Investment Q&A

• Tesla Inc. (TSLA $413.49)
  • $413.49 P/E (TTM): 251.76X Cap: $1.33T
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• Uber Technologies Inc. (UBER $93.40)
  • $93.40 P/E (TTM): 16.35X Cap: $194.77B
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Q: I own an equal weight of UBER in my portfolio but none of TSLA. Could you please describe the correlation between UBER and TSLA. It seems that when TSLA rises UBER falls. Is this simply sentiment, anticipation of policy changes from the future US government, or is it related to actual fundamentals? Thanks as always for your excellent service.

Upvote 3

Read Answer Asked by Calvin on November 20, 2024

• iShares Russell 2000 Growth ETF (IWO $317.33)
  • $317.33 P/E (TTM): 21.85X Cap: $12.86B
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• iShares Core S&P Mid-Cap ETF (IJH $63.25)
  • $63.25 P/E (TTM): 19.03X Cap: $96.76B
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• BMO S&P US Mid Cap Index ETF (ZMID $48.00)
  • $48.00 P/E (TTM): 19.57X Cap: $282M
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Q: What are your 3 favourite U.S. small and mid cap etfs?
Philip

Upvote 4

Read Answer Asked by Philip on November 20, 2024

• American Express Company (AXP $316.26)
  • $316.26 P/E (TTM): 22.78X Cap: $220.07B
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• Mastercard Incorporated (MA $557.48)
  • $557.48 P/E (TTM): 38.07X Cap: $503.96B
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• Visa Inc. (V $343.65)
  • $343.65 P/E (TTM): 33.89X Cap: $666.66B
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Q: Is this one AXP a better buy over Visa and MA, right now?
Thanks Again

Upvote 5

Read Answer Asked by eugene on November 20, 2024

• Equinix Inc. (EQIX $800.60)
  • $800.60 P/E (TTM): 79.56X Cap: $78.34B
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• Digital Realty Trust Inc. (DLR $168.49)
  • $168.49 P/E (TTM): 46.11X Cap: $57.46B
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Q: Hello,

Can you please provide few recommendations for US REITs related to data centers for AI as well as logistical infrastructure for warehousing for companies like Amazon.

Thank you!

Upvote 1

Read Answer Asked by Irek on November 20, 2024

• Costco Wholesale Corporation (COST $930.01)
  • $930.01 P/E (TTM): 55.08X Cap: $412.16B
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• Microsoft Corporation (MSFT $510.96)
  • $510.96 P/E (TTM): 38.3X Cap: $3.79T
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• The Hershey Company (HSY $192.13)
  • $192.13 P/E (TTM): 25.51X Cap: $38.94B
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• Mastercard Incorporated (MA $557.48)
  • $557.48 P/E (TTM): 38.07X Cap: $503.96B
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• Altria Group Inc. (MO $66.54)
  • $66.54 P/E (TTM): 12.71X Cap: $111.77B
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• Prudential Financial Inc. (PRU $99.13)
  • $99.13 P/E (TTM): 22.59X Cap: $34.89B
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• Williams Companies Inc. (The) (WMB $62.61)
  • $62.61 P/E (TTM): 31.87X Cap: $76.45B
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• Vanguard S&P 500 ETF (VOO $600.51)
  • $600.51 P/E (TTM): 27.89X Cap: $666.45B
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• Williams-Sonoma Inc. (DE) (WSM $181.45)
  • $181.45 P/E (TTM): 21.24X Cap: $24.28B
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Q: I bought Hershey in my RRSP in mid-2024. While mostly known for chocolate, the company has been diversifying into non-chocolatey snacks. However, the stock price remains down due to high cocoa prices. Would you be content to hold Hershey and collect the dividend until cocoa prices drop? Would you have some other suggestions? I tend to go for boring US dividend payers that also have some growth potential in my RRSP. My top holdings right now are MSFT, COST, MA, BIP.UN, ENB, and O. I also hold VOO as an underlying holding. Thank you.

Upvote 4

Read Answer Asked by Kim on November 20, 2024

Q: With Amazon looking at SMR (nuclear) as their power supply for data centres it appears nuclear is more popular now. Are you aware of any
companies that provide a solution to nuclear waste and are traded on the public markets.

Upvote 4

Read Answer Asked by Tim on November 20, 2024

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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• Costco Wholesale Corporation (COST $930.01)
  • $930.01 P/E (TTM): 55.08X Cap: $412.16B
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• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.62X Cap: $1.77T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 25.82X Cap: $2.92T
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• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 61.81X Cap: $153.99B
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Salesforce Inc. (CRM $241.68)
  • $241.68 P/E (TTM): 35.66X Cap: $230.07B
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• Eli Lilly and Company (LLY $833.49)
  • $833.49 P/E (TTM): 55.91X Cap: $788.86B
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• Visa Inc. (V $343.65)
  • $343.65 P/E (TTM): 33.89X Cap: $666.66B
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• Blackstone Inc. (BX $153.77)
  • $153.77 P/E (TTM): 43.3X Cap: $113.34B
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• Boyd Group Services Inc. (BYD $219.07)
  • $219.07 P/E (TTM): 433.41X Cap: $4.70B
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Q: Dear 5i Team I sold BYD recently. I would like to replace with something US. I have visa Costco, ISRG, Google, Lily Would you happen to know a few founder led companies I can do some research on? Thank you Brent

