Investment Q&A

• InMode Ltd. (INMD $14.61)
  • $14.61 Cap: $1B
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Q: Hi, could you please give your opinion on INMD results? Thanks!

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Read Answer Asked by Kel on May 03, 2023

• NVIDIA Corporation (NVDA $193.80)
  • $193.80 P/E (TTM): 56.71X Cap: $4.69T
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Q: Hi,
NVDA has had such a terrific run. One of those stocks that makes me say could have would have and should have!

What is your take on NVDA going forward?
What would be a good entry point IF a big IF it corrects! Worth Selling a cash covered put?

Many thanks.
Mano.

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Read Answer Asked by Savalai on May 02, 2023

• XPEL Inc. (XPEL $40.15)
  • $40.15 P/E (TTM): 22.87X Cap: $1.07B
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Q: XPEL missed 4th quarter 02/27/2023. It came in below estimates of .44. 1st quarter 05/09/2023 estimates are lower being .37. What is your opinion on this stock beating expectations this quarter? Thank you. Your advice is appreciated.

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Read Answer Asked by Dennis on May 02, 2023

• Cisco Systems Inc. (CSCO $73.96)
  • $73.96 P/E (TTM): 28.27X Cap: $283.48B
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• QUALCOMM Incorporated (QCOM $176.67)
  • $176.67 P/E (TTM): 34.25X Cap: $186.33B
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Q: Hi 5i
I like the (relative) stability of CSCO but I like the growth prospects of QCOM. I own both at near enough equal weights in an over-diversified portfolio.
Would you leave well enough alone at this time with these two or would you tilt the scales to increase QCOM and decrease CSCO a little?
Thanks

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Read Answer Asked by mike on May 02, 2023

• Keysight Technologies Inc. (KEYS $184.05)
  • $184.05 P/E (TTM): 58.26X Cap: $31.63B
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Q: Hello 5i

I currently own KEYS and still up 50% or so even after the recent negative momentum.
Do you have a view on the negative momentum - does it look overdone and would you leave well enough alone, buy more or sell given the recent drop ?
Thanks

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Read Answer Asked by mike on May 02, 2023

• TE Connectivity plc (TEL $246.32)
  • $246.32 P/E (TTM): 50.67X Cap: $72.71B
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Q: Hello,
I would appreciate hearing your current thoughts on TE Connectivity, TEL. Do you like the company? Please comment on TEL's performance and it's prospects over the next year?
Thanks,
Patrick

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Read Answer Asked by Patrick on May 02, 2023

• Proto Labs Inc. (PRLB $49.83)
  • $49.83 P/E (TTM): 80.11X Cap: $1.17B
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• Xometry Inc. (XMTR $65.66)
  • $65.66 Cap: $3.21B
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Q: XMTR Good upside potential? Is there another company in the same industry that you prefer?
Thanks

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Read Answer Asked by Curtis on May 02, 2023

• Corning Incorporated (GLW $89.01)
  • $89.01 P/E (TTM): 56.05X Cap: $75.38B
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Q: Not too many questions about GLW... How do you view it today? Your last comments were in 2021...

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Read Answer Asked by Francois on May 02, 2023

• InMode Ltd. (INMD $14.61)
  • $14.61 Cap: $1B
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Q: Peter; What didn’t the market like of their earnings? Thanks
Rod

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Read Answer Asked by Rodney on May 02, 2023

• MEDIFAST INC (MED $11.63)
  • $11.63 P/E (TTM): 35.73X Cap: $128M
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Q: Can I have your opinion on the latest results?

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Read Answer Asked by Nick on May 02, 2023

• Dollar Tree Inc. (DLTR $106.18)
  • $106.18 Cap: $21.61B
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• Dollar General Corporation (DG $104.21)
  • $104.21 P/E (TTM): 18.59X Cap: $22.90B
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• Waste Management Inc. (WM $203.80)
  • $203.80 P/E (TTM): 31.52X Cap: $81.89B
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• Waste Connections Inc. (WCN $236.50)
  • $236.50 P/E (TTM): 69.16X Cap: $60.91B
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Q: I have some US cash I'm looking to invest in a company that I feel would fair ok in a recession. What are your thoughts on Waste Management and Dollar General? Are there competitor's in their respective sector's you would prefer?

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Read Answer Asked by Chris on May 02, 2023

• NVIDIA Corporation (NVDA $193.80)
  • $193.80 P/E (TTM): 56.71X Cap: $4.69T
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• Salesforce Inc. (CRM $246.02)
  • $246.02 P/E (TTM): 35.13X Cap: $232.76B
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Q: Hi There,

Do you think both these have run up too fast and one should wait for a pull back or are they buyable here for long term hold?

