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TransMedics Group Inc. (TMDX $115.68)
- $115.68 Fwd P/E: 85.19X Cap: $3.95B
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TransMedics Group Inc. (TMDX $115.68)
- $115.68 Fwd P/E: 85.19X Cap: $3.95B
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Q: What's going on with TMDX? Is it time to sell and cut your losses?
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Intuitive Surgical Inc. (ISRG $512.23)
- $512.23 Fwd P/E: 75.61X Cap: $183.53B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $157.86)
- $157.86 Fwd P/E: 95.72X Cap: $207.51B
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Axon Enterprise Inc. (AXON $745.87)
- $745.87 Fwd P/E: 181.22X Cap: $58.40B
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CrowdStrike Holdings Inc. (CRWD $473.28)
- $473.28 Cap: $118.68B
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Celsius Holdings Inc. (CELH $45.51)
- $45.51 Fwd P/E: 137.79X Cap: $11.71B
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Genius Sports Limited (GENI $10.23)
- $10.23 Cap: $2.47B
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Sportradar Group AG (SRAD $29.56)
- $29.56 Cap: $8.76B
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TransMedics Group Inc. (TMDX $115.68)
- $115.68 Fwd P/E: 85.19X Cap: $3.95B
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Nebius Group N.V. (NBIS $53.53)
- $53.53 Cap: $12.36B
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Q: Do any of these companies fwd P/E's or P/S's concern you at all vs their expected growth rates?
They range from 50x to 127x. I'm looking to increase positions in NBIS/SRAD/GENI so I'm thinking of trimming some of these higher valuation names to add to these lower position names. However, I don't want to trim these long term compounders if they still have legs, but at such high valuations, when does it make sense to trim a name like CRWD to add to NBIS currently? I understand that great companies generally have higher valuations for a reason and investors have to pay up for great long term compounders. Thank you!
They range from 50x to 127x. I'm looking to increase positions in NBIS/SRAD/GENI so I'm thinking of trimming some of these higher valuation names to add to these lower position names. However, I don't want to trim these long term compounders if they still have legs, but at such high valuations, when does it make sense to trim a name like CRWD to add to NBIS currently? I understand that great companies generally have higher valuations for a reason and investors have to pay up for great long term compounders. Thank you!
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Apple Inc. (AAPL $209.11)
- $209.11 Fwd P/E: 32.5X Cap: $3.11T
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Amazon.com Inc. (AMZN $226.35)
- $226.35 Fwd P/E: 36.76X Cap: $2.39T
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Alphabet Inc. (GOOG $183.10)
- $183.10 Fwd P/E: 20.4X Cap: $2.21T
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Intuitive Surgical Inc. (ISRG $512.23)
- $512.23 Fwd P/E: 75.61X Cap: $183.53B
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NVIDIA Corporation (NVDA $170.70)
- $170.70 Fwd P/E: 52.93X Cap: $4T
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Booking Holdings Inc. (BKNG $5,675.53)
- $5,675.53 Fwd P/E: 35.95X Cap: $187.62B
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Salesforce Inc. (CRM $257.58)
- $257.58 Fwd P/E: 40.64X Cap: $248.25B
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Welltower Inc. (WELL $156.71)
- $156.71 Fwd P/E: 90.33X Cap: $103.37B
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JPMorgan Chase & Co. (JPM $286.55)
- $286.55 Fwd P/E: 14.17X Cap: $802.32B
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Visa Inc. (V $347.02)
- $347.02 Fwd P/E: 35.23X Cap: $669.62B
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Enbridge Inc. (ENB $62.10)
- $62.10 Fwd P/E: 22.89X Cap: $134.98B
- View ENB Profile
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Constellation Software Inc. (CSU $4,913.60)
- $4,913.60 Fwd P/E: 103.57X Cap: $103.58B
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Dollarama Inc. (DOL $188.56)
- $188.56 Fwd P/E: 43.72X Cap: $53.08B
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WSP Global Inc. (WSP $283.18)
- $283.18 Fwd P/E: 52.04X Cap: $37.18B
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Celestica Inc. (CLS $220.20)
- $220.20 Fwd P/E: 46.34X Cap: $25.54B
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Thomson Reuters Corporation (TRI $288.51)
- $288.51 Fwd P/E: 44.83X Cap: $132.22B
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Alimentation Couche-Tard Inc. (ATD $68.10)
- $68.10 Fwd P/E: 18.49X Cap: $65.32B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $157.86)
- $157.86 Fwd P/E: 95.72X Cap: $207.51B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
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Axon Enterprise Inc. (AXON $745.87)
- $745.87 Fwd P/E: 181.22X Cap: $58.40B
- View AXON Profile
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Toronto Dominion Bank (The) (TD $73.45)
- $73.45 Fwd P/E: 10.39X Cap: $127.51B
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CrowdStrike Holdings Inc. (CRWD $473.28)
- $473.28 Cap: $118.68B
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Vertiv Holdings LLC Class A (VRT $127.37)
- $127.37 Fwd P/E: 72.51X Cap: $47.53B
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RTX Corporation (RTX $148.68)
- $148.68 Fwd P/E: 43.78X Cap: $199.43B
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Cellebrite DI Ltd. (CLBT $14.25)
- $14.25 Cap: $3.50B
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Brookfield Corporation Class A Limited Voting Shares (BN $86.87)
- $86.87 Fwd P/E: 228.2X Cap: $144.19B
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $77.86)
- $77.86 Fwd P/E: 41.02X Cap: $125.92B
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Lumine Group Inc. (LMN $51.15)
- $51.15 Cap: $13.11B
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TransMedics Group Inc. (TMDX $115.68)
- $115.68 Fwd P/E: 85.19X Cap: $3.95B
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- View Questions on TMDX
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Costco CDR (CAD Hedged) (COST $44.14)
- $44.14 Fwd P/E: 59.23X Cap: $595.39B
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Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.
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