Investment Q&A

• Micron Technology Inc. (MU $481.72)
  • $481.72 P/E (TTM): 21.22X Cap: $543.25B
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Q: Hi,

According to KoyFin in FY 2028 Micron is has a forecast 7% drop in sales and a 21% drop in earnings per share. Is that consistent with Bloomberg? Does this explain why MU is so cheap on a forward P/E basis (3.6X according to KoyFin)? What’s your take on this data and the implications for investment returns in this stock?

Thank you, Michael

Upvote 3

Read Answer Asked by Michael on March 31, 2026

• Micron Technology Inc. (MU $481.72)
  • $481.72 P/E (TTM): 21.22X Cap: $543.25B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.27)
  • $170.27 P/E (TTM): 139.22X Cap: $222.05B
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• Teradyne Inc. (TER $400.99)
  • $400.99 P/E (TTM): 111.0X Cap: $62.77B
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Q: What order would you add to a TFSA? Thanks, Janet

Upvote 5

Read Answer Asked by Janet on March 30, 2026

• Broadcom Inc. (AVGO $419.94)
  • $419.94 P/E (TTM): 78.4X Cap: $1.98T
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• Intuit Inc. (INTU $383.30)
  • $383.30 P/E (TTM): 26.34X Cap: $106B
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• United Rentals Inc. (URI $986.78)
  • $986.78 P/E (TTM): 20.88X Cap: $61.81B
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• ASML Holding N.V. (ASML $1,417.80)
  • $1,417.80 P/E (TTM): 64.0X Cap: $546.44B
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• Axon Enterprise Inc. (AXON $392.64)
  • $392.64 P/E (TTM): 268.16X Cap: $32.48B
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• Celsius Holdings Inc. (CELH $33.93)
  • $33.93 P/E (TTM): 133.04X Cap: $8.71B
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• Karman Holdings Inc. (KRMN $76.60)
  • $76.60 P/E (TTM): 631.23X Cap: $10.15B
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Q: hi
can you rate each as a buy/sell/hold please. and provide a lower price to buy each at assuming more market weakness.
cheers, Chris

Upvote 4

Read Answer Asked by chris on March 30, 2026

• Costco Wholesale Corporation (COST $1,014.38)
  • $1,014.38 P/E (TTM): 69.9X Cap: $450.03B
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• JPMorgan Chase & Co. (JPM $311.69)
  • $311.69 P/E (TTM): 15.64X Cap: $836.02B
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• Coca-Cola Company (The) (KO $76.28)
  • $76.28 P/E (TTM): 24.57X Cap: $328.32B
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Q: hi,
similar to previous question. can I get an opinion on buy/sell/hold, and at what lower price you would buy at for each. cheers, Chris

Upvote 2

Read Answer Asked by chris on March 30, 2026

• Applied Materials Inc. (AMAT $403.91)
  • $403.91 P/E (TTM): 40.36X Cap: $320.54B
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• Lam Research Corporation (LRCX $258.56)
  • $258.56 P/E (TTM): 53.05X Cap: $331.61B
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• Micron Technology Inc. (MU $481.72)
  • $481.72 P/E (TTM): 21.22X Cap: $543.25B
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• Teradyne Inc. (TER $400.99)
  • $400.99 P/E (TTM): 111.0X Cap: $62.77B
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• ASML Holding N.V. (ASML $1,417.80)
  • $1,417.80 P/E (TTM): 64.0X Cap: $546.44B
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• Coherent Corp. (COHR $337.68)
  • $337.68 P/E (TTM): 333.78X Cap: $65.70B
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• Electrovaya Inc. (ELVA $13.89)
  • $13.89 P/E (TTM): 94.08X Cap: $662M
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Q: Hi 5i,

1). Disregarding company size, type etc. but looking for growth, if one were to buy any of the above noted stocks (MU, COHR, ASML, TER, LRCX, AMAT and ELVA) what buying order would you place them in?

2). And for the top 3 stocks why would you consider them your top 3?

3). Would you rank them any differently if oil prices were to remain elevated for say longer than 2 months, which may have an impact on certain companies more than others?

Thanks!

Upvote 3

Read Answer Asked by Brian on March 30, 2026

• iShares S&P/TSX Capped Energy Index ETF (XEG $25.79)
  • $25.79 P/E (TTM): 12.58X Cap: $2.42B
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• Vanguard Energy ETF (VDE $162.04)
  • $162.04 P/E (TTM): 16.96X Cap: $9.58B
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• State Street Energy Select Sector SPDR ETF (XLE $56.98)
  • $56.98 P/E (TTM): 17.33X Cap: $39.35B
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• iShares ESG Aware MSCI Canada Index ETF (XESG $41.35)
  • $41.35 P/E (TTM): 19.12X Cap: $618M
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• State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP $169.56)
  • $169.56 P/E (TTM): 15.39X Cap: $3.24B
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Q: I've noticed there is a divergence on many days between the performance of Canadian and American oil and gas stocks. Today, for example, many Canadian oil stocks are down. XEG is down .86% on the day. All the American O&G ETFs are up, most fairly strongly. What accounts for this?

