Investment Q&A

• Meta Platforms Inc. (META $656.68)
  • $656.68 P/E (TTM): 27.13X Cap: $1.65T
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• Spotify Technology S.A. (SPOT $522.92)
  • $522.92 Cap: $104.41B
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Q: Which one of these two communication stocks would be your favorite today and the reason why please.

Upvote 4

Read Answer Asked by Cheryl on February 17, 2026

Q: Hi there. Do you have any thoughts on the ETF DDFD as a way to have exposure to both long and short sides of the market? Is it worth it to have a position/ half a position here? Thanks

Upvote 2

Read Answer Asked by Kevin on February 17, 2026

• Pinterest Inc. Class A (PINS $19.22)
  • $19.22 P/E (TTM): 27.36X Cap: $11.62B
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Q: Hi
Looking back at previous and most recent comments, you've considered PINS as a hold.
Would this still be the case ? Current thoughts please.
Thank you

Upvote 1

Read Answer Asked by mike on February 17, 2026

• York Space Systems Inc. (YSS $24.83)
  • $24.83 Cap: $3.35B
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Q: Is this company in the same type of area of expertise as VRT. Are they also working in the Ai space. I would appreciate your comments if this company would be worth investing. When do they report.

Upvote 1

Read Answer Asked by Guy on February 17, 2026

• Doximity Inc. Class A (DOCS $26.90)
  • $26.90 P/E (TTM): 19.8X Cap: $4.74B
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Q: DOCS Announced earnings recently but I have difficulty reconciling that with their past performance and the guidance which seemed quite bullish. Can you give me your take on their outlook please.

Upvote 1

Read Answer Asked by Mike on February 17, 2026

• Visa Inc. (V $320.85)
  • $320.85 P/E (TTM): 28.78X Cap: $614.10B
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Q: Hi 5i, scanned comments for review of recent quarter but could not find anything. Pls opine on their results. Is there any reason for the slow grind down over the last year? I would have thought the "big beautiful" bill coming this year would ignite consumer spending hence their toll fees. I'm looking to lighten up on my Cad financial sector holding due to the lack of progress in our economy getting anything built, plus the bleeding of manufacturing jobs and increasing delinquencies. Thx.

Upvote 6

Read Answer Asked by Christopher on February 17, 2026

• Dynex Capital Inc. (DX $13.90)
  • $13.90 P/E (TTM): 9.31X Cap: $2.83B
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Q: Can you update your opinion on DX please (from 5 years ago)

Upvote 1

Read Answer Asked by arnold on February 17, 2026

• Quanta Services Inc. (PWR $567.41)
  • $567.41 P/E (TTM): 80.75X Cap: $85.68B
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• EnerSys (ENS $164.78)
  • $164.78 P/E (TTM): 20.75X Cap: $6.11B
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• GE Vernova Inc. (GEV $847.33)
  • $847.33 P/E (TTM): 47.02X Cap: $237.50B
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Q: If you had to choose between GE Vernova (GEV), Quanta Services (PWR) and Enersys (ENS), what would be your favorite?

Upvote 4

Read Answer Asked by John on February 17, 2026

• Acadia Healthcare Company Inc. (ACHC $22.84)
  • $22.84 P/E (TTM): 14.73X Cap: $1.92B
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Q: thoughts on this company its at a 14 year low with a PE of 5.32,what can you tell me about management,headwinds,tailwinds and debt.. would you buy it here for a 1-3 year hold...thanks

Upvote 1

Read Answer Asked by Greg on February 17, 2026

• Ondas Inc (ONDS $10.13)
  • $10.13 Cap: $4.79B
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• Sportradar Group AG (SRAD $18.03)
  • $18.03 Cap: $5.86B
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Q: I am holding a small position in SRAD and I am down -30% on that investment. I was thinking of switching to ONDS which is also down from its peak similar percentage, in hope for a faster recovery. Would you endorse such a switch?
Thank you
Rob

