Investment Q&A

• NVIDIA Corporation (NVDA $171.24)
  • $171.24 P/E (TTM): 35.84X Cap: $4.16T
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• GLOBAL X FDS (AIQ $46.41)
  • $46.41 P/E (TTM): 24.73X Cap: $7.22B
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Q: If you were to purchase today only one stock and one ETF to broadly capture the AI sector what would they be?
Thank you

Upvote 6

Read Answer Asked by John on January 27, 2026

• Fiserv Inc. (FISV $55.54)
  • $55.54 Cap: $29.70B
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Q: Fiserve: nothing turns up for this company when I search on your market data page. Please see if the info is actually available.

And more for you...what is your opinion on FISV? It seems to be about 25% of its share price a year ago. Recent news stories show some promise. It reports in the next few weeks. What is expected? Would you jump in before it reports? Do you see a good chance for the share price to have a strong bounce? Or will it continue to flounder due to its past problems?

Many thanks for your excellent service

Upvote 3

Read Answer Asked by Leonard on January 27, 2026

• Ondas Inc (ONDS $9.44)
  • $9.44 Cap: $4.37B
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Q: Could I please have your opinion of ONDS , do you have conviction on this company in the medium term? How would you rank it with PNG, NBIS, CLS

Upvote 3

Read Answer Asked by Kyle on January 27, 2026

• Annexon Inc. (ANNX $5.25)
  • $5.25 Cap: $641M
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Q: What are your thoughts on ANNX? It seems to have very strong reviews and considerable momentum. Is it worth 3-5% in an otherwise biotech-free portfolio?
Thanks!

Upvote 1

Read Answer Asked by David on January 26, 2026

• Ulta Beauty Inc. (ULTA $521.64)
  • $521.64 P/E (TTM): 19.81X Cap: $23.14B
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Q: Can you provide me with your analysis/views on ULTA, the last question on ULTA was on June 2, 2025. Thank you.

Upvote 1

Read Answer Asked by Mike on January 26, 2026

• Apple Inc. (AAPL $252.89)
  • $252.89 P/E (TTM): 31.83X Cap: $3.71T
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Q: Is AAPL a buy right now? Why is it down so much?

Upvote 2

Read Answer Asked by STANLEY on January 26, 2026

• The Kraft Heinz Company (KHC $21.56)
  • $21.56 Cap: $25.52B
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• Sandisk Corporation (SNDK $603.17)
  • $603.17 Cap: $89.02B
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• Honeywell International Inc. (HON $225.17)
  • $225.17 P/E (TTM): 30.3X Cap: $143.13B
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• Celestica Inc. (CLS $378.58)
  • $378.58 P/E (TTM): 40.38X Cap: $43.52B
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• S&P Global Inc. (SPGI $412.45)
  • $412.45 P/E (TTM): 29.27X Cap: $123.24B
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• KBR Inc. (KBR $37.53)
  • $37.53 P/E (TTM): 11.72X Cap: $4.77B
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• Keurig Dr Pepper Inc. (KDP $26.04)
  • $26.04 P/E (TTM): 17.35X Cap: $35.69B
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Q: Cls and sndk both exploded higher after being allowed to fly on their own.Cls fromOnex and Sndk from Wdc.Do you see any similar situations that companies may benefit from this opportunity?Thx

Upvote 3

Read Answer Asked by blake on January 26, 2026

• Centrus Energy Corp. Class A (LEU $193.31)
  • $193.31 P/E (TTM): 49.64X Cap: $3.80B
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Q: What do you think about this company for domestic enrichment in the US for their supply chains/critical needs; and valuation/growth prospects?

Upvote 1

Read Answer Asked by Max on January 26, 2026

• Rocket Companies Inc. Class A (RKT $13.95)
  • $13.95 Cap: $39.33B
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Q: Hi there,

Could you please give an update on RKT and what you think of their growth forecast for the 2026 and 2027? Is it a buy at current levels?

Thanks.

Upvote 2

Read Answer Asked by Robert on January 26, 2026

• Costco Wholesale Corporation (COST $979.65)
  • $979.65 P/E (TTM): 67.11X Cap: $434.62B
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• Alphabet Inc. (GOOG $280.74)
  • $280.74 P/E (TTM): 27.66X Cap: $3.39T
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• Microsoft Corporation (MSFT $365.97)
  • $365.97 P/E (TTM): 23.95X Cap: $2.71T
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• NVIDIA Corporation (NVDA $171.24)
  • $171.24 P/E (TTM): 35.84X Cap: $4.16T
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• Mastercard Incorporated (MA $500.75)
  • $500.75 P/E (TTM): 30.29X Cap: $446.57B
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• Visa Inc. (V $305.53)
  • $305.53 P/E (TTM): 28.59X Cap: $585.39B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.82)
  • $50.82 P/E (TTM): 18.19X Cap: $25.87B
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• State Street SPDR S&P 500 ETF Trust (SPY $645.09)
  • $645.09 P/E (TTM): 26.17X Cap: $638.56B
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• INVESCO QQQ Trust (QQQ $573.79)
  • $573.79 P/E (TTM): 33.2X Cap: $372.10B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $105.62)
  • $105.62 P/E (TTM): 32.57X Cap: $1.66B
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• Palantir Technologies Inc. (PLTR $147.56)
  • $147.56 P/E (TTM): 255.3X Cap: $352.76B
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• ASYMmetric Smart Alpha S&P 500 ETF (ZSPY $27.50)
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Q: I have just started an RESP for my grandson and will be contributing the max $2500 per year. What would you recommend as my first stock purchases.
Thank you

Upvote 13

Read Answer Asked by Marty on January 26, 2026

• Planet Labs PBC Class A (PL $32.40)
  • $32.40 Cap: $12.24B
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• Electrovaya Inc. (ELVA $10.18)
  • $10.18 P/E (TTM): 76.9X Cap: $488M
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• Abaxx Technologies Inc. (ABXX)
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Q: Hi team, here are 3 growthy early stocks that have caught my interest; already have a double on on PL of my very tiny investment. Please share your thoughts on these 3. thanks

Upvote 6

Read Answer Asked by Valerie on January 26, 2026

• Amazon.com Inc. (AMZN $207.54)
  • $207.54 P/E (TTM): 29.31X Cap: $2.22T
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• Broadcom Inc. (AVGO $309.42)
  • $309.42 P/E (TTM): 67.9X Cap: $1.46T
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Q: If you were staring a position today for a long term hold, would you go with Amazon or Broadcom?

