Investment Q&A

Q: EOSE I would appreciate your thoughts on this battery storage company. They manufacture an industrial battery storage system that does not require rare earth minerals. They are gaining sales traction and just announced a massive ramp up of production capacity.

Thanks.

Upvote 1

Read Answer Asked by Joel on October 30, 2025

• Berkshire Hathaway Inc. (BRK.B $479.75)
  • $479.75 P/E (TTM): 15.37X Cap: $1.03T
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• Fundstrat Granny Shots US Large Cap ETF (GRNY $24.89)
  • $24.89 P/E (TTM): 32.95X Cap: $3.91B
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• BitMine Immersion Technologies Inc. (BMNR $21.52)
  • $21.52 Cap: $9.17B
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Q: I have extra cash on the sidelines. would you rank the following stocks in terms of performance over the next 12 months - with no reference to holdings %, or other stocks in my portfolios.

BMNR - GRNY - BRK.B

May I also have your thoughts on WHY for the company you would pick first.

Thanks

Upvote 1

Read Answer Asked by Donald on October 30, 2025

• Shake Shack Inc. Class A (SHAK $97.86)
  • $97.86 P/E (TTM): 84.74X Cap: $3.87B
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Q: The quarter looks pretty good. Your thoughts? I'm in at approx $108USD (3% position). Would you be comfortable with averaging down?

Upvote 1

Read Answer Asked by David on October 30, 2025

• Mirion Technologies Inc. Class A (MIR $20.14)
  • $20.14 P/E (TTM): 172.27X Cap: $4.75B
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Q: Please give me your thoughts on this companies? Is it a good growth prospect and what about its perspectives in a 3 years range ?

Thank you in advance

Upvote 3

Read Answer Asked by Gabriel on October 30, 2025

• Stride Inc. (LRN $89.82)
  • $89.82 P/E (TTM): 13.75X Cap: $3.78B
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Q: Hi, what are your thoughts on Stride - getting hammered today, but after the dust settles (over the next few weeks), is there value in this name? Thank you

Upvote 1

Read Answer Asked by Michael on October 30, 2025

• Flutter Entertainment Plc (FLUT $109.51)
  • $109.51 Cap: $18.28B
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Q: Any particular reason for the underperformance?

Upvote 2

Read Answer Asked by Mike on October 30, 2025

• The Boeing Company (BA $217.80)
  • $217.80 P/E (TTM): 85.6X Cap: $165.02B
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Q: Looking to add to my defense holdings. Can i have your thoughts on Boeing...is it a value trap? Would you have any other picks in the space that aren't too extended or just go to an ETF? Thanks.

Upvote 2

Read Answer Asked by Michael on October 30, 2025

• Papa John's International Inc. (PZZA $35.37)
  • $35.37 P/E (TTM): 40.49X Cap: $1.14B
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Q: Hi 5i,
What do you make of the Apollo offer to take papa johns pizza private at $64 and the likelyhood it will be successful.

Would 5i have any interest in papa johns at these prices....

Currently hold 1/4 position, Would you continue to hold or exit
thx

Upvote 2

Read Answer Asked by jim on October 30, 2025

• Ondas Inc (ONDS $9.45)
  • $9.45 Cap: $4.59B
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Q: Hi there,

Can I please have your opinion on ONDS here? Is it a buy or sell in your opinion?

Thank you!

Upvote 1

Read Answer Asked by Michael on October 30, 2025

• Chipotle Mexican Grill Inc. (CMG $33.79)
  • $33.79 P/E (TTM): 29.39X Cap: $44B
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• Brinker International Inc. (EAT $153.65)
  • $153.65 P/E (TTM): 15.11X Cap: $6.46B
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Q: EAT Reporting excellent 2nd Q results today Oct. 29) the stock is down 7.5%. Please go over the results and provide your opinion. Is this merely a case of a good stock in the wrong sector? It seems reasonably priced and I am tempted to buy on the down. Would you see it as a buy or wait until the sector improves? Thank you.

