Investment Q&A

• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
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• JPMorgan Chase & Co. (JPM $292.91)
  • $292.91 P/E (TTM): 14.44X Cap: $809.47B
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• Prudential Financial Inc. (PRU $105.84)
  • $105.84 P/E (TTM): 23.28X Cap: $37.20B
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• UnitedHealth Group Incorporated (DE) (UNH $320.25)
  • $320.25 P/E (TTM): 13.2X Cap: $285.64B
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• Intact Financial Corporation (IFC $277.61)
  • $277.61 P/E (TTM): 22.5X Cap: $49.63B
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• BMO Covered Call Canadian Banks ETF (ZWB $22.25)
  • $22.25 P/E (TTM): 12.51X
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• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $35.71)
  • $35.71 P/E (TTM): 43.41X Cap: $350M
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• EQB Inc. (EQB $92.25)
  • $92.25 P/E (TTM): 10.43X Cap: $3.52B
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• Royal Bank Of Canada (RY $144.61)
  • $144.61 P/E (TTM): 20.2X Cap: $203B
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Q: hi group light on both Canadian and Us banks. what ETFs in Canada and the US make most sense in the present environment or should i go with induvial names like JPM in US and RY in Canada IFC and EQB are also attractive . Also is UNH a screaming buy or should i wait for the dust to settle

Upvote 6

Read Answer Asked by Terence on May 21, 2025

• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
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• ConocoPhillips (COP $91.40)
  • $91.40 P/E (TTM): 11.78X Cap: $116.08B
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• Chevron Corporation (CVX $154.00)
  • $154.00 P/E (TTM): 19.78X Cap: $311.81B
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• JPMorgan Chase & Co. (JPM $292.91)
  • $292.91 P/E (TTM): 14.44X Cap: $809.47B
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• Prudential Financial Inc. (PRU $105.84)
  • $105.84 P/E (TTM): 23.28X Cap: $37.20B
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• Exxon Mobil Corporation (XOM $109.85)
  • $109.85 P/E (TTM): 15.52X Cap: $465.67B
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Q: Hi group presently holding 20%in cash (wait or start nibbling now). Light on both Cad /Us financials so can you give me you top 3 (in order of preference) in both US and Cad. Also light on gold and energy same analysis please. Thanks for all your guidance it is much appreciated.

Upvote 8

Read Answer Asked by Terence on April 24, 2025

• NVIDIA Corporation (NVDA $168.31)
  • $168.31 P/E (TTM): 53.88X Cap: $4.05T
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• American Express Company (AXP $325.41)
  • $325.41 P/E (TTM): 22.91X Cap: $227.01B
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• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
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• Eli Lilly and Company (LLY $738.64)
  • $738.64 P/E (TTM): 59.17X Cap: $688.27B
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• Chubb INA Holdings Inc 0.300% Senior Notes 2024 (CB.24A)
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Q: Trying to decide whether to sell stocks in my TFSA now as they are in US dollars and I might want to purchase a condo in next 4 years. I am worried now that if dollar continues to rise and if stocks go nowhere or even up a little I'll take a big hit. All great, blue chip companies that have done well in past ten fifteen years.. American Express, Chubb, Bank of America, Eli Lily, Nvidia, etc.... Any predictions on how high the CAD could go and how does one figure out a strategy when dealing with currency and declining stock prices. Thank you for your wisdom!

Upvote 10

Read Answer Asked by Neil on April 22, 2025

• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
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• JPMorgan Chase & Co. (JPM $292.91)
  • $292.91 P/E (TTM): 14.44X Cap: $809.47B
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Q: Hello,

Do you see any opportunities in big US banks? If so, which ones, and what entry prices would you see as attractive?

Thanks.

