Investment Q&A

• Vanguard S&P 500 Index ETF (VFV $171.34)
  • $171.34 P/E (TTM): 26.41X Cap: $28.65B
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• Vanguard Information Technology ETF (VGT $758.95)
  • $758.95 P/E (TTM): 37.87X Cap: $112.32B
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Q: I need to raise funds from my NR account, capital gains are the same. I need to raise funds immediately for an expense. Which would you sell between these 2 right now to raise cash? What I don’t sell is for 15+ year LTBH.

Upvote 1

Read Answer Asked by John on May 01, 2024

• Super Micro Computer Inc. (SMCI $32.64)
  • $32.64 P/E (TTM): 25.7X Cap: $19.48B
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Q: Hi. Would you please comment on SMCI's earnings. Thanks

Upvote 9

Read Answer Asked by Bruce on May 01, 2024

• CVS Health Corporation (CVS $78.60)
  • $78.60 P/E (TTM): 214.11X Cap: $99.77B
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Q: Would you add to a small position in a dividend portfolio with this drop?

Upvote 1

Read Answer Asked by Gregory on May 01, 2024

• Booking Holdings Inc. (BKNG $5,115.91)
  • $5,115.91 P/E (TTM): 33.33X Cap: $164.90B
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• Starbucks Corporation (SBUX $92.99)
  • $92.99 P/E (TTM): 57.05X Cap: $105.73B
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• lululemon athletica inc. (LULU $201.87)
  • $201.87 P/E (TTM): 14.05X Cap: $22.64B
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Q: Can you comment on SBUX earnings/outlook? It's getting hammered today - is it worth a look for a patient investor with a long-term (5 years+) horizon? Or are there other consumer discretionary options worth buying at current levels that will provide a greater total return over this timeframe?

Upvote 1

Read Answer Asked by Chris on May 01, 2024

• CECO Environmental Corp. (CECO $67.04)
  • $67.04 P/E (TTM): 47.21X Cap: $2.38B
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Q: Your review on latest earnings report please and thanks

Upvote 1

Read Answer Asked by andre on May 01, 2024

• Amazon.com Inc. (AMZN $239.12)
  • $239.12 P/E (TTM): 33.77X Cap: $2.55T
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• Meta Platforms Inc. (META $620.25)
  • $620.25 P/E (TTM): 27.47X Cap: $1.56T
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• Alphabet Inc. (GOOG $330.34)
  • $330.34 P/E (TTM): 32.61X Cap: $3.98T
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• Microsoft Corporation (MSFT $459.86)
  • $459.86 P/E (TTM): 32.71X Cap: $3.41T
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• NVIDIA Corporation (NVDA $186.23)
  • $186.23 P/E (TTM): 46.21X Cap: $4.52T
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• Oracle Corporation (ORCL $191.09)
  • $191.09 P/E (TTM): 44.23X Cap: $549.02B
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• Constellation Software Inc. (CSU $2,844.99)
  • $2,844.99 P/E (TTM): 65.08X Cap: $60.28B
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• Vitalhub Corp. (VHI $8.45)
  • $8.45 P/E (TTM): 165.69X Cap: $533M
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• Super Micro Computer Inc. (SMCI $32.64)
  • $32.64 P/E (TTM): 25.7X Cap: $19.48B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.91)
  • $65.91 P/E (TTM): 94.74X Cap: $147.99B
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• Lumine Group Inc. (LMN $24.30)
  • $24.30 P/E (TTM): 91.92X Cap: $6.23B
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Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks

Upvote 6

Read Answer Asked by Fernando on May 01, 2024

• Nextpower Inc. (NXT $96.36)
  • $96.36 P/E (TTM): 25.03X Cap: $14.29B
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Q: Hi,
I was looking at NXT on KoyFin and noticed a reported increase in the number of shares from ~42M in Feb. '23 to ~137M in Feb. 2024. Do you know why the share count increased so much and do you think it is affecting the recent decline in the share price. I realize that the market is not that great lately and is a major factor for any stock price right now.
Thank you. Michael

Upvote 2

Read Answer Asked by Michael on May 01, 2024

• Eaton Corporation PLC (ETN $343.75)
  • $343.75 P/E (TTM): 34.38X Cap: $133.51B
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Q: Can I please have your take On Eaton's recently annouced earnings. I own the stock. Would you recommend hanging on? Your comments would be appreciated. Thank You.

