Investment Q&A

• Intuitive Surgical Inc. (ISRG $452.79)
  • $452.79 P/E (TTM): 57.23X Cap: $165.26B
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• NVIDIA Corporation (NVDA $210.88)
  • $210.88 P/E (TTM): 44.21X Cap: $5.18T
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• Booking Holdings Inc. (BKNG $176.24)
  • $176.24 P/E (TTM): 1.07X Cap: $135.78B
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• Constellation Software Inc. (CSU $2,381.34)
  • $2,381.34 P/E (TTM): 72.86X Cap: $51.60B
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• Descartes Systems Group Inc. (The) (DSG $98.03)
  • $98.03 P/E (TTM): 39.39X Cap: $8.34B
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• Alimentation Couche-Tard Inc. (ATD $75.89)
  • $75.89 P/E (TTM): 18.99X Cap: $69.74B
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• TerraVest Industries Inc. (TVK $137.08)
  • $137.08 Cap: $2.97B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $279.65)
  • $279.65 P/E (TTM): 46.13X Cap: $3.32B
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• Ulta Beauty Inc. (ULTA $530.60)
  • $530.60 P/E (TTM): 21.05X Cap: $23.44B
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• Axon Enterprise Inc. (AXON $382.17)
  • $382.17 P/E (TTM): 266.62X Cap: $32.73B
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• Airbnb Inc. (ABNB $137.96)
  • $137.96 P/E (TTM): 35.0X Cap: $82.66B
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Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks

Upvote 43

Read Answer Asked by Nick on June 03, 2024

• Equinix Inc. (EQIX $1,082.36)
  • $1,082.36 P/E (TTM): 79.2X Cap: $106.15B
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• Alphabet Inc. (GOOG $349.37)
  • $349.37 P/E (TTM): 32.24X Cap: $4.23T
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• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $112.98)
  • $112.98 P/E (TTM): 230.1X Cap: $33.50B
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• Snowflake Inc. (SNOW $139.68)
  • $139.68 Cap: $49.28B
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Q: Hi 5I. I hold VRT and am quite happy to do so. The names I have listed may also have big potential in the AI / Data Center explosion. Could you comment on the worthiness of an investment in any of them, please?

Carl

Upvote 7

Read Answer Asked by Carl on June 03, 2024

• Cloudflare Inc. Class A (NET $208.06)
  • $208.06 Cap: $73.38B
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• Datadog Inc. (DDOG $130.25)
  • $130.25 P/E (TTM): 427.94X Cap: $46.54B
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• Snowflake Inc. (SNOW $139.68)
  • $139.68 Cap: $49.28B
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Q: Is it time to sell SNOW and move on to an alternate tech stock? If so, may I have a couple of suggestions?
With appreciation,
Ed

Upvote 2

Read Answer Asked by Ed on June 03, 2024

• Chevron Corporation (CVX $190.40)
  • $190.40 P/E (TTM): 27.87X Cap: $375.26B
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Q: How much of Chevron's revenue comes from Russia and how much would you estimate the stock price would drop, if Russia confiscated Chevron's properties, please?

Upvote 2

Read Answer Asked by james on June 03, 2024

• Powell Industries Inc. (POWL $260.36)
  • $260.36 P/E (TTM): 16.92X Cap: $9.30B
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Q: With respect to my last question just asked, can you please also address the high short interest in Powl. Is it best to avoid stocks with such high short
Interests? Thanks.

Upvote 2

Read Answer Asked by Jason on June 03, 2024

• Powell Industries Inc. (POWL $260.36)
  • $260.36 P/E (TTM): 16.92X Cap: $9.30B
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• Vistra Corp. (VST $158.27)
  • $158.27 P/E (TTM): 76.41X Cap: $54.54B
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• Constellation Energy Corporation (CEG $301.95)
  • $301.95 P/E (TTM): 42.59X Cap: $95.78B
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Q: These are seeing big drops today - powl in particular. Are you aware of any reason? I was planning on holding all three for at least a year but am now wondering whether I should bail. Any insight would be appreciated. Thanks.

