Investment Q&A

• Costco Wholesale Corporation (COST $992.23)
  • $992.23 P/E (TTM): 69.86X Cap: $442.69B
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• Procter & Gamble Company (The) (PG $153.32)
  • $153.32 P/E (TTM): 23.0X Cap: $362.56B
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• Walmart Inc. (WMT $123.49)
  • $123.49 Cap: $997.22B
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• State Street Consumer Staples Select Sector SPDR ETF (XLP)
  • P/E (TTM): 24.94X Cap: $17.08B
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Q: I have held XLP for sometime and thought it may be better to hold a few consumer defensive stocks instead for better overall performance. Also, XLP has a high percentage of tobacco companies that would prefer not to hold.

Would you be able to provide a 2 or 3 suggestions. I would prefer US or international companies.

Thank you

Upvote 3

Read Answer Asked by J Stephen on June 14, 2024

• Academy Sports and Outdoors Inc. (ASO $57.81)
  • $57.81 P/E (TTM): 10.85X Cap: $4.01B
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Q: Hello, looking for some insights into Academy Sports and Outdoors?

Upvote 2

Read Answer Asked by Madhur on June 14, 2024

• Broadcom Inc. (AVGO $341.57)
  • $341.57 P/E (TTM): 72.79X Cap: $1.62T
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Q: With approx 17% of their revenue coming from one customer (Apple), would you consider that too much single customer concentration risk for Broadcom? Thank you

Upvote 2

Read Answer Asked by Nick on June 14, 2024

• Roku Inc. (ROKU $100.74)
  • $100.74 Cap: $14.85B
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Q: Am I correct in thinking it is highly unlikely that ROKU goes to zero? Would you currently consider it a buy, sell or hold? Thanks.

Upvote 1

Read Answer Asked by William on June 14, 2024

• Adobe Inc. (ADBE $273.71)
  • $273.71 P/E (TTM): 16.91X Cap: $112.94B
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• Salesforce Inc. (CRM $194.13)
  • $194.13 P/E (TTM): 25.49X Cap: $179.90B
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• Constellation Software Inc. (CSU $2,700.08)
  • $2,700.08 P/E (TTM): 69.74X Cap: $62.27B
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• Chegg Inc. (CHGG $0.59)
  • $0.59 Cap: $65M
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Q: I recently read an interview with Jensen Huang from back in 2017 where he went on record stating that AI will eat the software industry. It's a bold statement, but it appears many are expecting this thesis to play out. So my question is 2 fold.... do you see the larger upside within Tech on the chips side (picks and shovels) vs software going forward? And, is the acquisition and vertical software integration model with CSU the safer play within the software industry and more immune to declining margins like we recently saw with large enterprise software companies like CRM. Thank you!

Upvote 8

Read Answer Asked by Nick on June 14, 2024

• Adobe Inc. (ADBE $273.71)
  • $273.71 P/E (TTM): 16.91X Cap: $112.94B
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Q: Thoughts on ADBE quarter?

Upvote 3

Read Answer Asked by sean on June 14, 2024

• NextEra Energy Inc. (NEE $91.66)
  • $91.66 P/E (TTM): 27.88X Cap: $190.72B
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• iShares S&P Global Clean Energy Index Fund (ICLN $18.51)
  • $18.51 P/E (TTM): 36.15X Cap: $2.13B
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• Vistra Corp. (VST $159.16)
  • $159.16 P/E (TTM): 75.06X Cap: $55.39B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.96)
  • $55.96 Cap: $8.15B
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• Constellation Energy Corporation (CEG $300.69)
  • $300.69 P/E (TTM): 43.65X Cap: $108.84B
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• TCW ETF TRUST (NETZ)
  • P/E (TTM): 14.15X Cap: $352M
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Q: Hi
I recently learnt about the AI energy consumption issue. What opportunities/threats does this issue pose to investors? Are there specific subsectors or types of companies (within the energy sector) that will benefit from or be hit through the course of the AI story?
Any specific recommendations ETFs or stocks?
Thank you

