Investment Q&A

• Intuitive Surgical Inc. (ISRG $561.89)
  • $561.89 P/E (TTM): 73.26X Cap: $199.18B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $174.14)
  • $174.14 P/E (TTM): 44.1X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,345.47)
  • $5,345.47 P/E (TTM): 35.42X Cap: $172.30B
  • View BKNG Profile
  • View Questions on BKNG
• JPMorgan Chase & Co. (JPM $313.00)
  • $313.00 P/E (TTM): 15.62X Cap: $852.06B
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY $1,056.88)
  • $1,056.88 P/E (TTM): 51.58X Cap: $999.15B
  • View LLY Profile
  • View Questions on LLY
• United Rentals Inc. (URI $800.53)
  • $800.53 P/E (TTM): 21.09X Cap: $50.93B
  • View URI Profile
  • View Questions on URI
• Axon Enterprise Inc. (AXON $563.28)
  • $563.28 P/E (TTM): 175.99X Cap: $43.40B
  • View AXON Profile
  • View Questions on AXON
• EnerSys (ENS $144.46)
  • $144.46 P/E (TTM): 16.94X Cap: $5.17B
  • View ENS Profile
  • View Questions on ENS
• RTX Corporation (RTX $178.29)
  • $178.29 P/E (TTM): 36.39X Cap: $239.04B
  • View RTX Profile
  • View Questions on RTX

Q: What U.S. companies would you recommend for a US $ TFSA ?

Upvote 23

Read Answer Asked by Valerie on November 27, 2025

• NVIDIA Corporation (NVDA $174.14)
  • $174.14 P/E (TTM): 44.1X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA

Q: Looking to add an AI stock in the next month or so to my TFSA. Is Nvidia a good one to hold for a time and if not then who?

Thanks for the service.

Upvote 5

Read Answer Asked by Gregory on November 27, 2025

• Axon Enterprise Inc. (AXON $563.28)
  • $563.28 P/E (TTM): 175.99X Cap: $43.40B
  • View AXON Profile
  • View Questions on AXON

Q: Down significantly in the past 6 months, would this business be more reasonably valued now - and appropriate to step in at this point, to purchase for a long term hold?

Upvote 7

Read Answer Asked by Anthony on November 27, 2025

• Semtech Corporation (SMTC $71.01)
  • $71.01 P/E (TTM): 103.09X Cap: $6.21B
  • View SMTC Profile
  • View Questions on SMTC

Q: Hi,
What are your thoughts in Semtech's earnings? Mr. Market not too pleased.

Cheers, Chris

Upvote 1

Read Answer Asked by Christopher on November 26, 2025

• Fastly Inc. (FSLY $10.25)
  • $10.25 Cap: $1.53B
  • View FSLY Profile
  • View Questions on FSLY

Q: Greetings 5i, what is your opinion about this company and its prospects? Hold or sell? Thank you.

Upvote 1

Read Answer Asked by Barbara on November 26, 2025

• KKR & Co. Inc. (KKR $131.97)
  • $131.97 P/E (TTM): 56.52X Cap: $117.63B
  • View KKR Profile
  • View Questions on KKR
• Apollo Global Management Inc. (APO $146.30)
  • $146.30 P/E (TTM): 21.45X Cap: $84.91B
  • View APO Profile
  • View Questions on APO

Q: I bought APO @ $184 & KKR @ $151 in my RIF account. Should I sell, or hold?? Thanks for your Outstanding service!

Upvote 1

Read Answer Asked by Austin on November 26, 2025

• Palo Alto Networks Inc. (PANW $185.88)
  • $185.88 P/E (TTM): 118.41X Cap: $129.55B
  • View PANW Profile
  • View Questions on PANW
• Check Point Software Technologies Ltd. (CHKP $188.00)
  • $188.00 Cap: $20.30B
  • View CHKP Profile
  • View Questions on CHKP
• Zscaler Inc. (ZS $231.09)
  • $231.09 Cap: $36.10B
  • View ZS Profile
  • View Questions on ZS

Q: ZS Could you comment on Q1.
Growth seems strong but the price is down pre market.
Is this a long term hold?
Thanks.