Upvote 4

Read Answer Asked by John on March 30, 2026

• Micron Technology Inc. (MU $481.72)
  • $481.72 P/E (TTM): 21.22X Cap: $543.25B
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Q: What is causing the big drop in MU?

Upvote 4

Read Answer Asked by Gary on March 30, 2026

• Micron Technology Inc. (MU $481.72)
  • $481.72 P/E (TTM): 21.22X Cap: $543.25B
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Q: I'm getting very nervous. Do you think that Micron is still a "lay up"? I think margin will be intact for at least the next couple of quarters, but what do you think of their longer term expectation (eg the next two years? How low can it go before it stops cratering?

Upvote 4

Read Answer Asked by arnold on March 30, 2026

• Broadcom Inc. (AVGO $419.94)
  • $419.94 P/E (TTM): 78.4X Cap: $1.98T
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• Meta Platforms Inc. (META $659.15)
  • $659.15 P/E (TTM): 28.47X Cap: $1.67T
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• Microsoft Corporation (MSFT $415.75)
  • $415.75 P/E (TTM): 26.53X Cap: $3.08T
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• NVIDIA Corporation (NVDA $199.64)
  • $199.64 P/E (TTM): 40.79X Cap: $4.85T
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Q: 1. what is your best metric that you use to value these 4 companies? 2.what is this metric currently? 3. what is the PEG for each company.? 4. rank in order for capital appreciation over next 3 years thanks Richard

Upvote 11

Read Answer Asked by richard on March 30, 2026

• Amazon.com Inc. (AMZN $255.08)
  • $255.08 P/E (TTM): 34.85X Cap: $2.74T
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• Broadcom Inc. (AVGO $419.94)
  • $419.94 P/E (TTM): 78.4X Cap: $1.98T
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• Alphabet Inc. (GOOGL $338.89)
  • $338.89 P/E (TTM): 31.39X Cap: $4.09T
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• Microsoft Corporation (MSFT $415.75)
  • $415.75 P/E (TTM): 26.53X Cap: $3.08T
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• NVIDIA Corporation (NVDA $199.64)
  • $199.64 P/E (TTM): 40.79X Cap: $4.85T
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• Visa Inc. (V $308.88)
  • $308.88 P/E (TTM): 29.48X Cap: $591.81B
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• S&P Global Inc. (SPGI $439.03)
  • $439.03 P/E (TTM): 30.35X Cap: $133.08B
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• Arista Networks Inc. (ANET $172.55)
  • $172.55 P/E (TTM): 62.86X Cap: $217.26B
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• Transdigm Group Incorporated (TDG $1,165.76)
  • $1,165.76 P/E (TTM): 38.79X Cap: $67.07B
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• Axon Enterprise Inc. (AXON $392.64)
  • $392.64 P/E (TTM): 268.16X Cap: $32.48B
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• Heico Corporation (HEI $268.74)
  • $268.74 P/E (TTM): 53.08X Cap: $37.49B
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• Vertiv Holdings LLC Class A (VRT $321.75)
  • $321.75 P/E (TTM): 89.48X Cap: $123.58B
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Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.

Upvote 12

Read Answer Asked by sam on March 30, 2026

• Visa Inc. (V $308.88)
  • $308.88 P/E (TTM): 29.48X Cap: $591.81B
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Q: The FTC today warned visa and three others about denying customer access to financial services due t political or religious reasons. Is this why visa dropped 10.5 dollars so far today? If not, why is the stock doing so poorly? Is this FTC warning a real concern for Visa?

Upvote 4

Read Answer Asked by arnold on March 30, 2026

• Firefly Aerospace Inc. (FLY $38.54)
  • $38.54 Cap: $6.99B
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Q: Is Firefly a buy after an ongoing investigation into it as the price has dropped considerably.

Upvote 1

Read Answer Asked by Helen on March 30, 2026

• AeroVironment Inc. (AVAV $201.91)
  • $201.91 Cap: $10.49B
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• Kratos Defense & Security Solutions Inc. (KTOS $65.52)
  • $65.52 P/E (TTM): 527.31X Cap: $12.85B
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• Ondas Inc (ONDS $10.54)
  • $10.54 Cap: $5.07B
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Q: I watched an informative youtube on the war in Iran . So the war is a long ways from being over and from what I heard has made aircraft carriers obsolete. New warfare is drones ,missiles and satellites . What companies large or small is one to look at .I know about Raytheon and Lockheed but what other ones would you put first.

