Investment Q&A

• Amgen Inc. (AMGN $341.11)
  • $341.11 P/E (TTM): 26.06X Cap: $180.01B
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• Eli Lilly and Company (LLY $1,109.94)
  • $1,109.94 P/E (TTM): 51.84X Cap: $1.04T
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• Novo Nordisk A/S (NVO $47.06)
  • $47.06 P/E (TTM): 13.57X Cap: $363.68B
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Q: I currently only own AMGN is the biotech/medical sector. I am considering re-entring NOVO after the hit it is taking. Would you recommend 'catching the falling knife', purchasing LLY which appears to be suffering in sympathy with NOVO or an alternate to these two?
With appreciation,
Ed

Upvote 4

Read Answer Asked by Ed on July 30, 2025

• Adobe Inc. (ADBE $319.55)
  • $319.55 P/E (TTM): 20.79X Cap: $133.41B
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Q: What are your thoughts on Figma? And what would a reasonable entry price be when it starts trading?

Upvote 2

Read Answer Asked by Gregory on July 30, 2025

• UnitedHealth Group Incorporated (DE) (UNH $326.28)
  • $326.28 P/E (TTM): 16.69X Cap: $289B
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Q: Your analysis of the results out today please. What else could go wrong here to drive the price even further down?

Upvote 8

Read Answer Asked by Donald on July 29, 2025

• BlackSky Technology Inc. Class A (BKSY $17.13)
  • $17.13 Cap: $573M
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Q: BKSY seems to be in a freefall. Any concerns or is it a buying opportunity? I purchased after the recent initial 15% drop and it's dropped another 10% since then.

Upvote 2

Read Answer Asked by Jim on July 29, 2025

• TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
  • $12.28 P/E (TTM): 2.6X Cap: $5.94B
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• Skyward Specialty Insurance Group Inc. (SKWD $49.29)
  • $49.29 P/E (TTM): 14.09X Cap: $1.90B
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Q: TSU or SKWD for a 5 year hold? Are they too similar to hold both in a 25-30 stock portfolio?

Upvote 3

Read Answer Asked by Christian on July 29, 2025

• Salesforce Inc. (CRM $234.12)
  • $234.12 P/E (TTM): 33.01X Cap: $215.93B
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• ServiceNow Inc. (NOW $825.31)
  • $825.31 P/E (TTM): 98.24X Cap: $169.69B
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Q: I think the CRM and NOW will benefit from AI agents.

However these stocks are not performing well lately.

I am currently 10% down on both. Is it a good time to start DCA into them?

Upvote 5

Read Answer Asked by V on July 29, 2025

• QUALCOMM Incorporated (QCOM $163.30)
  • $163.30 P/E (TTM): 32.59X Cap: $174.89B
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Q: Hi there,

QCOMM seems to be on a roll in past few weeks is there any reason why? Do you see further upside?

Thank you.

Upvote 2

Read Answer Asked by Robert on July 29, 2025

• Robinhood Markets Inc. (HOOD $115.57)
  • $115.57 P/E (TTM): 44.71X Cap: $103.37B
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Q: After a great deal of scepticism, I have just begun dipping my toes into crypto. I have half a position in HOOD and would appreciate your advice on strategy going forward. As a balanced growth investor, how much exposure would you recommend in the crypto world? Assuming it's greater than the 2.5% currently held, how would you proceed? Thank you.

Upvote 4

Read Answer Asked by Maureen on July 29, 2025

• Carrier Global Corporation (CARR $53.95)
  • $53.95 P/E (TTM): 30.96X Cap: $43.58B
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Q: Hi,
I have been holding Carrier, waiting for the quarterly results to take decision about holding it longer. On the surface the results look good. However the market does not like them.
What is your assessment of the results? It is not my core holding. Should I give it some time or deploy the proceeds elsewhere? I would like your opinion.
Regards.

Upvote 3

Read Answer Asked by Rajiv on July 29, 2025

• Jacobs Solutions Inc. (J $133.54)
  • $133.54 P/E (TTM): 54.11X Cap: $15.77B
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Q: Jacobs Solutions Inc J:NYSE

In you opinion would this company be a buy right now?

Thank you.

Upvote 6

Read Answer Asked by Ross on July 29, 2025

• Chipotle Mexican Grill Inc. (CMG $33.40)
  • $33.40 P/E (TTM): 27.99X Cap: $44.16B
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Q: Hi 5i
With Chipolte down by the price of a small taco today (45.45, down $7) does it still look expensive to you? I'm in no rush to buy but wonder if you have a suggestion as to a decent entry point. And any comments on new CEO?
Thanks, Greg

Upvote 5

Read Answer Asked by Greg on July 29, 2025

• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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• Intuitive Surgical Inc. (ISRG $578.87)
  • $578.87 P/E (TTM): 74.19X Cap: $203.78B
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• Tesla Inc. (TSLA $419.40)
  • $419.40 P/E (TTM): 260.73X Cap: $1.38T
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• Advanced Micro Devices Inc. (AMD $206.13)
  • $206.13 P/E (TTM): 101.28X Cap: $350.11B
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• Strategy Inc (MSTR $172.19)
  • $172.19 P/E (TTM): 15.6X Cap: $51.44B
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• Palantir Technologies Inc. (PLTR $163.55)
  • $163.55 P/E (TTM): 516.17X Cap: $386.71B
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• Nebius Group N.V. (NBIS $88.88)
  • $88.88 Cap: $21.88B
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Q: Good morning 5i
could you please provide a number of US non dividend paying stocks that would be good for selling covered call options on in the current environment. thanks

Upvote 6

Read Answer Asked by joseph on July 29, 2025

• United Rentals Inc. (URI $810.00)
  • $810.00 P/E (TTM): 20.61X Cap: $52.18B
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Q: Why the volatility with URI over the last year, and the rise lately? Do you expect it to compound over the next five years as it has in the past five years?

