Investment Q&A

• e.l.f. Beauty Inc. (ELF $62.06)
  • $62.06 P/E (TTM): 34.55X Cap: $3.61B
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Q: Any idea why ELF is down 34% today?

Upvote 1

Read Answer Asked by Zara on November 06, 2025

• BlackSky Technology Inc. Class A (BKSY $31.07)
  • $31.07 Cap: $1.13B
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Q: hi folks, thoughts on Q3 results for Blacksky, Bksy/q....do you still like it? or is there to much uncertainty in their Sector....looks like stock going to take a hit, thx jb

Upvote 4

Read Answer Asked by John on November 06, 2025

• Magnite Inc. (MGNI $12.19)
  • $12.19 P/E (TTM): 13.83X Cap: $1.71B
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• Affirm Holdings Inc. (AFRM $48.31)
  • $48.31 P/E (TTM): 55.8X Cap: $15.42B
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• Robinhood Markets Inc. (HOOD $69.57)
  • $69.57 P/E (TTM): 33.77X Cap: $62.03B
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Q: Hello team,

I have kept MGNI for a long time and saw my profits disappear badly. Every positive momentum seems to go out of steam quickly. It has been going down with high volume in the past 3 months. Is it time to let go of MGNI? If the answer is yes, would you sell it to add to HOOD or AFRM? And why? I am open to other growth-y suggestions.

Thanks for all the good work and support you are offering 5i community.

Upvote 6

Read Answer Asked by Saeed on November 06, 2025

• Palantir Technologies Inc. (PLTR $148.67)
  • $148.67 P/E (TTM): 235.65X Cap: $354.91B
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Q: What did you think of the latest quarter and do you think it’s on the path to a trillion dollar Market Cap in 10 years?
Thanks

Upvote 6

Read Answer Asked by Curtis on November 06, 2025

• Uber Technologies Inc. (UBER $72.13)
  • $72.13 P/E (TTM): 15.19X Cap: $146.76B
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Q: Hi, could you please report and comment on UBER earnings, forcasts and post market reaction ? thank you.

Upvote 5

Read Answer Asked by Luc on November 05, 2025

• FTAI Aviation Ltd. (FTAI $247.31)
  • $247.31 P/E (TTM): 52.76X Cap: $23.46B
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• Hyatt Hotels Corporation Class A (H $141.01)
  • $141.01 Cap: $13.55B
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Q: hello 5i:
can you explain how FTAI is going from and EPS of -.32 FY2024, to a projected EPS of 4.87 FY2025? This looks like an almost unbelievable turnaround. I see future growth is quite impressive. Can you add any other comments to this company?
thanks
Paul L

Upvote 1

Read Answer Asked by Paul on November 05, 2025

• Palantir Technologies Inc. (PLTR $148.67)
  • $148.67 P/E (TTM): 235.65X Cap: $354.91B
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Q: Earnings assessment and prospects moving forward please? I didn't see any commentary in 5i questions forum.

Upvote 2

Read Answer Asked by Joel on November 05, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $165.41)
  • $165.41 P/E (TTM): 130.1X Cap: $214.63B
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• Global Payments Inc. (GPN $65.20)
  • $65.20 P/E (TTM): 12.53X Cap: $17.62B
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• Shift4 Payments Inc. Class A (FOUR $43.11)
  • $43.11 P/E (TTM): 61.17X Cap: $3.47B
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• Toast Inc. Class A (TOST $26.82)
  • $26.82 P/E (TTM): 47.35X Cap: $15.59B
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Q: Your general thoughts and analysis on Global Payments please, thanks.

Upvote 2

Read Answer Asked by MG on November 05, 2025

• Alphabet Inc. (GOOG $295.94)
  • $295.94 P/E (TTM): 27.24X Cap: $3.57T
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• Walmart Inc. (WMT $126.74)
  • $126.74 Cap: $1T
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• Pinterest Inc. Class A (PINS $18.20)
  • $18.20 P/E (TTM): 29.8X Cap: $12.09B
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Q: PINS Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Do you think the market reaction is overdone?
Thank you.

Upvote 3

Read Answer Asked by Barbara on November 05, 2025

• Unity Software Inc. (U $22.33)
  • $22.33 Cap: $9.92B
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Q: Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Would you continue to hold? Thank you.

