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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

NVIDIA Corporation (NVDA $186.23)
- $186.23 P/E (TTM): 46.21X Cap: $4.52T
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Seagate Technology Holdings PLC (STX $326.23)
- $326.23 P/E (TTM): 42.04X Cap: $68B
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NextEra Energy Inc. (NEE $83.63)
- $83.63 P/E (TTM): 26.63X Cap: $174.16B
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Oracle Corporation (ORCL $191.09)
- $191.09 P/E (TTM): 44.23X Cap: $549.02B
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Advanced Micro Devices Inc. (AMD $231.83)
- $231.83 P/E (TTM): 115.22X Cap: $377.42B
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Pure Storage Inc. Class A (PSTG $72.90)
- $72.90 P/E (TTM): 186.92X Cap: $24.06B
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Super Micro Computer Inc. (SMCI $32.64)
- $32.64 P/E (TTM): 25.7X Cap: $19.48B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Vistra Corp. (VST $166.60)
- $166.60 P/E (TTM): 61.25X Cap: $56.44B
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Datadog Inc. (DDOG $119.02)
- $119.02 P/E (TTM): 379.04X Cap: $41.73B
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Palantir Technologies Inc. (PLTR $170.96)
- $170.96 P/E (TTM): 407.05X Cap: $407.47B
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Snowflake Inc. (SNOW $210.38)
- $210.38 Cap: $71.99B
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Constellation Energy Corporation (CEG $307.71)
- $307.71 P/E (TTM): 35.25X Cap: $111.50B
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Nebius Group N.V. (NBIS $108.73)
- $108.73 Cap: $25.88B
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Q: I'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.

Read Answer Asked by Paul on July 11, 2025

Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $158.53)
- $158.53 P/E (TTM): 23.39X Cap: $1.88B
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Vanguard Industrials ETF (VIS $324.45)
- $324.45 P/E (TTM): 23.8X Cap: $6.55B
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State Street SPDR S&P Homebuilders ETF (XHB $114.56)
- $114.56 P/E (TTM): 15.72X Cap: $1.74B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Berkshire Hathaway Inc. (BRK.A $740,750.00)
- $740,750.00 P/E (TTM): 15.8X Cap: $1.06T
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Propel Holdings Inc. (PRL $24.17)
- $24.17 P/E (TTM): 10.9X Cap: $936M
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Q: With the recent declines, in what order will you invest in the above mentioned companies and why

Read Answer Asked by Satish on December 20, 2024

Qorvo Inc. (QRVO $80.11)
- $80.11 P/E (TTM): 34.62X Cap: $7.40B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Q: Could I get your thoughts on these names? The fundamentals looked good to me. They have both pulled back a lot especially lately. Thank you!

Jason

Read Answer Asked by Jason on September 01, 2022

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