Investment Q&A

• Intuitive Surgical Inc. (ISRG $468.36)
  • $468.36 P/E (TTM): 58.32X Cap: $165.92B
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• Booking Holdings Inc. (BKNG $185.69)
  • $185.69 P/E (TTM): 1.07X Cap: $143.41B
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• JPMorgan Chase & Co. (JPM $305.93)
  • $305.93 P/E (TTM): 15.68X Cap: $834.49B
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• Eli Lilly and Company (LLY $905.03)
  • $905.03 P/E (TTM): 40.5X Cap: $871.59B
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• NextEra Energy Inc. (NEE $91.24)
  • $91.24 P/E (TTM): 27.97X Cap: $190.40B
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• Prudential Financial Inc. (PRU $99.42)
  • $99.42 P/E (TTM): 9.86X Cap: $34.35B
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• Trane Technologies plc (TT $462.56)
  • $462.56 P/E (TTM): 36.44X Cap: $104.15B
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• RTX Corporation (RTX $198.39)
  • $198.39 P/E (TTM): 40.61X Cap: $272.97B
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• TransMedics Group Inc. (TMDX $116.11)
  • $116.11 P/E (TTM): 23.37X Cap: $3.99B
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Q: Can you recommend a few US non tech stocks that you see have good upside?
Thanks

Upvote 17

Read Answer Asked by sean on July 22, 2024

• CrowdStrike Holdings Inc. (CRWD $411.16)
  • $411.16 Cap: $101.06B
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Q: 1, Would you recommend adding to CRWD today (Jul 19, 2024) or wait til the dust settles?
2, What would be a good entry price? $280 ish?
(I have held CRWD for some time and have been doing well. Have wanted to add to it for a long time but its valuation scares me.)

Upvote 7

Read Answer Asked by Anh on July 19, 2024

• Celsius Holdings Inc. (CELH $35.28)
  • $35.28 P/E (TTM): 134.64X Cap: $8.86B
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Q: If it was you holding CELH and being down 40% (now a 2.75% position), would you be holding or moving on? Would you even consider adding to average down?
Thanks

Upvote 3

Read Answer Asked by Marco on July 19, 2024

Q: What is your opinion of this company today?
Thanks for all you do.

Upvote 3

Read Answer Asked by Joe on July 19, 2024

• Celsius Holdings Inc. (CELH $35.28)
  • $35.28 P/E (TTM): 134.64X Cap: $8.86B
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Q: Hello 5i
Do you know when CELH reports next?
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on July 19, 2024

• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.83T
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• Uber Technologies Inc. (UBER $77.28)
  • $77.28 P/E (TTM): 15.29X Cap: $148.95B
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Q: Hello; I would love your thoughts on Serve Robitics……thx.

Upvote 2

Read Answer Asked by Marshall on July 19, 2024

• Intuitive Surgical Inc. (ISRG $468.36)
  • $468.36 P/E (TTM): 58.32X Cap: $165.92B
  • View ISRG Profile
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• AbbVie Inc. (ABBV $208.42)
  • $208.42 P/E (TTM): 87.49X Cap: $368.84B
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• Eli Lilly and Company (LLY $905.03)
  • $905.03 P/E (TTM): 40.5X Cap: $871.59B
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• Stryker Corporation (SYK $341.24)
  • $341.24 P/E (TTM): 41.24X Cap: $132.46B
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Q: I'm looking for more momentum in the healthcare sector for the next 3-5 years, at least. I am a long term investor. I currently have ABBV and SYK but am thinking about moving on and buying LLY and ISRG as replacements. Are you still bullish on both LLY and ISRG, and do you think that such a switch makes sense in this market? Thank you!

Upvote 3

Read Answer Asked by Lois on July 19, 2024

• Broadcom Inc. (AVGO $396.72)
  • $396.72 P/E (TTM): 79.95X Cap: $1.80T
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• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.83T
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• ASML Holding N.V. (ASML $1,481.77)
  • $1,481.77 P/E (TTM): 66.5X Cap: $585.17B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $375.10)
  • $375.10 P/E (TTM): 52.49X Cap: $1.97T
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Q: I have TER in my portfolio for many yrs and doing very well. I would like to take 1/2 position in an other semi. Could you comment on the four company mentioned above

Upvote 7

Read Answer Asked by ray on July 19, 2024

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $71.03)
  • $71.03 P/E (TTM): 25.68X Cap: $14.42B
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Q: Regarding my question yesterday about a hedged ETF for either Nasdaq or S&P500: You suggested ZSP, but it appears to be not hedged. For a hedged suggestion would you pick XSP-T or another choice please?

Upvote 2

Read Answer Asked by Ron on July 19, 2024

• CrowdStrike Holdings Inc. (CRWD $411.16)
  • $411.16 Cap: $101.06B
  • View CRWD Profile
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Q: Hi, Can you please share your take on the CRWD security upgrade problem today that has impacted global systems. I had no idea CRWD ran so many operations for global customer. Thank you, Michael

Upvote 15

Read Answer Asked by Michael on July 19, 2024

• Eli Lilly and Company (LLY $905.03)
  • $905.03 P/E (TTM): 40.5X Cap: $871.59B
  • View LLY Profile
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Q: Lly has been hit hard last few days presumably as a result of news that a competitor has another weight loss drug in the works. Is the sell off over done in your view? Would you continue to hold? Thanks.

