Investment Q&A

• Figure Technology Solutions Inc. (FIGR $44.54)
  • $44.54 P/E (TTM): 167.29X Cap: $12.94B
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Q: Your opinion. thanks.

Upvote 1

Read Answer Asked by Martin on January 21, 2026

• Mastercard CDR (CAD Hedged) (MA $33.67)
  • $33.67 P/E (TTM): 38.79X Cap: $633.92B
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• Visa CDR (CAD Hedged) (VISA $30.36)
  • $30.36 P/E (TTM): 32.73X Cap: $861.80B
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Q: Hey team,
Looking to start a position - any preference at this time for a long term hold. Currently have a small Visa position in an RRSP. This would be a CDR holding in a cash account.
Thank you

Upvote 3

Read Answer Asked by Kyle on January 21, 2026

• Guardant Health Inc. (GH $113.05)
  • $113.05 Cap: $14.24B
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• GeneDx Holdings Corp. (WGS $95.23)
  • $95.23 P/E (TTM): 900.09X Cap: $2.75B
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• GRAIL Inc. (GRAL $105.42)
  • $105.42 Cap: $4.04B
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Q: What do you think of WGS? After the pullback the fundamentals don't seem so high anymore for a high flyer. 5.5x 2026 revenue, 70% margin. Would you pick them over GRAL?

Upvote 1

Read Answer Asked by Ian on January 21, 2026

• Smithfield Foods Inc. (SFD $24.10)
  • $24.10 P/E (TTM): 10.77X Cap: $9.51B
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Q: Interested in your take on this company and would you consider starting a position at this time advisable.

Upvote 3

Read Answer Asked by Steven on January 20, 2026

• Chewy Inc. Class A (CHWY $27.09)
  • $27.09 P/E (TTM): 56.78X Cap: $11.24B
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Q: Could I get an updated assessment on this company. Is it inexpensive relative to its historic PE's. Does expected growth make it an attractive buy at the current price?
Thank you.

Upvote 1

Read Answer Asked by John on January 20, 2026

• Ondas Inc (ONDS $11.38)
  • $11.38 Cap: $4.80B
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Q: Is this a good time to initiate a position?

Upvote 6

Read Answer Asked by Gary on January 20, 2026

• Celestica Inc. (CLS $405.55)
  • $405.55 P/E (TTM): 46.46X Cap: $46.65B
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• Kraken Robotics Inc. (PNG $8.11)
  • $8.11 P/E (TTM): 137.5X Cap: $2.48B
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• EnerSys (ENS $189.93)
  • $189.93 P/E (TTM): 21.78X Cap: $7.01B
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• Nebius Group N.V. (NBIS $89.95)
  • $89.95 Cap: $21.41B
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• Karman Holdings Inc. (KRMN $111.72)
  • $111.72 P/E (TTM): 1482.86X Cap: $14.78B
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Q: What are the three or four most interesting US or Canadian growth stocks, irrespective of sector, for purchase now in your opinion?

Upvote 49

Read Answer Asked by John on January 19, 2026

• Tetra Technologies Inc. (TTI $12.32)
  • $12.32 P/E (TTM): 13.03X Cap: $1.54B
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Q: Up 60% on Tti . Should I be trimming here?

Upvote 1

Read Answer Asked by Mike on January 19, 2026

• Axon Enterprise Inc. (AXON $451.29)
  • $451.29 P/E (TTM): 145.11X Cap: $35.82B
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Q: AXON reached an all time high in the first week of August 2025, and then the share price plunged about 40% until about mid November 2025 when it started to recover.

What event, or series of events caused that steep decline?

Upvote 5

Read Answer Asked by John on January 19, 2026

• Nebius Group N.V. (NBIS $89.95)
  • $89.95 Cap: $21.41B
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Q: I see that you like NBIS a lot, and that revenues are expected to increase 500% in 2026. However, when do you think that earnings will enter the plus column? TD projects negative earnings for each quarter in 2026. I don't mind taking some risk, however, I need to foresee good earnings somewhere in the foreseeable future to do that.

Upvote 5

Read Answer Asked by arnold on January 19, 2026

• Adobe Inc. (ADBE $271.93)
  • $271.93 P/E (TTM): 17.89X Cap: $111.62B
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Q: Adbe performance has been terrible of late.Can you provide a current outlook?thx

Upvote 2

Read Answer Asked by Kim on January 19, 2026

• Broadcom Inc. (AVGO $320.33)
  • $320.33 P/E (TTM): 69.71X Cap: $1.56T
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• Alphabet Inc. (GOOG $340.70)
  • $340.70 P/E (TTM): 34.05X Cap: $4.09T
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• KLA Corporation (KLAC $1,355.54)
  • $1,355.54 P/E (TTM): 44.31X Cap: $177.67B
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• Lam Research Corporation (LRCX $230.10)
  • $230.10 P/E (TTM): 52.43X Cap: $287.34B
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• Microsoft Corporation (MSFT $411.21)
  • $411.21 P/E (TTM): 30.11X Cap: $3.05T
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• NVIDIA Corporation (NVDA $180.34)
  • $180.34 P/E (TTM): 46.06X Cap: $4.51T
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• Amphenol Corporation (APH $147.06)
  • $147.06 P/E (TTM): 48.31X Cap: $180B
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• Rockwell Automation Inc. (ROK $430.31)
  • $430.31 P/E (TTM): 56.02X Cap: $48.31B
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• Arista Networks Inc. (ANET $139.39)
  • $139.39 P/E (TTM): 52.41X Cap: $175.53B
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• Vertiv Holdings LLC Class A (VRT $190.15)
  • $190.15 P/E (TTM): 71.7X Cap: $72.70B
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Q: With regards to 5i AI special report is there any advice for members as to where to start. There are a lot of companies in your report. Maybe if you could narrow things down to 5 or 6 companies from different areas of AI that could be a core holding.Thank-you for the report and helping me to understand theAI process.
THX

