Investment Q&A

• EnerSys (ENS $210.54)
  • $210.54 P/E (TTM): 25.94X Cap: $7.71B
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• Ondas Inc (ONDS $10.95)
  • $10.95 Cap: $5.08B
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• UiPath Inc. Class A (PATH $10.46)
  • $10.46 P/E (TTM): 19.94X Cap: $5.43B
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• Ouster Inc. (OUST $26.92)
  • $26.92 Cap: $1.79B
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• Firefly Aerospace Inc. (FLY $34.51)
  • $34.51 Cap: $5.61B
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Q: Hello,

I have a relatively small position in UIpath Inc. and the stock price is now down about 40% since I purchased it.

Might it be time to move on, and if so, how would you rank the following in terms of potential replacements: OUST, ENS, FLY, ONDS.

Thanks very much,

Brad

Upvote 3

Read Answer Asked by Bradley on April 24, 2026

• Beyond Meat Inc. (BYND $0.91)
  • $0.91 Cap: $404M
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Q: Lots of volume and some nice gains lately!
Your analysis and guidance would be greatly appreciated here!
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 24, 2026

• Intuitive Surgical Inc. (ISRG $470.99)
  • $470.99 P/E (TTM): 58.59X Cap: $170.78B
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• KKR & Co. Inc. (KKR $100.73)
  • $100.73 P/E (TTM): 43.52X Cap: $90.78B
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• Blackstone Inc. (BX $120.37)
  • $120.37 P/E (TTM): 31.35X Cap: $90.28B
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• Brookfield Corporation Class A Limited (BN $44.82)
  • $44.82 P/E (TTM): 83.21X Cap: $101.68B
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Q: Hi, I have 7% BN and 1% KKR, BX & ISRG each. With ISRG/BX first quarter results out , i am thinking of bumping up from 1% to half position. Your suggestions please. Thanks S

Upvote 3

Read Answer Asked by S on April 24, 2026

• Texas Instruments Incorporated (TXN $269.50)
  • $269.50 P/E (TTM): 50.76X Cap: $252.32B
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Q: I’m very pleased with the nice bump from TXN today - can you please summarize their quarterly report?

Upvote 2

Read Answer Asked by Robert on April 24, 2026

• Adobe Inc. (ADBE $239.31)
  • $239.31 P/E (TTM): 14.3X Cap: $99.20B
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Q: Hi there,

Any news on Adobe today? It seems to be quite volatile lately - would you be interested in it at today’s price?

Thanks.

Upvote 1

Read Answer Asked by Robert on April 24, 2026

• Thermo Fisher Scientific Inc (TMO $468.04)
  • $468.04 P/E (TTM): 26.48X Cap: $174.48B
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Q: TMO seemed to be doing well but on April 23, following its reporting, Thermo Fisher's share price took a big hit. What is your view of its earnings ? Going forward do you see it as a favourable investment? And why or why not? Many thanks for your excellent service.

Upvote 3

Read Answer Asked by Leonard on April 24, 2026

• Strategy Inc (MSTR $169.20)
  • $169.20 Cap: $59.21B
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• Strategy Inc (STRC $99.45)
  • $99.45 Cap: $59.71B
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Q: These companies seem to be too good to be true. Are they?

Upvote 2

Read Answer Asked by michael on April 24, 2026

• Applied Optoelectronics Inc. (AAOI $145.78)
  • $145.78 Cap: $12.98B
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Q: Can you comment on the investment potential of this name?

Upvote 1

Read Answer Asked by Kim on April 23, 2026

• Medpace Holdings Inc. (MEDP $421.37)
  • $421.37 P/E (TTM): 26.83X Cap: $11.72B
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Q: Medpace has not had a great day after its earnings release. Has the market reaction been overdone? Is it time to move on to something else or hold on for some recovery? If its time to move on, what would you recommend in the health care field that has better growth prospects?

Upvote 1

Read Answer Asked by Gord on April 23, 2026

• Galaxy Digital Inc. (GLXY $25.05)
  • $25.05 Cap: $10.15B
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Q: Looking to increase holdings in GLXY from 1.5 to 3%. Any reason to wait until after quarter results announced before starting to add ?
Would appreciate your comments.
Thank you., as always.

Upvote 1

Read Answer Asked by Alexandra on April 23, 2026

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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Q: Have you changed your opinion on POET?

