Investment Q&A

• Amazon.com Inc. (AMZN $229.69)
  • $229.69 P/E (TTM): 31.17X Cap: $2.41T
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• Costco Wholesale Corporation (COST $894.42)
  • $894.42 P/E (TTM): 64.54X Cap: $392.70B
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• Meta Platforms Inc. (META $636.13)
  • $636.13 P/E (TTM): 26.32X Cap: $1.49T
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• Alphabet Inc. (GOOG $323.04)
  • $323.04 P/E (TTM): 29.58X Cap: $3.84T
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• Intuitive Surgical Inc. (ISRG $579.72)
  • $579.72 P/E (TTM): 74.19X Cap: $203.78B
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• NVIDIA Corporation (NVDA $177.67)
  • $177.67 P/E (TTM): 50.96X Cap: $4.43T
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• Salesforce Inc. (CRM $233.30)
  • $233.30 P/E (TTM): 33.01X Cap: $215.93B
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• Eli Lilly and Company (LLY $1,109.32)
  • $1,109.32 P/E (TTM): 51.84X Cap: $1T
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• Visa Inc. (V $334.88)
  • $334.88 P/E (TTM): 32.15X Cap: $634.14B
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• Blackstone Inc. (BX $143.78)
  • $143.78 P/E (TTM): 40.88X Cap: $104.43B
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• Boyd Group Services Inc. (BYD $228.64)
  • $228.64 P/E (TTM): 208.48X Cap: $6.16B
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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 $528.27)
  • $528.27 P/E (TTM): 165.5X Cap: $41.39B
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• Shift4 Payments Inc. Class A (FOUR $70.36)
  • $70.36 P/E (TTM): 32.4X Cap: $6.16B
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• Celsius Holdings Inc. (CELH $40.33)
  • $40.33 P/E (TTM): 354.45X Cap: $9.77B
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• Cellebrite DI Ltd. (CLBT $16.83)
  • $16.83 Cap: $4.04B
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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 $40.33)
  • $40.33 P/E (TTM): 354.45X Cap: $9.77B
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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 $579.72)
  • $579.72 P/E (TTM): 74.19X Cap: $203.78B
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• Becton Dickinson and Company (BDX $195.21)
  • $195.21 P/E (TTM): 35.14X Cap: $54.73B
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• Stryker Corporation (SYK $375.11)
  • $375.11 P/E (TTM): 48.39X Cap: $141.58B
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• Thermo Fisher Scientific Inc (TMO $597.79)
  • $597.79 P/E (TTM): 33.94X Cap: $220.19B
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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 $18.13)
  • $18.13 P/E (TTM): 41.45X Cap: $3.98B
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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 $47.01)
  • $47.01 P/E (TTM): 13.57X 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 $509.00)
  • $509.00 P/E (TTM): 17.28X Cap: $1.08T
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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 $129.39)
  • $129.39 P/E (TTM): 309.15X Cap: $18.27B
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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 $27.11)
  • $27.11 Cap: $3.43B
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• iShares 1-3 Year Treasury Bond ETF (SHY $83.09)
  • $83.09 Cap: $23.66B
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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 $417.52)
  • $417.52 P/E (TTM): 23.81X Cap: $13.60B
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• Visteon Corporation (VC $102.99)
  • $102.99 P/E (TTM): 9.15X Cap: $2.78B
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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 $315.06)
  • $315.06 P/E (TTM): 66.21X Cap: $42.59B
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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 $579.72)
  • $579.72 P/E (TTM): 74.19X Cap: $203.78B
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• Stryker Corporation (SYK $375.11)
  • $375.11 P/E (TTM): 48.39X Cap: $141.58B
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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 $278.53)
  • $278.53 Cap: $13.83B
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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 $86.44)
  • $86.44 P/E (TTM): 10.2X Cap: $38.41B
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• Walmart Inc. (WMT $106.94)
  • $106.94 P/E (TTM): 39.59X Cap: $829.65B
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• Ulta Beauty Inc. (ULTA $521.46)
  • $521.46 P/E (TTM): 19.79X Cap: $23.07B
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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

• Amentum Holdings Inc. (AMTM $29.99)
  • $29.99 Cap: $5.90B
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Q: What is causing the steep decline in this spin off of Jacobs Solutions? Buy, Sell or Hold. Thank you!

Upvote 1

Read Answer Asked by Neil on November 19, 2024

• Amazon.com Inc. (AMZN $229.69)
  • $229.69 P/E (TTM): 31.17X Cap: $2.41T
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• Intuitive Surgical Inc. (ISRG $579.72)
  • $579.72 P/E (TTM): 74.19X Cap: $203.78B
  • View ISRG Profile
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• Booking Holdings Inc. (BKNG $4,914.85)
  • $4,914.85 P/E (TTM): 31.06X Cap: $153.69B
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• Eli Lilly and Company (LLY $1,109.32)
  • $1,109.32 P/E (TTM): 51.84X Cap: $1T
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• United Rentals Inc. (URI $814.88)
  • $814.88 P/E (TTM): 20.61X Cap: $52.18B
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• Axon Enterprise Inc. (AXON $528.27)
  • $528.27 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
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• Berkshire Hathaway Inc. (BRK.B $509.00)
  • $509.00 P/E (TTM): 17.28X Cap: $1.08T
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Q: In what order would you buy these stocks today, for capital appreciation?

Upvote 19

Read Answer Asked by Peter on November 19, 2024

• Super Micro Computer Inc. (SMCI $32.53)
  • $32.53 P/E (TTM): 25.35X Cap: $19.89B
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Q: Hi 5i
You mention that you lost confidence in smci. Does that mean it's in the penalty box forever or put another way, what would it take for you to consider ever investing in it again?
I'm interested in your thought process as a fund manager.
Is it just a matter of time passing with no cockroach sightings or would management have to change etc..
I no longer hold it but may reconsider one day.
Thanks

Upvote 4

Read Answer Asked by mike on November 19, 2024

• StoneCo Ltd. (STNE $15.49)
  • $15.49 Cap: $4.09B
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• Digital Turbine Inc. (APPS $4.81)
  • $4.81 Cap: $513M
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• Cerence Inc. (CRNC $10.12)
  • $10.12 Cap: $483M
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• Magnite Inc. (MGNI $14.94)
  • $14.94 P/E (TTM): 35.2X Cap: $2.11B
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Q: Hello Team,

I have been with the above stocks and seen their highs in my portfolio. The punishment for not selling however is to see them crash and burn. Some I still have some money left in and some I have lost 98% of the original investment (APPS).

So, should I just sell them all or is there an argument that one (thinking MGNI) may be worth keeping.

Thanks for all the help! :)

Upvote 5

Read Answer Asked by Saeed on November 19, 2024

• BMO S&P US Mid Cap Index ETF (ZMID $49.52)
  • $49.52 P/E (TTM): 20.39X Cap: $276M
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Q: Are there any non-hedged ETFs that you would recommend with a focus on mid-sized US companies? Preferably with a focus on safe to moderate risk companies.

Upvote 5

Read Answer Asked by william on November 19, 2024

• Danaher Corporation (DHR $231.30)
  • $231.30 P/E (TTM): 46.79X Cap: $162.52B
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Q: What do you think of Danaher's current valuation, do you think this a good entry point to start a new long-term position?

Given their long-term success, I'm thinking the company should be capable of navigating any potential "political" headwinds with the incoming US administration?

Upvote 3

Read Answer Asked by Patrick on November 18, 2024