Investment Q&A

• Intuitive Surgical Inc. (ISRG $418.83)
  • $418.83 P/E (TTM): 54.69X Cap: $159.39B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $221.31)
  • $221.31 P/E (TTM): 43.92X Cap: $5.22T
  • View NVDA Profile
  • View Questions on NVDA
• Palo Alto Networks Inc. (PANW $213.53)
  • $213.53 P/E (TTM): 114.85X Cap: $169.63B
  • View PANW Profile
  • View Questions on PANW
• Crocs Inc. (CROX $101.69)
  • $101.69 Cap: $5.14B
  • View CROX Profile
  • View Questions on CROX
• CrowdStrike Holdings Inc. (CRWD $539.59)
  • $539.59 Cap: $134.33B
  • View CRWD Profile
  • View Questions on CRWD
• TransMedics Group Inc. (TMDX $63.99)
  • $63.99 P/E (TTM): 13.99X Cap: $2.34B
  • View TMDX Profile
  • View Questions on TMDX

Q: Making some adjustments in the growth portion of a registered account held in US$ by trimming NVDA & selling CROX which still has a good profit but may languish for awhile. Would you rank the above 4 picks please (highest = 10) and suggest entry price. Also, would you pick just 1 from each of the 2 sectors represented or would you prefer some of each and if so, divide equally or ??
Many thanks as always.

Upvote 7

Read Answer Asked by Alexandra on October 29, 2024

• Crocs Inc. (CROX $101.69)
  • $101.69 Cap: $5.14B
  • View CROX Profile
  • View Questions on CROX

Q: With the ongoing HeyDude problems and declining P/E, is Crocs in danger of becoming a value trap? Has it already become one? For a growth investor, is CROX still a hold or is it time to move on?

Upvote 2

Read Answer Asked by Martin on October 29, 2024

• Fortinet Inc. (FTNT $114.79)
  • $114.79 P/E (TTM): 46.94X Cap: $83.51B
  • View FTNT Profile
  • View Questions on FTNT
• Palo Alto Networks Inc. (PANW $213.53)
  • $213.53 P/E (TTM): 114.85X Cap: $169.63B
  • View PANW Profile
  • View Questions on PANW
• CrowdStrike Holdings Inc. (CRWD $539.59)
  • $539.59 Cap: $134.33B
  • View CRWD Profile
  • View Questions on CRWD

Q: Could you please rank your top 3 software security companies that you like today. thank you.

Upvote 8

Read Answer Asked by Cheryl on October 29, 2024

• Everforth Inc Com (ASGN)
  • P/E (TTM): 15.49X Cap: $806M
  • View ASGN Profile
  • View Questions on ASGN

Q: Please comment on the latest quarterly results foe ASGN and the outlook for this stock.

Upvote 2

Read Answer Asked by Larry M. on October 29, 2024

• Clear Secure Inc. Class A (YOU $56.90)
  • $56.90 P/E (TTM): 109.04X Cap: $8.14B
  • View YOU Profile
  • View Questions on YOU

Q: Please advise your thoughts on You. Do you recommend as Buy or hold. Their earnings will be next week do they usually beat their earnings and their forecast

Thanks for the great advice

Upvote 2

Read Answer Asked by Hector on October 29, 2024

• Crocs Inc. (CROX $101.69)
  • $101.69 Cap: $5.14B
  • View CROX Profile
  • View Questions on CROX

Q: Please comment on CROX’s decline. Reason for concern?

How’d earnings go?

Thank you

Upvote 3

Read Answer Asked by Nick on October 29, 2024

• Intuitive Surgical Inc. (ISRG $418.83)
  • $418.83 P/E (TTM): 54.69X Cap: $159.39B
  • View ISRG Profile
  • View Questions on ISRG
• Booking Holdings Inc. (BKNG $156.97)
  • $156.97 P/E (TTM): 1.0X Cap: $128.57B
  • View BKNG Profile
  • View Questions on BKNG
• Super Micro Computer Inc. (SMCI $34.70)
  • $34.70 P/E (TTM): 26.01X Cap: $21.18B
  • View SMCI Profile
  • View Questions on SMCI
• Vertiv Holdings LLC Class A (VRT $369.38)
  • $369.38 P/E (TTM): 99.7X Cap: $130.58B
  • View VRT Profile
  • View Questions on VRT

