Investment Q&A

• Descartes Systems Group Inc. (The) (DSG $91.25)
  • $91.25 P/E (TTM): 39.54X Cap: $7.84B
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• TFI International Inc. (TFII $166.50)
  • $166.50 P/E (TTM): 30.87X Cap: $13.70B
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• BRP Inc. Subordinate Voting Shares (DOO $106.44)
  • $106.44 Cap: $7.68B
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• TerraVest Industries Inc. (TVK $154.35)
  • $154.35 Cap: $3.34B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $197.59)
  • $197.59 P/E (TTM): 27.51X Cap: $2.35B
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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• Axon Enterprise Inc. (AXON $414.20)
  • $414.20 P/E (TTM): 126.07X Cap: $32.87B
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• Vertiv Holdings LLC Class A (VRT $195.58)
  • $195.58 P/E (TTM): 67.08X Cap: $74.77B
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• Celsius Holdings Inc. (CELH $50.57)
  • $50.57 P/E (TTM): 436.09X Cap: $13.03B
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• Lumine Group Inc. (LMN $20.00)
  • $20.00 P/E (TTM): 76.45X Cap: $5.13B
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Q: I have listed a number of companies you like. Most of the companies named have done well (some very well).

Do you consider all these names a Buy at current levels? From the list what would be your 5 favorite stocks?

Thanks
Tim

Upvote 45

Read Answer Asked by Timothy on March 20, 2024

• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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Q: In your previous answer March 15, 5i said the P/E ratio is about 52 but it looks like about 365 on my bank platform. Could you clarify pls? Also, what is a good price to buy AMD now pls?

Upvote 3

Read Answer Asked by Ron on March 19, 2024

• Intel Corporation (INTC $50.59)
  • $50.59 Cap: $252.69B
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• Micron Technology Inc. (MU $394.69)
  • $394.69 P/E (TTM): 50.45X Cap: $444.22B
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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• ON Semiconductor Corporation (ON $65.20)
  • $65.20 P/E (TTM): 81.95X Cap: $26.23B
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• Marvell Technology Inc. (MRVL $80.28)
  • $80.28 P/E (TTM): 26.04X Cap: $68.08B
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• Super Micro Computer Inc. (SMCI $34.38)
  • $34.38 P/E (TTM): 24.29X Cap: $20.52B
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• ASML Holding N.V. (ASML $1,413.01)
  • $1,413.01 P/E (TTM): 60.38X Cap: $555.71B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $348.85)
  • $348.85 P/E (TTM): 46.82X Cap: $1.80T
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• Vertiv Holdings LLC Class A (VRT $195.58)
  • $195.58 P/E (TTM): 67.08X Cap: $74.77B
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• Arm Holdings plc (ARM $123.70)
  • $123.70 P/E (TTM): 147.84X Cap: $131.03B
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Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...

2. What would be the Core Holdings going into this Ai moment +

3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...

4. How do you feel about the Valuations and Stock Price of the Current companies listed...

5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...

Thanks in advance,
M

Upvote 8

Read Answer Asked by michael on March 18, 2024

• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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Q: Do you recommend AMD now, and if so, why? Is the P/E ratio too high?

Upvote 4

Read Answer Asked by Ron on March 15, 2024

• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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Q: AMD The perpectives for this stock are sometimes contradictory. Some analysts see it as as a promising competitor of nvidia with a great future. Others on the contrary are very more sceptical...about a possible sustainable performance. What are you appreciation on a 2-3 years range? Thank you very much

Upvote 5

Read Answer Asked by Gabriel on March 15, 2024

• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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Q: Do you think AMD has a good upside at this time, and if yes, what is your reason pls? Thank you.

Upvote 4

Read Answer Asked by Ron on March 13, 2024

• Broadcom Inc. (AVGO $332.92)
  • $332.92 P/E (TTM): 65.37X Cap: $1.57T
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 28.0X Cap: $2.97T
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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Q: What would be in your opinion 2 or 3 names that could be giving NVDA some serious competition now and or in the near future?
Thank you!

Upvote 8

Read Answer Asked by Jacques on March 09, 2024

• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $348.85)
  • $348.85 P/E (TTM): 46.82X Cap: $1.80T
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Q: I’m trimming Nvidia and Apple because they’re overweight and would like to choose either TSM or AMD to add to my portfolio.
Thoughts?

Upvote 7

Read Answer Asked by Dennis on February 15, 2024

• Descartes Systems Group Inc. (The) (DSG $91.25)
  • $91.25 P/E (TTM): 39.54X Cap: $7.84B
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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• Fortinet Inc. (FTNT $82.76)
  • $82.76 P/E (TTM): 32.48X Cap: $61.54B
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• Palantir Technologies Inc. (PLTR $135.90)
  • $135.90 P/E (TTM): 309.55X Cap: $323.90B
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• UiPath Inc. Class A (PATH $12.89)
  • $12.89 P/E (TTM): 28.76X Cap: $6.89B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
  • $61.71 P/E (TTM): 87.21X Cap: $138.55B
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Q: What would you consider a good entry point for these companies?

