Investment Q&A

• Aon plc Class A (Ireland) (AON $325.66)
  • $325.66 P/E (TTM): 19.13X Cap: $70B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.24)
  • $164.24 P/E (TTM): 126.99X Cap: $209.49B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $191.67)
  • $191.67 P/E (TTM): 29.24X Cap: $2.35B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $112.12)
  • $112.12 Cap: $12.20B
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• Uber Technologies Inc. (UBER $74.57)
  • $74.57 P/E (TTM): 15.62X Cap: $152.07B
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• Palantir Technologies Inc. (PLTR $157.13)
  • $157.13 P/E (TTM): 239.17X Cap: $360.22B
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• Airbnb Inc. (ABNB $131.87)
  • $131.87 P/E (TTM): 31.89X Cap: $78.23B
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• Duolingo Inc. (DUOL $99.80)
  • $99.80 P/E (TTM): 11.55X Cap: $4.67B
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Q: In regards to some of the companies that have gotten whacked after releasing their numbers (like Uber, Shopify, Hammand ect), what are a couple names that you think look the most likely to dust themselves off and move higher from here? Thanks

Upvote 18

Read Answer Asked by Martin on May 14, 2024

• International Business Machines Corporation (IBM $246.62)
  • $246.62 P/E (TTM): 21.68X Cap: $226.78B
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• Kyndryl Holdings Inc. (KD $12.56)
  • $12.56 P/E (TTM): 11.63X Cap: $2.75B
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Q: Hello 5i: I ask about the recent run up for Kyndryl Holdings. Is it a buy? Thank you Barbara

Upvote 3

Read Answer Asked by Barbara on May 13, 2024

• Nextpower Inc. (NXT $114.72)
  • $114.72 P/E (TTM): 29.26X Cap: $16.98B
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Q: Hi, Thank you for sharing your opinion on this Co, in the last response. The stock seems to be really cheap at 13X earnings. The stock took off nicely after last strong earnings and traded in $56-58 level ( from $46 pre earnings), but lost steam within a few weeks and now is trading even below that. I am curious as to what transpired causing the stock to shoot up 25% and then drop back quickly.

Everything seems to be there to love the stock at current levels and future growth !! What am I missing ?

Also, could you please share the street expectations for May 14 earnings.

Thank You

Upvote 4

Read Answer Asked by rajeev on May 13, 2024

• GigaCloud Technology Inc (GCT $42.41)
  • $42.41 P/E (TTM): 11.14X Cap: $1.57B
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Q: There is a 18.92% short position currently. Is this a concern as far as starting a position. I want to buy but feel hesitant with that number.

Upvote 3

Read Answer Asked by Steve on May 13, 2024

• Aspen Aerogels Inc. (ASPN $3.16)
  • $3.16 Cap: $253M
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Q: Any updates on Aspen? Good entry point?

Upvote 2

Read Answer Asked by Gary on May 13, 2024

• CVS Health Corporation (CVS $70.84)
  • $70.84 P/E (TTM): 51.8X Cap: $90.93B
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Q: Thinking of taking a position. Seems oversold for a quality company. What are your thoughts for short and long term buys?

Upvote 2

Read Answer Asked by Bernie on May 13, 2024

• Booking Holdings Inc. (BKNG $4,394.45)
  • $4,394.45 P/E (TTM): 26.03X Cap: $136.95B
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• JPMorgan Chase & Co. (JPM $290.94)
  • $290.94 P/E (TTM): 14.32X Cap: $772.86B
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• Eli Lilly and Company (LLY $918.00)
  • $918.00 P/E (TTM): 39.51X Cap: $856.66B
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• Berkshire Hathaway Inc. (BRK.B $480.07)
  • $480.07 P/E (TTM): 15.52X Cap: $1.03T
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• Jacobs Solutions Inc. (J $129.86)
  • $129.86 P/E (TTM): 34.81X Cap: $15.08B
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• Trane Technologies plc (TT $423.73)
  • $423.73 P/E (TTM): 31.61X Cap: $90.82B
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• RTX Corporation (RTX $197.64)
  • $197.64 P/E (TTM): 39.95X Cap: $266.71B
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• TransMedics Group Inc. (TMDX $115.43)
  • $115.43 P/E (TTM): 23.48X Cap: $3.90B
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Q: I am seeking a few ideas to deploy US dollars in both RRSP and TFSA for a balance hold approach, and dont need tech. Thank you

Upvote 12

Read Answer Asked by Steven on May 13, 2024

• Alphabet Inc. (GOOG $298.71)
  • $298.71 P/E (TTM): 27.64X Cap: $3.64T
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• Intuitive Surgical Inc. (ISRG $482.09)
  • $482.09 P/E (TTM): 60.73X Cap: $169.74B
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• Microsoft Corporation (MSFT $382.99)
  • $382.99 P/E (TTM): 23.88X Cap: $2.83T
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• NVIDIA Corporation (NVDA $175.55)
  • $175.55 P/E (TTM): 35.24X Cap: $4.19T
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• Eli Lilly and Company (LLY $918.00)
  • $918.00 P/E (TTM): 39.51X Cap: $856.66B
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• Aspen Aerogels Inc. (ASPN $3.16)
  • $3.16 Cap: $253M
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Q: hi 5i! 7K US to invest in an rrsp - top 3 options? 10 year time frame.... thank u.