Upvote 4

Read Answer Asked by Satish on April 14, 2025

• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
  • View BAC Profile
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• JPMorgan Chase & Co. (JPM $292.91)
  • $292.91 P/E (TTM): 14.44X Cap: $809.47B
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• Prudential Financial Inc. (PRU $105.84)
  • $105.84 P/E (TTM): 23.28X Cap: $37.20B
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• Manulife Financial Corporation (MFC $42.47)
  • $42.47 P/E (TTM): 13.43X Cap: $72.15B
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• iShares S&P/TSX Capped Financials Index ETF (XFN $69.17)
  • $69.17 P/E (TTM): 2.55X Cap: $1.75B
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• BMO Equal Weight US Banks Index ETF (ZBK $40.04)
  • $40.04 P/E (TTM): 43.41X Cap: $825M
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Q: What’s the best way to play the US and Canadian financials in this market? Stocks or funds are fine.

Upvote 6

Read Answer Asked by Gary on April 07, 2025

• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $201.90)
  • $201.90 P/E (TTM): 82.93X Cap: $264.21B
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Q: What’s an ideal price range to initiate a position in these stocks? The goal is to start with a 1/4 initial investment..

Upvote 3

Read Answer Asked by Gary on April 04, 2025

• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
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• Berkshire Hathaway CDR (CAD Hedged) (BRK $36.52)
  • $36.52 P/E (TTM): 0.01X Cap: $1.49T
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Q: Your thoughts please on the latest Berkshire quarter?

Thx

Upvote 3

Read Answer Asked by blake on March 04, 2025

• Nasdaq Inc. (NDAQ $94.99)
  • $94.99 P/E (TTM): 35.82X Cap: $53.63B
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• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
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• Goldman Sachs Group Inc. (The) (GS $741.85)
  • $741.85 P/E (TTM): 16.27X Cap: $223.47B
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• Intercontinental Exchange Inc. (ICE $173.89)
  • $173.89 P/E (TTM): 33.45X Cap: $99.75B
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• JPMorgan Chase & Co. (JPM $292.91)
  • $292.91 P/E (TTM): 14.44X Cap: $809.47B
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• M&T Bank Corporation (MTB $199.22)
  • $199.22 P/E (TTM): 13.36X Cap: $31.18B
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• BMO Equal Weight US Banks Index ETF (ZBK $40.04)
  • $40.04 P/E (TTM): 43.41X Cap: $825M
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• SPDR S&P Regional Banking ETF (KRE $65.52)
  • $65.52 P/E (TTM): 45.57X Cap: $4.12B
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• S&P Global Inc. (SPGI $545.87)
  • $545.87 P/E (TTM): 41.39X Cap: $164.26B
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• MSCI Inc. (MSCI $574.58)
  • $574.58 P/E (TTM): 36.79X Cap: $42.94B
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• GLOBAL X FDS (FINX $33.76)
  • $33.76 P/E (TTM): 32.96X Cap: $298M
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• Citizens Financial Group Inc. (CFG $51.70)
  • $51.70 P/E (TTM): 16.42X Cap: $22.30B
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• Western Alliance Bancorporation (DE) (WAL $89.33)
  • $89.33 P/E (TTM): 11.93X Cap: $10B
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• Truist Financial Corporation (TFC $46.01)
  • $46.01 P/E (TTM): 12.57X Cap: $59.98B
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• ARK Fintech Innovation ETF (ARKF $53.87)
  • $53.87 P/E (TTM): 113.19X Cap: $1.34B
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• SoFi Technologies Inc. (SOFI $25.96)
  • $25.96 P/E (TTM): 50.89X Cap: $30.65B
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• Fiserv Inc. (FI $135.21)
  • $135.21 P/E (TTM): 22.58X Cap: $73.41B
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Q: Ignoring any crypto implications (I am decently invested in that area), do you think liberalizing the financial regulations in the US is likely to produce outsized short to medium term gains in that sector? If so, can you recommend a couple of solid names, a couple of speculative names and a couple of ETFs. Thanks again for the great service.

