Investment Q&A

• Super Micro Computer Inc. (SMCI $45.37)
  • $45.37 P/E (TTM): 24.79X Cap: $27.07B
  • View SMCI Profile
  • View Questions on SMCI

Q: How was latest quarter? Reaction overblown or justified? Thank you

Upvote 6

Read Answer Asked by Neil on August 07, 2024

• Super Micro Computer Inc. (SMCI $45.37)
  • $45.37 P/E (TTM): 24.79X Cap: $27.07B
  • View SMCI Profile
  • View Questions on SMCI
• Badger Meter Inc. (BMI $186.82)
  • $186.82 P/E (TTM): 41.15X Cap: $5.69B
  • View BMI Profile
  • View Questions on BMI
• Datadog Inc. (DDOG $127.25)
  • $127.25 P/E (TTM): 359.46X Cap: $44.37B
  • View DDOG Profile
  • View Questions on DDOG
• Docebo Inc. (DCBO $43.62)
  • $43.62 P/E (TTM): 45.24X Cap: $1.25B
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Vertiv Holdings LLC Class A (VRT $133.07)
  • $133.07 P/E (TTM): 77.37X Cap: $50.81B
  • View VRT Profile
  • View Questions on VRT
• Palantir Technologies Inc. (PLTR $177.17)
  • $177.17 P/E (TTM): 770.3X Cap: $420.30B
  • View PLTR Profile
  • View Questions on PLTR
• Nextracker Inc. (NXT $60.58)
  • $60.58 P/E (TTM): 16.51X Cap: $8.96B
  • View NXT Profile
  • View Questions on NXT

Q: Looking for tax-loss proxy ideas for CAN: DCBO and US: NXT, SMCI, and PLTR. If there are simply better names to consider as replacements, those would be appreciated as well. Thank you!

Upvote 5

Read Answer Asked by Andrew on August 07, 2024

• Axon Enterprise Inc. (AXON $754.24)
  • $754.24 P/E (TTM): 182.45X Cap: $59.21B
  • View AXON Profile
  • View Questions on AXON

Q: Can I please get comments on Axon's latest quarter? Thank you

Upvote 5

Read Answer Asked by Neil on August 07, 2024

• Lockheed Martin Corporation (LMT $437.56)
  • $437.56 P/E (TTM): 24.57X Cap: $102.15B
  • View LMT Profile
  • View Questions on LMT
• RTX Corporation (RTX $154.09)
  • $154.09 P/E (TTM): 33.87X Cap: $206.25B
  • View RTX Profile
  • View Questions on RTX

Q: HI, RTX or LMT which one scores better? Greetings, Peter.

Upvote 4

Read Answer Asked by peter on August 07, 2024

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: Do the recent earning results change your opinion on SQ? Thank-you.

Upvote 2

Read Answer Asked by Alex on August 07, 2024

• Microsoft Corporation (MSFT $520.17)
  • $520.17 P/E (TTM): 38.14X Cap: $3.86T
  • View MSFT Profile
  • View Questions on MSFT

Q: Does this market present a great opportunity to buy Microsoft for a long-term position?

Upvote 6

Read Answer Asked by Gary on August 07, 2024

• Albemarle Corporation (ALB $82.19)
  • $82.19 Cap: $9.67B
  • View ALB Profile
  • View Questions on ALB

Q: Can I get cons and cons for starting a new small position in ALB?..is current level a good entry level? Many txs...

Upvote 2

Read Answer Asked by adam on August 07, 2024

• Hewlett Packard Enterprise Company (HPE $21.16)
  • $21.16 P/E (TTM): 20.75X Cap: $27.76B
  • View HPE Profile
  • View Questions on HPE
• Super Micro Computer Inc. (SMCI $45.37)
  • $45.37 P/E (TTM): 24.79X Cap: $27.07B
  • View SMCI Profile
  • View Questions on SMCI
• Dell Technologies Inc. Class C (DELL $138.28)
  • $138.28 P/E (TTM): 21.51X Cap: $93.87B
  • View DELL Profile
  • View Questions on DELL

Q: These companies are often discussed as rivals. In light of SMCI’s results, what do you think of the prospects for HPE and DELL in relation to SMCI? If you had to rank them, which ones get the gold, silver and bronze?

Upvote 3

Read Answer Asked by Brian on August 07, 2024

• Celsius Holdings Inc. (CELH $57.30)
  • $57.30 P/E (TTM): 173.64X Cap: $14.78B
  • View CELH Profile
  • View Questions on CELH

Q: Please comment on the earnings and outlook going forward?

Upvote 3

Read Answer Asked by sean on August 07, 2024

• Celsius Holdings Inc. (CELH $57.30)
  • $57.30 P/E (TTM): 173.64X Cap: $14.78B
  • View CELH Profile
  • View Questions on CELH

Q: What's your take on the trading in Celsius ? seems like so much speculation vs fundamentals investing .

