Investment Q&A

• Microsoft CDR (CAD Hedged) (MSFT $34.10)
  • $34.10 P/E (TTM): 35.05X Cap: $4.93T
  • View MSFT Profile
  • View Questions on MSFT

Q: Hello
I have a small position
MSFT cannot stop moving higher which is good

wants to add to the position, let me know what is a good entry point?
has been waiting for a pull back in Aug/Sept
thanks
Michael

Upvote 2

Read Answer Asked by Michael on August 12, 2025

• Intuitive Surgical Inc. (ISRG $586.24)
  • $586.24 P/E (TTM): 77.29X Cap: $207.81B
  • View ISRG Profile
  • View Questions on ISRG

Q: Isrg is the only health company we hold.
It is down 23% from its high and still trades at a very high p/e.
Your opinion please.

Upvote 7

Read Answer Asked by Terry on August 12, 2025

• Pinterest Inc. Class A (PINS $27.14)
  • $27.14 P/E (TTM): 9.28X Cap: $18.33B
  • View PINS Profile
  • View Questions on PINS

Q: Hi 5i

Thoughts on the quarter please.

Upvote 1

Read Answer Asked by mike on August 12, 2025

• Genius Sports Limited (GENI $10.70)
  • $10.70 Cap: $2.56B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $25.52)
  • $25.52 Cap: $1.05B
  • View BKSY Profile
  • View Questions on BKSY
• Rubrik Inc. Class A (RBRK $70.56)
  • $70.56 P/E (TTM): 16.48X Cap: $14.12B
  • View RBRK Profile
  • View Questions on RBRK
• Rocket Lab Corporation (RKLB $84.85)
  • $84.85 Cap: $45.32B
  • View RKLB Profile
  • View Questions on RKLB

Q: In what order would you be inclined to purchase a partial amount of these?
While I understand that all are high risk, are there any you would caution about?
Thanks.

Upvote 3

Read Answer Asked by Catherine on August 12, 2025

• Stryker Corporation (SYK $367.54)
  • $367.54 P/E (TTM): 48.25X Cap: $140.55B
  • View SYK Profile
  • View Questions on SYK

Q: Would you purchase this stock at it's current price for a five year hold?

Upvote 4

Read Answer Asked by Brian on August 12, 2025

• IDEXX Laboratories Inc. (IDXX $713.35)
  • $713.35 P/E (TTM): 56.49X Cap: $56.96B
  • View IDXX Profile
  • View Questions on IDXX

Q: I bought half a position in IDEXX about a month ago, they recently had about a 25% pop after their results. Would you be comfortable for me adding to my position here?

Upvote 1

Read Answer Asked by Andrew on August 11, 2025

• Primo Brands Corporation Class A (PRMB $17.99)
  • $17.99 Cap: $6.25B
  • View PRMB Profile
  • View Questions on PRMB

Q: Awwking Your views on this today. Buy the dip?

Upvote 3

Read Answer Asked by William Ross on August 11, 2025

• SoFi Technologies Inc. (SOFI $27.40)
  • $27.40 P/E (TTM): 49.5X Cap: $34.49B
  • View SOFI Profile
  • View Questions on SOFI

Q: What potential reward / risk do you see investing in SOFI? I already own HOOD

Upvote 1

Read Answer Asked by Mark on August 11, 2025

• Apple Inc. (AAPL $259.37)
  • $259.37 P/E (TTM): 34.72X Cap: $3.81T
  • View AAPL Profile
  • View Questions on AAPL
• Broadcom Inc. (AVGO $344.97)
  • $344.97 P/E (TTM): 70.0X Cap: $1.63T
  • View AVGO Profile
  • View Questions on AVGO
• QUALCOMM Incorporated (QCOM $177.78)
  • $177.78 P/E (TTM): 36.3X Cap: $190.40B
  • View QCOM Profile
  • View Questions on QCOM

Q: Do you think that AVGO's high valuation is justified by its growth prospects or is it time to get out? Would you switch to QCOM, which is cheap because of the concerns they are about to lose Apple's business, some other stock, or would you hang in with AVGO?

Upvote 6

Read Answer Asked by David on August 11, 2025

• Atlassian Corporation (TEAM $146.42)
  • $146.42 Cap: $38.52B
  • View TEAM Profile
  • View Questions on TEAM

Q: TEAM (Atlassian )dropped quite a bit on Thursday. Earnings seemed ok but president is leaving. Do you think the drop was overdone or warranted?

