Investment Q&A

• Powell Industries Inc. (POWL $212.62)
  • $212.62 Fwd P/E: 14.93X Cap: $2.56B
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Q: Good morning,

Update on POWL please.
Worth averaging in in its current state? Any particular catalyst other than tariff that you are watching for.

Thank you.

Upvote 2

Read Answer Asked by Adam on May 21, 2025

• Fortinet Inc. (FTNT $99.06)
  • $99.06 Fwd P/E: 40.77X Cap: $75.82B
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• Palo Alto Networks Inc. (PANW $187.39)
  • $187.39 Fwd P/E: 107.08X Cap: $124.95B
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Q: Can I please get your thoughts on Palo Alto's latest quarter? Thank you

Upvote 3

Read Answer Asked by Neil on May 21, 2025

• Nebius Group N.V. (NBIS $44.30)
  • $44.30 Cap: $10.54B
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Q: Could you please provide your impression of the results and of the information provided during the conference call this morning?
From the information provided today, what gives you the most optimism about the company's future and what is one (or more) thing that investors should be weary of or keep any eye on.
After digesting the information provided today, are you more or less excited about the company and it's future than you were yesterday?

Upvote 20

Read Answer Asked by Geoffrey on May 20, 2025

• Apple Inc. (AAPL $211.16)
  • $211.16 Fwd P/E: 32.89X Cap: $3.15T
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• Amazon.com Inc. (AMZN $225.02)
  • $225.02 Fwd P/E: 36.65X Cap: $2.38T
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• Meta Platforms Inc. (META $717.51)
  • $717.51 Fwd P/E: 28.05X Cap: $1.80T
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• Alphabet Inc. (GOOG $181.31)
  • $181.31 Fwd P/E: 20.24X Cap: $2.20T
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• Microsoft Corporation (MSFT $503.32)
  • $503.32 Fwd P/E: 38.93X Cap: $3.74T
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• Netflix Inc. (NFLX $1,245.11)
  • $1,245.11 Fwd P/E: 58.84X Cap: $530.02B
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• NVIDIA Corporation (NVDA $164.92)
  • $164.92 Fwd P/E: 53.2X Cap: $4.02T
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• Booking Holdings Inc. (BKNG $5,717.10)
  • $5,717.10 Fwd P/E: 35.64X Cap: $186.03B
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• Eli Lilly and Company (LLY $793.01)
  • $793.01 Fwd P/E: 64.52X Cap: $751.56B
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• UnitedHealth Group Incorporated (DE) (UNH $304.10)
  • $304.10 Fwd P/E: 12.73X Cap: $275.86B
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• United Rentals Inc. (URI $814.28)
  • $814.28 Fwd P/E: 21.12X Cap: $52.92B
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• Tesla Inc. (TSLA $313.51)
  • $313.51 Fwd P/E: 172.26X Cap: $1T
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• KKR & Co. Inc. (KKR $141.05)
  • $141.05 Fwd P/E: 60.8X Cap: $125.62B
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• Advanced Micro Devices Inc. (AMD $146.42)
  • $146.42 Fwd P/E: 106.88X Cap: $237.40B
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• Arista Networks Inc. (ANET $108.57)
  • $108.57 Fwd P/E: 45.81X Cap: $136.35B
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• ASML Holding N.V. (ASML $801.93)
  • $801.93 Fwd P/E: 36.22X Cap: $315.38B
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• Powell Industries Inc. (POWL $212.62)
  • $212.62 Fwd P/E: 14.93X Cap: $2.56B
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• CrowdStrike Holdings Inc. (CRWD $478.45)
  • $478.45 Cap: $119.25B
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• Cellebrite DI Ltd. (CLBT $14.59)
  • $14.59 Cap: $3.49B
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Q: Good morning!

Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.

What are “your” top 3 US additions to this list? Thank you for all the incredible things here.

Upvote 15

Read Answer Asked by Adam on May 20, 2025

Q: As an investment in the cryptocurrency theme, what can you tell me about Hyperliquid.

Upvote 1

Read Answer Asked by Geoffrey on May 20, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $28.25)
  • $28.25 Cap: $9.79B
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Q: I am up 140% on GLXY. Thank you.

I believe the strong recent performance is due to its NAXDAQ listing.

If this is the main reason it is up in a few days/week this news will be old and it will most likely pull back.

It's RSI is overbought and CCI is bearish.

What is your take on this? Has it hit a short term peak and will pull back shortly?

Sheldon

Upvote 5

Read Answer Asked by Sheldon on May 20, 2025

• BeWhere Holdings Inc. (BEW $0.78)
  • $0.78 Cap: $69M
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Q: please provide an opinion re this small cap company. they are profitable ,lots of cash and getting better re sales and operations.