Upvote 15

Read Answer Asked by Judith on May 13, 2024

• Blackstone Mortgage Trust Inc. (BXMT $18.72)
  • $18.72 P/E (TTM): 28.12X Cap: $3.07B
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• Annaly Capital Management Inc. (NLY $21.35)
  • $21.35 P/E (TTM): 7.51X Cap: $14.93B
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• AGNC Investment Corp. (AGNC $10.02)
  • $10.02 P/E (TTM): 7.01X Cap: $10.81B
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• Orchid Island Capital Inc. (ORC $6.91)
  • $6.91 P/E (TTM): 5.5X Cap: $1.30B
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Q: Hello 5i Team

Are US "mortgage reits" similar to Canadian Mortgage Investment Corporations?

Could you please provide a few ideas of US mortgage reits for me to research?

These would be held in an US$ RRSP, to minimize any tax considerations.

Would the distributions be similar to US corporate dividends and not US MLP distributions (K-1 tax form) which are problematic to hold in RRSP accounts?

Thank you

Upvote 2

Read Answer Asked by Stephen on May 10, 2024

• Construction Partners Inc. (ROAD $111.55)
  • $111.55 P/E (TTM): 47.91X Cap: $5.92B
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• MYR Group Inc. (MYRG $274.06)
  • $274.06 P/E (TTM): 34.49X Cap: $4.14B
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• Sterling Infrastructure Inc. (STRL $424.61)
  • $424.61 P/E (TTM): 42.86X Cap: $12.30B
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Q: Hi 5i,

Could you please provide commentary on the recent quarterly results from Sterling Infrastructure (STRL)?

Would you consider it a buy/sell/hold at its current price for a long term hold?

What other companies are comparable to it and would you recommend them over Sterling?

Thank you!!

Upvote 2

Read Answer Asked by Brian on May 10, 2024

• NVIDIA Corporation (NVDA $175.55)
  • $175.55 P/E (TTM): 35.24X Cap: $4.19T
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Q: Hi Team,
This earnings season has seen many growth stocks , especially tech; get absolutely smashed for not exceeding expectations. This being said, would it be wise to sell some Nvda before earnings as I am overweight? I am wondering if this will be any other name that drops 20% because it didn’t beat analysts estimates quite enough ? Or do I just ride the wave being my investment time frame is 10yrs plus?

Thoughts ?

Upvote 10

Read Answer Asked by Shane on May 10, 2024

• EPAM Systems Inc. (EPAM $136.54)
  • $136.54 P/E (TTM): 20.45X Cap: $7.44B
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Q: Can you please comment on earnings and whether this is a buy, hold or sell. Thank you!

Upvote 1

Read Answer Asked by Neil on May 10, 2024

• Amazon.com Inc. (AMZN $211.14)
  • $211.14 P/E (TTM): 28.64X Cap: $2.20T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.24)
  • $164.24 P/E (TTM): 126.99X Cap: $209.49B
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• Affirm Holdings Inc. (AFRM $45.29)
  • $45.29 P/E (TTM): 52.78X Cap: $14.59B
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Q: Hello
Could you comment on Affirm Holdings?
Thank you
Stephane

Upvote 3

Read Answer Asked by Stephane on May 10, 2024

• Duolingo Inc. (DUOL $99.80)
  • $99.80 P/E (TTM): 11.55X Cap: $4.67B
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Q: Hi, can we get an update on DUOL earnings and your feelings going forward?

thx, Mark

Upvote 2

Read Answer Asked by Mark on May 10, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $93.29)
  • $93.29 Cap: $5.53B
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• Vanguard S&P 500 Index ETF (VFV $160.59)
  • $160.59 P/E (TTM): 26.01X Cap: $27.20B
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Q: Do you prefer HXS or VFV for a FHSA with a timeline of 3-5 years? and what would be your reasoning?

Upvote 4

Read Answer Asked by Kaycee on May 10, 2024

• lululemon athletica inc. (LULU $163.74)
  • $163.74 P/E (TTM): 11.33X Cap: $17.98B
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Q: Thanks for your answer the other day on this stock. I was hoping you may comment on the recent announced investigation by the competition bureaus or in your opinion is that kind of just noise that is already reflected in the share price? What could the result be and potential downside if the allegations prove to be true?

Upvote 2

Read Answer Asked by Steven on May 10, 2024

• Airbnb Inc. (ABNB $131.87)
  • $131.87 P/E (TTM): 31.89X Cap: $78.23B
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Q: Please comment on ABNB earnings. Thank you.

Upvote 2

Read Answer Asked by Sandra on May 10, 2024

• Medicenna Therapeutics Corp. (MDNA $0.68)
  • $0.68 Cap: $62M
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• Sweetgreen Inc. Class A (SG $5.40)
  • $5.40 Cap: $674M
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Q: Hello 5i
Could I have your assessment of SG and MDNA please.
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on May 10, 2024

• Monster Beverage Corporation (MNST $73.93)
  • $73.93 P/E (TTM): 37.98X Cap: $72.08B
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• PepsiCo Inc. (PEP $150.19)
  • $150.19 P/E (TTM): 25.01X Cap: $205.05B
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• Celsius Holdings Inc. (CELH $40.26)
  • $40.26 P/E (TTM): 166.04X Cap: $10.66B
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Q: CELH vs MNST:
If I wish to invest in only one of them, what would be your choice and please explain the reasons for your choice.
Antony

Upvote 9

Read Answer Asked by ANTONY on May 10, 2024

• Arm Holdings plc (ARM $134.14)
  • $134.14 P/E (TTM): 176.47X Cap: $140.19B
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Q: Hi 5i
How were Arms earning and how do you view them going forward.....Would you be interested in them at current price going forward.... Why the continued drop? Fear of nvda earnings maybe?

Currently have small position, interested in average down for at least 2 years hold...
Thx

Upvote 2

Read Answer Asked by jim on May 09, 2024