Investment Q&A

• Vanguard S&P 500 Index ETF (VFV $160.99)
  • $160.99 P/E (TTM): 26.01X Cap: $27.77B
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• Vanguard Information Technology ETF (VGT $697.72)
  • $697.72 P/E (TTM): 36.76X Cap: $112.09B
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Q: I need to raise funds from my NR account, capital gains are the same. I need to raise funds immediately for an expense. Which would you sell between these 2 right now to raise cash? What I don’t sell is for 15+ year LTBH.

Upvote 1

Read Answer Asked by John on May 01, 2024

• Super Micro Computer Inc. (SMCI $22.77)
  • $22.77 P/E (TTM): 15.49X Cap: $13.63B
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Q: Hi. Would you please comment on SMCI's earnings. Thanks

Upvote 9

Read Answer Asked by Bruce on May 01, 2024

• CVS Health Corporation (CVS $71.82)
  • $71.82 P/E (TTM): 51.66X Cap: $89.23B
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Q: Would you add to a small position in a dividend portfolio with this drop?

Upvote 1

Read Answer Asked by Gregory on May 01, 2024

• Booking Holdings Inc. (BKNG $4,210.32)
  • $4,210.32 P/E (TTM): 26.46X Cap: $130.41B
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• Starbucks Corporation (SBUX $89.59)
  • $89.59 P/E (TTM): 78.19X Cap: $102.06B
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• lululemon athletica inc. (LULU $153.10)
  • $153.10 P/E (TTM): 11.44X Cap: $16.91B
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Q: Can you comment on SBUX earnings/outlook? It's getting hammered today - is it worth a look for a patient investor with a long-term (5 years+) horizon? Or are there other consumer discretionary options worth buying at current levels that will provide a greater total return over this timeframe?

Upvote 1

Read Answer Asked by Chris on May 01, 2024

• CECO Environmental Corp. (CECO $59.58)
  • $59.58 P/E (TTM): 42.95X Cap: $2.12B
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Q: Your review on latest earnings report please and thanks

Upvote 1

Read Answer Asked by andre on May 01, 2024

• Amazon.com Inc. (AMZN $208.27)
  • $208.27 P/E (TTM): 29.31X Cap: $2.15T
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• Meta Platforms Inc. (META $572.13)
  • $572.13 P/E (TTM): 25.72X Cap: $1.35T
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• Alphabet Inc. (GOOG $286.86)
  • $286.86 P/E (TTM): 27.66X Cap: $3.30T
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• Microsoft Corporation (MSFT $370.17)
  • $370.17 P/E (TTM): 23.95X Cap: $2.66T
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• NVIDIA Corporation (NVDA $174.40)
  • $174.40 P/E (TTM): 35.84X Cap: $4.01T
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• Oracle Corporation (ORCL $147.11)
  • $147.11 P/E (TTM): 29.01X Cap: $399.19B
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• Constellation Software Inc. (CSU $2,441.99)
  • $2,441.99 P/E (TTM): 72.48X Cap: $51.74B
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• Vitalhub Corp. (VHI $6.98)
  • $6.98 P/E (TTM): 137.25X Cap: $441M
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• Super Micro Computer Inc. (SMCI $22.77)
  • $22.77 P/E (TTM): 15.49X Cap: $13.63B
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.37)
  • $56.37 P/E (TTM): 79.62X Cap: $126.10B
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• Lumine Group Inc. (LMN $22.16)
  • $22.16 P/E (TTM): 90.16X Cap: $5.68B
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Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks

Upvote 6

Read Answer Asked by Fernando on May 01, 2024

• Nextpower Inc. (NXT $120.55)
  • $120.55 P/E (TTM): 29.9X Cap: $17.89B
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Q: Hi,
I was looking at NXT on KoyFin and noticed a reported increase in the number of shares from ~42M in Feb. '23 to ~137M in Feb. 2024. Do you know why the share count increased so much and do you think it is affecting the recent decline in the share price. I realize that the market is not that great lately and is a major factor for any stock price right now.
Thank you. Michael

Upvote 2

Read Answer Asked by Michael on May 01, 2024

• Eaton Corporation PLC (ETN $357.67)
  • $357.67 P/E (TTM): 34.42X Cap: $133.28B
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Q: Can I please have your take On Eaton's recently annouced earnings. I own the stock. Would you recommend hanging on? Your comments would be appreciated. Thank You.

Upvote 4

Read Answer Asked by Brian on May 01, 2024

• Trane Technologies plc (TT $416.74)
  • $416.74 P/E (TTM): 32.74X Cap: $89.40B
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Q: Good morning, interested in your take on earnings and Outlook going forward Tia Mike

Upvote 4

Read Answer Asked by michael on May 01, 2024

• Amazon.com Inc. (AMZN $208.27)
  • $208.27 P/E (TTM): 29.31X Cap: $2.15T
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Q: Thoughts on Amazon's quarter?

