Investment Q&A

Q: Would you comment, please, on the Reddit IPO. Is it a good prospect and what would be your expectations. Thanks.

Upvote 2

Read Answer Asked by Sylvia on March 20, 2024

• QUALCOMM Incorporated (QCOM $177.78)
  • $177.78 P/E (TTM): 35.97X Cap: $194.78B
  • View QCOM Profile
  • View Questions on QCOM
• AT&T Inc. (T $23.99)
  • $23.99 P/E (TTM): 7.78X Cap: $171.35B
  • View T Profile
  • View Questions on T
• United Rentals Inc. (URI $938.79)
  • $938.79 P/E (TTM): 22.69X Cap: $58.40B
  • View URI Profile
  • View Questions on URI
• ATS Corporation (ATS $40.03)
  • $40.03 Cap: $3.92B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• BCE Inc. (BCE $23.74)
  • $23.74 P/E (TTM): 4.85X Cap: $22.20B
  • View BCE Profile
  • View Questions on BCE

Q: I like ATS but am down a bit over the past couple of years. PA suggests I boost my US positions. Im not optimistic about Canada's medium term growth prospects when compared to the US so this might be a good time to make some portfolio adjustments. I'm considering selling ATS and buying a US industrial, perhaps URI. Your thoughts, please. In the same vein, I am looking at Canada's telecom sector and I'm down in both BCE and T. Of course, both pay hopefully sustainable dividends. The US telco sector doesn't look much better. I'm considering bailing on the telcos and adding QCOM as a quasi-surrogate. I know it's rated as tech but telco's are all giving me headaches. Your thoughts please. Al

Upvote 8

Read Answer Asked by alex on March 20, 2024

Q: LMAT does seem to show up on your site. It "manufactures and distributes medical devices for the treatment of peripheral vascular disease". Thoughts on this company growth, competition, etc.? Thanks

Upvote 1

Read Answer Asked by Stephen on March 20, 2024

• Nextpower Inc. (NXT $91.17)
  • $91.17 P/E (TTM): 23.07X Cap: $13.52B
  • View NXT Profile
  • View Questions on NXT

Q: I am considering making an investment in this security. Would you recommend purchasing at its current price ? Your overall thoughts on the company and its future potential would be appreciated. Thank You.

Upvote 11

Read Answer Asked by Brian on March 20, 2024

• Super Micro Computer Inc. (SMCI $30.16)
  • $30.16 P/E (TTM): 23.63X Cap: $18B
  • View SMCI Profile
  • View Questions on SMCI

Q: Good morning,

Can I get your assessment on the new shares issued at $875? Where do you think this stock goes from here, and would you rate it buy, sell or hold? Thanks.

Upvote 8

Read Answer Asked by Bradley on March 20, 2024

• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA
• DTE Energy Company (DTE $129.89)
  • $129.89 P/E (TTM): 19.26X Cap: $26.92B
  • View DTE Profile
  • View Questions on DTE
• Edison International (EIX $60.99)
  • $60.99 P/E (TTM): 7.63X Cap: $22.93B
  • View EIX Profile
  • View Questions on EIX
• Eli Lilly and Company (LLY $1,063.56)
  • $1,063.56 P/E (TTM): 54.21X Cap: $1.02T
  • View LLY Profile
  • View Questions on LLY
• NextEra Energy Inc. (NEE $79.89)
  • $79.89 P/E (TTM): 24.96X Cap: $165.54B
  • View NEE Profile
  • View Questions on NEE
• NiSource Inc (NI $42.03)
  • $42.03 P/E (TTM): 21.98X Cap: $19.98B
  • View NI Profile
  • View Questions on NI
• DBA Sempra (SRE $88.82)
  • $88.82 P/E (TTM): 27.0X Cap: $57.97B
  • View SRE Profile
  • View Questions on SRE
• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 64.73X Cap: $62.54B
  • View VRT Profile
  • View Questions on VRT

Q: Can you suggest 3 "best" US stocks for growth other than MAG7 ?
3 best US with dividends. thanks

Upvote 21

Read Answer Asked by Fernando on March 20, 2024

Q: Hello. What do you think of JEPQ?

