Investment Q&A

• Rapid Micro Biosystems Inc. (RPID $3.94)
  • $3.94 Cap: $173M
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Q: Do you have an opinion on RPID?

Upvote 1

Read Answer Asked by Mary on December 22, 2025

• Apple Inc. (AAPL $263.88)
  • $263.88 P/E (TTM): 32.38X Cap: $3.75T
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• Arm Holdings plc (ARM $126.89)
  • $126.89 P/E (TTM): 167.04X Cap: $134.41B
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Q: I am seeing sell recommendations for ARM from other analysts. ARM designs the CPUs used in almost all cellphones, the current Apple computers and a growing share of data centres. How could this stock be overvalued? What is your projection for the medium to long term?

Upvote 2

Read Answer Asked by Robert on December 22, 2025

• Tesla Inc. (TSLA $410.63)
  • $410.63 P/E (TTM): 386.52X Cap: $1.54T
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Q: What is your opinion on Tesla moving forward ? Is there an opportunity here starting a new position? In a previous question you stated that Fundamentals in the company are improving. Do you mind explaining please?

Thank you

Upvote 2

Read Answer Asked by Nick on December 22, 2025

• Welltower Inc. (WELL $215.48)
  • $215.48 P/E (TTM): 74.99X Cap: $150.35B
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• Ventas Inc. (VTR $86.89)
  • $86.89 P/E (TTM): 157.85X Cap: $40.48B
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• Chartwell Retirement Residences (CSH.UN $22.23)
  • $22.23 P/E (TTM): 99.5X Cap: $6.65B
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• Extendicare Inc. (EXE $25.03)
  • $25.03 P/E (TTM): 23.38X Cap: $2.09B
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• Sienna Senior Living Inc. (SIA $23.57)
  • $23.57 P/E (TTM): 51.4X Cap: $2.21B
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• Brookdale Senior Living Inc. (BKD $16.64)
  • $16.64 Cap: $3.95B
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• Sonida Senior Living Inc. (SNDA $34.90)
  • $34.90 Cap: $650M
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Q: What Long term care stocks would you recommend in Canada or US ?

Upvote 6

Read Answer Asked by Allen on December 20, 2025

• FactSet Research Systems Inc. (FDS $190.06)
  • $190.06 P/E (TTM): 13.09X Cap: $7.63B
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Q: Hi,

What do you think of Factset's latest results ? Is it a buying opportunity ?

Thanks

Guy

Upvote 1

Read Answer Asked by Guy on December 20, 2025

• Regeneron Pharmaceuticals Inc. (REGN $793.53)
  • $793.53 P/E (TTM): 19.36X Cap: $83.89B
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• Western Digital Corporation (WDC $284.11)
  • $284.11 P/E (TTM): 28.21X Cap: $96.32B
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• Bloom Energy Corporation Class A (BE $145.32)
  • $145.32 Cap: $39.20B
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• Root Inc. (ROOT $61.67)
  • $61.67 P/E (TTM): 17.11X Cap: $910M
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• Rigetti Computing Inc. (RGTI $15.59)
  • $15.59 Cap: $5.31B
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Q: Hi, to piggy back onto my recently submitted question, are there any Canadian companies that might also fit this criteria?
Thanks in advance!!


cheers...

Upvote 1

Read Answer Asked by Stephen on December 20, 2025

• Costco Wholesale Corporation (COST $1,012.05)
  • $1,012.05 P/E (TTM): 70.78X Cap: $449.21B
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• Walmart Inc. (WMT $128.85)
  • $128.85 Cap: $1.02T
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Q: What is your opinion on Costco. They have fallen for a while.
Margita

Upvote 4

Read Answer Asked by Margita Elisabet on December 19, 2025

• Pfizer Inc. (PFE $27.37)
  • $27.37 P/E (TTM): 16.03X Cap: $156.81B
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Q: Regarding Pfizer, from a risk/reward perspective, do you see potential in this beaten up stock? It looks cheap to my amateur eyes.

Thanks as always for your expertise.

Upvote 2

Read Answer Asked by Richard on December 19, 2025

• Monolithic Power Systems Inc. (MPWR $1,173.18)
  • $1,173.18 P/E (TTM): 30.05X Cap: $56.20B
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• ASML Holding N.V. (ASML $1,419.78)
  • $1,419.78 P/E (TTM): 61.56X Cap: $558.37B
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Q: ASML or MPWR?

