Investment Q&A

• Upstart Holdings Inc. (UPST $48.58)
  • $48.58 Cap: $4.67B
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Q: Hi guys,

With the year end fast approaching, I was wondering if UPST is worth keeping or just use the capital loss ?

Thanks,

Jim

Upvote 1

Read Answer Asked by jim on November 13, 2023

• Franco-Nevada Corporation (FNV $286.16)
  • $286.16 P/E (TTM): 50.82X Cap: $55.14B
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Q: Can you please update us on what management did or did not say regarding the Panamanian mine situation on the earnings call. Did they adjust their forward guidance because of the potential disruption?
Would you recommend buying at this level?
Thanks.

Upvote 2

Read Answer Asked by Harvey on November 13, 2023

• Plug Power Inc. (PLUG $3.42)
  • $3.42 Cap: $3.94B
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Q: I am having trouble making sense of their shareholders letter which is supposed to explain why PLUG has had difficulties this year; there seems to have been a shortage of H2 when PLUG makes the stuff, which makes their statements gobbledegook. What is going on - can you clarify please. I thought previous commentary had identified them as prime movers in a sector in which H2 was going to play a significant role.

Upvote 2

Read Answer Asked by Mike on November 13, 2023

• Illumina Inc. (ILMN $93.86)
  • $93.86 P/E (TTM): 12.06X Cap: $14.42B
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• The Trade Desk Inc. (TTD $52.36)
  • $52.36 P/E (TTM): 63.08X Cap: $25.60B
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Q: Would you buy ilmn here at $93? And ttd at $63?
I would be averaging down on ilmn originally purchased at $120 and averaging down on ttd from original purchase at $66
For a 2 year hold
Thanks

Upvote 5

Read Answer Asked by Indra on November 13, 2023

• Medical Properties Trust Inc. (MPW $5.15)
  • $5.15 Cap: $3.09B
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Q: Price action suggests this company is heading for bankruptcy. Your thoughts please.
Thank you

Upvote 2

Read Answer Asked by satish on November 13, 2023

• Progressive Corporation (The) (PGR $240.00)
  • $240.00 P/E (TTM): 13.52X Cap: $140.69B
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• Arch Capital Group Ltd. (ACGL $92.47)
  • $92.47 P/E (TTM): 9.55X Cap: $34.51B
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• RLI Corp. (DE) (RLI $63.23)
  • $63.23 P/E (TTM): 20.87X Cap: $5.80B
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Q: What is your opinion on Arch Capital and their future prospects. Thanks for you advice.

Upvote 2

Read Answer Asked by Ian on November 11, 2023

• Quanta Services Inc. (PWR $417.61)
  • $417.61 P/E (TTM): 64.65X Cap: $62.22B
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Q: Good morning your thoughts on Quanta Services

Upvote 1

Read Answer Asked by George on November 11, 2023

• Diageo plc (DEO $95.68)
  • $95.68 P/E (TTM): 23.06X Cap: $53.06B
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Q: Thoughts on Diageo profit warning? Buy hold or sell?

Upvote 3

Read Answer Asked by Andrew on November 11, 2023

• Shockwave Medical Inc. (SWAV)
  • P/E (TTM): 85.33X Cap: $12.56B
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Q: What caused the recent drastic drop in price for this stock ?

Upvote 2

Read Answer Asked by Frank on November 10, 2023

• Winmark Corporation (WINA $416.50)
  • $416.50 P/E (TTM): 37.49X Cap: $1.47B
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Q: Can I get an update on your thoughts on Winmark please.

