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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 $178.56)
- $178.56 P/E (TTM): 37.13X Cap: $4.38T
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Seagate Technology Holdings PLC (STX $434.60)
- $434.60 P/E (TTM): 54.06X Cap: $88.70B
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NextEra Energy Inc. (NEE $92.41)
- $92.41 P/E (TTM): 28.04X Cap: $189.51B
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Oracle Corporation (ORCL $155.52)
- $155.52 P/E (TTM): 29.08X Cap: $439.74B
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Advanced Micro Devices Inc. (AMD $205.27)
- $205.27 P/E (TTM): 74.08X Cap: $325.20B
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Everpure Inc. Class A (PSTG $65.45)
- $65.45 P/E (TTM): 162.67X Cap: $21.25B
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Super Micro Computer Inc. (SMCI $30.79)
- $30.79 P/E (TTM): 23.17X Cap: $18.17B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Vistra Corp. (VST $167.37)
- $167.37 P/E (TTM): 75.38X Cap: $57.32B
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Datadog Inc. (DDOG $129.94)
- $129.94 P/E (TTM): 415.71X Cap: $46.44B
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Palantir Technologies Inc. (PLTR $155.68)
- $155.68 P/E (TTM): 246.16X Cap: $365.22B
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Snowflake Inc. (SNOW $175.40)
- $175.40 Cap: $59.28B
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Constellation Energy Corporation (CEG $316.47)
- $316.47 P/E (TTM): 41.58X Cap: $114.83B
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Nebius Group N.V. (NBIS $121.52)
- $121.52 Cap: $28.23B
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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 $173.84)
- $173.84 P/E (TTM): 28.12X Cap: $2.20B
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Vanguard Industrials ETF (VIS $316.74)
- $316.74 P/E (TTM): 23.26X Cap: $7.59B
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State Street SPDR S&P Homebuilders ETF (XHB $98.72)
- $98.72 P/E (TTM): 16.19X Cap: $1.42B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Berkshire Hathaway Inc. (BRK.A $722,777.77)
- $722,777.77 P/E (TTM): 15.86X Cap: $1.04T
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Propel Holdings Inc. (PRL $18.01)
- $18.01 P/E (TTM): 9.85X Cap: $747M
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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 $77.74)
- $77.74 P/E (TTM): 21.45X Cap: $7.15B
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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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