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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 $188.63)
- $188.63 P/E (TTM): 37.53X Cap: $4.46T
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Seagate Technology Holdings PLC (STX $503.13)
- $503.13 P/E (TTM): 64.28X Cap: $109.71B
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NextEra Energy Inc. (NEE $94.08)
- $94.08 P/E (TTM): 28.63X Cap: $196.18B
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Oracle Corporation (ORCL $138.09)
- $138.09 P/E (TTM): 25.91X Cap: $397.15B
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Advanced Micro Devices Inc. (AMD $245.04)
- $245.04 P/E (TTM): 89.3X Cap: $399.49B
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Everpure Inc. Class A (PSTG $60.94)
- $60.94 P/E (TTM): 113.57X Cap: $20.13B
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Super Micro Computer Inc. (SMCI $25.26)
- $25.26 P/E (TTM): 17.07X Cap: $15.13B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Vistra Corp. (VST $154.73)
- $154.73 P/E (TTM): 70.07X Cap: $52.38B
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Datadog Inc. (DDOG $105.37)
- $105.37 P/E (TTM): 351.55X Cap: $37.28B
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Palantir Technologies Inc. (PLTR $128.06)
- $128.06 P/E (TTM): 207.13X Cap: $306.14B
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Snowflake Inc. (SNOW $121.11)
- $121.11 Cap: $41.86B
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Constellation Energy Corporation (CEG $286.50)
- $286.50 P/E (TTM): 37.87X Cap: $89.76B
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Nebius Group N.V. (NBIS $144.97)
- $144.97 Cap: $34.51B
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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 $215.66)
- $215.66 P/E (TTM): 35.47X Cap: $2.56B
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Vanguard Industrials ETF (VIS $331.80)
- $331.80 P/E (TTM): 23.26X Cap: $7.93B
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State Street SPDR S&P Homebuilders ETF (XHB $103.84)
- $103.84 P/E (TTM): 16.19X Cap: $1.47B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Berkshire Hathaway Inc. (BRK.A $720,002.89)
- $720,002.89 P/E (TTM): 15.63X Cap: $1.03T
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Propel Holdings Inc. (PRL $20.04)
- $20.04 P/E (TTM): 10.46X Cap: $788M
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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 $79.81)
- $79.81 P/E (TTM): 21.97X Cap: $7.39B
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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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