Thanks

Upvote 4

Read Answer Asked by Gordon on July 29, 2025

• QuantumScape Corporation Class A (QS $11.86)
  • $11.86 Cap: $7.11B
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Q: May I have your thoughts on the “updated collaboration agreement” between Power Co. SE (Volkswagen) and QS? It seems the agreement has expanded up to 260 million USD from 130 million. According to QS some payments will be received in 2025. It appears to me that sales are anticipated. Profits and positive cash flow are likely still off in the distance. Is the company being de-risked? The stock is down today, possibly more was expected or we are seeing “Buy on rumour sell on news” reaction. Any thoughts you have would be appreciated.
Jim

Upvote 1

Read Answer Asked by James on July 29, 2025

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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• The Trade Desk Inc. (TTD $39.09)
  • $39.09 P/E (TTM): 45.57X Cap: $18.88B
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• Applovin Corporation (APP $556.03)
  • $556.03 P/E (TTM): 63.12X Cap: $189.18B
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Q: I feel like I ask this question every few months, and suspect that it is a hard one to know with confidence- but here goes. The Trade Desk- it bounces up and down, recently with a drop over 50%. Does this look like a reliable bet going forward? Do you trust its momentum to continue near term? Is there an alternative you would recommend?

Thank you.

Upvote 7

Read Answer Asked by Peter on July 28, 2025

• Carvana Co. Class A (CVNA $351.23)
  • $351.23 P/E (TTM): 70.59X Cap: $67.41B
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Q: Any public CDN or US companies that earn material revenues from used car sales that you would recommend?

Upvote 1

Read Answer Asked by Murray on July 28, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $35.91)
  • $35.91 Cap: $13.65B
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Q: What is your take on Galaxy's participation in a group investing in Bitmine Immersion Technologies (BMNR) - not in your system - earlier in July?
I hold Galaxy but not Bitmine which invests in Ethereum but I would like to know about BMNR also.

Upvote 10

Read Answer Asked by Jeff on July 28, 2025

• Caterpillar Inc. (CAT $566.61)
  • $566.61 P/E (TTM): 28.29X Cap: $261.88B
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• Deere & Company (DE $498.13)
  • $498.13 P/E (TTM): 25.44X Cap: $131.71B
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• Union Pacific Corporation (UNP $229.13)
  • $229.13 P/E (TTM): 19.22X Cap: $133.16B
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• Canadian Pacific Kansas City Limited (CP $100.92)
  • $100.92 P/E (TTM): 21.44X Cap: $88.92B
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• Transdigm Group Incorporated (TDG $1,352.54)
  • $1,352.54 P/E (TTM): 42.0X Cap: $75.22B
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• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
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• Comfort Systems USA Inc. (FIX $957.04)
  • $957.04 P/E (TTM): 37.87X Cap: $33.33B
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• Old Dominion Freight Line Inc. (ODFL $134.33)
  • $134.33 P/E (TTM): 27.02X Cap: $26.66B
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• Heico Corporation (HEI $314.58)
  • $314.58 P/E (TTM): 66.21X Cap: $42.59B
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• L3Harris Technologies Inc. (LHX $276.33)
  • $276.33 P/E (TTM): 29.84X Cap: $51.51B
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• Vertiv Holdings LLC Class A (VRT $169.57)
  • $169.57 P/E (TTM): 60.31X Cap: $64.50B
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• RTX Corporation (RTX $172.15)
  • $172.15 P/E (TTM): 34.84X Cap: $231.84B
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• Rocket Lab Corporation (RKLB $42.60)
  • $42.60 Cap: $22.67B
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Q: I hold partial positions in listed stocks. I would like to reduce and have a more concentrated sector holdings. Please advise those that can be dropped in favour of increasing the remainder and adding XLI for larger industrials. Could you rank with weights. What sector weight would you advise for total US and Cdn industrials? Thanks
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx

Upvote 6

Read Answer Asked by sam on July 28, 2025

• Transdigm Group Incorporated (TDG $1,352.54)
  • $1,352.54 P/E (TTM): 42.0X Cap: $75.22B
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• Heico Corporation (HEI $314.58)
  • $314.58 P/E (TTM): 66.21X Cap: $42.59B
  • View HEI Profile
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• Loar Holdings Inc. (LOAR $67.45)
  • $67.45 P/E (TTM): 99.2X Cap: $6.11B
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Q: Thoughts on these aerospace companies? TDG and HEI have been great compounders over long term and LOAR is a fairly newcomer. Can you compare the fundamentals against each other and if you wanted to buy now, how would you rank them? LOAR has higher growth potential but valuation is higher too. Thanks!

Upvote 2

Read Answer Asked by Keith on July 28, 2025

• Cincinnati Financial Corporation (CINF $168.38)
  • $168.38 P/E (TTM): 12.34X Cap: $25.22B
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• Arch Capital Group Ltd. (ACGL $93.61)
  • $93.61 P/E (TTM): 8.66X Cap: $33.33B
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• Investors Title Company (ITIC $274.74)
  • $274.74 P/E (TTM): 14.29X Cap: $515M
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• UNIVERSAL INSURANCE HOLDINGS INC (UVE $33.26)
  • $33.26 P/E (TTM): 7.87X Cap: $935M
  • View UVE Profile
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Q: looking at these insurers. could you give me your take on these companies.

Upvote 1

Read Answer Asked by Dave on July 28, 2025