Upvote 5

Read Answer Asked by Gordon on February 14, 2024

• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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Q: I own AMD but not NVDA. I believe that NVDA has a better growth profile and was thinking of a straight-up switch. I hold AMD in an RRSP account so there wouldn't be any tax consequences. Does this make sense?

Upvote 10

Read Answer Asked by Brendan on February 09, 2024

• Celestica Inc. (CLS $419.62)
  • $419.62 P/E (TTM): 47.78X Cap: $48.27B
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• ATS Corporation (ATS $40.79)
  • $40.79 Cap: $3.93B
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• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 73.24X Cap: $3.57B
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• TerraVest Industries Inc. (TVK $154.35)
  • $154.35 Cap: $3.34B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $197.59)
  • $197.59 P/E (TTM): 27.51X Cap: $2.35B
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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• Super Micro Computer Inc. (SMCI $34.38)
  • $34.38 P/E (TTM): 24.29X Cap: $20.52B
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• Vertiv Holdings LLC Class A (VRT $195.58)
  • $195.58 P/E (TTM): 67.08X Cap: $74.77B
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• Celsius Holdings Inc. (CELH $50.57)
  • $50.57 P/E (TTM): 436.09X Cap: $13.03B
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• Duolingo Inc. (DUOL $119.40)
  • $119.40 P/E (TTM): 14.49X Cap: $5.40B
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Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?

Upvote 39

Read Answer Asked on January 31, 2024

• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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Q: NVDA has a p/e of 83 and AMD has a p/e of 329 according to RBC direct investing. I own both and want to sell one. What do you think? Thank you

Upvote 3

Read Answer Asked by Richard on January 31, 2024

• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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Q: Please comment on results released today after close. It was down 6.49% to $160.90. Add,Hold or Trim/sell. Txs for u usual great services & views

Upvote 2

Read Answer Asked by Peter on January 31, 2024

• Apple Inc. (AAPL $278.12)
  • $278.12 P/E (TTM): 36.99X Cap: $4.08T
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• Adobe Inc. (ADBE $268.38)
  • $268.38 P/E (TTM): 16.43X Cap: $110.16B
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• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 31.45X Cap: $2.24T
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• Broadcom Inc. (AVGO $332.92)
  • $332.92 P/E (TTM): 65.37X Cap: $1.57T
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• Cisco Systems Inc. (CSCO $84.82)
  • $84.82 P/E (TTM): 31.8X Cap: $335.13B
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• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.68X Cap: $1.67T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• Alphabet Inc. (GOOGL $322.86)
  • $322.86 P/E (TTM): 32.7X Cap: $3.90T
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 28.0X Cap: $2.97T
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• Accenture plc Class A (Ireland) (ACN $240.62)
  • $240.62 P/E (TTM): 19.22X Cap: $158.91B
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• Salesforce Inc. (CRM $191.35)
  • $191.35 P/E (TTM): 25.36X Cap: $179.29B
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• Oracle Corporation (ORCL $142.82)
  • $142.82 P/E (TTM): 31.59X Cap: $410.47B
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• Tesla Inc. (TSLA $411.11)
  • $411.11 P/E (TTM): 264.81X Cap: $1.54T
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris

Upvote 8

Read Answer Asked by chris on January 30, 2024

• Broadcom Inc. (AVGO $332.92)
  • $332.92 P/E (TTM): 65.37X Cap: $1.57T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 28.0X Cap: $2.97T
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• JPMorgan Chase & Co. (JPM $322.40)
  • $322.40 P/E (TTM): 15.35X Cap: $877.65B
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• Mastercard Incorporated (MA $548.74)
  • $548.74 P/E (TTM): 35.29X Cap: $492.76B
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• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
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• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 73.24X Cap: $3.57B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 81.74X Cap: $199.17B
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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• Palo Alto Networks Inc. (PANW $159.32)
  • $159.32 P/E (TTM): 97.96X Cap: $111.04B
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• Arista Networks Inc. (ANET $137.49)
  • $137.49 P/E (TTM): 48.74X Cap: $173.13B
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• Cadence Design Systems Inc. (CDNS $283.52)
  • $283.52 P/E (TTM): 69.8X Cap: $77.17B
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• Super Micro Computer Inc. (SMCI $34.38)
  • $34.38 P/E (TTM): 24.29X Cap: $20.52B
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• Vertiv Holdings LLC Class A (VRT $195.58)
  • $195.58 P/E (TTM): 67.08X Cap: $74.77B
  • View VRT Profile
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Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?

Upvote 10

Read Answer Asked by Gregory on January 29, 2024

• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
  • View NVDA Profile
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
  • View AMD Profile
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Q: For someone looking to make a first time entry into the sector, which one of the two would you recommend and why? Are there any others to consider that would rank above these?

