Investment Q&A

• Advanced Energy Industries Inc. (AEIS $255.36)
  • $255.36 P/E (TTM): 67.16X Cap: $9.95B
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• MKS Inc. (MKSI $235.41)
  • $235.41 P/E (TTM): 57.0X Cap: $15.81B
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• MACOM Technology Solutions Holdings Inc. (MTSI $219.06)
  • $219.06 Cap: $16.97B
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• Credo Technology Group Holding Ltd (CRDO $125.28)
  • $125.28 P/E (TTM): 108.0X Cap: $22.62B
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Q: Hi team,

These 4 companies in the field of AI are apparently considered undervalued by Bank of America.

Do you think they are a good buy now for a growth portfolio ?

Gratefully,

Jacques IDS

Upvote 1

Read Answer Asked by Jacques on January 29, 2026

• EnerSys (ENS $180.19)
  • $180.19 P/E (TTM): 21.07X Cap: $6.65B
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• Karman Holdings Inc. (KRMN $103.80)
  • $103.80 P/E (TTM): 1482.86X Cap: $13.73B
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• Voyager Technologies Inc. Class A (VOYG $30.53)
  • $30.53 Cap: $2.08B
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Q: Re your question from WIB today.

You suggested these names as great small caps for growth.

Cudos to you but YTD ENS is +22% and +80% 1 year. KRMN is +54% YTD and VOYG is +30% YTD.

This is extraordinary performance congrats. Given these outsized short term gains what would your purchase strategy be today if you do not own them. Buy at market, wait for a pull back, average in etc etc?

Please advise.


With thanks

Sheldon

Upvote 6

Read Answer Asked by Sheldon on January 29, 2026

• Seagate Technology Holdings PLC (STX $407.69)
  • $407.69 P/E (TTM): 52.34X Cap: $79.39B
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Q: My son ( Mech. Eng.) Has held STX for quite a while and others in the tech. sector. He is telling me to buy this stock.
What do you think?
STX: follow-up to my question on STX - they seem to have a lot of debt; buy very high ROE which tells me they are making a fair bit of money. Comment please.

Upvote 4

Read Answer Asked by James on January 29, 2026

• Visa Inc. (V $321.83)
  • $321.83 P/E (TTM): 31.55X Cap: $619.75B
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• Berkshire Hathaway Inc. (BRK.B $480.53)
  • $480.53 P/E (TTM): 15.37X Cap: $1.03T
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Q: I own both BRK.b and V in my RSP and TFSA and see their relative strength both peaked at last year's market bottom along with the safety trade in general. Do you feel the markets are more risk-on these days to the point where I should let V go for something more "aggressive" in the financial space while keeping the diversity of BRK.b? Thanks!

Upvote 3

Read Answer Asked by Michael on January 29, 2026

• Rocket Lab Corporation (RKLB $80.07)
  • $80.07 Cap: $42.76B
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• Ouster Inc. (OUST $20.83)
  • $20.83 Cap: $1.24B
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Q: If you could only own 1? BTW, my portfolio was up 51% last year, 5i staff deserve a huge tx, not only with the stock picks but portfolio managment skills I've learned, Cant thank you enough!

Upvote 5

Read Answer Asked by Charles on January 29, 2026

• Amphenol Corporation (APH $144.08)
  • $144.08 P/E (TTM): 48.03X Cap: $176.36B
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• Arista Networks Inc. (ANET $141.74)
  • $141.74 P/E (TTM): 53.69X Cap: $178.49B
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Q: Can I please have your feedback on APH vs ANET.

What would you prefer and why for buying today with long term hold?

APH seems to be safer and more diversified (bonus points for unique decentralized management approach) whereas ANET is a bit more growthy but comes with higher concentration risk. Both have similar market caps and P/E and have minimal to no dividends so easy comparison there.

Appreciate your thoughts...

Upvote 2

Read Answer Asked by Marco on January 29, 2026

• Ramaco Resources Inc. (METC $19.51)
  • $19.51 Cap: $1.33B
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Q: Any thoughts on METC’s value as a source of short Put income or as a potential medium to long-term hold?
Thnks

Upvote 1

Read Answer Asked by David on January 29, 2026

• IonQ Inc. (IONQ $39.98)
  • $39.98 Cap: $14.16B
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Q: Hi Peter & Ryan, what are the chances of a higher bid for SKYT ? Their stacked technology looks unique. Would you continue to hold SKYT or sell ? Thank you.

