Investment Q&A

• Kratos Defense & Security Solutions Inc. (KTOS $60.25)
  • $60.25 P/E (TTM): 485.85X Cap: $11.55B
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Q: What do you think about KTOS? It has gone down a lot for a while and does not seem to move upwards.

Upvote 1

Read Answer Asked by Margita Elisabet on April 27, 2026

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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• Micron Technology Inc. (MU $521.29)
  • $521.29 P/E (TTM): 24.77X Cap: $568.70B
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• 5N Plus Inc. (VNP $31.66)
  • $31.66 P/E (TTM): 42.53X Cap: $2.88B
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• Advanced Micro Devices Inc. (AMD $328.49)
  • $328.49 P/E (TTM): 126.28X Cap: $526.94B
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• Amkor Technology Inc. (AMKR $70.69)
  • $70.69 P/E (TTM): 50.08X Cap: $17.90B
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• EnerSys (ENS $206.02)
  • $206.02 P/E (TTM): 26.09X Cap: $7.58B
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• Vertiv Holdings LLC Class A (VRT $302.05)
  • $302.05 P/E (TTM): 94.55X Cap: $117.16B
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• Ouster Inc. (OUST $25.40)
  • $25.40 Cap: $1.65B
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Q: I'm considering buying the following: MU, VRT, ENS, POET, VNP, AMD, OUST, AMKR..... Could you please order them in terms of anticipated returns, and ones you would buy first? Thank you!

Upvote 6

Read Answer Asked by Judith on April 27, 2026

• Alphabet Inc. (GOOGL $350.39)
  • $350.39 P/E (TTM): 32.41X Cap: $4.23T
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• Tesla Inc. (TSLA $372.22)
  • $372.22 P/E (TTM): 347.4X Cap: $1.41T
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Q: does Tesla and Google have shares in Space X? If so is this a way to play the Space X story?

Thanks Dave

Upvote 3

Read Answer Asked by Dave on April 27, 2026

• Lockheed Martin Corporation (LMT $507.05)
  • $507.05 P/E (TTM): 23.89X Cap: $118.11B
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• Northrop Grumman Corporation (NOC $571.72)
  • $571.72 P/E (TTM): 18.03X Cap: $82.06B
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• Kratos Defense & Security Solutions Inc. (KTOS $60.25)
  • $60.25 P/E (TTM): 485.85X Cap: $11.55B
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• RTX Corporation (RTX $172.91)
  • $172.91 P/E (TTM): 32.53X Cap: $236.58B
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• Ondas Inc (ONDS $9.53)
  • $9.53 Cap: $5.05B
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Q: Is it still time to be in defense stocks today ? If yes, witch ones and please specify in order of preference. Thanks.

Upvote 7

Read Answer Asked by Frank on April 27, 2026

• Prudential Financial Inc. (PRU $96.46)
  • $96.46 P/E (TTM): 9.57X Cap: $33.70B
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Q: Why did Prudential s stock go down ?I already hold some in my portfolio.Is it a good opportunity to buy more ,or is it better to sell?
Thanks !
Nancy

Upvote 1

Read Answer Asked by Nancy on April 27, 2026

• Tractor Supply Company (TSCO $34.44)
  • $34.44 P/E (TTM): 17.32X Cap: $18.72B
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Q: After last earnings report is Tractor Supply Company still a long term hold or sell?
Thanks

Upvote 1

Read Answer Asked by Ben on April 27, 2026

• RTX Corporation (RTX $172.91)
  • $172.91 P/E (TTM): 32.53X Cap: $236.58B
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Q: Good morning 5i,

At what price point does RTX become a favourable buy again? And has something crucial changed with it?

Thank you.

Upvote 3

Read Answer Asked by Adam on April 24, 2026

• RTX Corporation (RTX $172.91)
  • $172.91 P/E (TTM): 32.53X Cap: $236.58B
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Q: A bit weak lately. I would have thought with all the world unrest and "ammo" in high demand and being expended that they would be showing more strength. Thoughts please. Thanks

Upvote 3

Read Answer Asked by Stephen on April 24, 2026

• COMPASS Pathways Plc (CMPS $8.45)
  • $8.45 Cap: $1.08B
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Q: Psychedelic drug stocks are surging after Trump's order to fast-track development for medical use.