Upvote 3

Read Answer Asked by Mariusz on February 13, 2026

• Broadcom Inc. (AVGO $314.20)
  • $314.20 P/E (TTM): 69.55X Cap: $1.51T
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• KLA Corporation (KLAC $1,454.60)
  • $1,454.60 P/E (TTM): 43.31X Cap: $201.19B
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• Lam Research Corporation (LRCX $217.29)
  • $217.29 P/E (TTM): 49.75X Cap: $288.46B
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• Micron Technology Inc. (MU $381.79)
  • $381.79 P/E (TTM): 40.02X Cap: $464.46B
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• NVIDIA Corporation (NVDA $180.53)
  • $180.53 P/E (TTM): 47.53X Cap: $4.43T
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• Emerson Electric Company (EMR $147.49)
  • $147.49 P/E (TTM): 36.02X Cap: $85.46B
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• Eaton Corporation PLC (ETN $356.76)
  • $356.76 P/E (TTM): 36.2X Cap: $146.39B
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• NRG Energy Inc. (NRG $163.83)
  • $163.83 P/E (TTM): 26.41X Cap: $39.50B
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• Rockwell Automation Inc. (ROK $400.65)
  • $400.65 P/E (TTM): 44.35X Cap: $46.30B
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• Advanced Micro Devices Inc. (AMD $192.16)
  • $192.16 P/E (TTM): 74.19X Cap: $323.83B
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• Take-Two Interactive Software Inc. (TTWO $220.01)
  • $220.01 Cap: $39.60B
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• MasTec Inc. (MTZ $302.58)
  • $302.58 P/E (TTM): 66.15X Cap: $22.87B
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• Elastic N.V. (ESTC $53.30)
  • $53.30 Cap: $5.47B
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• Clear Channel Outdoor Holdings Inc. (CCO $2.39)
  • $2.39 Cap: $1.19B
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• EMCOR Group Inc. (EME $741.32)
  • $741.32 P/E (TTM): 32.46X Cap: $32.76B
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• Comfort Systems USA Inc. (FIX $1,396.91)
  • $1,396.91 P/E (TTM): 48.91X Cap: $50.59B
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• SPX Technologies Inc. (SPXC $219.95)
  • $219.95 P/E (TTM): 50.68X Cap: $12.11B
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• Pegasystems Inc. (PEGA $45.34)
  • $45.34 P/E (TTM): 19.65X Cap: $7.28B
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• Primoris Services Corporation (PRIM $148.09)
  • $148.09 P/E (TTM): 32.74X Cap: $8.14B
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• Vistra Corp. (VST $162.30)
  • $162.30 P/E (TTM): 61.69X Cap: $55.93B
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• BWX Technologies Inc. (BWXT $208.24)
  • $208.24 P/E (TTM): 59.57X Cap: $19.79B
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• Zoomd Technologies Ltd. (ZOMD $1.03)
  • $1.03 P/E (TTM): 4.33X Cap: $105M
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• Datadog Inc. (DDOG $112.58)
  • $112.58 P/E (TTM): 331.02X Cap: $39.17B
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• Vertiv Holdings LLC Class A (VRT $244.77)
  • $244.77 P/E (TTM): 92.61X Cap: $98.61B
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• Snowflake Inc. (SNOW $168.30)
  • $168.30 Cap: $58.28B
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• JFrog Ltd. (FROG $42.61)
  • $42.61 Cap: $4.63B
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• Roblox Corporation Class A (RBLX $67.18)
  • $67.18 Cap: $47.79B
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• Applovin Corporation (APP $441.93)
  • $441.93 P/E (TTM): 19.51X Cap: $146.03B
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• Constellation Energy Corporation (CEG $324.84)
  • $324.84 P/E (TTM): 33.65X Cap: $118.42B
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• Talen Energy Corporation (TLN $341.38)
  • $341.38 P/E (TTM): 83.98X Cap: $17.82B
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Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?

