Investment Q&A

• Trane Technologies plc (TT $382.30)
  • $382.30 P/E (TTM): 30.11X Cap: $84.77B
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Q: Can I please your opinion on earnings? They seemed ok and the company upped guidance, so I was a bit confused why it went down 9% today.

Upvote 2

Read Answer Asked by Mike on July 31, 2025

• ODDITY Tech Ltd. (ODD $41.62)
  • $41.62 Cap: $2.48B
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Q: Peter & Team, what are your current thoughts on Oddity (ODD) going into earnings 04 Aug ? Where do you see it 1-2 yrs out ? Thank you.

Upvote 3

Read Answer Asked by Paul on July 30, 2025

• Global X Enhanced S&P 500 Index ETF (USSL $27.83)
  • $27.83 P/E (TTM): 25.08X Cap: $10M
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Q: What is your opinion of global x’s leveraged index etf’s GLOBAL X ENHANCED MSCI EAFE INDEX ETF and GLOBAL X ENHANCED S&P 500 INDEX ETF?
It is likely that they would outperform their non levered indexes over time? Would you consider them buyable currently, with the small AUM’s. Is there a levered corporate class etf that does not pay distributions?

Upvote 2

Read Answer Asked by Schoombee on July 30, 2025

• Booking Holdings Inc. (BKNG $5,340.98)
  • $5,340.98 P/E (TTM): 35.55X Cap: $172.16B
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Q: Hi 5i, may I have your opinion on their results and fwd guidance. This company has been on my radar, and was wondering about its valuation. I like expensive stocks provided they aren't too expensive relative to growth. Thx.

Upvote 4

Read Answer Asked by Christopher on July 30, 2025

• Vertiv Holdings LLC Class A (VRT $149.83)
  • $149.83 P/E (TTM): 61.03X Cap: $61.42B
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Q: Can you comment on the recent earnings?

Upvote 5

Read Answer Asked by sean on July 30, 2025

• Universal Health Services Inc. (UHS $224.90)
  • $224.90 P/E (TTM): 10.64X Cap: $14.05B
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Q: Hey,

Thoughts on starting a position here? Seems to be good value.

Thanks.

Upvote 2

Read Answer Asked by Satish on July 30, 2025

• NVIDIA Corporation (NVDA $170.94)
  • $170.94 P/E (TTM): 43.74X Cap: $4.15T
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• Amphenol Corporation (APH $126.51)
  • $126.51 P/E (TTM): 43.04X Cap: $154.85B
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• Corning Incorporated (GLW $85.42)
  • $85.42 P/E (TTM): 55.77X Cap: $73.23B
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• Hewlett Packard Enterprise Company (HPE $24.02)
  • $24.02 P/E (TTM): 28.29X Cap: $31.69B
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• Lite Access Technologies Inc. (LTE)
  • Cap: $8M
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• Super Micro Computer Inc. (SMCI $29.84)
  • $29.84 P/E (TTM): 24.7X Cap: $18.89B
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• Coherent Corp. (COHR $170.44)
  • $170.44 P/E (TTM): 270.38X Cap: $27.53B
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• Fabrinet (FN $426.53)
  • $426.53 P/E (TTM): 48.41X Cap: $15.28B
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• Dell Technologies Inc. Class C (DELL $127.89)
  • $127.89 P/E (TTM): 18.75X Cap: $88.63B
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• Astera Labs Inc. (ALAB $140.24)
  • $140.24 P/E (TTM): 65.3X Cap: $23.68B
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Q: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks

Upvote 11

Read Answer Asked by joseph on July 30, 2025

• Crocs Inc. (CROX $89.75)
  • $89.75 P/E (TTM): 29.85X Cap: $4.65B
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• Dave Inc. (DAVE $196.95)
  • $196.95 P/E (TTM): 18.95X
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• Chart Industries Inc. (GTLS $205.61)
  • $205.61 P/E (TTM): 252.69X Cap: $9.24B
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• OneMain Holdings Inc. (OMF $67.96)
  • $67.96 P/E (TTM): 11.48X Cap: $8B
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• Texas Roadhouse Inc. (TXRH $171.51)
  • $171.51 P/E (TTM): 25.95X Cap: $11.12B
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• Inspire Medical Systems Inc. (INSP $118.27)
  • $118.27 P/E (TTM): 66.01X Cap: $3.43B
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Q: Hi 5i Team,

Small-cap stocks are trading at a double-digit discount to their fair value, which seems like a great opportunity, agree?. I would appreciate your expert insights on the following six Russell 2000 companies:
OneMain Holdings (OMF), Crocs (CROX), Texas Roadhouse (TXRH), Chart Industries (GTLS), Dave Inc. (DAVE), and Inspire Medical Systems (INSP)

I am particularly interested in your views on their fundamental, growth potential, the durability of their competitive advantages (moat), and any concerns that may be worth noting.

