Investment Q&A

• Super Micro Computer Inc. (SMCI $29.71)
  • $29.71 P/E (TTM): 22.92X Cap: $17.73B
  • View SMCI Profile
  • View Questions on SMCI

Q: Please comment on the latest Q
It appears the market is not impressed

Upvote 0

Read Answer Asked by JR on November 02, 2023

• Apple Inc. (AAPL $270.01)
  • $270.01 P/E (TTM): 34.78X Cap: $3.96T
  • View AAPL Profile
  • View Questions on AAPL
• The Walt Disney Company (DIS $104.45)
  • $104.45 P/E (TTM): 16.47X Cap: $185.23B
  • View DIS Profile
  • View Questions on DIS

Q: Thoughts on Disney and Apple? Would you be a here at these prices?

Upvote 0

Read Answer Asked by sean on November 02, 2023

• Opendoor Technologies Inc (OPEN $4.82)
  • $4.82 Cap: $4.59B
  • View OPEN Profile
  • View Questions on OPEN

Q: Do you think this company has enough cash to survive? Do they have much debt and can they service it? Thanks.

Upvote 0

Read Answer Asked by Michael on November 02, 2023

• Extreme Networks Inc. (EXTR $14.79)
  • $14.79 P/E (TTM): 243.0X Cap: $1.96B
  • View EXTR Profile
  • View Questions on EXTR

Q: What is the market did not like for the last quarter? Down 13% yesterday, down 40% in 3 months…

Thanks

Upvote 0

Read Answer Asked by Ray on November 02, 2023

• Advanced Micro Devices Inc. (AMD $246.27)
  • $246.27 P/E (TTM): 116.62X Cap: $385.40B
  • View AMD Profile
  • View Questions on AMD

Q: Prospects for this co?

Upvote 0

Read Answer Asked by Mike on November 02, 2023

• Estee Lauder Companies Inc. (The) (EL $118.76)
  • $118.76 Cap: $42.79B
  • View EL Profile
  • View Questions on EL
• Zoetis Inc. Class A (ZTS $124.94)
  • $124.94 P/E (TTM): 21.01X Cap: $55.06B
  • View ZTS Profile
  • View Questions on ZTS
• Invesco Solar ETF (TAN $53.69)
  • $53.69 P/E (TTM): 18.45X Cap: $1.37B
  • View TAN Profile
  • View Questions on TAN

Q: Wondering if these companies are Buy, Sell or Hold and why.
Thank you!

Upvote 0

Read Answer Asked by Neil on November 02, 2023

• Mettler-Toledo International Inc. (MTD $1,385.61)
  • $1,385.61 P/E (TTM): 34.29X Cap: $28.30B
  • View MTD Profile
  • View Questions on MTD

Q: This stock can't seem to find a floor. Would you still consider it a buy (and at what price?)

TIA!

Upvote 0

Read Answer Asked by Wayne on November 02, 2023

• Salesforce Inc. (CRM $210.81)
  • $210.81 P/E (TTM): 28.34X Cap: $197.52B
  • View CRM Profile
  • View Questions on CRM

Q: Hi , between CRM -ARM if you had to buy one which one would it be? And why?
Thanks. Alnoor

Upvote 0

Read Answer Asked by Alnoor on November 02, 2023

• Morgan Stanley (MS $185.10)
  • $185.10 P/E (TTM): 18.73X Cap: $290.52B
  • View MS Profile
  • View Questions on MS

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

Upvote 0

Read Answer Asked by Al on November 02, 2023

• Berkshire Hathaway Inc. (BRK.B $487.29)
  • $487.29 P/E (TTM): 15.37X Cap: $1.03T
  • View BRK.B Profile
  • View Questions on BRK.B

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.

Upvote 0

Read Answer Asked by Donald on November 02, 2023

• Veralto Corp (VLTO $101.48)
  • $101.48 P/E (TTM): 27.12X Cap: $25.19B
  • View VLTO Profile
  • View Questions on VLTO

Q: What do you think is a good price to top up an existing (underwater) position?

Upvote 0

Read Answer Asked by Wayne on November 02, 2023

• Freeport-McMoRan Inc. (FCX $60.76)
  • $60.76 P/E (TTM): 42.12X Cap: $87.24B
  • View FCX Profile
  • View Questions on FCX

Q: What’s with Freeport?