Upvote 1

Read Answer Asked by Jason on June 03, 2024

• Adobe Inc. (ADBE $240.62)
  • $240.62 P/E (TTM): 13.95X Cap: $98.30B
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• Salesforce Inc. (CRM $179.40)
  • $179.40 P/E (TTM): 23.1X Cap: $167.35B
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Q: It seems that any earning beat or miss is creating huge price movements, I realize this is speculation, but with the recent drop in Adobes price would you anticipate much of a drop from here if Adobe's numbers aren't in line. I am a shareholder just looking for some support.

Upvote 2

Read Answer Asked by Steve on June 03, 2024

• Ulta Beauty Inc. (ULTA $530.60)
  • $530.60 P/E (TTM): 21.05X Cap: $23.44B
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Q: Thoughts on recent earnings? Thoughts going forward?

Upvote 2

Read Answer Asked by sean on June 03, 2024

• Adobe Inc. (ADBE $240.62)
  • $240.62 P/E (TTM): 13.95X Cap: $98.30B
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• Microsoft Corporation (MSFT $424.91)
  • $424.91 P/E (TTM): 26.57X Cap: $3.18T
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• Booking Holdings Inc. (BKNG $176.24)
  • $176.24 P/E (TTM): 1.07X Cap: $135.78B
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• Mastercard Incorporated (MA $525.76)
  • $525.76 P/E (TTM): 30.66X Cap: $445.57B
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• Pfizer Inc. (PFE $26.35)
  • $26.35 P/E (TTM): 19.7X Cap: $150.62B
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• UnitedHealth Group Incorporated (DE) (UNH $368.23)
  • $368.23 P/E (TTM): 26.81X Cap: $333.10B
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• Visa Inc. (V $336.74)
  • $336.74 P/E (TTM): 29.05X Cap: $592.62B
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• Ulta Beauty Inc. (ULTA $530.60)
  • $530.60 P/E (TTM): 21.05X Cap: $23.44B
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• Airbnb Inc. (ABNB $137.96)
  • $137.96 P/E (TTM): 35.0X Cap: $82.66B
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Q: My current exposure to the US market is through, ZQQ, VFV, VUN, VGG, and GOOG, AMZN, CVS, and BRK CDR’s. I would like to increase my US weighting and have CAD$150,000 to invest and am considering dividing this into equal amounts in V, MA, UNH, PFE, ADBE, and MSFT. Your thoughts on this approach and any other suggestions (5+ year holding period). Thanks!

Upvote 5

Read Answer Asked by Don on June 03, 2024

• Costco Wholesale Corporation (COST $989.62)
  • $989.62 P/E (TTM): 69.35X Cap: $440.99B
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Q: Good morning

What are your thoughts on costco latest quarter

Thks

Upvote 2

Read Answer Asked by Marcel on June 03, 2024

• Dell Technologies Inc. Class C (DELL $204.79)
  • $204.79 P/E (TTM): 24.88X Cap: $132.97B
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Q: How much is Dell's quarterly report going to be a brake on the stock for the foreseeable future? Will it last until another quarterly report shows rising margins for servers?

Upvote 1

Read Answer Asked by John on June 03, 2024

• Marvell Technology Inc. (MRVL $152.49)
  • $152.49 P/E (TTM): 51.53X Cap: $133.99B
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• Powell Industries Inc. (POWL $260.36)
  • $260.36 P/E (TTM): 16.92X Cap: $9.30B
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Q: Market reaction seems a litte rough. Any thoughts on these companies.
Cheers , Chris

Upvote 2

Read Answer Asked by Christopher on June 03, 2024

• Topicus.com Inc. (TOI $94.51)
  • $94.51 P/E (TTM): 301.36X Cap: $12.37B
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• Lumine Group Inc. (LMN $20.10)
  • $20.10 P/E (TTM): 34.95X Cap: $5.19B
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Q: Your thoughts as to why these software companies are up on a day when others are all down?