Thanks!
Rob

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Read Answer Asked by Robert on May 01, 2023

• Amazon.com Inc. (AMZN $244.20)
  • $244.20 P/E (TTM): 35.08X Cap: $2.66T
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Q: Hi 5i, can I have your opinion of their latest results? It appears market didn't like forward guidance on the cloud segment. Also would you buy this stock today?

Thx

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Read Answer Asked by Christopher on May 01, 2023

• Ecolab Inc. (ECL $261.06)
  • $261.06 P/E (TTM): 37.2X Cap: $74.22B
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• Xylem Inc. New (XYL $149.87)
  • $149.87 P/E (TTM): 38.93X Cap: $36.46B
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• Stantec Inc. (STN $151.04)
  • $151.04 P/E (TTM): 39.42X Cap: $17.22B
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• American Water Works Company Inc. (AWK $129.77)
  • $129.77 P/E (TTM): 22.66X Cap: $25.36B
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Q: can you suggest some good CAD and US listed stocks that have good exposure to the water theme that I can do some further research on. It seems water is a very precious commodity with our changing climate issues.

thanks

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Read Answer Asked by Ian on May 01, 2023

• Texas Instruments Incorporated (TXN $163.09)
  • $163.09 P/E (TTM): 29.3X Cap: $145.13B
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• The Walt Disney Company (DIS $116.65)
  • $116.65 P/E (TTM): 17.56X Cap: $206.49B
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• Lowe's Companies Inc. (LOW $234.70)
  • $234.70 P/E (TTM): 19.12X Cap: $131.98B
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• PepsiCo Inc. (PEP $144.39)
  • $144.39 P/E (TTM): 27.11X Cap: $198.37B
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• Philip Morris International Inc (PM $155.56)
  • $155.56 P/E (TTM): 28.04X Cap: $244.08B
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• Verizon Communications Inc. (VZ $40.80)
  • $40.80 P/E (TTM): 8.51X Cap: $171.60B
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• T-Mobile US Inc. (TMUS $212.68)
  • $212.68 P/E (TTM): 19.81X Cap: $237.88B
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Q: Hi 5i,
I am turning 72 and moving from an RRSP to a RIF and think this portfolio should be more orientated towards income.

In that light I wonder if you could suggest some replacement stocks for the non dividend paying TMUS and DIS on the US side of my RIF? Thanks as usual for you help.
David

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Read Answer Asked by David on May 01, 2023

• Abbott Laboratories (ABT $128.82)
  • $128.82 P/E (TTM): 15.8X Cap: $220.83B
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• CVS Health Corporation (CVS $80.26)
  • $80.26 P/E (TTM): 204.05X Cap: $101.38B
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• Johnson & Johnson (JNJ $194.39)
  • $194.39 P/E (TTM): 18.19X Cap: $466.80B
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• Eli Lilly and Company (LLY $1,017.78)
  • $1,017.78 P/E (TTM): 47.29X Cap: $934.62B
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• Pfizer Inc. (PFE $25.87)
  • $25.87 P/E (TTM): 12.97X Cap: $145.04B
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• UnitedHealth Group Incorporated (DE) (UNH $339.06)
  • $339.06 P/E (TTM): 16.78X Cap: $296.61B
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• iShares Global Healthcare ETF (IXJ $96.31)
  • $96.31 P/E (TTM): 25.9X Cap: $4.28B
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• Health Care Select Sector SPDR (XLV $152.82)
  • $152.82 P/E (TTM): 23.11X Cap: $38.55B
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Q: I hold JNJ, PFE and CVS in the health care sector. Are JNJ and PFE sufficiently different to warrant holding both? Would you recommend an alternative (and for which one)?

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Read Answer Asked by Benjamin on May 01, 2023

• Costco Wholesale Corporation (COST $914.00)
  • $914.00 P/E (TTM): 65.73X Cap: $405B
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Q: Where do you see Costco in the near future? I think we all know they have a good moat and successful business model but I’m concerned they will be hit by consumer slowdowns and they are already pricey. Their recent past is frequent oscillation in a range.

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Read Answer Asked by Peter on May 01, 2023

• Allegiant Travel Company (ALGT $69.07)
  • $69.07 Cap: $1.22B
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Q: What is your opinion on Allegiant Travel? I have a small position which has been a long term under performer and am considering exiting.

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Read Answer Asked by Andrew on April 30, 2023

• Cloudflare Inc. Class A (NET $225.68)
  • $225.68 Cap: $82.29B
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Q: Can you please tell me what you think of Net’s earnings

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Read Answer Asked by Mike on April 29, 2023

Q: Envala Corp. ELA:NYSE what is your opinion on this company?

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Read Answer Asked by Craig on April 29, 2023