Thanks

Greg

Upvote 2

Read Answer Asked by Greg on August 07, 2024

• Super Micro Computer Inc. (SMCI $45.37)
  • $45.37 P/E (TTM): 24.79X Cap: $27.07B
  • View SMCI Profile
  • View Questions on SMCI

Q: SMCI reports after the bell today. They predicted around $8/share for the quarter. I bought this stock at $800, what are your thoughts about doubling down prior to earnings? Thanks

Upvote 5

Read Answer Asked by Terry on August 06, 2024

• Progressive Corporation (The) (PGR $247.15)
  • $247.15 P/E (TTM): 16.67X Cap: $144.88B
  • View PGR Profile
  • View Questions on PGR
• Manulife Financial Corporation (MFC $42.00)
  • $42.00 P/E (TTM): 13.27X Cap: $71.33B
  • View MFC Profile
  • View Questions on MFC
• Sun Life Financial Inc. (SLF $80.25)
  • $80.25 P/E (TTM): 14.67X Cap: $45.61B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Trisura Group Ltd. (TSU $41.61)
  • $41.61 P/E (TTM): 16.78X Cap: $1.97B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Arch Capital Group Ltd. (ACGL $90.72)
  • $90.72 P/E (TTM): 9.3X Cap: $33.85B
  • View ACGL Profile
  • View Questions on ACGL

Q: With the economy slowing and interest rate cuts on the horizon in the US and already occurring in Canada, should beneficiaries of the higher rates - insurance cos like TSU, FFH, and MFC be sold?

Upvote 3

Read Answer Asked by James on August 06, 2024

• CrowdStrike Holdings Inc. (CRWD $427.90)
  • $427.90 Cap: $106.65B
  • View CRWD Profile
  • View Questions on CRWD
• Vertiv Holdings LLC Class A (VRT $133.07)
  • $133.07 P/E (TTM): 77.37X Cap: $50.81B
  • View VRT Profile
  • View Questions on VRT

Q: Please compare/contrast VRT & CRWD as 5 year investment at this time.

Upvote 7

Read Answer Asked by Joel on August 06, 2024

• KKR & Co. Inc. (KKR $142.28)
  • $142.28 P/E (TTM): 61.33X Cap: $126.76B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $171.62)
  • $171.62 P/E (TTM): 51.85X Cap: $126.49B
  • View BX Profile
  • View Questions on BX
• Ares Management Corporation Class A (ARES $187.78)
  • $187.78 P/E (TTM): 143.02X Cap: $61.34B
  • View ARES Profile
  • View Questions on ARES
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.85)
  • $84.85 P/E (TTM): 41.9X Cap: $136.87B
  • View BAM Profile
  • View Questions on BAM

Q: Can I please have your thoughts on KKR. Your overall thoughts on the company and do you see more upside and your take on the recently announced earnings. Thank You.

Upvote 3

Read Answer Asked by Brian on August 06, 2024

• Alphabet Inc. (GOOG $204.91)
  • $204.91 P/E (TTM): 21.85X Cap: $2.47T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $180.45)
  • $180.45 P/E (TTM): 58.21X Cap: $4.40T
  • View NVDA Profile
  • View Questions on NVDA
• Eli Lilly and Company (LLY $701.23)
  • $701.23 P/E (TTM): 57.06X Cap: $663.68B
  • View LLY Profile
  • View Questions on LLY

Q: A rather timely question this morning for 5i clients. If you wanted to add on the big pullback this morning, what would be the 3 names you'd add to? Thx

Upvote 11

Read Answer Asked by Adam on August 06, 2024

• Amazon.com Inc. (AMZN $231.03)
  • $231.03 P/E (TTM): 35.22X Cap: $2.46T
  • View AMZN Profile
  • View Questions on AMZN

Q: Is this worthwhile ( Canadian at about $22or should one just buy on that NYSE?

Upvote 4

Read Answer Asked by Margot on August 06, 2024

• Nextracker Inc. (NXT $60.58)
  • $60.58 P/E (TTM): 16.51X Cap: $8.96B
  • View NXT Profile
  • View Questions on NXT

Q: Hi,

Comments on NXT's quarter, please and thank you! Numbers didn't look bad to me.

Michael

Upvote 7

Read Answer Asked by Michael on August 06, 2024

• KKR & Co. Inc. (KKR $142.28)
  • $142.28 P/E (TTM): 61.33X Cap: $126.76B
  • View KKR Profile
  • View Questions on KKR

Q: why did kkr drop so much on last Friday

Upvote 2

Read Answer Asked by Ronald on August 06, 2024

• Cassava Sciences Inc. (SAVA $2.34)
  • $2.34 Cap: $110M
  • View SAVA Profile
  • View Questions on SAVA

Q: Your thoughts on this stock. Also, what would explain a yoyo round trip in the stock price in 1 day on increased volume as seen on Monday. Thanks

Upvote 1

Read Answer Asked by Charles on August 06, 2024

• Palantir Technologies Inc. (PLTR $177.17)
  • $177.17 P/E (TTM): 770.3X Cap: $420.30B
  • View PLTR Profile
  • View Questions on PLTR

Q: Hi, Could you please comment on Palentir earnings. Thank you

Upvote 5

Read Answer Asked by francis on August 06, 2024