Investment Q&A

• Advanced Micro Devices Inc. (AMD $206.13)
  • $206.13 P/E (TTM): 101.28X Cap: $350.11B
  • View AMD Profile
  • View Questions on AMD

Q: Please comment on results released today after close. It was down 6.49% to $160.90. Add,Hold or Trim/sell. Txs for u usual great services & views

Upvote 2

Read Answer Asked by Peter on January 31, 2024

• A.O. Smith Corporation (AOS $65.41)
  • $65.41 P/E (TTM): 17.55X Cap: $8.92B
  • View AOS Profile
  • View Questions on AOS

Q: Any comments on AO Smith earnings, valuation, buy hold or sell?

Upvote 2

Read Answer Asked by Andrew on January 30, 2024

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
  • View PDYPF Profile
  • View Questions on PDYPF

Q: What are your thoughts on this IPO
Thanx
Gary

Upvote 4

Read Answer Asked by Gary on January 30, 2024

• Intuitive Surgical Inc. (ISRG $578.87)
  • $578.87 P/E (TTM): 74.19X Cap: $203.78B
  • View ISRG Profile
  • View Questions on ISRG
• Ulta Beauty Inc. (ULTA $521.02)
  • $521.02 P/E (TTM): 19.79X Cap: $23.07B
  • View ULTA Profile
  • View Questions on ULTA
• Roku Inc. (ROKU $94.88)
  • $94.88 Cap: $13.82B
  • View ROKU Profile
  • View Questions on ROKU

Q: I have to raise some cash, and have to sell the equivalent of one of the above positions, all up various amounts from 10% to 60%, but all have about the same market value. All healed in TFSA. Considering growth only with a multi-year hold, what do you suggest - trim all three, trim two, or sell one full position, and if so which do you suggest. Thanks!

Upvote 2

Read Answer Asked by Kim on January 30, 2024

• TE Connectivity plc (TEL $222.26)
  • $222.26 P/E (TTM): 35.54X Cap: $64.78B
  • View TEL Profile
  • View Questions on TEL

Q: What are your thoughts on TEL. Would you consider as buy, SELL OR Hold

Thanks for the great service

Upvote 2

Read Answer Asked by Hector on January 30, 2024

• Air Products and Chemicals Inc. (APD $258.93)
  • $258.93 Cap: $57.11B
  • View APD Profile
  • View Questions on APD
• Freeport-McMoRan Inc. (FCX $41.07)
  • $41.07 P/E (TTM): 27.88X Cap: $58.57B
  • View FCX Profile
  • View Questions on FCX
• Agnico Eagle Mines Limited (AEM $233.88)
  • $233.88 P/E (TTM): 27.55X Cap: $113.37B
  • View AEM Profile
  • View Questions on AEM
• iShares Gold Bullion ETF (CGL.C $48.85)
  • $48.85 Cap: $732M
  • View CGL.C Profile
  • View Questions on CGL.C
• iShares S&P/TSX Capped Materials Index ETF (XMA $38.39)
  • $38.39 P/E (TTM): 9.32X Cap: $366M
  • View XMA Profile
  • View Questions on XMA
• Nutrien Ltd. (NTR $80.11)
  • $80.11 P/E (TTM): 45.89X Cap: $38.35B
  • View NTR Profile
  • View Questions on NTR
• Linde plc (LIN $407.85)
  • $407.85 P/E (TTM): 27.65X Cap: $190.36B
  • View LIN Profile
  • View Questions on LIN
• West Fraser Timber Co. Ltd. (WFG $85.65)
  • $85.65 Cap: $6.46B
  • View WFG Profile
  • View Questions on WFG

Q: Portfolio Analytics indicates that across all accounts, we are underweight in the Basic Materials sector. The two stocks and CGL.C listed above are the only holdings in this sector. (CGL.C is a small holding. as it can be traded with zero commission)

Please suggest some additional Canadian and U.S. stocks in this sector to improve diversification, include reasonable entry points, and rank them in order of what to purchase first.

For a Canadian ETF, what is your opinion of XMA?

Please deduct as many credits as necessary.

Thanks

Upvote 1

Read Answer Asked by Jerry on January 30, 2024

• St. Joe Company (The) (JOE $60.98)
  • $60.98 P/E (TTM): 31.87X Cap: $3.31B
  • View JOE Profile
  • View Questions on JOE

Q: St. Joe apparently has tens of thousands of acres of land free and clear, ready for development in NW Florida that are valued at 20,000 an acre but the market value is more like 2,000,000 an acre. Is the stock trading at current levels hugely undervalued or have I missed something. Thanks for your help

