Investment Q&A

• Estee Lauder Companies Inc. (The) (EL $100.95)
  • $100.95 Cap: $34.83B
  • View EL Profile
  • View Questions on EL
• Zoetis Inc. Class A (ZTS $127.52)
  • $127.52 P/E (TTM): 21.33X Cap: $55.84B
  • View ZTS Profile
  • View Questions on ZTS
• Invesco Solar ETF (TAN $57.45)
  • $57.45 P/E (TTM): 18.45X Cap: $1.42B
  • 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 $1,379.66)
  • $1,379.66 P/E (TTM): 34.7X Cap: $28.24B
  • 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 $189.80)
  • $189.80 P/E (TTM): 26.63X Cap: $178B
  • 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 $180.20)
  • $180.20 P/E (TTM): 18.45X Cap: $279.46B
  • 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 $505.96)
  • $505.96 P/E (TTM): 16.11X Cap: $1.08T
  • 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 $90.03)
  • $90.03 P/E (TTM): 25.04X Cap: $22.54B
  • 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 $60.75)
  • $60.75 P/E (TTM): 43.26X Cap: $85.03B
  • 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 $2.11)
  • $2.11 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 $266.72)
  • $266.72 P/E (TTM): 17.06X Cap: $110.58B
  • View ADBE Profile
  • View Questions on ADBE
• Autodesk Inc. (ADSK $240.34)
  • $240.34 P/E (TTM): 47.26X Cap: $50.46B
  • View ADSK Profile
  • View Questions on ADSK
• Intuit Inc. (INTU $444.91)
  • $444.91 P/E (TTM): 30.61X Cap: $121.07B
  • View INTU Profile
  • View Questions on INTU
• Microsoft Corporation (MSFT $399.70)
  • $399.70 P/E (TTM): 29.46X Cap: $2.92T
  • View MSFT Profile
  • View Questions on MSFT
• Salesforce Inc. (CRM $189.80)
  • $189.80 P/E (TTM): 26.63X Cap: $178B
  • View CRM Profile
  • View Questions on CRM
• Oracle Corporation (ORCL $141.09)
  • $141.09 P/E (TTM): 33.95X Cap: $392.25B
  • View ORCL Profile
  • View Questions on ORCL
• ServiceNow Inc. (NOW $101.28)
  • $101.28 P/E (TTM): 16.31X Cap: $107.35B
  • 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 $217.65)
  • $217.65 P/E (TTM): 18.27X Cap: $25.14B
  • 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 $257.78)
  • $257.78 Cap: $11.82B
  • 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 $8.05)
  • $8.05 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 $706.93)
  • $706.93 P/E (TTM): 24.81X Cap: $98.84B
  • View NOC Profile
  • View Questions on NOC
• RTX Corporation (RTX $199.31)
  • $199.31 P/E (TTM): 40.4X Cap: $262.75B
  • 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 $68.10)
  • $68.10 P/E (TTM): 18.66X 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 $120.46)
  • $120.46 P/E (TTM): 25.53X Cap: $5.37B
  • View OLED Profile
  • View Questions on OLED
• SBA Communications Corporation (SBAC $180.16)
  • $180.16 P/E (TTM): 23.28X Cap: $19.61B
  • View SBAC Profile
  • View Questions on SBAC
• Energy Recovery Inc. (ERII $15.56)
  • $15.56 P/E (TTM): 45.39X Cap: $793M
  • View ERII Profile
  • View Questions on ERII
• Atomera Incorporated (ATOM $2.55)
  • $2.55 Cap: $78M
  • View ATOM Profile
  • View Questions on ATOM
• DigitalBridge Group Inc. (DBRG $15.41)
  • $15.41 P/E (TTM): 81.32X 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

• Encore Wire Corporation (WIRE)
  • P/E (TTM): 15.22X
  • View WIRE Profile
  • View Questions on WIRE

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

Upvote 1

Read Answer Asked by James on November 01, 2023

• Li-Cycle Holdings Corp. (LICY)
  • Cap: $37M
  • View LICY Profile
  • View Questions on LICY

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!!

Upvote 0

Read Answer Asked by Brian on November 01, 2023

• AeroVironment Inc. (AVAV $257.78)
  • $257.78 Cap: $11.82B
  • View AVAV Profile
  • View Questions on AVAV
• Kratos Defense & Security Solutions Inc. (KTOS $93.23)
  • $93.23 P/E (TTM): 702.54X Cap: $14.39B
  • View KTOS Profile
  • View Questions on KTOS

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.

Upvote 1

Read Answer Asked by Ken on November 01, 2023

• Intuitive Surgical Inc. (ISRG $489.44)
  • $489.44 P/E (TTM): 63.21X Cap: $169.15B
  • View ISRG Profile
  • View Questions on ISRG
• Edwards Lifesciences Corporation (EW $78.24)
  • $78.24 P/E (TTM): 34.38X Cap: $45.32B
  • View EW Profile
  • View Questions on EW
• Eli Lilly and Company (LLY $1,057.00)
  • $1,057.00 P/E (TTM): 54.16X Cap: $965.08B
  • View LLY Profile
  • View Questions on LLY
• Shockwave Medical Inc. (SWAV)
  • P/E (TTM): 85.33X
  • View SWAV Profile
  • View Questions on SWAV

Q: Is the decline over the last three months related to the general decline of higher growth stocks? And what do you think of the recent results that led to a big drop last week? I'm wondering if it's still a good long-term hold or if not, is there another health care stock in the higher risk, higher growth category that you like more?

Upvote 0

Read Answer Asked by Brendan on November 01, 2023

• Intuitive Surgical Inc. (ISRG $489.44)
  • $489.44 P/E (TTM): 63.21X Cap: $169.15B
  • View ISRG Profile
  • View Questions on ISRG

Q: what are 3 key metrics you use to value ISRG? how do these 3 current metrics compare to ISRG,s. 5 year averages? thanks Richard

Upvote 0

Read Answer Asked by richard on October 31, 2023