Investment Q&A

• Rigetti Computing Inc. (RGTI $24.02)
  • $24.02 Cap: $7.73B
  • View RGTI Profile
  • View Questions on RGTI

Q: Hi, is RGTI Rigetti is a by now ?
thanks
Jean Guy

Upvote 1

Read Answer Asked by Jean Guy on November 28, 2025

• Alphabet Inc. (GOOG $316.13)
  • $316.13 P/E (TTM): 31.6X Cap: $3.79T
  • View GOOG Profile
  • View Questions on GOOG

Q: Please provide an analysis of the recent issuing of debt by GOOG. They have $100 billion of cash on the balance sheet and oodles of FCF. Feels like they shouldn't need to issue this debt. Do you feel it is a good move or is it concerning in any way?

Upvote 7

Read Answer Asked by Robert on November 28, 2025

• NVIDIA Corporation (NVDA $181.39)
  • $181.39 P/E (TTM): 50.43X Cap: $4.37T
  • View NVDA Profile
  • View Questions on NVDA
• Palantir Technologies Inc. (PLTR $170.91)
  • $170.91 P/E (TTM): 561.5X Cap: $399.20B
  • View PLTR Profile
  • View Questions on PLTR

Q: Michael Burry ( of The Big Short fame) has recently attracted much attention over his analysis and commentary on some the major AI companies. I was wondering whether you had conducted any review of his rationale and reasoning around his positioning

Angus

Upvote 7

Read Answer Asked by angus on November 28, 2025

• Broadcom Inc. (AVGO $381.31)
  • $381.31 P/E (TTM): 102.8X Cap: $1.82T
  • View AVGO Profile
  • View Questions on AVGO
• Advanced Micro Devices Inc. (AMD $215.89)
  • $215.89 P/E (TTM): 108.12X Cap: $357.77B
  • View AMD Profile
  • View Questions on AMD
• MP Materials Corp. (MP $61.37)
  • $61.37 Cap: $10.29B
  • View MP Profile
  • View Questions on MP
• Applied Digital Corp. (APLD $28.89)
  • $28.89 Cap: $7.88B
  • View APLD Profile
  • View Questions on APLD

Q: Would you consider any of these stocks a buy?

Upvote 3

Read Answer Asked by Brian on November 28, 2025

• Las Vegas Sands Corp. (LVS $68.61)
  • $68.61 P/E (TTM): 30.98X Cap: $46.98B
  • View LVS Profile
  • View Questions on LVS

Q: what is driving the run-up in LVS and is it sustainable?

Upvote 3

Read Answer Asked by Julie on November 27, 2025

• Netflix Inc. (NFLX $109.55)
  • $109.55 P/E (TTM): 4.49X Cap: $462.41B
  • View NFLX Profile
  • View Questions on NFLX

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 $154.63)
  • $154.63 P/E (TTM): 23.97X Cap: $40.23B
  • View XLV Profile
  • View Questions on XLV

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 $149.42)
  • $149.42 P/E (TTM): 15.94X Cap: $6.72B
  • View EAT Profile
  • View Questions on EAT

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 $568.28)
  • $568.28 P/E (TTM): 75.76X Cap: $203.38B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $181.39)
  • $181.39 P/E (TTM): 50.43X Cap: $4.37T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,159.28)
  • $5,159.28 P/E (TTM): 32.02X Cap: $157.68B
  • View BKNG Profile
  • View Questions on BKNG
• JPMorgan Chase & Co. (JPM $308.43)
  • $308.43 P/E (TTM): 15.5X Cap: $840.96B
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY $1,048.21)
  • $1,048.21 P/E (TTM): 52.62X Cap: $1T
  • View LLY Profile
  • View Questions on LLY
• United Rentals Inc. (URI $805.43)
  • $805.43 P/E (TTM): 21.0X Cap: $51.81B
  • View URI Profile
  • View Questions on URI
• Axon Enterprise Inc. (AXON $538.39)
  • $538.39 P/E (TTM): 171.26X Cap: $42.07B
  • View AXON Profile
  • View Questions on AXON
• EnerSys (ENS $146.00)
  • $146.00 P/E (TTM): 16.74X Cap: $5.26B
  • View ENS Profile
  • View Questions on ENS
• RTX Corporation (RTX $168.83)
  • $168.83 P/E (TTM): 35.92X Cap: $224.90B
  • View RTX Profile
  • View Questions on RTX

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 $181.39)
  • $181.39 P/E (TTM): 50.43X Cap: $4.37T
  • View NVDA Profile
  • View Questions on NVDA