Upvote 22

Read Answer Asked by simon on February 13, 2026

• Cummins Inc. (CMI $561.58)
  • $561.58 P/E (TTM): 28.6X Cap: $80.18B
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• Hewlett Packard Enterprise Company (HPE $21.76)
  • $21.76 Cap: $29.49B
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• Dell Technologies Inc. Class C (DELL $144.83)
  • $144.83 P/E (TTM): 15.55X Cap: $101.75B
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• Vertiv Holdings LLC Class A (VRT $244.77)
  • $244.77 P/E (TTM): 92.61X Cap: $98.61B
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• Arm Holdings plc (ARM $121.69)
  • $121.69 P/E (TTM): 167.44X Cap: $131.74B
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• Nebius Group N.V. (NBIS $88.34)
  • $88.34 Cap: $21.67B
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• Supermicro CDR (CAD Hedged) (SMCI)
  • P/E (TTM): 16.89X
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Q: Please rank these providers of products to data centres for a new buy and suggest any you would prefer. Thank you.

Upvote 5

Read Answer Asked by Ken on February 13, 2026

• ConocoPhillips (COP $117.73)
  • $117.73 P/E (TTM): 17.3X Cap: $144.52B
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• Chevron Corporation (CVX $188.20)
  • $188.20 P/E (TTM): 26.01X Cap: $378.32B
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• Devon Energy Corporation (DVN $43.72)
  • $43.72 P/E (TTM): 10.47X Cap: $27.86B
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• Exxon Mobil Corporation (XOM $150.50)
  • $150.50 P/E (TTM): 21.91X Cap: $642.59B
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• Shell PLC American Depositary Shares (each representing two (2)) (SHEL $82.24)
  • $82.24 P/E (TTM): 50.71X Cap: $243.99B
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Q: Please rank these oil stocks for a new buy and suggest any you may prefer. Thank you.

Upvote 3

Read Answer Asked by Ken on February 13, 2026

• DraftKings Inc. (DKNG $24.81)
  • $24.81 Cap: $11.74B
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• Flutter Entertainment Plc (FLUT $112.21)
  • $112.21 Cap: $18.18B
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Q: The negative momentum is driving the stock price down big time. Would you sell or hold here?

Upvote 1

Read Answer Asked by Harry on February 13, 2026

• Oklo Inc. Class A (OKLO $63.68)
  • $63.68 Cap: $10.10B
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Q: I am interested in your general perspective on OKLO. Given the recent pull-back I am curious what price you see as being attractive as an entry point (if at all).

Upvote 2

Read Answer Asked by Marcus on February 13, 2026

• Nebius Group N.V. (NBIS $88.34)
  • $88.34 Cap: $21.67B
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Q: Do you still like NBIS and is it a buy today?

Upvote 1

Read Answer Asked by John on February 12, 2026

• Paychex Inc. (PAYX $95.96)
  • $95.96 P/E (TTM): 19.77X Cap: $33.83B
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Q: What are your thoughts on Paychex after the huge drop in the last 8 months. Is it a buy at this price?

Upvote 1

Read Answer Asked by Sandy on February 12, 2026

• Nebius Group N.V. (NBIS $88.34)
  • $88.34 Cap: $21.67B
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Q: thoughts on NBIS earnings?

Upvote 11

Read Answer Asked by Judith on February 12, 2026

• Astera Labs Inc. (ALAB $110.98)
  • $110.98 P/E (TTM): 58.29X Cap: $20.51B
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Q: Here is an enterprise which presents ver good results above forecast and its shares plummet in the markets (more than 20%! ). What to think and what is the perspective for the future of this enterprise and also for the investor who owns some shares? (I know there is not and automatic correlation between good results and appreciation of shares, but in this case the gap is so large...). I will appreciate your comments in this case

Thank you very much in advance

Upvote 1

Read Answer Asked by Gabriel on February 12, 2026

• Applovin Corporation (APP $441.93)
  • $441.93 P/E (TTM): 19.51X Cap: $146.03B
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Q: Thoughts on Applovin’s latest quarter? Buy, sell, or hold? Thanks

Upvote 3

Read Answer Asked by Neil on February 12, 2026