Upvote 4

Read Answer Asked by Brian on May 01, 2024

• Trane Technologies plc (TT $389.53)
  • $389.53 P/E (TTM): 29.99X Cap: $86.37B
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Q: Good morning, interested in your take on earnings and Outlook going forward Tia Mike

Upvote 4

Read Answer Asked by michael on May 01, 2024

• Amazon.com Inc. (AMZN $239.12)
  • $239.12 P/E (TTM): 33.77X Cap: $2.55T
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Q: Thoughts on Amazon's quarter?

Upvote 7

Read Answer Asked by Joe on May 01, 2024

• Reliance Inc. (RS $324.03)
  • $324.03 P/E (TTM): 23.48X Cap: $16.94B
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Q: I have a question about Reliance

Upvote 1

Read Answer Asked by George on May 01, 2024

• Lockheed Martin Corporation (LMT $582.43)
  • $582.43 P/E (TTM): 32.43X Cap: $134.77B
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• Raytheon Company (RTN $116.96)
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Q: Just looking for an opinion on this little company. With what we have seen around the world with this type of tech does this company have a chance of being a big player like RTN or LMT which I am sure have offerings in this space.

https://redcat.red/solutions/teal-drones/

Upvote 2

Read Answer Asked by Kolbi on April 30, 2024

• Apple Inc. (AAPL $255.53)
  • $255.53 P/E (TTM): 34.25X Cap: $3.75T
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• Amazon.com Inc. (AMZN $239.12)
  • $239.12 P/E (TTM): 33.77X Cap: $2.55T
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• Meta Platforms Inc. (META $620.25)
  • $620.25 P/E (TTM): 27.47X Cap: $1.56T
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• Alphabet Inc. (GOOGL $330.00)
  • $330.00 P/E (TTM): 32.58X Cap: $3.98T
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• Microsoft Corporation (MSFT $459.86)
  • $459.86 P/E (TTM): 32.71X Cap: $3.41T
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• Netflix Inc. (NFLX $88.00)
  • $88.00 P/E (TTM): 36.76X Cap: $372.88B
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• NVIDIA Corporation (NVDA $186.23)
  • $186.23 P/E (TTM): 46.21X Cap: $4.52T
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• PayPal Holdings Inc. (PYPL $56.89)
  • $56.89 P/E (TTM): 11.45X Cap: $53.22B
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• Wynn Resorts Limited (WYNN $114.33)
  • $114.33 P/E (TTM): 24.8X Cap: $11.88B
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• The Boeing Company (BA $247.68)
  • $247.68 Cap: $188.26B
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• Bank of America Corporation (BAC $52.97)
  • $52.97 P/E (TTM): 14.47X Cap: $386.81B
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• BlackRock Inc. (BLK $1,163.17)
  • $1,163.17 P/E (TTM): 29.9X Cap: $180.46B
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• Carnival Corporation (CCL $28.92)
  • $28.92 P/E (TTM): 14.94X Cap: $39.21B
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• Salesforce Inc. (CRM $227.11)
  • $227.11 P/E (TTM): 30.32X Cap: $212.80B
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• Delta Air Lines Inc. (DAL $70.43)
  • $70.43 P/E (TTM): 9.92X Cap: $45.98B
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• The Walt Disney Company (DIS $111.20)
  • $111.20 P/E (TTM): 16.23X Cap: $198.52B
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• Goldman Sachs Group Inc. (The) (GS $962.00)
  • $962.00 P/E (TTM): 19.54X Cap: $288.53B
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• International Business Machines Corporation (IBM $305.67)
  • $305.67 P/E (TTM): 36.48X Cap: $285.72B
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• JPMorgan Chase & Co. (JPM $312.47)
  • $312.47 P/E (TTM): 15.47X Cap: $850.62B
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• Eli Lilly and Company (LLY $1,038.40)
  • $1,038.40 P/E (TTM): 50.8X Cap: $981.68B
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• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.49X Cap: $484.45B
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• Morgan Stanley (MS $189.09)
  • $189.09 P/E (TTM): 19.37X Cap: $300.52B
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• Pfizer Inc. (PFE $25.65)
  • $25.65 P/E (TTM): 14.91X Cap: $145.83B
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• Royal Caribbean Cruises Ltd. (RCL $276.01)
  • $276.01 P/E (TTM): 18.25X Cap: $75.27B
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• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.19X Cap: $632.21B
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• Wells Fargo & Company (WFC $88.38)
  • $88.38 P/E (TTM): 14.56X Cap: $277.43B
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• Exxon Mobil Corporation (XOM $129.89)
  • $129.89 P/E (TTM): 18.88X Cap: $547.76B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $165.40)
  • $165.40 P/E (TTM): 21.54X Cap: $381.95B
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• Tencent Holdings Ltd. ADR (TCEHY $78.60)
  • $78.60 P/E (TTM): 29.41X Cap: $732.62B
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• Veeva Systems Inc. Class A (VEEV $222.21)
  • $222.21 P/E (TTM): 43.32X Cap: $36.52B
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• The Trade Desk Inc. (TTD $35.48)
  • $35.48 P/E (TTM): 40.78X Cap: $17.15B
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• JD.com Inc. (JD $28.90)
  • $28.90 P/E (TTM): 7.51X Cap: $42B
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• Roku Inc. (ROKU $103.66)
  • $103.66 Cap: $15.31B
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• DocuSign Inc. (DOCU $56.71)
  • $56.71 P/E (TTM): 39.66X Cap: $11.35B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $342.40)
  • $342.40 P/E (TTM): 48.47X Cap: $1.77T
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• Healthpeak Properties (DOC $17.83)
  • $17.83 Cap: $12.39B
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• National Health Investors Inc. (NHI $80.17)
  • $80.17 P/E (TTM): 25.21X Cap: $3.81B
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• Zoom Communications Inc. (ZM $80.96)
  • $80.96 P/E (TTM): 15.75X Cap: $23.97B
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• CrowdStrike Holdings Inc. (CRWD $453.88)
  • $453.88 Cap: $114.42B
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• Unity Software Inc. (U $40.95)
  • $40.95 Cap: $17.52B
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Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Upvote 9