Upvote 2

Read Answer Asked by John on October 30, 2025

• Meta Platforms Inc. (META $612.42)
  • $612.42 P/E (TTM): 24.39X Cap: $1.45T
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Q: What do you think of the result ?
Meta’s Q3 free cash flow was only $10.62 billion.
CapEx hit $19.37 billion.

Upvote 3

Read Answer Asked by francis on October 30, 2025

• Alphabet Inc. (GOOG $314.74)
  • $314.74 P/E (TTM): 27.54X Cap: $3.69T
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• Microsoft Corporation (MSFT $374.33)
  • $374.33 P/E (TTM): 23.32X Cap: $2.76T
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Q: Hello Everyone,

May I have your assessment of Microsoft and Google's earnings please?

Thank you.

Upvote 7

Read Answer Asked by Sandra on October 30, 2025

• Shift4 Payments Inc. Class A (FOUR $42.15)
  • $42.15 P/E (TTM): 60.43X Cap: $3.27B
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• Fiserv Inc. (FISV $56.63)
  • $56.63 Cap: $29.48B
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Q: Four seems to be struggling. Any particular reason why?

Upvote 2

Read Answer Asked by sean on October 29, 2025

• Tradeweb Markets Inc. (TW $126.44)
  • $126.44 P/E (TTM): 32.69X Cap: $29.04B
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Q: Hi. What are your thoughts on Tradeweb Markets (TW) as an investment at this time? What are the consensus forecast earnings and EPS for this year and next? Do you see any redflags on it?

Upvote 1

Read Answer Asked by John on October 29, 2025

• Altria Group Inc. (MO $66.80)
  • $66.80 P/E (TTM): 16.11X Cap: $110.72B
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• Enbridge Inc. (ENB $75.43)
  • $75.43 P/E (TTM): 22.8X Cap: $164.89B
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• Pembina Pipeline Corporation (PPL $61.90)
  • $61.90 P/E (TTM): 22.23X Cap: $36.05B
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• Keyera Corp. (KEY $51.54)
  • $51.54 P/E (TTM): 28.52X Cap: $12.41B
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• JPMorgan Income ETF (JPIE $46.07)
  • $46.07 P/E (TTM): 21.88X Cap: $8.36B
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Q: Can I get a list of six good dividend paying stocks or ETF's that pay around 5%, that I can buy in my Canadian account but don't necessarily have to be Canadian. I am not concerned about sector but would like the dividend to be reasonably safe. Thanks.

Upvote 4

Read Answer Asked by Paul on October 29, 2025

• Varonis Systems Inc. (VRNS $22.81)
  • $22.81 Cap: $2.64B
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• Nebius Group N.V. (NBIS $125.00)
  • $125.00 Cap: $27.95B
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Q: have a small investment in this stock is it time to sell and buy more nebuis.
Thanks

Upvote 2

Read Answer Asked by andre on October 29, 2025

• Fiserv Inc. (FISV $56.63)
  • $56.63 Cap: $29.48B
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Q: Getting killed today on the miss. Would you buy the dip today for a reversion to the mean play?

Jason

Upvote 3

Read Answer Asked by Jason on October 29, 2025

• Fiserv Inc. (FISV $56.63)
  • $56.63 Cap: $29.48B
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Q: No question; just a thank you. In September in a question you suggested sitting this one out into year end. The stock is down 45% today so I dodged a bullet with your assistance.

Upvote 3

Read Answer Asked by Aaron on October 29, 2025

• Warner Bros. Discovery Inc. (WBD $27.55)
  • $27.55 P/E (TTM): 94.52X Cap: $68.32B
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• Paramount Skydance Corporation (PSKY $10.82)
  • $10.82 Cap: $10.95B
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Q: I’d like your views please on Paramount Skydance and growth prospects,

Upvote 1

Read Answer Asked by Menaka on October 29, 2025

• Carpenter Technology Corporation (CRS $427.84)
  • $427.84 P/E (TTM): 45.86X Cap: $19.62B
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Q: May I have your current thoughts on CRS? It seems to have positive momentum but high valuation. Do you think the company can grow its earnings to support the stock’s valuation? Any thoughts you have would be appreciated.
Thanks,
Jim

Upvote 1

Read Answer Asked by James on October 29, 2025