Upvote 5

Read Answer Asked by Kelly on January 26, 2026

• McCormick & Company Incorporated (MKC $51.58)
  • $51.58 P/E (TTM): 18.17X Cap: $13.84B
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Q: McCormick, buy sell or hold?

Upvote 2

Read Answer Asked by Andrew on January 26, 2026

• Micron Technology Inc. (MU $355.46)
  • $355.46 P/E (TTM): 38.44X Cap: $400.86B
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• Advanced Micro Devices Inc. (AMD $203.77)
  • $203.77 P/E (TTM): 76.48X Cap: $332.22B
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• uniQure N.V. (QURE $15.60)
  • $15.60 Cap: $995M
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• Lemonade Inc. (LMND $65.99)
  • $65.99 Cap: $5.04B
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• MP Materials Corp. (MP $51.70)
  • $51.70 Cap: $9.18B
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• AST SpaceMobile Inc. (ASTS $87.86)
  • $87.86 Cap: $33.56B
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• IREN Limited (IREN $37.45)
  • $37.45 P/E (TTM): 75.29X Cap: $12.44B
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• Rocket Lab Corporation (RKLB $65.94)
  • $65.94 Cap: $37.54B
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Q: RKNG This brand new Defiance ETF holds some high growth names. Could you examine the current holdings and provide your view on the potential here. Ms Jablonski has some vision so could this be a reasonable high risk small piece of one's portfolio in your view.

Upvote 1

Read Answer Asked by Ken on January 26, 2026

• Berkshire Hathaway Inc. (BRK.B $475.27)
  • $475.27 P/E (TTM): 15.49X Cap: $1.02T
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Q: Why the Brk.B is getting weak for these days. Seem like no matter what the new CEO done, ppl don’t trust him.

Upvote 2

Read Answer Asked by kwokwai on January 26, 2026

• Micron Technology Inc. (MU $355.46)
  • $355.46 P/E (TTM): 38.44X Cap: $400.86B
  • View MU Profile
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• NVIDIA Corporation (NVDA $171.24)
  • $171.24 P/E (TTM): 35.84X Cap: $4.16T
  • View NVDA Profile
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• VanEck Vectors Semiconductor ETF (SMH $380.84)
  • $380.84 P/E (TTM): 35.18X Cap: $45.79B
  • View SMH Profile
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Q: SMHX doesn't come up in your data base. What are your thoughts on it VS the SMH for more focused semi design exposure? How do they compare?

thx, M

Upvote 1

Read Answer Asked by Mark on January 26, 2026

• Coupang Inc. Class A (CPNG $18.37)
  • $18.37 P/E (TTM): 175.55X Cap: $33.58B
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Q: You may not have recent information on this company but if you do, I would like to know if the reason for its drop over the last few months is solely due to the class action. Regardless of the reason(s) for its drop, it has been volatile in past years and recovered, so wonder if you think the current downtrent is significantly different and low investor interest would mean a slow recovery? No new questions have been asked here recently. If you don't think the class action will create long term damage then can you please evaluate the company?
The lead plaintiff deadline is 17 Feb 2026.
Thanks your your valued insights.

Upvote 1

Read Answer Asked by TOM on January 26, 2026

• Intuit Inc. (INTU $432.55)
  • $432.55 P/E (TTM): 29.73X Cap: $119.62B
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• Workday Inc. (WDAY $127.97)
  • $127.97 P/E (TTM): 52.92X Cap: $32.88B
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• ServiceNow Inc. (NOW $103.64)
  • $103.64 P/E (TTM): 66.36X Cap: $108.40B
  • View NOW Profile
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• MongoDB Inc. (MDB $241.28)
  • $241.28 Cap: $19.39B
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Q: You've discussed declines in the CSU family as a potential opportunity... Many software companies are in a similar position. NOW and INTU come to mind. What would be 1 or 2 each of your fav. Large and Smid companies suffering from a similar fate and why and do you think it's time to invest or not. We've been discussing this scenario for some time now with ADBE and waiting has proven the best course.

thx, M

Upvote 1

Read Answer Asked by Mark on January 24, 2026

• Applovin Corporation (APP $391.21)
  • $391.21 P/E (TTM): 47.07X Cap: $131.94B
  • View APP Profile
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Q: Anything to worry about with APP. What is driving the price down over the last month? Is this still one of your top picks?

Upvote 5

Read Answer Asked by Joshua on January 23, 2026

• Intuitive Surgical Inc. (ISRG $468.55)
  • $468.55 P/E (TTM): 60.74X Cap: $166.39B
  • View ISRG Profile
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Q: Can you please give me your thoughts on ISRG, for a continued hold. I am a longer term hold investor but do wonder if this position wouldn't be best elsewhere in the health care sector. I have ABBV already, thanks to a 5i suggestion a couple of years back. Many thanks

Upvote 7

Read Answer Asked by alex on January 23, 2026