Upvote 4

Read Answer Asked by Ahmed on June 14, 2024

Q: gthp is listed otcqb u.s.
i know its small but i like the space
would appreciate your opinion
many thanks

Upvote 3

Read Answer Asked by Howard on June 13, 2024

• PepsiCo Inc. (PEP $160.15)
  • $160.15 P/E (TTM): 26.92X Cap: $219.72B
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• Celsius Holdings Inc. (CELH $45.72)
  • $45.72 P/E (TTM): 173.24X Cap: $11.57B
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Q: Hello Peter,

CELH seems to have broken down and has retraced significantly from the highs. Wondering if this is still a hold or should we cut and redeploy to other growth names? Thoughts and comments.

Upvote 4

Read Answer Asked by Franc on June 13, 2024

• Booking Holdings Inc. (BKNG $4,322.42)
  • $4,322.42 P/E (TTM): 26.73X Cap: $138.46B
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• lululemon athletica inc. (LULU $162.79)
  • $162.79 P/E (TTM): 11.81X Cap: $18.67B
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• Crocs Inc. (CROX $80.40)
  • $80.40 Cap: $4.03B
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Q: If you needed to buy a US consumer discretionary stock what 3 choices would you consider for a long term hold today?
Thank you

Upvote 9

Read Answer Asked by Josette on June 13, 2024

• Amazon.com Inc. (AMZN $212.65)
  • $212.65 P/E (TTM): 29.78X Cap: $2.30T
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• Meta Platforms Inc. (META $654.86)
  • $654.86 P/E (TTM): 27.56X Cap: $1.65T
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• Dollarama Inc. (DOL $193.29)
  • $193.29 P/E (TTM): 41.92X Cap: $53.60B
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• Intact Financial Corporation (IFC $250.00)
  • $250.00 P/E (TTM): 13.54X Cap: $45.16B
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• Alimentation Couche-Tard Inc. (ATD $80.80)
  • $80.80 P/E (TTM): 21.66X Cap: $76.19B
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• KKR & Co. Inc. (KKR $87.13)
  • $87.13 P/E (TTM): 38.86X Cap: $80.20B
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• EQB Inc. (EQB $113.13)
  • $113.13 P/E (TTM): 19.85X Cap: $4.31B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $191.67)
  • $191.67 P/E (TTM): 28.0X Cap: $2.27B
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• ADF Group Inc. Subordinate Voting Shares (DRX $9.36)
  • $9.36 P/E (TTM): 9.42X Cap: $267M
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• CrowdStrike Holdings Inc. (CRWD $442.03)
  • $442.03 Cap: $110.65B
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Q: Hi guys,

I have the above in my portfolio at 2.5%, please rank them as to moving them into a FULL position (4%).
thanks
Jim

Upvote 19

Read Answer Asked by jim on June 13, 2024

• Oracle Corporation (ORCL $163.12)
  • $163.12 P/E (TTM): 28.49X Cap: $429.38B
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Q: Hi there what’s your thoughts on all the announcements by O yesterday?

Is it too late to buy or do you see a good run up in the coming few years?

Thanks!

Upvote 2

Read Answer Asked by Robert on June 13, 2024

• Celsius Holdings Inc. (CELH $45.72)
  • $45.72 P/E (TTM): 173.24X Cap: $11.57B
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Q: CELH continues to decline. I added once on the way down. Would it be worth while to add one more time to get too a full position?

Upvote 7

Read Answer Asked by sean on June 13, 2024

• Apple Inc. (AAPL $260.81)
  • $260.81 P/E (TTM): 32.9X Cap: $3.82T
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• Eli Lilly and Company (LLY $999.84)
  • $999.84 P/E (TTM): 43.94X Cap: $946.09B
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• Novo Nordisk A/S (NVO $38.83)
  • $38.83 P/E (TTM): 10.87X Cap: $363.68B
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Q: Just sold some Apple stock for two reasons. One, because the position was too large and two my potion in high tech stocks is also too high.
Need to redeploy the funds to healthcare I’m thinking of NVO or LLY.
What would you recommend and an entry point as well as the reason for the choice.

