Investment Q&A

• McKesson Corporation (MCK $869.71)
  • $869.71 P/E (TTM): 24.97X Cap: $106.84B
  • View MCK Profile
  • View Questions on MCK

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 $364.92)
  • $364.92 P/E (TTM): 23.15X Cap: $2.74T
  • View MSFT Profile
  • View Questions on MSFT

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 $21.77)
  • $21.77 P/E (TTM): 25.21X Cap: $10.46B
  • View TTD Profile
  • View Questions on TTD
• Dropbox Inc (DBX $23.22)
  • $23.22 P/E (TTM): 12.22X Cap: $5.50B
  • View DBX Profile
  • View Questions on DBX
• DocuSign Inc. (DOCU $48.38)
  • $48.38 P/E (TTM): 33.15X Cap: $9.36B
  • View DOCU Profile
  • View Questions on DOCU
• Elastic N.V. (ESTC $49.60)
  • $49.60 Cap: $5.16B
  • View ESTC Profile
  • View Questions on ESTC
• Asana Inc. Class A (ASAN $6.09)
  • $6.09 Cap: $1.50B
  • View ASAN Profile
  • View Questions on ASAN

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 $195.50)
  • $195.50 Cap: $36.70B
  • View TTWO Profile
  • View Questions on TTWO

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 $205.76)
  • $205.76 P/E (TTM): 29.05X Cap: $2.26T
  • View AMZN Profile
  • View Questions on AMZN
• NVIDIA Corporation (NVDA $173.45)
  • $173.45 P/E (TTM): 35.59X Cap: $4.27T
  • View NVDA Profile
  • View Questions on NVDA

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 $205.76)
  • $205.76 P/E (TTM): 29.05X Cap: $2.26T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $288.50)
  • $288.50 P/E (TTM): 26.54X Cap: $3.59T
  • View GOOG Profile
  • View Questions on GOOG
• Micron Technology Inc. (MU $346.98)
  • $346.98 P/E (TTM): 32.11X Cap: $414.83B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $173.45)
  • $173.45 P/E (TTM): 35.59X Cap: $4.27T
  • View NVDA Profile
  • View Questions on NVDA
• Teradyne Inc. (TER $293.02)
  • $293.02 P/E (TTM): 85.44X Cap: $48.87B
  • View TER Profile
  • View Questions on TER
• Nebius Group N.V. (NBIS $99.01)
  • $99.01 Cap: $24.27B
  • View NBIS Profile
  • View Questions on NBIS

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 $205.76)
  • $205.76 P/E (TTM): 29.05X Cap: $2.26T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $288.50)
  • $288.50 P/E (TTM): 26.54X Cap: $3.59T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $364.92)
  • $364.92 P/E (TTM): 23.15X Cap: $2.74T
  • View MSFT Profile
  • View Questions on MSFT

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 $304.90)
  • $304.90 P/E (TTM): 65.16X Cap: $1.48T
  • View AVGO Profile
  • View Questions on AVGO
• Broadcom CDR (CAD Hedged) (AVGO)
  • P/E (TTM): 61.51X
  • View AVGO Profile
  • View Questions on AVGO

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 $99.01)
  • $99.01 Cap: $24.27B
  • View NBIS Profile
  • View Questions on NBIS

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 $80.64)
  • $80.64 P/E (TTM): 80.5X Cap: $35.24B
  • View CCI Profile
  • View Questions on CCI

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
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Coinbase Global Inc (COIN $166.82)
  • $166.82 P/E (TTM): 39.24X Cap: $45.68B
  • View COIN Profile
  • View Questions on COIN
• ISHARES BITCOIN TR (IBIT $37.41)
  • $37.41 Cap: $53.52B
  • View IBIT Profile
  • View Questions on IBIT
• Nebius Group N.V. (NBIS $99.01)
  • $99.01 Cap: $24.27B
  • View NBIS Profile
  • View Questions on NBIS
• iShares Ethereum Trust ETF (ETHA $15.29)
  • $15.29 Cap: $6.55B
  • View ETHA Profile
  • View Questions on ETHA
• CoreWeave Inc. (CRWV $75.48)
  • $75.48 Cap: $41.23B
  • View CRWV Profile
  • View Questions on CRWV
• BitMine Immersion Technologies Inc. (BMNR $18.51)
  • $18.51 Cap: $8.95B
  • View BMNR Profile
  • View Questions on BMNR