Upvote 7

Read Answer Asked by Judith on December 19, 2025

• Amazon.com Inc. (AMZN $201.15)
  • $201.15 P/E (TTM): 27.73X Cap: $2.15T
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• Broadcom Inc. (AVGO $332.54)
  • $332.54 P/E (TTM): 68.46X Cap: $1.57T
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• Meta Platforms Inc. (META $639.29)
  • $639.29 P/E (TTM): 27.24X Cap: $1.61T
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• Alphabet Inc. (GOOG $302.82)
  • $302.82 P/E (TTM): 28.31X Cap: $3.69T
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• NVIDIA Corporation (NVDA $184.97)
  • $184.97 P/E (TTM): 45.36X Cap: $4.49T
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• Microsoft CDR (CAD Hedged) (MSFT $28.20)
  • $28.20 P/E (TTM): 29.42X Cap: $4.05T
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Q: I am considering adding AVGO with its most recent price decline on what appeared to be a good Q. Would you concur that the sell off has been over done given there was little to complain about in the quarterly release. MSFT is my other add consideration, as it has corrected some, likely in sympathy with the AI fears. Of the 2 which would you consider more attractive for a 5 year hold? In the account I also hold NVDA, GOOGL, META, AMZN, and MU for tech names. Thank you.
John

Upvote 9

Read Answer Asked by John on December 19, 2025

• Kraken Robotics Inc. (PNG $7.51)
  • $7.51 P/E (TTM): 123.17X Cap: $2.30B
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• Cellebrite DI Ltd. (CLBT $14.30)
  • $14.30 Cap: $3.42B
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• Nebius Group N.V. (NBIS $97.52)
  • $97.52 Cap: $23.22B
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Q: I hold these stocks in various percentages. NBIS is down 50% from its 52 week high. Would you buy these in equal amounts today.If you were to pick a favourite,what would it be?

Upvote 7

Read Answer Asked by Allen on December 19, 2025

• Super Micro Computer Inc. (SMCI $30.11)
  • $30.11 P/E (TTM): 22.46X Cap: $18.29B
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• Dell Technologies Inc. Class C (DELL $116.09)
  • $116.09 P/E (TTM): 15.34X Cap: $77.85B
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• Vertiv Holdings LLC Class A (VRT $243.53)
  • $243.53 P/E (TTM): 88.5X Cap: $89.66B
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• IREN Limited (IREN $40.97)
  • $40.97 P/E (TTM): 75.39X Cap: $13.61B
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• Nebius Group N.V. (NBIS $97.52)
  • $97.52 Cap: $23.22B
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• CoreWeave Inc. (CRWV $91.00)
  • $91.00 Cap: $47.85B
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Q: Greetings 5i, which companies do you consider to be NBIS's closest competitors? Out of this "peer group" how many of them do you think it is necessary to own to reap the benefits from exposure to the industry? Thank you.

Upvote 3

Read Answer Asked by Barbara on December 19, 2025

• Micron Technology Inc. (MU $399.78)
  • $399.78 P/E (TTM): 39.13X Cap: $449.95B
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Q: Analysis of results - market seems to love it - has not been a favored stock for you - time to add here?

Upvote 2

Read Answer Asked by Scott on December 19, 2025

• Morningstar Inc. (MORN $158.31)
  • $158.31 P/E (TTM): 18.0X Cap: $6.38B
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Q: Undervalued considering….? At what price point does this get interesting for you? …and your general thoughts please, thanks.

Upvote 1

Read Answer Asked by MG on December 18, 2025

• Netflix Inc. (NFLX $77.00)
  • $77.00 P/E (TTM): 30.4X Cap: $325.10B
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Q: I would like to start a position in NFLX using a weekly, fractional buy strategy. Should I be buying the actual shares in USD or should I focus on the Canadian Deposit Receipts? What are the advantages/disadvantages of each?

Upvote 9

Read Answer Asked by Donald on December 18, 2025

• Amazon.com Inc. (AMZN $201.15)
  • $201.15 P/E (TTM): 27.73X Cap: $2.15T
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• MercadoLibre Inc. (MELI $1,975.51)
  • $1,975.51 P/E (TTM): 48.53X Cap: $100.15B
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Q: Could you please compare the present valuations for these 2 companies including P/FCF at current levels and compared to historical. Taking these insights into account, would you commence a position in MELI or add to an existing AMZN position?