Upvote 2

Read Answer Asked by brent on March 20, 2024

• Datadog Inc. (DDOG $125.49)
  • $125.49 P/E (TTM): 416.18X Cap: $44B
  • View DDOG Profile
  • View Questions on DDOG
• Snowflake Inc. (SNOW $219.09)
  • $219.09 Cap: $74.97B
  • View SNOW Profile
  • View Questions on SNOW
• Applovin Corporation (APP $647.72)
  • $647.72 P/E (TTM): 76.78X Cap: $218.90B
  • View APP Profile
  • View Questions on APP
• UiPath Inc. Class A (PATH $16.32)
  • $16.32 P/E (TTM): 42.48X Cap: $9.02B
  • View PATH Profile
  • View Questions on PATH
• Confluent Inc. (CFLT $30.36)
  • $30.36 Cap: $10.64B
  • View CFLT Profile
  • View Questions on CFLT

Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP

Upvote 5

Read Answer Asked by Kel on March 20, 2024

• International Flavors & Fragrances Inc. (IFF $69.10)
  • $69.10 Cap: $17.69B
  • View IFF Profile
  • View Questions on IFF
• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $89.19)
  • $89.19 P/E (TTM): 164.25X Cap: $25.81B
  • View IRM Profile
  • View Questions on IRM
• Alexandria Real Estate Equities Inc. (ARE $53.97)
  • $53.97 Cap: $9.32B
  • View ARE Profile
  • View Questions on ARE
• Transdigm Group Incorporated (TDG $1,392.09)
  • $1,392.09 P/E (TTM): 42.94X Cap: $78.40B
  • View TDG Profile
  • View Questions on TDG
• Rivian Automotive Inc. (RIVN $19.22)
  • $19.22 Cap: $24.38B
  • View RIVN Profile
  • View Questions on RIVN

Q: what would you you recommend as 5 top shorts?

Upvote 2

Read Answer Asked by Gary on March 20, 2024

• Intuitive Surgical Inc. (ISRG $586.24)
  • $586.24 P/E (TTM): 77.29X Cap: $207.81B
  • View ISRG Profile
  • View Questions on ISRG
• Abbott Laboratories (ABT $125.92)
  • $125.92 P/E (TTM): 15.83X Cap: $218.95B
  • View ABT Profile
  • View Questions on ABT
• Edwards Lifesciences Corporation (EW $85.13)
  • $85.13 P/E (TTM): 36.46X Cap: $49.40B
  • View EW Profile
  • View Questions on EW
• Thermo Fisher Scientific Inc (TMO $618.86)
  • $618.86 P/E (TTM): 35.04X Cap: $232.51B
  • View TMO Profile
  • View Questions on TMO
• Zoetis Inc. Class A (ZTS $127.17)
  • $127.17 P/E (TTM): 21.16X Cap: $55.90B
  • View ZTS Profile
  • View Questions on ZTS
• IDEXX Laboratories Inc. (IDXX $713.35)
  • $713.35 P/E (TTM): 56.67X Cap: $56.88B
  • View IDXX Profile
  • View Questions on IDXX
• Globus Medical Inc. Class A (GMED $94.47)
  • $94.47 P/E (TTM): 29.21X Cap: $12.64B
  • View GMED Profile
  • View Questions on GMED
• Atrion Corporation (ATRI)
  • P/E (TTM): 64.5X
  • View ATRI Profile
  • View Questions on ATRI
• InMode Ltd. (INMD $14.44)
  • $14.44 Cap: $991M
  • View INMD Profile
  • View Questions on INMD
• GE HealthCare Technologies Inc. (GEHC $87.28)
  • $87.28 P/E (TTM): 17.68X Cap: $40.15B
  • View GEHC Profile
  • View Questions on GEHC

Q: Please rank these healthcare stocks in terms of long term growth potential (5-10 years or more): EW, ISRG, IDXX, GEHC, ZTS, ABT, TMO, ATRI, GMED, INMD

Upvote 2

Read Answer Asked by Brian on March 20, 2024

• Palo Alto Networks Inc. (PANW $189.02)
  • $189.02 P/E (TTM): 120.76X Cap: $131.74B
  • View PANW Profile
  • View Questions on PANW
• Zscaler Inc. (ZS $216.73)
  • $216.73 Cap: $34.56B
  • View ZS Profile
  • View Questions on ZS
• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $116.94B
  • View CRWD Profile
  • View Questions on CRWD
• Cloudflare Inc. Class A (NET $182.78)
  • $182.78 Cap: $64.02B
  • View NET Profile
  • View Questions on NET

Q: On the software security front, my opinion is that the general, PANW is slipping a bit and being reigned in by CRWD, NET, ZS. What is your opinion on these, and also S? Could you please rank for growth over the next 5 years?

