Investment Q&A

• Invesco S&P MidCap Quality ETF (XMHQ $102.25)
  • $102.25 P/E (TTM): 20.11X Cap: $5B
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Q: I am looking for a mid-cap ETF (listed in USA only) that:
-Has not more than 300 companies (the fewer the better).
-Constituents listed anywhere , although prefer constituents listed in developed markets) .
-Includes *ONLY* profitable companies
-Constituents chosen based on key factors such as: ROE, ROCI, FCF, good gross and net margins.

I have a small position in XMHQ but ETFdb.com is somewhat lukewarm towards it. Therefore, rather than add to XMHQ I wonder if you could recommend one or more suitable ETFs that meet most, if not all, the above-noted criteria. (I am fine adding to XMHQ if you believe it to better than other ETFs available in the US; however XMHQ does not quite meet above criteria. ao:sab

Upvote 4

Read Answer Asked by Adam on October 30, 2024

• Intuitive Surgical Inc. (ISRG $578.87)
  • $578.87 P/E (TTM): 74.19X Cap: $203.78B
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• GeneDx Holdings Corp. (WGS $167.52)
  • $167.52 P/E (TTM): 1332.27X Cap: $4.65B
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Q: Hi,

I find the 3 following health stocks interesting: isrg-q, janx-q, wgs-q How would you rate them for strong growth in a period of 3 years and why ? Any other you like better in the sector ? Why ?

Gratefully,

Jacques IDS

Upvote 2

Read Answer Asked by Jacques on October 30, 2024

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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• Digital Realty Trust Inc. (DLR $157.37)
  • $157.37 P/E (TTM): 40.72X Cap: $54.62B
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• Super Micro Computer Inc. (SMCI $32.48)
  • $32.48 P/E (TTM): 25.35X Cap: $19.89B
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• Healthpeak Properties (DOC $18.11)
  • $18.11 Cap: $12.58B
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• Cellebrite DI Ltd. (CLBT $16.80)
  • $16.80 Cap: $4.04B
  • View CLBT Profile
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Q: Hi,

I find the 3 following stocks interesting: doc-n, clbt-q,smci-q How would you rate them for strong growth in a period of 3 years and why ?
Any other you like better in these sectors at this moment ? Why ?

Gratefully,

Jacques IDS

Upvote 4

Read Answer Asked by Jacques on October 30, 2024

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
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• Crocs Inc. (CROX $83.07)
  • $83.07 P/E (TTM): 26.53X Cap: $4.17B
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• Aspen Aerogels Inc. (ASPN $3.21)
  • $3.21 Cap: $258M
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.42)
  • $7.42 P/E (TTM): 5.94X Cap: $200M
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• Vertiv Holdings LLC Class A (VRT $169.57)
  • $169.57 P/E (TTM): 60.31X Cap: $64.50B
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• Celsius Holdings Inc. (CELH $40.40)
  • $40.40 P/E (TTM): 354.45X Cap: $9.77B
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• Cellebrite DI Ltd. (CLBT $16.80)
  • $16.80 Cap: $4.04B
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• TransMedics Group Inc. (TMDX $146.00)
  • $146.00 P/E (TTM): 52.79X Cap: $4.98B
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• Nextpower Inc. (NXT $90.06)
  • $90.06 P/E (TTM): 22.63X Cap: $12.88B
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• GigaCloud Technology Inc (GCT $36.78)
  • $36.78 P/E (TTM): 10.44X Cap: $1.36B
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• Westgold Resources Limited Ordinary shares (WGX $5.39)
  • $5.39 Cap: $5.03B
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Q: Hello Team,

I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.

