Investment Q&A

• Intuitive Surgical Inc. (ISRG $480.20)
  • $480.20 P/E (TTM): 61.43X Cap: $171.44B
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• NVIDIA Corporation (NVDA $181.99)
  • $181.99 P/E (TTM): 37.39X Cap: $4.42T
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• Booking Holdings Inc. (BKNG $4,438.64)
  • $4,438.64 P/E (TTM): 25.84X Cap: $140.70B
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• Eli Lilly and Company (LLY $916.32)
  • $916.32 P/E (TTM): 43.1X Cap: $879.01B
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• Celestica Inc. (CLS $380.55)
  • $380.55 P/E (TTM): 37.99X Cap: $44.45B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $185.41)
  • $185.41 P/E (TTM): 27.11X Cap: $2.26B
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• Axon Enterprise Inc. (AXON $504.43)
  • $504.43 P/E (TTM): 324.26X Cap: $40.72B
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• Eagle Materials Inc (EXP $185.23)
  • $185.23 P/E (TTM): 14.17X Cap: $5.92B
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• Powell Industries Inc. (POWL $514.78)
  • $514.78 P/E (TTM): 33.24X Cap: $6.33B
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• Vertiv Holdings LLC Class A (VRT $270.38)
  • $270.38 P/E (TTM): 77.64X Cap: $102.69B
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• Celsius Holdings Inc. (CELH $42.04)
  • $42.04 P/E (TTM): 174.44X Cap: $11.29B
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• Lumine Group Inc. (LMN $24.25)
  • $24.25 P/E (TTM): 95.46X Cap: $6.38B
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• Nextpower Inc. (NXT $117.63)
  • $117.63 P/E (TTM): 30.2X Cap: $18.09B
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Q: Thanks to 5i, over the recent past, I have DCA these stocks, holding less than 5% with room to add based on your advice.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.

Upvote 15

Read Answer Asked by sam on March 04, 2024

• Amazon.com Inc. (AMZN $210.83)
  • $210.83 P/E (TTM): 29.53X Cap: $2.31T
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• Alphabet Inc. (GOOG $307.25)
  • $307.25 P/E (TTM): 28.16X Cap: $3.76T
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• Microsoft Corporation (MSFT $392.61)
  • $392.61 P/E (TTM): 25.01X Cap: $2.96T
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• NVIDIA Corporation (NVDA $181.99)
  • $181.99 P/E (TTM): 37.39X Cap: $4.42T
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• Constellation Software Inc. (CSU $2,576.35)
  • $2,576.35 P/E (TTM): 77.81X Cap: $54.99B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.47)
  • $170.47 P/E (TTM): 136.92X Cap: $228.40B
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• Elastic N.V. (ESTC $55.91)
  • $55.91 Cap: $5.73B
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• Shift4 Payments Inc. Class A (FOUR $44.13)
  • $44.13 P/E (TTM): 63.81X Cap: $3.66B
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• Duolingo Inc. (DUOL $100.71)
  • $100.71 P/E (TTM): 12.01X Cap: $4.45B
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• Cellebrite DI Ltd. (CLBT $14.50)
  • $14.50 Cap: $3.66B
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• Lumine Group Inc. (LMN $24.25)
  • $24.25 P/E (TTM): 95.46X Cap: $6.38B
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• Nextpower Inc. (NXT $117.63)
  • $117.63 P/E (TTM): 30.2X Cap: $18.09B
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Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?

Upvote 14

Read Answer Asked by Neil on March 04, 2024

• Lumine Group Inc. (LMN $24.25)
  • $24.25 P/E (TTM): 95.46X Cap: $6.38B
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Q: Lumine has had a good run. I would like purchase it but am hesitating due to its recent increase in share price. Should I wait for volatility or purchase at current price?
Thanks

Upvote 31

Read Answer Asked by Ben on March 01, 2024

• Elastic N.V. (ESTC $55.91)
  • $55.91 Cap: $5.73B
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Q: Hi 5i Team,
Pls comment on Elastic N.V. Qtr earning and this company going forward, do you still like it, is it still a buy?
Thank you .

Upvote 10

Read Answer Asked by Pui on March 01, 2024

• Starbucks Corporation (SBUX $95.30)
  • $95.30 P/E (TTM): 81.52X Cap: $111.15B
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Q: Why is Starbucks having such a hard time? The price is where it was at in 2020. Not moving much. I thought they recently reported decent results.

Upvote 4

Read Answer Asked by David M. on March 01, 2024

• Berkshire Hathaway Inc. (BRK.B $485.86)
  • $485.86 P/E (TTM): 0.04X Cap: $1.06T
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Q: If you could choose only 1 US stock to invest your entire portfolio in for 10 years, which one would you invest in today? (clearly you would never recommend only 1 stock for an entire portfolio, but if you were forced to, which stock do you have the most faith that it could likely beat the S&P500 index over that time period?)

Upvote 14

Read Answer Asked by Charles on March 01, 2024

• Stantec Inc. (STN $122.80)
  • $122.80 P/E (TTM): 28.78X Cap: $14.04B
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Q: In my previous question I asked for your STN latest Q report evaluation. You stated it is coming but i haven't seen it yet.