Any you would suggest to buy a small amount? Canada or US?
Thank you.

Upvote 2

Read Answer Asked by Ross on April 24, 2026

• Ichor Holdings (ICHR $64.09)
  • $64.09 Cap: $2.31B
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $446.60)
  • $446.60 P/E (TTM): 41.07X Cap: $30.01B
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• Cohu Inc. (COHU $44.28)
  • $44.28 Cap: $2.06B
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• FormFactor Inc. (FORM $134.96)
  • $134.96 P/E (TTM): 211.66X Cap: $11.39B
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• VanEck Vectors Semiconductor ETF (SMH $496.08)
  • $496.08 P/E (TTM): 33.74X Cap: $56.41B
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• Aehr Test Systems (AEHR $81.04)
  • $81.04 Cap: $2.64B
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Q: Looking at these 4 as confirmation of AI buildout. Do you agree? If so, would you advise taking position individually [please rank] or as a package [equal weight]? Or, on a risk/reward assessment, please recommend better investment choice for AI buildout [stocks or ETFs]. Thanks

Upvote 1

Read Answer Asked by sam on April 24, 2026

• Vicor Corporation (VICR $242.95)
  • $242.95 P/E (TTM): 102.92X Cap: $11.80B
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Q: Can you give an opinion on Vicor.
Thank You
Peter

Upvote 1

Read Answer Asked by Peter on April 24, 2026

• ServiceNow Inc. (NOW $87.82)
  • $87.82 P/E (TTM): 54.1X Cap: $93.29B
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Q: Could you please comment on their latest earnings and the market reaction? Thank you

Upvote 3

Read Answer Asked by Brent on April 24, 2026

• Planet Labs PBC Class A (PL $33.86)
  • $33.86 Cap: $13.66B
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• Firefly Aerospace Inc. (FLY $32.71)
  • $32.71 Cap: $5.61B
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Q: Hello Team,

What do you think of PL and its valuation now. The stock has been on a tear. Is it still burning through too much cash? How far are they from profitability? What rating do give their balance sheet? Would you invest in it today despite its very high valuation? Or will you wait for it to consolidate? Do you think that will happen after the War with Iran?

Would FLY be a good compliment to PL, given the increased interest in all things space? Or would invest in one only?

I appreciate your unbiased insight, Always! :)

Upvote 2

Read Answer Asked by Saeed on April 24, 2026

• Firefly Aerospace Inc. (FLY $32.71)
  • $32.71 Cap: $5.61B
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Q: Peter; Would you add some here ? Thanks.
Rod

Upvote 2

Read Answer Asked by Rodney on April 24, 2026

• EnerSys (ENS $206.02)
  • $206.02 P/E (TTM): 26.09X Cap: $7.58B
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• Ondas Inc (ONDS $9.53)
  • $9.53 Cap: $5.05B
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• UiPath Inc. Class A (PATH $10.40)
  • $10.40 P/E (TTM): 20.12X Cap: $5.53B
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• Ouster Inc. (OUST $25.40)
  • $25.40 Cap: $1.65B
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• Firefly Aerospace Inc. (FLY $32.71)
  • $32.71 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 4

Read Answer Asked by Bradley on April 24, 2026

• Beyond Meat Inc. (BYND $0.83)
  • $0.83 Cap: $398M
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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 $452.25)
  • $452.25 P/E (TTM): 57.23X Cap: $165.26B
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• KKR & Co. Inc. (KKR $99.70)
  • $99.70 P/E (TTM): 43.03X Cap: $90.40B
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• Blackstone Inc. (BX $120.29)
  • $120.29 P/E (TTM): 31.02X Cap: $90.18B
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• Brookfield Corporation Class A Limited (BN $43.44)
  • $43.44 P/E (TTM): 81.83X Cap: $99.26B
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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 $269.67)
  • $269.67 P/E (TTM): 49.36X Cap: $241.17B
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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 $241.49)
  • $241.49 P/E (TTM): 13.95X Cap: $98.30B
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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 $468.19)
  • $468.19 P/E (TTM): 26.38X Cap: $174.67B
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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