Upvote 1

Read Answer Asked by Judith on April 23, 2026

• SoFi Agentic AI ETF (AGIQ $22.28)
  • $22.28 P/E (TTM): 38.09X Cap: $9M
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Q: Dear 5i
What stock or ETF would you recommend to play on the AI agent theme ? What do you think of cursor ?
Thanks
Bill C

Upvote 2

Read Answer Asked by Bill on April 23, 2026

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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• Marvell Technology Inc. (MRVL $158.21)
  • $158.21 P/E (TTM): 53.52X Cap: $143.68B
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Q: Have been watching them for awhile now and am considering investing in them!
Would you please give me an analysis of them and would you seet hem continuing their upward momentum?
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 23, 2026

• Apple Inc. (AAPL $267.62)
  • $267.62 P/E (TTM): 34.31X Cap: $3.97T
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• Intuitive Surgical Inc. (ISRG $470.99)
  • $470.99 P/E (TTM): 58.59X Cap: $170.78B
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• ISHARES BITCOIN TR (IBIT $43.58)
  • $43.58 Cap: $62.06B
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Q: Hello 5I.
I would like to sell ISRG and IBIT and buy AAPL. I'm in a loss position on both ISRG and IBIT and can use the cap loss. And I like CEO change at AAPL. Any thoughts?

Carl

Upvote 2

Read Answer Asked by Carl on April 23, 2026

• Micron Technology Inc. (MU $524.56)
  • $524.56 P/E (TTM): 23.45X Cap: $560.16B
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• Teradyne Inc. (TER $401.98)
  • $401.98 P/E (TTM): 120.48X Cap: $65.45B
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• Nebius Group N.V. (NBIS $144.96)
  • $144.96 Cap: $35.04B
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• Firefly Aerospace Inc. (FLY $34.51)
  • $34.51 Cap: $5.61B
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Q: I have a small amount of money to invest in a speculative stock. I have half positions in MU and NBIS. Should I top one or both of these up, or would you start a quarter position in FLY or TER? Thanks

Upvote 8

Read Answer Asked by Gordon on April 22, 2026

• NVIDIA Corporation (NVDA $216.61)
  • $216.61 P/E (TTM): 42.5X Cap: $5.06T
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Q: Hello 5i
I have owned NVDA for many (thank you!!) so I’m aware of their business.
My question is: has NVDA now grown into a plodding large cap with somewhat muted annual share price gains? I guess I’m used to 50-100% annually. What do you see going forward?

Upvote 9

Read Answer Asked by Dave on April 22, 2026

• Honeywell International Inc. (HON $212.05)
  • $212.05 P/E (TTM): 28.96X Cap: $135.07B
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Q: How would you evaluate HON on those 3 points : dividends safety , growth potential VS edge AI, and current share price ?

Upvote 1

Read Answer Asked by Jean-Yves on April 22, 2026

• NVIDIA Corporation (NVDA $216.61)
  • $216.61 P/E (TTM): 42.5X Cap: $5.06T
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• Dollarama Inc. (DOL $169.07)
  • $169.07 P/E (TTM): 35.81X Cap: $46.32B
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• Celestica Inc. (CLS $576.75)
  • $576.75 P/E (TTM): 56.53X Cap: $64.49B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.49)
  • $169.49 P/E (TTM): 133.54X Cap: $224.15B
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• Kraken Robotics Inc. (PNG $8.01)
  • $8.01 Cap: $2.47B
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• Axon Enterprise Inc. (AXON $402.59)
  • $402.59 P/E (TTM): 262.99X Cap: $31.99B
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• Robinhood Markets Inc. (HOOD $83.95)
  • $83.95 P/E (TTM): 41.52X Cap: $76.30B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.16)
  • $61.16 P/E (TTM): 83.21X Cap: $139.12B
  • View BN Profile
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• Nebius Group N.V. (NBIS $144.96)
  • $144.96 Cap: $35.04B
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• Galaxy Digital Inc. (GLXY $25.05)
  • $25.05 Cap: $10.15B
  • View GLXY Profile
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Q: If YOU were starting a portfolio right now in this market, which 10 stocks (more or less in order) would you buy with pure growth on your mind? Ignore diversification for the purpose of this question. 3 - 5 year hold. Canadian or US Stocks.

A brief explanation for each.

Thanks so much!

Upvote 51

Read Answer Asked by Nick on April 22, 2026

• Vertiv Holdings LLC Class A (VRT $322.43)
  • $322.43 P/E (TTM): 94.86X Cap: $124.24B
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Q: Can you please comment on earnings

Upvote 2

Read Answer Asked by Bruce on April 22, 2026

• Intuitive Surgical Inc. (ISRG $470.99)
  • $470.99 P/E (TTM): 58.59X Cap: $170.78B
  • View ISRG Profile
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Q: Your opinion please on Intuitive Surgical’s latest quarter. Growth seems to be steady. What will it take to get the stock moving in the right direction again?
Thank you

Upvote 4

Read Answer Asked by Marty on April 22, 2026