Q: Good Morning,
I currently hold a small position in SMCI at the break even point. I’m considering selling SMCI and adding VRT or ISRG for a solid growth name. Is this a move that you would endorse, and if so, which one would you choose at current levels. Feel free to include any alternative names if you see fit.
Thank you,

Upvote 6

Read Answer Asked by Kevin on October 29, 2024

• The Boeing Company (BA $239.39)
  • $239.39 P/E (TTM): 93.82X Cap: $187.11B
  • View BA Profile
  • View Questions on BA

Q: I am thinking of taking a position in the CDR?

more of a trade, rather then a longer term investment.

what are your thoughts ?

thanks

Upvote 2

Read Answer Asked by Stephen on October 29, 2024

• TransMedics Group Inc. (TMDX $63.99)
  • $63.99 P/E (TTM): 13.99X Cap: $2.34B
  • View TMDX Profile
  • View Questions on TMDX

Q: I just read the third quarter results. The market reaction is horrible. It looks like its going to drop 30 percent at opening. My issue is I didn't see any red flags. Growth target is on track. The only negative was a drop in gross margin which was explained. Should I buy on the dip once the price stabilizes.

Upvote 3

Read Answer Asked by Steve on October 29, 2024

• Teradyne Inc. (TER $364.90)
  • $364.90 P/E (TTM): 103.68X Cap: $56.31B
  • View TER Profile
  • View Questions on TER

Q: Can you please comment the company? Is it buyable? Thank you

Upvote 1

Read Answer Asked by Frank on October 29, 2024

• Comfort Systems USA Inc. (FIX $2,035.22)
  • $2,035.22 P/E (TTM): 67.56X Cap: $68.72B
  • View FIX Profile
  • View Questions on FIX
• Carrier Global Corporation (CARR $66.05)
  • $66.05 P/E (TTM): 38.99X Cap: $55.85B
  • View CARR Profile
  • View Questions on CARR

Q: I am interested in investing in one of the above listed companies. Can you please give me your thoughts and analysis? Do you think these companies are a good investment and why . Which of these companies would you prefer? FIX took a big hit on October 25th. Thank you.

Upvote 2

Read Answer Asked by Brian on October 29, 2024

• SPS Commerce Inc. (SPSC $53.27)
  • $53.27 P/E (TTM): 22.96X Cap: $2.07B
  • View SPSC Profile
  • View Questions on SPSC

Q: Thoughts on SPSC results and the market reaction? Is it OK to own?

Thanks!

Upvote 2

Read Answer Asked by Gooding on October 29, 2024

• Adobe Inc. (ADBE $245.29)
  • $245.29 P/E (TTM): 14.75X Cap: $102.27B
  • View ADBE Profile
  • View Questions on ADBE
• KKR & Co. Inc. (KKR $99.57)
  • $99.57 P/E (TTM): 43.81X Cap: $91.40B
  • View KKR Profile
  • View Questions on KKR
• lululemon athletica inc. (LULU $127.17)
  • $127.17 P/E (TTM): 9.89X Cap: $14.49B
  • View LULU Profile
  • View Questions on LULU
• Sprouts Farmers Market Inc. (SFM $82.35)
  • $82.35 P/E (TTM): 15.6X Cap: $7.78B
  • View SFM Profile
  • View Questions on SFM
• Celsius Holdings Inc. (CELH $29.31)
  • $29.31 P/E (TTM): 129.16X Cap: $8.25B
  • View CELH Profile
  • View Questions on CELH
• Applovin Corporation (APP $470.83)
  • $470.83 P/E (TTM): 48.06X Cap: $157.40B
  • View APP Profile
  • View Questions on APP

Q: Hello 5i
My patience is running low on CELH LULU ADBE. I'm considering switch to KKR APP SFM. I'm looking for growth with a fairly high risk tolerance.
Could I have your opinion on the growth prospects on all six of these and which would be your favourites please?
Thank you
Dave

Upvote 4

Read Answer Asked by Dave on October 29, 2024

• Baker Hughes Company (BKR $64.76)
  • $64.76 P/E (TTM): 24.57X Cap: $63.38B
  • View BKR Profile
  • View Questions on BKR
• Halliburton Company (HAL $40.41)
  • $40.41 P/E (TTM): 26.55X Cap: $33.27B
  • View HAL Profile
  • View Questions on HAL
• SLB Limited (SLB $54.78)
  • $54.78 P/E (TTM): 22.67X Cap: $79.64B
  • View SLB Profile
  • View Questions on SLB
• Ensign Energy Services Inc. (ESI $4.10)
  • $4.10 Cap: $709M
  • View ESI Profile
  • View Questions on ESI
• Precision Drilling Corporation (PD $125.51)
  • $125.51 Cap: $1.55B
  • View PD Profile
  • View Questions on PD

