Investment Q&A

• Intel Corporation (INTC $50.59)
  • $50.59 Cap: $240.95B
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• Honeywell International Inc. (HON $238.38)
  • $238.38 P/E (TTM): 24.8X Cap: $148.46B
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• STMicroelectronics N.V. (STM $29.85)
  • $29.85 P/E (TTM): 17.67X Cap: $26.03B
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• Ericsson (ERIC $11.16)
  • $11.16 P/E (TTM): 0.5X Cap: $17.11B
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Q: Can I have your best ideas for industrial powerhouses that play in smart infrastructure

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Read Answer Asked by Kyle on May 18, 2023

• TJX Companies Inc. (The) (TJX $155.86)
  • $155.86 P/E (TTM): 33.98X Cap: $172.56B
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Q: Can you comment on their earnings and your opinion of the company and its outlook? Thanks.

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Read Answer Asked by Michael on May 17, 2023

• Home Depot Inc. (The) (HD $385.15)
  • $385.15 P/E (TTM): 26.41X Cap: $380.65B
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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.

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Read Answer Asked by Michael on May 17, 2023

• PayPal Holdings Inc. (PYPL $40.42)
  • $40.42 P/E (TTM): 8.26X Cap: $36.73B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
  • $12.65 Cap: $1.73B
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• Gen Digital Inc Com (NLOK)
  • P/E (TTM): 15.5X Cap: $14.41B
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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
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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

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Read Answer Asked by Maurice on May 17, 2023

• Intuit Inc. (INTU $443.77)
  • $443.77 P/E (TTM): 30.61X Cap: $121.07B
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Q: Your thoughts on buying Intuit and is it a good time to buy at this price

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Read Answer Asked by Nick on May 17, 2023

• Ballard Power Systems Inc. (BLDP $2.93)
  • $2.93 Cap: $842M
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• Plug Power Inc. (PLUG $2.08)
  • $2.08 Cap: $2.59B
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• Bloom Energy Corporation Class A (BE $143.03)
  • $143.03 Cap: $32.30B
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• FuelCell Energy Inc. (FCEL $7.19)
  • $7.19 Cap: $302M
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Q: what are your best suggestions for an investment in hydrogen energy? Are any profitable?

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Read Answer Asked by hal on May 16, 2023

• Duke Energy Corporation (Holding Company) (DUK $121.86)
  • $121.86 P/E (TTM): 19.29X Cap: $95.97B
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• NextEra Energy Inc. (NEE $89.47)
  • $89.47 P/E (TTM): 28.65X Cap: $185.78B
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• Southern Company (The) (SO $90.08)
  • $90.08 P/E (TTM): 22.46X Cap: $100.28B
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Q: What are the best utilities companies in the US to buy now. I am not interested in the limited partnerships.

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Read Answer Asked by Mirjana on May 16, 2023

• Edwards Lifesciences Corporation (EW $78.71)
  • $78.71 P/E (TTM): 34.38X Cap: $45.32B
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• Exact Sciences Corporation (EXAS $103.18)
  • $103.18 Cap: $19.45B
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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?

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Read Answer Asked by Brendan on May 16, 2023

• NeoGames S.A. (NGMS)
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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 $96.43)
  • $96.43 P/E (TTM): 78.07X Cap: $7.77B
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• Interparfums Inc. (IPAR $102.37)
  • $102.37 P/E (TTM): 19.5X Cap: $3.12B
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Q: Which of AAON or IPAR do you prefer?

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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 $238.38)
  • $238.38 P/E (TTM): 24.8X Cap: $148.46B
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• ABB Ltd. (ABBNY $86.73)
  • $86.73 P/E (TTM): 42.75X Cap: $156.63B
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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.

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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

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Read Answer Asked by Lesley on May 16, 2023

• Fidus Investment Corporation (FDUS $18.86)
  • $18.86 P/E (TTM): 8.09X Cap: $702M
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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 $1,373.57)
  • $1,373.57 P/E (TTM): 34.7X Cap: $28.24B
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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

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Read Answer Asked by Wayne on May 15, 2023

• Toast Inc. Class A (TOST $27.73)
  • $27.73 P/E (TTM): 66.32X Cap: $15.90B
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Q: Everyone, appreciate your comments on latest quarter. Clayton

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Read Answer Asked by Clayton on May 15, 2023

• JELD-WEN Holding Inc. (JELD $2.93)
  • $2.93 Cap: $239M
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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.

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

• JPMorgan Chase & Co. (JPM $322.40)
  • $322.40 P/E (TTM): 15.71X Cap: $844.33B
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• FIRST REPUBLIC BANK (FRC)
  • P/E (TTM): 21.1X Cap: $653M
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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

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Read Answer Asked by gord on May 15, 2023

• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 63.21X Cap: $169.15B
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• Johnson & Johnson (JNJ $239.99)
  • $239.99 P/E (TTM): 22.63X Cap: $572.90B
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• Pfizer Inc. (PFE $27.22)
  • $27.22 P/E (TTM): 15.57X Cap: $150.61B
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Q: i have the three health care stocks. i want to reduceto only .two
Which i the one i eed to let go

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Read Answer Asked by thambirajah on May 15, 2023