Investment Q&A

• Aritzia Inc. Subordinate Voting Shares (ATZ $75.31)
  • $75.31 Fwd P/E: 37.18X Cap: $8.48B
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• Crocs Inc. (CROX $105.18)
  • $105.18 Fwd P/E: 6.53X Cap: $5.97B
  • View CROX Profile
  • View Questions on CROX

Q: Hello 5i
I have been thinking about selling Crox for a tax loss and buying Atz with the proceeds, as Crox won't likely go anywhere soon, whereas Atz might. But, I noticed in the answer to one of the questions that you don't seem to be too warm towards Adz. Do you think it is a wait and see stock, or would this be a reasonable approachÉ

thanks

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Read Answer Asked by joseph on November 03, 2023

• Arhaus Inc. (ARHS $8.47)
  • $8.47 Fwd P/E: 20.61X Cap: $1.29B
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Q: Any insight as to why it down 5% today when the S&P is up almost 2%?

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Read Answer Asked by Andre on November 02, 2023

• Crocs Inc. (CROX $105.18)
  • $105.18 Fwd P/E: 6.53X Cap: $5.97B
  • View CROX Profile
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Q: Do you still consider Crocs a strong buy for growth, or has it entered "wait and see" territory with the new cut in outlook? Thanks

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Read Answer Asked by Martin on November 02, 2023

• SolarEdge Technologies Inc. (SEDG $26.62)
  • $26.62 Cap: $1.49B
  • View SEDG Profile
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Q: How do you feel about SEDG today? Hold/sell/buy? I thought that solar was a big part of our future. What happened to SolarEdge Technologies?

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Read Answer Asked by Steve on November 02, 2023

• Crocs Inc. (CROX $105.18)
  • $105.18 Fwd P/E: 6.53X Cap: $5.97B
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Q: It keeps falling. Is there any news.

Thanks,
Milan

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Read Answer Asked by Milan on November 02, 2023

• Super Micro Computer Inc. (SMCI $51.77)
  • $51.77 Fwd P/E: 29.06X Cap: $31.48B
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Q: Please comment on the latest Q
It appears the market is not impressed

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Read Answer Asked by JR on November 02, 2023

• Apple Inc. (AAPL $211.18)
  • $211.18 Fwd P/E: 32.71X Cap: $3.13T
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• The Walt Disney Company (DIS $121.42)
  • $121.42 Fwd P/E: 24.94X Cap: $219.70B
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Q: Thoughts on Disney and Apple? Would you be a here at these prices?

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Read Answer Asked by sean on November 02, 2023

• Opendoor Technologies Inc (OPEN $2.25)
  • $2.25 Cap: $1.20B
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Q: Do you think this company has enough cash to survive? Do they have much debt and can they service it? Thanks.

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Read Answer Asked by Michael on November 02, 2023

• Extreme Networks Inc. (EXTR $17.52)
  • $17.52 Cap: $2.23B
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Q: What is the market did not like for the last quarter? Down 13% yesterday, down 40% in 3 months…

Thanks

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Read Answer Asked by Ray on November 02, 2023

• Advanced Micro Devices Inc. (AMD $156.99)
  • $156.99 Fwd P/E: 117.09X Cap: $260.08B
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Q: Prospects for this co?

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Read Answer Asked by Mike on November 02, 2023

• Estee Lauder Companies Inc. (The) (EL $87.21)
  • $87.21 Cap: $31.14B
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• Zoetis Inc. Class A (ZTS $148.60)
  • $148.60 Fwd P/E: 26.94X Cap: $66.79B
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• Invesco Solar ETF (TAN $37.99)
  • $37.99 Fwd P/E: 21.08X Cap: $674M
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Q: Wondering if these companies are Buy, Sell or Hold and why.
Thank you!

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Read Answer Asked by Neil on November 02, 2023

• Mettler-Toledo International Inc. (MTD $1,194.85)
  • $1,194.85 Fwd P/E: 30.1X Cap: $24.83B
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Q: This stock can't seem to find a floor. Would you still consider it a buy (and at what price?)

TIA!

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Read Answer Asked by Wayne on November 02, 2023

• Salesforce Inc. (CRM $262.38)
  • $262.38 Fwd P/E: 40.67X Cap: $248.44B
  • View CRM Profile
  • View Questions on CRM

Q: Hi , between CRM -ARM if you had to buy one which one would it be? And why?
Thanks. Alnoor

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Read Answer Asked by Alnoor on November 02, 2023

• Morgan Stanley (MS $140.83)
  • $140.83 Fwd P/E: 16.52X Cap: $226.04B
  • View MS Profile
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Q: US banks have not well lately.
Looking to take a position in Morgan Stanley. Can you give me your short and long price range for this stock
Thanks Al

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Read Answer Asked by Al on November 02, 2023

• Berkshire Hathaway Inc. (BRK.B $473.80)
  • $473.80 Fwd P/E: 12.62X Cap: $1.02T
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Q: BRK.B is off its one year high by ~10%. According to RBC DIRECT INVESTING the PE seems to be attractively low at 8.6 x. AND of lots of cash on hand.

This appears to be a bargain at this point in time. I already own it in 2 funds.

Do you agree on the timing of adding more given the current metrics.

Thanks.

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Read Answer Asked by Donald on November 02, 2023

• Veralto Corp (VLTO $103.34)
  • $103.34 Fwd P/E: 29.42X Cap: $25.52B
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Q: What do you think is a good price to top up an existing (underwater) position?

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Read Answer Asked by Wayne on November 02, 2023

• Freeport-McMoRan Inc. (FCX $44.80)
  • $44.80 Fwd P/E: 36.44X Cap: $63.85B
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Q: What’s with Freeport?

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Read Answer Asked by Gregory on November 01, 2023

• NET Power Inc. Class A (NPWR $2.79)
  • $2.79 Cap: $725M
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Q: Can I get your thoughts on this company please.

Thanks

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Read Answer Asked by Scott on November 01, 2023

• Adobe Inc. (ADBE $365.79)
  • $365.79 Fwd P/E: 23.51X Cap: $155.44B
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• Autodesk Inc. (ADSK $297.03)
  • $297.03 Fwd P/E: 62.56X Cap: $62.52B
  • View ADSK Profile
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• Intuit Inc. (INTU $752.63)
  • $752.63 Fwd P/E: 61.41X Cap: $210.70B
  • View INTU Profile
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• Microsoft Corporation (MSFT $510.05)
  • $510.05 Fwd P/E: 39.57X Cap: $3.80T
  • View MSFT Profile
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• Salesforce Inc. (CRM $262.38)
  • $262.38 Fwd P/E: 40.67X Cap: $248.44B
  • View CRM Profile
  • View Questions on CRM
• Oracle Corporation (ORCL $245.45)
  • $245.45 Fwd P/E: 57.32X Cap: $698.69B
  • View ORCL Profile
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• ServiceNow Inc. (NOW $963.40)
  • $963.40 Fwd P/E: 130.14X Cap: $198.54B
  • View NOW Profile
  • View Questions on NOW

Q: Dear Peter et al:

Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.

What would be your choice? If not these three do you have any other favourites? Many thanks.

Mano

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Read Answer Asked by Savalai on November 01, 2023

• First Solar Inc. (FSLR $175.85)
  • $175.85 Fwd P/E: 14.76X Cap: $18.61B
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Q: Hi 5i,

Can you comment on the latest Q results and the market reaction? I thought things looked okay, but market did not?

TIA

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Read Answer Asked by Wayne on November 01, 2023