Upvote 2

Read Answer Asked by Harry on November 26, 2025

• Adobe Inc. (ADBE $355.81)
  • $355.81 P/E (TTM): 22.31X Cap: $148.94B
  • View ADBE Profile
  • View Questions on ADBE
• Accenture plc Class A (Ireland) (ACN $269.96)
  • $269.96 P/E (TTM): 22.39X Cap: $177.68B
  • View ACN Profile
  • View Questions on ACN
• Nike Inc. (NKE $65.63)
  • $65.63 P/E (TTM): 34.42X Cap: $97.01B
  • View NKE Profile
  • View Questions on NKE
• Thermo Fisher Scientific Inc (TMO $562.39)
  • $562.39 P/E (TTM): 33.27X Cap: $211.29B
  • View TMO Profile
  • View Questions on TMO
• TELUS Corporation (T $17.44)
  • $17.44 Cap: $26.99B
  • View T Profile
  • View Questions on T
• IDEXX Laboratories Inc. (IDXX $697.10)
  • $697.10 P/E (TTM): 54.97X Cap: $55.54B
  • View IDXX Profile
  • View Questions on IDXX

Q: Dear 5i,

I have a diverse portfolio with stocks and ETFs. Most of my portfolio is doing well. Want to know your thoughts about a few of my holdings that are not doing so well - Adobe, Nike, Accenture, TMO, IDXX and Telus.

What are your thoughts? Should I replace these with a US ETF or hold on. Thanks for your valuable advice as always.

Upvote 3

Read Answer Asked by Alka on November 26, 2025

• Apple Inc. (AAPL $272.19)
  • $272.19 P/E (TTM): 36.81X Cap: $4.02T
  • View AAPL Profile
  • View Questions on AAPL
• NVIDIA Corporation (NVDA $174.14)
  • $174.14 P/E (TTM): 44.1X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA
• Axon Enterprise Inc. (AXON $563.28)
  • $563.28 P/E (TTM): 175.99X Cap: $43.40B
  • View AXON Profile
  • View Questions on AXON
• CrowdStrike Holdings Inc. (CRWD $477.26)
  • $477.26 Cap: $118.49B
  • View CRWD Profile
  • View Questions on CRWD

Q: Hi everyone at 5i thank you all for the great information love this service. So from an analytics point of view I am overweight tech and under weight industrials. Given the recent pull back is this a “good“ switch? This is in a registered account so no tax implications. I’m not that good at charts but it looks like there is some support at $500 for AXON? The other tech stocks I have are NVDA, SHOP, AAPL, CSU, LMN, TOI, of these CRWD is the worst performer only because of the date of acquiring it. I would love to hear your opinion. Thanks again for all your help.

Upvote 4

Read Answer Asked by Mark on November 26, 2025

• HIVE Digital Technologies Ltd. (HIVE $3.68)
  • $3.68 P/E (TTM): 23.24X Cap: $874M
  • View HIVE Profile
  • View Questions on HIVE
• Oscar Health Inc. Class A (OSCR $14.80)
  • $14.80 Cap: $4.07B
  • View OSCR Profile
  • View Questions on OSCR
• IREN Limited (IREN $35.80)
  • $35.80 P/E (TTM): 33.88X Cap: $11.75B
  • View IREN Profile
  • View Questions on IREN

Q: A couple of favourites amongst growth investors. Which do you think has better long term relevance? Does HIVE in Canada essentially have the same product offering as IREN?
Thanks

Upvote 3

Read Answer Asked by Curtis on November 26, 2025

• Quanta Services Inc. (PWR $421.31)
  • $421.31 P/E (TTM): 61.37X Cap: $62.82B
  • View PWR Profile
  • View Questions on PWR
• WSP Global Inc. (WSP $245.81)
  • $245.81 P/E (TTM): 36.71X Cap: $32.10B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $128.36)
  • $128.36 P/E (TTM): 30.63X Cap: $14.64B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• AECOM (ACM $97.31)
  • $97.31 P/E (TTM): 23.36X Cap: $12.74B
  • View ACM Profile
  • View Questions on ACM
• iShares Global Infrastructure ETF (IGF $60.87)
  • $60.87 P/E (TTM): 4.89X Cap: $8.67B
  • View IGF Profile
  • View Questions on IGF

Q: Further to my previous question,would you consider these all as a buy at this time?
Thank you

Upvote 4

Read Answer Asked by John on November 26, 2025

• Alphabet Inc. (GOOG $303.75)
  • $303.75 P/E (TTM): 30.38X Cap: $3.58T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $174.14)
  • $174.14 P/E (TTM): 44.1X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA

Q: NVDA down 5% more this morning. From 212$ down to 172$ this morning. Other chip stocks are moving up steady past weeks specially AVGO. Not the darling anymore. Competition taking over?

