Investment Q&A

• Warner Bros. Discovery Inc. (WBD $27.42)
  • $27.42 P/E (TTM): 94.31X Cap: $68.52B
  • View WBD Profile
  • View Questions on WBD

Q: Now that Paramount has won the bid to buy WBD at 31$ per share, and stock price is still 28, do you see an almost guaranteed 10% gain as long as you're willing to hold the stock for a few months or a year?
It almost seems like a lot of free money. Any explanation why the current price is not closer to 31?
Do you recommend buying at $28?

Upvote 2

Read Answer Asked by Connie on March 02, 2026

• AeroVironment Inc. (AVAV $197.72)
  • $197.72 Cap: $10.55B
  • View AVAV Profile
  • View Questions on AVAV
• Karman Holdings Inc. (KRMN $99.38)
  • $99.38 P/E (TTM): 1449.0X Cap: $14.01B
  • View KRMN Profile
  • View Questions on KRMN

Q: Which of these two would you rank higher?

Upvote 2

Read Answer Asked by Mike on March 02, 2026

• Nebius Group N.V. (NBIS $117.62)
  • $117.62 Cap: $28B
  • View NBIS Profile
  • View Questions on NBIS

Q: NBIS has dropped quite a bit today. I would like your interpretation of the drop and would like to know whether you would suggest adding to it at this time?

Upvote 8

Read Answer Asked by Zara on February 27, 2026

• CECO Environmental Corp. (CECO $55.28)
  • $55.28 P/E (TTM): 41.38X Cap: $2.05B
  • View CECO Profile
  • View Questions on CECO

Q: I know it’s been a very volatile stock lately, but would you initiate a position at these level levels?

Upvote 6

Read Answer Asked by Gary on February 27, 2026

• Flutter Entertainment Plc (FLUT $104.81)
  • $104.81 Cap: $18.57B
  • View FLUT Profile
  • View Questions on FLUT

Q: Market reaction is harsh. What do you see going forward?
Hold or sell?

Upvote 1

Read Answer Asked by Harry on February 27, 2026

• Alphabet Inc. (GOOG $298.79)
  • $298.79 P/E (TTM): 28.33X Cap: $3.71T
  • View GOOG Profile
  • View Questions on GOOG
• Celestica Inc. (CLS $369.27)
  • $369.27 P/E (TTM): 38.57X Cap: $42.45B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
  • $160.64 P/E (TTM): 134.43X Cap: $219.42B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Kraken Robotics Inc. (PNG $8.93)
  • $8.93 P/E (TTM): 160.17X Cap: $2.80B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Teradyne Inc. (TER $290.83)
  • $290.83 P/E (TTM): 86.48X Cap: $45.53B
  • View TER Profile
  • View Questions on TER

Q: What are your top 5 growth stocks? Can you provide a couple of compelling reasons why each makes the grade and also rank them from highest to lowest conviction. Finally can you indicate where you feel the stock price will be 12 months from now.

Upvote 32

Read Answer Asked on February 27, 2026

• Donaldson Company Inc. (DCI $83.65)
  • $83.65 P/E (TTM): 26.42X Cap: $9.73B
  • View DCI Profile
  • View Questions on DCI

Q: Your updated comments on DCI please. Buy, sell or hold? Thanks

Upvote 1

Read Answer Asked by Charles on February 27, 2026

• Vertiv Holdings LLC Class A (VRT $255.88)
  • $255.88 P/E (TTM): 77.63X Cap: $97.89B
  • View VRT Profile
  • View Questions on VRT

Q: Morning 5i Team,

Please comment on the volatility of VRT yesterday (it was slightly down when the closing bell rang). Also would it be a buy, hold or sell going forward?
Thanks again for the great work.
H

Upvote 2

Read Answer Asked by Harry on February 27, 2026

• Block Inc. Class A (XYZ $59.37)
  • $59.37 P/E (TTM): 27.54X Cap: $35.34B
  • View XYZ Profile
  • View Questions on XYZ

Q: Greetings 5i, may we please have your updated opinion and analysis of Block, particularly in light of Q4 2025 results and the announcement on workforce reduction. If you held the stock would you add? Is it a buy? Thank you.

Upvote 2

Read Answer Asked by Barbara on February 27, 2026

• Heico Corporation (HEI $275.16)
  • $275.16 P/E (TTM): 56.98X Cap: $38.38B
  • View HEI Profile
  • View Questions on HEI

Q: HEI just announced earnings and the stock dropped like a rock. I would appreciate your thoughts on the earnings and on the company as a whole. Is it worth keeping or do you have a better idea in the sector. Thanks so much.

