Investment Q&A

• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 63.21X Cap: $169.15B
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Q: Could you expand on your thesis for this company please as I am interested in starting a position especially with the March 10 pull back but it’s still trading high on a PE basis and wondering if all their expected growth is already priced in. Thank you.

Upvote 7

Read Answer Asked by Steven on March 11, 2025

• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
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• Cellebrite DI Ltd. (CLBT $14.17)
  • $14.17 Cap: $3.25B
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• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
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Q: Hi 5i Team - For Cellebrite, Nebius and Crowdstrike could you comment on what portion of each company is based on AI. Could you also comment on whether their AI involvement is semi-conductor, software or service/support related. Thirdly what is the ability of each to withstand an extended market downturn if this present sell-off continues and would you be a buyer at these levels. Thank you.

Upvote 11

Read Answer Asked by Rob on March 11, 2025

• Autodesk Inc. (ADSK $240.40)
  • $240.40 P/E (TTM): 47.26X Cap: $50.96B
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Q: Could I please get an update on the potential for Autodesk? I have held it for years as a cornerstone in my portfolio, but the stock price has essentially done nothing. The company has transitioned to a cloud-based subscription business and changed some billing practices. It is now changing its third-party transaction model and doing a restructuring. I think the SEC investigation is still ongoing (and a lawsuit) and am not sure how big this could be. It sounds like Trump has paused the big US infrastructure bill but still plans to spend lots on construction and infrastructure. Could this be the year Autodesk finally takes off?

Upvote 2

Read Answer Asked by Kim on March 11, 2025

• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 32.91X Cap: $2.38T
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $112.92)
  • $112.92 P/E (TTM): 15.38X Cap: $24.30B
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• Vanguard S&P 500 Index ETF (VFV $168.09)
  • $168.09 P/E (TTM): 26.01X Cap: $28.42B
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Q: Hello,
Is today a good day to invest in Canadian Company CGI? What is a good target buy price?
Also I hold Amazon in an RRSP and Vanguard in an RESP. Is it a good time, with the market drop, to increase holdings?
Thank you,
Jovan

Upvote 6

Read Answer Asked by jovan on March 10, 2025

• Caterpillar Inc. (CAT $726.20)
  • $726.20 P/E (TTM): 35.55X Cap: $317.43B
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• Deere & Company (DE $583.11)
  • $583.11 P/E (TTM): 30.66X Cap: $152.99B
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Q: Your thoughts please on Caterpillar vs Deere for long-term growth, and generally how you would rate these as buy/hold/sell in the current environment. Id appreciate any comments where you expect growth will come from (eg mining automation/AI) and leverage. Thank you.

Upvote 1

Read Answer Asked by Menaka on March 10, 2025

• Tesla Inc. (TSLA $411.11)
  • $411.11 P/E (TTM): 270.67X Cap: $1.54T
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Q: Hi 5i, I like Tesla, but now the USA admin is not keen on green, is it sell/hold/buy ?

Upvote 6

Read Answer Asked by Fernando on March 10, 2025

• Hamilton REITs YIELD MAXIMIZER TM ETF (RMAX $16.57)
  • $16.57 P/E (TTM): 42.99X Cap: $130M
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Q: Thoughts on RMAX as a diversified REIT holding in US and Canada instead of a few individual stocks? Generally what % of portfolio would be good to allocate to REITs in today's environment?

Upvote 2

Read Answer Asked by Craig on March 10, 2025

• Costco Wholesale Corporation (COST $1,001.16)
  • $1,001.16 P/E (TTM): 70.23X Cap: $439.11B
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• Vanguard S&P 500 ETF (VOO $635.24)
  • $635.24 P/E (TTM): 25.69X Cap: $837.96B
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Q: Hi I currently hold VOO. Would you consider selling for COSTO with its recent decline? I understand it’s difficult to compare ETFs and stocks, but looking for the greatest growth return long term. Do you feel COSTO could drop further in this market? If so, entry point? Thank you

Upvote 3

Read Answer Asked by Nick on March 10, 2025

• Reddit Inc. Class A (RDDT $139.83)
  • $139.83 P/E (TTM): 26.94X Cap: $28.62B
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Q: Peter, one month ago you sill liked it. After another decrease of 40% since, how do you see it? Thks

Upvote 3

Read Answer Asked by Ray on March 10, 2025

• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 63.21X Cap: $169.15B
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• Berkshire Hathaway Inc. (BRK.B $508.09)
  • $508.09 P/E (TTM): 16.11X Cap: $1.08T
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Q: Good Day,
With the recent pull back, I am considering trimming my position in BRK.B (currently 7.7% of my overall portfolio) and starting a new position in ISRG. Would you view this as a prudent move at this point in time?
Thank you,

Upvote 1

Read Answer Asked by Kevin on March 10, 2025

• ARK Innovation ETF (ARKK $70.41)
  • $70.41 P/E (TTM): 28.9X Cap: $6.18B
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Q: I noticed that your suggestions regarding when to buy and at what price on a long list of stocks, which included Arkk, was positive on all of the mentioned stocks except for Arkk. That surprised me. I understand that this etf is a bit of a niche market and quite speculative. I suppose it being the only negative in such a long list is what is interesting. I would be interested to hear what your major concern is?
Thanks as always for your great service

Upvote 3

Read Answer Asked by joseph on March 07, 2025

• Chord Energy Corporation (CHRD $102.89)
  • $102.89 P/E (TTM): 37.74X Cap: $5.85B
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Q: Hi 5i,
As a previous Enerplus shareholder I still unfortunately hold Chord Energy with some disappointing losses. Can you please give your thoughts on this company and would you still consider it a hold?
Marco

Upvote 2

Read Answer Asked by Marco on March 07, 2025

• iShares U.S. Aerospace & Defense ETF (ITA $233.93)
  • $233.93 P/E (TTM): 20.16X Cap: $14.41B
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Q: Hi All,
Would you be able to recommend a Defense stock or ETF based in Europe or the UK? Thank you.

