Investment Q&A

• Micron Technology Inc. (MU $804.80)
  • $804.80 P/E (TTM): 35.26X Cap: $842.20B
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• Aspen Aerogels Inc. (ASPN $5.30)
  • $5.30 Cap: $417M
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• Cellebrite DI Ltd. (CLBT $13.03)
  • $13.03 Cap: $3.39B
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Q: Would you add to all of these stocks at these levels?

Upvote 3

Read Answer Asked by Gary on November 30, 2024

• Tortoise Energy Infrastructure Corporation (TYG $45.15)
  • $45.15 P/E (TTM): 19.37X Cap: $583M
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Q: TYG has had a very nice year. Up 65%. Yet PE is only 4.6 and Yield is 6.6%. Looking for growth and income would this be positive addition to my portfolio?

Thanks.

Upvote 1

Read Answer Asked by Donald on November 30, 2024

• Celestica Inc. (CLS $527.66)
  • $527.66 P/E (TTM): 51.81X Cap: $59.10B
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• Descartes Systems Group Inc. (The) (DSG $94.53)
  • $94.53 P/E (TTM): 40.15X Cap: $8.49B
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• Comfort Systems USA Inc. (FIX $2,027.90)
  • $2,027.90 P/E (TTM): 67.56X Cap: $68.72B
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• Construction Partners Inc. (ROAD $137.06)
  • $137.06 P/E (TTM): 64.15X Cap: $7.93B
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• Vertiv Holdings LLC Class A (VRT $368.75)
  • $368.75 P/E (TTM): 99.7X Cap: $130.58B
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• Shift4 Payments Inc. Class A (FOUR $40.65)
  • $40.65 P/E (TTM): 60.92X Cap: $3.37B
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Q: 2025 just around the corner so looking to ensure I have the right exposure to stocks that can outperform the index. Which would be your top 3 stocks out of the group?

Upvote 16

Read Answer Asked by Sal on November 30, 2024

• Axon Enterprise Inc. (AXON $380.71)
  • $380.71 P/E (TTM): 267.25X Cap: $32.52B
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• Cellebrite DI Ltd. (CLBT $13.03)
  • $13.03 Cap: $3.39B
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Q: What do you view as the likelihood of AXON acquiring CLBT? They have a partnership in place and with CLBT looking for a new CEO, AXON might see an opportunity.

Upvote 4

Read Answer Asked by Sal on November 30, 2024

• Axon Enterprise Inc. (AXON $380.71)
  • $380.71 P/E (TTM): 267.25X Cap: $32.52B
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• Shift4 Payments Inc. Class A (FOUR $40.65)
  • $40.65 P/E (TTM): 60.92X Cap: $3.37B
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Q: Hi, Axon or Four today for best high growth over 3-5 years? Thank you.

Upvote 11

Read Answer Asked by Isabelle on November 29, 2024

• Micron Technology Inc. (MU $804.80)
  • $804.80 P/E (TTM): 35.26X Cap: $842.20B
  • View MU Profile
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• Aspen Aerogels Inc. (ASPN $5.30)
  • $5.30 Cap: $417M
  • View ASPN Profile
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• Cellebrite DI Ltd. (CLBT $13.03)
  • $13.03 Cap: $3.39B
  • View CLBT Profile
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Q: Are these stocks all buyable at these levels? In which order would you initiate positions?

Upvote 6

Read Answer Asked by Gary on November 29, 2024

• Tractor Supply Company (TSCO $30.42)
  • $30.42 P/E (TTM): 14.88X Cap: $16.07B
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• Progressive Corporation (The) (PGR $195.15)
  • $195.15 P/E (TTM): 10.09X Cap: $113.36B
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• Philip Morris International Inc (PM $180.72)
  • $180.72 P/E (TTM): 23.55X Cap: $266.49B
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• Union Pacific Corporation (UNP $264.88)
  • $264.88 P/E (TTM): 22.11X Cap: $157.12B
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• Visa Inc. (V $323.67)
  • $323.67 P/E (TTM): 29.93X Cap: $603.93B
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• Domino's Pizza Inc (DPZ $313.48)
  • $313.48 P/E (TTM): 18.36X Cap: $10.75B
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• Ares Management Corporation Class A (ARES $124.73)
  • $124.73 P/E (TTM): 73.83X Cap: $41.20B
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Q: Hello ,I became familiar with various US ETF in different styles ,they represent now 70% of my RRSP US portfolio .I know that the risk is "supposingly" higher with stocks .I own 7 high quality US large Cies stocks that perform well.I wish to invest in some more US individual dividend stocks that you would consider at low risk , enough to hopefully avoid considering selling them in the future.Could you name and rank,if possible 7 US stocks that would meet those criterias..thanks to your excellent team J-Y

