Investment Q&A

• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 51.36X Cap: $4.38T
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• Vertiv Holdings LLC Class A (VRT $179.73)
  • $179.73 P/E (TTM): 64.91X Cap: $65.68B
  • View VRT Profile
  • View Questions on VRT

Q: Hi Team,
I was debating taking a position in VRT. However, I am way overweight in NVDA at the moment in my portfolio. I was wondering if VRT is a stock that will be highly correlated to AI, and might track the sector same as NVDA? Perhaps they are too closely related to hold both? Or do you feel they are different enough that I should be holding both? I have been hesitant to trim NVDA for other AI plays simply due to the fact that NVDA seems to be the clear leader in the space and why sell the "Best"? Your thoughts please. Thanks

Shane.

Upvote 8

Read Answer Asked by Shane on March 25, 2024

• Vertex Pharmaceuticals Incorporated (VRTX $433.61)
  • $433.61 P/E (TTM): 30.63X Cap: $109.64B
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• Eli Lilly and Company (LLY $1,075.47)
  • $1,075.47 P/E (TTM): 54.03X Cap: $1.04T
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• Novo Nordisk A/S (NVO $49.35)
  • $49.35 P/E (TTM): 13.87X Cap: $363.68B
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Q: Opinion Please? Might this be a way to play the weight loss drug trend? Do you have other healthcare suggestions?

Upvote 2

Read Answer Asked by Colleen on March 25, 2024

• Victorias Secret & Co. (VSCO $41.33)
  • $41.33 P/E (TTM): 18.18X Cap: $2.94B
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Q: Your general thoughts please, thanks.

Upvote 2

Read Answer Asked by MG on March 25, 2024

• lululemon athletica inc. (LULU $184.18)
  • $184.18 P/E (TTM): 12.42X Cap: $20.64B
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Q: Many fashion companies are not performing to well recently. LULU is crashing today on lowered forecast. Any other problems you see.
Opportunity to buy?
Any discretionary you like better ?

Thanks to the team,

Denis.

Upvote 1

Read Answer Asked by Denis on March 25, 2024

• Canadian Solar Inc. (CSIQ $27.15)
  • $27.15 Cap: $1.51B
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Q: Hi Team,

Can you comment on this company? I'm not sure why it gets such little respect

Upvote 1

Read Answer Asked by David on March 25, 2024

• lululemon athletica inc. (LULU $184.18)
  • $184.18 P/E (TTM): 12.42X Cap: $20.64B
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Q: Curious to hear your thoughts on recent news. Would you be a buyer at current prices or sit and wait?

Upvote 2

Read Answer Asked by Steven on March 25, 2024

• Palantir Technologies Inc. (PLTR $168.45)
  • $168.45 P/E (TTM): 552.57X Cap: $395.10B
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Q: Have room for one more tech - if you had to pick - PLTR or VRT. And why?

Upvote 9

Read Answer Asked by Scott on March 25, 2024

• PayPal Holdings Inc. (PYPL $62.69)
  • $62.69 P/E (TTM): 12.44X Cap: $57.85B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• StoneCo Ltd. (STNE $16.85)
  • $16.85 Cap: $4.32B
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• PagSeguro Digital Ltd. Class A (PAGS $10.48)
  • $10.48 Cap: $3.29B
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• MoneyLion Inc. Class A (ML)
  • Cap: $972M
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Q: What is your opinion of Money Lion? How do its prospects compare to, for example, SQ, STNE, PYPL or PAGS?
Thanxx!

Upvote 2

Read Answer Asked by David on March 25, 2024

• Reddit Inc. Class A (RDDT $216.47)
  • $216.47 P/E (TTM): 33.8X Cap: $39.33B
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Q: What are your thoughts about this after the big jump..I did not get in the ipo..but considering it..do you think this would be worth considering for a 5 year hold? Thanks. Shyam

Upvote 3

Read Answer Asked by Shyam on March 25, 2024

• Gambling.com Group Limited (GAMB $5.67)
  • $5.67 Cap: $172M
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Q: GAMB stock price action has been unimpressive yet analysts seem very positive on its future within the realm of gambling stocks. Welcome your thoughts.