Upvote 1

Read Answer Asked by Barbara on November 05, 2025

• Costco Wholesale Corporation (COST $1,014.05)
  • $1,014.05 P/E (TTM): 70.53X Cap: $450.28B
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• Intuitive Surgical Inc. (ISRG $456.49)
  • $456.49 P/E (TTM): 57.44X Cap: $160.54B
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• Microsoft Corporation (MSFT $372.41)
  • $372.41 P/E (TTM): 23.36X Cap: $2.77T
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• NVIDIA Corporation (NVDA $176.35)
  • $176.35 P/E (TTM): 36.2X Cap: $4.31T
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• Eli Lilly and Company (LLY $930.75)
  • $930.75 P/E (TTM): 40.77X Cap: $883.95B
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• Walmart Inc. (WMT $126.74)
  • $126.74 Cap: $1T
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• Tesla Inc. (TSLA $358.49)
  • $358.49 P/E (TTM): 333.88X Cap: $1.35T
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• CrowdStrike Holdings Inc. (CRWD $396.62)
  • $396.62 Cap: $101.22B
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• DoorDash Inc. (DASH $157.18)
  • $157.18 P/E (TTM): 73.45X Cap: $67.96B
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• Robinhood Markets Inc. (HOOD $69.57)
  • $69.57 P/E (TTM): 33.77X Cap: $62.03B
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• Howmet Aerospace Inc. (HWM $233.34)
  • $233.34 P/E (TTM): 62.72X Cap: $93.29B
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Q: What might be 10 stocks (trading on a usa exchange but not necessarily a US company) that you would suggest holding for all of 2026 as a portfolio. Thank you.

Jason

Upvote 22

Read Answer Asked by Jason on November 05, 2025

• Kratos Defense & Security Solutions Inc. (KTOS $72.50)
  • $72.50 P/E (TTM): 517.77X Cap: $12.60B
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Q: Please give your thoughts on earnings and future prospects.
Thanks.

Upvote 2

Read Answer Asked by Catherine on November 05, 2025

• Meta Platforms Inc. (META $577.72)
  • $577.72 P/E (TTM): 24.46X Cap: $1.45T
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• Axon Enterprise Inc. (AXON $417.96)
  • $417.96 P/E (TTM): 273.38X Cap: $33.18B
  • View AXON Profile
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Q: Hi Folks,
Looking to trim some GOOG and buying either META or AXON. May I have your opinion as to which one you recommend today.
Thanks

Upvote 8

Read Answer Asked by JOHN on November 05, 2025

• Axon Enterprise Inc. (AXON $417.96)
  • $417.96 P/E (TTM): 273.38X Cap: $33.18B
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Q: Please review and comment on axon earnings. Sales grow at 30+% (y/y), higher margin software sales grow at over 40%, yet margins fall, and a loss reported. Lots of r&d spend and stock based compensation help explain loss but falling margins on a sales mix that is skewed to more software sales baffles me.

Upvote 7

Read Answer Asked by Greg on November 05, 2025

• Arista Networks Inc. (ANET $126.41)
  • $126.41 P/E (TTM): 46.07X Cap: $159.17B
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Q: Hi, Could you please comment on ANET earnings. Thank you

Upvote 1

Read Answer Asked by francis on November 04, 2025

• Axon Enterprise Inc. (AXON $417.96)
  • $417.96 P/E (TTM): 273.38X Cap: $33.18B
  • View AXON Profile
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Q: Can you comment on AXON, please . Stock is down 20%, after hours, post earnings.

Should we Hold or Sell ?

Thank you

Upvote 7

Read Answer Asked by rajeev on November 04, 2025

• Valhi Inc. (VHI $13.91)
  • $13.91 Cap: $397M
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Q: How would you rate this company today in terms of growth over the next year?

thanks

Upvote 1

Read Answer Asked by satish on November 04, 2025

• TMX Group Limited (X $49.71)
  • $49.71 P/E (TTM): 33.3X Cap: $13.80B
  • View X Profile
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• KKR & Co. Inc. (KKR $91.24)
  • $91.24 P/E (TTM): 38.99X Cap: $81.33B
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• EQB Inc. (EQB $112.01)
  • $112.01 P/E (TTM): 18.88X Cap: $4.12B
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• Olympia Financial Group Inc. (OLY $120.39)
  • $120.39 P/E (TTM): 14.41X Cap: $286M
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• Toronto Dominion Bank (The) (TD $95.65)
  • $95.65 P/E (TTM): 10.61X Cap: $158.53B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.60)
  • $61.60 P/E (TTM): 30.33X Cap: $101.36B
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Q: I currently only own TD, X and EQB in my RRSP. I would like to sell EQB and thinking of buying BN. Is this a good replacement stock or is there a better financial stock you like at this time. Money not needed for 20 years.

Thanks

Upvote 5

Read Answer Asked on November 04, 2025

• Tetra Technologies Inc. (TTI $8.68)
  • $8.68 P/E (TTM): 436.5X Cap: $1.17B
  • View TTI Profile
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Q: Can I get your opinion on TTI going forward please

Upvote 1

Read Answer Asked by arnold on November 04, 2025

• Roku Inc. (ROKU $98.29)
  • $98.29 P/E (TTM): 174.39X Cap: $14.39B
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Q: Hello,
Could you comment on recent ROKU earnings?
Thank you

Upvote 1

Read Answer Asked by Stephane on November 04, 2025