Investment Q&A

• Extreme Networks Inc. (EXTR $22.32)
  • $22.32 Cap: $2.91B
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Q: What is the market did not like for the last quarter? Down 13% yesterday, down 40% in 3 months…

Thanks

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Read Answer Asked by Ray on November 02, 2023

• Advanced Micro Devices Inc. (AMD $158.57)
  • $158.57 P/E (TTM): 88.95X Cap: $257.33B
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Q: Prospects for this co?

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Read Answer Asked by Mike on November 02, 2023

• Estee Lauder Companies Inc. (The) (EL $83.65)
  • $83.65 Cap: $30.10B
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• Zoetis Inc. Class A (ZTS $148.20)
  • $148.20 P/E (TTM): 25.92X Cap: $65.67B
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• Invesco Solar ETF (TAN $41.78)
  • $41.78 P/E (TTM): 19.11X Cap: $725M
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Q: Wondering if these companies are Buy, Sell or Hold and why.
Thank you!

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Read Answer Asked by Neil on November 02, 2023

• Mettler-Toledo International Inc. (MTD $1,259.54)
  • $1,259.54 P/E (TTM): 32.52X Cap: $25.94B
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Q: This stock can't seem to find a floor. Would you still consider it a buy (and at what price?)

TIA!

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Read Answer Asked by Wayne on November 02, 2023

• Salesforce Inc. (CRM $242.76)
  • $242.76 P/E (TTM): 35.8X Cap: $231.10B
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Q: Hi , between CRM -ARM if you had to buy one which one would it be? And why?
Thanks. Alnoor

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Read Answer Asked by Alnoor on November 02, 2023

• Morgan Stanley (MS $156.39)
  • $156.39 P/E (TTM): 17.7X Cap: $249.65B
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Q: US banks have not well lately.
Looking to take a position in Morgan Stanley. Can you give me your short and long price range for this stock
Thanks Al

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Read Answer Asked by Al on November 02, 2023

• Berkshire Hathaway Inc. (BRK.B $493.74)
  • $493.74 P/E (TTM): 17.03X Cap: $1.07T
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Q: BRK.B is off its one year high by ~10%. According to RBC DIRECT INVESTING the PE seems to be attractively low at 8.6 x. AND of lots of cash on hand.

This appears to be a bargain at this point in time. I already own it in 2 funds.

Do you agree on the timing of adding more given the current metrics.

Thanks.

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Read Answer Asked by Donald on November 02, 2023

• Veralto Corp (VLTO $109.03)
  • $109.03 P/E (TTM): 30.47X Cap: $27.05B
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Q: What do you think is a good price to top up an existing (underwater) position?

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Read Answer Asked by Wayne on November 02, 2023

• Freeport-McMoRan Inc. (FCX $44.72)
  • $44.72 P/E (TTM): 34.53X Cap: $64.20B
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Q: What’s with Freeport?

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Read Answer Asked by Gregory on November 01, 2023

• NET Power Inc. Class A (NPWR $2.10)
  • $2.10 Cap: $482M
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Q: Can I get your thoughts on this company please.

Thanks

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Read Answer Asked by Scott on November 01, 2023

• Adobe Inc. (ADBE $349.36)
  • $349.36 P/E (TTM): 22.49X Cap: $148.19B
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• Autodesk Inc. (ADSK $319.05)
  • $319.05 P/E (TTM): 69.49X Cap: $67.95B
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• Intuit Inc. (INTU $646.03)
  • $646.03 P/E (TTM): 48.32X Cap: $180.11B
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• Microsoft Corporation (MSFT $509.90)
  • $509.90 P/E (TTM): 36.73X Cap: $3.79T
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• Salesforce Inc. (CRM $242.76)
  • $242.76 P/E (TTM): 35.8X Cap: $231.10B
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• Oracle Corporation (ORCL $292.18)
  • $292.18 P/E (TTM): 70.94X Cap: $830.29B
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• ServiceNow Inc. (NOW $928.96)
  • $928.96 P/E (TTM): 118.02X Cap: $193.22B
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Q: Dear Peter et al:

Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.

What would be your choice? If not these three do you have any other favourites? Many thanks.