Thx

Upvote 13

Read Answer Asked by blake on June 01, 2024

• Dell Technologies Inc. Class C (DELL $204.79)
  • $204.79 P/E (TTM): 24.88X Cap: $132.97B
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• Vertiv Holdings LLC Class A (VRT $307.45)
  • $307.45 P/E (TTM): 94.55X Cap: $117.16B
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Q: A bit of a rough day for VRT. Is this related to Dell earnings?

Upvote 6

Read Answer Asked by William on June 01, 2024

• Vertiv Holdings LLC Class A (VRT $307.45)
  • $307.45 P/E (TTM): 94.55X Cap: $117.16B
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Q: Any reason for the drop in VRT today? I haven't seen any news that would account for this.

Upvote 4

Read Answer Asked by Valerie on June 01, 2024

• Comfort Systems USA Inc. (FIX $1,751.40)
  • $1,751.40 P/E (TTM): 62.08X Cap: $60.52B
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• Trane Technologies plc (TT $488.27)
  • $488.27 P/E (TTM): 37.43X Cap: $106.30B
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Q: Recently FIX has been very favourably mentioned in the Q + A. I have been holding TT for some time (and wow, thanks very much 5i for referring to this). Are the 2 very similar or can both be held? And if only one, which would you see as having the better total return performance going forward? Thank you for the excellent service.

Upvote 4

Read Answer Asked by Leonard on June 01, 2024

• Adobe Inc. (ADBE $240.62)
  • $240.62 P/E (TTM): 13.95X Cap: $98.30B
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Q: I am a long term investor at break even point on Adobe. Fundamentals look good to me but momentum is terrible. Earnings come out June 13. Would you sell with a view to possibly buying back later or ride it out?

Upvote 3

Read Answer Asked by Andrew on May 31, 2024

• Intuitive Surgical Inc. (ISRG $452.79)
  • $452.79 P/E (TTM): 57.23X Cap: $165.26B
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• Eli Lilly and Company (LLY $860.45)
  • $860.45 P/E (TTM): 37.83X Cap: $825.77B
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• Veeva Systems Inc. Class A (VEEV $155.84)
  • $155.84 P/E (TTM): 29.49X Cap: $25.88B
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Q: Could you please comment on VEEV earnings? Is it still a buy? If I wanted to replace it with another stock, any suggestions? Thanks.

Upvote 1

Read Answer Asked by William on May 31, 2024

• Booking Holdings Inc. (BKNG $176.24)
  • $176.24 P/E (TTM): 1.07X Cap: $135.78B
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• NextEra Energy Inc. (NEE $96.24)
  • $96.24 P/E (TTM): 28.74X Cap: $201.25B
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• Axon Enterprise Inc. (AXON $382.17)
  • $382.17 P/E (TTM): 266.62X Cap: $32.73B
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• Arthur J. Gallagher & Co. (AJG $211.31)
  • $211.31 P/E (TTM): 37.47X Cap: $54.82B
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• CrowdStrike Holdings Inc. (CRWD $447.72)
  • $447.72 Cap: $115.39B
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Q: Please recommend 3-5 quality US stocks or ETFs for long-term holds that are currently at a good buying price.

Thanks as always.

Upvote 10

Read Answer Asked by Kevin on May 31, 2024

• Adobe Inc. (ADBE $240.62)
  • $240.62 P/E (TTM): 13.95X Cap: $98.30B
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Q: Hi there,

Why did Adbe drop so much yesterday? I saw another comment that it’s related to CRM reporting but is there something seriously wrong with Adbe or is this drop overblown and it’s an opportunity to add for 1-3 year period?

Thanks!

Upvote 3

Read Answer Asked by Robert on May 31, 2024