Investment Q&A

• Amazon.com Inc. (AMZN $271.31)
  • $271.31 P/E (TTM): 37.41X Cap: $2.88T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $1,011.83)
  • $1,011.83 P/E (TTM): 70.31X Cap: $448.84B
  • View COST Profile
  • View Questions on COST
• Micron Technology Inc. (MU $578.75)
  • $578.75 P/E (TTM): 25.6X Cap: $611.46B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $198.16)
  • $198.16 P/E (TTM): 40.5X Cap: $4.82T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $169.60)
  • $169.60 P/E (TTM): 35.69X Cap: $186.56B
  • View QCOM Profile
  • View Questions on QCOM
• Eli Lilly and Company (LLY $971.70)
  • $971.70 P/E (TTM): 41.98X Cap: $907.20B
  • View LLY Profile
  • View Questions on LLY
• ASML Holding N.V. (ASML $1,386.74)
  • $1,386.74 P/E (TTM): 49.25X Cap: $549.99B
  • View ASML Profile
  • View Questions on ASML
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $400.57)
  • $400.57 P/E (TTM): 38.54X Cap: $2.06T
  • View TSM Profile
  • View Questions on TSM
• Datadog Inc. (DDOG $145.90)
  • $145.90 P/E (TTM): 453.32X Cap: $50.02B
  • View DDOG Profile
  • View Questions on DDOG
• Propel Holdings Inc. (PRL $21.82)
  • $21.82 P/E (TTM): 10.89X Cap: $842M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: I presently have $66,000 to invest and am looking at these stocks to buy. Please place them in order of preference . Best choices first and if there is some you would not buy at present prices ? I could have an extra $5,000 available if I sold my DDOG. Is it a hold or sell ? Thanks for your help !

Upvote 17

Read Answer Asked by Frank on June 10, 2024

• Southern Company (The) (SO $95.71)
  • $95.71 P/E (TTM): 24.67X Cap: $109.11B
  • View SO Profile
  • View Questions on SO

Q: Hi there,

I’d like to add a US utility with some exposure to clean energy including Nuclear and decent dividend. I stumbled on SO. What do you think?

Thank you!

Upvote 3

Read Answer Asked by Robert on June 10, 2024

• Realty Income Corporation (O $63.44)
  • $63.44 P/E (TTM): 54.54X Cap: $59.49B
  • View O Profile
  • View Questions on O

Q: Can I get thoughts on O? Seems like it might be a good time to buy.
Thank you

Upvote 2

Read Answer Asked by Terry on June 10, 2024

• Salesforce Inc. (CRM $185.88)
  • $185.88 P/E (TTM): 23.57X Cap: $169.66B
  • View CRM Profile
  • View Questions on CRM
• Atlassian Corporation (TEAM $93.28)
  • $93.28 Cap: $23.44B
  • View TEAM Profile
  • View Questions on TEAM
• MongoDB Inc. (MDB $264.93)
  • $264.93 Cap: $21.17B
  • View MDB Profile
  • View Questions on MDB
• Elastic N.V. (ESTC $50.27)
  • $50.27 Cap: $5.03B
  • View ESTC Profile
  • View Questions on ESTC
• Snowflake Inc. (SNOW $145.25)
  • $145.25 Cap: $48.74B
  • View SNOW Profile
  • View Questions on SNOW
• UiPath Inc. Class A (PATH $10.98)
  • $10.98 P/E (TTM): 20.52X Cap: $5.59B
  • View PATH Profile
  • View Questions on PATH

Q: Please comment on ESTC most recent earnings. Thank you.

Upvote 3

Read Answer Asked by Larry M. on June 10, 2024

• Amazon.com Inc. (AMZN $271.31)
  • $271.31 P/E (TTM): 37.41X Cap: $2.88T
  • View AMZN Profile
  • View Questions on AMZN
• Booking Holdings Inc. (BKNG $166.47)
  • $166.47 P/E (TTM): 1.02X Cap: $131.44B
  • View BKNG Profile
  • View Questions on BKNG
• Vertiv Holdings LLC Class A (VRT $328.97)
  • $328.97 P/E (TTM): 96.28X Cap: $126.10B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $33.78)
  • $33.78 P/E (TTM): 134.92X Cap: $8.66B
  • View CELH Profile
  • View Questions on CELH
• Nextpower Inc. (NXT $116.36)
  • $116.36 P/E (TTM): 30.67X Cap: $17.80B
  • View NXT Profile
  • View Questions on NXT

Q: Hi 5i Team,
I will be adding to one or more to small existing positions in either VRT, CELH, AMZN, BKNG, and or NXT. Could you please list in order of preference for addition at this time and considering a decent time frame and high risk tolerance. A short comment on the pros and cons of each would be appreciated.

Thanks in advance.

