Investment Q&A

• Robinhood Markets Inc. (HOOD $72.87)
  • $72.87 P/E (TTM): 35.53X Cap: $65.30B
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• Reddit Inc. Class A (RDDT $136.85)
  • $136.85 P/E (TTM): 54.01X Cap: $26.67B
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• Robinhood CDR (CAD Hedged) (HOOD $12.08)
  • $12.08 P/E (TTM): 35.36X Cap: $89.12B
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Q: Hi gang, would like to buy between RDDT OR HOOD. What would you suggest for 2-3 years hold. And at what price would you recommend and why,
Thanks. Alnoor

Upvote 2

Read Answer Asked by Alnoor on February 09, 2026

• Moody's Corporation (MCO $431.43)
  • $431.43 P/E (TTM): 32.27X Cap: $76.19B
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• S&P Global CDR (CAD Hedged) (SPGI $19.40)
  • $19.40 P/E (TTM): 29.25X Cap: $171.09B
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Q: Thoughts on AI's effect on these stocks. Are they getting lumped into selling software, and if so, how? Do you still recommend holding these? Thank you!

Upvote 4

Read Answer Asked by Neil on February 09, 2026

• Alphabet CDR (CAD Hedged) (GOOG $45.94)
  • $45.94 P/E (TTM): 37.19X Cap: $4.84T
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Q: Are you still very positive on Google after earnings? Big tech getting negative press with some calling to boycott due to connection to ICE. Do you think this can have any effect on Google? Thank you!

Upvote 8

Read Answer Asked by Neil on February 09, 2026

• Micron Technology Inc. (MU $367.46)
  • $367.46 P/E (TTM): 38.44X Cap: $430.89B
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Q: Hi 5I.
Samsung has announced that they will start large-scale production of the next generation of high-bandwidth memory chips as soon as this month which seems to be a significant threat to MU who's recent success lies in the production of HBM chips. I was about to take a position in MU and this news has dampened my decision. Your thoughts and guidance please.

Carl

Upvote 6

Read Answer Asked by Carl on February 09, 2026

• EnerSys (ENS $175.95)
  • $175.95 P/E (TTM): 21.22X Cap: $6.53B
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• Kratos Defense & Security Solutions Inc. (KTOS $78.56)
  • $78.56 P/E (TTM): 643.77X Cap: $14.98B
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• Rocket Lab Corporation (RKLB $70.99)
  • $70.99 Cap: $41.49B
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• Karman Holdings Inc. (KRMN $99.92)
  • $99.92 P/E (TTM): 1462.71X Cap: $13.17B
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Q: Hi 5 I
I’m rebalancing nvda, and thinking of purchasing defence which I don’t have. What would be first and second choice of ktos, krmn, rklb.
Also would ens system be a good buy right now, and if so where would it fit in with the above defence. Thanks very much for all your good advice.

Upvote 7

Read Answer Asked by Maurice on February 09, 2026

• McKesson Corporation (MCK $880.54)
  • $880.54 P/E (TTM): 25.3X Cap: $107.75B
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Q: Please review the earnings. Is this a buy for future growth? What would be a good entry point?

Upvote 3

Read Answer Asked by Dennis on February 09, 2026

• Microsoft Corporation (MSFT $373.12)
  • $373.12 P/E (TTM): 23.95X Cap: $2.75T
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Q: Hello Peter & Team,

Is there any reason in particular MSFT is down (almost 20%) in the past 3 months? At what price would you say MSFT is attractive to re-buy shares?

Thanks for all you do

gm

Upvote 6

Read Answer Asked by Gord on February 09, 2026

• The Trade Desk Inc. (TTD $22.16)
  • $22.16 P/E (TTM): 26.61X Cap: $10.45B
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• Dropbox Inc (DBX $22.80)
  • $22.80 P/E (TTM): 13.13X Cap: $5.41B
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• DocuSign Inc. (DOCU $47.52)
  • $47.52 P/E (TTM): 34.12X Cap: $9B
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• Elastic N.V. (ESTC $50.95)
  • $50.95 Cap: $5.16B
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• Asana Inc. Class A (ASAN $6.11)
  • $6.11 Cap: $1.44B
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Q: What are your thoughts on the software industry sell-off being an M&A catalyst? Any ideas on target companies being taken out?

Upvote 3

Read Answer Asked by Mike on February 09, 2026

• Take-Two Interactive Software Inc. (TTWO $196.02)
  • $196.02 Cap: $35.74B
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Q: Any insights on this company? I've heard this is about to blow up with Grand Theft Auto 6 ...thoughts?

Upvote 1

Read Answer Asked by Scott on February 09, 2026

• Amazon.com Inc. (AMZN $210.21)
  • $210.21 P/E (TTM): 29.31X Cap: $2.27T
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• NVIDIA Corporation (NVDA $175.78)
  • $175.78 P/E (TTM): 35.84X Cap: $4.34T
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Q: Peter; Would you switch from AMZN to NVDA today? Thanks.
Rod

Upvote 9

Read Answer Asked by Rodney on February 06, 2026

• Amazon.com Inc. (AMZN $210.21)
  • $210.21 P/E (TTM): 29.31X Cap: $2.27T
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• Alphabet Inc. (GOOG $285.65)
  • $285.65 P/E (TTM): 27.66X Cap: $3.51T
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• Micron Technology Inc. (MU $367.46)
  • $367.46 P/E (TTM): 38.44X Cap: $430.89B
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• NVIDIA Corporation (NVDA $175.78)
  • $175.78 P/E (TTM): 35.84X Cap: $4.34T
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• Teradyne Inc. (TER $309.20)
  • $309.20 P/E (TTM): 87.59X Cap: $50.62B
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• Nebius Group N.V. (NBIS $111.96)
  • $111.96 Cap: $27.40B
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Q: hi, with the recent downturn in tech, software, crypto, can I get your top 5 CDN and top 5 US stocks for purchase now ( in the tech, software or crypto space only ).
cheers, Chris

