Investment Q&A

• Intact Financial Corporation (IFC $284.88)
  • $284.88 P/E (TTM): 23.94X Cap: $51.02B
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• Axon Enterprise Inc. (AXON $533.17)
  • $533.17 P/E (TTM): 167.69X Cap: $42.07B
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• Vertiv Holdings LLC Class A (VRT $172.02)
  • $172.02 P/E (TTM): 63.99X Cap: $65.68B
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• Lumine Group Inc. (LMN $31.01)
  • $31.01 P/E (TTM): 107.66X Cap: $7.56B
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Q: If you had $31,000 in a new US rrsp, what 5 holdings would you buy? What would be a decent price for the holdings?

Upvote 23

Read Answer Asked by Steven on February 15, 2024

• Tesla Inc. (TSLA $426.58)
  • $426.58 P/E (TTM): 279.6X Cap: $1.41T
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• NIO Inc. American depositary shares each representing one Class A (NIO $5.46)
  • $5.46 Cap: $12.26B
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Q: Hello,

Given the recent correction in the EV market and sluggish beginning of 2024, would you consider the current PPS a good entry point?

Upvote 2

Read Answer Asked by Irek on February 15, 2024

• Amazon.com Inc. (AMZN $229.16)
  • $229.16 P/E (TTM): 32.44X Cap: $2.44T
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Q: How would you interpret Jeff Bezos recently offloading almost half of his shares of Amazon?

Upvote 3

Read Answer Asked by Irek on February 15, 2024

• TE Connectivity plc (TEL $224.73)
  • $224.73 P/E (TTM): 36.08X Cap: $66.11B
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Q: Hello Team,
Which of these two would you prefer and why.
Thank You,
Barry

Upvote 3

Read Answer Asked by Barry on February 15, 2024

• Veeva Systems Inc. Class A (VEEV $240.67)
  • $240.67 P/E (TTM): 46.77X Cap: $39.56B
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Q: could you give me your recent thoughts on VEEV please. I own LLY and WELL as well in healthcare but have recently been thinking of replacing VEEV with ISRG. I plan to give WELL more time at least until small caps show more improvement.

Upvote 5

Read Answer Asked by Cheryl on February 14, 2024

Q: I need to trim my holding in CRWD. What are the 3 top tech names outside of the mega caps you would consider as a replacement?
Thanks, Hugh

Upvote 5

Read Answer Asked by Hugh on February 14, 2024

• Intuitive Surgical Inc. (ISRG $574.23)
  • $574.23 P/E (TTM): 76.47X Cap: $205.84B
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• Danaher Corporation (DHR $228.46)
  • $228.46 P/E (TTM): 47.48X Cap: $163.58B
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• Masimo Corporation (MASI $143.96)
  • $143.96 Cap: $7.73B
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• Eli Lilly and Company When Distributed (LLY.WD)
  • P/E (TTM): 40.5X
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Q: I just sold DXCM and am looking for a replacement in the healthcare sector. I've either owned (ISRG, MASI) or watched (DHR) for years, but currently do not own any of these. From my end, they all look like good choices, which would be your preference and why?

If you've got another recommendation, I'm all ears!

Upvote 6

Read Answer Asked by Cameron on February 14, 2024

• Blackrock Enhanced International Dividend Trust (BGY $5.71)
  • $5.71 P/E (TTM): 26.63X Cap: $563M
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• BlackRock Utility Infrastructure & Power Opportunities Trust (BUI $26.34)
  • $26.34 P/E (TTM): 21.31X Cap: $574M
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• JPMorgan Equity Premium Income ETF (JEPI $57.67)
  • $57.67 P/E (TTM): 24.94X Cap: $40.58B
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Q: Hello. can I get your opinion on these. Are they worth buying or can you suggest something else ? Thank you for the great service.

Upvote 1

Read Answer Asked by ric on February 14, 2024

• Tesla Inc. (TSLA $426.58)
  • $426.58 P/E (TTM): 279.6X Cap: $1.41T
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Q: Hi 5i, Tesla is down again today, would you buy it with some fun money looking for a bounce back in the short term (say 6 months)? Would you prefer a long term hold with this company?

Upvote 2

Read Answer Asked by Barbara on February 14, 2024

• BlackRock Inc. (BLK $1,040.06)
  • $1,040.06 P/E (TTM): 26.47X Cap: $161.36B
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• Deere & Company (DE $469.87)
  • $469.87 P/E (TTM): 26.01X Cap: $127.01B
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• Constellation Brands Inc. (STZ $134.89)
  • $134.89 P/E (TTM): 19.13X Cap: $23.60B
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• Thermo Fisher Scientific Inc (TMO $593.25)
  • $593.25 P/E (TTM): 34.53X Cap: $222.88B
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• lululemon athletica inc. (LULU $181.94)
  • $181.94 P/E (TTM): 12.12X Cap: $20.64B
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• ServiceNow Inc. (NOW $802.72)
  • $802.72 P/E (TTM): 99.68X Cap: $166.96B
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• Palo Alto Networks Inc. (PANW $185.35)
  • $185.35 P/E (TTM): 117.89X Cap: $129.18B
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Q: Hi 5i,

The following companies are being released as CDRs tomorrow: BlackRock Inc., Constellation Brands Inc., Deere & Co., Palo Alto Networks Inc., ServiceNow Inc. and Thermo Fisher Scientific Inc.

