Investment Q&A

• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.79X Cap: $2.64T
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• Meta Platforms Inc. (META $653.06)
  • $653.06 P/E (TTM): 28.61X Cap: $1.64T
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• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.18X Cap: $3.96T
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• Microsoft Corporation (MSFT $479.28)
  • $479.28 P/E (TTM): 34.0X Cap: $3.56T
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
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• Super Micro Computer Inc. (SMCI $30.16)
  • $30.16 P/E (TTM): 23.54X Cap: $18B
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• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 60.67X Cap: $62.54B
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Q: I am interested in getting into the AI sector. What are your suggestions for something reliable and affordable?

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Read Answer Asked by Catty on October 17, 2023

• Hubbell Inc (HUBB $470.53)
  • $470.53 P/E (TTM): 28.57X Cap: $24.60B
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Q: Good day everyone may I have your thoughts on Hubb thanks George

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Read Answer Asked by George on October 16, 2023

• Westinghouse Air Brake Technologies Corporation (WAB $224.42)
  • $224.42 P/E (TTM): 32.28X Cap: $38.36B
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Q: Wabtec's share price has declined lately. Do you see it as a buy now? Thanks.

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Read Answer Asked by Gerald on October 16, 2023

• Bank of America Corporation (BAC $55.85)
  • $55.85 P/E (TTM): 15.35X Cap: $407.84B
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• JPMorgan Chase & Co. (JPM $329.19)
  • $329.19 P/E (TTM): 16.33X Cap: $896.14B
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• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
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• Bank of Nova Scotia (The) (BNS $100.62)
  • $100.62 P/E (TTM): 24.53X Cap: $124.92B
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• Truist Financial Corporation (TFC $50.62)
  • $50.62 P/E (TTM): 13.59X Cap: $65.17B
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Q: What doing you think of the bank? I have heard several market commentators say they like this smaller bank.

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Read Answer Asked by Rachel on October 16, 2023

• MS Structured Asset Corp. SATURN Aon Capital Security Backed Series 2005-2 6.875 (HJOCL $25.85)
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Q: Structure notes are these good yields product for registered accountants

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Read Answer Asked by parmjit on October 16, 2023

• DexCom Inc. (DXCM $67.40)
  • $67.40 P/E (TTM): 38.23X Cap: $26.28B
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Q: When price corrections downward seem "overdone" is there an opportunity for an option play? Under what circumstances would you advise of buying some calls? Would you buy just out of the money? What timeframe? Is DXCM getting near those parameters?

thanks!

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Read Answer Asked by Marilou on October 16, 2023

• Perion Network Ltd (PERI $9.40)
  • $9.40 Cap: $422M
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Q: I am now down over 20 percent and hold in a non registered account so wondering if I should take the loss and then buy back in later when hopefully things might settle down in Israel. Thanks for any insight you can provide

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Read Answer Asked by Lesley on October 16, 2023

• International Business Machines Corporation (IBM $304.22)
  • $304.22 P/E (TTM): 36.12X Cap: $284.36B
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• Amplify AI Powered Equity ETF (AIEQ $45.88)
  • $45.88 P/E (TTM): 22.98X Cap: $119M
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Q: If so


What do you think about it/them and would you buy them?

Thank you

Mike

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Read Answer Asked by Mike on October 16, 2023

• Pioneer Natural Resources Company (PXD)
  • P/E (TTM): 12.86X
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• Exxon Mobil Corporation (XOM $124.61)
  • $124.61 P/E (TTM): 17.86X Cap: $525.50B
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Q: With the proposed buy price $250 and the current price 248-249, and no additional bids likely does it make sense to sell now?

If I hold will I get an equivalent $ value of IMO shares?

And is there any idea when it would close?

Would we receive all the dividends in the meantime?

If the deal falls through would you expect a 10-15% drop in share price?

Thanks 🙏

Upvote 0

Read Answer Asked by Donald on October 16, 2023

• InMode Ltd. (INMD $14.44)
  • $14.44 Cap: $1B
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Q: Is the drop this week overdone in light if news of guidance cut and lawsuit. Would you continue to hold?

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Read Answer Asked by Charles on October 13, 2023

• H&R Block Inc. (HRB $45.08)
  • $45.08 P/E (TTM): 10.27X Cap: $5.69B
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Q: What is your opinion of this company and their growth prospects going forward. Would they be relatively recession proof?

