Investment Q&A

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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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 $586.63)
  • $586.63 P/E (TTM): 78.32X Cap: $209.95B
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• Ulta Beauty Inc. (ULTA $656.87)
  • $656.87 P/E (TTM): 24.95X Cap: $29.07B
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• Roku Inc. (ROKU $110.00)
  • $110.00 Cap: $16.73B
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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 $224.74)
  • $224.74 P/E (TTM): 37.55X Cap: $67.54B
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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 $260.03)
  • $260.03 Cap: $58.28B
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• Freeport-McMoRan Inc. (FCX $53.93)
  • $53.93 P/E (TTM): 39.27X Cap: $79.69B
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• Agnico Eagle Mines Limited (AEM $254.55)
  • $254.55 P/E (TTM): 31.04X Cap: $126.89B
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• iShares Gold Bullion ETF (CGL.C $51.68)
  • $51.68 Cap: $774M
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• iShares S&P/TSX Capped Materials Index ETF (XMA $44.13)
  • $44.13 P/E (TTM): 8.13X Cap: $455M
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• Nutrien Ltd. (NTR $83.86)
  • $83.86 P/E (TTM): 49.43X Cap: $39.51B
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• Linde plc (LIN $438.89)
  • $438.89 P/E (TTM): 29.28X Cap: $202.72B
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• West Fraser Timber Co. Ltd. (WFG $86.42)
  • $86.42 Cap: $6.67B
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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 $63.74)
  • $63.74 P/E (TTM): 34.3X Cap: $3.45B
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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 $257.34)
  • $257.34 P/E (TTM): 35.17X Cap: $3.84T
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• Adobe Inc. (ADBE $341.56)
  • $341.56 P/E (TTM): 20.11X Cap: $141.52B
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• Amazon.com Inc. (AMZN $245.77)
  • $245.77 P/E (TTM): 34.03X Cap: $2.58T
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• Broadcom Inc. (AVGO $332.46)
  • $332.46 P/E (TTM): 72.37X Cap: $1.62T
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• Cisco Systems Inc. (CSCO $73.68)
  • $73.68 P/E (TTM): 29.05X Cap: $295.22B
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• Meta Platforms Inc. (META $642.09)
  • $642.09 P/E (TTM): 29.26X Cap: $1.63T
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• Alphabet Inc. (GOOG $326.42)
  • $326.42 P/E (TTM): 31.05X Cap: $3.88T
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• Alphabet Inc. (GOOGL $325.97)
  • $325.97 P/E (TTM): 31.03X Cap: $3.88T
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• Microsoft Corporation (MSFT $477.70)
  • $477.70 P/E (TTM): 34.03X Cap: $3.59T
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• NVIDIA Corporation (NVDA $184.73)
  • $184.73 P/E (TTM): 46.46X Cap: $4.59T
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• Accenture plc Class A (Ireland) (ACN $285.63)
  • $285.63 P/E (TTM): 22.71X Cap: $180.94B
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• Salesforce Inc. (CRM $262.85)
  • $262.85 P/E (TTM): 35.1X Cap: $249.35B
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• Oracle Corporation (ORCL $189.88)
  • $189.88 P/E (TTM): 44.85X Cap: $554.05B
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• Tesla Inc. (TSLA $434.33)
  • $434.33 P/E (TTM): 288.64X Cap: $1.43T
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• Advanced Micro Devices Inc. (AMD $204.47)
  • $204.47 P/E (TTM): 106.54X Cap: $341.92B
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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 $138.75)
  • $138.75 P/E (TTM): 26.42X Cap: $187.33B
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• Celsius Holdings Inc. (CELH $51.99)
  • $51.99 P/E (TTM): 442.64X Cap: $12.55B
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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 $17.80)
  • $17.80 P/E (TTM): 29.24X Cap: $8.29B
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• CI Energy Giants Covered Call ETF (NXF.B $7.18)
  • $7.18 P/E (TTM): 11.72X Cap: $27M
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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 $224.87)
  • $224.87 Cap: $2.61B
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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 $50.92)
  • $50.92 P/E (TTM): 211.17X Cap: $4.89B
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• Affirm Holdings Inc. (AFRM $82.18)
  • $82.18 P/E (TTM): 124.77X Cap: $27.41B
