Investment Q&A

• International Flavors & Fragrances Inc. (IFF $70.71)
  • $70.71 Cap: $17.34B
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• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $100.53)
  • $100.53 P/E (TTM): 208.04X Cap: $29.79B
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• Alexandria Real Estate Equities Inc. (ARE $47.28)
  • $47.28 Cap: $8.21B
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• Transdigm Group Incorporated (TDG $1,156.49)
  • $1,156.49 P/E (TTM): 37.1X Cap: $65.66B
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• Rivian Automotive Inc. (RIVN $15.62)
  • $15.62 Cap: $19.97B
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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 $469.98)
  • $469.98 P/E (TTM): 60.74X Cap: $167.58B
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• Abbott Laboratories (ABT $104.83)
  • $104.83 P/E (TTM): 28.19X Cap: $181.23B
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• Edwards Lifesciences Corporation (EW $82.67)
  • $82.67 P/E (TTM): 44.82X Cap: $47.44B
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• Thermo Fisher Scientific Inc (TMO $490.77)
  • $490.77 P/E (TTM): 26.95X Cap: $182.13B
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• Zoetis Inc. Class A (ZTS $116.71)
  • $116.71 P/E (TTM): 19.14X Cap: $48.93B
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• IDEXX Laboratories Inc. (IDXX $575.72)
  • $575.72 P/E (TTM): 44.23X Cap: $45.34B
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• Globus Medical Inc. Class A (GMED $87.35)
  • $87.35 P/E (TTM): 22.13X Cap: $11.66B
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• Atrion Corporation (ATRI)
  • P/E (TTM): 64.5X
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• InMode Ltd. (INMD $13.75)
  • $13.75 Cap: $868M
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• GE HealthCare Technologies Inc. (GEHC $72.20)
  • $72.20 P/E (TTM): 15.75X Cap: $32.37B
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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 $153.22)
  • $153.22 P/E (TTM): 90.64X Cap: $128.28B
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• Zscaler Inc. (ZS $139.44)
  • $139.44 Cap: $22.41B
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• CrowdStrike Holdings Inc. (CRWD $385.86)
  • $385.86 Cap: $99.66B
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• Cloudflare Inc. Class A (NET $218.00)
  • $218.00 Cap: $75.02B
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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 $67.11)
  • $67.11 P/E (TTM): 9.84X Cap: $2.66B
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Q: Your much appreciated analysis please, thanks.

Upvote 1

Read Answer Asked by MG on March 19, 2024

• Varonis Systems Inc. (VRNS $21.39)
  • $21.39 Cap: $2.78B
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Q: is it worth the high multiple?

Upvote 2

Read Answer Asked by Gary on March 19, 2024

• Safehold Inc. (SAFE $14.00)
  • $14.00 P/E (TTM): 8.87X Cap: $999M
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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 $116.71)
  • $116.71 P/E (TTM): 19.14X Cap: $48.93B
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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 $11.69)
  • $11.69 Cap: $3.86B
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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 $220.27)
  • $220.27 P/E (TTM): 76.48X Cap: $334.83B
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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 $128.73)
  • $128.73 P/E (TTM): 39.12X Cap: $157.29B
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• Crocs Inc. (CROX $80.09)
  • $80.09 Cap: $4.01B
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• Axon Enterprise Inc. (AXON $460.15)
  • $460.15 P/E (TTM): 335.95X Cap: $36.70B
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• Vertiv Holdings LLC Class A (VRT $276.16)
  • $276.16 P/E (TTM): 75.07X Cap: $103.64B
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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 $268.54)
  • $268.54 P/E (TTM): 35.87X Cap: $74.69B
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• JPMorgan Chase & Co. (JPM $295.42)
  • $295.42 P/E (TTM): 14.49X Cap: $788.61B
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• United Rentals Inc. (URI $747.59)
  • $747.59 P/E (TTM): 18.96X Cap: $47.04B
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• Visa Inc. (V $304.91)
  • $304.91 P/E (TTM): 28.59X Cap: $582B
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• Berkshire Hathaway Inc. (BRK.B $476.19)
  • $476.19 P/E (TTM): 15.49X Cap: $1.03T
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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

• Bloom Energy Corporation Class A (BE $150.22)
  • $150.22 Cap: $40.92B
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• Linde plc (LIN $492.34)
  • $492.34 P/E (TTM): 32.74X Cap: $222.35B
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Q: Hi All at 5i!!
What are your thoughts about Bloom as a hydrogen play?? Is it profitable yet? Is there another company that might be a better choice to start a position?

Cheers,

Tamara

Upvote 2

Read Answer Asked by Tamara on March 19, 2024

• Ulta Beauty Inc. (ULTA $526.14)
  • $526.14 P/E (TTM): 19.81X Cap: $22.85B
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Q: Thoughts on ULTAs recent quarter?

Upvote 2

Read Answer Asked by David on March 18, 2024

• The Boeing Company (BA $199.61)
  • $199.61 P/E (TTM): 80.0X Cap: $154.35B
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Q: Seems like every Airline Issue names Boeing as the problem . With Travel demand ageing fleets and only 2 Airline Companies is there opportunity here ?

