Investment Q&A

• Vitalhub Corp. (VHI $9.11)
  • $9.11 P/E (TTM): 177.45X Cap: $575M
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• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.07B
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• Aspen Aerogels Inc. (ASPN $3.30)
  • $3.30 Cap: $272M
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• Datadog Inc. (DDOG $125.49)
  • $125.49 P/E (TTM): 399.65X Cap: $44B
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• Palantir Technologies Inc. (PLTR $177.49)
  • $177.49 P/E (TTM): 421.1X Cap: $423.03B
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• Propel Holdings Inc. (PRL $24.25)
  • $24.25 P/E (TTM): 10.99X Cap: $954M
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• TransMedics Group Inc. (TMDX $137.07)
  • $137.07 P/E (TTM): 55.47X Cap: $4.68B
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Q: Would you kindly provide 4 US stocks and 4 CDN stocks that would be your best bets today to increase in value by 1000% over the next 10 years. Thanks.

Upvote 28

Read Answer Asked by Richard on August 08, 2024

• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.87X Cap: $4.49T
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Q: good afternoon,

Heard the news about a delay in putting out they're new chip, Time of writing
sp dowm another 6% going on 7. Is there some other problem or is it just the casino players at work (traders)?
Aug. 7 at 5PM.

Thanks for the update,

Denis a grateful member

Upvote 6

Read Answer Asked by Denis on August 08, 2024

• Aspen Aerogels Inc. (ASPN $3.30)
  • $3.30 Cap: $272M
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Q: Hi 5i Team,
Pls can you comment on Aspen Aerogel earning.

Upvote 2

Read Answer Asked by Pui on August 08, 2024

• Duolingo Inc. (DUOL $176.66)
  • $176.66 P/E (TTM): 22.04X Cap: $8.14B
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Q: Good morning... Your comments on DUOL's quarter and whether you're still bullish on the company? Buy, sell or hold?

thanks, Mark

Upvote 2

Read Answer Asked by Mark on August 08, 2024

• Airbnb Inc. (ABNB $139.27)
  • $139.27 P/E (TTM): 33.09X Cap: $85.72B
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Q: Please comment on earnings.
Has their latest quarter changed your outlook on the stock?
Thank you very much
Karim.

Upvote 1

Read Answer Asked by Karim on August 08, 2024

• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.94X Cap: $2.64T
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• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 76.32X Cap: $70.45B
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• Teladoc Health Inc. (TDOC $7.46)
  • $7.46 Cap: $1.32B
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Q: Hello Peter,
What is your opinion on Amazon's results? Buying opportunity? Would you use the decline in share price of constellation over the last two days as way of buying more? Is Teledoc a sell at this point and does the theme of remote healthcare no longer hold as it did during covid? thanks a bunch

Upvote 11

Read Answer Asked by umedali on August 07, 2024

• Super Micro Computer Inc. (SMCI $30.16)
  • $30.16 P/E (TTM): 23.54X Cap: $18B
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Q: How was latest quarter? Reaction overblown or justified? Thank you

Upvote 6

Read Answer Asked by Neil on August 07, 2024

• Super Micro Computer Inc. (SMCI $30.16)
  • $30.16 P/E (TTM): 23.54X Cap: $18B
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• Badger Meter Inc. (BMI $174.61)
  • $174.61 P/E (TTM): 37.04X Cap: $4.91B
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• Datadog Inc. (DDOG $125.49)
  • $125.49 P/E (TTM): 399.65X Cap: $44B
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• Docebo Inc. (DCBO $30.38)
  • $30.38 P/E (TTM): 29.33X Cap: $872M
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• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 60.67X Cap: $62.54B
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• Palantir Technologies Inc. (PLTR $177.49)
  • $177.49 P/E (TTM): 421.1X Cap: $423.03B
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• Nextpower Inc. (NXT $91.17)
  • $91.17 P/E (TTM): 23.17X Cap: $13.52B
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Q: Looking for tax-loss proxy ideas for CAN: DCBO and US: NXT, SMCI, and PLTR. If there are simply better names to consider as replacements, those would be appreciated as well. Thank you!