Read Answer Asked by David on April 30, 2024

• Cintas Corporation (CTAS $195.42)
  • $195.42 P/E (TTM): 43.43X Cap: $78.14B
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• Axon Enterprise Inc. (AXON $636.04)
  • $636.04 P/E (TTM): 201.66X Cap: $50.19B
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• Casella Waste Systems Inc. (CWST $106.15)
  • $106.15 P/E (TTM): 442.29X Cap: $6.46B
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• Comfort Systems USA Inc. (FIX $1,119.98)
  • $1,119.98 P/E (TTM): 47.44X Cap: $39.50B
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• Vestis Corporation (VSTS $6.88)
  • $6.88 Cap: $849M
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Q: Can you name another stock that is as boring as this business that can match the return on investment? Do they have any competition?
Thanks Again

Upvote 5

Read Answer Asked by eugene on April 30, 2024

• SoFi Technologies Inc. (SOFI $26.13)
  • $26.13 P/E (TTM): 46.66X Cap: $32.90B
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• Samsara Inc. Class A (IOT $34.89)
  • $34.89 Cap: $19.30B
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Q: Thnx for the excellent service 5i, what are your thoughts on both IOT and Sofi?

Upvote 2

Read Answer Asked by David on April 30, 2024

• SoFi Technologies Inc. (SOFI $26.13)
  • $26.13 P/E (TTM): 46.66X Cap: $32.90B
  • View SOFI Profile
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Q: Please provide comments for Sofi earnings. If owned, would you consider it a hold or sell?

Thanks

Upvote 4

Read Answer Asked by Bob on April 30, 2024

• Autodesk Inc. (ADSK $265.69)
  • $265.69 P/E (TTM): 51.49X Cap: $56.32B
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Q: Your comments please on the company recently disclosing an internal investigation into its own accounting practices and putting off the release of its annual financial report.

Upvote 1

Read Answer Asked by Adam on April 30, 2024

• Bristol-Myers Squibb Company (BMY $55.26)
  • $55.26 P/E (TTM): 18.61X Cap: $112.49B
  • View BMY Profile
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Q: Why it keeps falling?
Would you buy it?

Thanks,
Milan

Upvote 2

Read Answer Asked by Milan on April 30, 2024

• Berkshire Hathaway Inc. (BRK.B $493.29)
  • $493.29 P/E (TTM): 15.77X Cap: $1.06T
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Q: Further to Glen's question regarding Apple making up 50% of BRK's portfolio, is it not 50% of its 'public-market' holdings, but if you included its fully-owned holdings, such as Geico, its Class-A rail holding, along with its vast re-insurance business, that the Apple holding, in and of itself, drops substantially in weighting?

Upvote 4

Read Answer Asked by Warren on April 30, 2024

• Zoetis Inc. Class A (ZTS $124.65)
  • $124.65 P/E (TTM): 20.98X Cap: $54.93B
  • View ZTS Profile
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Q: Hi,
Long time share holder of Zoetis with a current portfolio weight of 2%. With this pull back is it a good opportunity to add? Or do you feel it is still expensive with the risks of medication side effects affecting business?
Thanks,
Kerri

Upvote 2

Read Answer Asked by KERRI on April 30, 2024