Investment Q&A

• Alphabet Inc. (GOOG $318.47)
  • $318.47 P/E (TTM): 29.58X Cap: $3.61T
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Q: Is it timely to buy Goog? Ai is the big game nowadays.What is a good entry point?.Txs for U usual great services & views

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Read Answer Asked by Peter on August 15, 2023

• Super Micro Computer Inc. (SMCI $33.32)
  • $33.32 P/E (TTM): 25.35X Cap: $19.21B
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Q: What do you think about SMCI’s valuation compared to growth for a three year hold here?

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Read Answer Asked by Michael on August 15, 2023

• Celsius Holdings Inc. (CELH $37.92)
  • $37.92 P/E (TTM): 354.45X Cap: $10.05B
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Q: Much appreciated for Celsius , Still feels like so much potential . How its Valuation ?
Monster has so much marketshare . Thoughts ?

Greg

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Read Answer Asked by Greg on August 14, 2023

• AbbVie Inc. (ABBV $229.51)
  • $229.51 P/E (TTM): 113.05X Cap: $417.59B
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• American Tower Corporation (REIT) (AMT $179.57)
  • $179.57 P/E (TTM): 28.64X Cap: $84.06B
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• Philip Morris International Inc (PM $151.06)
  • $151.06 P/E (TTM): 28.07X Cap: $235.14B
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• Bank of Nova Scotia (The) (BNS $93.96)
  • $93.96 P/E (TTM): 18.08X Cap: $116.65B
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• Enbridge Inc. (ENB $66.78)
  • $66.78 P/E (TTM): 25.85X Cap: $145.66B
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• Brookfield Renewable Partners L.P. (BEP.UN $40.13)
  • $40.13 Cap: $26.40B
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• North West Company Inc. (The) (NWC $48.32)
  • $48.32 P/E (TTM): 17.07X Cap: $2.30B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Exchange Income Corporation (EIF $76.07)
  • $76.07 P/E (TTM): 28.38X Cap: $4.16B
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• Blackstone Inc. (BX $141.42)
  • $141.42 P/E (TTM): 40.88X Cap: $104.43B
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• Extra Space Storage Inc (EXR $130.35)
  • $130.35 P/E (TTM): 29.41X Cap: $27.90B
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• Permian Basin Royalty Trust (PBT $18.55)
  • $18.55 P/E (TTM): 54.01X Cap: $840M
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• British American Tobacco p.l.c. (BTI $54.78)
  • $54.78 P/E (TTM): 31.08X Cap: $121.23B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.73)
  • $71.73 P/E (TTM): 31.52X Cap: $115.53B
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Q: Hello,

I'm hoping you might be able to steer me towards several suitable, longer term, investments.

If you were assembling a portfolio of equity investments today, from which you REQUIRED an overall average yield of at least 4%, with a further need for that yield to either keep pace with or to outpace the rate of inflation in coming years; which 5 Canadian and which 5 USA equities would you select to include within your portfolio?

1) Independent of any consideration of a desire for diversity of sector?

2) If diversity were to be considered to be of importance?

Please deduct as many question credits as you feel may be appropriate.

Thank you!

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Read Answer Asked by Richard on August 14, 2023

• GameStop Corporation (GME $20.49)
  • $20.49 P/E (TTM): 25.18X Cap: $9.91B
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Q: This one is all over the place over the last few months, I am thinking of taking a chance on this. Any opinion on where it is going
Thanks

JIm

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Read Answer Asked by Jim on August 14, 2023

• Pliant Therapeutics Inc. (PLRX $1.57)
  • $1.57 Cap: $92M
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Q: Based on your previous comments on Pliant Therapeutics could you please give an opinion on recent earnings and looking forward for the stock and the market they serve. Thank you

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Read Answer Asked by James on August 14, 2023

• Crocs Inc. (CROX $80.33)
  • $80.33 P/E (TTM): 26.53X Cap: $4.22B
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Q: Since January, excluding a couple of spikes, crocs share price has been heading down. From a momentum perspective, would you see this as a sell signal? Thanks

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Read Answer Asked by Martin on August 14, 2023

• Valero Energy Corporation (VLO $174.37)
  • $174.37 P/E (TTM): 35.47X Cap: $52.90B
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Q: Good day may I have your thoughts on VLO
Again thanks

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Read Answer Asked by George on August 14, 2023

• Alphabet Inc. (GOOG $318.47)
  • $318.47 P/E (TTM): 29.58X Cap: $3.61T
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• Kinaxis Inc. (KXS $175.83)
  • $175.83 P/E (TTM): 103.96X Cap: $4.93B
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Q: Hi 5i - which company do you like better for a 10+ year hold today?