Upvote 4

Read Answer Asked by Kel on March 19, 2024

• Euronet Worldwide Inc. (EEFT $75.31)
  • $75.31 P/E (TTM): 10.84X Cap: $3.11B
  • View EEFT Profile
  • View Questions on EEFT

Q: Your much appreciated analysis please, thanks.

Upvote 1

Read Answer Asked by MG on March 19, 2024

• Varonis Systems Inc. (VRNS $35.25)
  • $35.25 Cap: $4.15B
  • View VRNS Profile
  • View Questions on VRNS

Q: is it worth the high multiple?

Upvote 2

Read Answer Asked by Gary on March 19, 2024

• Safehold Inc. (SAFE $14.87)
  • $14.87 P/E (TTM): 9.17X Cap: $1.06B
  • View SAFE Profile
  • View Questions on SAFE

Q: I asked this question a couple of years ago and am looking for your updated opinion.

I like the idea behind this business and perhaps it is a very long-term prospect. Or, perhaps it's just not working, as its stock price suggests.

Kevin

Upvote 1

Read Answer Asked by Kevin on March 19, 2024

• Zoetis Inc. Class A (ZTS $127.17)
  • $127.17 P/E (TTM): 21.16X Cap: $55.90B
  • View ZTS Profile
  • View Questions on ZTS

Q: Good morning,

Could you please comment on the recent slide in price and whether you would buy at these levels?
Thank you

Upvote 2

Read Answer Asked by Brad on March 19, 2024

Q: Can I have your thoughts on RGTI and quantum computing in general. Thank-you.

Upvote 1

Read Answer Asked by Alex on March 19, 2024

• NuScale Power Corporation Class A (SMR $20.51)
  • $20.51 Cap: $5.95B
  • View SMR Profile
  • View Questions on SMR

Q: What is going on with SMR Volume 4 times the daily volume Stock is up from 2,00 to $ 8.00 Trades 8,000,000 a day for past 10 days. Is HOOD trading the stock. Any word of what is going on ?

Small Nuclear Reactors is what they build. The world is going Nuclear. RAK

Upvote 4

Read Answer Asked by bob on March 19, 2024

• Advanced Micro Devices Inc. (AMD $203.17)
  • $203.17 P/E (TTM): 104.38X Cap: $333.22B
  • View AMD Profile
  • View Questions on AMD

Q: In your previous answer March 15, 5i said the P/E ratio is about 52 but it looks like about 365 on my bank platform. Could you clarify pls? Also, what is a good price to buy AMD now pls?

Upvote 3

Read Answer Asked by Ron on March 19, 2024

• Amphenol Corporation (APH $140.16)
  • $140.16 P/E (TTM): 46.3X Cap: $166.77B
  • View APH Profile
  • View Questions on APH
• Crocs Inc. (CROX $86.07)
  • $86.07 P/E (TTM): 27.85X Cap: $4.46B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $631.69)
  • $631.69 P/E (TTM): 196.86X Cap: $49.84B
  • View AXON Profile
  • View Questions on AXON
• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 64.73X Cap: $62.54B
  • View VRT Profile
  • View Questions on VRT

Q: I have some US cash and was looking at APH. There haven't been many questions on it. What do you think? I'm interested in growth. I will also be buying crox, axon and vertiv.

Upvote 6

Read Answer Asked by Andrea on March 19, 2024

• Ecolab Inc. (ECL $271.73)
  • $271.73 P/E (TTM): 39.1X Cap: $76.96B
  • View ECL Profile
  • View Questions on ECL
• JPMorgan Chase & Co. (JPM $329.19)
  • $329.19 P/E (TTM): 16.19X Cap: $897.77B
  • View JPM Profile
  • View Questions on JPM
• United Rentals Inc. (URI $938.79)
  • $938.79 P/E (TTM): 22.69X Cap: $58.40B
  • View URI Profile
  • View Questions on URI
• Visa Inc. (V $349.77)
  • $349.77 P/E (TTM): 34.53X Cap: $673.56B
  • View V Profile
  • View Questions on V
• Berkshire Hathaway Inc. (BRK.B $499.10)
  • $499.10 P/E (TTM): 0.02X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Hi, have some American money, need a few suggestions of companies which are relatively safe, potentially with a dividend, but upward trajectory in near future

Upvote 8

Read Answer Asked by Deborah on March 19, 2024