Thank you.

Upvote 5

Read Answer Asked by Constantinos on January 29, 2024

• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
  • View NVDA Profile
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
  • View AMD Profile
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• The Trade Desk Inc. (TTD $27.04)
  • $27.04 P/E (TTM): 30.16X Cap: $13.07B
  • View TTD Profile
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• Super Micro Computer Inc. (SMCI $34.38)
  • $34.38 P/E (TTM): 24.29X Cap: $20.52B
  • View SMCI Profile
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• Vertiv Holdings LLC Class A (VRT $195.58)
  • $195.58 P/E (TTM): 67.08X Cap: $74.77B
  • View VRT Profile
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Q: Hello 5i,
I own the following in a non registered account: SHOP TTD GSY HPS NVDA WELL KXS. I'm thinking of adding SCMI VRT AMD.
Could rank these ten stocks for growth over the next two-three years for an above average risk tolerance.
Thanks
Dave

Upvote 17

Read Answer Asked by Dave on January 25, 2024

• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
  • View AMD Profile
  • View Questions on AMD
• Super Micro Computer Inc. (SMCI $34.38)
  • $34.38 P/E (TTM): 24.29X Cap: $20.52B
  • View SMCI Profile
  • View Questions on SMCI
• Vertiv Holdings LLC Class A (VRT $195.58)
  • $195.58 P/E (TTM): 67.08X Cap: $74.77B
  • View VRT Profile
  • View Questions on VRT

Q: Dear 5i
Are smci and vrt different enough to own both in a TFSA ?
Also i was thinking of buying NVDA for one TFSA and AMD for the other TFSA as a way of not betting just on one or the other . Would you agree with this line of thinking or not ?
Thanks
Bill C

Upvote 4

Read Answer Asked by Bill on January 24, 2024

• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.68X Cap: $1.67T
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
  • View NVDA Profile
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• Celestica Inc. (CLS $419.62)
  • $419.62 P/E (TTM): 47.78X Cap: $48.27B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 81.74X Cap: $199.17B
  • View SHOP Profile
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
  • View AMD Profile
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• Axon Enterprise Inc. (AXON $414.20)
  • $414.20 P/E (TTM): 126.07X Cap: $32.87B
  • View AXON Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
  • $61.71 P/E (TTM): 87.21X Cap: $138.55B
  • View BN Profile
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Q: Dear 5i
Which of the above listed stocks would you place in an RRSP and which in a TFSA and in what order of preference ?
Thanks
Bill C

Upvote 5

Read Answer Asked by Bill on January 24, 2024

• Apple Inc. (AAPL $278.12)
  • $278.12 P/E (TTM): 36.99X Cap: $4.08T
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• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 31.45X Cap: $2.24T
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• Costco Wholesale Corporation (COST $1,001.16)
  • $1,001.16 P/E (TTM): 71.02X Cap: $444.38B
  • View COST Profile
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• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.68X Cap: $1.67T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 28.0X Cap: $2.97T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,457.17)
  • $4,457.17 P/E (TTM): 28.95X Cap: $143.67B
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• Eli Lilly and Company (LLY $1,058.18)
  • $1,058.18 P/E (TTM): 49.94X Cap: $1T
  • View LLY Profile
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• Oracle Corporation (ORCL $142.82)
  • $142.82 P/E (TTM): 31.59X Cap: $410.47B
  • View ORCL Profile
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• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
  • View CSU Profile
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• Alimentation Couche-Tard Inc. (ATD $78.74)
  • $78.74 P/E (TTM): 20.4X Cap: $72.27B
  • View ATD Profile
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
  • View AMD Profile
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• Pure Storage Inc. Class A (PSTG $70.99)
  • $70.99 P/E (TTM): 164.82X Cap: $23.43B
  • View PSTG Profile
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• Super Micro Computer Inc. (SMCI $34.38)
  • $34.38 P/E (TTM): 24.29X Cap: $20.52B
  • View SMCI Profile
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• Axon Enterprise Inc. (AXON $414.20)
  • $414.20 P/E (TTM): 126.07X Cap: $32.87B
  • View AXON Profile
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• Shopify Inc. (SHOP $112.05)
  • $112.05 P/E (TTM): 81.74X Cap: $145.25B
  • View SHOP Profile
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• Vertiv Holdings LLC Class A (VRT $195.58)
  • $195.58 P/E (TTM): 67.08X Cap: $74.77B
  • View VRT Profile
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• Palantir Technologies Inc. (PLTR $135.90)
  • $135.90 P/E (TTM): 309.55X Cap: $323.90B
  • View PLTR Profile
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• Arm Holdings plc (ARM $123.70)
  • $123.70 P/E (TTM): 147.84X Cap: $131.03B
  • View ARM Profile
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Q: I'm looking to invest some funds...

Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?

Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...

Thanks,
M

Upvote 20

Read Answer Asked by michael on January 23, 2024