Investment Q&A

• Alphabet Inc. (GOOG $204.91)
  • $204.91 P/E (TTM): 21.85X Cap: $2.47T
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• Alphabet Inc. (GOOGL $203.90)
  • $203.90 P/E (TTM): 21.74X Cap: $2.46T
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Q: I have a longstanding position in Alphabet (GOOG) in a corporate account, and I am planning to crystalize this position prior to the June 24, 2024 deadline (to qualify for the lower capital gains tax rate). Here is my question: I plan to rebuy my position in Alphabet, but I am wondering if I should take the opportunity to repurchase the GOOGL--rather than the GOOG--shares. Right now, these two classes of shares trade at similar prices, but there is a possibility that the voting shares (GOOGL) could trade at a premium in the future. What would you do if you were faced with this decision?

Ted

Upvote 11

Read Answer Asked by Ted on May 06, 2024

• Apple Inc. (AAPL $231.59)
  • $231.59 P/E (TTM): 35.14X Cap: $3.43T
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• Alphabet Inc. (GOOG $204.91)
  • $204.91 P/E (TTM): 21.85X Cap: $2.47T
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Q: Hi folks,
I would like to add to my holdings in either AAPL or GOOG in my TFSA. May I have your opinion as to which one would be best to add to at this time.
Thanks

Upvote 9

Read Answer Asked by JOHN on May 06, 2024

• PayPal Holdings Inc. (PYPL $69.23)
  • $69.23 P/E (TTM): 14.86X Cap: $66.14B
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• Walgreens Boots Alliance Inc. (WBA $11.96)
  • $11.96 Cap: $10.35B
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• Carnival Corporation (CCL $29.76)
  • $29.76 P/E (TTM): 15.66X Cap: $40.35B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $121.26)
  • $121.26 P/E (TTM): 16.27X Cap: $280.02B
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• JD.com Inc. (JD $31.70)
  • $31.70 P/E (TTM): 8.48X Cap: $46.06B
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• Roku Inc. (ROKU $90.29)
  • $90.29 Cap: $13.30B
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• DocuSign Inc. (DOCU $70.90)
  • $70.90 P/E (TTM): 13.4X Cap: $14.32B
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• Zoom Communications Inc. (ZM $73.14)
  • $73.14 P/E (TTM): 21.96X Cap: $22.12B
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• Unity Software Inc. (U $38.01)
  • $38.01 Cap: $16.05B
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Q: Hi 5i Team,

I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?

Upvote 6

Read Answer Asked by David on May 03, 2024

• QUALCOMM Incorporated (QCOM $157.85)
  • $157.85 P/E (TTM): 15.25X Cap: $170.32B
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Q: Hi there,

Qcom has seen a large uptick in share price. Is it still at a reasonable price or getting overvalued?

Thanks!

Upvote 4

Read Answer Asked by Robert on May 03, 2024

• Lantheus Holdings Inc. (LNTH $54.18)
  • $54.18 P/E (TTM): 15.44X Cap: $3.68B
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Q: Hi what key points do you identify form the earnings? Does LNTH have serious growth (with profit)? Management had turned me off from investing... your take on management?

Upvote 1

Read Answer Asked by Harry on May 03, 2024

• XPEL Inc. (XPEL $37.34)
  • $37.34 P/E (TTM): 21.22X Cap: $1.03B
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Q: Opportunity for long term investor?

Upvote 1

Read Answer Asked by Curtis on May 03, 2024

• Axcelis Technologies Inc. (ACLS $80.51)
  • $80.51 P/E (TTM): 14.75X Cap: $2.52B
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Q: Thoughts on the ACLS quarter? Revenues in decline, but margins increased. But they are forecasting for lower revenues in the next quarter as well. But the market seems to like that the company beat most estimates, popping the stock today. I'm worried about the long term decline in ACLS sales. Is this merited?

Upvote 1

Read Answer Asked by Thomas on May 03, 2024

• Pfizer Inc. (PFE $25.14)
  • $25.14 P/E (TTM): 18.22X Cap: $142.93B
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Q: Could you please comment on their results and outlook?

Thanks,
Milan

Upvote 2

Read Answer Asked by Milan on May 03, 2024

• Salesforce Inc. (CRM $242.44)
  • $242.44 P/E (TTM): 37.94X Cap: $231.77B
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• Workday Inc. (WDAY $226.09)
  • $226.09 P/E (TTM): 125.61X Cap: $60.36B
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• Dayforce Inc. (DAY $73.01)
  • $73.01 P/E (TTM): 330.5X Cap: $11.65B
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Q: Hi, can i get an update/analysis on this stock please. Last inquiry was June 2023.
Does the recent quarter and forecast shed any positive developments?
You last indicated this is not a 'need to own' stock. Are you still of this opinion?
Is there something else in same HCM field that is better suited for an otherwise diversified portfolio?