Upvote 6

Read Answer Asked by Jean-Yves on November 29, 2024

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $276.38)
  • $276.38 P/E (TTM): 23.57X Cap: $28.79B
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• Transdigm Group Incorporated (TDG $1,193.81)
  • $1,193.81 P/E (TTM): 39.1X Cap: $67.96B
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• Axon Enterprise Inc. (AXON $380.71)
  • $380.71 P/E (TTM): 267.25X Cap: $32.52B
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• Heico Corporation (HEI $287.61)
  • $287.61 P/E (TTM): 57.81X Cap: $40.81B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 72.93X
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Q: Hi. 5I
Could you please comment on BBD.B current value and investible position
now after a recent pullback. looking out 3-5 years.
Thanks for your splendid service.
Cal

Upvote 2

Read Answer Asked by cal on November 29, 2024

• Arch Resources Inc. Class A (ARCH)
  • P/E (TTM): 14.16X
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• CONSOL Energy Inc. (CEIX)
  • P/E (TTM): 7.48X Cap: $3.10B
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• Warrior Met Coal Inc. (HCC $87.93)
  • $87.93 P/E (TTM): 78.78X Cap: $4.53B
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• Alpha Metallurgical Resources Inc. (AMR $188.61)
  • $188.61 Cap: $2.36B
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• Ramaco Resources Inc. Class B Common Stock (METCB $10.69)
  • $10.69 Cap: $691M
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Q: Coal has proven very resilient in resisting climate change activism. Which positions, in addition to METCB, might be worth consideration, if any?
Thanks,
David

Upvote 3

Read Answer Asked by David on November 29, 2024

• Oklo Inc. Class A (OKLO $77.17)
  • $77.17 Cap: $12.61B
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Q: As a member of 5i for approaching a decade, I would like to thank you for the great service that you provide. In reading member questions about a month ago, I stumbled across OKLO and after a bit of research bought a bit and ended up with a very quick double. (thank you to the member who asked a question about it!) After the quick run up, I'm wondering if there is still a long runway for growth with this company?

Also,

Along the same lines, I'm wondering if there are any companies that you are somewhat surprised about that do not receive many questions/attention from members?

Thank you again,
Mike

Upvote 6

Read Answer Asked by Mike on November 29, 2024

• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $36.09)
  • $36.09 P/E (TTM): 29.53X Cap: $41.60B
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Q: I have held this for years waiting for a recovery.It has come a long way.Should I be happy and sell

Upvote 3

Read Answer Asked by Don on November 29, 2024

• Chevron Corporation (CVX $184.27)
  • $184.27 P/E (TTM): 27.39X Cap: $361.71B
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• TotalEnergies SE (TTE $90.66)
  • $90.66 P/E (TTM): 15.18X Cap: $194.44B
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• Chord Energy Corporation (CHRD $140.22)
  • $140.22 P/E (TTM): 197.74X Cap: $7.68B
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Q: Hello Peter et al:
I have owned Total for several years and it hasn't done much. It is involved in a lot of green initiatives, and more recently has been mentioned in the Adani scandal. Please offer all you can about Total.
I am thinking of selling Total and buying Chord Energy. Please provide as much information as you can about Chord. Holds mostly Enerplus Bakken assets-- Good dividend and maybe a takeover candidate. Would you recommend such a switch? Any other or better USA oil companies you would suggest?

Thanks, Ben.

Upvote 3

Read Answer Asked by BEN on November 29, 2024

• Applovin Corporation (APP $463.45)
  • $463.45 P/E (TTM): 48.06X Cap: $157.40B
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• Coinbase Global Inc (COIN $210.29)
  • $210.29 P/E (TTM): 45.2X Cap: $52.98B
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Q: I am looking for two stocks suggestions in each Canada and US with the most potential to trade and profit from the year end rally and current momuntum.
Raouf

Upvote 4

Read Answer Asked by Raoul on November 29, 2024

Q: Can you please share your analysis of Abacus Life Inc on the NASDAQ in the US. As always your insights are greatly appreciated. Thank you.

Upvote 1

Read Answer Asked by MG on November 29, 2024

• Playtika Holding Corp. (PLTK $3.75)
  • $3.75 Cap: $1.35B
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Q: Your thoughts and analysis on Playtika would be appreciated, thanks.

