Investment Q&A

• Seagate Technology Holdings PLC (STX $385.97)
  • $385.97 P/E (TTM): 49.33X Cap: $84.16B
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• Kraken Robotics Inc. (PNG $9.96)
  • $9.96 P/E (TTM): 152.83X Cap: $3.13B
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• Micron CDR (CAD Hedged) (MU $18.67)
  • $18.67 P/E (TTM): 53.11X Cap: $3.20T
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Q: My son has recommended these stocks to me, Are they a buy?
HY9H as well?

Upvote 5

Read Answer Asked by James on February 17, 2026

• Cisco Systems Inc. (CSCO $78.10)
  • $78.10 P/E (TTM): 27.95X Cap: $308.48B
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• Micron Technology Inc. (MU $418.69)
  • $418.69 P/E (TTM): 38.32X Cap: $2.35T
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• QUALCOMM Incorporated (QCOM $134.12)
  • $134.12 P/E (TTM): 27.26X Cap: $143.10B
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Q: I have held these stocks for many years. Their performance has been disappointing compared to other US stocks. In your expert opinion, are they worth holding or should I sell? What 2 stocks would you buy to replace them. Please expand on your thinking. Thank you for your guidance. Stella.

Upvote 4

Read Answer Asked by Stella on February 17, 2026

• Meta Platforms Inc. (META $654.86)
  • $654.86 P/E (TTM): 27.84X Cap: $1.65T
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• Spotify Technology S.A. (SPOT $514.37)
  • $514.37 Cap: $105.87B
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Q: Which one of these two communication stocks would be your favorite today and the reason why please.

Upvote 4

Read Answer Asked by Cheryl on February 17, 2026

Q: Hi there. Do you have any thoughts on the ETF DDFD as a way to have exposure to both long and short sides of the market? Is it worth it to have a position/ half a position here? Thanks

Upvote 2

Read Answer Asked by Kevin on February 17, 2026

• Pinterest Inc. Class A (PINS $19.38)
  • $19.38 P/E (TTM): 32.21X Cap: $12.88B
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Q: Hi
Looking back at previous and most recent comments, you've considered PINS as a hold.
Would this still be the case ? Current thoughts please.
Thank you

Upvote 1

Read Answer Asked by mike on February 17, 2026

• York Space Systems Inc. (YSS $21.18)
  • $21.18 Cap: $2.68B
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Q: Is this company in the same type of area of expertise as VRT. Are they also working in the Ai space. I would appreciate your comments if this company would be worth investing. When do they report.

Upvote 1

Read Answer Asked by Guy on February 17, 2026

• Doximity Inc. Class A (DOCS $24.64)
  • $24.64 P/E (TTM): 20.65X Cap: $4.55B
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Q: DOCS Announced earnings recently but I have difficulty reconciling that with their past performance and the guidance which seemed quite bullish. Can you give me your take on their outlook please.

Upvote 1

Read Answer Asked by Mike on February 17, 2026

• Visa Inc. (V $308.96)
  • $308.96 P/E (TTM): 29.52X Cap: $591.97B
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Q: Hi 5i, scanned comments for review of recent quarter but could not find anything. Pls opine on their results. Is there any reason for the slow grind down over the last year? I would have thought the "big beautiful" bill coming this year would ignite consumer spending hence their toll fees. I'm looking to lighten up on my Cad financial sector holding due to the lack of progress in our economy getting anything built, plus the bleeding of manufacturing jobs and increasing delinquencies. Thx.

Upvote 6

Read Answer Asked by Christopher on February 17, 2026

• Dynex Capital Inc. (DX $13.53)
  • $13.53 P/E (TTM): 5.43X Cap: $2.71B
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Q: Can you update your opinion on DX please (from 5 years ago)

Upvote 1

Read Answer Asked by arnold on February 17, 2026

• Quanta Services Inc. (PWR $567.71)
  • $567.71 P/E (TTM): 82.95X Cap: $84.94B
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• EnerSys (ENS $162.23)
  • $162.23 P/E (TTM): 20.02X Cap: $5.97B
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• GE Vernova Inc. (GEV $847.65)
  • $847.65 P/E (TTM): 46.92X Cap: $228.46B
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Q: If you had to choose between GE Vernova (GEV), Quanta Services (PWR) and Enersys (ENS), what would be your favorite?