Upvote 26

Read Answer Asked by Bob on June 07, 2024

• Zscaler Inc. (ZS $142.63)
  • $142.63 Cap: $22.48B
  • View ZS Profile
  • View Questions on ZS
• CrowdStrike Holdings Inc. (CRWD $468.78)
  • $468.78 Cap: $115.55B
  • View CRWD Profile
  • View Questions on CRWD

Q: I have been holding CRWD for about 3 years and the stock has done well for me. At this point if I want more exposure to Cybersecurity space, would you recommend adding to CRWD or starting position in a different name. If yes, what names do you suggest?

Upvote 8

Read Answer Asked by Anh on June 07, 2024

• Robinhood Markets Inc. (HOOD $76.80)
  • $76.80 P/E (TTM): 36.11X Cap: $66.33B
  • View HOOD Profile
  • View Questions on HOOD

Q: Could I have 5i's considered views on the company, its current profitability as well as future prospects? Any comments on the founders and the Insiders holdings will be appreciated.

Upvote 1

Read Answer Asked by ANTONY on June 07, 2024

• JPMorgan Chase & Co. (JPM $308.12)
  • $308.12 P/E (TTM): 15.62X Cap: $838.11B
  • View JPM Profile
  • View Questions on JPM
• Mastercard Incorporated (MA $506.04)
  • $506.04 P/E (TTM): 29.99X Cap: $437.78B
  • View MA Profile
  • View Questions on MA
• U.S. Bancorp (USB $55.50)
  • $55.50 P/E (TTM): 12.19X Cap: $87.47B
  • View USB Profile
  • View Questions on USB
• Visa Inc. (V $327.72)
  • $327.72 P/E (TTM): 30.8X Cap: $621.44B
  • View V Profile
  • View Questions on V
• Royal Bank of Canada (RY $242.08)
  • $242.08 P/E (TTM): 16.38X Cap: $341.03B
  • View RY Profile
  • View Questions on RY
• Bank of Nova Scotia (The) (BNS $104.24)
  • $104.24 P/E (TTM): 20.63X Cap: $130.70B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• National Bank of Canada (NA $202.92)
  • $202.92 P/E (TTM): 19.71X Cap: $79.44B
  • View NA Profile
  • View Questions on NA

Q: The most recent question I found on USB was August last year. What is your current opinion on USB? Can you compare it to Visa for total possible return over a 5 year period? I presently hold no US financials.
Thank you.

Upvote 6

Read Answer Asked by Harvey on June 07, 2024

• Costco Wholesale Corporation (COST $1,011.83)
  • $1,011.83 P/E (TTM): 70.31X Cap: $448.84B
  • View COST Profile
  • View Questions on COST

Q: Hello Team,
Is it too late acquire COST? If not, what is a good entry price?
Thanks,

Upvote 7

Read Answer Asked by Saeed on June 07, 2024

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC
• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
  • $14.39 P/E (TTM): 32.65X
  • View CJP Profile
  • View Questions on CJP
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $67.44)
  • $67.44 P/E (TTM): 32.77X Cap: $5.02B
  • View XQQ Profile
  • View Questions on XQQ
• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $52.26)
  • $52.26 P/E (TTM): 17.88X Cap: $733M
  • View XSU Profile
  • View Questions on XSU
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $45.31)
  • $45.31 P/E (TTM): 17.19X Cap: $634M
  • View VE Profile
  • View Questions on VE
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $48.03)
  • $48.03 P/E (TTM): 6.04X Cap: $4B
  • View VEE Profile
  • View Questions on VEE
• Vanguard S&P 500 Index ETF (VFV $173.80)
  • $173.80 P/E (TTM): 26.01X Cap: $30.35B
  • View VFV Profile
  • View Questions on VFV
• State Street SPDR S&P 500 ETF Trust (SPY $718.03)
  • $718.03 P/E (TTM): 25.73X Cap: $735.87B
  • View SPY Profile
  • View Questions on SPY
• Vanguard Total International Stock (VXUS $82.27)
  • $82.27 P/E (TTM): 10.89X Cap: $146.93B
  • View VXUS Profile
  • View Questions on VXUS
• Vanguard Total Stock Market ETF (VTI $354.09)
  • $354.09 P/E (TTM): 25.59X Cap: $591.54B
  • View VTI Profile
  • View Questions on VTI

Q: Good afternoon, Please recommend your 3 favourite international equity ETFs (without US holdings) and your 3 favourite US market ETFs. I already own QQQ which represents approx. 10% of my RRSP (in US dollars). Further, what are your thoughts on investing in the US market in US dollars (converted using Norbert Gambit) vs. Cnd. dollars? Is there an approach which has generated better results? Thank you.

Upvote 9

Read Answer Asked by bernie on June 07, 2024

• Vertiv Holdings LLC Class A (VRT $328.97)
  • $328.97 P/E (TTM): 96.28X Cap: $126.10B
  • View VRT Profile
  • View Questions on VRT

Q: Down again on big volume today. Any idea why? Does it have to do with competition from HPE? With a stock like this still being up a ton I worry about how much further it can fall before it finds a bottom. Do you have confidence in holding? Thanks.