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 $538.39)
  • $538.39 P/E (TTM): 171.26X Cap: $42.07B
  • View AXON Profile
  • View Questions on AXON

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 $73.44)
  • $73.44 P/E (TTM): 107.48X Cap: $6.66B
  • View SMTC Profile
  • View Questions on SMTC

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 $11.52)
  • $11.52 Cap: $1.75B
  • View FSLY Profile
  • View Questions on FSLY

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 $123.80)
  • $123.80 P/E (TTM): 51.83X Cap: $108.91B
  • View KKR Profile
  • View Questions on KKR
• Apollo Global Management Inc. (APO $133.11)
  • $133.11 P/E (TTM): 19.22X Cap: $76.26B
  • View APO Profile
  • View Questions on APO

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 $190.31)
  • $190.31 P/E (TTM): 120.34X Cap: $130.84B
  • View PANW Profile
  • View Questions on PANW
• Check Point Software Technologies Ltd. (CHKP $188.71)
  • $188.71 Cap: $20.27B
  • View CHKP Profile
  • View Questions on CHKP
• Zscaler Inc. (ZS $241.14)
  • $241.14 Cap: $38.79B
  • View ZS Profile
  • View Questions on ZS

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 $324.19)
  • $324.19 P/E (TTM): 20.53X Cap: $135.14B
  • View ADBE Profile
  • View Questions on ADBE
• Accenture plc Class A (Ireland) (ACN $262.85)
  • $262.85 P/E (TTM): 20.58X Cap: $169.43B
  • View ACN Profile
  • View Questions on ACN
• Nike Inc. (NKE $65.27)
  • $65.27 P/E (TTM): 33.14X Cap: $96.65B
  • View NKE Profile
  • View Questions on NKE
• Thermo Fisher Scientific Inc (TMO $582.90)
  • $582.90 P/E (TTM): 34.13X Cap: $219.84B
  • View TMO Profile
  • View Questions on TMO
• TELUS Corporation (T $18.18)
  • $18.18 Cap: $28.04B
  • View T Profile
  • View Questions on T
• IDEXX Laboratories Inc. (IDXX $734.37)
  • $734.37 P/E (TTM): 62.69X Cap: $58.20B
  • View IDXX Profile
  • View Questions on IDXX

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 $286.37)
  • $286.37 P/E (TTM): 37.28X Cap: $4.18T
  • View AAPL Profile
  • View Questions on AAPL
• NVIDIA Corporation (NVDA $181.39)
  • $181.39 P/E (TTM): 50.43X Cap: $4.37T
  • View NVDA Profile
  • View Questions on NVDA
• Axon Enterprise Inc. (AXON $538.39)
  • $538.39 P/E (TTM): 171.26X Cap: $42.07B
  • View AXON Profile
  • View Questions on AXON
• CrowdStrike Holdings Inc. (CRWD $516.44)
  • $516.44 Cap: $126.51B
  • View CRWD Profile
  • View Questions on CRWD

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 $4.56)
  • $4.56 P/E (TTM): 28.0X Cap: $1.05B
  • View HIVE Profile
  • View Questions on HIVE
• Oscar Health Inc. Class A (OSCR $16.86)
  • $16.86 Cap: $4.40B
  • View OSCR Profile
  • View Questions on OSCR
• IREN Limited (IREN $43.50)
  • $43.50 P/E (TTM): 44.27X Cap: $13.55B
  • View IREN Profile
  • View Questions on IREN

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 $454.39)
  • $454.39 P/E (TTM): 68.87X Cap: $67.43B
  • View PWR Profile
  • View Questions on PWR
• WSP Global Inc. (WSP $243.19)
  • $243.19 P/E (TTM): 36.56X Cap: $32.09B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $132.29)
  • $132.29 P/E (TTM): 31.85X Cap: $15.23B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• AECOM (ACM $102.06)
  • $102.06 P/E (TTM): 24.5X Cap: $13.90B
  • View ACM Profile
  • View Questions on ACM
• iShares Global Infrastructure ETF (IGF $62.39)
  • $62.39 P/E (TTM): 4.39X Cap: $8.90B
  • View IGF Profile
  • View Questions on IGF

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 $316.13)
  • $316.13 P/E (TTM): 31.6X Cap: $3.79T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $181.39)
  • $181.39 P/E (TTM): 50.43X Cap: $4.37T
  • View NVDA Profile
  • View Questions on NVDA

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