Upvote 2

Read Answer Asked by Steven on December 18, 2025

• CECO Environmental Corp. (CECO $78.93)
  • $78.93 P/E (TTM): 55.73X Cap: $2.81B
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Q: Is this a stock to average into with smaller positions? Whats a good entry point?

Upvote 2

Read Answer Asked by Gary on December 17, 2025

• Gilead Sciences Inc. (GILD $155.27)
  • $155.27 P/E (TTM): 23.99X Cap: $192.28B
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• Abbott Laboratories (ABT $112.26)
  • $112.26 P/E (TTM): 14.14X Cap: $195.93B
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• Merck & Company Inc. (MRK $121.57)
  • $121.57 P/E (TTM): 16.05X Cap: $301.73B
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• Pfizer Inc. (PFE $27.37)
  • $27.37 P/E (TTM): 16.03X Cap: $156.81B
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Q: Would you recommend starting a new position now in these big pharma stocks with rotation out of the tech sector lately? All three have decent PE, PEG and PS ratios and have been fared well in last few bear markets overall. What would your recommended allocation be across the three stocks for an investment of time line of 5 years?
Thanks!

Upvote 1

Read Answer Asked by Scott on December 17, 2025

• Alphabet Inc. (GOOG $302.82)
  • $302.82 P/E (TTM): 28.31X Cap: $3.69T
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• Oracle Corporation (ORCL $153.97)
  • $153.97 P/E (TTM): 30.1X Cap: $442.52B
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Q: Whats going on with goog.

Upvote 3

Read Answer Asked by don on December 17, 2025

• Amazon.com Inc. (AMZN $201.15)
  • $201.15 P/E (TTM): 27.73X Cap: $2.15T
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• Alphabet Inc. (GOOG $302.82)
  • $302.82 P/E (TTM): 28.31X Cap: $3.69T
  • View GOOG Profile
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• Intuitive Surgical Inc. (ISRG $493.35)
  • $493.35 P/E (TTM): 61.73X Cap: $172.53B
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• Netflix Inc. (NFLX $77.00)
  • $77.00 P/E (TTM): 30.4X Cap: $325.10B
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• NVIDIA Corporation (NVDA $184.97)
  • $184.97 P/E (TTM): 45.36X Cap: $4.49T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,140.15)
  • $4,140.15 P/E (TTM): 26.97X Cap: $133.45B
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• United Rentals Inc. (URI $863.28)
  • $863.28 P/E (TTM): 22.52X Cap: $54.38B
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• Sun Life Financial Inc. (SLF $92.47)
  • $92.47 P/E (TTM): 23.48X Cap: $51.21B
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• Constellation Software Inc. (CSU $2,258.18)
  • $2,258.18 P/E (TTM): 55.25X Cap: $49.94B
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• Intact Financial Corporation (IFC $262.06)
  • $262.06 P/E (TTM): 19.04X Cap: $46.73B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $154.80)
  • $154.80 P/E (TTM): 84.58X Cap: $201.87B
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• Axon Enterprise Inc. (AXON $431.94)
  • $431.94 P/E (TTM): 135.54X Cap: $34.10B
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• Robinhood Markets Inc. (HOOD $75.44)
  • $75.44 P/E (TTM): 31.65X Cap: $67.83B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.14)
  • $65.14 P/E (TTM): 95.84X Cap: $146.26B
  • View BN Profile
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• Nebius Group N.V. (NBIS $97.52)
  • $97.52 Cap: $23.22B
  • View NBIS Profile
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• Tesla CDR (CAD Hedged) (TSLA $36.13)
  • $36.13 P/E (TTM): 386.52X Cap: $2.13T
  • View TSLA Profile
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Q: Hi I hold the following positions
CSU overweight
CLS overweight
GOOG overweight
BN overweight
GLXY
NBIS
NVDA
ISRG
AXON
SHOP
AMAZON
HOOD
VOO
URI
PNG

Would you add to existing positions or choose to buy others?

Please list your top 5 other stocks, and a brief reason for each ? Cnd or US

Thank you

Upvote 28

Read Answer Asked by Nick on December 17, 2025