Investment Q&A

• Nike Inc. (NKE $44.19)
  • $44.19 P/E (TTM): 28.52X Cap: $64.98B
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• Crocs Inc. (CROX $104.51)
  • $104.51 Cap: $5.25B
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• Axon Enterprise Inc. (AXON $415.56)
  • $415.56 P/E (TTM): 252.05X Cap: $30.66B
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• Celsius Holdings Inc. (CELH $34.28)
  • $34.28 P/E (TTM): 134.08X Cap: $8.42B
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Q: Do you think its worth holding on to Nike at this point? I can be patient but are there better places to be?

Upvote 3

Read Answer Asked by Andrew on March 03, 2026

• Intercontinental Exchange Inc. (ICE $154.36)
  • $154.36 P/E (TTM): 26.91X Cap: $86.74B
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Q: what percent of poly market is held by ICE and would it be enough to move the value of ICE should poly market eventually go public thanks Richard

Upvote 1

Read Answer Asked by richard on March 03, 2026

• AeroVironment Inc. (AVAV $171.37)
  • $171.37 Cap: $8.32B
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Q: What is going on with AVAV today,? Down 20%. Is it a buying opportunity?

Upvote 4

Read Answer Asked by Antoinette on March 02, 2026

• Ucore Rare Metals Inc. (UCU $5.86)
  • $5.86 Cap: $691M
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• Cellebrite DI Ltd. (CLBT $13.71)
  • $13.71 Cap: $3.28B
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• Nebius Group N.V. (NBIS $192.30)
  • $192.30 Cap: $49.53B
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• Circle Internet Group Inc. Class A (CRCL $116.95)
  • $116.95 Cap: $30.11B
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• Robinhood CDR (CAD Hedged) (HOOD $12.80)
  • $12.80 P/E (TTM): 37.58X Cap: $97.49B
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Q: Do you see, in the next 3-5 years,significant upside for these stocks?If so what would see as a good entry point for each?
Thank you

Upvote 8

Read Answer Asked by John on March 02, 2026

• Lumentum Holdings Inc. (LITE $898.84)
  • $898.84 P/E (TTM): 292.52X Cap: $67.42B
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• Coherent Corp. (COHR $336.78)
  • $336.78 P/E (TTM): 325.95X Cap: $64.61B
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Q: I understand NVDA is putting 2Billion each into both COHR & LITE. I’m happy with COHR, up almost 400% now at a 5% weighting. Probably should start to look at selling some to keep the weighting down. Is LITE investable with its 220 P/E? One other question is NVDA getting shares for their 2 Billion?
Jim

Upvote 3

Read Answer Asked by James on March 02, 2026

• Blue Owl Capital Inc. Class A (OWL $10.37)
  • $10.37 P/E (TTM): 107.5X Cap: $16.43B
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Q: Hello Team,
Could I have your opinion on Blue Owl please.
Many thanks!

Upvote 3

Read Answer Asked by Issaku on March 02, 2026

• Intuitive Surgical Inc. (ISRG $458.86)
  • $458.86 P/E (TTM): 54.85X Cap: $159.98B
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• AbbVie Inc. (ABBV $204.10)
  • $204.10 P/E (TTM): 87.33X Cap: $362.64B
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• Eli Lilly and Company (LLY $979.60)
  • $979.60 P/E (TTM): 43.09X Cap: $929.54B
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• Merck & Company Inc. (MRK $112.18)
  • $112.18 P/E (TTM): 15.54X Cap: $280.47B
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• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $66.55)
  • $66.55 P/E (TTM): 23.24X Cap: $165M
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• iShares U.S. Healthcare ETF (IYH $61.15)
  • $61.15 P/E (TTM): 24.16X Cap: $2.80B
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Q: The sector rotations in the markets are wreaking havoc on my portfolio balance, mostly in a good way. The healthcare sector overall is down and the limited successes seem expensive. Also, the US government is pushing pharma to reduce their margins.
Do you feel that it is a good time to invest in healthcare and if so could you recommend stocks and etfs for broader exposure? For years, the etfs seem to have underperformed.

Thank you!

Upvote 9

Read Answer Asked by Peter on March 02, 2026

• CRISPR Therapeutics AG (CRSP $55.02)
  • $55.02 Cap: $5.31B
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Q: May I have your read on the reported earnings and prospects for CRSP please.

