Investment Q&A

F5 Inc. (FFIV $253.97)
- $253.97 P/E (TTM): 22.82X Cap: $14.74B
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NVIDIA Corporation (NVDA $205.18)
- $205.18 P/E (TTM): 58.99X Cap: $4.93T
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PayPal Holdings Inc. (PYPL $67.86)
- $67.86 P/E (TTM): 14.95X Cap: $63.55B
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Bristol-Myers Squibb Company (BMY $46.32)
- $46.32 P/E (TTM): 17.11X Cap: $92.85B
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Eli Lilly and Company (LLY $852.27)
- $852.27 P/E (TTM): 53.17X Cap: $799.28B
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Oracle Corporation (ORCL $261.45)
- $261.45 P/E (TTM): 63.73X Cap: $730B
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Walmart Inc. (WMT $100.62)
- $100.62 P/E (TTM): 38.52X Cap: $815.06B
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Fortinet Inc. (FTNT $85.44)
- $85.44 P/E (TTM): 33.55X Cap: $64.51B
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EVINE Live Inc. (EVLV $7.64)
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Datadog Inc. (DDOG $161.57)
- $161.57 P/E (TTM): 440.68X Cap: $54.77B
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Vertiv Holdings LLC Class A (VRT $190.60)
- $190.60 P/E (TTM): 95.34X Cap: $73.98B
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Sprout Social Inc (SPT $10.12)
- $10.12 Cap: $588M
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monday.com Ltd. (MNDY $204.02)
- $204.02 Cap: $9.94B
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Uranium Energy Corp. (UEC $15.22)
- $15.22 Cap: $6.34B
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Symbotic Inc. (SYM $80.98)
- $80.98 Cap: $45.90B
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Arm Holdings plc (ARM $170.31)
- $170.31 P/E (TTM): 227.19X Cap: $180.79B
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Q: Hello 5i,

We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?

WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL

Thank you for your help.

D&J

Read Answer Asked by Jerry on December 18, 2024

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