Jason

Upvote 4

Read Answer Asked by Jason on July 19, 2024

• NextEra Energy Inc. (NEE $91.24)
  • $91.24 P/E (TTM): 27.97X Cap: $190.40B
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• Argan Inc. (AGX $606.43)
  • $606.43 P/E (TTM): 61.44X Cap: $8.42B
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• Carpenter Technology Corporation (CRS $428.67)
  • $428.67 P/E (TTM): 51.53X Cap: $21.85B
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• Western Midstream Partners LP Representing Limited Partner Interests (WES $40.41)
  • $40.41 P/E (TTM): 13.78X Cap: $16.17B
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• L3Harris Technologies Inc. (LHX $355.92)
  • $355.92 P/E (TTM): 41.96X Cap: $66.41B
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• Sprott Uranium Miners ETF (URNM $68.89)
  • $68.89 P/E (TTM): 79.71X Cap: $2.32B
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Q: Saw a blurb in Seeking Alpha about these firms as good growth stocks as well as the etf.
Sold my SMCA and have $30K U.S. to invest . I can buy 3 of these, which 3 do you like for 36- 48 months?
Thank you David

Upvote 2

Read Answer Asked by David on July 19, 2024

• Eli Lilly and Company (LLY $905.03)
  • $905.03 P/E (TTM): 40.5X Cap: $871.59B
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• Novo Nordisk A/S (NVO $40.81)
  • $40.81 P/E (TTM): 10.51X Cap: $363.68B
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Q: Can you comment on a current view of NVO and LLY given the sharp recent pullback.Is their moats still valid in GLP drugs?

Upvote 1

Read Answer Asked by Kim on July 19, 2024

• Amazon.com Inc. (AMZN $248.50)
  • $248.50 P/E (TTM): 33.46X Cap: $2.67T
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• Meta Platforms Inc. (META $671.58)
  • $671.58 P/E (TTM): 27.01X Cap: $1.67T
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• Alphabet Inc. (GOOG $334.47)
  • $334.47 P/E (TTM): 29.53X Cap: $4.02T
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• Microsoft Corporation (MSFT $411.22)
  • $411.22 P/E (TTM): 24.04X Cap: $2.91T
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• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.83T
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• Advanced Micro Devices Inc. (AMD $258.12)
  • $258.12 P/E (TTM): 93.14X Cap: $415.85B
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Q: Hi 5i,

Provided the long term business models for these stocks remains intact, and seeing a sale happening now, what would be attractive sales prices for each going into earnings?

Thx

Upvote 7

Read Answer Asked by Christopher on July 19, 2024

• Amazon.com Inc. (AMZN $248.50)
  • $248.50 P/E (TTM): 33.46X Cap: $2.67T
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• Alphabet Inc. (GOOG $334.47)
  • $334.47 P/E (TTM): 29.53X Cap: $4.02T
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• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.83T
  • View NVDA Profile
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Q: Based on today’s price and multiples, how would you rank Amazon vs Google vs Nvidia. I have 6% in Google and Nvidia. I only have a 3% position in Amazon. If it were you’re account, would you trim to add to Amazon or just add to Amazon. 5 year+ timeframe

Upvote 7

Read Answer Asked by Don on July 19, 2024

• Eli Lilly and Company (LLY $905.03)
  • $905.03 P/E (TTM): 40.5X Cap: $871.59B
  • View LLY Profile
  • View Questions on LLY

Q: You recently recommended LLY as a buy at $850/875. Today it is trading at $838. Any sense of why it has been dropping so much lately, and would you recommend a buy at current prices?

Upvote 7

Read Answer Asked by Dennis on July 18, 2024

• Celestica Inc. (CLS $524.80)
  • $524.80 P/E (TTM): 50.9X Cap: $60.93B
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• TerraVest Industries Inc. (TVK $121.86)
  • $121.86 Cap: $2.82B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $219.81)
  • $219.81 P/E (TTM): 39.88X Cap: $2.88B
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• Crocs Inc. (CROX $102.52)
  • $102.52 Cap: $5.08B
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• Celsius Holdings Inc. (CELH $35.28)
  • $35.28 P/E (TTM): 134.64X Cap: $8.86B
  • View CELH Profile
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• Cellebrite DI Ltd. (CLBT $12.51)
  • $12.51 Cap: $2.95B
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Q: If you believe there is a rotation happening in the market from mega caps and the direction of interest rates is lower (speculation US rate cute in september), what are your favorite CDN and US names (2-3 names each) that may outperform in that environment?

Thanks as always,

Dave

Upvote 17

Read Answer Asked by David on July 18, 2024

• Costco Wholesale Corporation (COST $984.75)
  • $984.75 P/E (TTM): 68.16X Cap: $436.88B
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Q: What is the reason for Costco being down?

Upvote 6

Read Answer Asked by Margita Elisabet on July 18, 2024

• Applied Materials Inc. (AMAT $394.26)
  • $394.26 P/E (TTM): 40.5X Cap: $312.88B
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• KLA Corporation (KLAC $1,748.11)
  • $1,748.11 P/E (TTM): 51.49X Cap: $229.13B
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• MKS Inc. (MKSI $269.00)
  • $269.00 P/E (TTM): 62.66X Cap: $18.45B
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Q: I have a small position purchased quite a while ago. Since purchasing it has been up and down, most of time was under water, now it is up about 30%. I am thinking of switching it to a better one with potentially more growth and stable. Could you please provide your comments?

Thanks,

Lin

Upvote 1

Read Answer Asked by Lin on July 18, 2024

• Charles Schwab Corporation (The) (SCHW $100.27)
  • $100.27 P/E (TTM): 20.77X Cap: $170.99B
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• Interactive Brokers Group Inc. (IBKR $79.69)
  • $79.69 P/E (TTM): 33.66X Cap: $34.35B
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Q: What do you think of Schwab now after its stock price haircut?

Earnings weren’t good but they just got a lot of new clients with their latest acquisition.

Upvote 3

Read Answer Asked by David on July 18, 2024