Investment Q&A

• Netflix Inc. (NFLX $109.13)
  • $109.13 P/E (TTM): 4.49X Cap: $462.41B
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Q: I have 300 NFLX.TO CDRs, but I don't see any SPLIT for them. How/When will the SPLIT be reflected? Thanks Kindly!

Upvote 6

Read Answer Asked by Austin on November 27, 2025

• Health Care Select Sector SPDR (XLV $155.29)
  • $155.29 P/E (TTM): 23.97X Cap: $40.23B
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Q: XLV had a good run. Would you buy it here or wait for a pull back, Do you think that the healthcare sector has more momentum to the upside?
Thank. Cheers

Upvote 2

Read Answer Asked by Hans on November 27, 2025

• Brinker International Inc. (EAT $151.37)
  • $151.37 P/E (TTM): 15.94X Cap: $6.83B
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Q: Hell 5i team,

Can you support a buy on EAT even after today's major uptick? Is comparable sales and foot traffic growth enough to support growth over the long term (3-5 years)?

Upvote 1

Read Answer Asked by John on November 27, 2025

• Intuitive Surgical Inc. (ISRG $567.37)
  • $567.37 P/E (TTM): 75.76X Cap: $205.57B
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• NVIDIA Corporation (NVDA $179.92)
  • $179.92 P/E (TTM): 50.43X Cap: $4.37T
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• Booking Holdings Inc. (BKNG $4,891.81)
  • $4,891.81 P/E (TTM): 32.02X Cap: $157.68B
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• JPMorgan Chase & Co. (JPM $308.92)
  • $308.92 P/E (TTM): 15.5X Cap: $840.96B
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• Eli Lilly and Company (LLY $1,057.89)
  • $1,057.89 P/E (TTM): 52.62X Cap: $1T
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• United Rentals Inc. (URI $805.24)
  • $805.24 P/E (TTM): 21.0X Cap: $51.81B
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• Axon Enterprise Inc. (AXON $533.21)
  • $533.21 P/E (TTM): 171.26X Cap: $42.62B
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• EnerSys (ENS $142.52)
  • $142.52 P/E (TTM): 16.74X Cap: $5.26B
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• RTX Corporation (RTX $168.02)
  • $168.02 P/E (TTM): 35.92X Cap: $224.90B
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Q: What U.S. companies would you recommend for a US $ TFSA ?

Upvote 23

Read Answer Asked by Valerie on November 27, 2025

• NVIDIA Corporation (NVDA $179.92)
  • $179.92 P/E (TTM): 50.43X Cap: $4.37T
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Q: Looking to add an AI stock in the next month or so to my TFSA. Is Nvidia a good one to hold for a time and if not then who?

Thanks for the service.

Upvote 5

Read Answer Asked by Gregory on November 27, 2025

• Axon Enterprise Inc. (AXON $533.21)
  • $533.21 P/E (TTM): 171.26X Cap: $42.62B
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Q: Down significantly in the past 6 months, would this business be more reasonably valued now - and appropriate to step in at this point, to purchase for a long term hold?

Upvote 7

Read Answer Asked by Anthony on November 27, 2025

• Semtech Corporation (SMTC $72.01)
  • $72.01 P/E (TTM): 107.48X Cap: $6.86B
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Q: Hi,
What are your thoughts in Semtech's earnings? Mr. Market not too pleased.

Cheers, Chris

Upvote 1

Read Answer Asked by Christopher on November 26, 2025

• Fastly Inc. Class A (FSLY $11.76)
  • $11.76 Cap: $1.75B
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Q: Greetings 5i, what is your opinion about this company and its prospects? Hold or sell? Thank you.

Upvote 1

Read Answer Asked by Barbara on November 26, 2025

• KKR & Co. Inc. (KKR $122.19)
  • $122.19 P/E (TTM): 51.83X Cap: $108.91B
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• Apollo Global Management Inc. (APO $131.39)
  • $131.39 P/E (TTM): 19.22X Cap: $76.52B
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Q: I bought APO @ $184 & KKR @ $151 in my RIF account. Should I sell, or hold?? Thanks for your Outstanding service!

