Investment Q&A

• Broadcom Inc. (AVGO $318.81)
  • $318.81 P/E (TTM): 67.9X Cap: $1.50T
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• NVIDIA Corporation (NVDA $178.68)
  • $178.68 P/E (TTM): 35.84X Cap: $4.34T
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• Arista Networks Inc. (ANET $135.01)
  • $135.01 P/E (TTM): 49.41X Cap: $169.64B
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• CrowdStrike Holdings Inc. (CRWD $385.86)
  • $385.86 Cap: $97.85B
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Q: How compelling of a buy is this one ? I read your most recent response to a reader after their drop on earnings? Would you buy here given the drop? If other large cap tech is more attractive (mag 7 already owned) please offer some names that you would rank above ANET. Thank you

Upvote 7

Read Answer Asked by Karim on May 23, 2025

• Broadcom Inc. (AVGO $318.81)
  • $318.81 P/E (TTM): 67.9X Cap: $1.50T
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• Broadcom Corp. (BRCM $54.67)
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• Microsoft Corporation (MSFT $371.04)
  • $371.04 P/E (TTM): 23.95X Cap: $2.75T
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• Kinaxis Inc. (KXS $138.78)
  • $138.78 P/E (TTM): 42.05X Cap: $3.83B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.72)
  • $163.72 P/E (TTM): 131.37X Cap: $213.50B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $347.75)
  • $347.75 P/E (TTM): 48.25X Cap: $1.80T
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• Dell Technologies Inc. Class C (DELL $184.01)
  • $184.01 P/E (TTM): 21.49X Cap: $118.82B
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• CrowdStrike Holdings Inc. (CRWD $385.86)
  • $385.86 Cap: $97.85B
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• Nvidia CDR (CAD Hedged) (NVDA $40.32)
  • $40.32 P/E (TTM): 59.74X Cap: $5.97T
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• Advanced Micro Devices CDR (CAD Hedged) (AMD $40.23)
  • $40.23 P/E (TTM): 76.48X Cap: $494.09B
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Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff

Upvote 11

Read Answer Asked by JEFF on May 23, 2025

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.19)
  • $12.19 Cap: $1.67B
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Q: With higher sales, but not better net income, do you think Lightspeed is a buy now?

Upvote 5

Read Answer Asked by Robert on May 23, 2025

• MNTN Inc. Class A (MNTN $8.61)
  • $8.61 Cap: $673M
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Q: I know you don’t typically recommend IPOs but would like your thoughts on this. How is the valuation vs peers? Is this a solid growth story or too hyped? RR seems to have the Midas touch.

Upvote 2

Read Answer Asked by Scott on May 23, 2025

• Constellation Software Inc. (CSU $2,406.75)
  • $2,406.75 P/E (TTM): 77.07X Cap: $51B
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Q: Would this be a good entry point ?

Upvote 5

Read Answer Asked by Robbie on May 23, 2025

• Tesla Inc. (TSLA $385.95)
  • $385.95 P/E (TTM): 352.64X Cap: $1.44T
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Q: Do YOU own Tesla? An explanation why or why not? Reasonable entry price?

At what point is it reasonable to buy and sell based on the company’s fundamentals alone?

Thank you

Upvote 3

Read Answer Asked by Nick on May 22, 2025

• NVIDIA Corporation (NVDA $178.68)
  • $178.68 P/E (TTM): 35.84X Cap: $4.34T
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Q: Hi 5i
I was wondering how you would see the odds of Nvidia beating expectations next week? Will the prohibition on selling to China hurt it.?
Thanks

Upvote 4

Read Answer Asked by joseph on May 22, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• Galaxy Digital Inc. (GLXY $21.33)
  • $21.33 Cap: $8.33B
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Q: Just a follow up on yesterdays question re the exchanges.
If the shares on the Canadian exchange are delisted does one need to sell on the Canadian side and then buy on the US side if wanted or will this transfer happen automatically? I don't really want to sell my shares and trigger a capital gain only to buy the same on the US side and pay two transaction fees.
Thanks
Jeff

Upvote 3

Read Answer Asked by JEFF on May 22, 2025

• Constellation Software Inc. (CSU $2,406.75)
  • $2,406.75 P/E (TTM): 77.07X Cap: $51B
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Q: Has there been any suggestion/inkling of another spinout from Constellation? If so what division or location would make to you and a timeline.

Thank you

Upvote 10

Read Answer Asked by Marty on May 22, 2025

Q: BTQ Does the 5i crew have any insights or opinions regarding this Vancouver based Quantum concern?
Thank you.
Cheers

Upvote 1

Read Answer Asked by Ryczard on May 22, 2025

• NVIDIA Corporation (NVDA $178.68)
  • $178.68 P/E (TTM): 35.84X Cap: $4.34T
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• Navitas Semiconductor Corporation (NVTS $9.48)
  • $9.48 Cap: $2.18B
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Q: NVTS on Yahoo finance, not present in your database.
Pls provide assessment of the deal with Nvidia

Upvote 1

Read Answer Asked by JR on May 22, 2025

• Galaxy Digital Inc. (GLXY $21.33)
  • $21.33 Cap: $8.33B
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Q: Is GLXY now dual listed or is it going to taken off the Toronto exchange?
Thanks
Jeff

