Investment Q&A

Q: ISRG and AXON. Love the narrative and the respective charts for both these stocks. I just can't get past the valuation. For instance, in a recent article on SA by a highly
respected author, he opened my eyes on P/S ratios. Here's a quote:

"While 41 companies in the S&P 500 are trading above 10x price-to-sales, 131 companies (26% of the S&P) trade above 5x sales and must grow sales by more than 100% yearly to maintain that valuation. The problem is that some companies, like Apple (AAPL), have declining revenue growth rates."

Both ISRG and AXON are in this high P/S category he's referring to. In fact not only are they both above 5, they are above 10. Were they priced at more reasonable P/S levels during the last recession? Is that the only time you can grab these two wide-moat companies at a more compelling ratio?

Q: Can you suggest US companies with safe, high dividends? Other than Financial or Energy. I'm considering GIS but am open to other ideas. thank you

Q: Thoughts on their earnings?

Q: Hello
Could you comment on First Solar earnings?
Thank you.
Stephane

Q: Hello 5iR.
I own this stock for a number or years and am still in a loss position.
What is your take on their latest earnings and do you see further upside in the near future. Thank you. cheers

Q: Hmm.a is a spin off from Hps.a. Which one has more growth potential? Do they overlap in terms of business? Will you own both or one, which one?

Q: Could you provide comments on SoundHound AI Inc (SOUN on the nasdaq- not in the database ?) and any thoughts on the jump in the last couple of days ?
Thank you.

Q: What might be reasons for recent weakness in SHOP? As of Monday morning, it's down again more than the market decline. Is SHOP still rated high by 5i as a top pick? If not, what has changed?

Q: Is there any news since this one keeps going down? The big drop today with high volume.

Thanks for the great service

Q: I have read the following from Morgan Stanley's CIO:
- S&P 500's forward price-to-earnings ratio is over 20.4, the equivalent for the MSCI ACWI ex U.S. is around 13.5.
- That discount of nearly 35%, a 20-year low, is a two-standard-deviation event.
- Dividend yields for non-US equities are running above 3% - more than double that of the U.S. benchmark.

Do you think there is an out-sized opportunity to invest outside the US, beyond one's normal global diversification strategy? If so, what sectors, stock and/or ETF's do you recommend? Thanks.

Q: I am investigating CLS as a potential long term investment. In a recent answer to a question, 5i stated that CLS seems to be putting things together much better now. What is CLS putting together much better now, and is it sustainable? How important is AI, to CLS future share price? Could you elaborate on the most major risk to CLS share price? Would you consider CLS a good hold for five plus years?? Thanks for the excellent analysis!

Q: What would be your top energy (large and mid caps) picks today for greatest growth?

Q: Good Morning,
What’s your opinion on CRWD as a long term hold? Does is still have a long runway for growth moving forward? My wife currently holds it in her TFSA, however has been considering swapping it out for something like QQQ. Your thoughts?
Thank you

Q: Hello 5i,

Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.

Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?

ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT

Thank you

D&J

Q: In response to Ben’s question on March 1 regarding to buy LMN or not you stated that if one has a time frame of 5 years or more, then he should buy it at the going price. Are you saying not to buy the stock if less than 5 year timeframe?
What if one does not use timeframes as a reference but uses percentages ? In my TFSA ( where I have my riskier stocks ) I use 20% as a point of consideration to sell. I may be leaving money on the table but I have locked in a good gain. I would appreciate your thoughts on this approach. Would your answer on LMN be the same if one used the 20% ?
Thanks . Derek

Q: Do you know why PLTR NYSE Palantir Technologies Inc seems to be going down so much today Mar. 4?

Thank you.

Q: Hi

I am up 114% on HPS.A in my TFSA.

Do I let run?
Sell half and let it run on the free shares?
If I do sell half what would you suggest?

Presently have DRX, RCIV, LMN, PRL, WELL, XIT, XSU in my TFSA.

Thank you
Mike

Q: Hi, I'm light on financials holding a full position in TD. I was wondering if you could give me a few picks with safety, dividends and some growth being the parameters for a retiree's income portfolio? Would now be a good time to add another bank or would you lean into an insurance name at this time? Or something else? I look forward to your response. Thank you.

Q: Hello team
I have decided to sell my position in SBUX.
Could you recommend 3 consumer discretionary US stocks as possible replacements?
Thank you

Q: Thoughts on why Crox trades at such a low p/e. It has a strong brand. good growth and has been reducing debt.
How does P/E compare to other strong retail brands? What would be a catalyst for multiple expansion for CROX?
Thanks
Rob