Upvote 1

Read Answer Asked by Austin on November 26, 2025

• Palo Alto Networks Inc. (PANW $187.73)
  • $187.73 P/E (TTM): 120.34X Cap: $132.52B
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• Check Point Software Technologies Ltd. (CHKP $187.05)
  • $187.05 Cap: $20.27B
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• Zscaler Inc. (ZS $243.28)
  • $243.28 Cap: $40.10B
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Q: ZS Could you comment on Q1.
Growth seems strong but the price is down pre market.
Is this a long term hold?
Thanks.

Upvote 1

Read Answer Asked by Harry on November 26, 2025

• Adobe Inc. (ADBE $322.85)
  • $322.85 P/E (TTM): 20.53X Cap: $134B
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• Accenture plc Class A (Ireland) (ACN $257.43)
  • $257.43 P/E (TTM): 20.58X Cap: $164.54B
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• Nike Inc. (NKE $65.39)
  • $65.39 P/E (TTM): 33.14X Cap: $96.65B
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• Thermo Fisher Scientific Inc (TMO $585.15)
  • $585.15 P/E (TTM): 34.13X Cap: $221.97B
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• TELUS Corporation (T $18.12)
  • $18.12 Cap: $28.04B
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• IDEXX Laboratories Inc. (IDXX $728.97)
  • $728.97 P/E (TTM): 62.69X Cap: $58.20B
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Q: Dear 5i,

I have a diverse portfolio with stocks and ETFs. Most of my portfolio is doing well. Want to know your thoughts about a few of my holdings that are not doing so well - Adobe, Nike, Accenture, TMO, IDXX and Telus.

What are your thoughts? Should I replace these with a US ETF or hold on. Thanks for your valuable advice as always.

Upvote 3

Read Answer Asked by Alka on November 26, 2025

• Apple Inc. (AAPL $283.10)
  • $283.10 P/E (TTM): 37.28X Cap: $4.12T
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• NVIDIA Corporation (NVDA $179.92)
  • $179.92 P/E (TTM): 50.43X Cap: $4.37T
  • View NVDA Profile
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• Axon Enterprise Inc. (AXON $533.21)
  • $533.21 P/E (TTM): 171.26X Cap: $42.62B
  • View AXON Profile
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• CrowdStrike Holdings Inc. (CRWD $504.13)
  • $504.13 Cap: $126.51B
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Q: Hi everyone at 5i thank you all for the great information love this service. So from an analytics point of view I am overweight tech and under weight industrials. Given the recent pull back is this a “good“ switch? This is in a registered account so no tax implications. I’m not that good at charts but it looks like there is some support at $500 for AXON? The other tech stocks I have are NVDA, SHOP, AAPL, CSU, LMN, TOI, of these CRWD is the worst performer only because of the date of acquiring it. I would love to hear your opinion. Thanks again for all your help.

Upvote 3

Read Answer Asked by Mark on November 26, 2025

• HIVE Digital Technologies Ltd. (HIVE $4.42)
  • $4.42 P/E (TTM): 28.0X Cap: $1.05B
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• Oscar Health Inc. Class A (OSCR $16.65)
  • $16.65 Cap: $4.40B
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• IREN Limited (IREN $48.49)
  • $48.49 P/E (TTM): 44.27X Cap: $13.55B
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Q: A couple of favourites amongst growth investors. Which do you think has better long term relevance? Does HIVE in Canada essentially have the same product offering as IREN?
Thanks