Upvote 2

Read Answer Asked by Paul on January 29, 2026

• Atlassian Corporation (TEAM $118.18)
  • $118.18 Cap: $31.10B
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Q: Hi 5i
Could I have your assessment of TEAM please.
Thank you

Upvote 1

Read Answer Asked by mike on January 29, 2026

• Lantheus Holdings Inc. (LNTH $66.92)
  • $66.92 P/E (TTM): 28.24X Cap: $4.43B
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Q: Hi
Could I have your current thoughts here. I currently hold and tend to do so (generally) for the long term but questioning my own reasoning on this one.
Thanks

Upvote 1

Read Answer Asked by mike on January 29, 2026

• Coherent Corp. (COHR $212.18)
  • $212.18 P/E (TTM): 298.85X Cap: $39.76B
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• Uber Technologies Inc. (UBER $80.05)
  • $80.05 P/E (TTM): 10.29X Cap: $166.33B
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Q: Hello Team,
Which of these two very different companies would you prefer for and why for a two to three year hold.
Kind Regards,
Barry

Upvote 2

Read Answer Asked by Barry on January 29, 2026

• State Street Consumer Staples Select Sector SPDR ETF (XLP $83.51)
  • $83.51 P/E (TTM): 24.94X Cap: $16.24B
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• State Street Health Care Select Sector SPDR ETF (XLV $154.74)
  • $154.74 P/E (TTM): 23.97X Cap: $41.12B
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• INVESCO QQQ Trust (QQQ $621.87)
  • $621.87 P/E (TTM): 30.22X Cap: $409.43B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $121.17)
  • $121.17 P/E (TTM): 34.95X Cap: $23.78B
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• iShares U.S. Industrials ETF (IYJ $153.89)
  • $153.89 P/E (TTM): 25.73X Cap: $1.92B
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• State Street Materials Select Sector SPDR ETF (XLB $49.27)
  • $49.27 P/E (TTM): 26.04X Cap: $5.94B
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• State Street Energy Select Sector SPDR ETF (XLE $51.05)
  • $51.05 P/E (TTM): 17.33X Cap: $31.63B
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• Vanguard Communication Services ETF (VOX $199.46)
  • $199.46 P/E (TTM): 16.53X Cap: $6.42B
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• Vanguard Financials ETF (VFH $130.89)
  • $130.89 P/E (TTM): 16.41X Cap: $13.45B
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• Vanguard Utilities ETF (VPU $187.99)
  • $187.99 P/E (TTM): 23.28X Cap: $7.98B
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• iShares U.S. Real Estate ETF (IYR $96.21)
  • $96.21 P/E (TTM): 31.94X Cap: $4.18B
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Q: Can you share your top US ETF picks for each sector? Thanks!

Upvote 6

Read Answer Asked by Patricia on January 29, 2026

• Axon Enterprise Inc. (AXON $483.58)
  • $483.58 P/E (TTM): 152.55X Cap: $38.38B
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• Wrap Technologies Inc. (WRAP $2.18)
  • $2.18 Cap: $124M
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Q: This news could be causing the slide in Axon today as well..

https://ir.wrap.com/news-events/press-releases/detail/379/wrap-advances-wrapvision-with-u-s-produced-ndaa-compliant

Upvote 2

Read Answer Asked by Keith on January 28, 2026

• Axon Enterprise Inc. (AXON $483.58)
  • $483.58 P/E (TTM): 152.55X Cap: $38.38B
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Q: ANy news on the sell off today - has been acting poorly lately Still like its prospects?

Upvote 2

Read Answer Asked by Scott on January 28, 2026

• Amazon.com Inc. (AMZN $239.30)
  • $239.30 P/E (TTM): 33.8X Cap: $2.55T
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• Alphabet Inc. (GOOG $338.53)
  • $338.53 P/E (TTM): 33.42X Cap: $4.07T
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• Intuitive Surgical Inc. (ISRG $504.22)
  • $504.22 P/E (TTM): 66.61X Cap: $178.74B
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• Booking Holdings Inc. (BKNG $5,001.84)
  • $5,001.84 P/E (TTM): 32.58X Cap: $161.22B
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• JPMorgan Chase & Co. (JPM $305.89)
  • $305.89 P/E (TTM): 15.14X Cap: $832.71B
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• Eli Lilly and Company (LLY $1,037.15)
  • $1,037.15 P/E (TTM): 50.74X Cap: $980.50B
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• United Rentals Inc. (URI $782.06)
  • $782.06 P/E (TTM): 20.15X Cap: $49.26B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.29)
  • $45.29 P/E (TTM): 23.36X Cap: $8.53B
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• RTX Corporation (RTX $200.93)
  • $200.93 P/E (TTM): 41.26X Cap: $269.40B
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Q: I have a LIRA account and don’t plan to make any withdrawals for the next 15 years. I’m looking for “buy-and-hold” stock and/or ETF investment ideas that would suit this long-term timeframe.

