Investment Q&A

• The Boeing Company (BA $215.31)
  • $215.31 Cap: $161.01B
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• Lockheed Martin Corporation (LMT $501.13)
  • $501.13 P/E (TTM): 27.8X Cap: $115.60B
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• Northrop Grumman Corporation (NOC $598.11)
  • $598.11 P/E (TTM): 21.91X Cap: $85.12B
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• RTX Corporation (RTX $160.71)
  • $160.71 P/E (TTM): 34.71X Cap: $211.42B
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• Select STOXX Europe Aerospace & Defense ETF (EUAD $44.16)
  • $44.16 P/E (TTM): 179.88X Cap: $1.17B
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Q: Given today's world politics, what are your views of defense stocks, both European and North American examples: AIRBUS, NOC, BA and European contractors etc?
Thank you again for your terrific service
brian

Upvote 2

Read Answer Asked by Brian on June 02, 2025

• Heritage Insurance Holdings Inc. (HRTG $22.78)
  • $22.78 P/E (TTM): 6.62X Cap: $712M
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Q: I would like you opinion on this company . I am considering a small position

Upvote 4

Read Answer Asked by Leon on June 02, 2025

• NVIDIA Corporation (NVDA $184.68)
  • $184.68 P/E (TTM): 52.2X Cap: $4.45T
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• HP Inc. (HPQ $27.96)
  • $27.96 P/E (TTM): 10.57X Cap: $25.58B
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• Dell Technologies Inc. Class C (DELL $150.38)
  • $150.38 P/E (TTM): 21.49X Cap: $100.58B
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Q: Hi 5i
What is your current opinion and outlook for Dell, given Nvda results. How comfortable would you be holding going into earnings today? Are they expected to meet their estimates or is it essentially a coin toss? They seem to be on a continued downward path.
Are Dell and HPQ considered similar ?

Would 5I have any interest in Dell at current prices?
Thx

Upvote 3

Read Answer Asked by jim on June 02, 2025

• Salesforce Inc. (CRM $250.11)
  • $250.11 P/E (TTM): 35.33X Cap: $231.41B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $139.88)
  • $139.88 P/E (TTM): 20.83X Cap: $1.65B
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• ServiceNow Inc. (NOW $912.21)
  • $912.21 P/E (TTM): 113.66X Cap: $187.94B
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• kneat.com inc. (KSI $5.59)
  • $5.59 Cap: $522M
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• Vitalhub Corp. (VHI $10.39)
  • $10.39 P/E (TTM): 120.47X Cap: $574M
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• Construction Partners Inc. (ROAD $117.65)
  • $117.65 P/E (TTM): 84.57X Cap: $6.45B
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• Synopsys Inc. (SNPS $453.99)
  • $453.99 P/E (TTM): 61.44X Cap: $83.14B
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• Galaxy Digital Inc. Class A common stock (GLXY $56.11)
  • $56.11 Cap: $19.91B
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• Shift4 Payments Inc. Class A (FOUR $74.97)
  • $74.97 P/E (TTM): 35.52X Cap: $6.53B
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• Genius Sports Limited (GENI $11.80)
  • $11.80 Cap: $2.86B
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• Cellebrite DI Ltd. (CLBT $18.30)
  • $18.30 Cap: $4.35B
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• Sportradar Group AG (SRAD $26.08)
  • $26.08 Cap: $7.89B
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Q: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD

Upvote 10

Read Answer Asked by Kim on June 02, 2025

• Ulta Beauty Inc. (ULTA $532.59)
  • $532.59 P/E (TTM): 20.48X Cap: $23.92B
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Q: Do the results of the last quarter, published today, do anything to restore confidence in the stock? I would like to have your opinion.
Thank you!

Upvote 1

Read Answer Asked by jonathan on June 02, 2025

• Tesla Inc. (TSLA $445.45)
  • $445.45 P/E (TTM): 253.94X Cap: $1.41T
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• Palantir Technologies Inc. (PLTR $181.55)
  • $181.55 P/E (TTM): 593.83X Cap: $422.63B
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Q: Hi 5i, Which stock do you prefer today for a new cash deployment TSLA or PLTR ? 3 years hold.
thanks

Upvote 4

Read Answer Asked by Fernando on June 02, 2025

• Gap Inc. (The) (GAP $21.93)
  • $21.93 P/E (TTM): 9.27X Cap: $8.01B
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Q: Gap is down $ 5.00 today on China Tariffs effect . Would you buy it here for a trade .RAK

Upvote 1

Read Answer Asked by bob on June 02, 2025

• Abercrombie & Fitch Company (ANF $68.67)
  • $68.67 P/E (TTM): 6.47X Cap: $3.22B
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Q: Having recently reported quarterly results could you review them and discuss whether you think the company is continuing to recover and represents a good retailer to buy at this point? Thank you.

Upvote 1

Read Answer Asked by John on June 02, 2025

• Costco Wholesale Corporation (COST $935.93)
  • $935.93 P/E (TTM): 67.22X Cap: $414.96B
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Q: I would appreciate your current thoughts about the company and comments on Costco's recent earnings report. Thank you

Upvote 5

Read Answer Asked by Patrick on June 02, 2025

• Sprouts Farmers Market Inc. (SFM $109.84)
  • $109.84 P/E (TTM): 23.05X Cap: $10.92B
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Q: Hi - Would you consider this a good entry price for SFM, taking into consideration valuation and growth potential? Or do you think it is a bit ahead of itself?