Upvote 16

Read Answer Asked by Brent on November 20, 2024

• Axon Enterprise Inc. (AXON $703.03)
  • $703.03 P/E (TTM): 181.51X Cap: $55.19B
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• Shift4 Payments Inc. Class A (FOUR $77.23)
  • $77.23 P/E (TTM): 38.16X Cap: $6.82B
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• Celsius Holdings Inc. (CELH $60.70)
  • $60.70 P/E (TTM): 169.11X Cap: $16.57B
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• Cellebrite DI Ltd. (CLBT $19.10)
  • $19.10 Cap: $4.57B
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Q: Hi Folks,
I hold CELH in my non registered account. Would now be a good time to sell to harvest a tax loss. Also, would you buy it back after the 30 days or would you move on to something else. If moving on, can you recommend 2 or 3 other small cap names for me to look at?
Thanks

Upvote 11

Read Answer Asked by JOHN on November 20, 2024

• Celsius Holdings Inc. (CELH $60.70)
  • $60.70 P/E (TTM): 169.11X Cap: $16.57B
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Q: Good Morning,

Assuming the fundamentals don't deteriorate, at what price range would you start to get interested in CELH again and watch for the potential of a recovery?

I was lucky enough to be playing with house money in this decline and have since exited, so I'm just observing the stock at the moment.

Thank you.

Upvote 2

Read Answer Asked by Sandra on November 20, 2024

• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 61.81X Cap: $153.99B
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• Becton Dickinson and Company (BDX $186.56)
  • $186.56 P/E (TTM): 34.48X Cap: $53.47B
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• Stryker Corporation (SYK $364.60)
  • $364.60 P/E (TTM): 49.03X Cap: $139.38B
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• Thermo Fisher Scientific Inc (TMO $524.80)
  • $524.80 P/E (TTM): 30.92X Cap: $198.17B
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Q: Hello,

Thoughts on these companies? Looking to start a position and get your analysis. Any other ones in this space you would recommend over these two? And why the poor performance YTD?

Thank you.

Upvote 3

Read Answer Asked by Satish on November 19, 2024

• Secure Waste Infrastructure Corp. (SES $17.94)
  • $17.94 P/E (TTM): 22.66X Cap: $4.14B
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Q: Your opinion, buy, sell, hold 3-5 year. coments please.

Upvote 2

Read Answer Asked by bill on November 19, 2024

• Novo Nordisk A/S (NVO $56.93)
  • $56.93 P/E (TTM): 16.5X Cap: $363.68B
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Q: Hi There can you tell me what the fair market value of NVO is at this time? It’s fallen a lot but it’s a solid company, do you think it’s a good pharma pick for 3-5 years?

Upvote 2

Read Answer Asked by Robert on November 19, 2024

• Berkshire Hathaway Inc. (BRK.B $489.13)
  • $489.13 P/E (TTM): 17.02X Cap: $1.05T
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Q: Hi Peter, I wanted to buy 2 shares of BRK.B in my TFSA is there any drawback in buying this stock in the TFSA. I was thinking of selling my 25 shares of SOBO and some cash, would the trade be worth it. Thanks

Upvote 2

Read Answer Asked by Nick on November 19, 2024

• Twilio Inc. Class A (TWLO $107.12)
  • $107.12 P/E (TTM): 1139.6X Cap: $16.43B
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Q: Hi, could you update the latest quarter and your feelings on the company, it's competition and it's moat potential for a long term hold.

thx, M

Upvote 1

Read Answer Asked by Mark on November 19, 2024

• iShares Core Canadian Short Term Bond Index ETF (XSB $27.15)
  • $27.15 Cap: $3.27B
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• iShares 1-3 Year Treasury Bond ETF (SHY $82.93)
  • $82.93 Cap: $24.02B
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Q: Hello. David Rosenberg is recommending a move to cash and, I think, short duration treasuries (per Globe article published today). What are the best investment vehicles for short term treasuries? And what do you think of his current opinion?

Thanks!

Upvote 5

Read Answer Asked by Robert on November 19, 2024

• Domino's Pizza Inc (DPZ $406.37)
  • $406.37 P/E (TTM): 23.54X Cap: $13.79B
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• Visteon Corporation (VC $110.77)
  • $110.77 P/E (TTM): 10.67X Cap: $3.02B
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Q: Can I get your up to date thoughts on VC,

Also any reason why DPZ would have dropped on Friday?

Thanks

Upvote 2

Read Answer Asked by Steve on November 19, 2024

• Heico Corporation (HEI $306.83)
  • $306.83 P/E (TTM): 68.97X Cap: $42.71B
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Q: Can you comment on the prospect/outlook for Heico?

Upvote 3

Read Answer Asked by Kim on November 19, 2024

• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 61.81X Cap: $153.99B
  • View ISRG Profile
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• Stryker Corporation (SYK $364.60)
  • $364.60 P/E (TTM): 49.03X Cap: $139.38B
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Q: I am considering investing in Healthcare. Would the equipment makers be better than Pharma? Would you consider SYK or is there another equipment maker to consider?

thanks

Upvote 5

Read Answer Asked by kim on November 19, 2024

• AeroVironment Inc. (AVAV $392.29)
  • $392.29 Cap: $19.58B
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Q: Could I get your analysis of the AVAV $4.1B purchase of BlueHalo?? Premarket is lower for AVAV. Does this purchase improve your AVAV conviction? Thanks

Upvote 3

Read Answer Asked by Greg on November 19, 2024

• Target Corporation (TGT $85.53)
  • $85.53 P/E (TTM): 10.37X Cap: $38.86B
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• Walmart Inc. (WMT $101.84)
  • $101.84 P/E (TTM): 38.26X Cap: $811.95B
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• Ulta Beauty Inc. (ULTA $549.28)
  • $549.28 P/E (TTM): 21.54X Cap: $24.62B
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Q: I've been treading water on ULTA and am concerned after the Buffet exit. Do you see other names as more attractive at this juncture?

Upvote 4

Read Answer Asked by Andrew on November 19, 2024