Investment Q&A

• BMO S&P 500 Index ETF (ZSP $112.78)
  • $112.78 P/E (TTM): 25.58X Cap: $23.40B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $44.77)
  • $44.77 P/E (TTM): 17.7X Cap: $1.17B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $107.86)
  • $107.86 Cap: $2.37B
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• State Street Financial Select Sector SPDR ETF (XLF $51.29)
  • $51.29 P/E (TTM): 15.41X Cap: $50.09B
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• State Street Consumer Staples Select Sector SPDR ETF (XLP $84.98)
  • $84.98 P/E (TTM): 24.94X Cap: $14.72B
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• State Street Health Care Select Sector SPDR ETF (XLV $146.63)
  • $146.63 P/E (TTM): 24.85X Cap: $37.99B
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• State Street Technology Select Sector SPDR ETF (XLK $179.48)
  • $179.48 P/E (TTM): 33.02X Cap: $115.52B
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• State Street Industrial Select Sector SPDR ETF (XLI $174.51)
  • $174.51 P/E (TTM): 26.42X Cap: $30.69B
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• State Street Communication Services Select Sector SPDR ETF (XLC $117.11)
  • $117.11 P/E (TTM): 18.9X Cap: $25.37B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $131.25)
  • $131.25 P/E (TTM): 32.59X Cap: $2.23B
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Q: I am coming into a $50,000 gift from aging parents, and would like to invest for my 10 month old son’s education. I want long term growth until he needs the money (probably 18 years or so). Would you recommend 100% ZSP or some other ETF? Also, should I buy in one shot as soon as I have the money ?

Upvote 12

Read Answer Asked by John on July 25, 2025

• lululemon athletica inc. (LULU $121.06)
  • $121.06 P/E (TTM): 9.44X Cap: $13.39B
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Q: I have a small position in Lululemon, which has recently become smaller after the downturn in share price. My impression of the most recent quarterly results from the company were that they were not robust, but roughly in line with previous estimates (if slighlty below them). It appears that market sentiment is currently holding the company in disfavour: share price has continued to slide downward after the substantial correction weeks earlier.

Is holding onto this company still a prudent measure, or is it time to cut losses and move onto other opportunities? I would be very happy to read your thoughts on this company. Thanks so much, and I look forward to your response.

Upvote 3

Read Answer Asked by Domenic on July 25, 2025

• Tesla Inc. (TSLA $443.30)
  • $443.30 P/E (TTM): 397.66X Cap: $1.67T
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Q: Have a very small position in TSLA. Would you add a bit more today?

Upvote 3

Read Answer Asked by George on July 25, 2025

• Flex Ltd. (FLEX $143.60)
  • $143.60 P/E (TTM): 62.92X Cap: $52.87B
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Q: What happened to "flex"? Suddenly dropped over 5% in one day! buy more or sell?

Thanks,

Upvote 3

Read Answer Asked by Lin on July 25, 2025

• Axon Enterprise Inc. (AXON $388.19)
  • $388.19 P/E (TTM): 158.73X Cap: $30.37B
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Q: AXON has pulled back a lot. Is there a buy or add point you feel comfortable with? It's an expensive stock that you seem comfortable with. I assume other than price nothing has changed in your view?

thx, Mark

Upvote 10

Read Answer Asked by Mark on July 25, 2025

• UnitedHealth Group Incorporated (DE) (UNH $399.09)
  • $399.09 P/E (TTM): 29.85X Cap: $364.31B
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Q: Thoughts on UNH ? Thank You

Upvote 3

Read Answer Asked by francis on July 25, 2025

• Berkshire Hathaway Inc. (BRK.B $484.06)
  • $484.06 P/E (TTM): 15.65X Cap: $1.04T
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Q: I purchased a 3.5% position in BRK after the announcement that Buffet was stepping down. I chose BRK over FFH. I am down 6.5% so far.

I can take this as a buying opportunity and increase my position in BRK to 5%.

I can also sell half of my BRK position for a tax loss and buy an equal amount of FFH.

I can also do nothing. I am a growth investor in my late seventies.

What would you do in this situation?

Thank you

Upvote 4

Read Answer Asked by Richard on July 25, 2025

• Amazon.com Inc. (AMZN $267.22)
  • $267.22 P/E (TTM): 37.07X Cap: $2.90T
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Q: What is your analysis of Amazon? How does it long in the long term? Still a strong hold? Buy? Sell?

Thank you

Upvote 5

Read Answer Asked by Nick on July 25, 2025

• Amazon.com Inc. (AMZN $267.22)
  • $267.22 P/E (TTM): 37.07X Cap: $2.90T
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• Biogen Inc. (BIIB $191.37)
  • $191.37 P/E (TTM): 22.63X Cap: $30.19B
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• Intuitive Surgical Inc. (ISRG $428.06)
  • $428.06 P/E (TTM): 52.48X Cap: $153.09B
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• Netflix Inc. (NFLX $86.94)
  • $86.94 P/E (TTM): 28.31X Cap: $368.69B
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• Edwards Lifesciences Corporation (EW $81.34)
  • $81.34 P/E (TTM): 42.41X Cap: $46.86B
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• Celestica Inc. (CLS $523.95)
  • $523.95 P/E (TTM): 52.27X Cap: $58.65B
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• Global X S&P 500 Index Corporate Class ETF (HXS $106.44)
  • $106.44 Cap: $6.44B
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• Global X S&P/TSX Capped Energy Index Corporate Class ETF (HXE $60.48)
  • $60.48 Cap: $141M
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• Berkshire Hathaway Inc. (BRK.B $484.06)
  • $484.06 P/E (TTM): 15.65X Cap: $1.04T
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Q: Greetings - To postpone tax liability from income, I would like to develop a balanced portfolio of stocks and ETFs for the medium term (3-10 years) that do not pay dividends or interest. Rather, I would prefer to incur the tax liability upon selling the holdings (capital gains). I am aware of Global X Total Return ETFs and stocks like BRK.B that do not pay annual dividends. Do you have any other suggestions? Thanks