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Read Answer Asked by Ian on October 13, 2023

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Guardant Health Inc. (GH $110.17)
  • $110.17 Cap: $13.88B
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Q: Please give your updated analysis of Block and Guardant Health. Would you put new money into either of them? Are they more of a speculative bet right now?

My previous question on CDRs was not intended to be private so please make it public if you wish.

Thanks in advance and please deduct credits for two questions.

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Read Answer Asked by K on October 13, 2023

• Cognizant Technology Solutions Corporation (CTSH $85.26)
  • $85.26 P/E (TTM): 19.9X Cap: $41.15B
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Q: What is your opinion on CTSH. , their growth prospects going forward and order backlog. Will they be a big benificiary of AI ? Thanks for your expertise.

Upvote 1

Read Answer Asked by Ian on October 13, 2023

• iShares S&P/TSX SmallCap Index ETF (XCS $32.33)
  • $32.33 P/E (TTM): 3.09X Cap: $239M
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• iShares Russell 2000 ETF (IWM $260.23)
  • $260.23 P/E (TTM): 18.08X Cap: $77.82B
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• iShares Core S&P Small-Cap ETF (IJR $126.42)
  • $126.42 P/E (TTM): 17.65X Cap: $91.84B
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Q: Dear 5i team.

Can you list US and Canadian small cap ETFs that are options currently, and which you prefer given the outlook over the next few mths?

Many thanks for your help.

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Read Answer Asked by Arthur on October 13, 2023

• RB Global Inc. (RBA $151.95)
  • $151.95 P/E (TTM): 55.6X Cap: $28.21B
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• Copart Inc. (CPRT $39.83)
  • $39.83 P/E (TTM): 23.95X Cap: $38.55B
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Q: Hi - nothing recent asked about this company. What would be your current thoughts on this name as a potential buy opportunity?

Upvote 1

Read Answer Asked by Doug on October 13, 2023

• Thermo Fisher Scientific Inc (TMO $618.86)
  • $618.86 P/E (TTM): 35.04X Cap: $232.51B
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Q: THERMO FISHER SCIENTIFIC HAS BEEN BEATEN DOWN RECENTLY. I THOUGH IT WAS A GOOD HEALTHCARE COMPANY. WHERE IS IT GOING? WHAT IS A GOOD ENTER PRICE?

Upvote 0

Read Answer Asked by Herbert on October 13, 2023

• XPEL Inc. (XPEL $53.86)
  • $53.86 P/E (TTM): 32.32X Cap: $1.49B
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Q: Hi there, do you think the sell off in XPEL is a buying opportunity? What are your general thoughts on the name and would you rate it a buy, or sell? Thanks!

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Read Answer Asked by Michael on October 13, 2023

• Amgen Inc. (AMGN $326.10)
  • $326.10 P/E (TTM): 25.49X Cap: $175.59B
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• Eli Lilly and Company (LLY $1,063.56)
  • $1,063.56 P/E (TTM): 53.09X Cap: $1T
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Q: I heard that AMGN has a potential diabetes/weight loss drug similar to LLY and NVO. I think the AMGN drug is behind the other two and is in phase 2 trial. Do you have any background/guess on whether the AMGN drug can turn out as good as the others? What do you think of AMGN overall vs LLY and NVO?

Thank you,
Mike

Upvote 0

Read Answer Asked by Mike on October 13, 2023

• Lockheed Martin Corporation (LMT $542.92)
  • $542.92 P/E (TTM): 28.87X Cap: $125.63B
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• Roper Technologies Inc. (ROP $434.81)
  • $434.81 P/E (TTM): 29.92X Cap: $46.80B
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• WSP Global Inc. (WSP $260.02)
  • $260.02 P/E (TTM): 38.32X Cap: $33.96B
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• ATS Corporation (ATS $40.03)
  • $40.03 Cap: $3.92B
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• RTX Corporation (RTX $188.50)
  • $188.50 P/E (TTM): 38.43X Cap: $252.73B
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Q: I have 1/2 positions in both RTX and LMT and was considering adding to one of them. Which one would you add to at this time? Alternately, do you have another suggestion for the industrials space that you like better than these two companies? thanks, J

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Read Answer Asked by John on October 13, 2023

• Microsoft Corporation (MSFT $479.28)
  • $479.28 P/E (TTM): 34.0X Cap: $3.56T
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Q: What is your best guess on the level of impact the current $28.9B tax dispute Microsoft has with the IRS?

Does Microsoft have solid grounds to dispute or could this have a significant impact?

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Read Answer Asked by David on October 13, 2023