Investment Q&A

• Fortinet Inc. (FTNT $83.04)
  • $83.04 P/E (TTM): 34.34X Cap: $63.63B
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• Palo Alto Networks Inc. (PANW $208.55)
  • $208.55 P/E (TTM): 134.06X Cap: $139.49B
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• CrowdStrike Holdings Inc. (CRWD $493.66)
  • $493.66 Cap: $127.76B
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Q: Could you please rank your top 3 software security companies that you like today. thank you.

Upvote 8

Read Answer Asked by Cheryl on October 29, 2024

• ASGN Incorporated (ASGN $45.41)
  • $45.41 P/E (TTM): 15.35X Cap: $1.98B
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Q: Please comment on the latest quarterly results foe ASGN and the outlook for this stock.

Upvote 2

Read Answer Asked by Larry M. on October 29, 2024

• Clear Secure Inc. Class A (YOU $29.61)
  • $29.61 P/E (TTM): 19.18X Cap: $4.02B
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Q: Please advise your thoughts on You. Do you recommend as Buy or hold. Their earnings will be next week do they usually beat their earnings and their forecast

Thanks for the great advice

Upvote 2

Read Answer Asked by Hector on October 29, 2024

• ISHARES BITCOIN TR (IBIT $66.20)
  • $66.20 Cap: $90.64B
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Q: What is your outlook for BTC? It seems it has been consolidating since may. Do the technicals suggest it is due for a breakout?

I added aggressively to my position in IBIT this Monday, upping my stake to 13% of my portfolio. I own no gold.

For an aggressive investor, what would
Be the maximum reasonable position size for BTC?

Please comment on my move. Feel free to admonish me know if needed.

Thank you.

Upvote 6

Read Answer Asked by Karim on October 29, 2024

• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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Q: For argument sake let’s say ChatGPT slowly takes market share from Google search over the next several years. Are you still as bullish on Google as you are today? Outside of search where do you think the growth is coming from?
Thanks

Upvote 9

Read Answer Asked by Curtis on October 29, 2024

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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• Topicus.com Inc. (TOI $140.00)
  • $140.00 P/E (TTM): 66.88X Cap: $11.85B
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• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 152.97X Cap: $10.02B
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Q: Hello 5i! Prices seem to be dropping on these over the past few days. Would you be comfortable buying them, and in which order please?

Upvote 11

Read Answer Asked by Samantha on October 29, 2024

• Hut 8 Corp. (HUT $61.00)
  • $61.00 Cap: $6.43B
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Q: Current and future outlook for this company.

Upvote 2

Read Answer Asked by Annegret on October 28, 2024

• Garmin Ltd. (Switzerland) (GRMN $248.03)
  • $248.03 P/E (TTM): 31.67X Cap: $47.74B
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Q: An update on Garmin please. It was regularly recommend by your service up until 6 months ago.

Where does it rank amongst your favourite ideas? How compelling of a buy is it ?

Also, do you view it as consumer discretionary or technology?

Thank you.

Upvote 3

Read Answer Asked by Karim on October 28, 2024

• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 152.97X Cap: $10.02B
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Q: Do you think this is a good entry point - price and timing for LMN Thansks

Upvote 7

Read Answer Asked by gary on October 28, 2024

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Celestica Inc. (CLS $341.62)
  • $341.62 P/E (TTM): 57.27X Cap: $39.29B
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• Descartes Systems Group Inc. (The) (DSG $133.62)
  • $133.62 P/E (TTM): 58.25X Cap: $11.48B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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Q: I have looking at initiating a small position in either SHOP or CLS. Which would be the "better" investment, and why? And if growth was the main objective, do you see something else as having better long term potential? Many thanks for your excellent service.

Upvote 10

Read Answer Asked by Leonard on October 28, 2024

• Seagate Technology Holdings PLC (STX $214.38)
  • $214.38 P/E (TTM): 33.29X Cap: $47.71B
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Q: Why was there such a negative reaction to Seagate's most recent report?
Also, what is your view of their intermediate & LT prospects?

Upvote 2

Read Answer Asked by David on October 25, 2024

• GE Vernova Inc. (GEV $604.56)
  • $604.56 P/E (TTM): 149.99X Cap: $164.57B
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Q: Hello. What did you think of Vernova's quarterly report this morning?

Upvote 4

Read Answer Asked by Edward on October 25, 2024

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $280.66)
  • $280.66 P/E (TTM): 41.34X Cap: $1.55T
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Q: Since long time I refrained myself to buy this company due too the dangerous conflictual situation between USA and China about Taïwan. How do you asses the risks of an investor who buys now share of this enterprise in a 2-3 years horizon ?

Thank you in advance.

Upvote 3

Read Answer Asked by Gabriel on October 25, 2024

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: What are your thoughts on Converge's latest quarter? I've held this stock for a long time looking for a win but somehow it always seems to disappoint me. Is it time to move on?

Does it have a significant enough market share that its comments that their data center work has been delayed and cyber security work has doubled that these comments could be a leading indicator to sell data center related stocks and buy cyber security stocks. If so, what stocks would you sell and/or buy? I've not bought into cyber security stocks yet but this information might be the trigger for me. Thanks!

Upvote 9

Read Answer Asked by Brendon on October 24, 2024

• Celestica Inc. (CLS $341.62)
  • $341.62 P/E (TTM): 57.27X Cap: $39.29B
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Q: Thoughts please on their quarter

Thx

Upvote 5

Read Answer Asked by blake on October 24, 2024

• Vertiv Holdings LLC Class A (VRT $169.01)
  • $169.01 P/E (TTM): 80.09X Cap: $64.53B
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Q: Thoughts on the qtr? Stock looking to be taking a hit premarket. Would you be a buyer of this dip? Thanks!

Upvote 4

Read Answer Asked by Keith on October 23, 2024

• Broadcom Inc. (AVGO $324.63)
  • $324.63 P/E (TTM): 88.02X Cap: $1.53T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Advanced Micro Devices Inc. (AMD $214.90)
  • $214.90 P/E (TTM): 134.46X Cap: $348.74B
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Q: In sports when teams are considering firing a coach the question is often asked, is there a better replacement before you pull the trigger? While I am not about to "fire" NVDA I am overweight (6.5%) and have trimmed it 4 times. Question is, what do I replace it with that looks like it has better future growth potential in this segment?

Upvote 7

Read Answer Asked by Harrison on October 23, 2024

• Core Scientific Inc. (CORZ $18.52)
  • $18.52 Cap: $5.65B
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Q: Hi interested on your opinion of Core Scientific Inc (CORZ), it has been attracting institutional buying lately? Does it look like a strong growth stock to buy?

Thank-you!

Upvote 2

Read Answer Asked by Kimberely on October 23, 2024

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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• Tyler Technologies Inc. (TYL $504.21)
  • $504.21 P/E (TTM): 74.04X Cap: $22.39B
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Q: hello 5i:
looking at valuations, would price would you say TYL becomes very interesting at?
thanks
Paul L

Upvote 4

Read Answer Asked by Paul on October 22, 2024

• Dye & Durham Limited (DND $6.72)
  • $6.72 Cap: $451M
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Q: What caused the move in DND today ??

John C.

Upvote 2

Read Answer Asked by JOHN on October 22, 2024