Upvote 9

Read Answer Asked by Jason on June 07, 2024

• Vertiv Holdings LLC Class A (VRT $328.97)
  • $328.97 P/E (TTM): 96.28X Cap: $126.10B
  • View VRT Profile
  • View Questions on VRT

Q: Where do you feel a good support level will be for VRT?

Upvote 4

Read Answer Asked by Gary on June 07, 2024

• Dell Technologies Inc. Class C (DELL $211.24)
  • $211.24 P/E (TTM): 24.21X Cap: $135.71B
  • View DELL Profile
  • View Questions on DELL
• Vertiv Holdings LLC Class A (VRT $328.97)
  • $328.97 P/E (TTM): 96.28X Cap: $126.10B
  • View VRT Profile
  • View Questions on VRT

Q: Vertiv Holdings Co dropped over 9% today. What do you think may have contributed to the drop? Do you this stock is still a good buy at these prices?

Thanks

Upvote 5

Read Answer Asked by Robert on June 07, 2024

• BMO S&P 500 Index ETF (ZSP $107.29)
  • $107.29 P/E (TTM): 25.58X Cap: $22.44B
  • View ZSP Profile
  • View Questions on ZSP
• Global X S&P 500 Index Corporate Class ETF (HXS $101.29)
  • $101.29 Cap: $6.20B
  • View HXS Profile
  • View Questions on HXS
• Vanguard Dividend Appreciation FTF (VIG $226.99)
  • $226.99 P/E (TTM): 24.38X Cap: $105.68B
  • View VIG Profile
  • View Questions on VIG
• State Street SPDR S&P 500 ETF Trust (SPY $718.03)
  • $718.03 P/E (TTM): 25.73X Cap: $735.87B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $672.75)
  • $672.75 P/E (TTM): 33.49X Cap: $441.87B
  • View QQQ Profile
  • View Questions on QQQ
• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $108.13)
  • $108.13 P/E (TTM): 33.18X Cap: $1.51B
  • View HXQ Profile
  • View Questions on HXQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $121.47)
  • $121.47 P/E (TTM): 32.59X Cap: $2.05B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: If using your balanced portfolio as my canadian content for an equity portfolio could you please recommend some equity etfs for ex canadian content and what % would be canadian of the total portfolio? I was thinking 40% and 60% outside canada

Thx

Upvote 7

Read Answer Asked by blake on June 06, 2024

• Heico Corporation (HEI $270.82)
  • $270.82 P/E (TTM): 53.03X Cap: $37.43B
  • View HEI Profile
  • View Questions on HEI

Q: I have held Heico for 4 years. I am up 168% over that time. HEI hit another high today. CFRA has a SELL on the stock. Do you think this is based on valuation or due to its long run-up? I have been trimming on the way up.

Thanks very much.

Mike

Upvote 2

Read Answer Asked by Michael on June 06, 2024

• Paycom Software Inc. (PAYC $134.04)
  • $134.04 P/E (TTM): 16.33X Cap: $6.29B
  • View PAYC Profile
  • View Questions on PAYC

Q: I keep holding and waiting expecting this to turn around. I only see positives with their fundamentals and management seems stable. With the economy and jobs staying pretty hot I can’t explain this one. What am I missing? Should I be accumulating this one?

Upvote 3

Read Answer Asked by Cameron on June 06, 2024

• CrowdStrike Holdings Inc. (CRWD $468.78)
  • $468.78 Cap: $115.55B
  • View CRWD Profile
  • View Questions on CRWD

Q: Can you comment on Crowdstrike’s recent earnings. It seems to be the best performer of its peers. What does the current valuation look like compared to its historical averages?

Upvote 10

Read Answer Asked by Matthew on June 06, 2024

• Intel Corporation (INTC $96.77)
  • $96.77 Cap: $500.69B
  • View INTC Profile
  • View Questions on INTC
• NVIDIA Corporation (NVDA $198.16)
  • $198.16 P/E (TTM): 40.5X Cap: $4.82T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $342.97)
  • $342.97 P/E (TTM): 136.05X Cap: $587.80B
  • View AMD Profile
  • View Questions on AMD

Q: Hi, Is too early to bet on INTC after their new AI chip announcement? What would be a good wait-and-see period?

Upvote 7

Read Answer Asked by Denise on June 06, 2024

• Snowflake Inc. (SNOW $145.25)
  • $145.25 Cap: $48.74B
  • View SNOW Profile
  • View Questions on SNOW

Q: Hi,

What is your opinion of SNOW ? If you like it, is this an entry point as the momentum is against it.

Upvote 2

Read Answer Asked by Rajiv on June 06, 2024

Q: Hi Peter and Staff

May I have the returns including dividends January 1/24 to May 31/24 for

-TSX
-s&P 500
-Nasdaq

Thanks for all you do
Dennis

Upvote 1

Read Answer Asked by Dennis on June 06, 2024