Investment Q&A

• Flex Ltd. (FLEX $63.75)
  • $63.75 P/E (TTM): 28.55X Cap: $23.58B
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Q: What happened to "flex"? Suddenly dropped over 5% in one day! buy more or sell?

Thanks,

Upvote 3

Read Answer Asked by Lin on July 25, 2025

• Axon Enterprise Inc. (AXON $606.19)
  • $606.19 P/E (TTM): 188.4X Cap: $47.36B
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Q: AXON has pulled back a lot. Is there a buy or add point you feel comfortable with? It's an expensive stock that you seem comfortable with. I assume other than price nothing has changed in your view?

thx, Mark

Upvote 10

Read Answer Asked by Mark on July 25, 2025

• UnitedHealth Group Incorporated (DE) (UNH $326.37)
  • $326.37 P/E (TTM): 17.08X Cap: $294.54B
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Q: Thoughts on UNH ? Thank You

Upvote 3

Read Answer Asked by francis on July 25, 2025

• Berkshire Hathaway Inc. (BRK.B $499.23)
  • $499.23 P/E (TTM): 0.02X Cap: $1.07T
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Q: I purchased a 3.5% position in BRK after the announcement that Buffet was stepping down. I chose BRK over FFH. I am down 6.5% so far.

I can take this as a buying opportunity and increase my position in BRK to 5%.

I can also sell half of my BRK position for a tax loss and buy an equal amount of FFH.

I can also do nothing. I am a growth investor in my late seventies.

What would you do in this situation?

Thank you

Upvote 4

Read Answer Asked by Richard on July 25, 2025

• Amazon.com Inc. (AMZN $230.82)
  • $230.82 P/E (TTM): 32.11X Cap: $2.44T
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Q: What is your analysis of Amazon? How does it long in the long term? Still a strong hold? Buy? Sell?

Thank you

Upvote 5

Read Answer Asked by Nick on July 25, 2025

• Amazon.com Inc. (AMZN $230.82)
  • $230.82 P/E (TTM): 32.11X Cap: $2.44T
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• Biogen Inc. (BIIB $174.08)
  • $174.08 P/E (TTM): 15.95X Cap: $25.62B
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• Intuitive Surgical Inc. (ISRG $576.80)
  • $576.80 P/E (TTM): 75.62X Cap: $205.54B
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• Netflix Inc. (NFLX $93.53)
  • $93.53 P/E (TTM): 39.43X Cap: $395.04B
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• Edwards Lifesciences Corporation (EW $86.07)
  • $86.07 P/E (TTM): 36.92X Cap: $50.21B
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• Celestica Inc. (CLS $419.13)
  • $419.13 P/E (TTM): 49.03X Cap: $48.51B
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• Global X S&P 500 Index Corporate Class ETF (HXS $97.24)
  • $97.24 Cap: $5.69B
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• Global X S&P/TSX Capped Energy Index Corporate Class ETF (HXE $40.97)
  • $40.97 Cap: $85M
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• Berkshire Hathaway Inc. (BRK.B $499.23)
  • $499.23 P/E (TTM): 0.02X Cap: $1.07T
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Q: Greetings - To postpone tax liability from income, I would like to develop a balanced portfolio of stocks and ETFs for the medium term (3-10 years) that do not pay dividends or interest. Rather, I would prefer to incur the tax liability upon selling the holdings (capital gains). I am aware of Global X Total Return ETFs and stocks like BRK.B that do not pay annual dividends. Do you have any other suggestions? Thanks

Upvote 5

Read Answer Asked by Alex on July 25, 2025

• The Kraft Heinz Company (KHC $23.93)
  • $23.93 Cap: $28.58B
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• Mondelez International Inc. (MDLZ $53.82)
  • $53.82 P/E (TTM): 20.41X Cap: $70.07B
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Q: What's your opinion on Kraft Heinz, looking forward? For such a big company there are few questions on 5i about it.

Upvote 3

Read Answer Asked by Martin on July 24, 2025

• HIVE Digital Technologies Ltd. (HIVE $3.93)
  • $3.93 P/E (TTM): 23.95X Cap: $953M
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• IREN Limited (IREN $41.80)
  • $41.80 P/E (TTM): 36.96X Cap: $13.80B
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• Applied Digital Corp. (APLD $27.37)
  • $27.37 Cap: $7.75B
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• Nebius Group N.V. (NBIS $92.10)
  • $92.10 Cap: $22.19B
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• CoreWeave Inc. (CRWV $82.39)
  • $82.39 Cap: $42.27B
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Q: Hello there,
What are your thoughts on HIVE and its AI / high-performance computing business. Do they have any potential in developing that segment knowing the high amount of funding required to be competitive.
Thank you.

Upvote 5

Read Answer Asked by Gilles on July 24, 2025

• CME Group Inc. (CME $273.21)
  • $273.21 P/E (TTM): 26.07X Cap: $98.51B
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Q: What are your thoughts on CME earnings. Would you buy more or hold for long term

Thank you for the great service

Upvote 1

Read Answer Asked by Hector on July 24, 2025

• International Business Machines Corporation (IBM $301.76)
  • $301.76 P/E (TTM): 35.92X Cap: $283.02B
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Q: Hi,
Could you comment on earnings please? Do you feel today's drop is overdone and would you hold, buy or sell?
Thanks!

