Investment Q&A

• Intel Corporation (INTC $34.50)
  • $34.50 P/E (TTM): 3511.0X Cap: $147.15B
  • View INTC Profile
  • View Questions on INTC
• Honeywell International Inc. (HON $190.02)
  • $190.02 P/E (TTM): 20.08X Cap: $119.44B
  • View HON Profile
  • View Questions on HON
• STMicroelectronics N.V. (STM $21.97)
  • $21.97 P/E (TTM): 13.46X Cap: $19.04B
  • View STM Profile
  • View Questions on STM
• Ericsson (ERIC $9.40)
  • $9.40 P/E (TTM): 0.5X Cap: $17.11B
  • View ERIC Profile
  • View Questions on ERIC

Q: Can I have your best ideas for industrial powerhouses that play in smart infrastructure

Upvote 0

Read Answer Asked by Kyle on May 18, 2023

• TJX Companies Inc. (The) (TJX $151.43)
  • $151.43 P/E (TTM): 33.21X Cap: $164.79B
  • View TJX Profile
  • View Questions on TJX

Q: Can you comment on their earnings and your opinion of the company and its outlook? Thanks.

Upvote 0

Read Answer Asked by Michael on May 17, 2023

• Home Depot Inc. (The) (HD $343.32)
  • $343.32 P/E (TTM): 22.74X Cap: $341.73B
  • View HD Profile
  • View Questions on HD

Q: I've been interested in HD for a while...what are your thoughts post-earnings and is a an almost 19x forward p/e multiple still too expensive? What do you feel would be a good entry point? Thanks.

Upvote 0

Read Answer Asked by Michael on May 17, 2023

• PayPal Holdings Inc. (PYPL $60.57)
  • $60.57 P/E (TTM): 12.09X Cap: $54.36B
  • View PYPL Profile
  • View Questions on PYPL
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.40)
  • $15.40 Cap: $2.06B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Gen Digital Inc Com (NLOK)
  • P/E (TTM): 15.5X Cap: $14.41B
  • View NLOK Profile
  • View Questions on NLOK

Q: We are bombarded with the negatives of going long with, PYPL, NLOK and LSPD, can you please highlight some of the positives, that argue for considering some or all three of these, thanks so much!

Upvote 1

Read Answer Asked by MG on May 17, 2023

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: Hello 5I
I would like your opinion on SQ, if it’s worth while hanging in or just move on. I’m in the red and wonder if I can put the money to better use.
Thanks
Maurice

Upvote 0

Read Answer Asked by Maurice on May 17, 2023

• Intuit Inc. (INTU $663.15)
  • $663.15 P/E (TTM): 47.59X Cap: $177.72B
  • View INTU Profile
  • View Questions on INTU

Q: Your thoughts on buying Intuit and is it a good time to buy at this price

Upvote 0

Read Answer Asked by Nick on May 17, 2023

• Ballard Power Systems Inc. (BLDP $3.84)
  • $3.84 Cap: $1.13B
  • View BLDP Profile
  • View Questions on BLDP
• Plug Power Inc. (PLUG $1.98)
  • $1.98 Cap: $2.62B
  • View PLUG Profile
  • View Questions on PLUG
• Bloom Energy Corporation Class A (BE $89.99)
  • $89.99 Cap: $22.08B
  • View BE Profile
  • View Questions on BE
• FuelCell Energy Inc. (FCEL $6.24)
  • $6.24 Cap: $299M
  • View FCEL Profile
  • View Questions on FCEL

Q: what are your best suggestions for an investment in hydrogen energy? Are any profitable?

Upvote 1

Read Answer Asked by hal on May 16, 2023

• Duke Energy Corporation (Holding Company) (DUK $122.80)
  • $122.80 P/E (TTM): 19.3X Cap: $95.29B
  • View DUK Profile
  • View Questions on DUK
• NextEra Energy Inc. (NEE $83.48)
  • $83.48 P/E (TTM): 26.84X Cap: $173.85B
  • View NEE Profile
  • View Questions on NEE
• Southern Company (The) (SO $89.27)
  • $89.27 P/E (TTM): 22.15X Cap: $97.52B
  • View SO Profile
  • View Questions on SO

Q: What are the best utilities companies in the US to buy now. I am not interested in the limited partnerships.

Upvote 0

Read Answer Asked by Mirjana on May 16, 2023

• Edwards Lifesciences Corporation (EW $85.13)
  • $85.13 P/E (TTM): 37.08X Cap: $48.79B
  • View EW Profile
  • View Questions on EW
• Exact Sciences Corporation (EXAS $100.90)
  • $100.90 Cap: $19.07B
  • View EXAS Profile
  • View Questions on EXAS

Q: I own both of these stocks and was considering consolidation, but only if there's some sense in doing so. The market liked the EXAS results. Are they different enough that owning both is fine? If only one, which one is better long term?

