Investment Q&A

• Celestica Inc. (CLS $420.38)
  • $420.38 P/E (TTM): 50.86X Cap: $48.35B
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• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.84X Cap: $10.20B
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• Comfort Systems USA Inc. (FIX $1,010.41)
  • $1,010.41 P/E (TTM): 43.84X Cap: $35.63B
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• Construction Partners Inc. (ROAD $115.03)
  • $115.03 P/E (TTM): 60.69X Cap: $6.50B
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• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 64.73X Cap: $62.54B
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• Shift4 Payments Inc. Class A (FOUR $66.88)
  • $66.88 P/E (TTM): 31.03X Cap: $5.92B
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Q: 2025 just around the corner so looking to ensure I have the right exposure to stocks that can outperform the index. Which would be your top 3 stocks out of the group?

Upvote 16

Read Answer Asked by Sal on November 30, 2024

• Axon Enterprise Inc. (AXON $631.69)
  • $631.69 P/E (TTM): 196.86X Cap: $49.84B
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• Cellebrite DI Ltd. (CLBT $18.46)
  • $18.46 Cap: $4.42B
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Q: What do you view as the likelihood of AXON acquiring CLBT? They have a partnership in place and with CLBT looking for a new CEO, AXON might see an opportunity.

Upvote 4

Read Answer Asked by Sal on November 30, 2024

• Axon Enterprise Inc. (AXON $631.69)
  • $631.69 P/E (TTM): 196.86X Cap: $49.84B
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• Shift4 Payments Inc. Class A (FOUR $66.88)
  • $66.88 P/E (TTM): 31.03X Cap: $5.92B
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Q: Hi, Axon or Four today for best high growth over 3-5 years? Thank you.

Upvote 11

Read Answer Asked by Isabelle on November 29, 2024

• Micron Technology Inc. (MU $345.09)
  • $345.09 P/E (TTM): 43.09X Cap: $388.40B
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• Aspen Aerogels Inc. (ASPN $3.30)
  • $3.30 Cap: $272M
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• Cellebrite DI Ltd. (CLBT $18.46)
  • $18.46 Cap: $4.42B
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Q: Are these stocks all buyable at these levels? In which order would you initiate positions?

Upvote 6

Read Answer Asked by Gary on November 29, 2024

• Tractor Supply Company (TSCO $51.51)
  • $51.51 P/E (TTM): 24.0X Cap: $27.15B
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• Progressive Corporation (The) (PGR $215.16)
  • $215.16 P/E (TTM): 11.47X Cap: $124.99B
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• Philip Morris International Inc (PM $162.61)
  • $162.61 P/E (TTM): 28.06X Cap: $247.20B
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• Union Pacific Corporation (UNP $228.44)
  • $228.44 P/E (TTM): 19.07X Cap: $136.33B
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• Visa Inc. (V $349.77)
  • $349.77 P/E (TTM): 34.53X Cap: $673.56B
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• Domino's Pizza Inc (DPZ $405.09)
  • $405.09 P/E (TTM): 23.76X Cap: $13.68B
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• Ares Management Corporation Class A (ARES $175.91)
  • $175.91 P/E (TTM): 73.49X Cap: $57.49B
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Q: Hello ,I became familiar with various US ETF in different styles ,they represent now 70% of my RRSP US portfolio .I know that the risk is "supposingly" higher with stocks .I own 7 high quality US large Cies stocks that perform well.I wish to invest in some more US individual dividend stocks that you would consider at low risk , enough to hopefully avoid considering selling them in the future.Could you name and rank,if possible 7 US stocks that would meet those criterias..thanks to your excellent team J-Y

Upvote 6

Read Answer Asked by Jean-Yves on November 29, 2024

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $246.75)
  • $246.75 P/E (TTM): 45.38X Cap: $24.50B
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• Transdigm Group Incorporated (TDG $1,392.09)
  • $1,392.09 P/E (TTM): 42.94X Cap: $78.40B
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• Axon Enterprise Inc. (AXON $631.69)
  • $631.69 P/E (TTM): 196.86X Cap: $49.84B
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• Heico Corporation (HEI $353.56)
  • $353.56 P/E (TTM): 76.62X Cap: $49.27B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 59.16X
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Q: Hi. 5I
Could you please comment on BBD.B current value and investible position
now after a recent pullback. looking out 3-5 years.
Thanks for your splendid service.
Cal