Upvote 5

Read Answer Asked by lynn on March 30, 2026

• Automatic Data Processing Inc. (ADP $198.53)
  • $198.53 P/E (TTM): 19.51X Cap: $79.93B
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Q: Hi, I would appreciate if you can share your insight about ADP. Do you consider it a buy, Hold, or Sell and Why?

Upvote 1

Read Answer Asked by Harpinder on March 30, 2026

• Belden Inc (BDC $132.34)
  • $132.34 P/E (TTM): 22.44X Cap: $5.11B
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Q: Been awhile since anyone has asked for your thoughts on this (picks and shovels?) technology company. Steady stock price increase over the past five years or so. Doesn't seem to be doing much organic growth. Any interest?

Upvote 1

Read Answer Asked by Stephen on March 30, 2026

• Apple Inc. (AAPL $273.43)
  • $273.43 P/E (TTM): 33.69X Cap: $4.01T
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• Amazon.com Inc. (AMZN $255.08)
  • $255.08 P/E (TTM): 34.85X Cap: $2.74T
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• Microsoft Corporation (MSFT $415.75)
  • $415.75 P/E (TTM): 26.53X Cap: $3.08T
  • View MSFT Profile
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• Micron Technology Inc. (MU $481.72)
  • $481.72 P/E (TTM): 21.22X Cap: $543.25B
  • View MU Profile
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• NVIDIA Corporation (NVDA $199.64)
  • $199.64 P/E (TTM): 40.79X Cap: $4.85T
  • View NVDA Profile
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• Teradyne Inc. (TER $400.99)
  • $400.99 P/E (TTM): 111.0X Cap: $62.77B
  • View TER Profile
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• Nebius Group N.V. (NBIS $157.08)
  • $157.08 Cap: $37.40B
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• Alphabet CDR (CAD Hedged) (GOOG $54.35)
  • $54.35 P/E (TTM): 41.1X Cap: $5.60T
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Q: hi
assuming further downside in the markets, and potential longer term effects on global economy from most recent unprovoked Israel/USA attacks on Iran/Middle East, can I get your response for these 8 equities. please provide a buy/sell/hold recommendation, and a price to BUY for each. if your price to BUY is today's price, can you add another BUY price target that is lower than todays price, that considers the chart and fundamentals.
cheers, Chris

Upvote 2

Read Answer Asked by chris on March 27, 2026

• Broadcom Inc. (AVGO $419.94)
  • $419.94 P/E (TTM): 78.4X Cap: $1.98T
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• Broadcom CDR (CAD Hedged) (AVGO)
  • P/E (TTM): 84.31X
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• Fundrise Innovation Fund LLC of Limited Liability Company Interests (VCX $89.74)
  • $89.74 P/E (TTM): 39.19X
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Q: What do you make of VCX rocket-like rise? Too late to jump in?

I'm down on Broadcom, not by a lot but it has been stuck there for months. I'm thinking of selling and use proceeds for better plays. Your thoughts?

Thanks!

Upvote 5

Read Answer Asked by Austin on March 27, 2026

• iShares Core High Dividend ETF (HDV $134.92)
  • $134.92 P/E (TTM): 20.98X Cap: $13.41B
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• Schwab US Dividend Equity ETF (SCHD $31.42)
  • $31.42 P/E (TTM): 16.74X Cap: $88.56B
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• Global X SuperDividend U.S. ETF (DIV $19.18)
  • $19.18 P/E (TTM): 14.4X Cap: $730M
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Q: Hello 5i Team,
I'm looking for 2 or 3 US high yield ETF's; which do you recommend?
Thanks,
Brent

Upvote 5

Read Answer Asked by Brent on March 27, 2026

• Meta Platforms Inc. (META $659.15)
  • $659.15 P/E (TTM): 28.47X Cap: $1.67T
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Q: Some commentators have said that the recent court decision against Meta is equivalent to the decisions against tobacco companies a few decades ago. Your thoughts on potential ramifications of recent decisions in California and New Mexico, please.

Upvote 6

Read Answer Asked by Theodore on March 27, 2026

• Medtronic plc. (MDT $83.79)
  • $83.79 P/E (TTM): 23.25X Cap: $107.57B
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Q: In a recent article that I read, the focus was on filtering “companies with expected ROE expansion driven by improving margins and total asset turnover, not financial engineering.”

Among those at the top of his list, the one that interested me was MDT.

- Do you agree that MDT should see favourable ROE going forward?

- Any concerns about valuation or competition?

- Would you agree that the requirement for MDT's devices would be more resilient during recessionary times compared to other types of surgeries?

Upvote 3

Read Answer Asked by James on March 27, 2026