Investment Q&A

• Amazon.com Inc. (AMZN $205.37)
  • $205.37 P/E (TTM): 29.27X Cap: $2.24T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $298.79)
  • $298.79 P/E (TTM): 28.33X Cap: $3.71T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $381.87)
  • $381.87 P/E (TTM): 24.5X Cap: $2.88T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $172.70)
  • $172.70 P/E (TTM): 36.82X Cap: $4.33T
  • View NVDA Profile
  • View Questions on NVDA
• Accenture plc Class A (Ireland) (ACN $199.99)
  • $199.99 P/E (TTM): 16.13X Cap: $134.43B
  • View ACN Profile
  • View Questions on ACN
• Salesforce Inc. (CRM $195.38)
  • $195.38 P/E (TTM): 24.92X Cap: $179.97B
  • View CRM Profile
  • View Questions on CRM
• Palo Alto Networks Inc. (PANW $162.95)
  • $162.95 P/E (TTM): 93.32X Cap: $138.50B
  • View PANW Profile
  • View Questions on PANW

Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.

Upvote 0

Read Answer Asked by Nancy on October 24, 2022

• SVB Financial Group (SIVB)
  • P/E (TTM): 4.2X Cap: $6.27B
  • View SIVB Profile
  • View Questions on SIVB

Q: thoughts on the quarter markets dont like it much?

Thx

Upvote 0

Read Answer Asked by blake on October 24, 2022

• Darling Ingredients Inc. (DAR $55.14)
  • $55.14 P/E (TTM): 145.51X Cap: $8.69B
  • View DAR Profile
  • View Questions on DAR

Q: Hello your comment about this compagnie et the aquisition this week .
Thank you

Upvote 0

Read Answer Asked by Francis on October 24, 2022

• Thermo Fisher Scientific Inc (TMO $474.39)
  • $474.39 P/E (TTM): 26.19X Cap: $174.67B
  • View TMO Profile
  • View Questions on TMO

Q: Thermo Fisher has been on a downward spiral recently. Do you see a reason for the weakness and what are your overall thoughts on this company? Dp you see more upside in United Health? Thank You.

Upvote 0

Read Answer Asked by Brian on October 24, 2022

• Abbott Laboratories (ABT $105.46)
  • $105.46 P/E (TTM): 29.16X Cap: $186.68B
  • View ABT Profile
  • View Questions on ABT
• Danaher Corporation (DHR $189.35)
  • $189.35 P/E (TTM): 38.0X Cap: $134.43B
  • View DHR Profile
  • View Questions on DHR

Q: Is there much overlap between these companies and which would you prefer going forward based on business lines, growth and relative valuation? Thanks for your service.

Upvote 0

Read Answer Asked by Michael on October 24, 2022

Q: What is your opinion of this etf as one vehicle to ride out possible recession?

Upvote 0

Read Answer Asked by Lawrence on October 24, 2022

• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
  • View MPW Profile
  • View Questions on MPW

Q: Could I have your assessment of the latest quarter of MPW and your outlook going forward?

Thanks for your service

Upvote 0

Read Answer Asked by Ozzie on October 24, 2022

• Honeywell International Inc. (HON $221.50)
  • $221.50 P/E (TTM): 31.24X Cap: $145.58B
  • View HON Profile
  • View Questions on HON
• Lockheed Martin Corporation (LMT $627.43)
  • $627.43 P/E (TTM): 29.89X Cap: $146.67B
  • View LMT Profile
  • View Questions on LMT
• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
  • View NVEE Profile
  • View Questions on NVEE
• Trane Technologies plc (TT $410.36)
  • $410.36 P/E (TTM): 32.87X Cap: $93.63B
  • View TT Profile
  • View Questions on TT

Q: Do you have a few suggestions for long term holds in US industrials? My only non-Canadian holding in this sector is TT - would you consider this to be still worthy of holding?

Appreciate your insight.

Paul F.

Upvote 0

Read Answer Asked by Paul on October 24, 2022

• Verizon Communications Inc. (VZ $49.98)
  • $49.98 P/E (TTM): 12.21X Cap: $208.69B
  • View VZ Profile
  • View Questions on VZ
• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
  • View MPW Profile
  • View Questions on MPW

Q: Market is up but these two stocks are down significantly. Is there any particular reason for this. What are the future prospects for these companies. Sell, hold or add more to average down?

Upvote 0

Read Answer Asked by satish on October 22, 2022

• Verizon Communications Inc. (VZ $49.98)
  • $49.98 P/E (TTM): 12.21X Cap: $208.69B
  • View VZ Profile
  • View Questions on VZ

Q: Could you please comment on Verizon earnings? Are you still favourable on this co.? The stock price is getting to its range 10 years ago. Is the high dividend sustainable? Thank you.