Upvote 1

Read Answer Asked by Doug on June 02, 2025

• Adobe Inc. (ADBE $338.58)
  • $338.58 P/E (TTM): 21.38X Cap: $139.50B
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• Amazon.com Inc. (AMZN $214.92)
  • $214.92 P/E (TTM): 32.48X Cap: $2.27T
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• Alphabet Inc. (GOOG $256.59)
  • $256.59 P/E (TTM): 27.06X Cap: $3.06T
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• Intuitive Surgical Inc. (ISRG $457.98)
  • $457.98 P/E (TTM): 62.14X Cap: $159.92B
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• NVIDIA Corporation (NVDA $184.68)
  • $184.68 P/E (TTM): 52.2X Cap: $4.45T
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• JPMorgan Chase & Co. (JPM $300.05)
  • $300.05 P/E (TTM): 15.26X Cap: $818.21B
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• Eli Lilly and Company (LLY $804.94)
  • $804.94 P/E (TTM): 52.47X Cap: $759.84B
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• Applovin Corporation (APP $569.95)
  • $569.95 P/E (TTM): 85.25X Cap: $202.71B
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• Coinbase Global Inc (COIN $348.97)
  • $348.97 P/E (TTM): 32.5X Cap: $86.33B
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• Robinhood Markets Inc. (HOOD $136.64)
  • $136.64 P/E (TTM): 66.28X Cap: $114.64B
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Q: I enjoy all the questions that pass through. I’m not into day trading but certainly add a couple swing trades in as a boost as well as selling calls.

With the question you answered about Canadian companies for day trading would you please provide a few US names that would fit your criteria.

Thank you.

Upvote 8

Read Answer Asked by Adam on June 02, 2025

• Nebius Group N.V. (NBIS $109.70)
  • $109.70 Cap: $27.01B
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Q: Can you comment on this stock? Seems to be quite the roller coaster. I feel sick because I sold it near a low and then recently bought it back. It’s down quite a bit again since my recent purchase. Down about 7% pre market. I think they are issuing more shares to raise money. Thanks,

Jason

Upvote 6

Read Answer Asked by Jason on June 02, 2025

Q: With the competition in search would selling
Alphabet and purchasing Amazon makes sense?
With appreciation,
Ed

Upvote 4

Read Answer Asked by Ed on June 02, 2025

• T-Mobile US Inc. (TMUS $226.81)
  • $226.81 P/E (TTM): 21.66X Cap: $258.09B
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Q: Most of the telecom sector seems to be drowning in expenses and regulation. What is setting tmus apart and will this continue? Do you still see it as an attractive investment?

Upvote 2

Read Answer Asked by Peter on June 02, 2025

• LGI Homes Inc. (LGIH $46.11)
  • $46.11 P/E (TTM): 6.82X Cap: $1.04B
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• NVR Inc. (NVR $7,744.59)
  • $7,744.59 P/E (TTM): 16.15X Cap: $21.92B
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• Green Brick Partners Inc. (GRBK $67.89)
  • $67.89 P/E (TTM): 8.59X Cap: $2.91B
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Q: What would be your entry point for these three please? Also do you still hold NVR’s management and unique business model in high regard?

Upvote 1

Read Answer Asked by MG on May 30, 2025

• Hut 8 Corp. (HUT $70.36)
  • $70.36 Cap: $7.21B
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Q: what are your thoughts on this company?

Upvote 3

Read Answer Asked by cindy on May 30, 2025

• Republic Services Inc. (RSG $218.84)
  • $218.84 P/E (TTM): 32.52X Cap: $68.63B
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• Waste Management Inc. (WM $214.86)
  • $214.86 P/E (TTM): 31.92X Cap: $86.80B
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• Casella Waste Systems Inc. (CWST $85.96)
  • $85.96 P/E (TTM): 476.44X Cap: $5.52B
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• Waste Connections Inc. (WCN $242.13)
  • $242.13 P/E (TTM): 69.63X Cap: $62.30B
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• GFL Environmental Inc. subordinate voting shares (GFL $63.53)
  • $63.53 Cap: $22.99B
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Q: Hello folks:
How would you rate RSG as an investment. These waste management systems appear pretty recession proof; are there better examples?
Thanks again for your great service
brian

Upvote 3

Read Answer Asked by Brian on May 30, 2025

• Veeva Systems Inc. Class A (VEEV $284.65)
  • $284.65 P/E (TTM): 58.38X Cap: $46.50B
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Q: Good Morning

I have been a long term holder of veev for over 5years at 266$ US and now finally above water
The question becomes do we continue to hold or do you believe this company has found it way back and has what it takes to continue to grow and prosper into the future or could this be just a one off?

thks
Marcel

Upvote 1

Read Answer Asked by Marcel on May 30, 2025

• Alphabet Inc. (GOOG $256.59)
  • $256.59 P/E (TTM): 27.06X Cap: $3.06T
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• Salesforce Inc. (CRM $250.11)
  • $250.11 P/E (TTM): 35.33X Cap: $231.41B
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Q: Hi,
I like your your opinion on salesforces' earning? The earning itself look very decent, but why did it drop 5% today? And what do you think of its long-term outlook compare to others in its industry. is there a name you like better?

Upvote 4

Read Answer Asked by Danny on May 30, 2025

• Alphabet Inc. (GOOG $256.59)
  • $256.59 P/E (TTM): 27.06X Cap: $3.06T
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• Alphabet Inc. (GOOGL $256.06)
  • $256.06 P/E (TTM): 27.0X Cap: $3.06T
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• Microsoft Corporation (MSFT $516.80)
  • $516.80 P/E (TTM): 37.65X Cap: $3.81T
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• Constellation Software Inc. (CSU $3,805.49)
  • $3,805.49 P/E (TTM): 92.98X Cap: $80.82B
  • View CSU Profile
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Q: Hi Folks,
I would like to add to my position in either CSU, GOOGL or MSFT. May I have your opinion in what order you would add too and why. This would be in my TFSA account.
Thanks

Upvote 7

Read Answer Asked by JOHN on May 30, 2025