Mano

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Read Answer Asked by Savalai on November 01, 2023

• First Solar Inc. (FSLR $201.70)
  • $201.70 P/E (TTM): 17.38X Cap: $21.63B
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Q: Hi 5i,

Can you comment on the latest Q results and the market reaction? I thought things looked okay, but market did not?

TIA

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Read Answer Asked by Wayne on November 01, 2023

• AeroVironment Inc. (AVAV $243.00)
  • $243.00 Cap: $12.13B
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Q: In an answer to an earlier question you said AVAV has been profitable for years. When I call up a quote on my RBC account and on Yahoo Finance they both show EPS of -$5.86 and no PE. Can you explain the discrepancy? Thanks.

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Read Answer Asked by Ken on November 01, 2023

• Lumen Technologies Inc. (LUMN $6.05)
  • $6.05 Cap: $6.20B
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Q: The last Q&A on Lumen was back in February. The slide downhill has continued.

I'd welcome hearing your take on its debt and whether it can recover.

Thank you!

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Read Answer Asked by Marc on November 01, 2023

• Northrop Grumman Corporation (NOC $575.96)
  • $575.96 P/E (TTM): 21.49X Cap: $82.46B
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• RTX Corporation (RTX $155.85)
  • $155.85 P/E (TTM): 34.65X Cap: $208.61B
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Q: I want to make an investment in the defence sector and have narrowed my focus to these two stocks. Which of the two would you choose and your reasons for doing so. Any comments on these two securities would be appreciated. Thank You.

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Read Answer Asked by Brian on November 01, 2023

• Citizens Financial Group Inc. (CFG $51.82)
  • $51.82 P/E (TTM): 15.73X Cap: $22.35B
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Q: Hi 5i
Any thoughts on CFG would be appreciated.

Thx
Gerry

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Read Answer Asked by Gerry on November 01, 2023

• Universal Display Corporation (OLED $136.51)
  • $136.51 P/E (TTM): 26.99X Cap: $6.48B
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• SBA Communications Corporation (SBAC $199.97)
  • $199.97 P/E (TTM): 24.5X Cap: $21.47B
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• Energy Recovery Inc. (ERII $14.36)
  • $14.36 P/E (TTM): 35.44X Cap: $776M
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• Atomera Incorporated (ATOM $3.37)
  • $3.37 Cap: $101M
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• DigitalBridge Group Inc. (DBRG $12.06)
  • $12.06 P/E (TTM): 83.75X Cap: $2.19B
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Q: Any of these businesses look interesting to you as a long term investment?
Thanks

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Read Answer Asked by Curtis on November 01, 2023

• Encore Wire Corporation (WIRE)
  • P/E (TTM): 15.22X Cap: $4.57B
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Q: Do you still like WIRE? According to one of the Globe's recent guest columnists (a Mr. Teich at Avenue Investment Management) "We've never seen a business with this strong of a balance sheet". He says the market cap is US $2.8 billion which is down from your April commentary. Has the stock been really weak? Are they a copper miner or more of a fabricator?
Any thoughts you have would be appreciated.
Jim

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Read Answer Asked by James on November 01, 2023

• Li-Cycle Holdings Corp. (LICY)
  • Cap: $37M
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Q: There has been recent news and stock movement for Li-Cycle Holdings and I was wondering if you could comment the company as a potential long term investment?

Is it still too early in their history to invest?

What would you need to see from the company in order to be comfortable investing?

What would be an approximate price where you would consider investing?

Thanks!!

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Read Answer Asked by Brian on November 01, 2023

• AeroVironment Inc. (AVAV $243.00)
  • $243.00 Cap: $12.13B
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• Kratos Defense & Security Solutions Inc. (KTOS $69.20)
  • $69.20 P/E (TTM): 520.54X Cap: $11.68B
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Q: Renowned bear David Rosenberg says in today's Globe that he is positive on defense stocks. No individual stocks are mentioned in the article. Given the state of the world i have been watching a few defense stocks for some time but haven't pulled the trigger. Two of interest are KTOS and AVAV. Both are experiencing sales growth but neither are profitable. Do you see them turning a profit in the near term and which one looks better? Thanks.

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Read Answer Asked by Ken on November 01, 2023