Investment Q&A

• NVIDIA Corporation (NVDA $199.57)
  • $199.57 P/E (TTM): 43.5X Cap: $4.84T
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• Salesforce Inc. (CRM $176.53)
  • $176.53 P/E (TTM): 23.25X Cap: $162.93B
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• Constellation Software Inc. (CSU $2,473.89)
  • $2,473.89 P/E (TTM): 72.67X Cap: $51.79B
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• Celestica Inc. (CLS $557.68)
  • $557.68 P/E (TTM): 51.92X Cap: $64.11B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.88)
  • $164.88 P/E (TTM): 129.88X Cap: $215.02B
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• Palo Alto Networks Inc. (PANW $179.32)
  • $179.32 P/E (TTM): 99.99X Cap: $146.32B
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• CrowdStrike Holdings Inc. (CRWD $445.75)
  • $445.75 Cap: $113.04B
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• Shift4 Payments Inc. Class A (FOUR $44.28)
  • $44.28 P/E (TTM): 66.14X Cap: $3.51B
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• Applovin Corporation (APP $446.35)
  • $446.35 P/E (TTM): 45.48X Cap: $150.10B
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• Cellebrite DI Ltd. (CLBT $13.00)
  • $13.00 Cap: $3.24B
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• Lumine Group Inc. (LMN $20.22)
  • $20.22 P/E (TTM): 34.01X Cap: $5.18B
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Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you

Upvote 15

Read Answer Asked by Neil on February 27, 2025

• Alphabet CDR (CAD Hedged) (GOOG $61.30)
  • $61.30 P/E (TTM): 43.22X Cap: $5.79T
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Q: Q: Hello 5i team

Would you agree to open a full GOOG (CDR) position today?

Thanks

Upvote 4

Read Answer Asked by Charles on February 27, 2025

• SentinelOne Inc. Class A (S $14.16)
  • $14.16 Cap: $4.81B
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• CrowdStrike Holdings Inc. (CRWD $445.75)
  • $445.75 Cap: $113.04B
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Q: Kim Bolton was on BNN today and he prefers SentinalOne over Crowdstrike.
Could you please give me your comments on this.
THank you
Margaret

Upvote 6

Read Answer Asked by Margaret on February 27, 2025

• Applovin Corporation (APP $446.35)
  • $446.35 P/E (TTM): 45.48X Cap: $150.10B
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Q: Did you get a chance to read the short report on Applovin? Any comments? Still up quite a bit, but wondering if I should hold, trim, or sell all and wait on the sidelines?
Thanks

Upvote 3

Read Answer Asked by Neil on February 27, 2025

• Alphabet Inc. (GOOG $381.94)
  • $381.94 P/E (TTM): 32.15X Cap: $4.23T
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• Alphabet Inc. (GOOGL $384.80)
  • $384.80 P/E (TTM): 32.37X Cap: $4.65T
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Q: I apologize in advance for this question because I'm sure it has been asked before. I wish to purchase either GOOG or GOOGL in my USD, NonReg account. I plan to hold for a long time. Which one is likely to have the best total return or does it make any difference. Please help explain. Many thanks.

Upvote 4

Read Answer Asked by Ian on February 27, 2025

Q: XPEL released earnings this morning and the market does not like it. Mostly bad news in there and more head winds and issues they are dealing with. Its starting to seem like more bad quarters than good with XPEL and it'll be in the dog house for a while. But looking for your unbiased opinion, is it still a hold or start looking for the exit? Thx

Upvote 1

Read Answer Asked by Adam on February 27, 2025

• NVIDIA Corporation (NVDA $199.57)
  • $199.57 P/E (TTM): 43.5X Cap: $4.84T
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Q: Blackwell Weighing On Margins

Chief Financial Officer Colette Kress said Nvidia's adjusted gross margin is expected to be 71% in the current quarter. And it will be in the "low 70s" as Nvidia ramps Blackwell production.

"We expect a significant ramp of Blackwell in the first quarter," she said.

Nvidia's gross margins should return to the mid-70s later in the current fiscal year, she said.

In your professional opinion, how likely is this return to mid 70s margins?
Thanks very much

Upvote 5

Read Answer Asked by joseph on February 27, 2025

• Jabil Inc. (JBL $337.49)
  • $337.49 P/E (TTM): 44.65X Cap: $35.22B
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Q: Hello 5i
Could I have your current assessment of Jabil please? Have the management issues been resolved ? How is their outlook?
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on February 27, 2025

• Alphabet Inc. (GOOG $381.94)
  • $381.94 P/E (TTM): 32.15X Cap: $4.23T
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.35)
  • $61.35 P/E (TTM): 79.08X Cap: $137.24B
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Q: Good afternoon,

I know they are two very different companies, but if you had to pick one for a 2-3 year time horizon, would you go with BN or GOOG.

