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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.

Amazon.com Inc. (AMZN $228.84)
- $228.84 P/E (TTM): 33.83X Cap: $2.44T
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Alphabet Inc. (GOOG $206.72)
- $206.72 P/E (TTM): 21.34X Cap: $2.50T
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Microsoft Corporation (MSFT $507.23)
- $507.23 P/E (TTM): 36.97X Cap: $3.77T
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NVIDIA Corporation (NVDA $177.99)
- $177.99 P/E (TTM): 56.45X Cap: $4.34T
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Constellation Software Inc. (CSU $4,549.91)
- $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
- $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Elastic N.V. (ESTC $80.06)
- $80.06 Cap: $8.44B
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Shift4 Payments Inc. Class A (FOUR $91.13)
- $91.13 P/E (TTM): 49.03X Cap: $8.05B
- View FOUR Profile
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Duolingo Inc. (DUOL $331.87)
- $331.87 P/E (TTM): 139.46X Cap: $15.52B
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Cellebrite DI Ltd. (CLBT $16.11)
- $16.11 Cap: $3.85B
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Lumine Group Inc. (LMN $48.74)
- $48.74 P/E (TTM): 176.19X Cap: $12.50B
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Nextracker Inc. (NXT $68.77)
- $68.77 P/E (TTM): 18.02X Cap: $10.17B
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Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?

Read Answer Asked by Neil on March 04, 2024

CECO Environmental Corp. (CECO $47.98)
- $47.98 P/E (TTM): 32.35X Cap: $1.69B
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Powell Industries Inc. (POWL $262.95)
- $262.95 P/E (TTM): 17.63X Cap: $3.17B
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Shift4 Payments Inc. Class A (FOUR $91.13)
- $91.13 P/E (TTM): 49.03X Cap: $8.05B
- View FOUR Profile
- View Questions on FOUR
Cellebrite DI Ltd. (CLBT $16.11)
- $16.11 Cap: $3.85B
- View CLBT Profile
- View Questions on CLBT
Nextracker Inc. (NXT $68.77)
- $68.77 P/E (TTM): 18.02X Cap: $10.17B
- View NXT Profile
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Q: Hello 5i
What are your current top 5 US and CDN non-tech small-mid cap picks for growth?
Ranked would be appreciated.
Thanks
Dave

Read Answer Asked by Dave on February 21, 2024

Cellebrite DI Ltd. (CLBT $16.11)
- $16.11 Cap: $3.85B
- View CLBT Profile
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Q: Your general impression of this company. With all the publicity surrounding ransomware it is a sector I wish to be exposed to. Thanks.

Read Answer Asked by Nigel on November 12, 2021

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