Upvote 2

Read Answer Asked by Nancy on March 07, 2025

Q: Your thoughts on CompoSecure would be appreciated, thank you.

Upvote 1

Read Answer Asked by MG on March 07, 2025

• Netflix Inc. (NFLX $82.20)
  • $82.20 P/E (TTM): 3.99X Cap: $341.44B
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Q: So any ideas why this id dropping so much?

Upvote 2

Read Answer Asked by Tim on March 07, 2025

• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 63.21X Cap: $169.15B
  • View ISRG Profile
  • View Questions on ISRG
• Netflix Inc. (NFLX $82.20)
  • $82.20 P/E (TTM): 3.99X Cap: $341.44B
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• Booking Holdings Inc. (BKNG $4,457.17)
  • $4,457.17 P/E (TTM): 30.01X Cap: $143.67B
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• Salesforce Inc. (CRM $191.35)
  • $191.35 P/E (TTM): 26.63X Cap: $179.29B
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• Toronto-Dominion Bank (The) (TD $131.99)
  • $131.99 P/E (TTM): 11.14X Cap: $225.33B
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• Canadian Natural Resources Limited (CNQ $53.40)
  • $53.40 P/E (TTM): 16.61X Cap: $108.11B
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• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
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• Celestica Inc. (CLS $419.62)
  • $419.62 P/E (TTM): 47.78X Cap: $48.27B
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• BMO S&P 500 Index ETF (ZSP $103.64)
  • $103.64 P/E (TTM): 25.89X Cap: $21.30B
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• TerraVest Industries Inc. (TVK $154.35)
  • $154.35 Cap: $3.34B
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• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
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• Topicus.com Inc. (TOI $94.72)
  • $94.72 P/E (TTM): 833.17X Cap: $7.88B
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• Propel Holdings Inc. (PRL $25.05)
  • $25.05 P/E (TTM): 11.64X Cap: $985M
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
  • $61.71 P/E (TTM): 90.08X Cap: $138.55B
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• Alphabet CDR (CAD Hedged) (GOOG $52.28)
  • $52.28 P/E (TTM): 41.46X Cap: $5.48T
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Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.

In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?

Thanks

Upvote 21

Read Answer Asked by Anca on March 07, 2025

• Broadcom Inc. (AVGO $332.92)
  • $332.92 P/E (TTM): 64.85X Cap: $1.47T
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• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 63.21X Cap: $169.15B
  • View ISRG Profile
  • View Questions on ISRG
• Salesforce Inc. (CRM $191.35)
  • $191.35 P/E (TTM): 26.63X Cap: $179.29B
  • View CRM Profile
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• Blackstone Inc. (BX $129.69)
  • $129.69 P/E (TTM): 38.55X Cap: $95.76B
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• ServiceNow Inc. (NOW $100.74)
  • $100.74 P/E (TTM): 16.31X Cap: $107.35B
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• Arista Networks Inc. (ANET $137.49)
  • $137.49 P/E (TTM): 49.35X Cap: $162.03B
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• AAON Inc. (AAON $96.43)
  • $96.43 P/E (TTM): 78.07X Cap: $7.77B
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• Axon Enterprise Inc. (AXON $414.20)
  • $414.20 P/E (TTM): 126.07X Cap: $32.87B
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• Nvidia CDR (CAD Hedged) (NVDA $41.91)
  • $41.91 P/E (TTM): 59.25X Cap: $5.72T
  • View NVDA Profile
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Q: Are there any US stocks that are getting hit right now that would be good buys for long term growth holds?

Upvote 29

Read Answer Asked by Danielle on March 06, 2025

• CSX Corporation (CSX $40.61)
  • $40.61 P/E (TTM): 26.05X Cap: $74.24B
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• Union Pacific Corporation (UNP $252.62)
  • $252.62 P/E (TTM): 21.22X Cap: $149.84B
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• Canadian National Railway Company (CNR $138.55)
  • $138.55 P/E (TTM): 18.35X Cap: $84.70B
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• Canadian Pacific Kansas City Limited (CP $109.82)
  • $109.82 P/E (TTM): 23.63X Cap: $98.92B
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Q: Major US and CDN railroad stocks seem to do quite well except csx ,being on a constant downtrend lately , any suggestion as hold or sell ( or buy!) for a conservative dividend stock objective?

Upvote 4

Read Answer Asked by Jean-Yves on March 06, 2025

• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 63.21X Cap: $169.15B
  • View ISRG Profile
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• Stryker Corporation (SYK $358.29)
  • $358.29 P/E (TTM): 47.39X Cap: $138.59B
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Q: These 2 stocks are health care and considered defensive. At what price for these two stocks would you consider a good price to buy?......Tom

Upvote 5

Read Answer Asked by Tom on March 06, 2025

• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
  • View CRWD Profile
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Q: Hi, Could you please comment on CRWD latest earnings, forecast and price pullback ? Thank you.

Upvote 4

Read Answer Asked by Luc on March 06, 2025