Investment Q&A

• First Solar Inc. (FSLR $199.95)
  • $199.95 P/E (TTM): 17.09X Cap: $21.44B
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Q: Hello
Could you comment on most recent earnings?
Thank you very much.
Stephane

Upvote 1

Read Answer Asked by Stephane on May 02, 2024

• Alphabet Inc. (GOOG $204.91)
  • $204.91 P/E (TTM): 21.85X Cap: $2.47T
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• Microsoft Corporation (MSFT $520.17)
  • $520.17 P/E (TTM): 38.14X Cap: $3.86T
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Q: Hi Folks,
I would like to add to my holdings in either MSFT or GOOG in my RRSP account. May I have your opinion as to which one you feel would be the better choice at this time.
Thanks

Upvote 13

Read Answer Asked by JOHN on May 02, 2024

• TransMedics Group Inc. (TMDX $127.55)
  • $127.55 P/E (TTM): 92.97X Cap: $4.34B
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Q: good day to you
what is your opinion about this company and would you add after todays surge ?
thanks for your super service
Georges

Upvote 3

Read Answer Asked by georges on May 01, 2024

• Sunrun Inc. (RUN $13.92)
  • $13.92 Cap: $3.21B
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Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.

Upvote 1

Read Answer Asked by Brendon on May 01, 2024

• Advanced Micro Devices Inc. (AMD $177.51)
  • $177.51 P/E (TTM): 129.57X Cap: $288.07B
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Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.

Upvote 5

Read Answer Asked by Christopher on May 01, 2024

• Lemonade Inc. (LMND $57.37)
  • $57.37 Cap: $4.23B
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Q: Please comment on LMND's results released today.
Thanks !

Upvote 1

Read Answer Asked by Nancy on May 01, 2024

• Advanced Micro Devices Inc. (AMD $177.51)
  • $177.51 P/E (TTM): 129.57X Cap: $288.07B
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Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.

Upvote 4

Read Answer Asked by Christopher on May 01, 2024

• Vanguard S&P 500 Index ETF (VFV $158.16)
  • $158.16 P/E (TTM): 82.03X Cap: $24.68B
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• Vanguard Information Technology ETF (VGT $700.05)
  • $700.05 P/E (TTM): 90.62X Cap: $94.23B
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Q: I need to raise funds from my NR account, capital gains are the same. I need to raise funds immediately for an expense. Which would you sell between these 2 right now to raise cash? What I don’t sell is for 15+ year LTBH.

Upvote 1

Read Answer Asked by John on May 01, 2024

• Super Micro Computer Inc. (SMCI $45.37)
  • $45.37 P/E (TTM): 24.79X Cap: $27.07B
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Q: Hi. Would you please comment on SMCI's earnings. Thanks

Upvote 9

Read Answer Asked by Bruce on May 01, 2024

• CVS Health Corporation (CVS $68.60)
  • $68.60 P/E (TTM): 19.14X Cap: $87B
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Q: Would you add to a small position in a dividend portfolio with this drop?

Upvote 1

Read Answer Asked by Gregory on May 01, 2024

• Booking Holdings Inc. (BKNG $5,454.29)
  • $5,454.29 P/E (TTM): 38.02X Cap: $176.77B
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• Starbucks Corporation (SBUX $90.60)
  • $90.60 P/E (TTM): 39.05X Cap: $102.98B
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• lululemon athletica inc. (LULU $198.46)
  • $198.46 P/E (TTM): 13.5X Cap: $22.76B
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Q: Can you comment on SBUX earnings/outlook? It's getting hammered today - is it worth a look for a patient investor with a long-term (5 years+) horizon? Or are there other consumer discretionary options worth buying at current levels that will provide a greater total return over this timeframe?