Thanks, Neil

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Read Answer Asked by Neil on August 14, 2023

• American Tower Corporation (REIT) (AMT $179.57)
  • $179.57 P/E (TTM): 28.64X Cap: $84.06B
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• General Motors Company (GM $71.00)
  • $71.00 P/E (TTM): 13.55X Cap: $66.95B
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• International Paper Company (IP $37.59)
  • $37.59 Cap: $19.84B
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• Marathon Petroleum Corporation (MPC $190.18)
  • $190.18 P/E (TTM): 27.67X Cap: $57.16B
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• Steel Dynamics Inc. (STLD $161.19)
  • $161.19 P/E (TTM): 20.84X Cap: $22.64B
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• U-Haul Holding Co Com (UHAL $50.51)
  • $50.51 P/E (TTM): 77.94X Cap: $9.91B
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Q: Name 5 US and 5 Canadian stocks which are severely undervalued with room to shine in 3-5 years.

Is AMT such a company?

Upvote 1

Read Answer Asked by V on August 14, 2023

• Copart Inc. (CPRT $38.91)
  • $38.91 P/E (TTM): 26.8X Cap: $39.41B
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Q: Hi,
Copart is splitting 2-1 . I would like to buy in should I wait after the split? Thanks
Alnoor

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Read Answer Asked by Alnoor on August 11, 2023

• Ramaco Resources Inc. (METC $16.47)
  • $16.47 Cap: $1.09B
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Q: Given the Q2 earnings that 'missed' badly'would you avoid Ramaco stock or is there still some potential. If so, at what price range would you consider it a 'buy'?
With appreciation,
Ed

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Read Answer Asked by Ed on August 11, 2023

• BlackLine Inc. (BL $56.24)
  • $56.24 P/E (TTM): 49.42X Cap: $3.26B
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Q: Please comment on Q results released on Aug 8.One source said Eps beat estimates,while one say no. Please clarify.Today dropped 6.76% to $48.93.Any reason?Add,Hold or Sell Txs for u usual great services & views

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Read Answer Asked by Peter on August 11, 2023

Q: What are the long time prospects for NRIX

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Read Answer Asked by Thomas on August 11, 2023

• ChargePoint Holdings Inc. (CHPT $7.57)
  • $7.57 Cap: $183M
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Q: Could I please get your thoughts on Chargepoint as a long term holding. Also, who are their main competitors? What are their biggest risks and can they manage their debt? Thank you.

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Read Answer Asked by Toge on August 11, 2023

• Salesforce Inc. (CRM $226.82)
  • $226.82 P/E (TTM): 33.01X Cap: $215.93B
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Q: CRM's share price has tumbled a bit in the last few days...any news or explanation for what is going on?


Thank you fro your excellent assistance

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Read Answer Asked by Leonard on August 11, 2023

• Illumina Inc. (ILMN $125.96)
  • $125.96 P/E (TTM): 28.54X Cap: $18.92B
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Q: Good morning 5i,

Can I get your take on ILMN earnings? Is the drop in the stock a buying opportunity? Seems like growth has slowed - is that correct? Long-term, is there something to worry about?

Thank you,

Upvote 0

Read Answer Asked by Doris on August 10, 2023

• AbbVie Inc. (ABBV $229.51)
  • $229.51 P/E (TTM): 113.05X Cap: $417.59B
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• Johnson & Johnson (JNJ $206.05)
  • $206.05 P/E (TTM): 19.68X Cap: $496.23B
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• Eli Lilly and Company (LLY $1,070.16)
  • $1,070.16 P/E (TTM): 51.84X Cap: $1T
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• Thermo Fisher Scientific Inc (TMO $586.07)
  • $586.07 P/E (TTM): 33.94X Cap: $220.72B
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• UnitedHealth Group Incorporated (DE) (UNH $319.05)
  • $319.05 P/E (TTM): 16.69X Cap: $289.84B
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• Novo Nordisk A/S (NVO $44.97)
  • $44.97 P/E (TTM): 13.57X Cap: $363.68B
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• iShares U.S. Medical Devices ETF (IHI $63.35)
  • $63.35 P/E (TTM): 27.61X Cap: $4.21B
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• iShares U.S. Healthcare Providers ETF (IHF $48.21)
  • $48.21 P/E (TTM): 20.71X Cap: $748M
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Q: Hi,
I would like to put some money in US healthcare. What do you think of these ideas?Would you pick one or a couple?

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Read Answer Asked by Rachel on August 10, 2023

• Computer Task Group Incorporated (CTG)
  • P/E (TTM): 307.85X Cap: $168M
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Q: Any thoughts on the announced buyout on CTG? This was a Contra the Heard purchase from WAY back and I'm considering just selling now as it is trading $0.30 below the $10.50 buyout price.

Any feel if another offer may surface? Thanks.

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Read Answer Asked by Mike on August 10, 2023

• AbbVie Inc. (ABBV $229.51)
  • $229.51 P/E (TTM): 113.05X Cap: $417.59B
  • View ABBV Profile
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• Eli Lilly and Company (LLY $1,070.16)
  • $1,070.16 P/E (TTM): 51.84X Cap: $1T
  • View LLY Profile
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• Thermo Fisher Scientific Inc (TMO $586.07)
  • $586.07 P/E (TTM): 33.94X Cap: $220.72B
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Q: I have room for another heath care stock. I already have ABBV at full weighting. Do you still like it? If yes, can you suggest another stock in the US that would compliment it and a brief reason why you like it. If no, then which two other health care stocks do you recommend?

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Read Answer Asked by Steven on August 10, 2023