Upvote 2

Read Answer Asked by Brian on February 27, 2026

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
  • View GEN Profile
  • View Questions on GEN
• Fortinet Inc. (FTNT $81.40)
  • $81.40 P/E (TTM): 34.32X Cap: $61.50B
  • View FTNT Profile
  • View Questions on FTNT
• CrowdStrike Holdings Inc. (CRWD $409.00)
  • $409.00 Cap: $108.59B
  • View CRWD Profile
  • View Questions on CRWD

Q: Can you provide your comments on the growth profiles, historical and in the next few years, for both of them?
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.

Upvote 5

Read Answer Asked by Jabs on February 27, 2026

• Zoom Communications Inc. (ZM $76.61)
  • $76.61 P/E (TTM): 12.33X Cap: $22.57B
  • View ZM Profile
  • View Questions on ZM

Q: Greetings 5i, your updated opinion and analysis on this company and its future prospects please. Thank you.

Upvote 3

Read Answer Asked by Barbara on February 27, 2026

• AST SpaceMobile Inc. (ASTS $89.93)
  • $89.93 Cap: $35.94B
  • View ASTS Profile
  • View Questions on ASTS

Q: Hi 5i Team,
I see a few older questions related to ASTS - but was wondering if you can provide some commentary on this company with the updates in the last year or so:
- Golden Dome funding
- US Space Development Agency Contract (30M)
- Launch cadence timings on Blue Origin
- Financing package from mid Feb
- Bluebird 6 launch Dec on ISRO

Is it a buy at current prices?

Upvote 3

Read Answer Asked by Andrew on February 27, 2026

• Alphabet Inc. (GOOG $298.79)
  • $298.79 P/E (TTM): 28.33X Cap: $3.71T
  • View GOOG Profile
  • View Questions on GOOG
• Amazon.com CDR (CAD Hedged) (AMZN $23.71)
  • $23.71 P/E (TTM): 29.27X Cap: $3.07T
  • View AMZN Profile
  • View Questions on AMZN

Q: Hello
like to add to the above , already has a 1/3 position
would you prefer goog over amzn
also an entry price to suggest would be great
thanks
Michael

Upvote 5

Read Answer Asked by Michael on February 27, 2026

• The Trade Desk Inc. (TTD $24.11)
  • $24.11 P/E (TTM): 26.17X Cap: $11.47B
  • View TTD Profile
  • View Questions on TTD

Q: Hello, can you comment on their latest earnings? Did you listen to Jeff green usually he gives a lot of information

Upvote 1

Read Answer Asked by jean on February 27, 2026

• Cipher Digital Inc. (CIFR $14.01)
  • $14.01 Cap: $5.93B
  • View CIFR Profile
  • View Questions on CIFR

Q: Thoughts on recent earnings, name change and outlook?

Upvote 3

Read Answer Asked by Sal on February 26, 2026

• Shift4 Payments Inc. Class A (FOUR $41.17)
  • $41.17 P/E (TTM): 62.92X Cap: $3.40B
  • View FOUR Profile
  • View Questions on FOUR

Q: four seems to be taking it on the chin today. Any reason why?

Upvote 2

Read Answer Asked by sean on February 26, 2026

• Axon Enterprise Inc. (AXON $496.27)
  • $496.27 P/E (TTM): 336.7X Cap: $40.37B
  • View AXON Profile
  • View Questions on AXON
• TransMedics Group Inc. (TMDX $113.90)
  • $113.90 P/E (TTM): 23.34X Cap: $3.90B
  • View TMDX Profile
  • View Questions on TMDX

Q: Could I please get your thoughts on Axon and TransMedic's latest quarterly results please? I thought both were excellent and Axon's share price responded accordingly. TransMedics not so much.
Thanks,
Neil

Upvote 6

Read Answer Asked by Neil on February 26, 2026

• NVIDIA Corporation (NVDA $172.70)
  • $172.70 P/E (TTM): 36.82X Cap: $4.33T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi 5i, thoughts on results, and why the market dislikes the results. Going fwd is it still a buy for new positions? Thx

Upvote 17

Read Answer Asked by Christopher on February 26, 2026

• Constellation Software Inc. (CSU $2,499.22)
  • $2,499.22 P/E (TTM): 77.98X Cap: $53.38B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
  • $160.64 P/E (TTM): 134.43X Cap: $219.42B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• The Trade Desk Inc. (TTD $24.11)
  • $24.11 P/E (TTM): 26.17X Cap: $11.47B
  • View TTD Profile
  • View Questions on TTD

Q: Can you please comment on the latest quarterly report and conference call as well as your thoughts on if it might be time to move on from this one. If you are more on the sell side with this latest report, any tech sector top favorites you could recommend to replace it with would be greatly appreciated.

Upvote 2

Read Answer Asked by Justin on February 26, 2026