Upvote 5

Read Answer Asked by Alex on July 25, 2025

• The Kraft Heinz Company (KHC $23.31)
  • $23.31 Cap: $27.48B
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• Mondelez International Inc. (MDLZ $60.97)
  • $60.97 P/E (TTM): 32.65X Cap: $78.97B
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Q: What's your opinion on Kraft Heinz, looking forward? For such a big company there are few questions on 5i about it.

Upvote 3

Read Answer Asked by Martin on July 24, 2025

• HIVE Digital Technologies Ltd. (HIVE $4.07)
  • $4.07 Cap: $951M
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• IREN Limited (IREN $58.40)
  • $58.40 P/E (TTM): 98.48X Cap: $19.71B
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• Applied Digital Corp. (APLD $46.71)
  • $46.71 Cap: $12.99B
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• Nebius Group N.V. (NBIS $221.15)
  • $221.15 Cap: $52.62B
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• CoreWeave Inc. (CRWV $114.22)
  • $114.22 Cap: $60.72B
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Q: Hello there,
What are your thoughts on HIVE and its AI / high-performance computing business. Do they have any potential in developing that segment knowing the high amount of funding required to be competitive.
Thank you.

Upvote 5

Read Answer Asked by Gilles on July 24, 2025

• CME Group Inc. (CME $297.70)
  • $297.70 P/E (TTM): 24.38X Cap: $107.66B
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Q: What are your thoughts on CME earnings. Would you buy more or hold for long term

Thank you for the great service

Upvote 1

Read Answer Asked by Hector on July 24, 2025

• International Business Machines Corporation (IBM $218.37)
  • $218.37 P/E (TTM): 19.35X Cap: $201.73B
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Q: Hi,
Could you comment on earnings please? Do you feel today's drop is overdone and would you hold, buy or sell?
Thanks!

Upvote 2

Read Answer Asked by Dawn on July 24, 2025

• Red Cat Holdings Inc. (RCAT $9.74)
  • $9.74 Cap: $1.15B
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Q: Hi 5i, would you please give me your opinion on RCAT ?, is it a buy ? for a 2-3 year hold, thanks

Upvote 1

Read Answer Asked by Fernando on July 24, 2025

• MSCI Inc. (MSCI $569.69)
  • $569.69 P/E (TTM): 33.19X Cap: $41.56B
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Q: Thoughts on the quarter from MSCI.
THANKS
Rob

Upvote 3

Read Answer Asked by Robert on July 24, 2025

• World Acceptance Corporation (WRLD $150.29)
  • $150.29 P/E (TTM): 19.0X Cap: $739M
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• VTEX Class A (VTEX $3.45)
  • $3.45 Cap: $651M
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Q: In 2021, you were asked about these two companies, do you still have a similar view these days? What are your thoughts about them please? Thanks

Upvote 1

Read Answer Asked by MG on July 24, 2025

Q: Hello 5i
Could I have your assessment of PureCycle Tech?
The technology ,if effective, has a huge market.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 24, 2025

• Intuitive Surgical Inc. (ISRG $428.06)
  • $428.06 P/E (TTM): 52.48X Cap: $153.09B
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Q: Could you please provide an update on this often recommended company in light of Q2 results and guidance. As well, I find it interesting this company is down a material amount YTD, is that because the healthcare industry as a whole is down or something more company specific?

Upvote 16

Read Answer Asked by Steven on July 24, 2025

• Amazon.com Inc. (AMZN $267.22)
  • $267.22 P/E (TTM): 37.07X Cap: $2.90T
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• Alphabet Inc. (GOOG $397.25)
  • $397.25 P/E (TTM): 35.51X Cap: $4.69T
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• Alphabet Inc. (GOOGL $401.07)
  • $401.07 P/E (TTM): 35.83X Cap: $4.87T
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• NVIDIA Corporation (NVDA $235.75)
  • $235.75 P/E (TTM): 45.06X Cap: $5.49T
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• International Business Machines Corporation (IBM $218.37)
  • $218.37 P/E (TTM): 19.35X Cap: $201.73B
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• Oracle Corporation (ORCL $195.61)
  • $195.61 P/E (TTM): 33.54X Cap: $545.75B
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• Nebius Group N.V. (NBIS $221.15)
  • $221.15 Cap: $52.62B
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Q: I have an oversized position in Alphabet. Could you offer some alternatives, yet staying in the similar tech industry, and whose prices seem reasonably priced.

Thanks,

Upvote 9

Read Answer Asked by Claus on July 24, 2025

• Costco Wholesale Corporation (COST $1,041.25)
  • $1,041.25 P/E (TTM): 71.01X Cap: $458.32B
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Q: hi
there is a recent pull back
is there any fundamental reasons?
looking for an entry price for a half/or a quarter position
thanks
Michael

Upvote 5

Read Answer Asked by Michael on July 24, 2025