Upvote 7

Read Answer Asked by Joe on May 01, 2024

• Reliance Inc. (RS $303.92)
  • $303.92 P/E (TTM): 21.51X Cap: $15.72B
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Q: I have a question about Reliance

Upvote 1

Read Answer Asked by George on May 01, 2024

• Lockheed Martin Corporation (LMT $604.39)
  • $604.39 P/E (TTM): 28.68X Cap: $137.94B
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• Raytheon Company (RTN $116.96)
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Q: Just looking for an opinion on this little company. With what we have seen around the world with this type of tech does this company have a chance of being a big player like RTN or LMT which I am sure have offerings in this space.

https://redcat.red/solutions/teal-drones/

Upvote 2

Read Answer Asked by Kolbi on April 30, 2024

• Apple Inc. (AAPL $253.79)
  • $253.79 P/E (TTM): 31.83X Cap: $3.62T
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• Amazon.com Inc. (AMZN $208.27)
  • $208.27 P/E (TTM): 29.31X Cap: $2.15T
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• Meta Platforms Inc. (META $572.13)
  • $572.13 P/E (TTM): 25.72X Cap: $1.35T
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• Alphabet Inc. (GOOGL $287.56)
  • $287.56 P/E (TTM): 25.3X Cap: $3.47T
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• Microsoft Corporation (MSFT $370.17)
  • $370.17 P/E (TTM): 23.95X Cap: $2.66T
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• Netflix Inc. (NFLX $96.15)
  • $96.15 P/E (TTM): 36.92X Cap: $392.53B
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• NVIDIA Corporation (NVDA $174.40)
  • $174.40 P/E (TTM): 35.84X Cap: $4.01T
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• PayPal Holdings Inc. (PYPL $45.23)
  • $45.23 P/E (TTM): 8.41X Cap: $41.12B
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• Wynn Resorts Limited (WYNN $101.55)
  • $101.55 P/E (TTM): 32.21X Cap: $10.06B
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• The Boeing Company (BA $199.03)
  • $199.03 P/E (TTM): 80.0X Cap: $148.68B
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• Bank of America Corporation (BAC $48.75)
  • $48.75 P/E (TTM): 12.57X Cap: $337.49B
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• BlackRock Inc. (BLK $961.71)
  • $961.71 P/E (TTM): 26.45X Cap: $149.58B
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• Carnival Corporation (CCL $25.88)
  • $25.88 P/E (TTM): 12.6X Cap: $34.21B
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• Salesforce Inc. (CRM $186.67)
  • $186.67 P/E (TTM): 25.02X Cap: $172.29B
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• Delta Air Lines Inc. (DAL $66.48)
  • $66.48 P/E (TTM): 8.51X Cap: $41.27B
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• The Walt Disney Company (DIS $96.38)
  • $96.38 P/E (TTM): 14.43X Cap: $167.08B
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• Goldman Sachs Group Inc. (The) (GS $845.99)
  • $845.99 P/E (TTM): 16.2X Cap: $238.23B
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• International Business Machines Corporation (IBM $242.39)
  • $242.39 P/E (TTM): 22.28X Cap: $222.54B
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• JPMorgan Chase & Co. (JPM $294.16)
  • $294.16 P/E (TTM): 14.49X Cap: $765.33B
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• Eli Lilly and Company (LLY $919.77)
  • $919.77 P/E (TTM): 39.68X Cap: $837.70B
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• Mastercard Incorporated (MA $499.66)
  • $499.66 P/E (TTM): 30.29X Cap: $445.60B
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• Morgan Stanley (MS $164.57)
  • $164.57 P/E (TTM): 16.09X Cap: $250.69B
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• Pfizer Inc. (PFE $28.08)
  • $28.08 P/E (TTM): 19.68X Cap: $157.96B
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• Royal Caribbean Cruises Ltd. (RCL $275.18)
  • $275.18 P/E (TTM): 17.87X Cap: $74.44B
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• Visa Inc. (V $302.24)
  • $302.24 P/E (TTM): 28.59X Cap: $573.92B
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• Wells Fargo & Company (WFC $79.61)
  • $79.61 P/E (TTM): 12.48X Cap: $245.62B
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• Exxon Mobil Corporation (XOM $169.66)
  • $169.66 P/E (TTM): 24.05X Cap: $706.93B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $125.46)
  • $125.46 P/E (TTM): 16.15X Cap: $281.68B
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• Tencent Holdings Ltd. ADR (TCEHY $63.22)
  • $63.22 P/E (TTM): 29.41X Cap: $568.85B
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• Veeva Systems Inc. Class A (VEEV $175.66)
  • $175.66 P/E (TTM): 36.11X Cap: $28.69B
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• The Trade Desk Inc. (TTD $22.69)
  • $22.69 P/E (TTM): 26.61X Cap: $10.79B
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• JD.com Inc. (JD $29.57)
  • $29.57 P/E (TTM): 7.04X Cap: $42.05B
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• Roku Inc. (ROKU $94.62)
  • $94.62 P/E (TTM): 174.66X Cap: $13.94B
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• DocuSign Inc. (DOCU $47.41)
  • $47.41 P/E (TTM): 34.12X Cap: $9.21B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $337.95)
  • $337.95 P/E (TTM): 48.25X Cap: $1.75T
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• Healthpeak Properties (DOC $16.43)
  • $16.43 P/E (TTM): 171.7X Cap: $11.50B
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• National Health Investors Inc. (NHI $80.86)
  • $80.86 P/E (TTM): 27.26X Cap: $3.98B
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• Zoom Communications Inc. (ZM $80.39)
  • $80.39 P/E (TTM): 12.57X Cap: $23.68B
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• CrowdStrike Holdings Inc. (CRWD $390.41)
  • $390.41 Cap: $99.01B
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• Unity Software Inc. (U $21.94)
  • $21.94 Cap: $9.57B
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Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Upvote 9