Upvote 2

Read Answer Asked by John on March 25, 2024

• Vanguard S&P 500 ETF (VOO $628.41)
  • $628.41 P/E (TTM): 27.51X Cap: $786.43B
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• Invesco S&P 500 Equal Weight ETF (RSP $191.53)
  • $191.53 P/E (TTM): 22.16X Cap: $73.50B
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Q: Hello 5i
I know that you do not have a crystal ball but I was wondering, if the market upturn continues to broaden out beyond a few technology stocks, would it be better to be invested in rsp or in voo?
Thanks as always for your great service

Upvote 3

Read Answer Asked by joseph on March 25, 2024

• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 51.36X Cap: $4.38T
  • View NVDA Profile
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• Eli Lilly and Company (LLY $1,075.47)
  • $1,075.47 P/E (TTM): 54.03X Cap: $1.04T
  • View LLY Profile
  • View Questions on LLY
• Novo Nordisk A/S (NVO $49.35)
  • $49.35 P/E (TTM): 13.87X Cap: $363.68B
  • View NVO Profile
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Q: Hi 5i team! Thanks for your wonderful work.
Are LLY and NVDA going to have similar growth in the short term (next 6 months)? which would perform better in next 6 months? Lastly , if you had to choose between LLY and Novo Nordisk, which would you prefer? Thank you

Upvote 7

Read Answer Asked by Dimitrios on March 25, 2024

• Nike Inc. (NKE $64.63)
  • $64.63 P/E (TTM): 32.99X Cap: $95.09B
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Q: Your thoughts on Nike today. Would you continue to hold?

Upvote 2

Read Answer Asked by Andrew on March 22, 2024

Q: Can pls provide any info on this one..why would I want to own this? Nasdaq

Upvote 2

Read Answer Asked by adam on March 22, 2024

• StorageVault Canada Inc. (SVI $4.94)
  • $4.94 Cap: $85M
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• American Tower Corporation (REIT) (AMT $181.27)
  • $181.27 P/E (TTM): 28.91X Cap: $84.84B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.46)
  • $12.46 P/E (TTM): 28.95X Cap: $3.67B
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• Extra Space Storage Inc (EXR $133.17)
  • $133.17 P/E (TTM): 29.82X Cap: $28.29B
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Q: I am looking to add some real-estate to my portfolio .
Are there any ETF's or stocks you would recommend.

Upvote 4

Read Answer Asked by Roy on March 22, 2024

• Mitek Systems Inc. (MITK $8.86)
  • $8.86 P/E (TTM): 26.54X Cap: $402M
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Q: Could you weigh in on Mitek Systems here. What is in these numbers? Thoughts on going forward? I can't understand why they continue to have issues around reporting?

Upvote 1

Read Answer Asked by Harry on March 22, 2024

• 3D Systems Corporation (DDD $2.08)
  • $2.08 Cap: $262M
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Q: Can you share your thoughts on DDD and the 3D printing industry? Will AI help this industry to take off?

Upvote 0

Read Answer Asked by Stephan on March 22, 2024

• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 51.36X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA
• Vertiv Holdings LLC Class A (VRT $179.73)
  • $179.73 P/E (TTM): 64.91X Cap: $65.68B
  • View VRT Profile
  • View Questions on VRT

Q: Would you be comfortable bringing VRT up to a full position? I currently have half a position and uncommitted funds to increase that to a full position. If you would prefer more diversity, can you provide three other suggestions for a US growth stock - not in the consumer cyclical space - for a TFSA? (NVDA already held.) Thank you.

Upvote 12

Read Answer Asked by Maureen on March 22, 2024

• Amazon.com Inc. (AMZN $233.22)
  • $233.22 P/E (TTM): 32.37X Cap: $2.44T
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• Intuit Inc. (INTU $634.08)
  • $634.08 P/E (TTM): 43.21X Cap: $175.14B
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• Workday Inc. (WDAY $215.62)
  • $215.62 P/E (TTM): 100.16X Cap: $57.49B
  • View WDAY Profile
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Q: Hello Team,
Do you like either or both of these two, which would you prefer and would you consider them comparable to Amazon for growth?
Thank You,
Barry

Upvote 4

Read Answer Asked by Barry on March 22, 2024

• Nutanix Inc. (NTNX $47.80)
  • $47.80 P/E (TTM): 74.37X Cap: $12.99B
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Q: In your answer to my question to today about EDGE AI - it was intended to specifically address NTNX role. I know you own it, and I was trying to understand how important a role it could play. But, you did not name it in the stocks that could play a role in EDGE AI.

Upvote 3

Read Answer Asked by sam on March 22, 2024