Investment Q&A

• Nextpower Inc. (NXT $100.32)
  • $100.32 P/E (TTM): 25.03X Cap: $14.88B
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Q: I am considering making an investment in this security. Would you recommend purchasing at its current price ? Your overall thoughts on the company and its future potential would be appreciated. Thank You.

Upvote 11

Read Answer Asked by Brian on March 20, 2024

• Super Micro Computer Inc. (SMCI $32.24)
  • $32.24 P/E (TTM): 24.73X Cap: $19.24B
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Q: Good morning,

Can I get your assessment on the new shares issued at $875? Where do you think this stock goes from here, and would you rate it buy, sell or hold? Thanks.

Upvote 8

Read Answer Asked by Bradley on March 20, 2024

• NVIDIA Corporation (NVDA $183.32)
  • $183.32 P/E (TTM): 44.19X Cap: $4.45T
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• DTE Energy Company (DTE $137.07)
  • $137.07 P/E (TTM): 20.35X Cap: $28.16B
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• Edison International (EIX $60.42)
  • $60.42 P/E (TTM): 8.14X Cap: $23.05B
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• Eli Lilly and Company (LLY $1,078.52)
  • $1,078.52 P/E (TTM): 50.8X Cap: $984.41B
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• NextEra Energy Inc. (NEE $83.85)
  • $83.85 P/E (TTM): 26.63X Cap: $173.91B
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• NiSource Inc (NI $43.79)
  • $43.79 P/E (TTM): 23.24X Cap: $20.71B
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• DBA Sempra (SRE $85.98)
  • $85.98 P/E (TTM): 27.13X Cap: $56.11B
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• Vertiv Holdings LLC Class A (VRT $181.47)
  • $181.47 P/E (TTM): 66.11X Cap: $69.38B
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Q: Can you suggest 3 "best" US stocks for growth other than MAG7 ?
3 best US with dividends. thanks

Upvote 21

Read Answer Asked by Fernando on March 20, 2024

Q: Hello. What do you think of JEPQ?

Upvote 2

Read Answer Asked by brent on March 20, 2024

• Datadog Inc. (DDOG $123.46)
  • $123.46 P/E (TTM): 372.61X Cap: $43.29B
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• Snowflake Inc. (SNOW $206.50)
  • $206.50 Cap: $70.66B
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• Applovin Corporation (APP $532.56)
  • $532.56 P/E (TTM): 69.0X Cap: $179.98B
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• UiPath Inc. Class A (PATH $14.20)
  • $14.20 P/E (TTM): 34.14X Cap: $7.59B
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• Confluent Inc. (CFLT $30.50)
  • $30.50 Cap: $10.66B
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Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP

Upvote 5

Read Answer Asked by Kel on March 20, 2024

• International Flavors & Fragrances Inc. (IFF $71.30)
  • $71.30 Cap: $18.14B
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• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $93.81)
  • $93.81 P/E (TTM): 181.0X Cap: $27.29B
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• Alexandria Real Estate Equities Inc. (ARE $58.45)
  • $58.45 Cap: $10.10B
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• Transdigm Group Incorporated (TDG $1,449.98)
  • $1,449.98 P/E (TTM): 45.15X Cap: $81.66B
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• Rivian Automotive Inc. (RIVN $16.47)
  • $16.47 Cap: $20.19B
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Q: what would you you recommend as 5 top shorts?

Upvote 2

Read Answer Asked by Gary on March 20, 2024

• Intuitive Surgical Inc. (ISRG $523.69)
  • $523.69 P/E (TTM): 69.68X Cap: $185.64B
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• Abbott Laboratories (ABT $120.73)
  • $120.73 P/E (TTM): 15.2X Cap: $209.93B
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• Edwards Lifesciences Corporation (EW $85.14)
  • $85.14 P/E (TTM): 36.36X Cap: $48.43B
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• Thermo Fisher Scientific Inc (TMO $636.30)
  • $636.30 P/E (TTM): 35.76X Cap: $239.06B
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• Zoetis Inc. Class A (ZTS $125.08)
  • $125.08 P/E (TTM): 20.98X Cap: $54.31B
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• IDEXX Laboratories Inc. (IDXX $696.46)
  • $696.46 P/E (TTM): 56.73X Cap: $55.61B
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• Globus Medical Inc. Class A (GMED $94.15)
  • $94.15 P/E (TTM): 29.98X Cap: $12.60B
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• Atrion Corporation (ATRI)
  • P/E (TTM): 64.5X
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• InMode Ltd. (INMD $14.12)
  • $14.12 Cap: $961M
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• GE HealthCare Technologies Inc. (GEHC $81.10)
  • $81.10 P/E (TTM): 16.86X Cap: $35.90B
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Q: Please rank these healthcare stocks in terms of long term growth potential (5-10 years or more): EW, ISRG, IDXX, GEHC, ZTS, ABT, TMO, ATRI, GMED, INMD

Upvote 2

Read Answer Asked by Brian on March 20, 2024

• Palo Alto Networks Inc. (PANW $181.47)
  • $181.47 P/E (TTM): 116.49X Cap: $126.48B
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• Zscaler Inc. (ZS $208.66)
  • $208.66 Cap: $33.27B
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• CrowdStrike Holdings Inc. (CRWD $445.88)
  • $445.88 Cap: $112.40B
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• Cloudflare Inc. Class A (NET $169.97)
  • $169.97 Cap: $59.53B
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Q: On the software security front, my opinion is that the general, PANW is slipping a bit and being reigned in by CRWD, NET, ZS. What is your opinion on these, and also S? Could you please rank for growth over the next 5 years?