Upvote 11

Read Answer Asked by Kevin on October 30, 2024

• Sprouts Farmers Market Inc. (SFM $80.99)
  • $80.99 P/E (TTM): 15.86X Cap: $7.73B
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Q: Hello 5i
As a follow up to my last question I was surprised to hear SFM only expected 10% growth going forward. Can you tell me what growth was expected this year that could justify a stock price gain of over 140%?
Thank you so much for your help
Dave

Upvote 2

Read Answer Asked by Dave on October 30, 2024

• Fastenal Company (FAST $40.09)
  • $40.09 P/E (TTM): 37.47X Cap: $45.45B
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• Comfort Systems USA Inc. (FIX $957.04)
  • $957.04 P/E (TTM): 37.87X Cap: $33.33B
  • View FIX Profile
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• Watsco Inc. (WSO $342.30)
  • $342.30 P/E (TTM): 26.22X Cap: $13.88B
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Q: please provide 3 important current metrics used to value WSO and compare them to their 3 year average. if you like WSO what would be a good entry point if not is there a competitor that you would recommend and why thanks Richard

Upvote 3

Read Answer Asked by richard on October 29, 2024

• CECO Environmental Corp. (CECO $51.51)
  • $51.51 P/E (TTM): 35.33X Cap: $1.83B
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Q: Is it time to sell

Upvote 2

Read Answer Asked by andre on October 29, 2024

• Restaurant Brands International Inc. (QSR $101.58)
  • $101.58 P/E (TTM): 25.18X Cap: $44.88B
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• Boston Pizza Royalties Income Fund (BPF.UN $20.70)
  • $20.70 P/E (TTM): 12.36X Cap: $484M
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• Keg Royalties Income Fund (The) (KEG.UN $18.65)
  • $18.65 P/E (TTM): 169.64X Cap: $309M
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• Domino's Pizza Inc (DPZ $417.62)
  • $417.62 P/E (TTM): 23.81X Cap: $13.60B
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Q: I have received my cash payment for the shares in AW.UN. I would like to reinvest the funds and was thinking of investing in either the Keg or Boston Pizza fund. Can you please compare the two funds and advise which would be more stable and have some potential for growth.. Any other suggestion in the food services industry would be welcomed. Thank you for your great service.

Stella

Upvote 3

Read Answer Asked by Stella on October 29, 2024

• GE Aerospace (GE $293.44)
  • $293.44 P/E (TTM): 38.38X Cap: $311.17B
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• Transdigm Group Incorporated (TDG $1,352.54)
  • $1,352.54 P/E (TTM): 42.0X Cap: $75.22B
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• Heico Corporation (HEI $314.58)
  • $314.58 P/E (TTM): 66.21X Cap: $42.59B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 55.57X
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• Loar Holdings Inc. (LOAR $67.45)
  • $67.45 P/E (TTM): 99.2X Cap: $6.11B
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Q: What would be your top 3 buys in the Aerospace & Defense sector and why? Or would you just go with an ETF like XAR/PPA/ITA? Thanks!

Upvote 3

Read Answer Asked by Michael on October 29, 2024

• Intuitive Surgical Inc. (ISRG $578.87)
  • $578.87 P/E (TTM): 74.19X Cap: $203.78B
  • View ISRG Profile
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
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• Palo Alto Networks Inc. (PANW $186.27)
  • $186.27 P/E (TTM): 115.76X Cap: $128.17B
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• Crocs Inc. (CROX $83.07)
  • $83.07 P/E (TTM): 26.53X Cap: $4.17B
  • View CROX Profile
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• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $127.18B
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• TransMedics Group Inc. (TMDX $146.00)
  • $146.00 P/E (TTM): 52.79X Cap: $4.98B
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Q: Making some adjustments in the growth portion of a registered account held in US$ by trimming NVDA & selling CROX which still has a good profit but may languish for awhile. Would you rank the above 4 picks please (highest = 10) and suggest entry price. Also, would you pick just 1 from each of the 2 sectors represented or would you prefer some of each and if so, divide equally or ??
Many thanks as always.

