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Apple Inc. (AAPL $283.10)
- $283.10 P/E (TTM): 37.28X Cap: $4.12T
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Apple Inc. (AAPL $283.10)
- $283.10 P/E (TTM): 37.28X Cap: $4.12T
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Visa Inc. (V $330.39)
- $330.39 P/E (TTM): 32.79X Cap: $644.03B
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Q: I must shortly divest part of my RRIF to meet legal requirements.
I would like to retain those stocks with the best longer term appreciation expectations.
My candidates for sale are:
AAPL currently overweighted
CNQ
SU
Visa currently underweighted
What would be your suggestion(s)?
Many thanks for your ongoing great work!
I would like to retain those stocks with the best longer term appreciation expectations.
My candidates for sale are:
AAPL currently overweighted
CNQ
SU
Visa currently underweighted
What would be your suggestion(s)?
Many thanks for your ongoing great work!
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Apple Inc. (AAPL $283.10)
- $283.10 P/E (TTM): 37.28X Cap: $4.12T
- View AAPL Profile
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NVIDIA Corporation (NVDA $179.92)
- $179.92 P/E (TTM): 50.43X Cap: $4.37T
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Axon Enterprise Inc. (AXON $533.21)
- $533.21 P/E (TTM): 171.26X Cap: $42.62B
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CrowdStrike Holdings Inc. (CRWD $504.13)
- $504.13 Cap: $126.51B
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Q: Hi everyone at 5i thank you all for the great information love this service. So from an analytics point of view I am overweight tech and under weight industrials. Given the recent pull back is this a “good“ switch? This is in a registered account so no tax implications. I’m not that good at charts but it looks like there is some support at $500 for AXON? The other tech stocks I have are NVDA, SHOP, AAPL, CSU, LMN, TOI, of these CRWD is the worst performer only because of the date of acquiring it. I would love to hear your opinion. Thanks again for all your help.
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Apple Inc. (AAPL $283.10)
- $283.10 P/E (TTM): 37.28X Cap: $4.12T
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Amazon.com Inc. (AMZN $233.88)
- $233.88 P/E (TTM): 32.94X Cap: $2.49T
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Alphabet Inc. (GOOG $315.12)
- $315.12 P/E (TTM): 31.6X Cap: $3.86T
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Intuitive Surgical Inc. (ISRG $567.37)
- $567.37 P/E (TTM): 75.76X Cap: $205.57B
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NVIDIA Corporation (NVDA $179.92)
- $179.92 P/E (TTM): 50.43X Cap: $4.37T
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Booking Holdings Inc. (BKNG $4,891.81)
- $4,891.81 P/E (TTM): 32.02X Cap: $157.68B
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Salesforce Inc. (CRM $232.83)
- $232.83 P/E (TTM): 33.51X Cap: $221.65B
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JPMorgan Chase & Co. (JPM $308.92)
- $308.92 P/E (TTM): 15.5X Cap: $840.96B
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Eli Lilly and Company (LLY $1,057.89)
- $1,057.89 P/E (TTM): 52.62X Cap: $1T
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United Rentals Inc. (URI $805.24)
- $805.24 P/E (TTM): 21.0X Cap: $51.81B
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Visa Inc. (V $330.39)
- $330.39 P/E (TTM): 32.79X Cap: $644.03B
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Toronto-Dominion Bank (The) (TD $116.96)
- $116.96 P/E (TTM): 9.93X Cap: $199.67B
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Enbridge Inc. (ENB $68.44)
- $68.44 P/E (TTM): 25.98X Cap: $149.28B
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Constellation Software Inc. (CSU $3,319.39)
- $3,319.39 P/E (TTM): 76.8X Cap: $71.67B
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Dollarama Inc. (DOL $198.64)
- $198.64 P/E (TTM): 44.24X Cap: $54.90B
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WSP Global Inc. (WSP $245.77)
- $245.77 P/E (TTM): 36.56X Cap: $32.09B
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Celestica Inc. (CLS $445.21)
- $445.21 P/E (TTM): 56.81X Cap: $51.21B
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Thomson Reuters Corporation (TRI $186.49)
- $186.49 P/E (TTM): 34.77X Cap: $82.95B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $209.11)
- $209.11 P/E (TTM): 89.47X Cap: $272.11B
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Monolithic Power Systems Inc. (MPWR $928.35)
- $928.35 P/E (TTM): 23.81X Cap: $44.47B
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Axon Enterprise Inc. (AXON $533.21)
- $533.21 P/E (TTM): 171.26X Cap: $42.62B
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CECO Environmental Corp. (CECO $51.92)
- $51.92 P/E (TTM): 36.73X Cap: $1.85B
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EnerSys (ENS $142.52)
- $142.52 P/E (TTM): 16.74X Cap: $5.26B
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Galaxy Digital Inc. Class A common stock (GLXY $34.74)
- $34.74 Cap: $14.58B
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CrowdStrike Holdings Inc. (CRWD $504.13)
- $504.13 Cap: $126.51B
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Vertiv Holdings LLC Class A (VRT $179.22)
- $179.22 P/E (TTM): 67.82X Cap: $68.43B
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RTX Corporation (RTX $168.02)
- $168.02 P/E (TTM): 35.92X Cap: $224.90B
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Robinhood Markets Inc. (HOOD $123.24)
- $123.24 P/E (TTM): 53.54X Cap: $110.81B
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Brookfield Corporation Class A Limited Voting Shares (BN $64.87)
- $64.87 P/E (TTM): 94.15X Cap: $145.65B
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Nebius Group N.V. (NBIS $100.15)
- $100.15 Cap: $23.84B
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Costco CDR (CAD Hedged) (COST $41.22)
- $41.22 P/E (TTM): 50.17X Cap: $565.58B
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Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.
Thanks again for all the insights - love the service you provide.
Thanks again for all the insights - love the service you provide.
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