Investment Q&A

• Blue Owl Capital Inc. Class A (OWL $8.96)
  • $8.96 P/E (TTM): 91.2X Cap: $14.13B
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Q: Hello Team,
Could I have your opinion on Blue Owl please.
Many thanks!

Upvote 3

Read Answer Asked by Issaku on March 02, 2026

• Intuitive Surgical Inc. (ISRG $471.91)
  • $471.91 P/E (TTM): 60.73X Cap: $169.76B
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• AbbVie Inc. (ABBV $205.20)
  • $205.20 P/E (TTM): 86.89X Cap: $362.35B
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• Eli Lilly and Company (LLY $903.02)
  • $903.02 P/E (TTM): 39.51X Cap: $860.30B
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• Merck & Company Inc. (MRK $116.37)
  • $116.37 P/E (TTM): 15.68X Cap: $286B
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• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $65.40)
  • $65.40 P/E (TTM): 22.27X Cap: $164M
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• iShares U.S. Healthcare ETF (IYH $60.62)
  • $60.62 P/E (TTM): 23.25X Cap: $2.85B
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Q: The sector rotations in the markets are wreaking havoc on my portfolio balance, mostly in a good way. The healthcare sector overall is down and the limited successes seem expensive. Also, the US government is pushing pharma to reduce their margins.
Do you feel that it is a good time to invest in healthcare and if so could you recommend stocks and etfs for broader exposure? For years, the etfs seem to have underperformed.

Thank you!

Upvote 9

Read Answer Asked by Peter on March 02, 2026

• CRISPR Therapeutics AG (CRSP $46.43)
  • $46.43 Cap: $4.49B
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Q: May I have your read on the reported earnings and prospects for CRSP please.

Upvote 2

Read Answer Asked by Mike on March 02, 2026

• Berkshire Hathaway Inc. (BRK.A $718,250.00)
  • $718,250.00 P/E (TTM): 15.48X Cap: $1.03T
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• Berkshire Hathaway Inc. (BRK.B $479.33)
  • $479.33 P/E (TTM): 15.52X Cap: $1.03T
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Q: Hi 5i,

Would you please comment the result and seem not that good. Does it relate to the new CEO? Please kindly advise the price to buy-in and the target price as well. Many thanks.

Upvote 2

Read Answer Asked by kwokwai on March 02, 2026

• Vertiv Holdings LLC Class A (VRT $270.89)
  • $270.89 P/E (TTM): 75.04X Cap: $97.94B
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Q: Hello Everyone at 5i!
What do you think is the long term prospects of Vertiv Holdings . I am up significantly and am thinking of taking a wee bit of money off the table.

Upvote 5

Read Answer Asked by Tamara on March 02, 2026

• Vistra Corp. (VST $152.72)
  • $152.72 P/E (TTM): 66.98X Cap: $51.21B
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• Talen Energy Corporation (TLN $315.77)
  • $315.77 Cap: $14.11B
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Q: After TLN results, your opinion please, are these good price entry points for these stocks
Thanks

Upvote 1

Read Answer Asked by andre on March 02, 2026

• Lantheus Holdings Inc. (LNTH $74.24)
  • $74.24 P/E (TTM): 22.55X Cap: $4.92B
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Q: What's your take on Lantheus' earnings report and outlook for the next few years? I sold most of my position a year ago. Would you continue to hold a small position or move on to a more promising name?

Thanks for your invaluable service.

Upvote 1

Read Answer Asked by Alvin on March 02, 2026

• Rocket Lab Corporation (RKLB $66.07)
  • $66.07 Cap: $38.71B
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Q: Thoughts on the quarter? Especially the outlook? Thanks.

Upvote 2

Read Answer Asked by David on March 02, 2026

• ODDITY Tech Ltd. (ODD $13.82)
  • $13.82 Cap: $796M
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Q: What are your thoughts about Oddity please thanks?

Upvote 1

Read Answer Asked by MG on March 02, 2026

• BlackSky Technology Inc. Class A (BKSY $25.43)
  • $25.43 Cap: $940M
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Q: Can I get a breakdown and analysis of the results for Blacksky please, and what you see for this company going forward.

Pete in Calgary.

Upvote 3

Read Answer Asked by Peter on March 02, 2026

• Netflix Inc. (NFLX $90.92)
  • $90.92 P/E (TTM): 36.31X Cap: $394.26B
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Q: Now that Netflix is ​​abandoning the WB acquisition and receiving $3 billion, how do you value the stock? Should we revisit the November price?

Upvote 2

Read Answer Asked by francis on March 02, 2026

• Warner Bros. Discovery Inc. (WBD $27.28)
  • $27.28 P/E (TTM): 94.55X Cap: $67.95B
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Q: Now that Paramount has won the bid to buy WBD at 31$ 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 $196.18)
  • $196.18 Cap: $10.29B
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• Karman Holdings Inc. (KRMN $101.84)
  • $101.84 P/E (TTM): 1419.71X Cap: $13.54B
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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 $114.91)
  • $114.91 Cap: $27.36B
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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 $62.04)
  • $62.04 P/E (TTM): 40.65X Cap: $2.08B
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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 $107.83)
  • $107.83 Cap: $19.27B
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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 $289.20)
  • $289.20 P/E (TTM): 27.64X Cap: $3.65T
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• Celestica Inc. (CLS $414.61)
  • $414.61 P/E (TTM): 37.86X Cap: $45.27B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.84)
  • $159.84 P/E (TTM): 126.99X Cap: $216.71B
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• Kraken Robotics Inc. (PNG $9.16)
  • $9.16 P/E (TTM): 148.83X Cap: $2.80B
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• Teradyne Inc. (TER $320.14)
  • $320.14 P/E (TTM): 83.81X Cap: $50.11B
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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 $86.30)
  • $86.30 P/E (TTM): 26.31X Cap: $9.73B
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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 $270.89)
  • $270.89 P/E (TTM): 75.04X Cap: $97.94B
  • View VRT Profile
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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 $59.89)
  • $59.89 P/E (TTM): 28.27X Cap: $36.64B
  • View XYZ Profile
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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