Thanks to the 5i team

Joe

Upvote 16

Read Answer Asked by Joe on June 13, 2024

• NVIDIA Corporation (NVDA $186.03)
  • $186.03 P/E (TTM): 37.28X Cap: $4.48T
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Q: Hi Peter, now that the split is done, what would be a good entry point for NVDA. Thanks

Upvote 6

Read Answer Asked by Nick on June 13, 2024

• NVIDIA Corporation (NVDA $186.03)
  • $186.03 P/E (TTM): 37.28X Cap: $4.48T
  • View NVDA Profile
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Q: With the sweet run Nvidia has had, it is getting to be a pretty major chunk of my portfolio and I need to start trimming soon.

With the current momentum and the increased appeal to retail investors after the split, any thoughts on when to trim / when this run will start to ease off?

Thanks,

Jim

Upvote 27

Read Answer Asked by Jim on June 13, 2024

• Applied Materials Inc. (AMAT $351.07)
  • $351.07 P/E (TTM): 34.69X Cap: $274.49B
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• Broadcom Inc. (AVGO $341.57)
  • $341.57 P/E (TTM): 72.79X Cap: $1.62T
  • View AVGO Profile
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• Micron Technology Inc. (MU $418.69)
  • $418.69 P/E (TTM): 37.01X Cap: $2.26T
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• QUALCOMM Incorporated (QCOM $134.12)
  • $134.12 P/E (TTM): 27.84X Cap: $144.25B
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• NextEra Energy Inc. (NEE $91.66)
  • $91.66 P/E (TTM): 27.88X Cap: $190.72B
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• Constellation Energy Corporation (CEG $300.69)
  • $300.69 P/E (TTM): 43.65X Cap: $108.84B
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• Nextpower Inc. (NXT $116.69)
  • $116.69 P/E (TTM): 27.65X Cap: $17.32B
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Q: Would you please please order the tech stocks in order of preference for long term hold with a brief explanation of each.
Would you consider CEG comparable to NEE?

Upvote 12

Read Answer Asked by Catherine on June 13, 2024

• Broadcom Inc. (AVGO $341.57)
  • $341.57 P/E (TTM): 72.79X Cap: $1.62T
  • View AVGO Profile
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $354.56)
  • $354.56 P/E (TTM): 48.97X Cap: $1.83T
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Q: Thinking of investing in chips. TSM or AVGO. Pros or Cons. Or is there something better? Your view would be appreciated.

Upvote 9

Read Answer Asked by John on June 12, 2024

• Danaher Corporation (DHR $195.06)
  • $195.06 P/E (TTM): 19.68X Cap: $138.04B
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• Eli Lilly and Company (LLY $999.84)
  • $999.84 P/E (TTM): 43.94X Cap: $946.09B
  • View LLY Profile
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• Thermo Fisher Scientific Inc (TMO $495.72)
  • $495.72 P/E (TTM): 28.75X Cap: $185.77B
  • View TMO Profile
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• UnitedHealth Group Incorporated (DE) (UNH $285.25)
  • $285.25 P/E (TTM): 21.55X Cap: $256.27B
  • View UNH Profile
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• Novo Nordisk A/S (NVO $38.83)
  • $38.83 P/E (TTM): 10.87X Cap: $363.68B
  • View NVO Profile
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Q: I am interested to invest in the US health sector. Could you please suggest the best pharmaceutical companies in the market or companies related to the health sector? Thank you.

Upvote 7

Read Answer Asked by Esther on June 12, 2024

• AbbVie Inc. (ABBV $227.68)
  • $227.68 P/E (TTM): 96.38X Cap: $401.39B
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• Eli Lilly and Company (LLY $999.84)
  • $999.84 P/E (TTM): 43.94X Cap: $946.09B
  • View LLY Profile
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Q: I have both of the above and have gains in both. Are the prospects for LLY superior to ABBV? I've held ABBV for several years but am wondering if it's time to say good bye. Please explain.
Thanks

al

Upvote 2

Read Answer Asked by alex on June 12, 2024