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 $288.50)
  • $288.50 P/E (TTM): 26.54X Cap: $3.59T
  • View GOOG Profile
  • View Questions on GOOG
• Micron Technology Inc. (MU $346.98)
  • $346.98 P/E (TTM): 32.11X Cap: $414.83B
  • View MU Profile
  • View Questions on MU
• Teradyne Inc. (TER $293.02)
  • $293.02 P/E (TTM): 85.44X Cap: $48.87B
  • View TER Profile
  • View Questions on TER

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 $32.46)
  • $32.46 P/E (TTM): 61.21X Cap: $11.32B
  • View IREN Profile
  • View Questions on IREN
• Nebius Group N.V. (NBIS $99.01)
  • $99.01 Cap: $24.27B
  • View NBIS Profile
  • View Questions on NBIS

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 $346.98)
  • $346.98 P/E (TTM): 32.11X Cap: $414.83B
  • View MU Profile
  • View Questions on MU
• IREN Limited (IREN $32.46)
  • $32.46 P/E (TTM): 61.21X Cap: $11.32B
  • View IREN Profile
  • View Questions on IREN
• Nebius Group N.V. (NBIS $99.01)
  • $99.01 Cap: $24.27B
  • View NBIS Profile
  • View Questions on NBIS

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 $160.47)
  • $160.47 P/E (TTM): 88.57X Cap: $131.10B
  • View PANW Profile
  • View Questions on PANW
• CrowdStrike Holdings Inc. (CRWD $389.51)
  • $389.51 Cap: $99.74B
  • View CRWD Profile
  • View Questions on CRWD

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

• Axon Enterprise Inc. (AXON $416.09)
  • $416.09 P/E (TTM): 281.25X Cap: $34.05B
  • View AXON Profile
  • View Questions on AXON

Q: Good afternoon,

I'm curious about your latest view on AXON. The recent price declines are quite significant. Is this a buying opportunity or a sign of more trouble in the near term? I'm considering selling a put or buying shares and wondering which of these 5i would consider at this point? If you'd consider selling a put, what would be your price target and timeframe?

Thanks as always for the wonderful service you provide to this investing community,

Lisa

Upvote 7

Read Answer Asked by Lisa on February 06, 2026

• Tesla CDR (CAD Hedged) (TSLA $32.08)
  • $32.08 P/E (TTM): 344.21X Cap: $1.88T
  • View TSLA Profile
  • View Questions on TSLA
• Robinhood CDR (CAD Hedged) (HOOD $11.00)
  • $11.00 P/E (TTM): 33.8X Cap: $80.19B
  • View HOOD Profile
  • View Questions on HOOD
• Broadcom CDR (CAD Hedged) (AVGO)
  • P/E (TTM): 61.51X
  • View AVGO Profile
  • View Questions on AVGO
• CrowdStrike CDR (CAD Hedged) (CRWD $30.47)
  • $30.47 Cap: $136.52B
  • View CRWD Profile
  • View Questions on CRWD

Q: Looking to purchase two of these CDR's. what order would you place them in, for pure upside from these levels
Thanks Dave

Upvote 3

Read Answer Asked by Dave on February 06, 2026

• Amazon.com Inc. (AMZN $205.76)
  • $205.76 P/E (TTM): 29.05X Cap: $2.26T
  • View AMZN Profile
  • View Questions on AMZN

Q: Your thoughts on Amazon's recent quarter. Thanks.
Robert

Upvote 9

Read Answer Asked by Robert on February 06, 2026

• Alphabet Inc. (GOOG $288.50)
  • $288.50 P/E (TTM): 26.54X Cap: $3.59T
  • View GOOG Profile
  • View Questions on GOOG
• Teradyne Inc. (TER $293.02)
  • $293.02 P/E (TTM): 85.44X Cap: $48.87B
  • View TER Profile
  • View Questions on TER
• Monolithic Power Systems Inc. (MPWR $1,073.31)
  • $1,073.31 P/E (TTM): 85.09X Cap: $54.98B
  • View MPWR Profile
  • View Questions on MPWR

Q: Peter, can you give me recommendations for three American stocks which you like? Thanks you

Upvote 12

Read Answer Asked by christianne on February 06, 2026

• Amrize Ltd (AMRZ $53.91)
  • $53.91 P/E (TTM): 20.47X Cap: $29.77B
  • View AMRZ Profile
  • View Questions on AMRZ

Q: What is your opinion of the stock for a buy at this time?
Thanks. Cheers

Upvote 1

Read Answer Asked by Hans on February 06, 2026