Upvote 27

Read Answer Asked by chris on February 06, 2026

• Amazon.com Inc. (AMZN $210.21)
  • $210.21 P/E (TTM): 29.31X Cap: $2.27T
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• Alphabet Inc. (GOOG $285.65)
  • $285.65 P/E (TTM): 27.66X Cap: $3.51T
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• Microsoft Corporation (MSFT $373.12)
  • $373.12 P/E (TTM): 23.95X Cap: $2.75T
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Q: Peter & Team, thanks for your calm in this stormy market. With Amzn, Goog, Msft etc indicating >$500B in Capex spend, who are the beneficiaries ? The chips are obvious but who else ? Are the copper companies part of the list ? What are the best names based upon valuation here ? Thank you.

Upvote 14

Read Answer Asked by Paul on February 06, 2026

• Broadcom Inc. (AVGO $314.86)
  • $314.86 P/E (TTM): 67.9X Cap: $1.50T
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• Broadcom CDR (CAD Hedged) (AVGO)
  • P/E (TTM): 67.61X
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Q: I have a recent purchase of AVGO:CDN stocks and am up 71%. I check my CIBC account for this stock and it shows a drop off the cliff price chart which I don't understand. I can't find any explanation for this. I see the dividend is very low and thought it was much higher when I bought the stocks. Can you shed any light on this?
Thanks

Upvote 5

Read Answer Asked by John on February 06, 2026

• Nebius Group N.V. (NBIS $111.96)
  • $111.96 Cap: $27.40B
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Q: how much of a connection to crypto does nebius have ?

Upvote 4

Read Answer Asked by Jean on February 06, 2026

• Crown Castle Inc. (CCI $77.16)
  • $77.16 P/E (TTM): 80.52X Cap: $33.55B
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Q: Hello,
I am at a loss with this stock. Do you think i should sell it or is it a hold ?
Thanks !
Nancy

Upvote 1

Read Answer Asked by Nancy on February 06, 2026

• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• Coinbase Global Inc (COIN $178.98)
  • $178.98 P/E (TTM): 45.08X Cap: $47.82B
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• ISHARES BITCOIN TR (IBIT $39.49)
  • $39.49 Cap: $55.64B
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• Nebius Group N.V. (NBIS $111.96)
  • $111.96 Cap: $27.40B
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• iShares Ethereum Trust ETF (ETHA $15.71)
  • $15.71 Cap: $6.91B
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• CoreWeave Inc. (CRWV $88.16)
  • $88.16 Cap: $46.03B
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• BitMine Immersion Technologies Inc. (BMNR $20.57)
  • $20.57 Cap: $9.66B
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Q: Hi, my question is; if one is to by today in the crypto space knowing all are volatile but looking for maximum return during this cycle with a long term hold. best opportunity to least

Thanks Dave

Upvote 6

Read Answer Asked by Dave on February 06, 2026

• Alphabet Inc. (GOOG $285.65)
  • $285.65 P/E (TTM): 27.66X Cap: $3.51T
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• Micron Technology Inc. (MU $367.46)
  • $367.46 P/E (TTM): 38.44X Cap: $430.89B
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• Teradyne Inc. (TER $309.20)
  • $309.20 P/E (TTM): 87.59X Cap: $50.62B
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Q: Hello
Please list each in order of preference. At today's price what would be your top 3 Canadian stocks to buy in each small cap, mid cap and large cap for a 3 year hold. Also your top 3 Canadian ETF'S and top 3 US stocks for a buy today. Last but not least what is your top 3 sectors going forward.
Thanks a million

Upvote 40

Read Answer Asked by j on February 06, 2026

• IREN Limited (IREN $39.89)
  • $39.89 P/E (TTM): 75.29X Cap: $13.76B
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• Nebius Group N.V. (NBIS $111.96)
  • $111.96 Cap: $27.40B
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Q: What do you think about the results. Would you be a buyer for next 3-5 years? How does it compare to NBIS?

Upvote 2

Read Answer Asked by Imtiaz on February 06, 2026

• Micron Technology Inc. (MU $367.46)
  • $367.46 P/E (TTM): 38.44X Cap: $430.89B
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• IREN Limited (IREN $39.89)
  • $39.89 P/E (TTM): 75.29X Cap: $13.76B
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• Nebius Group N.V. (NBIS $111.96)
  • $111.96 Cap: $27.40B
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Q: With IREN being down almost 30% over the past 5 days do you see a buying opportunity here? Are there other similar names that you'd prefer to buy on this dip?

Upvote 5

Read Answer Asked by Marcus on February 06, 2026

• Palo Alto Networks Inc. (PANW $157.30)
  • $157.30 P/E (TTM): 90.64X Cap: $125.02B
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• CrowdStrike Holdings Inc. (CRWD $391.36)
  • $391.36 Cap: $97.85B
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Q: Hi 5i,
Could you provide your opinion on the impact if any, of AI on cybersecurity software/companies. They can certainly use AI to their benefit, but can AI provide the same level of protection long term?

Upvote 4

Read Answer Asked by Donald on February 06, 2026