Upvote 1

Read Answer Asked by Chris on May 01, 2024

• CECO Environmental Corp. (CECO $44.61)
  • $44.61 P/E (TTM): 30.98X Cap: $1.57B
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Q: Your review on latest earnings report please and thanks

Upvote 1

Read Answer Asked by andre on May 01, 2024

• Amazon.com Inc. (AMZN $231.03)
  • $231.03 P/E (TTM): 35.22X Cap: $2.46T
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• Meta Platforms Inc. (META $785.23)
  • $785.23 P/E (TTM): 28.49X Cap: $1.97T
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• Alphabet Inc. (GOOG $204.91)
  • $204.91 P/E (TTM): 21.85X Cap: $2.47T
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• Microsoft Corporation (MSFT $520.17)
  • $520.17 P/E (TTM): 38.14X Cap: $3.86T
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• NVIDIA Corporation (NVDA $180.45)
  • $180.45 P/E (TTM): 58.21X Cap: $4.40T
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• Oracle Corporation (ORCL $248.28)
  • $248.28 P/E (TTM): 57.21X Cap: $697.37B
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• Constellation Software Inc. (CSU $4,353.38)
  • $4,353.38 P/E (TTM): 107.98X Cap: $92.25B
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• Vitalhub Corp. (VHI $12.75)
  • $12.75 P/E (TTM): 283.33X Cap: $715M
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• Super Micro Computer Inc. (SMCI $45.37)
  • $45.37 P/E (TTM): 24.79X Cap: $27.07B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.48)
  • $90.48 P/E (TTM): 234.6X Cap: $135.34B
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• Lumine Group Inc. (LMN $49.50)
  • $49.50 P/E (TTM): 189.14X Cap: $12.70B
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Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks

Upvote 6

Read Answer Asked by Fernando on May 01, 2024

• Nextracker Inc. (NXT $60.58)
  • $60.58 P/E (TTM): 16.51X Cap: $8.96B
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Q: Hi,
I was looking at NXT on KoyFin and noticed a reported increase in the number of shares from ~42M in Feb. '23 to ~137M in Feb. 2024. Do you know why the share count increased so much and do you think it is affecting the recent decline in the share price. I realize that the market is not that great lately and is a major factor for any stock price right now.
Thank you. Michael

Upvote 2

Read Answer Asked by Michael on May 01, 2024

• Eaton Corporation PLC (ETN $351.03)
  • $351.03 P/E (TTM): 35.42X Cap: $136.65B
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Q: Can I please have your take On Eaton's recently annouced earnings. I own the stock. Would you recommend hanging on? Your comments would be appreciated. Thank You.

Upvote 4

Read Answer Asked by Brian on May 01, 2024

• Trane Technologies plc (TT $423.43)
  • $423.43 P/E (TTM): 33.61X Cap: $94.21B
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Q: Good morning, interested in your take on earnings and Outlook going forward Tia Mike

Upvote 4

Read Answer Asked by michael on May 01, 2024

• Amazon.com Inc. (AMZN $231.03)
  • $231.03 P/E (TTM): 35.22X Cap: $2.46T
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Q: Thoughts on Amazon's quarter?

Upvote 7

Read Answer Asked by Joe on May 01, 2024

• Reliance Inc. (RS $286.06)
  • $286.06 P/E (TTM): 20.33X Cap: $15.04B
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Q: I have a question about Reliance

Upvote 1

Read Answer Asked by George on May 01, 2024

• Lockheed Martin Corporation (LMT $437.56)
  • $437.56 P/E (TTM): 24.57X Cap: $102.15B
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• Raytheon Company (RTN $116.96)
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Q: Just looking for an opinion on this little company. With what we have seen around the world with this type of tech does this company have a chance of being a big player like RTN or LMT which I am sure have offerings in this space.