Upvote 6

Read Answer Asked by Alex on February 07, 2025

• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
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• Citigroup Inc. (C $95.87)
  • $95.87 P/E (TTM): 14.11X Cap: $175.62B
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• Toronto-Dominion Bank (The) (TD $103.23)
  • $103.23 P/E (TTM): 8.71X Cap: $176.11B
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• Bank of Montreal (BMO $175.38)
  • $175.38 P/E (TTM): 14.52X Cap: $125.15B
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Q: How would you rank BAC vs.C, and then vs a couple of Canadian banks, TD and BMO as examples.

Upvote 5

Read Answer Asked by Jim on January 14, 2025

• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
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• BlackRock Inc. (BLK $1,104.92)
  • $1,104.92 P/E (TTM): 26.7X Cap: $170.20B
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• Home Depot Inc. (The) (HD $419.94)
  • $419.94 P/E (TTM): 28.44X Cap: $417.01B
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• McDonald's Corporation (MCD $312.80)
  • $312.80 P/E (TTM): 27.75X Cap: $224.34B
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• Philip Morris International Inc (PM $162.72)
  • $162.72 P/E (TTM): 30.65X Cap: $251.46B
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• Vanguard Dividend Appreciation FTF (VIG $212.72)
  • $212.72 P/E (TTM): 68.92X Cap: $92.71B
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• Vanguard High Dividend Yield Indx ETF (VYM $139.65)
  • $139.65 P/E (TTM): 54.22X Cap: $61.27B
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• Schwab US Dividend Equity ETF (SCHD $27.44)
  • $27.44 P/E (TTM): 46.94X Cap: $71.83B
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Q: Please provide a suggestion for an US ETF that invests in basket of US dividend paying stocks such as PM, BAC, HD, MCD, BLK. Thank you

Upvote 6

Read Answer Asked by Ronnie on December 10, 2024

• Apple Inc. (AAPL $237.88)
  • $237.88 P/E (TTM): 36.37X Cap: $3.55T
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• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
  • View BAC Profile
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• Berkshire Hathaway Inc. (BRK.B $493.78)
  • $493.78 P/E (TTM): 17.13X Cap: $1.07T
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Q: I keep hearing that Buffett has gone to cash. Do you have a sense of his actual cash position as a percentage and what his rationale is? Thank-you.

Upvote 7

Read Answer Asked by Alex on November 15, 2024

• Apple Inc. (AAPL $237.88)
  • $237.88 P/E (TTM): 36.37X Cap: $3.55T
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• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
  • View BAC Profile
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• Berkshire Hathaway Inc. (BRK.B $493.78)
  • $493.78 P/E (TTM): 17.13X Cap: $1.07T
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Q: BRK.B What did you think of the quarterly earnings and what would you consider a good entry price?

Upvote 4

Read Answer Asked by Edward on November 04, 2024

• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
  • View BAC Profile
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• Goldman Sachs Group Inc. (The) (GS $741.85)
  • $741.85 P/E (TTM): 16.27X Cap: $223.47B
  • View GS Profile
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• JPMorgan Chase & Co. (JPM $292.91)
  • $292.91 P/E (TTM): 14.44X Cap: $809.47B
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• Morgan Stanley (MS $148.79)
  • $148.79 P/E (TTM): 17.36X Cap: $236.40B
  • View MS Profile
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Q: Hi 5iTeam,

What would your top 3 U.S. banks be and please provide rationales supporting your choices.