Upvote 0

Read Answer Asked by William on October 22, 2022

• Cogent Communications Holdings Inc. (CCOI $18.05)
  • $18.05 Cap: $967M
  • View CCOI Profile
  • View Questions on CCOI

Q: Hi Guys,

Can I please get your opinion of Cogent Communications (CCOI). Thanks

Dave

Upvote 0

Read Answer Asked by David on October 22, 2022

• ResMed Inc. (RMD $225.99)
  • $225.99 P/E (TTM): 22.54X Cap: $33.12B
  • View RMD Profile
  • View Questions on RMD

Q: Last review was in 2021, fundamentally how do you rate RES today, taking into account that Covid impacts may be reducing. Include a value and growth perspective given current metrics.

Upvote 0

Read Answer Asked by John on October 21, 2022

• Stryker Corporation (SYK $335.67)
  • $335.67 P/E (TTM): 41.07X Cap: $130.02B
  • View SYK Profile
  • View Questions on SYK
• DexCom Inc. (DXCM $66.95)
  • $66.95 P/E (TTM): 32.37X Cap: $25.88B
  • View DXCM Profile
  • View Questions on DXCM

Q: How do these compare for potential growth over the next 5 years? Would you consider swapping a position in SYK for DXCM in a non=taxable account? ISRG is already owned in the health space

Upvote 0

Read Answer Asked by Paul on October 21, 2022

Q: For registered accounts, (RRSP) holding VOO directly will be more tax efficient than holding VFV. Can you elaborate. Pl;ease---Cec

Upvote 0

Read Answer Asked by Cecil on October 21, 2022

• Ross Stores Inc. (ROST $211.19)
  • $211.19 P/E (TTM): 32.38X Cap: $68.13B
  • View ROST Profile
  • View Questions on ROST
• Nike Inc. (NKE $52.37)
  • $52.37 P/E (TTM): 31.45X Cap: $79.11B
  • View NKE Profile
  • View Questions on NKE
• Crocs Inc. (CROX $75.78)
  • $75.78 Cap: $3.88B
  • View CROX Profile
  • View Questions on CROX
• BRP Inc. (DOOO)
  • Cap: $5.62B
  • View DOOO Profile
  • View Questions on DOOO

Q: I currently own ROST but thinking of swaping for one of NKE, CROX, DOOO as they might provide better returns over the next 3-5 years. Or is there another US consumer stock you would suggest for growth?

What would be your preference in what order might you buy? ATZ is already owned.

Appreciate your insight.

Paul F.

Upvote 0

Read Answer Asked by Paul on October 21, 2022

• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
  • View MPW Profile
  • View Questions on MPW

Q: Good Morning,

Yesterday you answered a question from Mark regarding MPW vs. NWH.

Would you consider MPW to be a good holding for an income investor? Safe, secure dividend with potential for growth.

Thanks.

Upvote 0

Read Answer Asked by Dave on October 21, 2022

• InMode Ltd. (INMD $13.53)
  • $13.53 Cap: $873M
  • View INMD Profile
  • View Questions on INMD
• Lantheus Holdings Inc. (LNTH $76.43)
  • $76.43 P/E (TTM): 23.67X Cap: $5.06B
  • View LNTH Profile
  • View Questions on LNTH

Q: Hi 5i Team,
Between this two stocks, which one would you think has better upside potential?
Thank you for your good work.

Upvote 0

Read Answer Asked by Pui on October 21, 2022

• Ally Financial Inc. (ALLY $38.43)
  • $38.43 P/E (TTM): 16.0X Cap: $11.72B
  • View ALLY Profile
  • View Questions on ALLY

Q: Can you please provide your thoughts on quarter. Is this a good time to purchase. How do you like the future potential. Thx.

Upvote 0

Read Answer Asked by Chris on October 20, 2022

• Alphabet Inc. (GOOG $298.79)
  • $298.79 P/E (TTM): 28.33X Cap: $3.71T
  • View GOOG Profile
  • View Questions on GOOG
• CrowdStrike Holdings Inc. (CRWD $409.00)
  • $409.00 Cap: $108.59B
  • View CRWD Profile
  • View Questions on CRWD
• Upstart Holdings Inc. (UPST $25.98)
  • $25.98 P/E (TTM): 61.5X Cap: $2.62B
  • View UPST Profile
  • View Questions on UPST
• ZipRecruiter Inc. Class A (ZIP $2.15)
  • $2.15 Cap: $332M
  • View ZIP Profile
  • View Questions on ZIP

Q: 5i, Not happy with Zip today, would you recommend a replacement for it, I was thinking adding to UPST or CRWD to average down.
thank you

Upvote 0

Read Answer Asked by Fernando on October 20, 2022

• Generac Holdlings Inc. (GNRC $199.31)
  • $199.31 P/E (TTM): 74.45X Cap: $11.76B
  • View GNRC Profile
  • View Questions on GNRC

Q: Your thoughts on this stock currently, which I'm holding.

Upvote 0

Read Answer Asked by Mark on October 20, 2022