Upvote 1

Read Answer Asked by brian on May 20, 2025

• Constellation Software Inc. (CSU $4,888.06)
  • $4,888.06 Fwd P/E: 102.3X Cap: $103.58B
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Q: Everyone, looking at a five year chart, at November 2022, the slope of the line changed. Any explanation on why the slope changed significantly? Clayton

Upvote 5

Read Answer Asked by Clayton on May 20, 2025

• Celestica Inc. (CLS $220.38)
  • $220.38 Fwd P/E: 46.07X Cap: $25.34B
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• Kinaxis Inc. (KXS $195.99)
  • $195.99 Fwd P/E: 421.76X Cap: $5.50B
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Q: Good Morning 5i,

Which of these two would you initiate a position in today and why?

Thanks!

Upvote 6

Read Answer Asked by Kyle on May 20, 2025

• Alphabet Inc. (GOOG $181.31)
  • $181.31 Fwd P/E: 20.24X Cap: $2.20T
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Q: I hold about 15% of my holdings in Google.

What is your take on Google, do you see AI chat bots eroding its core strength in search ?

Is it time to reduce my exposure, if yes…. Which other growth stocks would you suggest, what would you be comfortable buying at these valuations after selling google

Upvote 8

Read Answer Asked by HARRY on May 20, 2025

• Sylogist Ltd. (SYZ $8.49)
  • $8.49 Cap: $198M
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• Plurilock Security Inc. (PLUR $0.24)
  • $0.24 Cap: $18M
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Q: Any thoughts on where these two stocks are at currently, and their prospects for the future?

Upvote 2

Read Answer Asked by Evan on May 20, 2025

• NVIDIA Corporation (NVDA $164.92)
  • $164.92 Fwd P/E: 53.2X Cap: $4.02T
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• CoreWeave Inc. (CRWV $125.84)
  • $125.84 Cap: $60.40B
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Q: Hello 5i,
Anything to add to recent comments after CRWV reported their recent earnings?
Thanks
Dave

Upvote 4

Read Answer Asked by Dave on May 20, 2025

• Miscellaneous (MISC)
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Q: The market is more complicated than ever. Taking into consideration that we have had a big bounce from lows, what sector right now would you say offers the most value, where a year from now we will say, "wow, that was a real buying opportunity?" Any screaming buys? Thank you!

Upvote 10

Read Answer Asked by Neil on May 16, 2025

• Nebius Group N.V. (NBIS $44.30)
  • $44.30 Cap: $10.54B
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Q: Good morning and thank you in advance. Would you buy Nebius at its current price after its recent run up, wait for a pull back, or wait until after earnings report on May 20. At what price would you add to a position?
Dan

Upvote 7

Read Answer Asked by Dan on May 16, 2025

• Advanced Micro Devices Inc. (AMD $146.42)
  • $146.42 Fwd P/E: 106.88X Cap: $237.40B
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Q: I'm down 10% on AMD, do you still think it has good potential. Saw a youtube video saying it's about to 100X haah. I have a small position and considering adding here let me know your thoughts!

Upvote 3

Read Answer Asked by Danielle on May 16, 2025

• Topicus.com Inc. (TOI $178.45)
  • $178.45 Fwd P/E: 94.93X Cap: $23.17B
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Q: Do you think, TOI will also make a cut to the list of possible compounders, in Canadian small to mid cap space, over next 5- 10 years, in addition to the names, included in your reply to Jeff's question ?

Thank You

Upvote 16

Read Answer Asked by rajeev on May 16, 2025

• Constellation Software Inc. (CSU $4,888.06)
  • $4,888.06 Fwd P/E: 102.3X Cap: $103.58B
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• Palantir Technologies Inc. (PLTR $142.10)
  • $142.10 Fwd P/E: 617.83X Cap: $335.34B
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Q: Does CSU and PLTR operate in SAAS industries and are there any similarities in the business in which they operate?

Thx

Upvote 3

Read Answer Asked by blake on May 15, 2025

• Bragg Gaming Group Inc. (BRAG $6.31)
  • $6.31 Cap: $158M
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• WildBrain Ltd. Common and Variable Voting Shares (WILD $2.03)
  • $2.03 Cap: $430M
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• VerticalScope Holdings Inc. Subordinate Voting Shares (FORA $3.98)
  • $3.98 Cap: $85M
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• Reddit Inc. Class A (RDDT $145.59)
  • $145.59 Fwd P/E: 30.14X Cap: $28.97B
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Q: Would you be able to comment on VericalScope's recent results? Would you buy, sell or hold? Thank you for your wonderful service.

Upvote 2

Read Answer Asked by Bill on May 15, 2025

• Calian Group Ltd. (CGY $50.23)
  • $50.23 Cap: $587M
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Q: What do you think of today's results/announcement?

Upvote 1

Read Answer Asked by John on May 15, 2025

• Constellation Software Inc. (CSU $4,888.06)
  • $4,888.06 Fwd P/E: 102.3X Cap: $103.58B
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• Lumine Group Inc. (LMN $51.88)
  • $51.88 Cap: $13.31B
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Q: I have a partial position in Constellation and Lumine and would like to top one up...which is better at this moment...long term investor....thanks for all that you do. Geoff

Upvote 11

Read Answer Asked by Geoff on May 15, 2025