Thanks,
H

Upvote 10

Read Answer Asked by Harry on September 19, 2024

• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
  • View BAC Profile
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• JPMorgan Chase & Co. (JPM $292.91)
  • $292.91 P/E (TTM): 14.44X Cap: $809.47B
  • View JPM Profile
  • View Questions on JPM
• Toronto-Dominion Bank (The) (TD $103.23)
  • $103.23 P/E (TTM): 8.71X Cap: $176.11B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $88.30)
  • $88.30 P/E (TTM): 16.9X Cap: $109.08B
  • View BNS Profile
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• Manulife Financial Corporation (MFC $42.47)
  • $42.47 P/E (TTM): 13.43X Cap: $72.15B
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• Sun Life Financial Inc. (SLF $80.73)
  • $80.73 P/E (TTM): 14.62X Cap: $45.46B
  • View SLF Profile
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
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• Global X Equal Weight Canadian Bank Covered Call ETF (BKCC $15.37)
  • $15.37 P/E (TTM): 12.49X Cap: $244M
  • View BKCC Profile
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.13)
  • $15.13 P/E (TTM): 12.67X Cap: $1.51B
  • View HMAX Profile
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Q: Value investor with some growth, 78 years old with good pension. I am slightly overweight in financials as above. I now see that I own both BKCC and HMAX. I do not seem to need both. I intend to sell BKCC and buy AW.UN to take advantage of its current situation. Does this sound like a plan or are there pitfalls?
Thank you

Upvote 4

Read Answer Asked by STANLEY on August 27, 2024

• Apple Inc. (AAPL $237.88)
  • $237.88 P/E (TTM): 36.37X Cap: $3.55T
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• Amazon.com Inc. (AMZN $235.84)
  • $235.84 P/E (TTM): 35.42X Cap: $2.47T
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• Meta Platforms Inc. (META $752.30)
  • $752.30 P/E (TTM): 27.3X Cap: $1.89T
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• Alphabet Inc. (GOOGL $234.04)
  • $234.04 P/E (TTM): 25.05X Cap: $2.84T
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• Microsoft Corporation (MSFT $498.20)
  • $498.20 P/E (TTM): 36.29X Cap: $3.67T
  • View MSFT Profile
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• Netflix Inc. (NFLX $1,244.76)
  • $1,244.76 P/E (TTM): 53.0X Cap: $528.53B
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• NVIDIA Corporation (NVDA $168.31)
  • $168.31 P/E (TTM): 53.88X Cap: $4.05T
  • View NVDA Profile
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• PayPal Holdings Inc. (PYPL $68.40)
  • $68.40 P/E (TTM): 14.65X Cap: $65.21B
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• Wynn Resorts Limited (WYNN $122.67)
  • $122.67 P/E (TTM): 32.33X Cap: $12.57B
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• The Boeing Company (BA $230.95)
  • $230.95 Cap: $173.62B
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• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
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• BlackRock Inc. (BLK $1,104.92)
  • $1,104.92 P/E (TTM): 26.7X Cap: $170.20B
  • View BLK Profile
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• Carnival Corporation (CCL $31.56)
  • $31.56 P/E (TTM): 16.62X Cap: $42.80B
  • View CCL Profile
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• Salesforce Inc. (CRM $252.27)
  • $252.27 P/E (TTM): 39.24X Cap: $238.72B
  • View CRM Profile
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• Delta Air Lines Inc. (DAL $61.76)
  • $61.76 P/E (TTM): 8.87X Cap: $39.94B
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• The Walt Disney Company (DIS $118.84)
  • $118.84 P/E (TTM): 18.45X Cap: $211.99B
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• Goldman Sachs Group Inc. (The) (GS $741.85)
  • $741.85 P/E (TTM): 16.27X Cap: $223.47B
  • View GS Profile
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• International Business Machines Corporation (IBM $256.09)
  • $256.09 P/E (TTM): 40.22X Cap: $231.51B
  • View IBM Profile
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• JPMorgan Chase & Co. (JPM $292.91)
  • $292.91 P/E (TTM): 14.44X Cap: $809.47B
  • View JPM Profile
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• Eli Lilly and Company (LLY $738.64)
  • $738.64 P/E (TTM): 59.17X Cap: $688.27B
  • View LLY Profile
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• Mastercard Incorporated (MA $586.60)
  • $586.60 P/E (TTM): 39.39X Cap: $528.14B
  • View MA Profile
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• Morgan Stanley (MS $148.79)
  • $148.79 P/E (TTM): 17.36X Cap: $236.40B
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• Pfizer Inc. (PFE $24.55)
  • $24.55 P/E (TTM): 18.03X Cap: $141.45B
  • View PFE Profile
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• Royal Caribbean Cruises Ltd. (RCL $351.06)
  • $351.06 P/E (TTM): 25.92X Cap: $95.68B
  • View RCL Profile
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• Visa Inc. (V $342.30)
  • $342.30 P/E (TTM): 33.52X Cap: $665.82B
  • View V Profile
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• Wells Fargo & Company (WFC $79.14)
  • $79.14 P/E (TTM): 14.2X Cap: $252.94B
  • View WFC Profile
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• Exxon Mobil Corporation (XOM $109.85)
  • $109.85 P/E (TTM): 15.52X Cap: $465.67B
  • View XOM Profile
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $141.20)
  • $141.20 P/E (TTM): 18.19X Cap: $313.09B
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• Tencent Holdings Ltd. ADR (TCEHY $79.40)
  • $79.40 P/E (TTM): 29.41X Cap: $723.95B
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• Veeva Systems Inc. Class A (VEEV $282.78)
  • $282.78 P/E (TTM): 56.16X Cap: $44.73B
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• The Trade Desk Inc. (TTD $52.03)
  • $52.03 P/E (TTM): 62.73X Cap: $25.45B
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• JD.com Inc. (JD $32.85)
  • $32.85 P/E (TTM): 8.42X Cap: $45.70B
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• Roku Inc. (ROKU $99.39)
  • $99.39 Cap: $14.03B
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• DocuSign Inc. (DOCU $81.73)
  • $81.73 P/E (TTM): 15.1X Cap: $16.13B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $247.19)
  • $247.19 P/E (TTM): 32.67X Cap: $1.26T
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• Healthpeak Properties (DOC $18.30)
  • $18.30 P/E (TTM): 73.56X Cap: $12.77B
  • View DOC Profile
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• National Health Investors Inc. (NHI $78.51)
  • $78.51 P/E (TTM): 24.81X Cap: $3.72B
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• Zoom Communications Inc. (ZM $85.08)
  • $85.08 P/E (TTM): 22.08X Cap: $25.04B
  • View ZM Profile
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• CrowdStrike Holdings Inc. (CRWD $428.06)
  • $428.06 Cap: $104.80B
  • View CRWD Profile
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• Unity Software Inc. (U $45.50)
  • $45.50 Cap: $18.51B
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Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Upvote 9