Upvote 5

Read Answer Asked by Andrew on August 07, 2024

• Axon Enterprise Inc. (AXON $631.69)
  • $631.69 P/E (TTM): 194.35X Cap: $49.84B
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Q: Can I please get comments on Axon's latest quarter? Thank you

Upvote 5

Read Answer Asked by Neil on August 07, 2024

• Lockheed Martin Corporation (LMT $542.92)
  • $542.92 P/E (TTM): 30.23X Cap: $125.63B
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• RTX Corporation (RTX $188.50)
  • $188.50 P/E (TTM): 38.71X Cap: $252.73B
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Q: HI, RTX or LMT which one scores better? Greetings, Peter.

Upvote 4

Read Answer Asked by peter on August 07, 2024

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Do the recent earning results change your opinion on SQ? Thank-you.

Upvote 2

Read Answer Asked by Alex on August 07, 2024

• Microsoft Corporation (MSFT $479.28)
  • $479.28 P/E (TTM): 34.0X Cap: $3.56T
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Q: Does this market present a great opportunity to buy Microsoft for a long-term position?

Upvote 6

Read Answer Asked by Gary on August 07, 2024

• Albemarle Corporation (ALB $161.29)
  • $161.29 Cap: $18.98B
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Q: Can I get cons and cons for starting a new small position in ALB?..is current level a good entry level? Many txs...

Upvote 2

Read Answer Asked by adam on August 07, 2024

• Hewlett Packard Enterprise Company (HPE $22.17)
  • $22.17 Cap: $29.58B
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• Super Micro Computer Inc. (SMCI $30.16)
  • $30.16 P/E (TTM): 23.54X Cap: $18B
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• Dell Technologies Inc. Class C (DELL $120.62)
  • $120.62 P/E (TTM): 15.47X Cap: $79.93B
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Q: These companies are often discussed as rivals. In light of SMCI’s results, what do you think of the prospects for HPE and DELL in relation to SMCI? If you had to rank them, which ones get the gold, silver and bronze?

Upvote 3

Read Answer Asked by Brian on August 07, 2024

• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.18X Cap: $13.63B
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Q: Please comment on the earnings and outlook going forward?

Upvote 3

Read Answer Asked by sean on August 07, 2024

• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.18X Cap: $13.63B
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Q: What's your take on the trading in Celsius ? seems like so much speculation vs fundamentals investing .

Thanks

Greg

Upvote 2

Read Answer Asked by Greg on August 07, 2024

• Super Micro Computer Inc. (SMCI $30.16)
  • $30.16 P/E (TTM): 23.54X Cap: $18B
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Q: SMCI reports after the bell today. They predicted around $8/share for the quarter. I bought this stock at $800, what are your thoughts about doubling down prior to earnings? Thanks

Upvote 5

Read Answer Asked by Terry on August 06, 2024

• Progressive Corporation (The) (PGR $215.16)
  • $215.16 P/E (TTM): 11.69X Cap: $126.16B
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• Manulife Financial Corporation (MFC $52.00)
  • $52.00 P/E (TTM): 16.17X Cap: $87.61B
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• Sun Life Financial Inc. (SLF $87.40)
  • $87.40 P/E (TTM): 21.71X Cap: $48.71B
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• Trisura Group Ltd. (TSU $45.54)
  • $45.54 P/E (TTM): 17.59X Cap: $2.16B
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• Arch Capital Group Ltd. (ACGL $95.18)
  • $95.18 P/E (TTM): 9.02X Cap: $34.51B
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Q: With the economy slowing and interest rate cuts on the horizon in the US and already occurring in Canada, should beneficiaries of the higher rates - insurance cos like TSU, FFH, and MFC be sold?

Upvote 3

Read Answer Asked by James on August 06, 2024

• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $118.64B
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• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 60.67X Cap: $62.54B
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Q: Please compare/contrast VRT & CRWD as 5 year investment at this time.

Upvote 7

Read Answer Asked by Joel on August 06, 2024

• KKR & Co. Inc. (KKR $134.65)
  • $134.65 P/E (TTM): 57.06X Cap: $120.02B
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• Blackstone Inc. (BX $157.62)
  • $157.62 P/E (TTM): 44.5X Cap: $116.39B
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• Ares Management Corporation Class A (ARES $175.91)
  • $175.91 P/E (TTM): 75.62X Cap: $57.49B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
  • $75.09 P/E (TTM): 33.39X Cap: $120.95B
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Q: Can I please have your thoughts on KKR. Your overall thoughts on the company and do you see more upside and your take on the recently announced earnings. Thank You.

Upvote 3

Read Answer Asked by Brian on August 06, 2024