Upvote 0

Read Answer Asked by Gregory on November 01, 2023

• NET Power Inc. Class A (NPWR $2.34)
  • $2.34 Cap: $526M
  • View NPWR Profile
  • View Questions on NPWR

Q: Can I get your thoughts on this company please.

Thanks

Upvote 0

Read Answer Asked by Scott on November 01, 2023

• Adobe Inc. (ADBE $293.38)
  • $293.38 P/E (TTM): 17.88X Cap: $120.43B
  • View ADBE Profile
  • View Questions on ADBE
• Autodesk Inc. (ADSK $255.57)
  • $255.57 P/E (TTM): 49.1X Cap: $54.18B
  • View ADSK Profile
  • View Questions on ADSK
• Intuit Inc. (INTU $487.12)
  • $487.12 P/E (TTM): 34.27X Cap: $135.61B
  • View INTU Profile
  • View Questions on INTU
• Microsoft Corporation (MSFT $423.37)
  • $423.37 P/E (TTM): 30.6X Cap: $3.14T
  • View MSFT Profile
  • View Questions on MSFT
• Salesforce Inc. (CRM $210.81)
  • $210.81 P/E (TTM): 28.34X Cap: $197.52B
  • View CRM Profile
  • View Questions on CRM
• Oracle Corporation (ORCL $160.06)
  • $160.06 P/E (TTM): 38.1X Cap: $459.87B
  • View ORCL Profile
  • View Questions on ORCL
• ServiceNow Inc. (NOW $118.00)
  • $118.00 P/E (TTM): 17.18X Cap: $123.42B
  • View NOW Profile
  • View Questions on NOW

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

Upvote 0

Read Answer Asked by Savalai on November 01, 2023

• First Solar Inc. (FSLR $230.55)
  • $230.55 P/E (TTM): 17.31X Cap: $24.73B
  • View FSLR Profile
  • View Questions on FSLR

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

Upvote 0

Read Answer Asked by Wayne on November 01, 2023

• AeroVironment Inc. (AVAV $269.99)
  • $269.99 Cap: $13.47B
  • View AVAV Profile
  • View Questions on AVAV

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.

Upvote 0

Read Answer Asked by Ken on November 01, 2023

• Lumen Technologies Inc. (LUMN $8.93)
  • $8.93 Cap: $9.15B
  • View LUMN Profile
  • View Questions on LUMN

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!

Upvote 0

Read Answer Asked by Marc on November 01, 2023

• Northrop Grumman Corporation (NOC $685.02)
  • $685.02 P/E (TTM): 24.9X Cap: $97.21B
  • View NOC Profile
  • View Questions on NOC
• RTX Corporation (RTX $201.09)
  • $201.09 P/E (TTM): 41.26X Cap: $269.61B
  • View RTX Profile
  • View Questions on RTX

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.

Upvote 0

Read Answer Asked by Brian on November 01, 2023

• Citizens Financial Group Inc. (CFG $64.86)
  • $64.86 P/E (TTM): 17.64X Cap: $27.04B
  • View CFG Profile
  • View Questions on CFG

Q: Hi 5i
Any thoughts on CFG would be appreciated.

Thx
Gerry

Upvote 0

Read Answer Asked by Gerry on November 01, 2023

• Universal Display Corporation (OLED $118.14)
  • $118.14 P/E (TTM): 24.75X Cap: $5.61B
  • View OLED Profile
  • View Questions on OLED
• SBA Communications Corporation (SBAC $181.14)
  • $181.14 P/E (TTM): 23.19X Cap: $19.61B
  • View SBAC Profile
  • View Questions on SBAC
• Energy Recovery Inc. (ERII $14.95)
  • $14.95 P/E (TTM): 44.21X Cap: $776M
  • View ERII Profile
  • View Questions on ERII
• Atomera Incorporated (ATOM $2.77)
  • $2.77 Cap: $88M
  • View ATOM Profile
  • View Questions on ATOM
• DigitalBridge Group Inc. (DBRG $15.44)
  • $15.44 P/E (TTM): 81.0X Cap: $2.81B
  • View DBRG Profile
  • View Questions on DBRG

Q: Any of these businesses look interesting to you as a long term investment?
Thanks

Upvote 0

Read Answer Asked by Curtis on November 01, 2023