Upvote 7

Read Answer Asked by Alexandra on October 29, 2024

• Crocs Inc. (CROX $83.07)
  • $83.07 P/E (TTM): 26.53X Cap: $4.17B
  • View CROX Profile
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Q: With the ongoing HeyDude problems and declining P/E, is Crocs in danger of becoming a value trap? Has it already become one? For a growth investor, is CROX still a hold or is it time to move on?

Upvote 2

Read Answer Asked by Martin on October 29, 2024

• Fortinet Inc. (FTNT $80.87)
  • $80.87 P/E (TTM): 32.45X Cap: $59.32B
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• Palo Alto Networks Inc. (PANW $186.27)
  • $186.27 P/E (TTM): 115.76X Cap: $128.17B
  • View PANW Profile
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• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $127.18B
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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 $45.60)
  • $45.60 P/E (TTM): 14.52X Cap: $1.90B
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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 $35.73)
  • $35.73 P/E (TTM): 26.89X Cap: $4.54B
  • View YOU Profile
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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

• Crocs Inc. (CROX $83.07)
  • $83.07 P/E (TTM): 26.53X Cap: $4.17B
  • View CROX Profile
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Q: Please comment on CROX’s decline. Reason for concern?

How’d earnings go?

Thank you

Upvote 3

Read Answer Asked by Nick on October 29, 2024

• Intuitive Surgical Inc. (ISRG $578.87)
  • $578.87 P/E (TTM): 74.19X Cap: $203.78B
  • View ISRG Profile
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• Booking Holdings Inc. (BKNG $4,906.24)
  • $4,906.24 P/E (TTM): 31.06X Cap: $158.14B
  • View BKNG Profile
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• Super Micro Computer Inc. (SMCI $32.48)
  • $32.48 P/E (TTM): 25.35X Cap: $19.89B
  • View SMCI Profile
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• Vertiv Holdings LLC Class A (VRT $169.57)
  • $169.57 P/E (TTM): 60.31X Cap: $64.50B
  • View VRT Profile
  • View Questions on VRT

Q: Good Morning,
I currently hold a small position in SMCI at the break even point. I’m considering selling SMCI and adding VRT or ISRG for a solid growth name. Is this a move that you would endorse, and if so, which one would you choose at current levels. Feel free to include any alternative names if you see fit.
Thank you,

Upvote 6

Read Answer Asked by Kevin on October 29, 2024

• The Boeing Company (BA $182.44)
  • $182.44 Cap: $136.14B
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Q: I am thinking of taking a position in the CDR?

more of a trade, rather then a longer term investment.

what are your thoughts ?

thanks

Upvote 2

Read Answer Asked by Stephen on October 29, 2024

• TransMedics Group Inc. (TMDX $146.00)
  • $146.00 P/E (TTM): 52.79X Cap: $4.98B
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Q: I just read the third quarter results. The market reaction is horrible. It looks like its going to drop 30 percent at opening. My issue is I didn't see any red flags. Growth target is on track. The only negative was a drop in gross margin which was explained. Should I buy on the dip once the price stabilizes.

Upvote 3

Read Answer Asked by Steve on October 29, 2024

• Teradyne Inc. (TER $167.67)
  • $167.67 P/E (TTM): 58.0X Cap: $25.99B
  • View TER Profile
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Q: Can you please comment the company? Is it buyable? Thank you

Upvote 1

Read Answer Asked by Frank on October 29, 2024

• Comfort Systems USA Inc. (FIX $957.04)
  • $957.04 P/E (TTM): 37.87X Cap: $33.33B
  • View FIX Profile
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• Carrier Global Corporation (CARR $53.95)
  • $53.95 P/E (TTM): 30.96X Cap: $43.58B
  • View CARR Profile
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Q: I am interested in investing in one of the above listed companies. Can you please give me your thoughts and analysis? Do you think these companies are a good investment and why . Which of these companies would you prefer? FIX took a big hit on October 25th. Thank you.

Upvote 2

Read Answer Asked by Brian on October 29, 2024