Upvote 3

Read Answer Asked by Curtis on November 26, 2025

• Quanta Services Inc. (PWR $452.23)
  • $452.23 P/E (TTM): 68.87X Cap: $67.43B
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• WSP Global Inc. (WSP $245.77)
  • $245.77 P/E (TTM): 36.56X Cap: $32.09B
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  • View Reports on WSP
• Stantec Inc. (STN $133.54)
  • $133.54 P/E (TTM): 31.85X Cap: $15.32B
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• AECOM (ACM $101.52)
  • $101.52 P/E (TTM): 24.5X Cap: $13.90B
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• iShares Global Infrastructure ETF (IGF $62.57)
  • $62.57 P/E (TTM): 4.39X Cap: $8.90B
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Q: Further to my previous question,would you consider these all as a buy at this time?
Thank you

Upvote 4

Read Answer Asked by John on November 26, 2025

• Alphabet Inc. (GOOG $315.12)
  • $315.12 P/E (TTM): 31.6X Cap: $3.86T
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• NVIDIA Corporation (NVDA $179.92)
  • $179.92 P/E (TTM): 50.43X Cap: $4.37T
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Q: NVDA down 5% more this morning. From 212$ down to 172$ this morning. Other chip stocks are moving up steady past weeks specially AVGO. Not the darling anymore. Competition taking over?

Upvote 9

Read Answer Asked by Denis on November 25, 2025

• Boston Omaha Corporation Class A (BOC $12.70)
  • $12.70 Cap: $399M
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Q: Hoping to re-visit this business, one year later. Is this any more appealing... a year after the departure of the co-CEO... and apparently still undervalued... or are the growth prospects still quite limited?

Upvote 1

Read Answer Asked by Anthony on November 25, 2025

• Hemisphere Energy Corporation (HME $2.17)
  • $2.17 P/E (TTM): 6.41X Cap: $193M
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• ONEOK Inc. (OKE $73.68)
  • $73.68 P/E (TTM): 13.39X Cap: $46.36B
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• Suncor Energy Inc. (SU $62.75)
  • $62.75 P/E (TTM): 14.25X Cap: $75.48B
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• Canadian Natural Resources Limited (CNQ $47.67)
  • $47.67 P/E (TTM): 14.92X Cap: $98.51B
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Q: what are your thoughts on this company please?

Upvote 4

Read Answer Asked by carl on November 25, 2025

• Meta Platforms Inc. (META $640.87)
  • $640.87 P/E (TTM): 28.7X Cap: $1.61T
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• Alphabet Inc. (GOOG $315.12)
  • $315.12 P/E (TTM): 31.6X Cap: $3.86T
  • View GOOG Profile
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• NVIDIA Corporation (NVDA $179.92)
  • $179.92 P/E (TTM): 50.43X Cap: $4.37T
  • View NVDA Profile
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Q: Hi,
Seeing the drop in NVDA makes me wonder if the talk that Meta is considering buying chips from GOOGL would really reduce NVDA's value this much? If you could weigh in with any comments and thoughts you have regarding this mornings drop I'd love to hear them!
Thanks!
D

Upvote 5

Read Answer Asked by Dawn on November 25, 2025

• Quanta Services Inc. (PWR $452.23)
  • $452.23 P/E (TTM): 68.87X Cap: $67.43B
  • View PWR Profile
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• AECOM (ACM $101.52)
  • $101.52 P/E (TTM): 24.5X Cap: $13.90B
  • View ACM Profile
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• iShares Global Infrastructure ETF (IGF $62.57)
  • $62.57 P/E (TTM): 4.39X Cap: $8.90B
  • View IGF Profile
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Q: What are your favorite stocks in the infrastructure space,one each in Canada and the U.S. and also is there an etf in this area that you like?
Thank you

Upvote 6

Read Answer Asked by John on November 25, 2025

• Honeywell International Inc. (HON $190.22)
  • $190.22 P/E (TTM): 20.25X Cap: $120.76B
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• Solstice Advanced Materials Inc. (SOLS $47.72)
  • $47.72 Cap: $7.57B
  • View SOLS Profile
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Q: Hello,

Now that Honeywell has spun out SOLS, is the spin off worth keeping?

Thanks.

Upvote 2

Read Answer Asked by Sarj on November 25, 2025