Upvote 2

Read Answer Asked by Mike on March 02, 2026

• Berkshire Hathaway Inc. (BRK.A $710,000.00)
  • $710,000.00 P/E (TTM): 15.03X Cap: $1.01T
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• Berkshire Hathaway Inc. (BRK.B $472.62)
  • $472.62 P/E (TTM): 15.02X Cap: $1T
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Q: Hi 5i,

Would you please comment the result and seem not that good. Does it relate to the new CEO? Please kindly advise the price to buy-in and the target price as well. Many thanks.

Upvote 2

Read Answer Asked by kwokwai on March 02, 2026

• Vertiv Holdings LLC Class A (VRT $346.76)
  • $346.76 P/E (TTM): 100.01X Cap: $137.86B
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Q: Hello Everyone at 5i!
What do you think is the long term prospects of Vertiv Holdings . I am up significantly and am thinking of taking a wee bit of money off the table.

Upvote 5

Read Answer Asked by Tamara on March 02, 2026

• Vistra Corp. (VST $160.87)
  • $160.87 P/E (TTM): 73.57X Cap: $53.58B
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• Talen Energy Corporation (TLN $396.27)
  • $396.27 Cap: $18.61B
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Q: After TLN results, your opinion please, are these good price entry points for these stocks
Thanks

Upvote 1

Read Answer Asked by andre on March 02, 2026

• Lantheus Holdings Inc. (LNTH $88.76)
  • $88.76 P/E (TTM): 25.32X Cap: $5.59B
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Q: What's your take on Lantheus' earnings report and outlook for the next few years? I sold most of my position a year ago. Would you continue to hold a small position or move on to a more promising name?

Thanks for your invaluable service.

Upvote 1

Read Answer Asked by Alvin on March 02, 2026

• Rocket Lab Corporation (RKLB $82.69)
  • $82.69 Cap: $48.73B
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Q: Thoughts on the quarter? Especially the outlook? Thanks.

Upvote 2

Read Answer Asked by David on March 02, 2026

• ODDITY Tech Ltd. (ODD $15.31)
  • $15.31 Cap: $811M
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Q: What are your thoughts about Oddity please thanks?

Upvote 1

Read Answer Asked by MG on March 02, 2026

• BlackSky Technology Inc. Class A (BKSY $31.00)
  • $31.00 Cap: $1.49B
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Q: Can I get a breakdown and analysis of the results for Blacksky please, and what you see for this company going forward.

Pete in Calgary.

Upvote 3

Read Answer Asked by Peter on March 02, 2026

• Netflix Inc. (NFLX $88.97)
  • $88.97 P/E (TTM): 28.39X Cap: $371.68B
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Q: Now that Netflix is ​​abandoning the WB acquisition and receiving $3 billion, how do you value the stock? Should we revisit the November price?

Upvote 3

Read Answer Asked by francis on March 02, 2026

• Warner Bros. Discovery Inc. (WBD $27.13)
  • $27.13 P/E (TTM): 93.86X Cap: $68.18B
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Q: Now that Paramount has won the bid to buy WBD at 31$ per share, and stock price is still 28, do you see an almost guaranteed 10% gain as long as you're willing to hold the stock for a few months or a year?
It almost seems like a lot of free money. Any explanation why the current price is not closer to 31?
Do you recommend buying at $28?

Upvote 2

Read Answer Asked by Connie on March 02, 2026

• AeroVironment Inc. (AVAV $171.37)
  • $171.37 Cap: $8.32B
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• Karman Holdings Inc. (KRMN $60.85)
  • $60.85 P/E (TTM): 483.77X Cap: $8.37B
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Q: Which of these two would you rank higher?

Upvote 2

Read Answer Asked by Mike on March 02, 2026

• Nebius Group N.V. (NBIS $192.30)
  • $192.30 Cap: $49.53B
  • View NBIS Profile
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Q: NBIS has dropped quite a bit today. I would like your interpretation of the drop and would like to know whether you would suggest adding to it at this time?

Upvote 8

Read Answer Asked by Zara on February 27, 2026

• CECO Environmental Corp. (CECO $83.13)
  • $83.13 P/E (TTM): 64.54X Cap: $3.09B
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Q: I know it’s been a very volatile stock lately, but would you initiate a position at these level levels?

Upvote 6

Read Answer Asked by Gary on February 27, 2026