Investment Q&A

• Tesla Inc. (TSLA $399.27)
  • $399.27 P/E (TTM): 362.22X Cap: $1.48T
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Q: in regards to nicks question on Tesla,I have been driving with Full Self Drive for the last year and the improvement with Grok and Ai added in the last updates have made it incredible, most drives in and around town take no interventions from me, FSD is almost there and only 8% of Tesla drivers have it now, at 99$ per month it could be a sizeable contribution to cash flow,

Upvote 1

Read Answer Asked by Jean on December 22, 2025

• Stryker Corporation (SYK $349.11)
  • $349.11 P/E (TTM): 41.52X Cap: $133.60B
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Q: Greetings 5i, I am looking closely at Stryker to increase Healthcare exposure. Please provide your analysis of this company in terms of stability, valuation and future growth prospects. What makes it stand out from its peers? Thank you.

Upvote 2

Read Answer Asked by Barbara on December 22, 2025

• Icahn Enterprises L.P. (IEP $7.80)
  • $7.80 Cap: $4.97B
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• Alerian MLP ETF (AMLP $52.66)
  • $52.66 P/E (TTM): 12.59X Cap: $11.97B
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• Alliance Resource Partners L.P. (ARLP $27.30)
  • $27.30 P/E (TTM): 11.27X Cap: $3.50B
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• CrossAmerica Partners LP representing limited partner interests (CAPL $21.82)
  • $21.82 P/E (TTM): 20.91X Cap: $829M
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• Plains GP Holdings L.P. (PAGP $23.40)
  • $23.40 P/E (TTM): 40.56X Cap: $4.57B
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• Western Midstream Partners LP Representing Limited Partner Interests (WES $41.46)
  • $41.46 P/E (TTM): 13.7X Cap: $16.06B
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• Westlake Chemical Partners LP representing limited partner interests (WLKP $22.33)
  • $22.33 P/E (TTM): 23.17X Cap: $791M
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• Hess Midstream LP Class A Representing Limited Partner Interests (HESM $39.62)
  • $39.62 P/E (TTM): 18.25X Cap: $5.12B
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Q: I am interested to know your thoughts about US MLPs for Canadian investors. One that’s been on my radar for a while is energy transfer partners. Could you please address the tax issue related to what a Canadian investor must be careful of, or which account would be better to hold an MLP in. In addition, could you list 3 to 5 MLPs that pay wonderful dividends that you would recommend?

Upvote 2

Read Answer Asked by Kirk on December 22, 2025

Q: NRXS Can you give me you opinion on this stock. Do you it has potential from current prices?

Upvote 1

Read Answer Asked by Imtiaz on December 22, 2025

• Rapid Micro Biosystems Inc. (RPID $2.92)
  • $2.92 Cap: $128M
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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 $254.23)
  • $254.23 P/E (TTM): 32.0X Cap: $3.73T
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• Arm Holdings plc (ARM $127.31)
  • $127.31 P/E (TTM): 154.33X Cap: $128.91B
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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 $399.27)
  • $399.27 P/E (TTM): 362.22X Cap: $1.48T
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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 $213.16)
  • $213.16 P/E (TTM): 73.96X Cap: $146.65B
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• Ventas Inc. (VTR $88.00)
  • $88.00 P/E (TTM): 162.57X Cap: $41.79B
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• Chartwell Retirement Residences (CSH.UN $21.20)
  • $21.20 P/E (TTM): 107.0X Cap: $6.74B
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• Extendicare Inc. (EXE $27.05)
  • $27.05 P/E (TTM): 24.31X Cap: $2.55B
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• Sienna Senior Living Inc. (SIA $23.19)
  • $23.19 P/E (TTM): 46.41X Cap: $2.31B
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• Brookdale Senior Living Inc. (BKD $14.55)
  • $14.55 Cap: $3.45B
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• Sonida Senior Living Inc. (SNDA $36.26)
  • $36.26 Cap: $632M
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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 $209.00)
  • $209.00 P/E (TTM): 13.08X Cap: $7.75B
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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 $759.05)
  • $759.05 P/E (TTM): 17.98X Cap: $80.02B
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• Western Digital Corporation (WDC $313.81)
  • $313.81 P/E (TTM): 28.68X Cap: $106.39B
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• Bloom Energy Corporation Class A (BE $160.05)
  • $160.05 Cap: $44.90B
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• Root Inc. (ROOT $46.66)
  • $46.66 P/E (TTM): 18.54X Cap: $680M
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• Rigetti Computing Inc. (RGTI $16.22)
  • $16.22 Cap: $5.38B
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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 2

Read Answer Asked by Stephen on December 20, 2025

• Costco Wholesale Corporation (COST $996.16)
  • $996.16 P/E (TTM): 69.61X Cap: $441.94B
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• Walmart Inc. (WMT $125.08)
  • $125.08 Cap: $1T
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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 $27.45)
  • $27.45 P/E (TTM): 19.57X Cap: $156.14B
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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 $1,066.66)
  • $1,066.66 P/E (TTM): 81.91X Cap: $52.91B
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• ASML Holding N.V. (ASML $1,389.16)
  • $1,389.16 P/E (TTM): 60.6X Cap: $535.40B
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Q: ASML or MPWR?

Upvote 7

Read Answer Asked by Judith on December 19, 2025

• Amazon.com Inc. (AMZN $215.20)
  • $215.20 P/E (TTM): 29.53X Cap: $2.31T
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• Broadcom Inc. (AVGO $321.31)
  • $321.31 P/E (TTM): 68.4X Cap: $1.52T
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• Meta Platforms Inc. (META $622.66)
  • $622.66 P/E (TTM): 26.13X Cap: $1.58T
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• Alphabet Inc. (GOOG $309.41)
  • $309.41 P/E (TTM): 28.16X Cap: $3.76T
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• NVIDIA Corporation (NVDA $181.93)
  • $181.93 P/E (TTM): 37.39X Cap: $4.42T
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• Microsoft CDR (CAD Hedged) (MSFT $28.37)
  • $28.37 P/E (TTM): 29.32X Cap: $4.06T
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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 $10.05)
  • $10.05 P/E (TTM): 158.0X Cap: $2.94B
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• Cellebrite DI Ltd. (CLBT $14.69)
  • $14.69 Cap: $3.66B
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• Nebius Group N.V. (NBIS $116.33)
  • $116.33 Cap: $27.69B
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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 $31.51)
  • $31.51 P/E (TTM): 23.43X Cap: $18.87B
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• Dell Technologies Inc. Class C (DELL $153.01)
  • $153.01 P/E (TTM): 19.79X Cap: $98.80B
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• Vertiv Holdings LLC Class A (VRT $268.41)
  • $268.41 P/E (TTM): 75.92X Cap: $102.69B
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• IREN Limited (IREN $42.96)
  • $42.96 P/E (TTM): 80.25X Cap: $14.27B
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• Nebius Group N.V. (NBIS $116.33)
  • $116.33 Cap: $27.69B
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• CoreWeave Inc. (CRWV $82.12)
  • $82.12 Cap: $43.16B
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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 $461.69)
  • $461.69 P/E (TTM): 42.0X Cap: $519.63B
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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 $183.87)
  • $183.87 P/E (TTM): 20.61X Cap: $7.10B
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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 $94.36)
  • $94.36 P/E (TTM): 37.64X Cap: $398.40B
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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 $215.20)
  • $215.20 P/E (TTM): 29.53X Cap: $2.31T
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• MercadoLibre Inc. (MELI $1,728.14)
  • $1,728.14 P/E (TTM): 43.97X Cap: $87.61B
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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