Many Thanks

Greg

Upvote 2

Read Answer Asked by Greg on March 18, 2024

• Amazon.com Inc. (AMZN $211.71)
  • $211.71 P/E (TTM): 29.31X Cap: $2.22T
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• Booking Holdings Inc. (BKNG $4,237.75)
  • $4,237.75 P/E (TTM): 26.46X Cap: $135.89B
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• Alimentation Couche-Tard Inc. (ATD $78.62)
  • $78.62 P/E (TTM): 21.11X Cap: $71.62B
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• Ulta Beauty Inc. (ULTA $526.14)
  • $526.14 P/E (TTM): 19.81X Cap: $22.85B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $115.17)
  • $115.17 Cap: $12.94B
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• Crocs Inc. (CROX $80.09)
  • $80.09 Cap: $4.01B
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• Boyd Group Services Inc. (BYD $190.23)
  • $190.23 P/E (TTM): 194.38X Cap: $5.35B
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Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.

Upvote 9

Read Answer Asked by Neil on March 18, 2024

• Everpure Inc. Class A (PSTG $65.47)
  • $65.47 P/E (TTM): 165.28X Cap: $21.51B
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• Super Micro Computer Inc. (SMCI $24.05)
  • $24.05 P/E (TTM): 15.87X Cap: $13.31B
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• Axon Enterprise Inc. (AXON $460.15)
  • $460.15 P/E (TTM): 335.95X Cap: $36.70B
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• Modine Manufacturing Company (MOD $232.89)
  • $232.89 P/E (TTM): 117.48X Cap: $12.05B
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• Docebo Inc. (DCBO $24.90)
  • $24.90 P/E (TTM): 14.54X Cap: $734M
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• Vertiv Holdings LLC Class A (VRT $276.16)
  • $276.16 P/E (TTM): 75.07X Cap: $103.64B
  • View VRT Profile
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• Celsius Holdings Inc. (CELH $35.93)
  • $35.93 P/E (TTM): 158.6X Cap: $9.51B
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• Palantir Technologies Inc. (PLTR $154.96)
  • $154.96 P/E (TTM): 255.3X Cap: $370.02B
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• Nextpower Inc. (NXT $130.42)
  • $130.42 P/E (TTM): 29.9X Cap: $18.53B
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Q: In a previous question I asked a few months ago,
- One of the questions I asked was :
- What Companies do you think was a screaming Buy... And You said SMCI...
- Good call!

- Now my Question is : Currently in this environment, What would you suggest is a Screaming Buy.. - In any Sector, Based on current stock price and valuation

Thanks in advance,
M

Upvote 19

Read Answer Asked by michael on March 18, 2024

• Intel Corporation (INTC $47.18)
  • $47.18 Cap: $220.88B
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• Micron Technology Inc. (MU $382.09)
  • $382.09 P/E (TTM): 38.44X Cap: $446.05B
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• NVIDIA Corporation (NVDA $178.68)
  • $178.68 P/E (TTM): 35.84X Cap: $4.25T
  • View NVDA Profile
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• Advanced Micro Devices Inc. (AMD $220.27)
  • $220.27 P/E (TTM): 76.48X Cap: $334.83B
  • View AMD Profile
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• ON Semiconductor Corporation (ON $63.10)
  • $63.10 P/E (TTM): 206.52X Cap: $24.56B
  • View ON Profile
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• Marvell Technology Inc. (MRVL $98.45)
  • $98.45 P/E (TTM): 31.64X Cap: $80.76B
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• Super Micro Computer Inc. (SMCI $24.05)
  • $24.05 P/E (TTM): 15.87X Cap: $13.31B
  • View SMCI Profile
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• ASML Holding N.V. (ASML $1,393.89)
  • $1,393.89 P/E (TTM): 61.67X Cap: $539.36B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $347.75)
  • $347.75 P/E (TTM): 48.25X Cap: $1.78T
  • View TSM Profile
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• Vertiv Holdings LLC Class A (VRT $276.16)
  • $276.16 P/E (TTM): 75.07X Cap: $103.64B
  • View VRT Profile
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• Arm Holdings plc (ARM $157.07)
  • $157.07 P/E (TTM): 182.52X Cap: $142.95B
  • View ARM Profile
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Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...

2. What would be the Core Holdings going into this Ai moment +

3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...

4. How do you feel about the Valuations and Stock Price of the Current companies listed...

5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...

Thanks in advance,
M

Upvote 8

Read Answer Asked by michael on March 18, 2024

• SentinelOne Inc. Class A (S $13.36)
  • $13.36 Cap: $4.43B
  • View S Profile
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Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.

Upvote 3

Read Answer Asked by Michael on March 18, 2024

• Costco Wholesale Corporation (COST $974.86)
  • $974.86 P/E (TTM): 67.11X Cap: $432.03B
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• Berkshire Hathaway Inc. (BRK.B $476.19)
  • $476.19 P/E (TTM): 15.49X Cap: $1.03T
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Q: Would you please suggest a good entry level for these stocks?
thanks

Upvote 3

Read Answer Asked by Fernando on March 18, 2024