Investment Q&A

• Quanta Services Inc. (PWR $450.14)
  • $450.14 P/E (TTM): 63.73X Cap: $67.12B
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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 $91.17)
  • $91.17 P/E (TTM): 21.94X Cap: $50.44B
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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 $420.90)
  • $420.90 P/E (TTM): 37.22X Cap: $1.46B
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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 $149.00)
  • $149.00 P/E (TTM): 34.87X Cap: $10.07B
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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 $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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• Baidu Inc. (BIDU $117.88)
  • $117.88 P/E (TTM): 11.99X Cap: $40.98B
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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 $39.09)
  • $39.09 P/E (TTM): 45.57X Cap: $18.88B
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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 $127.12)
  • $127.12 P/E (TTM): 19.6X Cap: $155.41B
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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 $68.83)
  • $68.83 P/E (TTM): 97.55X Cap: $22.07B
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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 $239.95)
  • $239.95 P/E (TTM): 50.22X Cap: $38.75B
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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 $120.81)
  • $120.81 P/E (TTM): 50.28X Cap: $105.04B
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• Berkshire Hathaway Inc. (BRK.B $508.57)
  • $508.57 P/E (TTM): 17.28X Cap: $1.09T
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
  • $64.96 P/E (TTM): 89.9X Cap: $142.91B
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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 $80.87)
  • $80.87 P/E (TTM): 32.45X Cap: $59.32B
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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 $161.77)
  • $161.77 P/E (TTM): 29.09X Cap: $146.98B
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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 $12.34)
  • $12.34 Cap: $1.84B
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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

• Marriott International (MAR $304.12)
  • $304.12 P/E (TTM): 33.32X Cap: $75.77B
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• Booking Holdings Inc. (BKNG $4,906.24)
  • $4,906.24 P/E (TTM): 31.06X Cap: $158.14B
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• Intercontinental Hotels Group American Depositary Shares (Each representing one) (IHG $134.66)
  • $134.66 P/E (TTM): 33.25X Cap: $19.53B
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• Airbnb Inc. (ABNB $118.56)
  • $118.56 P/E (TTM): 27.27X Cap: $70.42B
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Q: What would be your ranking of the following accommodation stocks: MAR, BKNG, IHG and AIRBNB.?

Upvote 3

Read Answer Asked by Andrew on November 09, 2023

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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• Booking Holdings Inc. (BKNG $4,906.24)
  • $4,906.24 P/E (TTM): 31.06X Cap: $158.14B
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• Salesforce Inc. (CRM $234.12)
  • $234.12 P/E (TTM): 33.01X Cap: $222.88B
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• United Rentals Inc. (URI $810.00)
  • $810.00 P/E (TTM): 20.61X Cap: $52.11B
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• Atlassian Corporation (TEAM $149.04)
  • $149.04 Cap: $38.53B
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• Roku Inc. (ROKU $94.88)
  • $94.88 Cap: $13.82B
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• Rapid7 Inc. (RPD $15.33)
  • $15.33 P/E (TTM): 39.74X Cap: $929M
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
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• Unity Software Inc. (U $42.58)
  • $42.58 Cap: $17.79B
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Q: Hello:
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.

What are a few nice growth opportunities on US side, looking 3-5 years minimum.

Thank you!

Upvote 13

Read Answer Asked by Marilou on November 09, 2023

• Home Depot Inc. (The) (HD $351.07)
  • $351.07 P/E (TTM): 23.34X Cap: $349.45B
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• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $127.18B
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Q: Hi Team,
Two different companies but wanted to ask if you can rate each of them in terms of risk from 1-10 and potential stock price appreciation 1-10.
Minimum 6 year hold in RRSP
thanks

Upvote 3

Read Answer Asked by Marco on November 09, 2023

• Eli Lilly and Company (LLY $1,109.94)
  • $1,109.94 P/E (TTM): 51.84X Cap: $1.04T
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Q: Can you comment on LLY last quarterly earnings. Thank you.

Upvote 6

Read Answer Asked by Cheryl on November 09, 2023

• Fidus Investment Corporation (FDUS $19.67)
  • $19.67 P/E (TTM): 8.26X Cap: $707M
  • View FDUS Profile
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Q: What do you think of Fidus’ results? Thanks.

Upvote 4

Read Answer Asked by Michael on November 08, 2023

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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• Tractor Supply Company (TSCO $54.42)
  • $54.42 P/E (TTM): 25.45X Cap: $28.75B
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• Zoetis Inc. Class A (ZTS $127.89)
  • $127.89 P/E (TTM): 20.55X Cap: $56.36B
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• Ulta Beauty Inc. (ULTA $521.02)
  • $521.02 P/E (TTM): 19.79X Cap: $23.07B
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• Five Below Inc. (FIVE $163.18)
  • $163.18 P/E (TTM): 31.32X Cap: $8.67B
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• SPS Commerce Inc. (SPSC $83.09)
  • $83.09 P/E (TTM): 36.37X Cap: $3.13B
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• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
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Q: Hi 5i,

Can you provide some US names that you feel are trading at a discount today, are well managed companies with a runway for growth and are suitable for a long term investor. A few small, mid, and large cap companies would be appreciated, irrespective of sector.

Thanks.

Upvote 28

Read Answer Asked by Regan on November 08, 2023