Investment Q&A

• Apple Inc. (AAPL $272.36)
  • $272.36 P/E (TTM): 36.68X Cap: $4.02T
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• Meta Platforms Inc. (META $664.94)
  • $664.94 P/E (TTM): 29.3X Cap: $1.67T
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• Alphabet Inc. (GOOG $315.68)
  • $315.68 P/E (TTM): 30.46X Cap: $3.73T
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• Microsoft Corporation (MSFT $486.85)
  • $486.85 P/E (TTM): 34.49X Cap: $3.61T
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• NVIDIA Corporation (NVDA $189.21)
  • $189.21 P/E (TTM): 44.91X Cap: $4.59T
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• Constellation Software Inc. (CSU $3,331.32)
  • $3,331.32 P/E (TTM): 77.96X Cap: $70.59B
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Q: I already own GOOG and FB.

I wanted to add one more stock among AAPL MSFT CSU NVDA

If I had to choose one, which one would you choose among these ?

Upvote 0

Read Answer Asked by HARRY on November 09, 2021

• Lockheed Martin Corporation (LMT $482.55)
  • $482.55 P/E (TTM): 26.4X Cap: $111.66B
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• Northrop Grumman Corporation (NOC $580.06)
  • $580.06 P/E (TTM): 21.03X Cap: $82.78B
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• Leidos Holdings Inc. (LDOS $186.32)
  • $186.32 P/E (TTM): 17.26X Cap: $23.82B
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• RTX Corporation (RTX $185.76)
  • $185.76 P/E (TTM): 38.13X Cap: $249.06B
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Q: There seems to be a lot of sabre rattling (more global/political than hockey at the moment), so I would like your thoughts on growth at the four companies mentioned i.e., RTX, LMT, NOC, LDOS?
BTW,I don’t know how long I have been a member (I think membership lapsed once for a few days) but it must be at least 10 years (is that possible?). The service you offer is unmatched and it gives DIYers like me the ability to act with confidence.
Also, I keep finding new things on your web site. Hats off your IT staff as well!.

Upvote 0

Read Answer Asked by Danny-boy on November 08, 2021

• Rockwell Automation Inc. (ROK $398.84)
  • $398.84 P/E (TTM): 51.68X Cap: $44.77B
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• iRobot Corporation (IRBT $0.47)
  • $0.47 Cap: $5M
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Q: Would you consider Rockwell Automation Inc
NYSE: ROK the premier supplier of robotics, or would you consider another company?

Thank you.

Upvote 0

Read Answer Asked by Ross on November 08, 2021

• NVIDIA Corporation (NVDA $189.21)
  • $189.21 P/E (TTM): 44.91X Cap: $4.59T
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• The AES Corporation (AES $13.90)
  • $13.90 P/E (TTM): 8.51X Cap: $9.89B
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• Wells Fargo & Company (WFC $94.47)
  • $94.47 P/E (TTM): 15.53X Cap: $296.54B
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• Advanced Micro Devices Inc. (AMD $214.90)
  • $214.90 P/E (TTM): 106.83X Cap: $349.86B
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• CI Global Alpha Innovators Corporate Class A (CIG203 $124.88)
  • $124.88 P/E (TTM): 22.7X Cap: $926M
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• Fidelity Global Innovators Class Series F5 (FID5983 $70.85)
  • $70.85 P/E (TTM): 18.7X
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• Galaxy Digital Inc. Class A common stock (GLXY $33.68)
  • $33.68 Cap: $13.15B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.80)
  • $16.80 Cap: $2.30B
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Q: Which one do you prefer or both? Your opinion is much appreciated, Thanks

Upvote 0

Read Answer Asked by Saad on November 08, 2021

• Amazon.com Inc. (AMZN $232.14)
  • $232.14 P/E (TTM): 32.11X Cap: $2.48T
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• Alphabet Inc. (GOOG $315.68)
  • $315.68 P/E (TTM): 30.46X Cap: $3.73T
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• Microsoft Corporation (MSFT $486.85)
  • $486.85 P/E (TTM): 34.49X Cap: $3.61T
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• NVIDIA Corporation (NVDA $189.21)
  • $189.21 P/E (TTM): 44.91X Cap: $4.59T
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• C3.ai Inc. Class A (AI $14.02)
  • $14.02 Cap: $1.97B
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Q: In 5i's opinion, if you had to choose, which would you see as being your top 5 most promising AI companies?

Upvote 0

Read Answer Asked by James on November 08, 2021

• Guardant Health Inc. (GH $102.50)
  • $102.50 Cap: $12.77B
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Q: Maybe have your take on results?

Upvote 0

Read Answer Asked by Rick on November 08, 2021

• Citrix Systems Inc. (CTXS)
  • P/E (TTM): 38.85X Cap: $13.18B
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Q: CITRIX HAS BEEN IN A DOWNWARD SPIRAL FOR SOME TIME. IS IT JUST OUT OF FAVOUR OR ARE ITS FUTURE GROWTH AND PROFITABLITY PROSPECTS BLEAK?
THANKS, HUGH

Upvote 0

Read Answer Asked by Hugh on November 08, 2021

• Semler Scientific Inc (SMLR $16.40)
  • $16.40 P/E (TTM): 6.45X Cap: $256M
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Q: May I please have your thoughts on this one?

