Investment Q&A

• Elastic N.V. (ESTC $52.25)
  • $52.25 Cap: $5.40B
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• Dynatrace Inc. (DT $40.70)
  • $40.70 P/E (TTM): 66.84X Cap: $11.39B
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• Datadog Inc. (DDOG $200.16)
  • $200.16 P/E (TTM): 608.81X Cap: $71.24B
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Q: Could you review ESTC earnings and call? And if your feelings about the company remain strong.

Thx, M

Upvote 2

Read Answer Asked by Mark on August 30, 2024

• lululemon athletica inc. (LULU $131.18)
  • $131.18 P/E (TTM): 9.89X Cap: $14.49B
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• Ulta Beauty Inc. (ULTA $521.58)
  • $521.58 P/E (TTM): 20.34X Cap: $22.72B
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Q: Morning, could you compare the earnings of these two companies and indicate your preference and why.

Thx, M

Upvote 2

Read Answer Asked by Mark on August 30, 2024

• Harvest Healthcare Leaders Income ETF (HHL $6.75)
  • $6.75 P/E (TTM): 23.48X Cap: $1.61B
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $16.62)
  • $16.62 P/E (TTM): 16.07X Cap: $239M
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Q: How would you compare HHL and LIFE for income

Upvote 1

Read Answer Asked by terrance on August 30, 2024

• NVIDIA Corporation (NVDA $215.20)
  • $215.20 P/E (TTM): 43.16X Cap: $5.22T
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• Dell Technologies Inc. Class C (DELL $260.46)
  • $260.46 P/E (TTM): 26.53X Cap: $169.18B
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• Vertiv Holdings LLC Class A (VRT $339.97)
  • $339.97 P/E (TTM): 99.71X Cap: $130.58B
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• Palantir Technologies Inc. (PLTR $137.80)
  • $137.80 P/E (TTM): 218.73X Cap: $330.34B
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Q: Good Morning
Setting aside the results, clearly they were good, but just focusing on market expectations and future returns, would you initiate a position in NVIDIA today? What other themes for AI would you look at going forward?
Thank you

Upvote 11

Read Answer Asked by Marty on August 30, 2024

Q: On 29 Aug 2024 you replied to a question about a 10:1 stock split of Super Micro Computers. You also seem to have been discussion nvdia but it is not clear which comments are for which stock. Thanks

Upvote 3

Read Answer Asked by TOM on August 30, 2024

• Symbotic Inc. (SYM $52.29)
  • $52.29 Cap: $31.51B
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Q: Do you have any updated thoughts about this company? They seem to be doing the right things and have good sponsorship by key partners such as Walmart and SoftBank but under followed...thanks!

Upvote 2

Read Answer Asked by Derek on August 29, 2024

• Equinix Inc. (EQIX $1,072.08)
  • $1,072.08 P/E (TTM): 77.91X Cap: $105.73B
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• NextEra Energy Inc. (NEE $93.10)
  • $93.10 P/E (TTM): 28.21X Cap: $194.14B
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• Xcel Energy Inc. (XEL $79.39)
  • $79.39 P/E (TTM): 23.21X Cap: $49.56B
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• Miscellaneous (MISC)
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• Digital Realty Trust Inc. (DLR $195.31)
  • $195.31 P/E (TTM): 54.41X Cap: $68.63B
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• Cameco Corporation (CCJ $116.75)
  • $116.75 P/E (TTM): 180.18X Cap: $51B
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Q: So it looks like these data centres for AI are going to use more electric energy than the US has in the near future, the facts are in. So for $50,000 what 5 companies do you invest in for the next 10 years?
Thanks Again

Upvote 8

Read Answer Asked by eugene on August 29, 2024

• Adobe Inc. (ADBE $253.04)
  • $253.04 P/E (TTM): 14.95X Cap: $102.27B
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• Alphabet Inc. (GOOG $397.05)
  • $397.05 P/E (TTM): 36.57X Cap: $4.85T
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• Intuitive Surgical Inc. (ISRG $450.06)
  • $450.06 P/E (TTM): 55.1X Cap: $159.39B
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• Microsoft Corporation (MSFT $415.12)
  • $415.12 P/E (TTM): 25.96X Cap: $3.08T
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• NVIDIA Corporation (NVDA $215.20)
  • $215.20 P/E (TTM): 43.16X Cap: $5.22T
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• Booking Holdings Inc. (BKNG $165.93)
  • $165.93 P/E (TTM): 1.0X Cap: $128.57B
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• Eli Lilly and Company (LLY $948.45)
  • $948.45 P/E (TTM): 41.33X Cap: $893.19B
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• Rollins Inc. (ROL $53.83)
  • $53.83 P/E (TTM): 49.9X Cap: $25.91B
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• CrowdStrike Holdings Inc. (CRWD $527.77)
  • $527.77 Cap: $134.33B
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• Celsius Holdings Inc. (CELH $32.29)
  • $32.29 P/E (TTM): 129.16X Cap: $8.25B
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Q: Can you please provide your top 10 US Stocks (In order ideally) growth focussed for the next 5-10 years. Please provide a management rating for each, and an entry point for each.

Much appreciated

Deduct credits accordingly.