Upvote 0

Read Answer Asked by Brendan on May 16, 2023

• NeoGames S.A. (NGMS)
  • Cap: $993M
  • View NGMS Profile
  • View Questions on NGMS

Q: I'm thinking of selling my shares immediately at a small discount as it appears there can be no new bidders due to ;
"61% of NeoGames’ outstanding shares, have executed a support agreement with Aristocrat pursuant to which they have irrevocably agreed to vote in favor of the Transaction."
Your opinion please.

Upvote 0

Read Answer Asked by sandy on May 16, 2023

• AAON Inc. (AAON $91.52)
  • $91.52 P/E (TTM): 75.31X Cap: $7.50B
  • View AAON Profile
  • View Questions on AAON
• Interparfums Inc. (IPAR $80.61)
  • $80.61 P/E (TTM): 15.62X Cap: $2.80B
  • View IPAR Profile
  • View Questions on IPAR

Q: Which of AAON or IPAR do you prefer?

Upvote 1

Read Answer Asked by Patrick on May 16, 2023

Q: Peter, could I get your analysis of this company?

Many thanks for your great service.

David

Upvote 0

Read Answer Asked by David on May 16, 2023

• Honeywell International Inc. (HON $190.02)
  • $190.02 P/E (TTM): 20.08X Cap: $119.44B
  • View HON Profile
  • View Questions on HON
• ABB Ltd. (ABBNY $67.79)
  • $67.79 P/E (TTM): 33.62X Cap: $124.18B
  • View ABBNY Profile
  • View Questions on ABBNY

Q: Hi 5i. ABB is delisting in NewYork. Debating if I should keep or sell the stock. What would be the approximate cost for selling or buying the stock on the Swiss exchange? What are US or CDN companies comparable to ABB that you like and have confidence in. Best regards.

Upvote 0

Read Answer Asked by Donald on May 16, 2023

Q: Tingo had a huge beat today and the stock was up over 16%. It is small but do you think it is worth picking up some shares? It has had a fair bit of exposure lately.Thanks, Lesley

Upvote 0

Read Answer Asked by Lesley on May 16, 2023

• Fidus Investment Corporation (FDUS $19.43)
  • $19.43 P/E (TTM): 8.17X Cap: $719M
  • View FDUS Profile
  • View Questions on FDUS

Q: Do you have any insight as to how this BDC’s distribution is taxed in a Canadian taxable account? And is any of it ROC? Thanks!

Upvote 1

Read Answer Asked by Michael on May 15, 2023

• Mettler-Toledo International Inc. (MTD $1,452.35)
  • $1,452.35 P/E (TTM): 35.07X Cap: $28.58B
  • View MTD Profile
  • View Questions on MTD

Q: Hi 5i,

Could you give some commentary on MTD's latest results? Do you think it's still has good growth potential and is it buyable at current prices?

TIA

Upvote 0

Read Answer Asked by Wayne on May 15, 2023

• Toast Inc. Class A (TOST $33.95)
  • $33.95 P/E (TTM): 77.17X Cap: $19.16B
  • View TOST Profile
  • View Questions on TOST

Q: Everyone, appreciate your comments on latest quarter. Clayton

Upvote 0

Read Answer Asked by Clayton on May 15, 2023

• JELD-WEN Holding Inc. (JELD $2.23)
  • $2.23 Cap: $154M
  • View JELD Profile
  • View Questions on JELD

Q: Good morning folks. Can you tell me more about this stock please. It is soaring. Is it worth buying? Also it is not in your coverage list..much thanks.

Upvote 0

Read Answer Asked by El-ann on May 15, 2023

• JPMorgan Chase & Co. (JPM $298.02)
  • $298.02 P/E (TTM): 15.01X Cap: $812.26B
  • View JPM Profile
  • View Questions on JPM
• FIRST REPUBLIC BANK (FRC)
  • P/E (TTM): 21.1X Cap: $653M
  • View FRC Profile
  • View Questions on FRC

Q: First Republic Bank was taken over by JP Morgan Chase. Now my watchlist shows some shares listed as FRCB and these shares have been slowly climbing from .30's to a current price of .4679 US. Please explain what these FRCB shares are.
Thank you. Gordo

Upvote 0

Read Answer Asked by gord on May 15, 2023

• Intuitive Surgical Inc. (ISRG $561.61)
  • $561.61 P/E (TTM): 74.59X Cap: $197.96B
  • View ISRG Profile
  • View Questions on ISRG
• Johnson & Johnson (JNJ $203.90)
  • $203.90 P/E (TTM): 19.55X Cap: $491.06B
  • View JNJ Profile
  • View Questions on JNJ
• Pfizer Inc. (PFE $25.04)
  • $25.04 P/E (TTM): 13.23X Cap: $138.73B
  • View PFE Profile
  • View Questions on PFE

Q: i have the three health care stocks. i want to reduceto only .two
Which i the one i eed to let go

Upvote 0

Read Answer Asked by thambirajah on May 15, 2023