Thanks as always.

Upvote 14

Read Answer Asked by Trevor on February 26, 2025

• Merck & Company Inc. (MRK $109.18)
  • $109.18 P/E (TTM): 15.24X Cap: $269.81B
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• Nike Inc. (NKE $44.36)
  • $44.36 P/E (TTM): 29.82X Cap: $65.69B
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• Prudential Financial Inc. (PRU $98.11)
  • $98.11 P/E (TTM): 9.7X Cap: $34.12B
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Q: Hi 5i team,
Do you think these stocks are priced well to start a position for income and modest growth? I would also appreciate your insights on these 3 companies for a long term hold.

Thank you,

Stephan

Upvote 1

Read Answer Asked by Stephan on February 26, 2025

• Lemonade Inc. (LMND $56.64)
  • $56.64 Cap: $4.34B
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Q: Hello,
Would you recommend selling and investing elsewhere? Thanks.

Upvote 1

Read Answer Asked by Nancy on February 26, 2025

• First Trust Long/Short Equity ETF (FTLS $73.79)
  • $73.79 P/E (TTM): 21.17X Cap: $2.25B
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Q: If one was unsure of the current environment does something like FTLS make sense? Are there other more attractive Long/Short ETFs? Thank-you.

Upvote 1

Read Answer Asked by Alex on February 26, 2025

• Olympia Financial Group Inc. (OLY $122.51)
  • $122.51 P/E (TTM): 14.69X Cap: $294M
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• Tarsus Pharmaceuticals Inc. (TARS $63.61)
  • $63.61 Cap: $2.61B
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Q: Please comment on earnings and guidance for these 2 companies. Thank you.

Upvote 1

Read Answer Asked by Paul on February 26, 2025

• Lantheus Holdings Inc. (LNTH $84.62)
  • $84.62 P/E (TTM): 24.65X Cap: $5.49B
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Q: Could I get your take away points from the Q 4 release?

Upvote 1

Read Answer Asked by Harry on February 26, 2025

• Freeport-McMoRan Inc. (FCX $57.78)
  • $57.78 P/E (TTM): 38.3X Cap: $83.06B
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Q: The basic question is - has FCX improved its value since 2020 when it was valued at around $20 US - the implied question is it worth its current pricing especially given the fog around the climate change issue?

Upvote 1

Read Answer Asked by Mike on February 26, 2025

• SoFi Technologies Inc. (SOFI $16.10)
  • $16.10 P/E (TTM): 48.32X Cap: $20.53B
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Q: I find the pace of disruption and innovation in the fintech space is evolving very rapidly so its hard to pick winners. What do you think of SOFI as a long term position. Quality of management, business moat , growth profile, competition, risk of disruption?

Thanks.

Upvote 2

Read Answer Asked by Joel on February 26, 2025

• Rocket Lab Corporation (RKLB $82.51)
  • $82.51 Cap: $47.50B
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Q: Apparently RKLB is under attack by a short. Specifically that Neutron is behind schedule and current valuation cannot be justified. Your thoughts?

Upvote 3

Read Answer Asked by David on February 26, 2025

• Tesla Inc. (TSLA $381.63)
  • $381.63 P/E (TTM): 342.02X Cap: $1.43T
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Q: Given the recent decline in TSLA, and the focus in the media of Elon Musk, care to provide some guidance to a long term investor. Thank you !

Upvote 5

Read Answer Asked by Jim on February 26, 2025

• Starbucks Corporation (SBUX $105.33)
  • $105.33 P/E (TTM): 81.07X Cap: $120.04B
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Q: Your thoughts about a new position in either rrsp or tfsa for 3/5 years in this volatile environment ?
Thank you for such a great service to us all.

Upvote 2

Read Answer Asked by Jacques on February 26, 2025

• Axon Enterprise Inc. (AXON $401.76)
  • $401.76 P/E (TTM): 269.08X Cap: $32.27B
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Q: Can I please have your thoughts on Axon's earnings announced on February 25th. After it's huge drop this past week is this a buying opportunity or a chance to get out? Your overall thoughts on the company would be appreciated. Thank You.

Upvote 7

Read Answer Asked by Brian on February 26, 2025