Investment Q&A

• Vertex Pharmaceuticals Incorporated (VRTX $454.96)
  • $454.96 P/E (TTM): 32.3X Cap: $115.43B
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• Eli Lilly and Company (LLY $1,054.29)
  • $1,054.29 P/E (TTM): 50.27X Cap: $996.70B
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• Novo Nordisk A/S (NVO $48.96)
  • $48.96 P/E (TTM): 14.11X 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 $53.66)
  • $53.66 P/E (TTM): 40.33X Cap: $4.37B
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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 $206.74)
  • $206.74 P/E (TTM): 14.36X Cap: $23.19B
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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 $23.22)
  • $23.22 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 $206.74)
  • $206.74 P/E (TTM): 14.36X Cap: $23.19B
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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 $187.75)
  • $187.75 P/E (TTM): 611.9X Cap: $436.76B
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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 $61.33)
  • $61.33 P/E (TTM): 12.41X Cap: $57.38B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• StoneCo Ltd. (STNE $14.67)
  • $14.67 Cap: $4.15B
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• PagSeguro Digital Ltd. Class A (PAGS $9.71)
  • $9.71 Cap: $3.32B
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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 $224.00)
  • $224.00 P/E (TTM): 36.61X Cap: $42.44B
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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 $5.55)
  • $5.55 Cap: $195M
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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 $624.21)
  • $624.21 P/E (TTM): 27.51X Cap: $759.13B
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• Invesco S&P 500 Equal Weight ETF (RSP $192.29)
  • $192.29 P/E (TTM): 21.96X Cap: $75.34B
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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 $177.72)
  • $177.72 P/E (TTM): 43.43X Cap: $4.31T
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• Eli Lilly and Company (LLY $1,054.29)
  • $1,054.29 P/E (TTM): 50.27X Cap: $996.70B
  • View LLY Profile
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• Novo Nordisk A/S (NVO $48.96)
  • $48.96 P/E (TTM): 14.11X 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 $67.12)
  • $67.12 P/E (TTM): 34.6X Cap: $99.21B
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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 $4.71)
  • $4.71 Cap: $1.71B
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• American Tower Corporation (REIT) (AMT $179.13)
  • $179.13 P/E (TTM): 28.82X Cap: $83.85B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.18)
  • $12.18 P/E (TTM): 28.09X Cap: $3.55B
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• Extra Space Storage Inc (EXR $130.70)
  • $130.70 P/E (TTM): 30.09X Cap: $27.74B
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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 $10.10)
  • $10.10 P/E (TTM): 51.33X Cap: $461M
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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 $1.91)
  • $1.91 Cap: $245M
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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 $177.72)
  • $177.72 P/E (TTM): 43.43X Cap: $4.31T
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• Vertiv Holdings LLC Class A (VRT $160.66)
  • $160.66 P/E (TTM): 60.86X Cap: $61.83B
  • View VRT Profile
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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 $222.56)
  • $222.56 P/E (TTM): 31.95X Cap: $2.37T
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• Intuit Inc. (INTU $669.35)
  • $669.35 P/E (TTM): 46.08X Cap: $186.34B
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• Workday Inc. (WDAY $216.11)
  • $216.11 P/E (TTM): 90.68X Cap: $56.83B
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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 $48.27)
  • $48.27 P/E (TTM): 62.61X Cap: $12.91B
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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

• Flex Ltd. (FLEX $65.01)
  • $65.01 P/E (TTM): 30.14X Cap: $24.04B
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• Nextpower Inc. (NXT $88.00)
  • $88.00 P/E (TTM): 22.53X Cap: $12.93B
  • View NXT Profile
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Q: You recently answered several questions about NXT. This led me to consider FLEX as an investment. What are your thoughts on FLEX? According to the company profile, FLEX pays a 23.169% dividend once a year. Is this correct? Would you still prefer NXT over FLEX? Thank you

Upvote 3

Read Answer Asked by Gervais on March 22, 2024