Investment Q&A

• Amazon.com Inc. (AMZN $257.91)
  • $257.91 P/E (TTM): 34.85X Cap: $2.74T
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• Meta Platforms Inc. (META $665.59)
  • $665.59 P/E (TTM): 28.47X Cap: $1.71T
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• Dollarama Inc. (DOL $171.85)
  • $171.85 P/E (TTM): 36.21X Cap: $46.53B
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• Intact Financial Corporation (IFC $258.62)
  • $258.62 P/E (TTM): 14.11X Cap: $46.11B
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• Alimentation Couche-Tard Inc. (ATD $78.35)
  • $78.35 P/E (TTM): 19.86X Cap: $72.02B
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• KKR & Co. Inc. (KKR $103.23)
  • $103.23 P/E (TTM): 44.64X Cap: $94.43B
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• EQB Inc. (EQB $121.72)
  • $121.72 P/E (TTM): 20.15X Cap: $4.42B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $267.41)
  • $267.41 P/E (TTM): 41.54X Cap: $3.19B
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• ADF Group Inc. Subordinate Voting Shares (DRX $9.64)
  • $9.64 P/E (TTM): 9.66X Cap: $274M
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• CrowdStrike Holdings Inc. (CRWD $453.35)
  • $453.35 Cap: $118.35B
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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 $180.63)
  • $180.63 P/E (TTM): 32.53X Cap: $539.25B
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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 $33.40)
  • $33.40 P/E (TTM): 130.76X Cap: $8.54B
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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 $273.45)
  • $273.45 P/E (TTM): 33.69X Cap: $3.90T
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• Eli Lilly and Company (LLY $919.01)
  • $919.01 P/E (TTM): 39.35X Cap: $870.63B
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• Novo Nordisk A/S (NVO $38.65)
  • $38.65 P/E (TTM): 10.91X 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 $202.84)
  • $202.84 P/E (TTM): 40.79X Cap: $4.92T
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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 $202.84)
  • $202.84 P/E (TTM): 40.79X Cap: $4.92T
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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 $408.97)
  • $408.97 P/E (TTM): 40.36X Cap: $320.20B
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• Broadcom Inc. (AVGO $427.28)
  • $427.28 P/E (TTM): 78.4X Cap: $2T
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• Micron Technology Inc. (MU $481.81)
  • $481.81 P/E (TTM): 21.22X Cap: $549.74B
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• QUALCOMM Incorporated (QCOM $134.39)
  • $134.39 P/E (TTM): 27.33X Cap: $145.18B
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• NextEra Energy Inc. (NEE $94.60)
  • $94.60 P/E (TTM): 27.45X Cap: $187.67B
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• Constellation Energy Corporation (CEG $291.23)
  • $291.23 P/E (TTM): 37.53X Cap: $89.97B
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• Nextpower Inc. (NXT $125.40)
  • $125.40 P/E (TTM): 27.63X Cap: $17.25B
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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 $427.28)
  • $427.28 P/E (TTM): 78.4X Cap: $2T
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $388.00)
  • $388.00 P/E (TTM): 52.28X Cap: $2T
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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 $176.34)
  • $176.34 P/E (TTM): 38.6X Cap: $130.25B
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• Eli Lilly and Company (LLY $919.01)
  • $919.01 P/E (TTM): 39.35X Cap: $870.63B
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• Thermo Fisher Scientific Inc (TMO $466.56)
  • $466.56 P/E (TTM): 29.57X Cap: $190.93B
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• UnitedHealth Group Incorporated (DE) (UNH $354.09)
  • $354.09 P/E (TTM): 26.15X Cap: $321.07B
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• Novo Nordisk A/S (NVO $38.65)
  • $38.65 P/E (TTM): 10.91X Cap: $363.68B
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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 $201.09)
  • $201.09 P/E (TTM): 86.92X Cap: $354.63B
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• Eli Lilly and Company (LLY $919.01)
  • $919.01 P/E (TTM): 39.35X Cap: $870.63B
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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

• Five Below Inc. (FIVE $241.59)
  • $241.59 P/E (TTM): 36.65X Cap: $13.26B
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Q: I know your not a big fan of averaging down but I bought a half position of this at $138 and now after a bad quarter report do you think it’s worth buying another half position down here in the $-115s for a 1-2 year hold,your thoughts on the company and management and what you think is a good entry point ….Thanks

Upvote 3

Read Answer Asked by Greg on June 12, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $101.00)
  • $101.00 Cap: $5.53B
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Q: I am considering buying HXS but noticed the mer is .11% and the ter is .30% for a total of .41%. This seems huge, especially given other S&P 500 etf's like VFV have a ter of 0. Why is this?

