Investment Q&A

• Broadcom Inc. (AVGO $422.59)
  • $422.59 P/E (TTM): 78.4X Cap: $2T
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• Costco Wholesale Corporation (COST $1,010.81)
  • $1,010.81 P/E (TTM): 69.9X Cap: $445.29B
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• Alphabet Inc. (GOOG $338.29)
  • $338.29 P/E (TTM): 30.57X Cap: $4.01T
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• Intuitive Surgical Inc. (ISRG $487.36)
  • $487.36 P/E (TTM): 57.34X Cap: $171.74B
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• NVIDIA Corporation (NVDA $201.70)
  • $201.70 P/E (TTM): 40.79X Cap: $4.92T
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• JPMorgan Chase & Co. (JPM $312.24)
  • $312.24 P/E (TTM): 15.64X Cap: $839.58B
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• Constellation Software Inc. (CSU $2,594.20)
  • $2,594.20 P/E (TTM): 77.63X Cap: $56.18B
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• Dollarama Inc. (DOL $171.84)
  • $171.84 P/E (TTM): 36.21X Cap: $46.53B
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• Intact Financial Corporation (IFC $257.91)
  • $257.91 P/E (TTM): 14.11X Cap: $46.11B
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• Celestica Inc. (CLS $551.99)
  • $551.99 P/E (TTM): 55.58X Cap: $63.20B
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• FirstService Corporation (FSV $206.40)
  • $206.40 P/E (TTM): 45.87X Cap: $9.39B
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• Thomson Reuters Corporation (TRI $124.76)
  • $124.76 P/E (TTM): 28.74X Cap: $56.50B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.22)
  • $173.22 P/E (TTM): 139.22X Cap: $235.54B
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• goeasy Ltd. (GSY $32.54)
  • $32.54 P/E (TTM): 2.37X Cap: $542M
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• TerraVest Industries Inc. (TVK $136.39)
  • $136.39 Cap: $2.98B
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• Axon Enterprise Inc. (AXON $388.43)
  • $388.43 P/E (TTM): 268.16X Cap: $32.48B
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Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.

Upvote 60

Read Answer Asked by Bruce on August 28, 2025

• Veeva Systems Inc. Class A (VEEV $156.81)
  • $156.81 P/E (TTM): 30.84X Cap: $26.75B
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Q: What are your thoughts on VEEV latest quarterly results

Thks marcel

Upvote 1

Read Answer Asked by Marcel on August 28, 2025

• Box Inc. Class A (BOX $23.37)
  • $23.37 P/E (TTM): 41.24X Cap: $3.39B
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Q: Box seems to have reinvented itself. Doing lots of promo of it's role in readying a company's data and security so that it can use A I effectively. Count MS among clients. Can you assess the new version please?

Upvote 1

Read Answer Asked by Valerie on August 28, 2025

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $54.20)
  • $54.20 P/E (TTM): 20.27X Cap: $3.95B
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• BMO S&P 500 Index ETF (ZSP $106.65)
  • $106.65 P/E (TTM): 25.8X Cap: $22.22B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $48.99)
  • $48.99 P/E (TTM): 23.12X Cap: $20.03B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $65.70)
  • $65.70 P/E (TTM): 32.77X Cap: $4.85B
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• iShares Core S&P Mid-Cap ETF (IJH $72.72)
  • $72.72 P/E (TTM): 19.82X Cap: $115.03B
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• iShares Core S&P Small-Cap ETF (IJR $135.80)
  • $135.80 P/E (TTM): 17.5X Cap: $100.86B
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Q: I currently hold these 4 ETF's in a RRSP account. Is there any other ETF that you would add to this list?

Upvote 4

Read Answer Asked on August 28, 2025

• Applied Materials Inc. (AMAT $401.26)
  • $401.26 P/E (TTM): 40.36X Cap: $320.20B
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Q: Do you think AMAT is the best stock in it's space? If not, can you please provide one's you think are just as good or better? Can you also mention if you think any of them are reasonable valuation at this time for a long term hold in a TFSA.

Upvote 2

Read Answer Asked by Ian on August 28, 2025

• NVIDIA Corporation (NVDA $201.70)
  • $201.70 P/E (TTM): 40.79X Cap: $4.92T
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• Nvidia CDR (CAD Hedged) (NVDA $45.39)
  • $45.39 P/E (TTM): 40.79X Cap: $6.72T
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Q: Please ignore if other have asked. Your thoughts on NVDA's earnings and conference call. Thank-you.

Upvote 21

Read Answer Asked by Alex on August 28, 2025

• SailPoint Inc. (SAIL)
  • Cap: $6.92B
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Q: I note that Sail is now a significant holding in BUG, which seems a vote of faith. Burning cash, but less so than in the past, I gather and earning more. I believe it has no debt currently. Could you please evaluate its prospects and whether it looks buyable here?

Upvote 1

Read Answer Asked by Valerie on August 28, 2025

• Microsoft Corporation (MSFT $421.19)
  • $421.19 P/E (TTM): 26.53X Cap: $3.21T
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• Palo Alto Networks Inc. (PANW $173.30)
  • $173.30 P/E (TTM): 96.66X Cap: $147.85B
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• Okta Inc. (OKTA $75.27)
  • $75.27 P/E (TTM): 60.66X Cap: $13.92B
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Q: I don't know what to think of OKTA ? It jumped up in March to May and has been going down since. Do I keep it or invest the money elsewhere ? Thanks.