Upvote 46

Read Answer Asked by blake on January 19, 2026

• NVIDIA Corporation (NVDA $180.34)
  • $180.34 P/E (TTM): 46.06X Cap: $4.51T
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• Nebius Group N.V. (NBIS $89.95)
  • $89.95 Cap: $21.41B
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Q: Hello
Curious as to why the company had 7.4 Billion in sales in 2022 but only 21Million in 2023 and 118Million in 2024.

Could you explain why you like it so much and could a person own it and NVDA?

Thanks
jeff

Upvote 16

Read Answer Asked by JEFF on January 19, 2026

• Sandisk Corporation (SNDK $695.51)
  • $695.51 Cap: $102.63B
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Q: With its parabolic rise over the last year and especially three months is SNDK out over its skis or still buyable at this level?

Upvote 4

Read Answer Asked by Kim on January 19, 2026

• Robinhood Markets Inc. (HOOD $87.07)
  • $87.07 P/E (TTM): 37.46X Cap: $78.29B
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Q: Why it is dropping? Is this good entry point?

Upvote 6

Read Answer Asked by Milan on January 18, 2026

• T-Mobile US Inc. (TMUS $197.68)
  • $197.68 P/E (TTM): 18.77X Cap: $221.10B
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Q: I bought this stock last summer and I'm down 18%. My plan is to hold it long-term, and based on this, I was wondering if it makes sense to add to it.

Upvote 1

Read Answer Asked by Brendan on January 18, 2026

• Firan Technology Group Corporation (FTG $15.74)
  • $15.74 P/E (TTM): 36.02X Cap: $396M
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• kneat.com inc. (KSI $4.35)
  • $4.35 Cap: $414M
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• WELL Health Technologies Corp. (WELL $3.95)
  • $3.95 Cap: $1B
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• Eagle Materials Inc (EXP $219.56)
  • $219.56 P/E (TTM): 15.46X Cap: $6.90B
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• nVent Electric plc (NVT $119.43)
  • $119.43 P/E (TTM): 63.22X Cap: $19.27B
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• VPN Technologies (VPN)
  • Cap: $5M
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• Ondas Inc (ONDS $11.38)
  • $11.38 Cap: $4.80B
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• Genius Sports Limited (GENI $8.22)
  • $8.22 Cap: $1.97B
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• Cellebrite DI Ltd. (CLBT $14.28)
  • $14.28 Cap: $3.41B
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• Sportradar Group AG (SRAD $18.12)
  • $18.12 Cap: $5.42B
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• Propel Holdings Inc. (PRL $24.70)
  • $24.70 P/E (TTM): 11.83X Cap: $972M
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• Sezzle Inc. (SEZL $63.01)
  • $63.01 Cap: $2.15B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $73.59)
  • $73.59 P/E (TTM): 47.77X Cap: $7.97B
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• Karman Holdings Inc. (KRMN $111.72)
  • $111.72 P/E (TTM): 1482.86X Cap: $14.78B
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• Ouster Inc. (OUST $20.27)
  • $20.27 Cap: $1.21B
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Q: Hello Team,

I don't currently own any of the noted stocks, can you rank them in order in which you would purchase today based on a 2-3 year return. Thanks.

Upvote 8

Read Answer Asked by Kevin on January 18, 2026

• Intuit Inc. (INTU $434.09)
  • $434.09 P/E (TTM): 33.46X Cap: $120.85B
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• Lam Research Corporation (LRCX $230.10)
  • $230.10 P/E (TTM): 52.43X Cap: $287.34B
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• Ouster Inc. (OUST $20.27)
  • $20.27 Cap: $1.21B
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Q: Good morning,

Is the recent significantly negative momentum with Intuit a sign that it's time to move on? If changing course, would you endorse a move to LAM Research or Ouster?

Thank you!

Brad

Upvote 1

Read Answer Asked by Bradley on January 17, 2026

• Amazon.com Inc. (AMZN $238.62)
  • $238.62 P/E (TTM): 34.32X Cap: $2.55T
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $64.53)
  • $64.53 P/E (TTM): 30.77X Cap: $103.94B
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Q: Any reasons for the recent weakness of BAM & AMZN? Timely to buy Amzn and what is good entry prices in US$ and Can$?Please comment on Amzn especially re its AI and holiday sales.Txs for u usual great services & views

Upvote 4

Read Answer Asked by Peter on January 17, 2026

• Amazon.com Inc. (AMZN $238.62)
  • $238.62 P/E (TTM): 34.32X Cap: $2.55T
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• Alphabet Inc. (GOOG $340.70)
  • $340.70 P/E (TTM): 34.05X Cap: $4.09T
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Q: I have a resource, bank and reit focused portfolio with very little tech exposure (apple). I'm considering a position in both google and amazon. Do think this is as good a time as any to buy and how much of a position would you recommend?
Thanks!
Dave

Upvote 5

Read Answer Asked by David on January 17, 2026