Upvote 2

Read Answer Asked by cal on November 29, 2024

• Arch Resources Inc. Class A (ARCH)
  • P/E (TTM): 14.16X
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• CONSOL Energy Inc. (CEIX)
  • P/E (TTM): 7.48X Cap: $3.10B
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• Warrior Met Coal Inc. (HCC $96.97)
  • $96.97 P/E (TTM): 142.7X Cap: $5.09B
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• Alpha Metallurgical Resources Inc. (AMR $242.32)
  • $242.32 Cap: $2.61B
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• Ramaco Resources Inc. Class B Common Stock (METCB $12.84)
  • $12.84 Cap: $834M
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Q: Coal has proven very resilient in resisting climate change activism. Which positions, in addition to METCB, might be worth consideration, if any?
Thanks,
David

Upvote 3

Read Answer Asked by David on November 29, 2024

• Oklo Inc. Class A (OKLO $105.31)
  • $105.31 Cap: $16.45B
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Q: As a member of 5i for approaching a decade, I would like to thank you for the great service that you provide. In reading member questions about a month ago, I stumbled across OKLO and after a bit of research bought a bit and ended up with a very quick double. (thank you to the member who asked a question about it!) After the quick run up, I'm wondering if there is still a long runway for growth with this company?

Also,

Along the same lines, I'm wondering if there are any companies that you are somewhat surprised about that do not receive many questions/attention from members?

Thank you again,
Mike

Upvote 6

Read Answer Asked by Mike on November 29, 2024

• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $32.01)
  • $32.01 Cap: $36.72B
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Q: I have held this for years waiting for a recovery.It has come a long way.Should I be happy and sell

Upvote 3

Read Answer Asked by Don on November 29, 2024

• Chevron Corporation (CVX $162.11)
  • $162.11 P/E (TTM): 22.4X Cap: $326.41B
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• TotalEnergies SE (TTE $63.93)
  • $63.93 P/E (TTM): 11.77X Cap: $142.41B
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• Chord Energy Corporation (CHRD $92.13)
  • $92.13 P/E (TTM): 33.04X Cap: $5.36B
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Q: Hello Peter et al:
I have owned Total for several years and it hasn't done much. It is involved in a lot of green initiatives, and more recently has been mentioned in the Adani scandal. Please offer all you can about Total.
I am thinking of selling Total and buying Chord Energy. Please provide as much information as you can about Chord. Holds mostly Enerplus Bakken assets-- Good dividend and maybe a takeover candidate. Would you recommend such a switch? Any other or better USA oil companies you would suggest?

Thanks, Ben.

Upvote 3

Read Answer Asked by BEN on November 29, 2024

• Applovin Corporation (APP $647.72)
  • $647.72 P/E (TTM): 76.78X Cap: $218.90B
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• Coinbase Global Inc (COIN $240.78)
  • $240.78 P/E (TTM): 21.28X Cap: $66.22B
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Q: I am looking for two stocks suggestions in each Canada and US with the most potential to trade and profit from the year end rally and current momuntum.
Raouf

Upvote 4

Read Answer Asked by Raoul on November 29, 2024

Q: Can you please share your analysis of Abacus Life Inc on the NASDAQ in the US. As always your insights are greatly appreciated. Thank you.

Upvote 1

Read Answer Asked by MG on November 29, 2024

• Playtika Holding Corp. (PLTK $3.62)
  • $3.62 P/E (TTM): 15.42X Cap: $1.39B
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Q: Your thoughts and analysis on Playtika would be appreciated, thanks.

Upvote 1

Read Answer Asked by MG on November 29, 2024

• PENN Entertainment Inc. (PENN $14.43)
  • $14.43 Cap: $1.92B
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• Flutter Entertainment Plc (FLUT $215.30)
  • $215.30 Cap: $37.84B
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Q: Greetings:
I received some shares in Penn in the takeover of Score Media. They are not doing anything. Any chance of a turnaround or move on? What could I replace it with?
Thanks, Ben.