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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 $345.72)
  • $345.72 P/E (TTM): 18.2X Cap: $309.52B
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• Amedisys Inc (AMED)
  • P/E (TTM): 37.25X Cap: $3.32B
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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 $14.30)
  • $14.30 Cap: $6.33B
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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 $89.43)
  • $89.43 P/E (TTM): 22.2X Cap: $2.64B
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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 $114.71)
  • $114.71 P/E (TTM): 16.73X Cap: $201.57B
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• Pfizer Inc. (PFE $25.24)
  • $25.24 P/E (TTM): 14.78X Cap: $143.73B
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• JD.com Inc. (JD $29.66)
  • $29.66 P/E (TTM): 7.7X Cap: $42.18B
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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 $36.45)
  • $36.45 P/E (TTM): 19.87X Cap: $589M
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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 $925.75)
  • $925.75 P/E (TTM): 63.83X Cap: $391.75B
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• Meta Platforms Inc. (META $642.09)
  • $642.09 P/E (TTM): 29.26X Cap: $1.63T
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• Alphabet Inc. (GOOG $326.42)
  • $326.42 P/E (TTM): 31.05X Cap: $3.88T
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• Intuitive Surgical Inc. (ISRG $586.63)
  • $586.63 P/E (TTM): 78.32X Cap: $209.95B
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• NVIDIA Corporation (NVDA $184.73)
  • $184.73 P/E (TTM): 46.46X Cap: $4.59T
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• Booking Holdings Inc. (BKNG $5,402.27)
  • $5,402.27 P/E (TTM): 34.84X Cap: $175.53B
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• Chevron Corporation (CVX $158.95)
  • $158.95 P/E (TTM): 22.02X Cap: $312.49B
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• Freeport-McMoRan Inc. (FCX $53.93)
  • $53.93 P/E (TTM): 39.27X Cap: $79.69B
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• Eli Lilly and Company (LLY $1,086.68)
  • $1,086.68 P/E (TTM): 52.06X Cap: $1.04T
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• Altria Group Inc. (MO $55.85)
  • $55.85 P/E (TTM): 10.53X Cap: $91.85B
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• NextEra Energy Inc. (NEE $79.12)
  • $79.12 P/E (TTM): 25.81X Cap: $163.21B
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• PulteGroup Inc. (PHM $122.17)
  • $122.17 P/E (TTM): 9.34X Cap: $22.86B
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• Williams Companies Inc. (The) (WMB $61.40)
  • $61.40 P/E (TTM): 30.83X Cap: $73.74B
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• Exxon Mobil Corporation (XOM $122.66)
  • $122.66 P/E (TTM): 17.59X Cap: $499.69B
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• lululemon athletica inc. (LULU $215.80)
  • $215.80 P/E (TTM): 15.02X Cap: $23.75B
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• Digital Realty Trust Inc. (DLR $152.88)
  • $152.88 P/E (TTM): 40.62X Cap: $53.19B
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• Eagle Materials Inc (EXP $218.99)
  • $218.99 P/E (TTM): 15.99X Cap: $6.68B
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• Vertiv Holdings LLC Class A (VRT $160.47)
  • $160.47 P/E (TTM): 66.02X Cap: $65.58B
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• Trane Technologies plc (TT $379.10)
  • $379.10 P/E (TTM): 29.34X Cap: $83.46B
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• RTX Corporation (RTX $185.51)
  • $185.51 P/E (TTM): 39.1X Cap: $249.02B
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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 $45.73)
  • $45.73 Cap: $19.49B
  • View U Profile
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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 $29.64)
  • $29.64 P/E (TTM): 24.05X Cap: $17.91B
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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

• Aehr Test Systems (AEHR $22.73)
  • $22.73 Cap: $725M
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Q: It has continued to drop in price since the last question in late Novenmber. Do you think that was just negative momentum or is there something wrong here?

Thanks,

Upvote 2

Read Answer Asked by Peter on January 29, 2024

• NVIDIA Corporation (NVDA $184.73)
  • $184.73 P/E (TTM): 46.46X Cap: $4.59T
  • View NVDA Profile
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Q: What AI stock (s) would you consider investing in at this time Which one would be your number 1 pick ?.

Upvote 9

Read Answer Asked by shirley on January 29, 2024