Upvote 3

Read Answer Asked by Frank on August 28, 2025

• Alphabet Inc. (GOOG $338.29)
  • $338.29 P/E (TTM): 30.57X Cap: $4.01T
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• Palo Alto Networks Inc. (PANW $173.30)
  • $173.30 P/E (TTM): 96.66X Cap: $147.85B
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• CrowdStrike Holdings Inc. (CRWD $447.58)
  • $447.58 Cap: $118.35B
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Q: Hi, could you please report and comment on CRWD earnings, forcasts and post market reaction ? thank you.

Upvote 4

Read Answer Asked by Luc on August 28, 2025

• Weatherford International plc (WFRD $101.36)
  • $101.36 P/E (TTM): 16.8X Cap: $7.26B
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Q: Hello 5i
Could I have your assessment of Weatherford International?
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on August 28, 2025

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.44)
  • $16.44 P/E (TTM): 91.89X Cap: $1.60B
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Q: hi 5i
Current holder of goose and see this morning it is up on rumours it may be taken private...any validity to these rumours as far as you know....and in your opinion what would you expect a take out price to be?
thx

Upvote 3

Read Answer Asked by jim on August 27, 2025

• Pagaya Technologies Ltd. (PGY $14.10)
  • $14.10 P/E (TTM): 14.76X Cap: $1.23B
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Q: Hi 5i,

What are your thoughts on this company, its future prospects, business model and valuation.

Thank you!

Upvote 4

Read Answer Asked by James on August 27, 2025

• Nebius Group N.V. (NBIS $157.86)
  • $157.86 Cap: $37.17B
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Q: Quite a “Bullish” article on NBIS by Benzinga. Not sure if I believe it all however I’m definitely holding. Thank you very much for bringing this company to our (5i’s members) attention.
https://www.benzinga.com/markets/tech/25/08/47307261/nebius-just-made-its-stock-a-limited-edition-ai-upside-fewer-shares
Regards,
Jim

Upvote 9

Read Answer Asked by James on August 27, 2025

• Nebius Group N.V. (NBIS $157.86)
  • $157.86 Cap: $37.17B
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Q: Around what price would you recommend taking a starter position in NBIS? I read yesterday that they are cancelling 40 million shares and are authorizing a 20% buyback on class A shares, yet not much movement today in price action. Further, are there any options strategies you would recommend for these growth-oriented companies?

Upvote 4

Read Answer Asked by Connor on August 27, 2025

• Skyworks Solutions Inc. (SWKS $61.54)
  • $61.54 P/E (TTM): 23.05X Cap: $9.28B
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• Texas Instruments Incorporated (TXN $270.86)
  • $270.86 P/E (TTM): 42.7X Cap: $215.15B
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• Monolithic Power Systems Inc. (MPWR $1,554.99)
  • $1,554.99 P/E (TTM): 118.81X Cap: $74.75B
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• Lattice Semiconductor Corporation (LSCC $118.91)
  • $118.91 P/E (TTM): 3901.67X Cap: $15.82B
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• Semtech Corporation (SMTC $105.08)
  • $105.08 Cap: $9.63B
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Q: SMTC Can you please comment on their recent quarter and update your thoughts since your last comments.

Which other semi conductor companies do they compete with, and how does it compare against them?

Upvote 3

Read Answer Asked by Adam on August 27, 2025

• Catalyst Pharmaceuticals Inc. (CPRX $26.10)
  • $26.10 P/E (TTM): 15.17X Cap: $3.16B
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Q: Are there any news or downgrades for CPRX? It's down 3.5% on the up day. Do you still like/recommend this stock for healthcare holdings?

Upvote 4

Read Answer Asked by Anit on August 26, 2025

• AbbVie Inc. (ABBV $201.97)
  • $201.97 P/E (TTM): 86.92X Cap: $354.63B
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• Cybin Inc Com (CX $0.14)
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• COMPASS Pathways Plc (CMPS $8.85)
  • $8.85 Cap: $1.12B
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• Definium Therapeutics Inc Com (MNMD)
  • Cap: $1.47B
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Q: What is your opinion of ABBV buying an experimental drug derived in the psychedelic space from private company Gilgamesh for 1.2B?. Do you think with some of these psychedelic companies now getting phase 2 and phase 3 trials wrapped up on their potential drug offerings that the psychedelic market might get some legs in the near future as the big pharma companies look for the next big thing. ? With these being very spec who would be you picks in the space for fun money?

Upvote 1

Read Answer Asked by Kolbi on August 26, 2025

• Amazon.com Inc. (AMZN $254.99)
  • $254.99 P/E (TTM): 34.85X Cap: $2.74T
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• Uber Technologies Inc. (UBER $76.85)
  • $76.85 P/E (TTM): 16.33X Cap: $154.40B
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• Maplebear Inc. (CART $42.60)
  • $42.60 P/E (TTM): 27.47X Cap: $10.56B
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Q: What is going on with CART? Is the selloff warranted, or is it oversold due to fears of Amazon taking market share?

Upvote 2

Read Answer Asked by Mark on August 26, 2025

• IREN Limited (IREN $49.31)
  • $49.31 P/E (TTM): 80.66X Cap: $16.07B
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Q: Hello,

What are your thoughts on IREN, its valuation, business model and future prospects?

Would you have any names in the same space that you prefer?

Thank you!

Upvote 3

Read Answer Asked by James on August 26, 2025

• McKesson Corporation (MCK $830.25)
  • $830.25 P/E (TTM): 24.3X Cap: $101.57B
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Q: Hello everyone,

Mckesson (MCK) has recently pulled back and just upped it's dividend. I wanted your thoughts on the name and whether it's a good time to buy, in light of the challenges in the sector from Trump's health care reform focus.

Thanks again.

Peter

Upvote 2

Read Answer Asked by Peter on August 26, 2025