Upvote 2

Read Answer Asked by Dawn on July 24, 2025

• Red Cat Holdings Inc. (RCAT $9.30)
  • $9.30 Cap: $822M
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Q: Hi 5i, would you please give me your opinion on RCAT ?, is it a buy ? for a 2-3 year hold, thanks

Upvote 1

Read Answer Asked by Fernando on July 24, 2025

• MSCI Inc. (MSCI $575.98)
  • $575.98 P/E (TTM): 36.04X Cap: $43.32B
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Q: Thoughts on the quarter from MSCI.
THANKS
Rob

Upvote 3

Read Answer Asked by Robert on July 24, 2025

• World Acceptance Corporation (WRLD $144.86)
  • $144.86 P/E (TTM): 13.66X Cap: $729M
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• VTEX Class A (VTEX $3.76)
  • $3.76 Cap: $708M
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Q: In 2021, you were asked about these two companies, do you still have a similar view these days? What are your thoughts about them please? Thanks

Upvote 1

Read Answer Asked by MG on July 24, 2025

Q: Hello 5i
Could I have your assessment of PureCycle Tech?
The technology ,if effective, has a huge market.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 24, 2025

• Intuitive Surgical Inc. (ISRG $576.80)
  • $576.80 P/E (TTM): 75.62X Cap: $205.54B
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Q: Could you please provide an update on this often recommended company in light of Q2 results and guidance. As well, I find it interesting this company is down a material amount YTD, is that because the healthcare industry as a whole is down or something more company specific?

Upvote 16

Read Answer Asked by Steven on July 24, 2025

• Amazon.com Inc. (AMZN $230.82)
  • $230.82 P/E (TTM): 32.11X Cap: $2.44T
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• Alphabet Inc. (GOOG $312.87)
  • $312.87 P/E (TTM): 30.46X Cap: $3.70T
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• Alphabet Inc. (GOOGL $311.48)
  • $311.48 P/E (TTM): 30.32X Cap: $3.73T
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• NVIDIA Corporation (NVDA $184.44)
  • $184.44 P/E (TTM): 44.91X Cap: $4.46T
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• International Business Machines Corporation (IBM $301.76)
  • $301.76 P/E (TTM): 35.92X Cap: $283.02B
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• Oracle Corporation (ORCL $195.12)
  • $195.12 P/E (TTM): 44.44X Cap: $569.97B
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• Nebius Group N.V. (NBIS $92.10)
  • $92.10 Cap: $22.19B
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Q: I have an oversized position in Alphabet. Could you offer some alternatives, yet staying in the similar tech industry, and whose prices seem reasonably priced.

Thanks,

Upvote 9

Read Answer Asked by Claus on July 24, 2025

• Costco Wholesale Corporation (COST $850.99)
  • $850.99 P/E (TTM): 61.42X Cap: $377.28B
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Q: hi
there is a recent pull back
is there any fundamental reasons?
looking for an entry price for a half/or a quarter position
thanks
Michael

Upvote 5

Read Answer Asked by Michael on July 24, 2025

• Monroe Capital Corporation (MRCC $6.29)
  • $6.29 Cap: $141M
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Q: Why has this stock dropped so much this year? Would you advise selling?

Upvote 2

Read Answer Asked by Cory on July 24, 2025

• Western Union Company (The) (WU $9.31)
  • $9.31 P/E (TTM): 4.16X Cap: $2.96B
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Q: What are your thoughts on western union? Seems cheap? Is it for a reason? Sounds like they are getting into stablecoin..can it be considered a proxy for crypto exposure? Thanks.

Shyam

Upvote 1

Read Answer Asked by Shyam on July 24, 2025

• D.R. Horton Inc. (DHI $145.17)
  • $145.17 P/E (TTM): 12.7X Cap: $42.45B
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• PulteGroup Inc. (PHM $119.00)
  • $119.00 P/E (TTM): 9.23X Cap: $23.21B
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• Builders FirstSource Inc. (BLDR $102.86)
  • $102.86 P/E (TTM): 19.77X Cap: $11.46B
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• Century Communities Inc. (CCS $58.43)
  • $58.43 P/E (TTM): 8.7X Cap: $1.75B
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• Simpson Manufacturing Company Inc. (SSD $166.43)
  • $166.43 P/E (TTM): 20.32X Cap: $7B
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• TopBuild Corp. (BLD $428.64)
  • $428.64 P/E (TTM): 21.71X Cap: $12.05B
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Q: Hello 5i Team,

Could you please rank these 5 US stocks in the home-building and building materials sector for a 3-5 year hold and include a brief explanation.

Are there any others you would consider (not including HVAC)?

Thanks for your always helpful advice!

Upvote 2

Read Answer Asked by Keith on July 23, 2025