Investment Q&A

• Alphabet Inc. (GOOG $330.47)
  • $330.47 P/E (TTM): 31.03X Cap: $4.01T
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• Palo Alto Networks Inc. (PANW $174.96)
  • $174.96 P/E (TTM): 93.68X Cap: $142.76B
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• CrowdStrike Holdings Inc. (CRWD $449.61)
  • $449.61 Cap: $114.02B
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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 $99.63)
  • $99.63 P/E (TTM): 16.89X Cap: $7.14B
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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 $16.54)
  • $16.54 P/E (TTM): 92.33X 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 $14.32)
  • $14.32 P/E (TTM): 15.54X 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 $156.55)
  • $156.55 Cap: $37.27B
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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 $156.55)
  • $156.55 Cap: $37.27B
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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 $59.94)
  • $59.94 P/E (TTM): 22.87X Cap: $9.01B
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• Texas Instruments Incorporated (TXN $233.15)
  • $233.15 P/E (TTM): 42.8X Cap: $212.27B
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• Monolithic Power Systems Inc. (MPWR $1,527.95)
  • $1,527.95 P/E (TTM): 115.93X Cap: $75.04B
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• Lattice Semiconductor Corporation (LSCC $117.05)
  • $117.05 P/E (TTM): 3961.0X Cap: $16.02B
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• Semtech Corporation (SMTC $103.48)
  • $103.48 Cap: $9.61B
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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 $25.64)
  • $25.64 P/E (TTM): 15.43X Cap: $3.13B
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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 $205.12)
  • $205.12 P/E (TTM): 86.32X Cap: $362.80B
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• Cybin Inc Com (CX $0.14)
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• COMPASS Pathways Plc (CMPS $9.25)
  • $9.25 Cap: $1.19B
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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 $249.91)
  • $249.91 P/E (TTM): 34.63X Cap: $2.68T
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• Uber Technologies Inc. (UBER $77.26)
  • $77.26 P/E (TTM): 16.38X Cap: $157.83B
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• Maplebear Inc. (CART $42.85)
  • $42.85 P/E (TTM): 28.21X 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 $45.17)
  • $45.17 P/E (TTM): 87.0X Cap: $15B
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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 $842.25)
  • $842.25 P/E (TTM): 24.78X Cap: $103.16B
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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

• VanEck Vectors Gaming ETF (BJK)
  • P/E (TTM): 19.97X Cap: $17M
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• Genius Sports Limited (GENI $4.65)
  • $4.65 Cap: $1.19B
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• Roundhill Sports Betting & iGaming ETF (BETZ $19.24)
  • $19.24 P/E (TTM): 36.85X Cap: $53M
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• Flutter Entertainment Plc (FLUT $109.50)
  • $109.50 Cap: $19.07B
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Q: What 2 Sports gaming companies and 2 ETF's do you recommend?

Upvote 4

Read Answer Asked by Terry on August 26, 2025

• Circle Internet Group Inc. Class A (CRCL $96.02)
  • $96.02 Cap: $23.73B
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Q: Hi 5i Team - Do you think Circle could become one of the main players in the Stable Coin space. Also are there others that look promising.
Thanks.

Upvote 1

Read Answer Asked by Rob on August 26, 2025

• NEOS Nasdaq 100 High Income ETF (QQQI $53.68)
  • $53.68 P/E (TTM): 32.59X Cap: $10.69B
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• NEOS S&P 500 High Income ETF (SPYI $51.77)
  • $51.77 P/E (TTM): 25.57X Cap: $8.96B
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• Simplify High Yield ETF (CDX $21.50)
  • $21.50 P/E (TTM): 4.16X Cap: $450M
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Q: I have a question about 111528 For our RIF/LIF accounts I am moving into more income ETFs and now hold CDX, SPYI, and QQQI. Could you give your assessment of each for income over long term. Are there better alternatives?
Thanks for all you do.

Upvote 4

Read Answer Asked by Gary on August 26, 2025

• AbbVie Inc. (ABBV $205.12)
  • $205.12 P/E (TTM): 86.32X Cap: $362.80B
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Q: Hi there,

ABBV has been on a decent run since July. I assume their mostly positive quarterly report indicating lots of activity in their drug pipeline is one reason plus healthcare seems to be showing a bit of life.

How do you see it’s valuation is it an ADD/BUY in a diversified portfolio for growth and income?

Upvote 3

Read Answer Asked by Robert on August 26, 2025

• O'Reilly Automotive Inc. (ORLY $93.81)
  • $93.81 P/E (TTM): 31.33X Cap: $78.48B
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• Royal Caribbean Cruises Ltd. (RCL $271.47)
  • $271.47 P/E (TTM): 18.08X Cap: $72.80B
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• Dutch Bros Inc. Class A (BROS $53.63)
  • $53.63 P/E (TTM): 85.34X Cap: $8.80B
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• Life Time Group Holdings Inc. (LTH $27.67)
  • $27.67 P/E (TTM): 17.32X Cap: $6.36B
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• D2L Inc. Subordinate Voting Shares (DTOL $10.04)
  • $10.04 P/E (TTM): 37.44X Cap: $545M
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Q: Hi Team,

At present, I hold no discretionary stocks in my portfolio, and I am considering the ones listed above.

Could you please outline the key pros and cons of investing in each of them from a strong growth perspective? In your view, which have the best potential over the next 3 to 5 years?

Gratefully,

Upvote 4

Read Answer Asked by Jacques on August 26, 2025

• Intuit Inc. (INTU $404.85)
  • $404.85 P/E (TTM): 26.34X Cap: $111.96B
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Q: Good Morning 5i Team,

Can you please give me your thoughts on Intuit after their earnings? The market doesn't seem especially pleased. Would you consider it a hold or sell? Thanks.

Brad

Upvote 4

Read Answer Asked by Bradley on August 25, 2025

• Berkshire Hathaway Inc. (BRK.B $468.50)
  • $468.50 P/E (TTM): 15.23X Cap: $1.01T
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Q: with Berkshire being down 10% is it a good entry point when you look at the trend of the market?

Upvote 6

Read Answer Asked by Wade on August 25, 2025

• Alphabet Inc. (GOOG $330.47)
  • $330.47 P/E (TTM): 31.03X Cap: $4.01T
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• NVIDIA Corporation (NVDA $199.88)
  • $199.88 P/E (TTM): 41.24X Cap: $4.85T
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• United Rentals Inc. (URI $806.22)
  • $806.22 P/E (TTM): 21.04X Cap: $50.70B
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• Axon Enterprise Inc. (AXON $404.92)
  • $404.92 P/E (TTM): 267.38X Cap: $32.62B
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• Nebius Group N.V. (NBIS $156.55)
  • $156.55 Cap: $37.27B
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Q: Trimming down some NVDA to reduce weightings after big returns. What would be your top 2 stocks picks to add with the profits. Large - mid cap US stocks, any sector.

Upvote 14

Read Answer Asked by Kyle on August 25, 2025