Upvote 10

Read Answer Asked by Denis on November 25, 2025

• Boston Omaha Corporation Class A (BOC $13.41)
  • $13.41 Cap: $425M
  • View BOC Profile
  • View Questions on BOC

Q: Hoping to re-visit this business, one year later. Is this any more appealing... a year after the departure of the co-CEO... and apparently still undervalued... or are the growth prospects still quite limited?

Upvote 1

Read Answer Asked by Anthony on November 25, 2025

• Hemisphere Energy Corporation (HME $1.97)
  • $1.97 P/E (TTM): 6.5X Cap: $186M
  • View HME Profile
  • View Questions on HME
• ONEOK Inc. (OKE $71.69)
  • $71.69 P/E (TTM): 13.08X Cap: $45.10B
  • View OKE Profile
  • View Questions on OKE
• Suncor Energy Inc. (SU $58.46)
  • $58.46 P/E (TTM): 13.57X Cap: $70.22B
  • View SU Profile
  • View Questions on SU
• Canadian Natural Resources Limited (CNQ $43.41)
  • $43.41 P/E (TTM): 13.56X Cap: $90.42B
  • View CNQ Profile
  • View Questions on CNQ

Q: what are your thoughts on this company please?

Upvote 4

Read Answer Asked by carl on November 25, 2025

• Meta Platforms Inc. (META $664.45)
  • $664.45 P/E (TTM): 29.1X Cap: $1.67T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $303.75)
  • $303.75 P/E (TTM): 30.38X Cap: $3.58T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $174.14)
  • $174.14 P/E (TTM): 44.1X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi,
Seeing the drop in NVDA makes me wonder if the talk that Meta is considering buying chips from GOOGL would really reduce NVDA's value this much? If you could weigh in with any comments and thoughts you have regarding this mornings drop I'd love to hear them!
Thanks!
D

Upvote 6

Read Answer Asked by Dawn on November 25, 2025

• Quanta Services Inc. (PWR $421.31)
  • $421.31 P/E (TTM): 61.37X Cap: $62.82B
  • View PWR Profile
  • View Questions on PWR
• AECOM (ACM $97.31)
  • $97.31 P/E (TTM): 23.36X Cap: $12.74B
  • View ACM Profile
  • View Questions on ACM
• iShares Global Infrastructure ETF (IGF $60.87)
  • $60.87 P/E (TTM): 4.89X Cap: $8.67B
  • View IGF Profile
  • View Questions on IGF

Q: What are your favorite stocks in the infrastructure space,one each in Canada and the U.S. and also is there an etf in this area that you like?
Thank you

Upvote 6

Read Answer Asked by John on November 25, 2025

• Honeywell International Inc. (HON $198.08)
  • $198.08 P/E (TTM): 20.89X Cap: $125.75B
  • View HON Profile
  • View Questions on HON
• Solstice Advanced Materials Inc. (SOLS $48.58)
  • $48.58 Cap: $7.71B
  • View SOLS Profile
  • View Questions on SOLS

Q: Hello,

Now that Honeywell has spun out SOLS, is the spin off worth keeping?

Thanks.

Upvote 2

Read Answer Asked by Sarj on November 25, 2025

• ASP Isotopes Inc. (ASPI $5.79)
  • $5.79 Cap: $641M
  • View ASPI Profile
  • View Questions on ASPI

Q: What are your thoughts on ASP Isotope’s latest quarter? The share price has taken a hit and is back at early 2025 levels. Do you think it has potential as a speculative small cap?

Upvote 2

Read Answer Asked by Gregory on November 25, 2025

• Surgery Partners Inc. (SGRY $15.83)
  • $15.83 Cap: $2.02B
  • View SGRY Profile
  • View Questions on SGRY

Q: Have been following this interesting stock for a while now and would love a breakdown of it's merits and outlook and would you recommend a small position?

Upvote 1

Read Answer Asked by Gary on November 25, 2025

• Uber Technologies Inc. (UBER $79.69)
  • $79.69 P/E (TTM): 10.4X Cap: $164.43B
  • View UBER Profile
  • View Questions on UBER

Q: Uber has had a pretty significant decline in the last short while. Do you see any news to explain this or any idea what has caused this? Thanks for your excellent service.

Upvote 2

Read Answer Asked by Leonard on November 25, 2025