Investment Q&A

• Sunrun Inc. (RUN $14.15)
  • $14.15 P/E (TTM): 7.1X Cap: $3.17B
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Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.

Upvote 1

Read Answer Asked by Brendon on May 01, 2024

• Advanced Micro Devices Inc. (AMD $210.21)
  • $210.21 P/E (TTM): 73.98X Cap: $331.65B
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Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.

Upvote 5

Read Answer Asked by Christopher on May 01, 2024

• Lemonade Inc. (LMND $61.07)
  • $61.07 Cap: $4.78B
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Q: Please comment on LMND's results released today.
Thanks !

Upvote 2

Read Answer Asked by Nancy on May 01, 2024

• Advanced Micro Devices Inc. (AMD $210.21)
  • $210.21 P/E (TTM): 73.98X Cap: $331.65B
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Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.

Upvote 4

Read Answer Asked by Christopher on May 01, 2024

• Vanguard S&P 500 Index ETF (VFV $161.83)
  • $161.83 P/E (TTM): 26.01X Cap: $27.77B
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• Vanguard Information Technology ETF (VGT $706.65)
  • $706.65 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 $22.51)
  • $22.51 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 $72.49)
  • $72.49 P/E (TTM): 50.83X Cap: $91.37B
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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 $4,184.56)
  • $4,184.56 P/E (TTM): 24.78X Cap: $133.35B
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• Starbucks Corporation (SBUX $90.43)
  • $90.43 P/E (TTM): 72.27X Cap: $103.02B
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• lululemon athletica inc. (LULU $158.81)
  • $158.81 P/E (TTM): 10.15X 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 $61.50)
  • $61.50 P/E (TTM): 41.93X Cap: $2.19B
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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 $210.57)
  • $210.57 P/E (TTM): 28.03X Cap: $2.23T
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• Meta Platforms Inc. (META $579.23)
  • $579.23 P/E (TTM): 22.83X Cap: $1.44T
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• Alphabet Inc. (GOOG $294.90)
  • $294.90 P/E (TTM): 25.27X Cap: $3.47T
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• Microsoft Corporation (MSFT $369.37)
  • $369.37 P/E (TTM): 22.45X Cap: $2.74T
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• NVIDIA Corporation (NVDA $175.75)
  • $175.75 P/E (TTM): 33.71X Cap: $4.23T
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• Oracle Corporation (ORCL $145.23)
  • $145.23 P/E (TTM): 26.09X Cap: $423.09B
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• Constellation Software Inc. (CSU $2,444.57)
  • $2,444.57 P/E (TTM): 72.48X Cap: $51.74B
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• Vitalhub Corp. (VHI $6.90)
  • $6.90 P/E (TTM): 69.5X Cap: $441M
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• Super Micro Computer Inc. (SMCI $22.51)
  • $22.51 P/E (TTM): 15.49X Cap: $13.63B
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.61)
  • $56.61 P/E (TTM): 73.48X Cap: $126.10B
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• Lumine Group Inc. (LMN $22.37)
  • $22.37 P/E (TTM): 85.43X Cap: $5.74B
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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 $120.38)
  • $120.38 P/E (TTM): 28.77X 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 $365.56)
  • $365.56 P/E (TTM): 32.87X Cap: $141.83B
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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 $428.14)
  • $428.14 P/E (TTM): 31.12X Cap: $92.23B
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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 $210.57)
  • $210.57 P/E (TTM): 28.03X Cap: $2.23T
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Q: Thoughts on Amazon's quarter?