Upvote 1

Read Answer Asked by Ian on January 30, 2024

• Apple Inc. (AAPL $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
  • View AAPL Profile
  • View Questions on AAPL
• Adobe Inc. (ADBE $319.55)
  • $319.55 P/E (TTM): 20.79X Cap: $133.41B
  • View ADBE Profile
  • View Questions on ADBE
• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
  • View AMZN Profile
  • View Questions on AMZN
• Broadcom Inc. (AVGO $385.03)
  • $385.03 P/E (TTM): 86.79X Cap: $1.78T
  • View AVGO Profile
  • View Questions on AVGO
• Cisco Systems Inc. (CSCO $76.32)
  • $76.32 P/E (TTM): 29.38X Cap: $301.23B
  • View CSCO Profile
  • View Questions on CSCO
• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.49T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• Alphabet Inc. (GOOGL $323.44)
  • $323.44 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.50T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• Accenture plc Class A (Ireland) (ACN $249.23)
  • $249.23 P/E (TTM): 20.73X Cap: $160.34B
  • View ACN Profile
  • View Questions on ACN
• Salesforce Inc. (CRM $234.12)
  • $234.12 P/E (TTM): 33.01X Cap: $215.93B
  • View CRM Profile
  • View Questions on CRM
• Oracle Corporation (ORCL $197.03)
  • $197.03 P/E (TTM): 46.01X Cap: $569.13B
  • View ORCL Profile
  • View Questions on ORCL
• Tesla Inc. (TSLA $419.40)
  • $419.40 P/E (TTM): 260.73X Cap: $1.38T
  • View TSLA Profile
  • View Questions on TSLA
• Advanced Micro Devices Inc. (AMD $206.13)
  • $206.13 P/E (TTM): 101.28X Cap: $350.11B
  • View AMD Profile
  • View Questions on AMD

Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris

Upvote 8

Read Answer Asked by chris on January 30, 2024

• PepsiCo Inc. (PEP $146.11)
  • $146.11 P/E (TTM): 27.82X Cap: $198.94B
  • View PEP Profile
  • View Questions on PEP
• Celsius Holdings Inc. (CELH $40.40)
  • $40.40 P/E (TTM): 354.45X Cap: $9.77B
  • View CELH Profile
  • View Questions on CELH

Q: Can I ask why you may think there is such a high short position in CELH? The thought of good results and a short squeeze is exciting but there is also the thought that they know something the we don't. Thoughts?
Thank you

Upvote 8

Read Answer Asked by Neil on January 30, 2024

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.38)
  • $17.38 P/E (TTM): 34.11X Cap: $7.92B
  • View QYLD Profile
  • View Questions on QYLD
• CI Energy Giants Covered Call ETF (NXF.B $7.50)
  • $7.50 P/E (TTM): 11.72X Cap: $26M
  • View NXF.B Profile
  • View Questions on NXF.B

Q: hello 5i:
could you comment on the liquidity for this ETF? Is there something of the same vein that would have better liquidity?
thanks
Paul L

Upvote 1

Read Answer Asked by Paul on January 30, 2024

• Alpha Metallurgical Resources Inc. (AMR $158.78)
  • $158.78 Cap: $2.01B
  • View AMR Profile
  • View Questions on AMR

Q: RS:US is mostly flat. Is AMR :US a good replacement? It has increased a lot last years. Thanks

Upvote 2

Read Answer Asked by Ray on January 30, 2024

• Upstart Holdings Inc. (UPST $41.77)
  • $41.77 Cap: $3.79B
  • View UPST Profile
  • View Questions on UPST
• Affirm Holdings Inc. (AFRM $68.83)
  • $68.83 P/E (TTM): 97.55X Cap: $22.07B
  • View AFRM Profile
  • View Questions on AFRM

Q: I am down 80% of UPST ( avg price $149) and 50% down on AFRM (avg price $75), both in registered accounts.

Any chance of breaking even in the next 12 - 18 months or is it time to move on?

Upvote 3

Read Answer Asked by V on January 30, 2024

• UnitedHealth Group Incorporated (DE) (UNH $326.28)
  • $326.28 P/E (TTM): 16.69X Cap: $289B
  • View UNH Profile
  • View Questions on UNH
• Amedisys Inc (AMED)
  • P/E (TTM): 37.25X Cap: $3.32B
  • View AMED Profile
  • View Questions on AMED

Q: Can I please have your thoughts re this company. It is about 6-7 months that the stock has been pretty flat - not moving much in either direction. I believe that at one time there may have been (and possibly still is) an offer on the table? I am wondering if it is time to move on... Thanks.

Upvote 1

Read Answer Asked by Walter on January 30, 2024

• Uranium Energy Corp. (UEC $12.10)
  • $12.10 Cap: $5.06B
  • View UEC Profile
  • View Questions on UEC

Q: what are the medium and longer term prospects for the Company please.

Upvote 3

Read Answer Asked by Mike on January 30, 2024

• Axcelis Technologies Inc. (ACLS $82.75)
  • $82.75 P/E (TTM): 18.17X Cap: $2.38B
  • View ACLS Profile
  • View Questions on ACLS

Q: It appears that ACLS stock, while up substantially the past few years, is more recently lagging behind peers in the semi manufacturing field. Please comment including potential reasons and does this represent an opportunity.

