Investment Q&A

• Interpublic Group of Companies Inc. (The) (IPG $25.06)
  • $25.06 P/E (TTM): 17.5X Cap: $8.97B
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Q: What are your thoughts please? Thanks

Upvote 1

Read Answer Asked by MG on September 04, 2024

• NRG Energy Inc. (NRG $163.81)
  • $163.81 P/E (TTM): 23.82X Cap: $32.34B
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• Constellation Energy Corporation (CEG $351.60)
  • $351.60 P/E (TTM): 38.73X Cap: $110.58B
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• GE Vernova Inc. (GEV $572.56)
  • $572.56 P/E (TTM): 90.23X Cap: $158.02B
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Q: Looking for a 5 year hold for a small position. Which of these, if any, do you suggest? Is this a promising area to invest in and are there others you prefer?

Upvote 3

Read Answer Asked by Graeme on September 03, 2024

• Aspen Aerogels Inc. (ASPN $3.21)
  • $3.21 Cap: $258M
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Q: Any thoughts on the almost 10% drop in price today and do you still like this stock and would you buy it here?thank you

Upvote 4

Read Answer Asked by John on September 03, 2024

• Modine Manufacturing Company (MOD $155.79)
  • $155.79 P/E (TTM): 41.34X Cap: $6.87B
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Q: Good day.
Can you tell me your current thoughts about MOD. The last question on this company was March 19th. Seems to be in a great thematic sector and it has had a strong run. Do you still feel as positively about it? Still a buy?
Many thanks.

Upvote 2

Read Answer Asked by David C. on September 03, 2024

• Intuitive Surgical Inc. (ISRG $578.87)
  • $578.87 P/E (TTM): 74.19X Cap: $203.78B
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• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.54T
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• Booking Holdings Inc. (BKNG $4,906.24)
  • $4,906.24 P/E (TTM): 31.06X Cap: $158.14B
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• Salesforce Inc. (CRM $234.12)
  • $234.12 P/E (TTM): 33.01X Cap: $222.88B
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• Eli Lilly and Company (LLY $1,109.94)
  • $1,109.94 P/E (TTM): 51.84X Cap: $1.04T
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• Roper Technologies Inc. (ROP $446.41)
  • $446.41 P/E (TTM): 30.56X Cap: $48.05B
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• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
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Q: Is there a US equivalent of CSU that you would recommend as I take profits from growthier AI stocks? Happy to split it between a few stocks, but the big 7 have grown as a large part of my US portfolio.

Upvote 17

Read Answer Asked by Dave on September 03, 2024

Q: Hi team,

What is your analysis of National Health Care (NHC-N) and Altimmune (ALT-Q) ?

Gratefully,

Jacques IDS

Upvote 1

Read Answer Asked by Jacques on September 03, 2024

• Riot Platforms Inc. (RIOT $14.39)
  • $14.39 Cap: $5.16B
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Q: Would you please shed some "non-jargon" light on the open letter issued by RIOT? What are the implications, if any?

In a different vein, is RIOT still worth holding on to? Why/why not? Thank you.

Upvote 2

Read Answer Asked by Sylvia on September 03, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $98.37)
  • $98.37 Cap: $5.29B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $81.10)
  • $81.10 Cap: $4.56B
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Q: Are Horizons HXS and HXT reasonable ETFs for a beginner investor with no interest in investing? Is there methodology still a viable one?

Upvote 2

Read Answer Asked by M.S. on September 03, 2024

• Humacyte Inc. (HUMA $1.32)
  • $1.32 Cap: $228M
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Q: Good Morning teams,
Can you please give your opinion about these two companies
Thanks in advance

Upvote 1

Read Answer Asked by Jigneshbhai on September 03, 2024

• Honeywell International Inc. (HON $191.02)
  • $191.02 P/E (TTM): 20.02X Cap: $121.27B
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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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Q: Hi,
One of my industrial holdings is Honeywell. I am thinking of replacing it with Vertiv Holdings. Could you please comment on the trade offs and risk/return potential?
Thank you, Michael

Upvote 1

Read Answer Asked by Michael on September 03, 2024

• Oracle Corporation (ORCL $197.03)
  • $197.03 P/E (TTM): 46.01X Cap: $559.90B
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• MongoDB Inc. (MDB $331.75)
  • $331.75 Cap: $26.99B
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• Elastic N.V. (ESTC $69.53)
  • $69.53 Cap: $7.34B
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• Confluent Inc. (CFLT $21.83)
  • $21.83 Cap: $7.36B
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Q: What are your thoughts on their strong Q2 earnings? Would this be a good entry point? It may finally be ready to rally over the next quarter.