Upvote 4

Read Answer Asked by John on February 17, 2026

• Acadia Healthcare Company Inc. (ACHC $23.89)
  • $23.89 Cap: $2.20B
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Q: thoughts on this company its at a 14 year low with a PE of 5.32,what can you tell me about management,headwinds,tailwinds and debt.. would you buy it here for a 1-3 year hold...thanks

Upvote 1

Read Answer Asked by Greg on February 17, 2026

• Ondas Inc (ONDS $9.83)
  • $9.83 Cap: $4.41B
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• Sportradar Group AG (SRAD $18.04)
  • $18.04 Cap: $5.40B
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Q: I am holding a small position in SRAD and I am down -30% on that investment. I was thinking of switching to ONDS which is also down from its peak similar percentage, in hope for a faster recovery. Would you endorse such a switch?
Thank you
Rob

Upvote 4

Read Answer Asked by Mariusz on February 13, 2026

• Broadcom Inc. (AVGO $341.57)
  • $341.57 P/E (TTM): 72.12X Cap: $1.61T
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• KLA Corporation (KLAC $1,465.00)
  • $1,465.00 P/E (TTM): 42.3X Cap: $192.02B
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• Lam Research Corporation (LRCX $218.87)
  • $218.87 P/E (TTM): 44.2X Cap: $273.31B
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• Micron Technology Inc. (MU $418.69)
  • $418.69 P/E (TTM): 38.32X Cap: $2.35T
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• NVIDIA Corporation (NVDA $186.03)
  • $186.03 P/E (TTM): 37.71X Cap: $4.52T
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• Emerson Electric Company (EMR $139.57)
  • $139.57 P/E (TTM): 34.25X Cap: $78.43B
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• Eaton Corporation PLC (ETN $355.79)
  • $355.79 P/E (TTM): 34.55X Cap: $138.01B
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• NRG Energy Inc. (NRG $148.63)
  • $148.63 P/E (TTM): 38.76X Cap: $33.23B
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• Rockwell Automation Inc. (ROK $373.25)
  • $373.25 P/E (TTM): 42.8X Cap: $41.93B
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• Advanced Micro Devices Inc. (AMD $204.83)
  • $204.83 P/E (TTM): 76.69X Cap: $333.95B
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• Take-Two Interactive Software Inc. (TTWO $211.09)
  • $211.09 Cap: $38.71B
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• MasTec Inc. (MTZ $303.73)
  • $303.73 P/E (TTM): 58.62X Cap: $23.29B
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• Elastic N.V. (ESTC $52.85)
  • $52.85 Cap: $5.36B
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• Clear Channel Outdoor Holdings Inc. (CCO $2.36)
  • $2.36 Cap: $1.17B
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• EMCOR Group Inc. (EME $720.18)
  • $720.18 P/E (TTM): 25.63X Cap: $32.07B
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• Comfort Systems USA Inc. (FIX $1,407.32)
  • $1,407.32 P/E (TTM): 47.49X Cap: $49.50B
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• SPX Technologies Inc. (SPXC $210.15)
  • $210.15 P/E (TTM): 41.71X Cap: $10.52B
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• Pegasystems Inc. (PEGA $43.59)
  • $43.59 P/E (TTM): 20.92X Cap: $7.36B
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• Primoris Services Corporation (PRIM $133.63)
  • $133.63 P/E (TTM): 27.44X Cap: $7.19B
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• Vistra Corp. (VST $159.16)
  • $159.16 P/E (TTM): 75.06X Cap: $53.62B
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• BWX Technologies Inc. (BWXT $195.98)
  • $195.98 P/E (TTM): 56.13X Cap: $17.92B
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• Zoomd Technologies Ltd. (ZOMD $1.03)
  • $1.03 P/E (TTM): 4.59X Cap: $106M
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• Datadog Inc. (DDOG $127.49)
  • $127.49 P/E (TTM): 414.71X Cap: $45.11B
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• Vertiv Holdings LLC Class A (VRT $268.26)
  • $268.26 P/E (TTM): 77.52X Cap: $102.63B
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• Snowflake Inc. (SNOW $179.43)
  • $179.43 Cap: $61.40B
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• JFrog Ltd. (FROG $41.85)
  • $41.85 Cap: $4.68B
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• Roblox Corporation Class A (RBLX $60.39)
  • $60.39 Cap: $42.79B
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• Applovin Corporation (APP $461.45)
  • $461.45 P/E (TTM): 26.52X Cap: $155.63B
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• Constellation Energy Corporation (CEG $300.69)
  • $300.69 P/E (TTM): 43.65X Cap: $108.84B
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• Talen Energy Corporation (TLN $316.22)
  • $316.22 Cap: $14.44B
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Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?

