Investment Q&A

• NVIDIA Corporation (NVDA $184.77)
  • $184.77 P/E (TTM): 36.29X Cap: $4.43T
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• Crocs Inc. (CROX $82.91)
  • $82.91 Cap: $4.16B
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• SPS Commerce Inc. (SPSC $61.13)
  • $61.13 P/E (TTM): 25.9X Cap: $2.32B
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• Vertiv Holdings LLC Class A (VRT $270.06)
  • $270.06 P/E (TTM): 70.9X Cap: $103.32B
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• Cellebrite DI Ltd. (CLBT $14.70)
  • $14.70 Cap: $3.72B
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• TransMedics Group Inc. (TMDX $130.85)
  • $130.85 P/E (TTM): 26.72X Cap: $4.62B
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Q: Can you name 6 best to buy us stocks, with a leaning towards growth.
Thanks Rose

Upvote 28

Read Answer Asked by Rose on October 22, 2024

• Constellation Software Inc. (CSU $2,938.78)
  • $2,938.78 P/E (TTM): 69.47X Cap: $63.04B
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Q: In a recent response to a CSU Question, you said they are trading at 24Xs with a historical range of 16-24. So, in a scenario where the market takes the SP back to the 16 range, what is the downside in the SP from current levels?

Thanks for your help.

Upvote 8

Read Answer Asked by Arthur on October 22, 2024

• T-Mobile US Inc. (TMUS $218.78)
  • $218.78 P/E (TTM): 22.8X Cap: $241.06B
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Q: Based on 5i member questions/responses, I moved some Comms sector ownership into TMUS in May this year. It has steadily marched ahead, and has achieved two years of appreciation (>30%) in 5 months. RSI is high. Analyst's Target Prices are being hit.
I don't see any metrics that say it is much better, growing company.... so I am planning to lock in profits. Is there any metric that you see, that would say it is Buy right now?

Upvote 3

Read Answer Asked by Dave on October 22, 2024

• Knight Therapeutics Inc. (GUD $6.27)
  • $6.27 Cap: $618M
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Q: Its been flat for 10 years now. Before Paladin Labs took off how long was the stock doing nothing before it was taken out? Are there signs that should monitored that will show things are about to inflect? They keep buying back lots of shares and presumably executing on their strategy.

Upvote 9

Read Answer Asked by Sal on October 22, 2024

Q: AEYE Your thoughts on this company. Is it a Buy, hold or sell? Thanks

Upvote 2

Read Answer Asked by Charles on October 22, 2024

• Dominion Energy Inc. (D $62.73)
  • $62.73 P/E (TTM): 18.33X Cap: $55.28B
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Q: "Dominion Energy and Amazon to explore advancement of Small Modular Reactor (SMR) nuclear development in Virginia"

https://news.dominionenergy.com/2024-10-16-Dominion-Energy-and-Amazon-to-explore-advancement-of-Small-Modular-Reactor-SMR-nuclear-development-in-Virginia,1

Dominion sp up over 20% the past year. 4.5% dividend. What do you think about taking a 1/4 to 1/2 position.

Is there US withholding tax on the dividend.

Thank you very much.

Upvote 1

Read Answer Asked by JACK on October 22, 2024

• Pan American Silver Corp. (PAAS $83.51)
  • $83.51 P/E (TTM): 23.85X Cap: $34.70B
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• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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• Coeur Mining Inc. (CDE $23.35)
  • $23.35 P/E (TTM): 24.34X Cap: $14.99B
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• First Majestic Silver Corp. (AG $36.27)
  • $36.27 Cap: $17.49B
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Q: Looking for your recommendations on buying some silver stocks large and small cap in both Canada and the US. Thank you for your great service!

Upvote 3

Read Answer Asked by Ray on October 22, 2024

• Pan American Silver Corp. (PAAS $83.51)
  • $83.51 P/E (TTM): 23.85X Cap: $34.70B
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• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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Q: Would you please name a couple of your best silver stocks.
Thanks.

Upvote 2

Read Answer Asked by mike on October 22, 2024

• NexGen Energy Ltd. (NXE $17.65)
  • $17.65 Cap: $11.33B
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Q: With msft, googl and amzn going for Nuclear Power, When will NXE come on stream and how many pounds production a year, i understand it will be huge .

Is it the best play right now or are there others you prefer ? RAK

Upvote 3

Read Answer Asked by bob on October 22, 2024

• Dynacor Group Inc. (DNG $6.11)
  • $6.11 P/E (TTM): 12.3X Cap: $255M
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Q: Can you provide an update on this company and if it’s a good buy for the sector. Valuation etc? Thanks

Upvote 2

Read Answer Asked by Scott on October 22, 2024

• VanEck Uranium Nuclear Energy ETF (NLR $142.87)
  • $142.87 P/E (TTM): 28.47X Cap: $4.74B
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Q: Can I please have your opinion on this ETF? Could you endorse it as part of the materials component of a portfolio, or is there a more general metals ETF that has some uranium industry weighting in it that you might suggest instead? Thanks for your thoughts.