Upvote 2

Read Answer Asked by BEN on November 29, 2024

• Apple Inc. (AAPL $259.37)
  • $259.37 P/E (TTM): 34.72X Cap: $3.81T
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• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.79X Cap: $2.64T
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• Meta Platforms Inc. (META $653.06)
  • $653.06 P/E (TTM): 28.61X Cap: $1.64T
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• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.18X Cap: $3.96T
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• Microsoft Corporation (MSFT $479.28)
  • $479.28 P/E (TTM): 34.39X Cap: $3.55T
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
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• Arm Holdings plc (ARM $111.79)
  • $111.79 P/E (TTM): 150.77X Cap: $118.41B
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Q: - I sense something happening these days with the whole space in tech, with AI, Information, etc on how its controlled, used, etc...

- Companies like Google and Microsoft have been targeted with lawsuits from many countries, based on Size , Monopoly and Other concerns...
- Companies like NVDA, ARM,AAPL and META are also included in my question...

- The Trump Factor is also a concern...

1. How do you see this playing out for these tech companies playing out ? Short/Long Term

2. Which are the best in class to weather the storm ?

3. Who is the Most Vulnerable To successful lawsuits against or breakup?

4. Best Pick/Picks To Buy and Hold Going Forward??

Thanks,
M

Upvote 10

Read Answer Asked by michael on November 29, 2024

• Booz Allen Hamilton Holding Corporation (BAH $96.18)
  • $96.18 P/E (TTM): 13.78X Cap: $11.66B
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Q: Please provide comment on BAH. Why the recent pullback? Buying opportunity?

Upvote 2

Read Answer Asked by Kelly on November 28, 2024

• Apple Inc. (AAPL $259.37)
  • $259.37 P/E (TTM): 34.72X Cap: $3.81T
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• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.79X Cap: $2.64T
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• Meta Platforms Inc. (META $653.06)
  • $653.06 P/E (TTM): 28.61X Cap: $1.64T
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• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.18X Cap: $3.96T
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• Intuitive Surgical Inc. (ISRG $586.24)
  • $586.24 P/E (TTM): 77.29X Cap: $207.81B
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• Microsoft Corporation (MSFT $479.28)
  • $479.28 P/E (TTM): 34.39X Cap: $3.55T
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
  • View NVDA Profile
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• Eli Lilly and Company (LLY $1,063.56)
  • $1,063.56 P/E (TTM): 53.09X Cap: $1T
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• The Trade Desk Inc. (TTD $37.29)
  • $37.29 P/E (TTM): 44.43X Cap: $18.03B
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• Axon Enterprise Inc. (AXON $631.69)
  • $631.69 P/E (TTM): 196.86X Cap: $49.84B
  • View AXON Profile
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• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $116.94B
  • View CRWD Profile
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• Jacobs Solutions Inc. (J $139.95)
  • $139.95 P/E (TTM): 58.15X Cap: $16.61B
  • View J Profile
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• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 64.73X Cap: $62.54B
  • View VRT Profile
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• Amentum Holdings Inc. (AMTM $33.63)
  • $33.63 P/E (TTM): 135.29X Cap: $8.19B
  • View AMTM Profile
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Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!

Upvote 21

Read Answer Asked by Andrew on November 28, 2024

• Wolverine World Wide Inc. (WWW $19.03)
  • $19.03 P/E (TTM): 17.36X Cap: $1.55B
  • View WWW Profile
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Q: Wolverine Worldwide (WWW NYSE).

Worth buying or or just another useless company?

Thank you.

Upvote 2

Read Answer Asked by Ross on November 28, 2024

• Eastman Kodak Company Common New (KODK $7.80)
  • $7.80 Cap: $781M
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Q: This caught my eye today, up 8% and apparently with a cash position of about 1.2B, and more in cash than market value of about 500m?! New plant starting up soon…

I don’t even know how Kodak is still around… is this worth a higher risk play?

Upvote 3

Read Answer Asked by Cameron on November 28, 2024

Q: Is the new combined company Primo Brands Corp overvalued at these levels? Are they in too much debt due to the merger?

Upvote 3

Read Answer Asked by MG on November 28, 2024