Upvote 4

Read Answer Asked by Steve on November 10, 2023

• MKS Inc. (MKSI $121.26)
  • $121.26 P/E (TTM): 30.7X Cap: $8.14B
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Q: Good morning 5i team, MKSI seems well positioned to participate in our world of Internet of Things, AI and miniaturization, with chips in high demand. The Atotech acquisition added significant debt just as rates started rising. MKSI has disappointed and is down significantly. Geopolitics and a cyber attack don't help. I would appreciate your assessment of management and the company's prospects. Would you recommend selling it to generate a tax loss? Thank you. Edward

Upvote 1

Read Answer Asked by Edward on November 10, 2023

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 32.98X Cap: $2.30T
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• Baidu Inc. (BIDU $121.69)
  • $121.69 P/E (TTM): 13.14X Cap: $41.83B
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Q: Good morning, your thoughts/comments on replacing BIDU with AMZN, thanks, Peter

Upvote 2

Read Answer Asked by Peter on November 10, 2023

• The Trade Desk Inc. (TTD $52.36)
  • $52.36 P/E (TTM): 63.08X Cap: $25.60B
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Q: Hi Team,
What’s your take on TTD earnings? Currently it’s tanking 29% after hours. Assuming this reaction is accurate for tomorrows movement do you recommend buying, holding, or selling the name. Thanks

Shane

Upvote 6

Read Answer Asked by Shane on November 10, 2023

• Gilead Sciences Inc. (GILD $117.18)
  • $117.18 P/E (TTM): 23.3X Cap: $145.39B
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Q: GILD delivers an earnings beat and then the stock falls by $5 over the next couple of days. What is going on? Do you still like it for the long term?

Upvote 2

Read Answer Asked by David on November 09, 2023

• Affirm Holdings Inc. (AFRM $71.14)
  • $71.14 P/E (TTM): 592.83X Cap: $23.16B
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Q: Hello
Could you comment on Affirm Holdings most recent quarter?

Are chances of company making it to the next business cycle are getting better or am I to optimist and the gains are just short sellers leaving the trade?

Thank you very much.

Upvote 1

Read Answer Asked by Stephane on November 09, 2023

• Veeva Systems Inc. Class A (VEEV $286.59)
  • $286.59 P/E (TTM): 58.97X Cap: $46.97B
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Q: The market is not liking VEEV today. How are their fundamentals? Thanks

Upvote 4

Read Answer Asked by Cheryl on November 09, 2023

• KKR & Co. Inc. (KKR $117.82)
  • $117.82 P/E (TTM): 56.1X Cap: $104.97B
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• Berkshire Hathaway Inc. (BRK.B $489.13)
  • $489.13 P/E (TTM): 16.76X Cap: $1.05T
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
  • $60.29 P/E (TTM): 101.34X Cap: $135.26B
  • View BN Profile
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Q: Hi

Is KKR like a mini BRK.B?

We presently own BRK.B at about 5,5% of our holdings.

Would you suggest adding to BRK.B or start a small position in KKR.

I understand you can not mention position sizes, but also respect your suggestions.

Thank you

Mike
.

Upvote 11

Read Answer Asked by Mike on November 09, 2023

• Fortinet Inc. (FTNT $83.04)
  • $83.04 P/E (TTM): 33.08X Cap: $63.63B
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Q: Based on your response to Leo on Nov 3rd, would you sell FTNT now?

Upvote 2

Read Answer Asked by Linda on November 09, 2023

• Texas Instruments Incorporated (TXN $171.70)
  • $171.70 P/E (TTM): 31.39X Cap: $156.09B
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Q: The last 6 months have not been good for the price of TXN shares. Do you have any thoughts on why TXN is down? Anything positive to say about its outlook? I am thinking of finding a replacement.

Upvote 3

Read Answer Asked by David on November 09, 2023

• Fastly Inc. Class A (FSLY $8.23)
  • $8.23 Cap: $1.21B
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Q: Hi,

I am looking for companies that have a short term potential for a pop in price.
What is your assessment of the quarterly report from Fastly? Is it buyable at this point?
Thank you for your opinion in advance.

Regards.
Rajiv

Upvote 3

Read Answer Asked by Rajiv on November 09, 2023