Upvote 4

Read Answer Asked by JEFF on May 21, 2025

• NVIDIA Corporation (NVDA $178.68)
  • $178.68 P/E (TTM): 35.84X Cap: $4.34T
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• Celestica Inc. (CLS $417.61)
  • $417.61 P/E (TTM): 40.38X Cap: $48.01B
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Q: I have a sizable position in CLS.CA and am fortunate to have some in my TFSA. I know you can't give any sell or buy recommendations directly but as it is currently close to its one-year price target and with the recent Moody's downgrade I am wondering if a short-term drop (so trim the position) and buying it back closer to NVDAs earnings would make sense or not? CLS has a very thin operating margin as well so adds to my confusion of what to do. Any advice greatly appreciated as always!
Thanks, Lesley

Upvote 8

Read Answer Asked by Lesley on May 21, 2025

• Vertiv Holdings LLC Class A (VRT $276.16)
  • $276.16 P/E (TTM): 75.07X Cap: $105.65B
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Q: Can you give me your updated view of this company, and why it seems targeted by short sellers.

Thank you very much in advance

Upvote 4

Read Answer Asked by Gabriel on May 21, 2025

• Salesforce Inc. (CRM $181.96)
  • $181.96 P/E (TTM): 25.02X Cap: $167.94B
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• Oracle Corporation (ORCL $146.02)
  • $146.02 P/E (TTM): 29.01X Cap: $419.96B
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• Descartes Systems Group Inc. (The) (DSG $96.76)
  • $96.76 P/E (TTM): 43.78X Cap: $8.32B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.72)
  • $163.72 P/E (TTM): 131.37X Cap: $213.50B
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• TECSYS Inc. (TCS $26.91)
  • $26.91 P/E (TTM): 77.0X Cap: $393M
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• ServiceNow Inc. (NOW $103.06)
  • $103.06 P/E (TTM): 66.36X Cap: $107.80B
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• Qualys Inc. (QLYS $89.90)
  • $89.90 P/E (TTM): 17.89X Cap: $3.20B
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• Synopsys Inc. (SNPS $410.13)
  • $410.13 P/E (TTM): 66.64X Cap: $78.56B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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Q: Hi,
In your answer to Neil yesterday, you said that there are numerous high growth software companies that remain down 20%.+ Could you name several you like, both US and Canadian? Thank you Mike.

Upvote 7

Read Answer Asked by Mike on May 21, 2025

• Powell Industries Inc. (POWL $584.56)
  • $584.56 P/E (TTM): 35.23X Cap: $6.80B
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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 $78.89)
  • $78.89 P/E (TTM): 34.06X Cap: $58.37B
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• Palo Alto Networks Inc. (PANW $153.22)
  • $153.22 P/E (TTM): 90.64X Cap: $125.02B
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Q: Can I please get your thoughts on Palo Alto's latest quarter? Thank you

Upvote 4

Read Answer Asked by Neil on May 21, 2025

• Nebius Group N.V. (NBIS $115.09)
  • $115.09 Cap: $27.40B
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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 $252.62)
  • $252.62 P/E (TTM): 31.83X Cap: $3.70T
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• Amazon.com Inc. (AMZN $211.71)
  • $211.71 P/E (TTM): 29.31X Cap: $2.27T
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• Meta Platforms Inc. (META $594.89)
  • $594.89 P/E (TTM): 25.72X Cap: $1.50T
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• Alphabet Inc. (GOOG $289.59)
  • $289.59 P/E (TTM): 27.66X Cap: $3.51T
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• Microsoft Corporation (MSFT $371.04)
  • $371.04 P/E (TTM): 23.95X Cap: $2.75T
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• Netflix Inc. (NFLX $92.28)
  • $92.28 P/E (TTM): 36.92X Cap: $389.62B
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• NVIDIA Corporation (NVDA $178.68)
  • $178.68 P/E (TTM): 35.84X Cap: $4.34T
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• Booking Holdings Inc. (BKNG $4,237.75)
  • $4,237.75 P/E (TTM): 26.46X Cap: $134.22B
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• Eli Lilly and Company (LLY $916.31)
  • $916.31 P/E (TTM): 39.68X Cap: $865.74B
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• UnitedHealth Group Incorporated (DE) (UNH $270.55)
  • $270.55 P/E (TTM): 20.37X Cap: $245.57B
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• United Rentals Inc. (URI $747.59)
  • $747.59 P/E (TTM): 18.96X Cap: $47.09B
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• Tesla Inc. (TSLA $385.95)
  • $385.95 P/E (TTM): 352.64X Cap: $1.44T
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• KKR & Co. Inc. (KKR $88.91)
  • $88.91 P/E (TTM): 38.82X Cap: $79.26B
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• Advanced Micro Devices Inc. (AMD $220.27)
  • $220.27 P/E (TTM): 76.48X Cap: $359.13B
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• Arista Networks Inc. (ANET $135.01)
  • $135.01 P/E (TTM): 49.41X Cap: $169.64B
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• ASML Holding N.V. (ASML $1,393.89)
  • $1,393.89 P/E (TTM): 61.67X Cap: $537.22B
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• Powell Industries Inc. (POWL $584.56)
  • $584.56 P/E (TTM): 35.23X Cap: $6.80B
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• CrowdStrike Holdings Inc. (CRWD $385.86)
  • $385.86 Cap: $97.85B
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• Cellebrite DI Ltd. (CLBT $14.16)
  • $14.16 Cap: $3.53B
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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