• QUALCOMM Incorporated (QCOM $154.80)
  • $154.80 Fwd P/E: 15.8X Cap: $169.97B
  • View QCOM Profile
  • View Questions on QCOM
• Texas Instruments Incorporated (TXN $216.62)
  • $216.62 Fwd P/E: 41.03X Cap: $196.79B
  • View TXN Profile
  • View Questions on TXN
• Monolithic Power Systems Inc. (MPWR $725.24)
  • $725.24 Fwd P/E: 19.34X Cap: $34.18B
  • View MPWR Profile
  • View Questions on MPWR
• Marvell Technology Inc. (MRVL $74.65)
  • $74.65 Cap: $64.36B
  • View MRVL Profile
  • View Questions on MRVL

Q: What is your current opinion on TXN? Seems to be struggling.

Upvote 2

Read Answer Asked by David on April 15, 2025

• Applied Materials Inc. (AMAT $190.44)
  • $190.44 Fwd P/E: 23.17X Cap: $152.82B
  • View AMAT Profile
  • View Questions on AMAT
• Lam Research Corporation (LRCX $100.66)
  • $100.66 Fwd P/E: 28.05X Cap: $128.75B
  • View LRCX Profile
  • View Questions on LRCX
• NVIDIA Corporation (NVDA $172.41)
  • $172.41 Fwd P/E: 55.62X Cap: $4.20T
  • View NVDA Profile
  • View Questions on NVDA
• Finning International Inc. (FTT $61.85)
  • $61.85 Fwd P/E: 17.42X Cap: $8.32B
  • View FTT Profile
  • View Questions on FTT
• TFI International Inc. (TFII $121.12)
  • $121.12 Fwd P/E: 19.52X Cap: $10.17B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Kinaxis Inc. (KXS $201.24)
  • $201.24 Fwd P/E: 432.13X Cap: $5.65B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Trisura Group Ltd. (TSU $44.32)
  • $44.32 Fwd P/E: 19.44X Cap: $2.11B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Monolithic Power Systems Inc. (MPWR $725.24)
  • $725.24 Fwd P/E: 19.34X Cap: $34.18B
  • View MPWR Profile
  • View Questions on MPWR
• Cadence Design Systems Inc. (CDNS $315.57)
  • $315.57 Fwd P/E: 80.09X Cap: $86.16B
  • View CDNS Profile
  • View Questions on CDNS
• Century Communities Inc. (CCS $59.07)
  • $59.07 Fwd P/E: 6.11X Cap: $1.80B
  • View CCS Profile
  • View Questions on CCS
• M/I Homes Inc. (MHO $114.10)
  • $114.10 Fwd P/E: 6.03X Cap: $3.05B
  • View MHO Profile
  • View Questions on MHO
• Boyd Group Services Inc. (BYD $210.54)
  • $210.54 Fwd P/E: 247.92X Cap: $4.51B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you

Upvote 36

Read Answer Asked by Christine on January 17, 2025

• Quanta Services Inc. (PWR $403.31)
  • $403.31 Fwd P/E: 65.05X Cap: $59.77B
  • View PWR Profile
  • View Questions on PWR
• Monolithic Power Systems Inc. (MPWR $725.24)
  • $725.24 Fwd P/E: 19.34X Cap: $34.18B
  • View MPWR Profile
  • View Questions on MPWR
• Powell Industries Inc. (POWL $228.25)
  • $228.25 Fwd P/E: 16.03X Cap: $2.75B
  • View POWL Profile
  • View Questions on POWL
• Vistra Corp. (VST $193.01)
  • $193.01 Fwd P/E: 30.54X Cap: $65.49B
  • View VST Profile
  • View Questions on VST
• IES Holdings Inc. (IESC $327.15)
  • $327.15 Fwd P/E: 36.8X Cap: $6.13B
  • View IESC Profile
  • View Questions on IESC
• Constellation Energy Corporation (CEG $321.42)
  • $321.42 Fwd P/E: 33.87X Cap: $100.73B
  • View CEG Profile
  • View Questions on CEG

Q: I'm not sure what the differences between these companies are? In this theme of electrification, what areas and which specific US and CDN companies would you suggest for a long term hold?

Upvote 5

Read Answer Asked by Graeme on November 26, 2024