Upvote 1

Read Answer Asked by MG on November 29, 2024

• PENN Entertainment Inc. (PENN $16.13)
  • $16.13 Cap: $2.24B
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• Flutter Entertainment Plc (FLUT $95.56)
  • $95.56 Cap: $18.03B
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Q: Greetings:
I received some shares in Penn in the takeover of Score Media. They are not doing anything. Any chance of a turnaround or move on? What could I replace it with?
Thanks, Ben.

Upvote 2

Read Answer Asked by BEN on November 29, 2024

• Apple Inc. (AAPL $291.18)
  • $291.18 P/E (TTM): 37.13X Cap: $4.30T
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• Amazon.com Inc. (AMZN $271.56)
  • $271.56 P/E (TTM): 38.03X Cap: $2.93T
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• Meta Platforms Inc. (META $602.04)
  • $602.04 P/E (TTM): 25.95X Cap: $1.54T
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• Alphabet Inc. (GOOG $390.41)
  • $390.41 P/E (TTM): 36.73X Cap: $4.85T
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• Microsoft Corporation (MSFT $409.20)
  • $409.20 P/E (TTM): 25.96X Cap: $3.08T
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• NVIDIA Corporation (NVDA $220.84)
  • $220.84 P/E (TTM): 43.92X Cap: $5.22T
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• Arm Holdings plc (ARM $210.75)
  • $210.75 P/E (TTM): 284.36X Cap: $225.90B
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Q: - I sense something happening these days with the whole space in tech, with AI, Information, etc on how its controlled, used, etc...

- Companies like Google and Microsoft have been targeted with lawsuits from many countries, based on Size , Monopoly and Other concerns...
- Companies like NVDA, ARM,AAPL and META are also included in my question...

- The Trump Factor is also a concern...

1. How do you see this playing out for these tech companies playing out ? Short/Long Term

2. Which are the best in class to weather the storm ?

3. Who is the Most Vulnerable To successful lawsuits against or breakup?

4. Best Pick/Picks To Buy and Hold Going Forward??

Thanks,
M

Upvote 10

Read Answer Asked by michael on November 29, 2024

• Booz Allen Hamilton Holding Corporation (BAH $75.38)
  • $75.38 P/E (TTM): 11.45X Cap: $9.28B
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Q: Please provide comment on BAH. Why the recent pullback? Buying opportunity?

Upvote 2

Read Answer Asked by Kelly on November 28, 2024

• Apple Inc. (AAPL $291.18)
  • $291.18 P/E (TTM): 37.13X Cap: $4.30T
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• Amazon.com Inc. (AMZN $271.56)
  • $271.56 P/E (TTM): 38.03X Cap: $2.93T
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• Meta Platforms Inc. (META $602.04)
  • $602.04 P/E (TTM): 25.95X Cap: $1.54T
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• Alphabet Inc. (GOOG $390.41)
  • $390.41 P/E (TTM): 36.73X Cap: $4.85T
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• Intuitive Surgical Inc. (ISRG $421.29)
  • $421.29 P/E (TTM): 54.69X Cap: $159.39B
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• Microsoft Corporation (MSFT $409.20)
  • $409.20 P/E (TTM): 25.96X Cap: $3.08T
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• NVIDIA Corporation (NVDA $220.84)
  • $220.84 P/E (TTM): 43.92X Cap: $5.22T
  • View NVDA Profile
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• Eli Lilly and Company (LLY $972.81)
  • $972.81 P/E (TTM): 41.33X Cap: $893.19B
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• The Trade Desk Inc. (TTD $21.39)
  • $21.39 P/E (TTM): 25.64X Cap: $10.85B
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• Axon Enterprise Inc. (AXON $380.71)
  • $380.71 P/E (TTM): 267.25X Cap: $32.52B
  • View AXON Profile
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• CrowdStrike Holdings Inc. (CRWD $534.58)
  • $534.58 Cap: $134.33B
  • View CRWD Profile
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• Jacobs Solutions Inc. (J $116.22)
  • $116.22 P/E (TTM): 32.09X Cap: $13.98B
  • View J Profile
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• Vertiv Holdings LLC Class A (VRT $368.75)
  • $368.75 P/E (TTM): 99.7X Cap: $130.58B
  • View VRT Profile
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• Amentum Holdings Inc. (AMTM $24.56)
  • $24.56 Cap: $5.98B
  • View AMTM Profile
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Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!

Upvote 21

Read Answer Asked by Andrew on November 28, 2024

• Wolverine World Wide Inc. (WWW $16.25)
  • $16.25 P/E (TTM): 15.05X Cap: $1.36B
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Q: Wolverine Worldwide (WWW NYSE).

Worth buying or or just another useless company?

Thank you.

Upvote 2

Read Answer Asked by Ross on November 28, 2024