Read Answer Asked by David on April 30, 2024

• Cintas Corporation (CTAS $169.14)
  • $169.14 P/E (TTM): 39.22X Cap: $67.44B
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• Axon Enterprise Inc. (AXON $424.69)
  • $424.69 P/E (TTM): 274.88X Cap: $34.14B
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• Casella Waste Systems Inc. (CWST $79.34)
  • $79.34 P/E (TTM): 650.08X Cap: $4.85B
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• Comfort Systems USA Inc. (FIX $1,378.99)
  • $1,378.99 P/E (TTM): 44.05X Cap: $48.50B
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• Vestis Corporation (VSTS $7.86)
  • $7.86 Cap: $1.01B
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Q: Can you name another stock that is as boring as this business that can match the return on investment? Do they have any competition?
Thanks Again

Upvote 5

Read Answer Asked by eugene on April 30, 2024

• SoFi Technologies Inc. (SOFI $15.88)
  • $15.88 P/E (TTM): 45.13X Cap: $20.25B
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• Samsara Inc. Class A (IOT $31.69)
  • $31.69 Cap: $17.79B
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Q: Thnx for the excellent service 5i, what are your thoughts on both IOT and Sofi?

Upvote 2

Read Answer Asked by David on April 30, 2024

• SoFi Technologies Inc. (SOFI $15.88)
  • $15.88 P/E (TTM): 45.13X Cap: $20.25B
  • View SOFI Profile
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Q: Please provide comments for Sofi earnings. If owned, would you consider it a hold or sell?

Thanks

Upvote 4

Read Answer Asked by Bob on April 30, 2024

• Autodesk Inc. (ADSK $239.40)
  • $239.40 P/E (TTM): 47.31X Cap: $49.72B
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Q: Your comments please on the company recently disclosing an internal investigation into its own accounting practices and putting off the release of its annual financial report.

Upvote 1

Read Answer Asked by Adam on April 30, 2024

• Bristol-Myers Squibb Company (BMY $60.65)
  • $60.65 P/E (TTM): 16.47X Cap: $121.95B
  • View BMY Profile
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Q: Why it keeps falling?
Would you buy it?

Thanks,
Milan

Upvote 2

Read Answer Asked by Milan on April 30, 2024

• Berkshire Hathaway Inc. (BRK.B $479.20)
  • $479.20 P/E (TTM): 15.49X Cap: $1.02T
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Q: Further to Glen's question regarding Apple making up 50% of BRK's portfolio, is it not 50% of its 'public-market' holdings, but if you included its fully-owned holdings, such as Geico, its Class-A rail holding, along with its vast re-insurance business, that the Apple holding, in and of itself, drops substantially in weighting?

Upvote 4

Read Answer Asked by Warren on April 30, 2024

• Zoetis Inc. Class A (ZTS $118.21)
  • $118.21 P/E (TTM): 19.14X Cap: $49.89B
  • View ZTS Profile
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Q: Hi,
Long time share holder of Zoetis with a current portfolio weight of 2%. With this pull back is it a good opportunity to add? Or do you feel it is still expensive with the risks of medication side effects affecting business?
Thanks,
Kerri

Upvote 2

Read Answer Asked by KERRI on April 30, 2024