cap: $10.84B
  • View NTNX Profile
  • View Questions on NTNX

Q: As you take a look at the quarterly results, are the fundamentals still intact for NTNX? What in the results is the market reacting negatively to? Would you add to a partial position now?

Upvote 1

Read Answer Asked by Greg on May 30, 2024

• Sharkninja Inc (SN $116.65)
  • $116.65 P/E (TTM): 235.8X
  • View SN Profile
  • View Questions on SN

Q: Still have trouble having this stock when entered as SN, but here is my question. So if you walk into a Costco, Walmart, Target, Cdn. Tire and need a vacuum or a kitchen appliance, your choice is mostly Shark vacuum and a Ninja appliance. They have most of the self space for these products. On top of that look at the performance of this stock. What do you like and not like about this stock?
Thanks Again

Upvote 2

Read Answer Asked by eugene on May 30, 2024

• Salesforce Inc. (CRM $189.30)
  • $189.30 P/E (TTM): 26.63X Cap: $178B
  • View CRM Profile
  • View Questions on CRM

Q: One thing maybe one of you can help me understand is how Salesforce is unable to lower share count even after doing buybacks. From what I can see their free cash flow is far higher than the dilution from SBC. So I dont fully understand why share count isn’t lowering.

Upvote 2

Read Answer Asked by Nick on May 30, 2024

• Pure Storage Inc. Class A (PSTG $70.92)
  • $70.92 P/E (TTM): 172.49X Cap: $21.22B
  • View PSTG Profile
  • View Questions on PSTG

Q: Can I have your thoughts on earnings and long term prospects? Thank-you.

Upvote 3

Read Answer Asked by Alex on May 30, 2024

• UnitedHealth Group Incorporated (DE) (UNH $276.44)
  • $276.44 P/E (TTM): 14.39X Cap: $243.26B
  • View UNH Profile
  • View Questions on UNH

Q: Your thoughts please on United Health and the recent information that caused a pull back in the price?

Upvote 2

Read Answer Asked by Dan on May 30, 2024

• Tesla Inc. (TSLA $412.34)
  • $412.34 P/E (TTM): 270.67X Cap: $1.49T
  • View TSLA Profile
  • View Questions on TSLA

Q: Thoughts on Tesla at current prices?

Upvote 10

Read Answer Asked by Joe on May 30, 2024

• GLOBAL X FDS (BOTZ $37.38)
  • $37.38 P/E (TTM): 61.6X Cap: $3.22B
  • View BOTZ Profile
  • View Questions on BOTZ
• GLOBAL X FDS (AIQ $49.84)
  • $49.84 P/E (TTM): 22.49X Cap: $7.87B
  • View AIQ Profile
  • View Questions on AIQ

Q: Is there an AI ETF that you would recommend that holds software or other sectors that would benefit when AI is fully implemented. Either in CDN or USA market


Thanks for the great service.

Upvote 4

Read Answer Asked by Hector on May 30, 2024

• Salesforce Inc. (CRM $189.30)
  • $189.30 P/E (TTM): 26.63X Cap: $178B
  • View CRM Profile
  • View Questions on CRM

Q: What are thoughts on their results and future projections? Is the sell-off warranted?

Upvote 3

Read Answer Asked by Nick on May 30, 2024

• Apple Inc. (AAPL $277.72)
  • $277.72 P/E (TTM): 37.06X Cap: $4.05T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $206.78)
  • $206.78 P/E (TTM): 32.91X Cap: $2.38T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $660.45)
  • $660.45 P/E (TTM): 29.63X Cap: $1.69T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $325.13)
  • $325.13 P/E (TTM): 32.91X Cap: $3.99T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $398.32)
  • $398.32 P/E (TTM): 29.46X Cap: $2.92T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $184.63)
  • $184.63 P/E (TTM): 43.22X Cap: $4.17T
  • View NVDA Profile
  • View Questions on NVDA
• Tesla Inc. (TSLA $412.34)
  • $412.34 P/E (TTM): 270.67X Cap: $1.49T
  • View TSLA Profile
  • View Questions on TSLA

Q: Hi Team,
Given Nvdas recent euphoria, is it time to take profits here or do you see this rise warranted and likely to hold its gains? Looking at market cap it looks set to pass apple and possibly take top spot over Microsoft soon if the stock keeps up this pace of rising. How are valuations looking here compared to the other magnificent 7 and how much possible upside can we possibly gain from here given current valuations ?

Upvote 17

Read Answer Asked by Shane on May 30, 2024

• NVIDIA Corporation (NVDA $184.63)
  • $184.63 P/E (TTM): 43.22X Cap: $4.17T
  • View NVDA Profile
  • View Questions on NVDA

Q: Would you recommend buying NVDA at today's prices or wait until after the split.
Thank you
Kathy

Upvote 11

Read Answer Asked by Kathy on May 30, 2024