Investment Q&A

• Adobe Inc. (ADBE $242.77)
  • $242.77 P/E (TTM): 13.99X Cap: $95.27B
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• Intuit Inc. (INTU $382.40)
  • $382.40 P/E (TTM): 24.04X Cap: $101.43B
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• Oracle Corporation (ORCL $171.37)
  • $171.37 P/E (TTM): 29.25X Cap: $468.79B
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• ServiceNow Inc. (NOW $93.41)
  • $93.41 P/E (TTM): 53.27X Cap: $90.96B
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Q: Which of these would you suggest for a good balance of growth vs risk?

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Read Answer Asked by Graeme on September 11, 2023

• Dominion Energy Inc. (D $62.67)
  • $62.67 P/E (TTM): 18.25X Cap: $55.99B
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Q: Hold this loser in a RSP account in a drip mode. Long time holder starting to drop below break-even. Time to sell? Thx Ron

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Read Answer Asked by Ronald on September 11, 2023

• NexGen Energy Ltd. (NXE $16.98)
  • $16.98 Cap: $10.86B
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• Cameco Corporation (CCO $163.99)
  • $163.99 P/E (TTM): 178.67X Cap: $69.62B
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• Uranium Energy Corp. (UEC $14.95)
  • $14.95 Cap: $6.83B
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Q: What are your favorite Uranium plays for the next 3-5 yrs as countries relook at Nuclear ? Also, what are your specific thoughts on Centrus LEU ? Thank you.

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Read Answer Asked by Paul on September 11, 2023

• Coca-Cola Company (The) (KO $74.84)
  • $74.84 P/E (TTM): 25.13X Cap: $326.68B
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Q: Do you still feel that Coca-Cola can be owned forever? I bought it in July and have watched it slowly trend down.

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Read Answer Asked by Lesley on September 11, 2023

• QUALCOMM Incorporated (QCOM $133.39)
  • $133.39 P/E (TTM): 26.46X Cap: $141.74B
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Q: Hi 5I
Thoughts on QCOM and its recent negative momentum please.

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Read Answer Asked by mike on September 11, 2023

• Lantheus Holdings Inc. (LNTH $82.87)
  • $82.87 P/E (TTM): 24.09X Cap: $5.37B
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Q: Hi 5i
Your recent answer regarding LNTH piqued my interest. Why does it seem like a hated company currently?

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Read Answer Asked by mike on September 11, 2023

• Symbotic Inc. (SYM $59.66)
  • $59.66 Cap: $34.05B
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Q: With the drop in price today of over 7 percent would you think it is an ok time to purchase some shares?

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Read Answer Asked by Lesley on September 08, 2023

• Microsoft Corporation (MSFT $406.29)
  • $406.29 P/E (TTM): 24.04X Cap: $2.91T
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• SentinelOne Inc. Class A (S $13.01)
  • $13.01 Cap: $4.33B
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• CrowdStrike Holdings Inc. (CRWD $405.12)
  • $405.12 Cap: $101.06B
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Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.

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Read Answer Asked by Michael on September 08, 2023

• Lamb Weston Holdings Inc. (LW $43.47)
  • $43.47 P/E (TTM): 19.85X Cap: $6.03B
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Q: Could I have your assessment of Lamb Weston? ROE looks attractive but would debt be a danger here? Thank you.

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Read Answer Asked by Harvey on September 08, 2023

• AMC Entertainment Holdings Inc. Class A (AMC $1.54)
  • $1.54 Cap: $897M
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Q: What is your current view of AMC Entertainment. Will this season's blockbusters lift it back to profitability?
Thank you, Hugh

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Read Answer Asked by Hugh on September 08, 2023

• Darling Ingredients Inc. (DAR $58.49)
  • $58.49 P/E (TTM): 157.46X Cap: $9.72B
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Q: Hi 5i,
Thanks for the great work. Can I please ask your opinion of Darling Ingredients?

The company has come up in a few articles recently. Thank you!

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Read Answer Asked by Greg on September 08, 2023

• Pfizer Inc. (PFE $27.19)
  • $27.19 P/E (TTM): 20.1X Cap: $154.21B
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Q: Pfe is in a downward trend from 1 yr H $50.37 to current price $34.28.Add,Hold or Sell. Please comment. Txs for U usual great services & views

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Read Answer Asked by Peter on September 08, 2023

• Lantheus Holdings Inc. (LNTH $82.87)
  • $82.87 P/E (TTM): 24.09X Cap: $5.37B
  • View LNTH Profile
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Q: I am considering a position in this company but have concerns of negative momentum. Would you suggest waiting for upward momentum or how are you viewing LNTH currently?

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Read Answer Asked by Harry on September 08, 2023

• Codexis Inc. (CDXS $2.43)
  • $2.43 Cap: $200M
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Q: Any chance this company can turn things around or is it on the brink of bankruptcy?
Thanks

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Read Answer Asked by Curtis on September 08, 2023

• Apple Inc. (AAPL $260.94)
  • $260.94 P/E (TTM): 32.81X Cap: $3.79T
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Q: Is AAPL price expected to fall further? I sold off 10% a week ago. It went back up to $189 but down again 4% overnight to USD 176 due to China not approving iPhones as work phones.

Would it make sense to sell AAPL stock now and buy it again when the price stabilizes? What would be a decent entry price for AAPL?

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Read Answer Asked by V on September 07, 2023

• AbbVie Inc. (ABBV $207.76)
  • $207.76 P/E (TTM): 87.49X Cap: $368.84B
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• Merck & Company Inc. (MRK $118.11)
  • $118.11 P/E (TTM): 16.5X Cap: $296.45B
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Q: Hi there I own ABBV thinking of selling and switching to MERCK for a bit more growth and dividend yield of each is comparable. What do you think?

Thanks!

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Read Answer Asked by Robert on September 07, 2023

• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: Can you provide an updated view on Splunk post it’s recent earnings report

Upvote 1

Read Answer Asked by Kim on September 07, 2023

• iShares Biotechnology ETF (IBB $175.82)
  • $175.82 P/E (TTM): 20.63X Cap: $8.52B
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• Moderna Inc. (MRNA $53.62)
  • $53.62 Cap: $20.95B
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• VANECK ETF TR (BBH $194.33)
  • $194.33 P/E (TTM): 20.86X Cap: $381M
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Q: Currently not invested in this sector. Considering starting a position in this company. Appreciate your insights.
Thank you

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Read Answer Asked by Larry on September 07, 2023

Q: Everyone, what would be an average annual growth rate over a 5 and 10 year period for a US growth portfolio? What would you do to increase those growth rates? Clayton

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Read Answer Asked by Clayton on September 07, 2023

• Worthington Enterprises Inc. (WOR $54.20)
  • $54.20 P/E (TTM): 26.04X Cap: $2.71B
  • View WOR Profile
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Q: Hi,

The last question on Worthington was 2017 - can I get your updated view on it?

I understand it is spinning off its steel division to focus on the less volatile consumer products division. They apparently have a very good relationship with Home Depot for their propane tanks, etc.

It’s small but is there an interesting opportunity there?

Thank you,

Upvote 0

Read Answer Asked by Doris on September 07, 2023