I’m open to a mix of individual stocks and ETFs, across both Canadian and U.S. markets. Given the long horizon, I’m comfortable with experiencing periods of market volatility.

Any additional suggestions on how you would approach this situation if it were your own account would be greatly appreciated.

Thank you

Upvote 14

Read Answer Asked by Luc on January 28, 2026

• Apple Inc. (AAPL $259.48)
  • $259.48 P/E (TTM): 34.78X Cap: $3.81T
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• GE Aerospace (GE $306.79)
  • $306.79 P/E (TTM): 40.96X Cap: $321.76B
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• Coca-Cola Company (The) (KO $74.81)
  • $74.81 P/E (TTM): 24.85X Cap: $321.80B
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• Mastercard Incorporated (MA $538.79)
  • $538.79 P/E (TTM): 34.45X Cap: $483.83B
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• Moody's Corporation (MCO $515.56)
  • $515.56 P/E (TTM): 41.48X Cap: $91.97B
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• Visa Inc. (V $321.83)
  • $321.83 P/E (TTM): 31.55X Cap: $619.75B
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• S&P Global Inc. (SPGI $527.79)
  • $527.79 P/E (TTM): 38.38X Cap: $159.81B
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Q: I read the article by Larry Swedroe of Morningstar about Warren Buffets investing methods from this weekend's 5i suggested reading and was intrigued by the strong intangible moat that is used to describe some of the companies he invested in, can you suggest a couple of companies you feel reflect this currently. Keith

Upvote 4

Read Answer Asked by Keith on January 28, 2026

• General Dynamics Corporation (GD $351.09)
  • $351.09 P/E (TTM): 22.77X Cap: $94.83B
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• Lockheed Martin Corporation (LMT $634.22)
  • $634.22 P/E (TTM): 35.31X Cap: $145.92B
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• Northrop Grumman Corporation (NOC $692.26)
  • $692.26 P/E (TTM): 24.9X Cap: $98.24B
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• CAE Inc. (CAE $43.64)
  • $43.64 P/E (TTM): 32.09X Cap: $14.03B
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• AeroVironment Inc. (AVAV $278.39)
  • $278.39 Cap: $13.89B
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• Kraken Robotics Inc. (PNG $7.98)
  • $7.98 P/E (TTM): 133.0X Cap: $2.44B
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• Kratos Defense & Security Solutions Inc. (KTOS $103.01)
  • $103.01 P/E (TTM): 792.38X Cap: $17.39B
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• RTX Corporation (RTX $200.93)
  • $200.93 P/E (TTM): 41.26X Cap: $269.40B
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• Palantir Technologies Inc. (PLTR $146.59)
  • $146.59 P/E (TTM): 349.02X Cap: $349.38B
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• MDA Space Ltd. (MDA $38.43)
  • $38.43 P/E (TTM): 45.21X Cap: $4.85B
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• Karman Holdings Inc. (KRMN $103.80)
  • $103.80 P/E (TTM): 1482.86X Cap: $13.73B
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Q: what would your top 10 defense stocks be?

Upvote 21

Read Answer Asked by hal on January 28, 2026

• Netskope Inc. (NTSK $14.85)
  • $14.85 Cap: $5.83B
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Q: Can you give me your assessment on Netskope, as a high growth cyber security investment? Does it look like an opportunity to buy?

Upvote 1

Read Answer Asked by Adam on January 28, 2026

• Lockheed Martin Corporation (LMT $634.22)
  • $634.22 P/E (TTM): 35.31X Cap: $145.92B
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• Northrop Grumman Corporation (NOC $692.26)
  • $692.26 P/E (TTM): 24.9X Cap: $98.24B
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• L3Harris Technologies Inc. (LHX $342.85)
  • $342.85 P/E (TTM): 36.83X Cap: $64.13B
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• Rocket Lab Corporation (RKLB $80.07)
  • $80.07 Cap: $42.76B
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• Karman Holdings Inc. (KRMN $103.80)
  • $103.80 P/E (TTM): 1482.86X Cap: $13.73B
  • View KRMN Profile
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Q: hello 5i:
President Trump is going to go ahead with the Golden Dome, whether Canada participates or not. It sounds as if most Democrats also support and would continue the program. In your estimation, which companies would participate or benefit most from this undertaking?
thanks
Paul L

Upvote 8

Read Answer Asked by Paul on January 28, 2026

• Penguin Solutions Inc. (PENG $19.21)
  • $19.21 P/E (TTM): 66.7X Cap: $1.03B
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Q: Can you please provide an opinion on $peng? Is it an overlooked gem?

Upvote 1

Read Answer Asked by Kel on January 28, 2026