Upvote 22

Read Answer Asked by simon on February 13, 2026

• Cummins Inc. (CMI $556.14)
  • $556.14 P/E (TTM): 27.2X Cap: $76.83B
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• Hewlett Packard Enterprise Company (HPE $21.43)
  • $21.43 Cap: $28.43B
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• Dell Technologies Inc. Class C (DELL $147.37)
  • $147.37 P/E (TTM): 19.13X Cap: $97.66B
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• Vertiv Holdings LLC Class A (VRT $268.26)
  • $268.26 P/E (TTM): 77.52X Cap: $102.63B
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• Arm Holdings plc (ARM $120.10)
  • $120.10 P/E (TTM): 160.73X Cap: $127.21B
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• Nebius Group N.V. (NBIS $112.00)
  • $112.00 Cap: $22.96B
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• Supermicro CDR (CAD Hedged) (SMCI)
  • P/E (TTM): 19.04X
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Q: Please rank these providers of products to data centres for a new buy and suggest any you would prefer. Thank you.

Upvote 5

Read Answer Asked by Ken on February 13, 2026

• ConocoPhillips (COP $117.03)
  • $117.03 P/E (TTM): 17.98X Cap: $143.05B
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• Chevron Corporation (CVX $191.79)
  • $191.79 P/E (TTM): 28.1X Cap: $382.69B
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• Devon Energy Corporation (DVN $45.36)
  • $45.36 P/E (TTM): 10.48X Cap: $28.12B
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• Exxon Mobil Corporation (XOM $151.58)
  • $151.58 P/E (TTM): 22.11X Cap: $631.59B
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• Shell PLC American Depositary Shares (each representing two (2)) (SHEL $87.40)
  • $87.40 P/E (TTM): 54.85X Cap: $248.02B
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Q: Please rank these oil stocks for a new buy and suggest any you may prefer. Thank you.

Upvote 3

Read Answer Asked by Ken on February 13, 2026

• DraftKings Inc. (DKNG $25.57)
  • $25.57 Cap: $12.39B
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• Flutter Entertainment Plc (FLUT $109.59)
  • $109.59 Cap: $19.09B
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Q: The negative momentum is driving the stock price down big time. Would you sell or hold here?

Upvote 1

Read Answer Asked by Harry on February 13, 2026

• Oklo Inc. Class A (OKLO $62.76)
  • $62.76 Cap: $9.80B
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Q: I am interested in your general perspective on OKLO. Given the recent pull-back I am curious what price you see as being attractive as an entry point (if at all).

Upvote 2

Read Answer Asked by Marcus on February 13, 2026

• Nebius Group N.V. (NBIS $112.00)
  • $112.00 Cap: $22.96B
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Q: Do you still like NBIS and is it a buy today?

Upvote 1

Read Answer Asked by John on February 12, 2026

• Paychex Inc. (PAYX $94.00)
  • $94.00 P/E (TTM): 21.52X Cap: $33.74B
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Q: What are your thoughts on Paychex after the huge drop in the last 8 months. Is it a buy at this price?

Upvote 1

Read Answer Asked by Sandy on February 12, 2026

• Nebius Group N.V. (NBIS $112.00)
  • $112.00 Cap: $22.96B
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Q: thoughts on NBIS earnings?

Upvote 11

Read Answer Asked by Judith on February 12, 2026