Investment Q&A

• Super Micro Computer Inc. (SMCI $28.69)
  • $28.69 P/E (TTM): 22.92X Cap: $17.73B
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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 $178.14)
  • $178.14 P/E (TTM): 47.43X Cap: $4.51T
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• DTE Energy Company (DTE $136.13)
  • $136.13 P/E (TTM): 20.18X Cap: $27.60B
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• Edison International (EIX $61.40)
  • $61.40 P/E (TTM): 8.13X Cap: $23.37B
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• Eli Lilly and Company (LLY $1,004.68)
  • $1,004.68 P/E (TTM): 50.74X Cap: $987.10B
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• NextEra Energy Inc. (NEE $88.09)
  • $88.09 P/E (TTM): 27.99X Cap: $179.79B
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• NiSource Inc (NI $44.08)
  • $44.08 P/E (TTM): 23.43X Cap: $21.18B
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• DBA Sempra (SRE $86.53)
  • $86.53 P/E (TTM): 26.69X Cap: $56.27B
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• Vertiv Holdings LLC Class A (VRT $183.65)
  • $183.65 P/E (TTM): 70.26X Cap: $72.64B
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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 $117.81)
  • $117.81 P/E (TTM): 404.12X Cap: $45.25B
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• Snowflake Inc. (SNOW $169.93)
  • $169.93 Cap: $65.25B
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• Applovin Corporation (APP $449.60)
  • $449.60 P/E (TTM): 57.4X Cap: $163.23B
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• UiPath Inc. Class A (PATH $11.86)
  • $11.86 P/E (TTM): 29.98X Cap: $6.70B
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• Confluent Inc. (CFLT $30.45)
  • $30.45 Cap: $10.68B
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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 $70.48)
  • $70.48 Cap: $17.86B
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• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $87.30)
  • $87.30 P/E (TTM): 173.83X Cap: $26.43B
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• Alexandria Real Estate Equities Inc. (ARE $53.85)
  • $53.85 Cap: $9.38B
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• Transdigm Group Incorporated (TDG $1,270.43)
  • $1,270.43 P/E (TTM): 44.5X Cap: $81.03B
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• Rivian Automotive Inc. (RIVN $13.94)
  • $13.94 Cap: $17.70B
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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 $477.58)
  • $477.58 P/E (TTM): 66.61X Cap: $176.08B
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• Abbott Laboratories (ABT $109.03)
  • $109.03 P/E (TTM): 13.71X Cap: $190.24B
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• Edwards Lifesciences Corporation (EW $82.37)
  • $82.37 P/E (TTM): 35.07X Cap: $47.96B
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• Thermo Fisher Scientific Inc (TMO $569.40)
  • $569.40 P/E (TTM): 33.43X Cap: $218.57B
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• Zoetis Inc. Class A (ZTS $122.51)
  • $122.51 P/E (TTM): 21.01X Cap: $55.06B
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• IDEXX Laboratories Inc. (IDXX $637.70)
  • $637.70 P/E (TTM): 53.17X Cap: $51.07B
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• Globus Medical Inc. Class A (GMED $86.92)
  • $86.92 P/E (TTM): 29.25X Cap: $12B
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• Atrion Corporation (ATRI)
  • P/E (TTM): 64.5X
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• InMode Ltd. (INMD $15.75)
  • $15.75 Cap: $1.15B
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• GE HealthCare Technologies Inc. (GEHC $78.40)
  • $78.40 P/E (TTM): 16.28X Cap: $36.49B
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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 $163.98)
  • $163.98 P/E (TTM): 112.01X Cap: $122.26B
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• Zscaler Inc. (ZS $185.40)
  • $185.40 Cap: $31.99B
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• CrowdStrike Holdings Inc. (CRWD $417.32)
  • $417.32 Cap: $110.63B
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• Cloudflare Inc. Class A (NET $166.46)
  • $166.46 Cap: $63.89B
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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 $67.81)
  • $67.81 P/E (TTM): 10.61X Cap: $3.04B
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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 $25.33)
  • $25.33 Cap: $3.44B
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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 $13.99)
  • $13.99 P/E (TTM): 8.99X Cap: $1.01B
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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 $122.51)
  • $122.51 P/E (TTM): 21.01X Cap: $55.06B
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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 $16.46)
  • $16.46 Cap: $4.98B
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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 $237.30)
  • $237.30 P/E (TTM): 116.62X Cap: $400.93B
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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 $144.19)
  • $144.19 P/E (TTM): 48.03X Cap: $177.40B
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• Crocs Inc. (CROX $85.65)
  • $85.65 P/E (TTM): 27.34X Cap: $4.51B
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• Axon Enterprise Inc. (AXON $437.88)
  • $437.88 P/E (TTM): 152.55X Cap: $36.51B
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• Vertiv Holdings LLC Class A (VRT $183.65)
  • $183.65 P/E (TTM): 70.26X Cap: $72.64B
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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 $282.88)
  • $282.88 P/E (TTM): 40.57X Cap: $80.33B
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• JPMorgan Chase & Co. (JPM $309.62)
  • $309.62 P/E (TTM): 15.14X Cap: $838.83B
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• United Rentals Inc. (URI $780.20)
  • $780.20 P/E (TTM): 20.15X Cap: $49.07B
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• Visa Inc. (V $331.38)
  • $331.38 P/E (TTM): 31.55X Cap: $639.64B
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• Berkshire Hathaway Inc. (BRK.B $494.83)
  • $494.83 P/E (TTM): 15.37X 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 $159.78)
  • $159.78 Cap: $36.92B
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• Linde plc (LIN $462.29)
  • $462.29 P/E (TTM): 30.61X Cap: $214.87B
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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 $670.35)
  • $670.35 P/E (TTM): 24.85X Cap: $29.52B
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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 $229.44)
  • $229.44 Cap: $183B
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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

• Amazon.com Inc. (AMZN $235.62)
  • $235.62 P/E (TTM): 33.8X Cap: $2.59T
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• Booking Holdings Inc. (BKNG $4,624.00)
  • $4,624.00 P/E (TTM): 32.58X Cap: $165.10B
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• Alimentation Couche-Tard Inc. (ATD $75.39)
  • $75.39 P/E (TTM): 18.51X Cap: $68.45B
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• Ulta Beauty Inc. (ULTA $670.35)
  • $670.35 P/E (TTM): 24.85X Cap: $29.52B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $113.32)
  • $113.32 P/E (TTM): 44.91X Cap: $13.19B
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• Crocs Inc. (CROX $85.65)
  • $85.65 P/E (TTM): 27.34X Cap: $4.51B
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• Boyd Group Services Inc. (BYD $228.50)
  • $228.50 P/E (TTM): 216.75X Cap: $6.34B
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Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.

Upvote 9

Read Answer Asked by Neil on March 18, 2024