Read Answer Asked by David on April 30, 2024

• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
  • View BAC Profile
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• Corning Incorporated (GLW $72.15)
  • $72.15 P/E (TTM): 75.73X Cap: $60.98B
  • View GLW Profile
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• Pembina Pipeline Corporation (PPL $52.55)
  • $52.55 P/E (TTM): 17.74X Cap: $30.53B
  • View PPL Profile
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• Wheaton Precious Metals Corp. (WPM $146.46)
  • $146.46 P/E (TTM): 60.27X Cap: $65.56B
  • View WPM Profile
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• Element Fleet Management Corp. (EFN $36.84)
  • $36.84 P/E (TTM): 27.22X Cap: $14.74B
  • View EFN Profile
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• Empire Company Limited Non-Voting Class A Shares (EMP.A $51.88)
  • $51.88 P/E (TTM): 17.85X Cap: $12.16B
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• Keyera Corp. (KEY $44.50)
  • $44.50 P/E (TTM): 18.54X Cap: $10.15B
  • View KEY Profile
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• MTY Food Group Inc. (MTY $38.73)
  • $38.73 P/E (TTM): 23.31X Cap: $888M
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Q: I need to raise some cash. Can you rank these investments from your favorite to least favorite currently please and thanks

Upvote 3

Read Answer Asked by Martin on April 16, 2024

• Alphabet Inc. (GOOG $234.16)
  • $234.16 P/E (TTM): 25.07X Cap: $2.84T
  • View GOOG Profile
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• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $292.91)
  • $292.91 P/E (TTM): 14.44X Cap: $809.47B
  • View JPM Profile
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• Toronto-Dominion Bank (The) (TD $103.23)
  • $103.23 P/E (TTM): 8.71X Cap: $176.11B
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Q: Banks both CA and US have been some of my best long term holds ( 10 Yrs + )
Not compared to Tech . Stocks .... 5 year returns have been stagnate on TD especially
What is outlook on Banks in general ? or would you like elsewhere ? ie Change TD for GOOG