Upvote 1

Read Answer Asked by John on January 30, 2024

• The Walt Disney Company (DIS $103.31)
  • $103.31 P/E (TTM): 15.22X Cap: $181.99B
  • View DIS Profile
  • View Questions on DIS
• Pfizer Inc. (PFE $25.72)
  • $25.72 P/E (TTM): 13.32X Cap: $143.39B
  • View PFE Profile
  • View Questions on PFE
• JD.com Inc. (JD $29.14)
  • $29.14 P/E (TTM): 7.67X Cap: $42.23B
  • View JD Profile
  • View Questions on JD

Q: I am down significantly on these 3 stocks (Pfe-25%,Dis-35%,JD-65%)
Are they worth holding or should I take the loss and move on to something else?

Upvote 4

Read Answer Asked by Marjorie on January 30, 2024

• iShares S&P U.S. Mid-Cap Index ETF (XMC $35.52)
  • $35.52 P/E (TTM): 19.61X Cap: $543M
  • View XMC Profile
  • View Questions on XMC

Q: How would you rate XMC to buy especially after a $3.75 rise in the past 3 month?

Upvote 3

Read Answer Asked by Paul on January 30, 2024

• Costco Wholesale Corporation (COST $894.33)
  • $894.33 P/E (TTM): 64.54X Cap: $392.70B
  • View COST Profile
  • View Questions on COST
• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.49T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $578.87)
  • $578.87 P/E (TTM): 74.19X Cap: $203.78B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $4,906.24)
  • $4,906.24 P/E (TTM): 31.06X Cap: $153.69B
  • View BKNG Profile
  • View Questions on BKNG
• Chevron Corporation (CVX $148.53)
  • $148.53 P/E (TTM): 21.09X Cap: $301.52B
  • View CVX Profile
  • View Questions on CVX
• Freeport-McMoRan Inc. (FCX $41.07)
  • $41.07 P/E (TTM): 27.88X Cap: $58.57B
  • View FCX Profile
  • View Questions on FCX
• Eli Lilly and Company (LLY $1,109.94)
  • $1,109.94 P/E (TTM): 51.84X Cap: $1T
  • View LLY Profile
  • View Questions on LLY
• Altria Group Inc. (MO $58.34)
  • $58.34 P/E (TTM): 11.11X Cap: $96.23B
  • View MO Profile
  • View Questions on MO
• NextEra Energy Inc. (NEE $84.83)
  • $84.83 P/E (TTM): 26.59X Cap: $175.41B
  • View NEE Profile
  • View Questions on NEE
• PulteGroup Inc. (PHM $125.71)
  • $125.71 P/E (TTM): 9.28X Cap: $23.53B
  • View PHM Profile
  • View Questions on PHM
• Williams Companies Inc. (The) (WMB $59.37)
  • $59.37 P/E (TTM): 30.11X Cap: $72.57B
  • View WMB Profile
  • View Questions on WMB
• Exxon Mobil Corporation (XOM $114.51)
  • $114.51 P/E (TTM): 17.02X Cap: $489.06B
  • View XOM Profile
  • View Questions on XOM
• lululemon athletica inc. (LULU $177.51)
  • $177.51 P/E (TTM): 11.48X Cap: $19.25B
  • View LULU Profile
  • View Questions on LULU
• Digital Realty Trust Inc. (DLR $157.37)
  • $157.37 P/E (TTM): 40.72X Cap: $54.62B
  • View DLR Profile
  • View Questions on DLR
• Eagle Materials Inc (EXP $219.48)
  • $219.48 P/E (TTM): 15.48X Cap: $6.77B
  • View EXP Profile
  • View Questions on EXP
• Vertiv Holdings LLC Class A (VRT $169.57)
  • $169.57 P/E (TTM): 60.31X Cap: $64.50B
  • View VRT Profile
  • View Questions on VRT
• Trane Technologies plc (TT $418.82)
  • $418.82 P/E (TTM): 31.57X Cap: $90.89B
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX $172.15)
  • $172.15 P/E (TTM): 34.84X Cap: $231.84B
  • View RTX Profile
  • View Questions on RTX

Q: I'm looking to add more US companies. Could you please give an answer to Larry's question but substitute 2 US companies per sector for 2024?

Upvote 29

Read Answer Asked by Kel on January 30, 2024

• Unity Software Inc. (U $42.58)
  • $42.58 Cap: $17.79B
  • View U Profile
  • View Questions on U

Q: Purchased U 189.00 per share, do you see any kind of a rebound or should I , hold or sell and accept the loss

Upvote 1

Read Answer Asked by Brian on January 30, 2024

• Super Micro Computer Inc. (SMCI $32.48)
  • $32.48 P/E (TTM): 25.35X Cap: $19.89B
  • View SMCI Profile
  • View Questions on SMCI

Q: Just a comment - thanks! Most of my questions have usually been about when something for me has gone wrong…well this one seems to be working. Honestly, if it weren’t for your positive comments, not only may I never have bought it but I would’ve sold as soon as I had a small profit. The same is true for nvda - another awesome name that you’ve stuck with for years even when things looked downright gloomy! Thanks be to 5i.

Upvote 13

Read Answer Asked by Jason on January 29, 2024