Investment Q&A

• Alphabet Inc. (GOOG $399.04)
  • $399.04 P/E (TTM): 35.78X Cap: $4.70T
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• Micron Technology Inc. (MU $803.63)
  • $803.63 P/E (TTM): 37.55X Cap: $864.49B
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• NVIDIA Corporation (NVDA $225.83)
  • $225.83 P/E (TTM): 44.78X Cap: $5.36T
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $347.20)
  • $347.20 P/E (TTM): 54.19X Cap: $4.01B
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• Teradyne Inc. (TER $363.38)
  • $363.38 P/E (TTM): 105.66X Cap: $56.11B
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• Monolithic Power Systems Inc. (MPWR $1,650.35)
  • $1,650.35 P/E (TTM): 129.17X Cap: $78.58B
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• Fabrinet (FN $696.07)
  • $696.07 P/E (TTM): 62.22X Cap: $22.73B
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• Vertiv Holdings LLC Class A (VRT $369.99)
  • $369.99 P/E (TTM): 107.89X Cap: $141.01B
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• Nebius Group N.V. (NBIS $207.27)
  • $207.27 Cap: $45.47B
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Q: I have full positions in NVDA, NBIS and GOOG and do not need to add. For additional money directed at the AI theme, please suggest 4 US companies and 4 CDN companies to buy today and hold for 3-5 years. A one sentence explanation for each choice would be appreciated. Thanks

Upvote 39

Read Answer Asked by Richard on April 28, 2026

• Spire Global Inc. Class A (SPIR $18.37)
  • $18.37 P/E (TTM): 11.89X Cap: $640M
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Q: Hi, I'm wondering your thoughts on this company since the last question (September, 2025). And if you think the sector it's in will grow (satellite + earth/weather monitoring)

Upvote 3

Read Answer Asked by B on April 28, 2026

• CECO Environmental Corp. (CECO $83.14)
  • $83.14 P/E (TTM): 59.93X Cap: $2.88B
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Q: One of Peter's top picks reported this morning: CECO. Your thoughts on its most recent quarter. Thanks.
Robert

Upvote 5

Read Answer Asked by Robert on April 28, 2026

• Booking Holdings Inc. (BKNG $155.03)
  • $155.03 P/E (TTM): 0.95X Cap: $124.41B
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Q: BKNG has dropped quite a bit and I’ve been waiting and wanting to buy forever!! However, the Iran war and headlines about European fuel shortages (airplane specifically) are giving me pause as I imagine travel volumes could be down substantially.

How much of a threat is this to Booking or will people redirect their vacation dollars to more domestic travel, limiting the risk to BKNG?

Maybe BKNG is such a great company I should buy regardless of the short term risks and toe in to a position over 6 months? Wait 6 months?

Your advice is much appreciated!

Upvote 3

Read Answer Asked by Cameron on April 28, 2026

• Intuitive Surgical Inc. (ISRG $432.27)
  • $432.27 P/E (TTM): 51.04X Cap: $152.95B
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• Eli Lilly and Company (LLY $1,015.75)
  • $1,015.75 P/E (TTM): 42.13X Cap: $932.20B
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Q: A number of Health Care names have lagged the current market. I have bought half positions in LLY and ISRG recently and they have pulled back. I know you like both these companies, would you be adding to these names at these prices or do you have other health care names you prefer?

Why do you think the Healthcare Sector has lagged the recent market uptick?

Thanks
Tim

Upvote 6

Read Answer Asked by Timothy on April 27, 2026

• MDA Space Ltd. (MDA $52.49)
  • $52.49 P/E (TTM): 60.92X Cap: $7.09B
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• AST SpaceMobile Inc. (ASTS $74.81)
  • $74.81 Cap: $28.31B
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• Rocket Lab Corporation (RKLB $124.15)
  • $124.15 Cap: $68.03B
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• Voyager Technologies Inc. Class A (VOYG $33.60)
  • $33.60 Cap: $1.73B
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• MARITIME LAUNCH SERVICES INC. (MAXQ $0.51)
  • $0.51 Cap: $407M
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• Firefly Aerospace Inc. (FLY $39.37)
  • $39.37 Cap: $6.35B
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Q: How important is the space theme today in your opinion?
I am acquainted with a US lawyer who specializes in space, thus there are legalities involved out there.
I notice there is a Space Station in Nova Scotia as well.
Please advise your recommendations with some analysis.(3 or so)

Thanks!

Upvote 6

Read Answer Asked by Catherine on April 27, 2026

• Harley-Davidson Inc. (HOG $25.60)
  • $25.60 P/E (TTM): 9.46X Cap: $2.66B
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Q: COULD YOU GIVE ME YOUR OPINION?

Upvote 1

Read Answer Asked by terrance on April 27, 2026

• Alphabet Inc. (GOOG $399.04)
  • $399.04 P/E (TTM): 35.78X Cap: $4.70T
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• Applied Digital Corp. (APLD $45.48)
  • $45.48 Cap: $12.55B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.94)
  • $61.94 P/E (TTM): 84.72X Cap: $140.87B
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Q: what is your opinion on this company and how do you see it preforming going forward? Would this be a buy and hold as an Ai infrastructure play or s there others you would recomend? I own Goog, NVDA and BN for some exposure already

Upvote 5

Read Answer Asked by Kolbi on April 27, 2026

• Shift4 Payments Inc. Class A (FOUR $40.87)
  • $40.87 P/E (TTM): 59.33X Cap: $3.23B
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Q: I sold this as a tax loss. Do you think buying it back makes sense now?