Upvote 2

Read Answer Asked by Neeraj on September 03, 2024

• The Walt Disney Company (DIS $103.31)
  • $103.31 P/E (TTM): 15.22X Cap: $181.99B
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• A.O. Smith Corporation (AOS $65.41)
  • $65.41 P/E (TTM): 17.55X Cap: $8.92B
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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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Q: Hello Peter,
I am trying to decide to between Disney , Vertiv Holdings, and AOS smith.. I know they are in different industries, However, based on risk and reward which is a better stock.. Are you able to suggest a ranking based on value play versus growth.. Much appreciated.

Upvote 6

Read Answer Asked by umedali on September 03, 2024

• AeroVironment Inc. (AVAV $278.47)
  • $278.47 Cap: $13.83B
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• Huntington Ingalls Industries Inc. (HII $314.73)
  • $314.73 P/E (TTM): 21.1X Cap: $12.15B
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• Curtiss-Wright Corporation (CW $555.28)
  • $555.28 P/E (TTM): 43.68X Cap: $20.20B
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Q: can tou please suggest a few US mid cap defense sector stocks or ETFs. Thanks

Upvote 3

Read Answer Asked by gary on September 03, 2024

• Cellebrite DI Ltd. (CLBT $16.80)
  • $16.80 Cap: $4.04B
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Q: Please evaluate clbt is it similar to magnet forensics and is it a good time to buy?

Upvote 4

Read Answer Asked by Gill on September 03, 2024

• Medtronic plc. (MDT $105.35)
  • $105.35 P/E (TTM): 27.96X Cap: $135.13B
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Q: Could you please review the ratios as I am interested to know what has brought the stock up about 10% recently. Thanks

Upvote 2

Read Answer Asked by TOM on August 30, 2024

• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $283.58)
  • $283.58 P/E (TTM): 29.43X Cap: $16.08B
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• VanEck Vectors Semiconductor ETF (SMH $340.01)
  • $340.01 P/E (TTM): 28.66X Cap: $35.26B
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• Invesco PHLX Semiconductor ETF (SOXQ $52.88)
  • $52.88 P/E (TTM): 33.6X Cap: $722M
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Q: What is your opinion of SOXX or SOXQ as a means of entering the semiconductor space at this point?

Thanks.

Debrah

Upvote 2

Read Answer Asked by Debrah on August 30, 2024

• Medpace Holdings Inc. (MEDP $611.81)
  • $611.81 P/E (TTM): 41.39X Cap: $17.23B
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Q: Can you comment on the recent price performance and outlook for Medpace’s?

Upvote 1

Read Answer Asked by Kim on August 30, 2024

• Uber Technologies Inc. (UBER $83.69)
  • $83.69 P/E (TTM): 14.29X Cap: $173.89B
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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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Q: Contemplating buying into VRT or Uber for a three to five year hold. Which would you suggest and why?

Upvote 8

Read Answer Asked by Dennis on August 30, 2024

• Dollar General Corporation (DG $104.31)
  • $104.31 P/E (TTM): 18.83X Cap: $22.38B
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Q: Can you please comment on earnings? In your Q & A on Sep 20 2023 it included this comment: "Consensus calls for a decline in earnings this year and only about 9% growth next year." Are there any further negative surprises over the past year?

Upvote 2

Read Answer Asked by James on August 30, 2024

• Veeva Systems Inc. Class A (VEEV $239.95)
  • $239.95 P/E (TTM): 50.22X Cap: $38.75B
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Q: Good Morning

What are your thoughts on VEEV recent earning?
Do you think that finally better these results will finally get them out the doldrums?

Thks
Marcel

Upvote 4

Read Answer Asked by Marcel on August 30, 2024