Please rate them bases on long term componders, shareholder friendly and valuation.

Thx.

Upvote 6

Read Answer Asked by Christopher on February 14, 2024

• Encore Wire Corporation (WIRE)
  • P/E (TTM): 15.22X Cap: $4.57B
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Q: Hi 5i,
May I please have your thoughts on the latest results from Encore Wire?
Would you recommend continuing to hold the stock or move on to something else in the sector? If moving, on any recommendations would be appreciated.
I already own HPS and PWR.
Thanks!!

Upvote 5

Read Answer Asked by Brian on February 14, 2024

• Madrigal Pharmaceuticals Inc. (MDGL $601.03)
  • $601.03 Cap: $13.65B
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Q: What do you think of this company for the next few years
Thank You
Peter

Upvote 1

Read Answer Asked by Peter on February 14, 2024

• InMode Ltd. (INMD $14.06)
  • $14.06 Cap: $977M
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Q: Can you give your comments around INMD's earnings release. Seems they expecting more conservative quarters, rev dropped, but not all bad and close to expected. They now have close to 1/3 of their market cap in cash, yet still no buybacks or plan. I'm wondering if things are starting to look bad here or just a bump in the road and you'd still hold? Thx

Upvote 3

Read Answer Asked by Adam on February 14, 2024

• NVIDIA Corporation (NVDA $180.26)
  • $180.26 P/E (TTM): 50.66X Cap: $4.38T
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• Super Micro Computer Inc. (SMCI $32.83)
  • $32.83 P/E (TTM): 25.57X Cap: $19.59B
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Q: Hi,
I trimmed some of my SMCI last week as the weight was getting too high. Since then it shot up another 25%. Obviously in hindsight I should have waited.
My question is does this stock movement scare you? Why does it keep going up this fast?
Thanks

Upvote 6

Read Answer Asked by Marco on February 14, 2024

• Martin Marietta Materials Inc. (MLM $622.50)
  • $622.50 P/E (TTM): 32.44X Cap: $37.54B
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• Quanta Services Inc. (PWR $460.43)
  • $460.43 P/E (TTM): 66.69X Cap: $68.65B
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• Vulcan Materials Company (Holding Company) (VMC $295.08)
  • $295.08 P/E (TTM): 34.76X Cap: $38.98B
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• Granite Construction Incorporated (GVA $106.55)
  • $106.55 P/E (TTM): 29.17X Cap: $4.65B
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• Eagle Materials Inc (EXP $221.20)
  • $221.20 P/E (TTM): 16.2X Cap: $7.09B
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Q: Interested in a pick in US building materials as a play on infrastructure spend but equities like Martin Marietta, Vulcan Materials, Granite Construction and Quanta seem expensive. However Eagle Materials appears cheaper. Of these 5 are there two you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another building material equity you would prefer more than any of these and if so what would be your reasoning for that pick. Thanks as always.

Upvote 3

Read Answer Asked by Ken on February 14, 2024

• Descartes Systems Group Inc. (The) (DSG $115.54)
  • $115.54 P/E (TTM): 49.04X Cap: $9.93B
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• Advanced Micro Devices Inc. (AMD $214.24)
  • $214.24 P/E (TTM): 102.45X Cap: $335.58B
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• Fortinet Inc. (FTNT $80.55)
  • $80.55 P/E (TTM): 33.28X Cap: $59.90B
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• Palantir Technologies Inc. (PLTR $165.77)
  • $165.77 P/E (TTM): 545.17X Cap: $395.10B
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• UiPath Inc. Class A (PATH $13.59)
  • $13.59 P/E (TTM): 453.67X Cap: $7.21B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.57)
  • $65.57 P/E (TTM): 92.7X Cap: $146.88B
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Q: What would you consider a good entry point for these companies?

Upvote 5

Read Answer Asked by Gordon on February 14, 2024

• Paysign Inc. (PAYS $5.23)
  • $5.23 P/E (TTM): 39.77X Cap: $287M
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Q: Could you shed some light on the class action lawsuit against PAYS that appears to have been settled recently. I have just received a notice from my broker advising investors to check to see if they had purchased shares within the indicated timeframe. Is it even worth submitting a claim? Thanks!

Upvote 2

Read Answer Asked by patricia on February 14, 2024

Q: Your comment on earnings please, I have a small position in it, is it a sell, hold or buy more?
Thank you

Selina

Upvote 2

Read Answer Asked by selina on February 14, 2024

• Applied Materials Inc. (AMAT $249.97)
  • $249.97 P/E (TTM): 28.9X Cap: $199.13B
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• Broadcom Inc. (AVGO $397.57)
  • $397.57 P/E (TTM): 98.22X Cap: $1.87T
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• Fair Isaac Corporation (FICO $1,797.27)
  • $1,797.27 P/E (TTM): 68.17X Cap: $42.39B
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Q: Can you comment on the current attractiveness and outlook of these names? Thank you

Upvote 4

Read Answer Asked by Kim on February 13, 2024

• TerraVest Industries Inc. (TVK $124.80)
  • $124.80 Cap: $2.71B
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• Saia Inc. (SAIA $279.47)
  • $279.47 P/E (TTM): 26.42X Cap: $7.24B
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Q: Hi,
In the Jan31 TVK/SAIA teaser report in the Blog section, what are the 2 blue bar charts (2015-2024) ?

Upvote 1

Read Answer Asked by Denise on February 13, 2024