Upvote 1

Read Answer Asked by Stephen R. on October 22, 2024

• Freeport-McMoRan Inc. (FCX $62.40)
  • $62.40 P/E (TTM): 39.05X Cap: $86.93B
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Q: which 3 copper stocks do you favor in order

Upvote 4

Read Answer Asked by Gary on October 22, 2024

• Lithium Americas Corp. (LAC $6.36)
  • $6.36 Cap: $1.91B
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• Albemarle Corporation (ALB $166.54)
  • $166.54 Cap: $19.98B
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• Sigma Lithium Corporation (SGML $17.74)
  • $17.74 Cap: $1.88B
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Q: Please list in order your 3 top lithium stocks or efts

Upvote 3

Read Answer Asked by Gary on October 22, 2024

• Elevance Health Inc. (ELV $282.68)
  • $282.68 P/E (TTM): 11.53X Cap: $61.96B
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Q: Can I get your opinion on the most recent quarter of ELV

Upvote 1

Read Answer Asked by David on October 22, 2024

• First Solar Inc. (FSLR $197.80)
  • $197.80 P/E (TTM): 13.32X Cap: $20.96B
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• Intuitive Surgical Inc. (ISRG $485.85)
  • $485.85 P/E (TTM): 62.28X Cap: $175.27B
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• NVIDIA Corporation (NVDA $184.77)
  • $184.77 P/E (TTM): 36.29X Cap: $4.43T
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• Booking Holdings Inc. (BKNG $4,371.77)
  • $4,371.77 P/E (TTM): 27.39X Cap: $140.65B
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• Chevron Corporation (CVX $186.29)
  • $186.29 P/E (TTM): 28.65X Cap: $378B
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• Eli Lilly and Company (LLY $1,001.35)
  • $1,001.35 P/E (TTM): 43.15X Cap: $952.74B
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• Pfizer Inc. (PFE $27.16)
  • $27.16 P/E (TTM): 19.89X Cap: $152.44B
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• Coinbase Global Inc (COIN $196.52)
  • $196.52 P/E (TTM): 44.32X Cap: $52.75B
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Q: As we close in on the US election what would be your short term (up to 1 year) picks be in the US market? For a republican victory energy sector might be interesting or possibly crypto. If crypto how would you play it?
On the other hand if Democrats win what would you choose?
As a long term member, can't thank you enough for what you do.
Jerry

Upvote 12

Read Answer Asked by Gerald on October 22, 2024

Q: I am hearing more comments that the market at new highs, a correction is overdue. Would you know if this so called overvalued market , sector specific and if so then which sectors are currently overvalued and which ones are under based on historical 10+ years.

Upvote 9

Read Answer Asked by Tim on October 22, 2024

• TFI International Inc. (TFII $150.46)
  • $150.46 P/E (TTM): 38.84X Cap: $12.37B
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Q: What are your thoughts on their earnings. I currently have 2%. Do you consider to add more or wait until price settle down after earnings and then buy.

Thanks for the great service.

Upvote 6

Read Answer Asked by Hector on October 21, 2024

• Freeport-McMoRan Inc. (FCX $62.40)
  • $62.40 P/E (TTM): 39.05X Cap: $86.93B
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• Lundin Mining Corporation (LUN $36.35)
  • $36.35 Cap: $30.13B
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• Eagle Materials Inc (EXP $193.82)
  • $193.82 P/E (TTM): 14.9X Cap: $6.17B
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Q: Please list your top 3 commodity stocks or etfs

Upvote 5

Read Answer Asked by Gary on October 21, 2024

• WSP Global Inc. (WSP $228.63)
  • $228.63 P/E (TTM): 30.17X Cap: $30.71B
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• Descartes Systems Group Inc. (The) (DSG $95.15)
  • $95.15 P/E (TTM): 42.5X Cap: $8.44B
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• Thomson Reuters Corporation (TRI $140.74)
  • $140.74 P/E (TTM): 28.68X Cap: $67.33B
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• Savaria Corporation (SIS $25.35)
  • $25.35 P/E (TTM): 29.67X Cap: $5.74B
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• Boyd Group Services Inc. (BYD $219.81)
  • $219.81 P/E (TTM): 223.79X Cap: $6.21B
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• Topicus.com Inc. (TOI $107.89)
  • $107.89 P/E (TTM): 339.61X Cap: $14.40B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.53)
  • $61.53 P/E (TTM): 30.73X Cap: $102.18B
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Q: Over the past 5 yrs these stocks have done quite well - thank you. (Except BYD).

My portfolio has grown but these are small % and need a top up to have a meaningful impact.

Looking ahead 3-5 yrs could you rank these on moat strength and which would be best to buy now?

Thank you

Upvote 20

Read Answer Asked by Delbert on October 21, 2024

• Fidelity Global Equity+ Balanced Fund (FGEB $12.13)
  • $12.13 P/E (TTM): 0.17X Cap: $22M
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Q: Thoughts on this fund? Thank You

Upvote 2

Read Answer Asked by francis on October 21, 2024