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Ciena Corporation (CIEN $231.89)
- $231.89 P/E (TTM): 286.38X Cap: $32.66B
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Ciena Corporation (CIEN $231.89)
- $231.89 P/E (TTM): 286.38X Cap: $32.66B
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Q: Do you consider Cien to be a buy, sell or hold for the long term?
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Amphenol Corporation (APH $154.60)
- $154.60 P/E (TTM): 51.46X Cap: $186.46B
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Flex Ltd. (FLEX $66.60)
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Jabil Inc. (JBL $253.15)
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Arista Networks Inc. (ANET $127.29)
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Ciena Corporation (CIEN $231.89)
- $231.89 P/E (TTM): 286.38X Cap: $32.66B
- View CIEN Profile
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Celestica Inc. (CLS $309.76)
- $309.76 P/E (TTM): 51.7X Cap: $35.61B
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Fabrinet (FN $488.36)
- $488.36 P/E (TTM): 50.92X Cap: $17.49B
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Q: Thanks for the recommendation on CLS!! To further the AI supply chain theme...What do you think of these other companies that are wiring, cooling, and building data centres for the future? Besides CLS, which of these do you think offer good upside from today with reasonable risk/reward?
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Cisco Systems Inc. (CSCO $73.69)
- $73.69 P/E (TTM): 29.03X Cap: $289.81B
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Hasbro Inc. (HAS $87.90)
- $87.90 Cap: $11.94B
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Salesforce Inc. (CRM $221.58)
- $221.58 P/E (TTM): 30.32X Cap: $206.20B
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The Walt Disney Company (DIS $113.19)
- $113.19 P/E (TTM): 16.23X Cap: $196.98B
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CAE Inc. (CAE $46.18)
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Cargojet Inc. Common and Variable Voting Shares (CJT $93.17)
- $93.17 P/E (TTM): 11.89X Cap: $1.36B
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Atlassian Corporation (TEAM $122.41)
- $122.41 Cap: $31.07B
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Generac Holdlings Inc. (GNRC $172.06)
- $172.06 P/E (TTM): 30.7X Cap: $9.43B
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Crocs Inc. (CROX $85.27)
- $85.27 P/E (TTM): 27.06X Cap: $4.42B
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Converge Technology Solutions Corp. (CTS $5.99)
- $5.99 Cap: $1.12B
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Ciena Corporation (CIEN $231.89)
- $231.89 P/E (TTM): 286.38X Cap: $32.66B
- View CIEN Profile
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Charter Communications Inc. (CHTR $187.37)
- $187.37 P/E (TTM): 5.26X Cap: $23.83B
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Fidelity National Financial Inc. (FNF $53.99)
- $53.99 P/E (TTM): 12.2X Cap: $14.63B
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YETI Holdings Inc. (YETI $48.68)
- $48.68 P/E (TTM): 26.44X Cap: $3.95B
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BioNTech SE (BNTX $118.00)
- $118.00 Cap: $28.31B
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Q: Hello 5i Team,
I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.
For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).
Feel free to deduct as many credits as you see fit.
Thanks in advance for your always helpful advice!
I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.
For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).
Feel free to deduct as many credits as you see fit.
Thanks in advance for your always helpful advice!
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