Upvote 49

Read Answer Asked by Nick on August 29, 2024

• Intel Corporation (INTC $124.92)
  • $124.92 Cap: $627.84B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $411.68)
  • $411.68 P/E (TTM): 40.14X Cap: $2.13T
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• Tiny Ltd. (TINY $5.65)
  • $5.65 Cap: $166M
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Q: Hi 5i Team,

Curious why Tiny has been falling over the past month?

Also have some INTC shares from long ago, I would hate to sell at the bottom, but wondering if it is time to move on to something else - any recommendations?

Thank you.

Upvote 3

Read Answer Asked by Evan on August 29, 2024

• HubSpot Inc. (HUBS $197.34)
  • $197.34 P/E (TTM): 300.89X Cap: $10.10B
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• Splunk Inc. (SPLK)
  • Cap: $26.43B
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• Elastic N.V. (ESTC $52.25)
  • $52.25 Cap: $5.40B
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• Dynatrace Inc. (DT $40.70)
  • $40.70 P/E (TTM): 66.84X Cap: $11.39B
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• Datadog Inc. (DDOG $200.16)
  • $200.16 P/E (TTM): 608.81X Cap: $71.24B
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Q: how long before DDOG is profitable who their major competitor and what degree of insider ownership

Upvote 2

Read Answer Asked by richard on August 29, 2024

• NVIDIA Corporation (NVDA $215.20)
  • $215.20 P/E (TTM): 43.16X Cap: $5.22T
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• Super Micro Computer Inc. (SMCI $35.37)
  • $35.37 P/E (TTM): 24.72X Cap: $21.18B
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Q: Good morning,

Can I please get your thoughts regarding the likelihood of a strong bounce for SMCI after the dust settles from the Hindenburg report and delayed filing brouhaha? Is it likely that they still go ahead with the 10:1 planned stock split? Thanks. Brad

Upvote 5

Read Answer Asked by Bradley on August 29, 2024

• Chord Energy Corporation (CHRD $136.44)
  • $136.44 P/E (TTM): 199.64X Cap: $7.68B
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Q: Good morning - Could I please ask for your opinion as to where you think the price of the stock will go from here given it's recent decline.

Thank you

Upvote 2

Read Answer Asked by Russ on August 29, 2024

• NVIDIA Corporation (NVDA $215.20)
  • $215.20 P/E (TTM): 43.16X Cap: $5.22T
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Q: Thanks for this fantastic service!

I expect that you 100s of questions regarding NVDA's results, but I will ask anyway.

What is your interpretation of the results and looking ahead as an investor?

Danny-boy

Upvote 27

Read Answer Asked by Danny-boy on August 29, 2024

Q: Can you please share your opinion on Xdte and qdte ETFs from round Hill?
Is there any benefit of having these in rrsp account for the long term and let that weekly distribution drip buy weekly. Would you choose Xdte or qdte if you have to choose one of them?

Upvote 2

Read Answer Asked by Gurdeep on August 28, 2024

• NVIDIA Corporation (NVDA $215.20)
  • $215.20 P/E (TTM): 43.16X Cap: $5.22T
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Q: If you'd bought NVDA before the split and held it since in a TFSA, would you continue to hold through earnings, or opt for certainty over risk and sell today? Hypothetically, of course!
Thanks for all your great advice!

Upvote 8

Read Answer Asked by Dawn on August 28, 2024

• S&P Global Inc. (SPGI $420.12)
  • $420.12 P/E (TTM): 29.26X Cap: $124.35B
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• MSCI Inc. (MSCI $585.42)
  • $585.42 P/E (TTM): 33.6X Cap: $42.61B
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Q: Hi Team!

What do you think of these 2 index providers at current level? MSCI seems a bit expensive at 40x forward earnings.

Thanks

Benoit

Upvote 6

Read Answer Asked by Benoit on August 28, 2024

• e.l.f. Beauty Inc. (ELF $60.86)
  • $60.86 P/E (TTM): 34.91X Cap: $3.59B
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Q: Could you please give me your opinion on ELF's valuation. How does it compare to it's historical valuation. Thanks.

Upvote 1

Read Answer Asked by Cheryl on August 28, 2024

• NVIDIA Corporation (NVDA $215.20)
  • $215.20 P/E (TTM): 43.16X Cap: $5.22T
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• Super Micro Computer Inc. (SMCI $35.37)
  • $35.37 P/E (TTM): 24.72X Cap: $21.18B
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Q: Can you discuss the situation with SMCI, the short report and what the best strategy is going forward.

thanks, M

Upvote 6

Read Answer Asked by Mark on August 28, 2024

• Altria Group Inc. (MO $68.12)
  • $68.12 P/E (TTM): 16.53X Cap: $113.75B
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• Philip Morris International Inc (PM $170.99)
  • $170.99 P/E (TTM): 23.55X Cap: $266.49B
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Q: What is your opinion about Altria? Is it a buy? If so, what do you like about it?

Upvote 2

Read Answer Asked by christianne on August 28, 2024

• Heico Corporation (HEI $292.52)
  • $292.52 P/E (TTM): 57.81X Cap: $40.81B
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Q: Can I please have your thoughts and analysis on Heico's recently announced earnings. It is trading lower today. I have owned a small position for a few years and have done well. Is this a buying opporunity or a time to get out. Any thoughts that you might have would be appreciated. Thank You.

Upvote 2

Read Answer Asked by Brian on August 28, 2024