Cheers,
Steve

Upvote 1

Read Answer Asked by Stephen on May 03, 2024

• Costco Wholesale Corporation (COST $972.04)
  • $972.04 P/E (TTM): 56.78X Cap: $431.07B
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• Colgate-Palmolive Company (CL $85.07)
  • $85.07 P/E (TTM): 23.96X Cap: $68.75B
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• Alimentation Couche-Tard Inc. (ATD $70.02)
  • $70.02 P/E (TTM): 18.69X Cap: $66.38B
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Q: I would like your thoughts on CL. I have had it for three years and it has done nothing until recently, with a 2% div. I feel I should take my small gain and move on. If you agree, do you have better consumer stocks I should consider. Or should I just add to my COST and ATD holdings.

Upvote 4

Read Answer Asked by Gordon on May 03, 2024

• Lantronix Inc. (LTRX $2.89)
  • $2.89 Cap: $112M
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Q: What is your opinion on LTRX's fiscal 2024 Q3 results and Q4 outlook and the valuation of its current stock price?

Upvote 1

Read Answer Asked by Charles on May 02, 2024

• Lantheus Holdings Inc. (LNTH $54.18)
  • $54.18 P/E (TTM): 15.44X Cap: $3.68B
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Q: Your thoughts on Lantheus last quarter report. Do you see this as a good investment for the next 3-5 years, and if so why?

Upvote 1

Read Answer Asked by Alvin on May 02, 2024

• Vestis Corporation (VSTS $4.68)
  • $4.68 Cap: $636M
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Q: You recently suggested Vestis as an alternate to Cintas
The stock dropped 40% today
Do you still do you see this as a potential buy? Why or why not?
Ty

Upvote 1

Read Answer Asked by Indra on May 02, 2024

• GigaCloud Technology Inc (GCT $32.27)
  • $32.27 P/E (TTM): 9.69X Cap: $1.21B
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Q: Are you a buyer of this stock today with the latest financial report. How would you characterize todays stock price as far as cheap/expensive.

Upvote 2

Read Answer Asked by Steve on May 02, 2024

• WhiteHorse Finance Inc. (WHF $8.48)
  • $8.48 P/E (TTM): 56.53X Cap: $196M
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Q: any recommendations pro or con on this company? very attractive dividend

Upvote 1

Read Answer Asked by steve on May 02, 2024

• DoorDash Inc. (DASH $248.00)
  • $248.00 P/E (TTM): 136.26X Cap: $105.94B
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Q: Morning, your thoughts on the quarter including forward earnings. Growth seems strong. Any interest here?

thx, M

Upvote 1

Read Answer Asked by Mark on May 02, 2024

• Golub Capital BDC Inc. (GBDC $14.74)
  • $14.74 P/E (TTM): 10.41X Cap: $3.92B
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• Oaktree Specialty Lending Corporation (OCSL $13.49)
  • $13.49 P/E (TTM): 104.57X Cap: $1.19B
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• TriplePoint Venture Growth BDC Corp. (TPVG $6.26)
  • $6.26 P/E (TTM): 6.36X Cap: $257M
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• Sixth Street Specialty Lending Inc. (TSLX $23.96)
  • $23.96 P/E (TTM): 12.68X Cap: $2.25B
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Q: What are your thoughts on this BDC?
And can you recommend another high dividend US BDC? Thanks

Upvote 1

Read Answer Asked by Michael on May 02, 2024

• Advanced Micro Devices Inc. (AMD $177.51)
  • $177.51 P/E (TTM): 129.57X Cap: $288.07B
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Q: I thought yesterday was my last question on AMD. I can't reconcile your 40x and 26x numbers using the concensus eps on your web pages nor on G&M's numbers, so where are you getting your forward eps? Thx

Upvote 3

Read Answer Asked by Christopher on May 02, 2024

• Global X Marijuana Life Sciences Index ETF (HMMJ $8.19)
  • $8.19 P/E (TTM): 31.87X Cap: $53M
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• Cronos Group Inc. (CRON $3.29)
  • $3.29 P/E (TTM): 18.37X Cap: $1.26B
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• Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
  • Cap: $3.73B
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• AdvisorShares Pure US Cannabis ETF (MSOS $4.55)
  • $4.55 P/E (TTM): 12.38X Cap: $686M
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• Tilray Brands Inc. (TLRY $1.43)
  • $1.43 Cap: $1.44B
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Q: Hi folks
What do you think of marijuana stocks now with the US starting to reschedule the industry? Which US company or ETF would i invest in at this juncture...? I have stayed away and have no pot stocks at the moment. Many are soaring today.
Much thanks
Ps..I have been with 5iResearch for 10 years now..and I can't express how you have helped, guided, inspired And soothed my nerves along the way. THANKYOU

Upvote 3

Read Answer Asked by El-ann on May 02, 2024

• Ulta Beauty Inc. (ULTA $521.00)
  • $521.00 P/E (TTM): 20.38X Cap: $23.41B
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• e.l.f. Beauty Inc. (ELF $116.37)
  • $116.37 P/E (TTM): 68.45X Cap: $6.78B
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• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $111.99)
  • $111.99 Cap: $281.13B
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Q: I see that you are still recommending ULTA as a BUY. What makes ULTA one of your favorite positions? What would be a good price.to buy ULTA? When do you expect the stock price to stop falling?

Which of these would you buy today for a 3 year hold:ULTA, ELF and LVMUY?

Upvote 2

Read Answer Asked by V on May 02, 2024