• Celestica Inc. (CLS $220.38)
  • $220.38 Fwd P/E: 45.36X Cap: $24.95B
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• Celestica Inc. (CLS $161.03)
  • $161.03 Fwd P/E: 45.36X Cap: $18.26B
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• Cloudflare Inc. Class A (NET $181.39)
  • $181.39 Cap: $62.87B
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Q: Here are two stocks that well performed since the last weeks. In view of rebalancing somewhat a portfolio, do you consider it's a good time now to envisage some trimming, or do you think the momentum has a good probability to be continued on the mid term?

Thank you very much in advance

Upvote 4

Read Answer Asked by Gabriel on June 23, 2025

• GE Aerospace (GE $255.42)
  • $255.42 Fwd P/E: 39.28X Cap: $272.37B
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• Cameco Corporation (CCO $99.48)
  • $99.48 Fwd P/E: 169.81X Cap: $43.30B
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• Pan American Silver Corp. (PAAS $41.48)
  • $41.48 Fwd P/E: 33.7X Cap: $15.11B
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• Spotify Technology S.A. (SPOT $709.15)
  • $709.15 Cap: $144.71B
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• Axon Enterprise Inc. (AXON $729.62)
  • $729.62 Fwd P/E: 177.05X Cap: $57.06B
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• CrowdStrike Holdings Inc. (CRWD $478.45)
  • $478.45 Cap: $121.41B
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• Cloudflare Inc. Class A (NET $181.39)
  • $181.39 Cap: $62.87B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • Fwd P/E: 58.34X
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• Palantir Technologies Inc. (PLTR $142.10)
  • $142.10 Fwd P/E: 619.57X Cap: $336.28B
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• GE Vernova Inc. (GEV $539.16)
  • $539.16 Fwd P/E: 77.49X Cap: $147.21B
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Q: Many stocks are at or close to all time highs, particularly these. Do you see any of these having strong forward momentum from here? Could you give me entry prices for these 6 stocks please. Across all sectors, is there any other Companies you see as having stronger for upward momentum from todays prices? Thanks!

Upvote 4

Read Answer Asked by Pat on June 17, 2025

• Cloudflare Inc. Class A (NET $181.39)
  • $181.39 Cap: $62.87B
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Q: Can you give me your updated analysis on CloudFlare. It seems to be getting its groove, but do the fundamentals look like a strong growth story ahead? How overvalued is it currently and would you start a position? Thx

Upvote 1

Read Answer Asked by Adam on June 12, 2025