Upvote 6

Read Answer Asked by Brad on June 12, 2024

• Broadcom Inc. (AVGO $427.28)
  • $427.28 P/E (TTM): 78.4X Cap: $2T
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Q: I hold AVGO in my RRIFF. I sold half of my holding when it was trading at 3.5 times my cost base, to reduce my exposure back down to 3% target weight in my overall portfolio. It's now trading at nearly 6 times my cost base and is at 4.6% portfolio weight. If it continues to run I will sell half again when it hits 6%. Is this a sound strategy? At what price would AVGO need to reach before you would say it was approaching bubble territory and I should cash out entirely?

Upvote 6

Read Answer Asked by David on June 12, 2024

• Eli Lilly and Company (LLY $919.01)
  • $919.01 P/E (TTM): 39.35X Cap: $870.63B
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• AbbVie Inc 0.750% Senior Notes 2027 (ABBV.27)
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Q: Hi 5iTeam,

Which one of these two would be your choice and why if you were to choose between the two? Thanks

H

Upvote 6

Read Answer Asked by Harry on June 12, 2024

• Lincoln Electric Holdings Inc. (LECO $264.35)
  • $264.35 P/E (TTM): 27.83X Cap: $14.17B
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Q: Please give me your assessment on this company. How would you rate it?

Upvote 3

Read Answer Asked by Connie on June 12, 2024

• MSCI Inc. (MSCI $590.96)
  • $590.96 P/E (TTM): 38.07X Cap: $44.26B
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• Ferrari N.V. (RACE $357.03)
  • $357.03 Cap: $83.88B
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Q: Hello Team,
Which of these , or both, would you recommend as a long term compounder and why.
Thank You,
Barry

Upvote 7

Read Answer Asked by Barry on June 11, 2024

• Costco Wholesale Corporation (COST $1,010.83)
  • $1,010.83 P/E (TTM): 69.9X Cap: $445.29B
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• Booking Holdings Inc. (BKNG $177.50)
  • $177.50 P/E (TTM): 1.15X Cap: $140.50B
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Q: I am going to sell COST due to the CG tax change. I was going to repurchase it, but you have suggested that it may be overpriced. What other good quality US stock would be an alternative.

Upvote 3

Read Answer Asked by stephen on June 11, 2024

• Apple Inc. (AAPL $273.45)
  • $273.45 P/E (TTM): 33.69X Cap: $3.90T
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• Microsoft Corporation (MSFT $421.13)
  • $421.13 P/E (TTM): 26.53X Cap: $3.21T
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Q: I do not have a position in Microsoft , but I still have what hs become a relatively modest position in AAPL. I don't really want to increase the amount I have in technical stocks nor do I have the cash at this time. So , I am considering selling half my Apple shares and buying Microsoft with the proceeds. This would be in a registered account. Would you consider this advisable at this time ?

Thanks in advance,

Upvote 8

Read Answer Asked by Leonard on June 10, 2024

• Equinix Inc. (EQIX $1,116.67)
  • $1,116.67 P/E (TTM): 79.53X Cap: $108.71B
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• Digital Realty Trust Inc. (DLR $200.97)
  • $200.97 P/E (TTM): 56.22X Cap: $70.23B
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Q: I know these two companies are date center REITs, but do they diverge in any meaningful way in terms of their businesses, or are they essentially the same? Which one would you prefer now as an investment?

Upvote 2

Read Answer Asked by Brendan on June 10, 2024

• Littelfuse Inc. (LFUS $400.28)
  • $400.28 Cap: $9.92B
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Q: Given the tailwinds for this sub-sector, how would you rate LFUS against others in this sub-sector that you like. Could you rank it against comparables - pros and cons and valuation. Would you recomend buying it today?

Upvote 2

Read Answer Asked by sam on June 10, 2024