Upvote 4

Read Answer Asked by Kel on March 19, 2024

• Euronet Worldwide Inc. (EEFT $73.43)
  • $73.43 P/E (TTM): 10.92X Cap: $3.08B
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Q: Your much appreciated analysis please, thanks.

Upvote 1

Read Answer Asked by MG on March 19, 2024

• Varonis Systems Inc. (VRNS $32.90)
  • $32.90 Cap: $3.87B
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Q: is it worth the high multiple?

Upvote 2

Read Answer Asked by Gary on March 19, 2024

• Safehold Inc. (SAFE $14.98)
  • $14.98 P/E (TTM): 9.48X Cap: $1.07B
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Q: I asked this question a couple of years ago and am looking for your updated opinion.

I like the idea behind this business and perhaps it is a very long-term prospect. Or, perhaps it's just not working, as its stock price suggests.

Kevin

Upvote 1

Read Answer Asked by Kevin on March 19, 2024

• Zoetis Inc. Class A (ZTS $125.08)
  • $125.08 P/E (TTM): 20.98X Cap: $54.31B
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Q: Good morning,

Could you please comment on the recent slide in price and whether you would buy at these levels?
Thank you

Upvote 2

Read Answer Asked by Brad on March 19, 2024

Q: Can I have your thoughts on RGTI and quantum computing in general. Thank-you.

Upvote 1

Read Answer Asked by Alex on March 19, 2024

• NuScale Power Corporation Class A (SMR $19.75)
  • $19.75 Cap: $5.97B
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Q: What is going on with SMR Volume 4 times the daily volume Stock is up from 2,00 to $ 8.00 Trades 8,000,000 a day for past 10 days. Is HOOD trading the stock. Any word of what is going on ?

Small Nuclear Reactors is what they build. The world is going Nuclear. RAK

Upvote 4

Read Answer Asked by bob on March 19, 2024

• Advanced Micro Devices Inc. (AMD $249.80)
  • $249.80 P/E (TTM): 115.22X Cap: $377.57B
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Q: In your previous answer March 15, 5i said the P/E ratio is about 52 but it looks like about 365 on my bank platform. Could you clarify pls? Also, what is a good price to buy AMD now pls?

Upvote 3

Read Answer Asked by Ron on March 19, 2024

• Amphenol Corporation (APH $154.60)
  • $154.60 P/E (TTM): 51.46X Cap: $186.46B
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• Crocs Inc. (CROX $85.27)
  • $85.27 P/E (TTM): 27.06X Cap: $4.42B
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• Axon Enterprise Inc. (AXON $610.25)
  • $610.25 P/E (TTM): 196.74X Cap: $48.44B
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• Vertiv Holdings LLC Class A (VRT $181.47)
  • $181.47 P/E (TTM): 66.11X Cap: $69.38B
  • View VRT Profile
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Q: I have some US cash and was looking at APH. There haven't been many questions on it. What do you think? I'm interested in growth. I will also be buying crox, axon and vertiv.

Upvote 6

Read Answer Asked by Andrea on March 19, 2024

• Ecolab Inc. (ECL $279.86)
  • $279.86 P/E (TTM): 39.28X Cap: $79.26B
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• JPMorgan Chase & Co. (JPM $302.04)
  • $302.04 P/E (TTM): 15.47X Cap: $824.13B
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• United Rentals Inc. (URI $940.09)
  • $940.09 P/E (TTM): 23.73X Cap: $57.93B
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• Visa Inc. (V $325.28)
  • $325.28 P/E (TTM): 31.94X Cap: $626.39B
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• Berkshire Hathaway Inc. (BRK.B $483.83)
  • $483.83 P/E (TTM): 15.77X Cap: $1.04T
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Q: Hi, have some American money, need a few suggestions of companies which are relatively safe, potentially with a dividend, but upward trajectory in near future

Upvote 8

Read Answer Asked by Deborah on March 19, 2024

• Bloom Energy Corporation Class A (BE $150.56)
  • $150.56 Cap: $35.60B
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• Linde plc (LIN $439.35)
  • $439.35 P/E (TTM): 29.01X Cap: $205.15B
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Q: Hi All at 5i!!
What are your thoughts about Bloom as a hydrogen play?? Is it profitable yet? Is there another company that might be a better choice to start a position?

Cheers,

Tamara

Upvote 2

Read Answer Asked by Tamara on March 19, 2024

• Ulta Beauty Inc. (ULTA $683.45)
  • $683.45 P/E (TTM): 25.47X Cap: $29.97B
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Q: Thoughts on ULTAs recent quarter?

Upvote 2

Read Answer Asked by David on March 18, 2024

• The Boeing Company (BA $250.07)
  • $250.07 Cap: $190.07B
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Q: Seems like every Airline Issue names Boeing as the problem . With Travel demand ageing fleets and only 2 Airline Companies is there opportunity here ?

Many Thanks

Greg

Upvote 2

Read Answer Asked by Greg on March 18, 2024