Thank you!
Matt

Upvote 3

Read Answer Asked by Matt on July 30, 2025

• Spotify Technology S.A. (SPOT $566.23)
  • $566.23 Cap: $115.42B
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Q: Can I have your opinion on Spotify earnings please. Any cause for worry or does the miss seem more like a 1-off?

Upvote 1

Read Answer Asked by Joel on July 30, 2025

• The Boeing Company (BA $206.33)
  • $206.33 Cap: $156.83B
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Q: EADSF Is this a stock a buy over Ba today and why?

Upvote 1

Read Answer Asked by eugene on July 30, 2025

• Amgen Inc. (AMGN $326.01)
  • $326.01 P/E (TTM): 25.12X Cap: $175.55B
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• Eli Lilly and Company (LLY $1,041.79)
  • $1,041.79 P/E (TTM): 51.97X Cap: $984.89B
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• Novo Nordisk A/S (NVO $47.77)
  • $47.77 P/E (TTM): 14.17X Cap: $363.68B
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Q: I currently only own AMGN is the biotech/medical sector. I am considering re-entring NOVO after the hit it is taking. Would you recommend 'catching the falling knife', purchasing LLY which appears to be suffering in sympathy with NOVO or an alternate to these two?
With appreciation,
Ed

Upvote 4

Read Answer Asked by Ed on July 30, 2025

• Adobe Inc. (ADBE $354.66)
  • $354.66 P/E (TTM): 22.52X Cap: $148.46B
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Q: What are your thoughts on Figma? And what would a reasonable entry price be when it starts trading?

Upvote 2

Read Answer Asked by Gregory on July 30, 2025

• UnitedHealth Group Incorporated (DE) (UNH $331.63)
  • $331.63 P/E (TTM): 17.79X Cap: $300.40B
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Q: Your analysis of the results out today please. What else could go wrong here to drive the price even further down?

Upvote 8

Read Answer Asked by Donald on July 29, 2025

• BlackSky Technology Inc. Class A (BKSY $16.45)
  • $16.45 Cap: $681M
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Q: BKSY seems to be in a freefall. Any concerns or is it a buying opportunity? I purchased after the recent initial 15% drop and it's dropped another 10% since then.

Upvote 2

Read Answer Asked by Jim on July 29, 2025

• TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
  • $12.28 P/E (TTM): 2.6X Cap: $5.94B
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• Skyward Specialty Insurance Group Inc. (SKWD $49.65)
  • $49.65 P/E (TTM): 14.57X Cap: $2B
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Q: TSU or SKWD for a 5 year hold? Are they too similar to hold both in a 25-30 stock portfolio?

Upvote 3

Read Answer Asked by Christian on July 29, 2025

• Salesforce Inc. (CRM $258.14)
  • $258.14 P/E (TTM): 34.03X Cap: $241.87B
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• ServiceNow Inc. (NOW $782.39)
  • $782.39 P/E (TTM): 92.42X Cap: $162.48B
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Q: I think the CRM and NOW will benefit from AI agents.

However these stocks are not performing well lately.

I am currently 10% down on both. Is it a good time to start DCA into them?

Upvote 5

Read Answer Asked by V on July 29, 2025

• QUALCOMM Incorporated (QCOM $172.34)
  • $172.34 P/E (TTM): 35.78X Cap: $184.57B
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Q: Hi there,

QCOMM seems to be on a roll in past few weeks is there any reason why? Do you see further upside?

Thank you.

Upvote 2

Read Answer Asked by Robert on July 29, 2025

• Robinhood Markets Inc. (HOOD $115.80)
  • $115.80 P/E (TTM): 49.75X Cap: $104.12B
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Q: After a great deal of scepticism, I have just begun dipping my toes into crypto. I have half a position in HOOD and would appreciate your advice on strategy going forward. As a balanced growth investor, how much exposure would you recommend in the crypto world? Assuming it's greater than the 2.5% currently held, how would you proceed? Thank you.

Upvote 4

Read Answer Asked by Maureen on July 29, 2025

• Carrier Global Corporation (CARR $52.40)
  • $52.40 P/E (TTM): 31.57X Cap: $44.13B
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Q: Hi,
I have been holding Carrier, waiting for the quarterly results to take decision about holding it longer. On the surface the results look good. However the market does not like them.
What is your assessment of the results? It is not my core holding. Should I give it some time or deploy the proceeds elsewhere? I would like your opinion.
Regards.

Upvote 3

Read Answer Asked by Rajiv on July 29, 2025

• Jacobs Solutions Inc. (J $132.38)
  • $132.38 P/E (TTM): 56.28X Cap: $15.72B
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Q: Jacobs Solutions Inc J:NYSE

In you opinion would this company be a buy right now?

Thank you.

Upvote 6

Read Answer Asked by Ross on July 29, 2025