https://redcat.red/solutions/teal-drones/

Upvote 2

Read Answer Asked by Kolbi on April 30, 2024

• Apple Inc. (AAPL $231.59)
  • $231.59 P/E (TTM): 35.14X Cap: $3.43T
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• Amazon.com Inc. (AMZN $231.03)
  • $231.03 P/E (TTM): 35.22X Cap: $2.46T
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• Meta Platforms Inc. (META $785.23)
  • $785.23 P/E (TTM): 28.49X Cap: $1.97T
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• Alphabet Inc. (GOOGL $203.90)
  • $203.90 P/E (TTM): 21.74X Cap: $2.46T
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• Microsoft Corporation (MSFT $520.17)
  • $520.17 P/E (TTM): 38.14X Cap: $3.86T
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• Netflix Inc. (NFLX $1,238.95)
  • $1,238.95 P/E (TTM): 52.79X Cap: $526.46B
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• NVIDIA Corporation (NVDA $180.45)
  • $180.45 P/E (TTM): 58.21X Cap: $4.40T
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• 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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• Wynn Resorts Limited (WYNN $109.45)
  • $109.45 P/E (TTM): 29.26X Cap: $11.38B
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• The Boeing Company (BA $235.26)
  • $235.26 Cap: $177.89B
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• Bank of America Corporation (BAC $46.94)
  • $46.94 P/E (TTM): 13.77X Cap: $347.68B
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• BlackRock Inc. (BLK $1,135.01)
  • $1,135.01 P/E (TTM): 27.57X Cap: $175.76B
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• Carnival Corporation (CCL $29.76)
  • $29.76 P/E (TTM): 15.66X Cap: $40.35B
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• Salesforce Inc. (CRM $242.44)
  • $242.44 P/E (TTM): 37.94X Cap: $231.77B
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• Delta Air Lines Inc. (DAL $60.24)
  • $60.24 P/E (TTM): 8.73X Cap: $39.33B
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• The Walt Disney Company (DIS $115.39)
  • $115.39 P/E (TTM): 23.55X Cap: $207.46B
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• Goldman Sachs Group Inc. (The) (GS $730.72)
  • $730.72 P/E (TTM): 16.11X Cap: $221.20B
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• International Business Machines Corporation (IBM $239.72)
  • $239.72 P/E (TTM): 38.79X Cap: $223.30B
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• JPMorgan Chase & Co. (JPM $290.49)
  • $290.49 P/E (TTM): 14.25X Cap: $798.77B
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• Eli Lilly and Company (LLY $701.23)
  • $701.23 P/E (TTM): 57.06X Cap: $663.68B
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• Mastercard Incorporated (MA $581.70)
  • $581.70 P/E (TTM): 39.22X Cap: $525.86B
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• Morgan Stanley (MS $144.63)
  • $144.63 P/E (TTM): 16.96X Cap: $230.87B
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• Pfizer Inc. (PFE $25.14)
  • $25.14 P/E (TTM): 18.22X Cap: $142.93B
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• Royal Caribbean Cruises Ltd. (RCL $313.95)
  • $313.95 P/E (TTM): 23.1X Cap: $85.27B
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• Visa Inc. (V $344.47)
  • $344.47 P/E (TTM): 33.64X Cap: $668.25B
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• Wells Fargo & Company (WFC $77.10)
  • $77.10 P/E (TTM): 13.87X Cap: $246.98B
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• Exxon Mobil Corporation (XOM $106.49)
  • $106.49 P/E (TTM): 14.12X Cap: $453.99B
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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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• Tencent Holdings Ltd. ADR (TCEHY $75.61)
  • $75.61 P/E (TTM): 29.41X Cap: $704.75B
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• Veeva Systems Inc. Class A (VEEV $280.61)
  • $280.61 P/E (TTM): 59.58X Cap: $45.85B
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• The Trade Desk Inc. (TTD $52.12)
  • $52.12 P/E (TTM): 62.8X Cap: $25.48B
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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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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $238.88)
  • $238.88 P/E (TTM): 32.06X Cap: $1.23T
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• Healthpeak Properties (DOC $17.31)
  • $17.31 P/E (TTM): 69.24X Cap: $12.02B
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• National Health Investors Inc. (NHI $74.66)
  • $74.66 P/E (TTM): 23.63X Cap: $3.54B
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• Zoom Communications Inc. (ZM $73.14)
  • $73.14 P/E (TTM): 21.96X Cap: $22.12B
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• CrowdStrike Holdings Inc. (CRWD $427.90)
  • $427.90 Cap: $106.65B
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• Unity Software Inc. (U $38.01)
  • $38.01 Cap: $16.05B
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Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Upvote 9

Read Answer Asked by David on April 30, 2024