Upvote 3

Read Answer Asked by JR on March 01, 2024

• TECSYS Inc. (TCS $27.92)
  • $27.92 P/E (TTM): 75.42X Cap: $398M
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• Lumine Group Inc. (LMN $24.25)
  • $24.25 P/E (TTM): 95.46X Cap: $6.38B
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Q: Hi Peter and 5i,
Who's your pick for the more growth over the next 5 years between TCS & LMN?
Thanks so much.

Upvote 10

Read Answer Asked by Dennis on March 01, 2024

• BTB Real Estate Investment Trust (BTB.UN $3.87)
  • $3.87 P/E (TTM): 14.65X Cap: $343M
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Q: Please comment on BTB.un and their recent financials including any going forward comments you may have. Thank you.

Upvote 3

Read Answer Asked by James on March 01, 2024

• BWX Technologies Inc. (BWXT $210.77)
  • $210.77 P/E (TTM): 57.33X Cap: $18.97B
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Q: May I have your thoughts on BWXT’s latest quarter released yesterday? They are up about 11.5% today so I’m assuming a solid beat. How’s their debt level, are they paying it down? Any thoughts you have would be appreciated.
Regards,
Jim

Upvote 5

Read Answer Asked by James on March 01, 2024

• CI Galaxy Ethereum ETF (ETHX.B $10.61)
  • $10.61 Cap: $409M
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Q: I have a very small amount invested in ETHX.B and my 22 year-old son is convinced I should have more invested in ethereum. I am a value investor in my 60s and just don't get cryptocurrency. Your comments appreciated regarding the future of ethereum.
Thanks!

Upvote 8

Read Answer Asked by Grant on March 01, 2024

• Fulgent Genetics Inc. (FLGT $15.38)
  • $15.38 Cap: $481M
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Q: Would you please give me your evaluation of FLGT's recent quarter. On the surface it appears quite positive, however the stock is down 10%. Was it their guidance that turned the market sour? I am also perplexed - they state they carry $28/share in cash and marketable securities yet the stock is trading at $23 implying that when you strip out cash the business is worth NEGATIVE $148,000,000. Does this mean the market believes something is fundamentally wrong with the business and/or management? Finally, as a shareholder should I be running for the hills or is this a case of the market mispricing an asset?

Many thanks
Scott

Upvote 3

Read Answer Asked by Scott on March 01, 2024

Q: hi all: LMAT

lamaitre vascular

can you give me your input and outlook for this one?

thanks in advance

Upvote 2

Read Answer Asked by Robert on March 01, 2024

• Surface Metals Inc Com (ACME)
  • Cap: $2M
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Q: Please comment on the financial results of ACM Research (ACMR); your outlook for the company; and whether you'd consider it buyable. Thanks.

Upvote 2

Read Answer Asked by Brent on March 01, 2024

• PHX Energy Services Corp. (PHX $13.39)
  • $13.39 P/E (TTM): 10.94X Cap: $592M
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Q: seems to be on a downturn-reports seemed ok prior- could you comment ?

Upvote 2

Read Answer Asked by terrance on March 01, 2024

Q: From your point of view, what are the pros and cons of Buffett's preferred ''operating earnings'' metric versus industry-conventionn ''net earnings''?

Thanks

Upvote 3

Read Answer Asked by Daniel on March 01, 2024

• MDA Space Ltd. (MDA $44.35)
  • $44.35 P/E (TTM): 51.05X Cap: $5.52B
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Q: What’s your thoughts on today’s earnings and future outlook….

Upvote 4

Read Answer Asked by Sonny on March 01, 2024

• BMO MSCI India Selection Equity Index ETF (ZID $42.21)
  • $42.21 P/E (TTM): 57.55X Cap: $182M
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• iShares India Index ETF (XID $42.67)
  • $42.67 P/E (TTM): 19.17X Cap: $131M
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• iShares MSCI India ETF (INDA $48.16)
  • $48.16 P/E (TTM): 44.02X Cap: $7.85B
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Q: What is the best etf or mutual fund to invest in India? As well do you think it is a good area to invest in right now?

Upvote 5

Read Answer Asked by Gary on March 01, 2024

• Stella-Jones Inc. (SJ $94.35)
  • $94.35 P/E (TTM): 15.88X Cap: $5.19B
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Q: Please comment on its QR . Why such a big drop of price?

Upvote 5

Read Answer Asked by victor on March 01, 2024

• UnitedHealth Group Incorporated (DE) (UNH $286.81)
  • $286.81 P/E (TTM): 21.58X Cap: $261.02B
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Q: Hello, you recommended UnitedHealth Group Inc. (UNH) in the past. The recent launch of an antitrust investigation against UNH has led to a sudden drop in the stock price. I’m curious about your thoughts on this investigation. Do you believe it will cause any damage to the company? And considering the circumstances, do you still consider UNH a good buy? Thank you!

Upvote 4

Read Answer Asked by Esther on March 01, 2024