Thanks, Mike

Upvote 1

Read Answer Asked by Mike on August 11, 2025

• Cellebrite DI Ltd. (CLBT $18.46)
  • $18.46 Cap: $4.42B
  • View CLBT Profile
  • View Questions on CLBT

Q: I’m thinking of selling CLBT and buying a new stock. Do you think it’s prudent to sell or should i hold for long term?

Upvote 4

Read Answer Asked by Ben on August 11, 2025

• Nuveenn Intermediate Duration Quality Municipal Term Fund of Beneficial Interest (NIQ $17.56)
  • View NIQ Profile
  • View Questions on NIQ

Q: Is it good time to buy?

If yes, what’s the price target?

Earnings in few days is it a good time to add position for a growth portfolio?

Upvote 1

Read Answer Asked by Andrews on August 11, 2025

• Constellation Energy Corporation (CEG $342.52)
  • $342.52 P/E (TTM): 36.95X Cap: $124.11B
  • View CEG Profile
  • View Questions on CEG

Q: Hi guys,

Please provide feedback on CEG's latest quarter.

Thanks

Jim

Upvote 2

Read Answer Asked by jim on August 11, 2025

• Freightcar America Inc. (RAIL $11.02)
  • $11.02 P/E (TTM): 4.51X Cap: $205M
  • View RAIL Profile
  • View Questions on RAIL

Q: Can you comment on earnings and their prospects going forward, including any headwinds (tariffs, etc). Thank-you.

Upvote 1

Read Answer Asked by Alex on August 11, 2025

• Ceragon Networks Ltd. (CRNT $2.20)
  • $2.20 Cap: $195M
  • View CRNT Profile
  • View Questions on CRNT

Q: Peter and His Wonder Team
They just reported quarterly results and EPS was a miss. What do you think of their prospects. A good contrarian buy or a value trap? Thank you for your help...

Upvote 1

Read Answer Asked by Ernest on August 11, 2025

• Progyny Inc. (PGNY $26.99)
  • $26.99 P/E (TTM): 43.54X Cap: $2.32B
  • View PGNY Profile
  • View Questions on PGNY

Q: Can you comment on this fertility company and it’s recent earnings? Insider buying and ownership? Revenues and earnings are increasing, very little debt as far as can see? Why is the stock down for the past 5 years? I’m assuming the demand for fertility is increasing as we move forward (CAGR?)
Seems like s great opportunity to buy, but I’ll look forward to your opinion as always and it’s future prospects. What’s not to like?

Upvote 1

Read Answer Asked by James on August 11, 2025

• Greenbrier Companies Inc. (The) (GBX $47.86)
  • $47.86 P/E (TTM): 8.43X Cap: $1.47B
  • View GBX Profile
  • View Questions on GBX

Q: What do you think of GBX? Will input costs increase considerably with tariffs on aluminium and steel? How will that affect them going forward? Thank-you.

Upvote 1

Read Answer Asked by Alex on August 11, 2025

• Flutter Entertainment Plc (FLUT $215.30)
  • $215.30 Cap: $37.84B
  • View FLUT Profile
  • View Questions on FLUT

Q: What do you think of Flutter earnings and the stock going forward?

Upvote 2

Read Answer Asked by Ian on August 11, 2025

• Amgen Inc. (AMGN $326.10)
  • $326.10 P/E (TTM): 25.49X Cap: $175.59B
  • View AMGN Profile
  • View Questions on AMGN

Q: Amgen beat on earnings and revenues, quite handily, and yet the stock is down 5% today. Personally, I think Amgen is a best-in-class biotech and will continue to be a long-term holder, but I would like your take on the market reaction.

Upvote 3

Read Answer Asked by David on August 11, 2025

• OraSure Technologies Inc. (OSUR $2.63)
  • $2.63 Cap: $188M
  • View OSUR Profile
  • View Questions on OSUR

Q: Peter and His Wonder Team
They just reported what looks like poor results. What do you think? What are their prospects going forward. Is this a good value buy or a trap? Thanks as always!

Upvote 2

Read Answer Asked by Ernest on August 11, 2025