Investment Q&A

• Interactive Brokers Group Inc. (IBKR $68.11)
  • $68.11 P/E (TTM): 30.58X Cap: $30.35B
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Q: I believe IBKR came out with results on Oct 16; May I have your comments and your outlook for this issue please.

Upvote 4

Read Answer Asked by Mike on November 07, 2025

• Flutter Entertainment Plc (FLUT $103.63)
  • $103.63 Cap: $18.28B
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Q: Flutter's price has dropped about $100 US$ since it initiated its 5 billion share buyback program. What do you see the price movement of the stock over the next one to three years? Many thanks.

Upvote 3

Read Answer Asked by Patricia on November 06, 2025

• Axon Enterprise Inc. (AXON $372.87)
  • $372.87 P/E (TTM): 273.56X Cap: $29.97B
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Q: Recently we trimmed NVDA and bought a small amount of AXON at just under $800. In your opinion is the recent drop in price an opportunity to 'buy the dip' or 'wait for it to settle'?

Upvote 8

Read Answer Asked by J on November 06, 2025

• Zoetis Inc. Class A (ZTS $116.80)
  • $116.80 P/E (TTM): 19.59X Cap: $49.30B
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• Cargojet Inc - Ordinary Shares and Variable Voting Shares (CJT.A $75.62)
  • $75.62 P/E (TTM): 66.6X
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Q: Thoughts on these two dogs. Hold longer or sell. Thanks!

Upvote 1

Read Answer Asked by Neil on November 06, 2025

• Goldman Sachs Group Inc. (The) (GS $864.15)
  • $864.15 P/E (TTM): 16.82X Cap: $255.47B
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• Morgan Stanley (MS $168.43)
  • $168.43 P/E (TTM): 16.24X Cap: $263.37B
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Q: Hi,

I’ve had a nice run with both of these. Thinking of selling one. All things considered regarding their lines of business which has a better growth outlook? Or are they complementary to each others such that owning both is a good thing?

Thank you.

Upvote 2

Read Answer Asked by Robert on November 06, 2025

• Celsius Holdings Inc. (CELH $34.48)
  • $34.48 P/E (TTM): 136.32X Cap: $8.86B
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Q: Can you comment on CELH earnings? Seems like strong growth, and a write down that Pepsi will be paying back. Not sure why the share price has dropped 26%? Am I missing something? Would you see this as an add, or this market is too volatile to be adding to such a volatile over priced stock? Thx

Upvote 2

Read Answer Asked by Adam on November 06, 2025

• Shift4 Payments Inc. Class A (FOUR $40.27)
  • $40.27 P/E (TTM): 60.43X Cap: $3.27B
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Q: What do you think of the quarterly results? Good time to accumulate?
Thanks

Upvote 2

Read Answer Asked by Curtis on November 06, 2025

• e.l.f. Beauty Inc. (ELF $61.14)
  • $61.14 P/E (TTM): 35.72X 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 $34.05)
  • $34.05 Cap: $1.25B
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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 $12.05)
  • $12.05 P/E (TTM): 14.14X Cap: $1.73B
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• Affirm Holdings Inc. (AFRM $47.40)
  • $47.40 P/E (TTM): 55.8X Cap: $15.78B
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• Robinhood Markets Inc. (HOOD $69.65)
  • $69.65 P/E (TTM): 33.77X Cap: $62.70B
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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 $150.07)
  • $150.07 P/E (TTM): 235.65X Cap: $358.76B
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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 $71.73)
  • $71.73 P/E (TTM): 15.19X Cap: $146.54B
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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 $241.02)
  • $241.02 P/E (TTM): 52.76X Cap: $25.31B
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• Hyatt Hotels Corporation Class A (H $144.90)
  • $144.90 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 $150.07)
  • $150.07 P/E (TTM): 235.65X Cap: $358.76B
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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 $162.98)
  • $162.98 P/E (TTM): 130.1X Cap: $212.54B
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• Global Payments Inc. (GPN $62.70)
  • $62.70 P/E (TTM): 12.53X Cap: $17.25B
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• Shift4 Payments Inc. Class A (FOUR $40.27)
  • $40.27 P/E (TTM): 60.43X Cap: $3.27B
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• Toast Inc. Class A (TOST $25.97)
  • $25.97 P/E (TTM): 47.35X Cap: $15.29B
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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 $303.93)
  • $303.93 P/E (TTM): 27.54X Cap: $3.69T
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• Walmart Inc. (WMT $122.49)
  • $122.49 Cap: $976.53B
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• Pinterest Inc. Class A (PINS $18.20)
  • $18.20 P/E (TTM): 29.8X Cap: $12.10B
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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 $22.01)
  • $22.01 Cap: $9.60B
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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 $1,013.21)
  • $1,013.21 P/E (TTM): 70.53X Cap: $451.88B
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• Intuitive Surgical Inc. (ISRG $452.95)
  • $452.95 P/E (TTM): 57.51X Cap: $160.85B
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• Microsoft Corporation (MSFT $372.29)
  • $372.29 P/E (TTM): 23.36X Cap: $2.76T
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• NVIDIA Corporation (NVDA $178.10)
  • $178.10 P/E (TTM): 36.2X Cap: $4.31T
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• Eli Lilly and Company (LLY $931.09)
  • $931.09 P/E (TTM): 40.77X Cap: $879.71B
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• Walmart Inc. (WMT $122.49)
  • $122.49 Cap: $976.53B
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• Tesla Inc. (TSLA $346.65)
  • $346.65 P/E (TTM): 333.88X Cap: $1.30T
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• CrowdStrike Holdings Inc. (CRWD $423.23)
  • $423.23 Cap: $107.33B
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• DoorDash Inc. (DASH $155.90)
  • $155.90 P/E (TTM): 73.45X Cap: $67.96B
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• Robinhood Markets Inc. (HOOD $69.65)
  • $69.65 P/E (TTM): 33.77X Cap: $62.70B
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• Howmet Aerospace Inc. (HWM $236.02)
  • $236.02 P/E (TTM): 62.72X Cap: $94.57B
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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 $71.96)
  • $71.96 P/E (TTM): 569.92X Cap: $13.48B
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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 $575.05)
  • $575.05 P/E (TTM): 24.46X Cap: $1.45T
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• Axon Enterprise Inc. (AXON $372.87)
  • $372.87 P/E (TTM): 273.56X Cap: $29.97B
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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