Thanks

Greg

Upvote 8

Read Answer Asked by Greg on April 05, 2024

• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $292.91)
  • $292.91 P/E (TTM): 14.44X Cap: $809.47B
  • View JPM Profile
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Q: JPM share price has outperformed BAC by a wide margin over the past 5 years. And especially over the past two years. Do you know what would account for the divergence?

Thanks.

Upvote 5

Read Answer Asked by Joel on April 05, 2024

• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $292.91)
  • $292.91 P/E (TTM): 14.44X Cap: $809.47B
  • View JPM Profile
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• Morgan Stanley (MS $148.79)
  • $148.79 P/E (TTM): 17.36X Cap: $236.40B
  • View MS Profile
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Q: Opinion on US Banks in General ? JPM at ATH but others (BAC ) not even close ?

Thanks

Greg

Upvote 2

Read Answer Asked by Greg on January 15, 2024

• Bank of America Corporation (BAC $49.46)
  • $49.46 P/E (TTM): 14.6X Cap: $368.64B
  • View BAC Profile
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• Citigroup Inc. (C $95.87)
  • $95.87 P/E (TTM): 14.11X Cap: $175.62B
  • View C Profile
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• Deere & Company (DE $481.51)
  • $481.51 P/E (TTM): 22.87X Cap: $127.93B
  • View DE Profile
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• Danaher Corporation (DHR $198.63)
  • $198.63 P/E (TTM): 42.51X Cap: $143.36B
  • View DHR Profile
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• Honeywell International Inc. (HON $214.75)
  • $214.75 P/E (TTM): 24.37X Cap: $136.02B
  • View HON Profile
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• JPMorgan Chase & Co. (JPM $292.91)
  • $292.91 P/E (TTM): 14.44X Cap: $809.47B
  • View JPM Profile
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• Thermo Fisher Scientific Inc (TMO $487.65)
  • $487.65 P/E (TTM): 28.49X Cap: $186.01B
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• Palo Alto Networks Inc. (PANW $197.38)
  • $197.38 P/E (TTM): 111.12X Cap: $130.07B
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• Arista Networks Inc. (ANET $140.01)
  • $140.01 P/E (TTM): 56.02X Cap: $179.54B
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• Zscaler Inc. (ZS $281.60)
  • $281.60 Cap: $42.69B
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• Crocs Inc. (CROX $87.19)
  • $87.19 P/E (TTM): 23.18X Cap: $4.72B
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• Synopsys Inc. (SNPS $609.08)
  • $609.08 P/E (TTM): 71.24X Cap: $92.80B
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• SPS Commerce Inc. (SPSC $110.48)
  • $110.48 P/E (TTM): 51.68X Cap: $4.19B
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• CrowdStrike Holdings Inc. (CRWD $428.06)
  • $428.06 Cap: $104.80B
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• iShares Core S&P Small-Cap ETF (IJR $118.95)
  • $118.95 P/E (TTM): 49.78X Cap: $86.06B
  • View IJR Profile
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• Shift4 Payments Inc. Class A (FOUR $87.31)
  • $87.31 P/E (TTM): 48.39X Cap: $7.74B
  • View FOUR Profile
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• ISHARES TRUST (IJT $141.43)
  • $141.43 P/E (TTM): 57.09X Cap: $6.29B
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Q: The magnificent 7 have had a nice run in 2023. Assuming that the market is broadening out, can you suggest around 5 to 10 US stocks and/or ETFs where money is rotating to. Medium risk stocks. Also what sectors should benefit in the next phase of the economic cycle?

Upvote 27

Read Answer Asked by Paul on December 15, 2023