Upvote 0

Read Answer Asked by Adam on November 08, 2021

• Progyny Inc. (PGNY $25.57)
  • $25.57 P/E (TTM): 42.79X Cap: $2.20B
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Q: Comments/opinion on Progyny’s earning report and things you like about company going forward and concerns if any.

Upvote 0

Read Answer Asked by James on November 08, 2021

• Broadcom Inc. (AVGO $349.32)
  • $349.32 P/E (TTM): 71.65X Cap: $1.65T
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• Skyworks Solutions Inc. (SWKS $64.48)
  • $64.48 P/E (TTM): 21.25X Cap: $9.66B
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Q: What's your view on Skyworks Solutions in comparison to Broadcom for exposure to 5G?

Upvote 0

Read Answer Asked by Gerry on November 08, 2021

• Confluent Inc. (CFLT $30.05)
  • $30.05 Cap: $10.51B
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Q: Could you comment on earnings and future outlook. Is it a good buy for the future ?

Upvote 0

Read Answer Asked by francis on November 08, 2021

• Weber Inc. Class A (WEBR)
  • Cap: $2.34B
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Q: Would you be interested in webr at this price?

Upvote 0

Read Answer Asked by Mike on November 08, 2021

• Kyndryl Holdings Inc. (KD $27.13)
  • $27.13 P/E (TTM): 16.07X Cap: $6.20B
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Q: An interesting spin-off from IBM ? or still part of the big blue?

Thank you

Dan

Upvote 0

Read Answer Asked by DANIEL on November 08, 2021

• BlackLine Inc. (BL $57.66)
  • $57.66 P/E (TTM): 52.11X Cap: $3.47B
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Q: How do you view BL earnings. Would you add to a position?

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Read Answer Asked on November 08, 2021

• Floor & Decor Holdings Inc. (FND $62.77)
  • $62.77 P/E (TTM): 31.13X Cap: $6.76B
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Q: Can you please comment on Floor and Decor's recently announced earnings. I hold a small position in the company and am considering adding to it. Any comments you have on this company would be appreciated. Thank You.

Upvote 0

Read Answer Asked by Brian on November 08, 2021

• Cognex Corporation (CGNX $36.66)
  • $36.66 P/E (TTM): 56.62X Cap: $6.14B
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Q: Hi 5i Team,
Pls comment on Cognex ‘s earning and guidance, and the company going forward.
Should I continue to hold?
Thank you for your great advice as always.

Upvote 0

Read Answer Asked by Pui on November 08, 2021

• Americold Realty Trust Inc. (COLD $12.20)
  • $12.20 Cap: $3.47B
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Q: Could you please update your views on Americold. Do you think the recent price declines represent an opportunity? Thanks!

Upvote 1

Read Answer Asked by James on November 08, 2021

• Lam Research Corporation (LRCX $175.16)
  • $175.16 P/E (TTM): 38.03X Cap: $220B
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• Brookfield Business Partners L.P. (BBU.UN $48.72)
  • $48.72 Cap: $10.24B
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Q: With the chip shortage, what is your outlook on Lam Research.
Is it a long term hold ?

Where do you see Brookfield Business Partners going forward.
The stock is relatively flat for months.

Thank you

Upvote 0

Read Answer Asked by Kristelle on November 08, 2021

• Arista Networks Inc. (ANET $131.32)
  • $131.32 P/E (TTM): 49.72X Cap: $165.36B
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• Airbnb Inc. (ABNB $136.49)
  • $136.49 P/E (TTM): 32.68X Cap: $84.01B
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Q: Your thoughts on these 2 stocks please.

Upvote 0

Read Answer Asked by Mark on November 08, 2021

• Applied Materials Inc. (AMAT $260.23)
  • $260.23 P/E (TTM): 29.54X Cap: $206.34B
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• KLA Corporation (KLAC $1,268.75)
  • $1,268.75 P/E (TTM): 39.14X Cap: $166.70B
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• Lam Research Corporation (LRCX $175.16)
  • $175.16 P/E (TTM): 38.03X Cap: $220B
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• NVIDIA Corporation (NVDA $189.21)
  • $189.21 P/E (TTM): 44.91X Cap: $4.59T
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• ASML Holding N.V. (ASML $1,061.84)
  • $1,061.84 P/E (TTM): 46.92X Cap: $417.60B
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Q: I've been lucky enough to own NVDA in the last year. Its now 4% of my portfolio. I'm considering buying a semi supplier like AMAT, LRCX,ASML, etc. What do you think? is it too much to own NVDA and a supplier? if so, which would you suggest?

Upvote 0

Read Answer Asked by Graeme on November 08, 2021