Q: If President Trump is returned to office on November 5th, and given his promise to unleash American oil and gas production, would energy service stocks experience a significant tail wind. If yes, please provide your top suggestions, both U.S. and Canadian. Thanks

Upvote 3

Read Answer Asked by Greg on October 29, 2024

• Alphabet Inc. (GOOG $388.82)
  • $388.82 P/E (TTM): 36.73X Cap: $4.85T
  • View GOOG Profile
  • View Questions on GOOG

Q: For argument sake let’s say ChatGPT slowly takes market share from Google search over the next several years. Are you still as bullish on Google as you are today? Outside of search where do you think the growth is coming from?
Thanks

Upvote 9

Read Answer Asked by Curtis on October 29, 2024

• KKR & Co. Inc. (KKR $99.57)
  • $99.57 P/E (TTM): 43.81X Cap: $91.40B
  • View KKR Profile
  • View Questions on KKR

Q: Hi Guys,

I have a half position with KKR:US, would feel comfortable with a full position after their most recent quarter?

thanks

Jim

Upvote 3

Read Answer Asked by jim on October 29, 2024

• TransMedics Group Inc. (TMDX $63.99)
  • $63.99 P/E (TTM): 13.99X Cap: $2.34B
  • View TMDX Profile
  • View Questions on TMDX

Q: Would you start a new position in this tomorrow? It looks like earnings results were not liked by the after hours market. Sometimes it seems that the best time to buy is the day after an announcement when things get pushed down too much. Thanks.

Upvote 2

Read Answer Asked by Jason on October 28, 2024

• Kinsale Capital Group Inc. (KNSL $301.00)
  • $301.00 P/E (TTM): 14.07X Cap: $7.03B
  • View KNSL Profile
  • View Questions on KNSL

Q: Can you comment on the market reaction to KNSL earnings.I thought they were great…….

Upvote 2

Read Answer Asked by Kim on October 28, 2024

• Amazon.com Inc. (AMZN $270.00)
  • $270.00 P/E (TTM): 38.03X Cap: $2.93T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $388.82)
  • $388.82 P/E (TTM): 36.73X Cap: $4.85T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $418.83)
  • $418.83 P/E (TTM): 54.69X Cap: $159.39B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $221.31)
  • $221.31 P/E (TTM): 43.92X Cap: $5.22T
  • View NVDA Profile
  • View Questions on NVDA
• Crocs Inc. (CROX $101.69)
  • $101.69 Cap: $5.14B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $382.20)
  • $382.20 P/E (TTM): 267.25X Cap: $32.52B
  • View AXON Profile
  • View Questions on AXON
• Berkshire Hathaway Inc. (BRK.B $479.10)
  • $479.10 P/E (TTM): 15.36X Cap: $1.03T
  • View BRK.B Profile
  • View Questions on BRK.B
• Trane Technologies plc (TT $477.40)
  • $477.40 P/E (TTM): 35.91X Cap: $103.04B
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX $179.69)
  • $179.69 P/E (TTM): 33.04X Cap: $237.13B
  • View RTX Profile
  • View Questions on RTX

Q: Hi which top 5 US companies do you find most attractive at their respective valuation? “In order ideally please.” Please exclude my holdings in the answer. 5-10 years. Thank you

I currently hold GOOG, NVDA, AMZN, CROX, IRSG.

Upvote 18

Read Answer Asked by Nick on October 28, 2024

• Vanguard S&P 500 ETF (VOO $680.47)
  • $680.47 P/E (TTM): 26.2X Cap: $892.81B
  • View VOO Profile
  • View Questions on VOO
• State Street SPDR S&P 500 ETF Trust (SPY $740.22)
  • $740.22 P/E (TTM): 25.73X Cap: $757.85B
  • View SPY Profile
  • View Questions on SPY

Q: If u were to buy only one all in one etf what would you suggest - for longer term 3-5 years growth

Upvote 5

Read Answer Asked by Indra on October 28, 2024