Upvote 7

Read Answer Asked by Joe on May 01, 2024

• Reliance Inc. (RS $307.19)
  • $307.19 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 $617.64)
  • $617.64 P/E (TTM): 27.85X Cap: $139.28B
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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 $255.63)
  • $255.63 P/E (TTM): 31.22X Cap: $3.72T
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• Amazon.com Inc. (AMZN $210.57)
  • $210.57 P/E (TTM): 28.03X Cap: $2.23T
  • View AMZN Profile
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• Meta Platforms Inc. (META $579.23)
  • $579.23 P/E (TTM): 22.83X Cap: $1.44T
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• Alphabet Inc. (GOOGL $297.39)
  • $297.39 P/E (TTM): 25.3X Cap: $3.47T
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• Microsoft Corporation (MSFT $369.37)
  • $369.37 P/E (TTM): 22.45X Cap: $2.74T
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• Netflix Inc. (NFLX $95.55)
  • $95.55 P/E (TTM): 36.76X Cap: $405.96B
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• NVIDIA Corporation (NVDA $175.75)
  • $175.75 P/E (TTM): 33.71X Cap: $4.23T
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• PayPal Holdings Inc. (PYPL $44.63)
  • $44.63 P/E (TTM): 8.26X Cap: $41.64B
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• Wynn Resorts Limited (WYNN $102.60)
  • $102.60 P/E (TTM): 30.82X Cap: $10.56B
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• The Boeing Company (BA $207.32)
  • $207.32 P/E (TTM): 76.29X Cap: $156.40B
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• Bank of America Corporation (BAC $49.27)
  • $49.27 P/E (TTM): 12.49X Cap: $348.35B
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• BlackRock Inc. (BLK $957.40)
  • $957.40 P/E (TTM): 26.45X Cap: $149.58B
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• Carnival Corporation (CCL $26.58)
  • $26.58 P/E (TTM): 10.56X Cap: $36.95B
  • View CCL Profile
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• Salesforce Inc. (CRM $186.24)
  • $186.24 P/E (TTM): 23.72X Cap: $171.89B
  • View CRM Profile
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• Delta Air Lines Inc. (DAL $67.60)
  • $67.60 P/E (TTM): 8.26X Cap: $43.42B
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• The Walt Disney Company (DIS $96.56)
  • $96.56 P/E (TTM): 13.89X Cap: $170.73B
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• Goldman Sachs Group Inc. (The) (GS $860.21)
  • $860.21 P/E (TTM): 15.74X Cap: $249.56B
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• International Business Machines Corporation (IBM $243.14)
  • $243.14 P/E (TTM): 21.28X Cap: $227.37B
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• JPMorgan Chase & Co. (JPM $295.38)
  • $295.38 P/E (TTM): 14.18X Cap: $796.64B
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• Eli Lilly and Company (LLY $954.52)
  • $954.52 P/E (TTM): 38.63X Cap: $901.84B
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• Mastercard Incorporated (MA $491.65)
  • $491.65 P/E (TTM): 29.9X Cap: $438.45B
  • View MA Profile
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• Morgan Stanley (MS $166.17)
  • $166.17 P/E (TTM): 15.51X Cap: $260.51B
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• Pfizer Inc. (PFE $28.55)
  • $28.55 P/E (TTM): 20.42X Cap: $159.72B
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• Royal Caribbean Cruises Ltd. (RCL $282.06)
  • $282.06 P/E (TTM): 16.74X Cap: $74.44B
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• Visa Inc. (V $298.51)
  • $298.51 P/E (TTM): 28.13X Cap: $579.09B
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• Wells Fargo & Company (WFC $80.57)
  • $80.57 P/E (TTM): 12.25X Cap: $248.58B
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• Exxon Mobil Corporation (XOM $160.78)
  • $160.78 P/E (TTM): 25.59X Cap: $669.93B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $123.73)
  • $123.73 P/E (TTM): 15.63X Cap: $289.72B
  • View BABA Profile
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• Tencent Holdings Ltd. ADR (TCEHY $63.50)
  • $63.50 P/E (TTM): 29.41X Cap: $589.27B
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• Veeva Systems Inc. Class A (VEEV $172.74)
  • $172.74 P/E (TTM): 34.3X Cap: $28.69B
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• The Trade Desk Inc. (TTD $21.98)
  • $21.98 P/E (TTM): 24.46X Cap: $10.79B
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• JD.com Inc. (JD $28.87)
  • $28.87 P/E (TTM): 7.4X Cap: $42.97B
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• Roku Inc. (ROKU $94.90)
  • $94.90 P/E (TTM): 157.55X Cap: $13.94B
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• DocuSign Inc. (DOCU $48.17)
  • $48.17 P/E (TTM): 33.05X Cap: $9.21B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $341.49)
  • $341.49 P/E (TTM): 45.12X Cap: $1.75T
  • View TSM Profile
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• Healthpeak Properties (DOC $16.38)
  • $16.38 P/E (TTM): 165.5X Cap: $11.42B
  • View DOC Profile
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• National Health Investors Inc. (NHI $81.75)
  • $81.75 P/E (TTM): 27.29X Cap: $3.98B
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• Zoom Communications Inc. (ZM $80.70)
  • $80.70 P/E (TTM): 12.69X Cap: $23.68B
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• CrowdStrike Holdings Inc. (CRWD $393.31)
  • $393.31 Cap: $99.01B
  • View CRWD Profile
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• Unity Software Inc. (U $21.96)
  • $21.96 Cap: $9.57B
  • View U Profile
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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 $172.04)
  • $172.04 P/E (TTM): 36.51X Cap: $67.63B
  • View CTAS Profile
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• Axon Enterprise Inc. (AXON $423.57)
  • $423.57 P/E (TTM): 274.88X Cap: $34.14B
  • View AXON Profile
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• Casella Waste Systems Inc. (CWST $81.54)
  • $81.54 P/E (TTM): 653.17X Cap: $4.85B
  • View CWST Profile
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• Comfort Systems USA Inc. (FIX $1,428.52)
  • $1,428.52 P/E (TTM): 44.05X Cap: $48.50B
  • View FIX Profile
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• Vestis Corporation (VSTS $7.82)
  • $7.82 Cap: $1.01B
  • View VSTS Profile
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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 $15.63)
  • $15.63 P/E (TTM): 39.87X Cap: $19.93B
  • View SOFI Profile
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• Samsara Inc. Class A (IOT $31.84)
  • $31.84 Cap: $17.79B
  • View IOT Profile
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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 $15.63)
  • $15.63 P/E (TTM): 39.87X Cap: $19.93B
  • 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