Upvote 3

Read Answer Asked by sean on April 27, 2026

• Nebius Group N.V. (NBIS $207.27)
  • $207.27 Cap: $45.47B
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• CoreWeave Inc. (CRWV $111.31)
  • $111.31 Cap: $58.78B
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Q: Which do you see as the better investment,Coreweave or Nebius?

Upvote 3

Read Answer Asked by Lon on April 27, 2026

• Kratos Defense & Security Solutions Inc. (KTOS $52.49)
  • $52.49 P/E (TTM): 438.38X Cap: $10.75B
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Q: What do you think about KTOS? It has gone down a lot for a while and does not seem to move upwards.

Upvote 1

Read Answer Asked by Margita Elisabet on April 27, 2026

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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• Micron Technology Inc. (MU $803.63)
  • $803.63 P/E (TTM): 37.55X Cap: $864.49B
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• 5N Plus Inc. (VNP $40.30)
  • $40.30 P/E (TTM): 49.73X Cap: $3.52B
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• Advanced Micro Devices Inc. (AMD $445.50)
  • $445.50 P/E (TTM): 173.13X Cap: $730.98B
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• Amkor Technology Inc. (AMKR $74.61)
  • $74.61 P/E (TTM): 50.79X Cap: $19.14B
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• EnerSys (ENS $232.98)
  • $232.98 P/E (TTM): 29.35X Cap: $8.57B
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• Vertiv Holdings LLC Class A (VRT $369.99)
  • $369.99 P/E (TTM): 107.89X Cap: $141.01B
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• Ouster Inc. (OUST $34.17)
  • $34.17 Cap: $1.71B
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Q: I'm considering buying the following: MU, VRT, ENS, POET, VNP, AMD, OUST, AMKR..... Could you please order them in terms of anticipated returns, and ones you would buy first? Thank you!

Upvote 7

Read Answer Asked by Judith on April 27, 2026

• Alphabet Inc. (GOOGL $402.62)
  • $402.62 P/E (TTM): 35.95X Cap: $4.69T
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• Tesla Inc. (TSLA $445.27)
  • $445.27 P/E (TTM): 408.26X Cap: $1.62T
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Q: does Tesla and Google have shares in Space X? If so is this a way to play the Space X story?

Thanks Dave

Upvote 3

Read Answer Asked by Dave on April 27, 2026

• Lockheed Martin Corporation (LMT $519.94)
  • $519.94 P/E (TTM): 23.84X Cap: $120.12B
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• Northrop Grumman Corporation (NOC $551.80)
  • $551.80 P/E (TTM): 17.19X Cap: $79.29B
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• Kratos Defense & Security Solutions Inc. (KTOS $52.49)
  • $52.49 P/E (TTM): 438.38X Cap: $10.75B
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• RTX Corporation (RTX $178.11)
  • $178.11 P/E (TTM): 33.51X Cap: $240.90B
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• Ondas Inc (ONDS $8.86)
  • $8.86 Cap: $4.43B
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Q: Is it still time to be in defense stocks today ? If yes, witch ones and please specify in order of preference. Thanks.

Upvote 7

Read Answer Asked by Frank on April 27, 2026

• Prudential Financial Inc. (PRU $102.38)
  • $102.38 P/E (TTM): 10.12X Cap: $35.59B
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Q: Why did Prudential s stock go down ?I already hold some in my portfolio.Is it a good opportunity to buy more ,or is it better to sell?
Thanks !
Nancy

Upvote 1

Read Answer Asked by Nancy on April 27, 2026

• Tractor Supply Company (TSCO $29.85)
  • $29.85 P/E (TTM): 14.68X Cap: $16.04B
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Q: After last earnings report is Tractor Supply Company still a long term hold or sell?
Thanks

Upvote 1

Read Answer Asked by Ben on April 27, 2026

• RTX Corporation (RTX $178.11)
  • $178.11 P/E (TTM): 33.51X Cap: $240.90B
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Q: Good morning 5i,

At what price point does RTX become a favourable buy again? And has something crucial changed with it?

Thank you.

Upvote 3

Read Answer Asked by Adam on April 24, 2026

• RTX Corporation (RTX $178.11)
  • $178.11 P/E (TTM): 33.51X Cap: $240.90B
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Q: A bit weak lately. I would have thought with all the world unrest and "ammo" in high demand and being expended that they would be showing more strength. Thoughts please. Thanks

Upvote 3

Read Answer Asked by Stephen on April 24, 2026

• COMPASS Pathways Plc (CMPS $10.96)
  • $10.96 Cap: $1.20B
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Q: Psychedelic drug stocks are surging after Trump's order to fast-track development for medical use.

Any you would suggest to buy a small amount? Canada or US?
Thank you.

Upvote 2

Read Answer Asked by Ross on April 24, 2026

• Ichor Holdings (ICHR $74.32)
  • $74.32 Cap: $2.54B
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $528.29)
  • $528.29 P/E (TTM): 37.71X Cap: $33.53B
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• Cohu Inc. (COHU $49.16)
  • $49.16 Cap: $2.32B
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• FormFactor Inc. (FORM $129.31)
  • $129.31 P/E (TTM): 222.65X Cap: $11.62B
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• VanEck Vectors Semiconductor ETF (SMH $572.46)
  • $572.46 P/E (TTM): 33.74X Cap: $63.02B
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• Aehr Test Systems (AEHR $103.25)
  • $103.25 Cap: $3.10B
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Q: Looking at these 4 as confirmation of AI buildout. Do you agree? If so, would you advise taking position individually [please rank] or as a package [equal weight]? Or, on a risk/reward assessment, please recommend better investment choice for AI buildout [stocks or ETFs]. Thanks

Upvote 1

Read Answer Asked by sam on April 24, 2026