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Apple Inc. (AAPL $278.78)
- $278.78 P/E (TTM): 37.27X Cap: $4.11T
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Apple Inc. (AAPL $278.78)
- $278.78 P/E (TTM): 37.27X Cap: $4.11T
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Visa Inc. (V $331.24)
- $331.24 P/E (TTM): 32.47X Cap: $637.87B
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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 $278.78)
- $278.78 P/E (TTM): 37.27X Cap: $4.11T
- View AAPL Profile
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NVIDIA Corporation (NVDA $182.41)
- $182.41 P/E (TTM): 51.97X Cap: $4.43T
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Axon Enterprise Inc. (AXON $550.95)
- $550.95 P/E (TTM): 174.68X Cap: $43.47B
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CrowdStrike Holdings Inc. (CRWD $512.03)
- $512.03 Cap: $129.08B
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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 $278.78)
- $278.78 P/E (TTM): 37.27X Cap: $4.11T
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Amazon.com Inc. (AMZN $229.53)
- $229.53 P/E (TTM): 32.42X Cap: $2.45T
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Alphabet Inc. (GOOG $322.09)
- $322.09 P/E (TTM): 31.8X Cap: $3.87T
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Intuitive Surgical Inc. (ISRG $575.34)
- $575.34 P/E (TTM): 76.0X Cap: $203.95B
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NVIDIA Corporation (NVDA $182.41)
- $182.41 P/E (TTM): 51.97X Cap: $4.43T
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Booking Holdings Inc. (BKNG $5,197.04)
- $5,197.04 P/E (TTM): 33.85X Cap: $167.52B
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Salesforce Inc. (CRM $260.57)
- $260.57 P/E (TTM): 37.87X Cap: $244.15B
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JPMorgan Chase & Co. (JPM $315.04)
- $315.04 P/E (TTM): 15.6X Cap: $857.62B
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Eli Lilly and Company (LLY $1,010.31)
- $1,010.31 P/E (TTM): 49.43X Cap: $955.13B
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United Rentals Inc. (URI $796.91)
- $796.91 P/E (TTM): 20.53X Cap: $50.70B
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Visa Inc. (V $331.24)
- $331.24 P/E (TTM): 32.47X Cap: $637.87B
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Toronto-Dominion Bank (The) (TD $122.20)
- $122.20 P/E (TTM): 10.31X Cap: $208.62B
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Enbridge Inc. (ENB $66.58)
- $66.58 P/E (TTM): 25.46X Cap: $145.22B
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Constellation Software Inc. (CSU $3,325.82)
- $3,325.82 P/E (TTM): 75.52X Cap: $70.47B
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Dollarama Inc. (DOL $201.11)
- $201.11 P/E (TTM): 44.49X Cap: $55.58B
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WSP Global Inc. (WSP $241.70)
- $241.70 P/E (TTM): 36.15X Cap: $31.56B
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Celestica Inc. (CLS $449.52)
- $449.52 P/E (TTM): 53.19X Cap: $51.71B
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Thomson Reuters Corporation (TRI $184.66)
- $184.66 P/E (TTM): 33.87X Cap: $82.14B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.78)
- $222.78 P/E (TTM): 89.3X Cap: $289.89B
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Monolithic Power Systems Inc. (MPWR $963.28)
- $963.28 P/E (TTM): 24.71X Cap: $46.14B
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Axon Enterprise Inc. (AXON $550.95)
- $550.95 P/E (TTM): 174.68X Cap: $43.47B
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CECO Environmental Corp. (CECO $54.93)
- $54.93 P/E (TTM): 38.68X Cap: $1.95B
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EnerSys (ENS $147.65)
- $147.65 P/E (TTM): 17.27X Cap: $5.44B
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Galaxy Digital Inc. Class A common stock (GLXY $35.26)
- $35.26 Cap: $13.77B
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CrowdStrike Holdings Inc. (CRWD $512.03)
- $512.03 Cap: $129.08B
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Vertiv Holdings LLC Class A (VRT $189.02)
- $189.02 P/E (TTM): 71.33X Cap: $72.26B
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RTX Corporation (RTX $171.10)
- $171.10 P/E (TTM): 35.13X Cap: $229.40B
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Robinhood Markets Inc. (HOOD $131.95)
- $131.95 P/E (TTM): 54.98X Cap: $118.64B
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Brookfield Corporation Class A Limited Voting Shares (BN $64.54)
- $64.54 P/E (TTM): 92.1X Cap: $144.91B
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Nebius Group N.V. (NBIS $98.04)
- $98.04 Cap: $23.34B
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Costco CDR (CAD Hedged) (COST $40.46)
- $40.46 P/E (TTM): 49.13X Cap: $548.16B
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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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