Investment Q&A

• Shift4 Payments Inc. Class A (FOUR $73.78)
  • $73.78 P/E (TTM): 34.64X Cap: $6.53B
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Q: What do you think of the quarterly results? Good time to accumulate?
Thanks

Upvote 2

Read Answer Asked by Curtis on November 06, 2025

• e.l.f. Beauty Inc. (ELF $76.17)
  • $76.17 P/E (TTM): 53.64X Cap: $4.54B
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Q: Any idea why ELF is down 34% today?

Upvote 1

Read Answer Asked by Zara on November 06, 2025

• BlackSky Technology Inc. Class A (BKSY $17.72)
  • $17.72 Cap: $632M
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Q: hi folks, thoughts on Q3 results for Blacksky, Bksy/q....do you still like it? or is there to much uncertainty in their Sector....looks like stock going to take a hit, thx jb

Upvote 4

Read Answer Asked by John on November 06, 2025

• Magnite Inc. (MGNI $14.69)
  • $14.69 P/E (TTM): 36.72X Cap: $2.11B
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• Affirm Holdings Inc. (AFRM $70.95)
  • $70.95 P/E (TTM): 107.5X Cap: $23.41B
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• Robinhood Markets Inc. (HOOD $128.49)
  • $128.49 P/E (TTM): 53.54X Cap: $115.53B
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Q: Hello team,

I have kept MGNI for a long time and saw my profits disappear badly. Every positive momentum seems to go out of steam quickly. It has been going down with high volume in the past 3 months. Is it time to let go of MGNI? If the answer is yes, would you sell it to add to HOOD or AFRM? And why? I am open to other growth-y suggestions.

Thanks for all the good work and support you are offering 5i community.

Upvote 5

Read Answer Asked by Saeed on November 06, 2025

• Palantir Technologies Inc. (PLTR $168.45)
  • $168.45 P/E (TTM): 561.5X Cap: $401.48B
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Q: What did you think of the latest quarter and do you think it’s on the path to a trillion dollar Market Cap in 10 years?
Thanks

Upvote 6

Read Answer Asked by Curtis on November 06, 2025

• Uber Technologies Inc. (UBER $87.54)
  • $87.54 P/E (TTM): 14.91X Cap: $181.89B
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Q: Hi, could you please report and comment on UBER earnings, forcasts and post market reaction ? thank you.

Upvote 4

Read Answer Asked by Luc on November 05, 2025

• FTAI Aviation Ltd. (FTAI $173.24)
  • $173.24 P/E (TTM): 39.28X Cap: $16.66B
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• Hyatt Hotels Corporation Class A (H $164.39)
  • $164.39 Cap: $15.61B
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Q: hello 5i:
can you explain how FTAI is going from and EPS of -.32 FY2024, to a projected EPS of 4.87 FY2025? This looks like an almost unbelievable turnaround. I see future growth is quite impressive. Can you add any other comments to this company?
thanks
Paul L

Upvote 1

Read Answer Asked by Paul on November 05, 2025

• Palantir Technologies Inc. (PLTR $168.45)
  • $168.45 P/E (TTM): 561.5X Cap: $401.48B
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Q: Earnings assessment and prospects moving forward please? I didn't see any commentary in 5i questions forum.

Upvote 2

Read Answer Asked by Joel on November 05, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.22)
  • $223.22 P/E (TTM): 89.47X Cap: $290.47B
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• Global Payments Inc. (GPN $75.76)
  • $75.76 P/E (TTM): 10.67X Cap: $17.93B
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• Shift4 Payments Inc. Class A (FOUR $73.78)
  • $73.78 P/E (TTM): 34.64X Cap: $6.53B
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• Toast Inc. Class A (TOST $34.19)
  • $34.19 P/E (TTM): 80.07X Cap: $20.10B
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Q: Your general thoughts and analysis on Global Payments please, thanks.

Upvote 2

Read Answer Asked by MG on November 05, 2025

• Alphabet Inc. (GOOG $320.12)
  • $320.12 P/E (TTM): 31.6X Cap: $3.86T
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• Walmart Inc. (WMT $110.51)
  • $110.51 P/E (TTM): 41.55X Cap: $881.07B
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• Pinterest Inc. Class A (PINS $26.12)
  • $26.12 P/E (TTM): 9.04X Cap: $17.64B
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Q: PINS Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Do you think the market reaction is overdone?
Thank you.

Upvote 1

Read Answer Asked by Barbara on November 05, 2025

• Unity Software Inc. (U $42.52)
  • $42.52 Cap: $18.19B
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Q: Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Would you continue to hold? Thank you.

Upvote 1

Read Answer Asked by Barbara on November 05, 2025

• Costco Wholesale Corporation (COST $913.59)
  • $913.59 P/E (TTM): 65.58X Cap: $404.88B
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• Intuitive Surgical Inc. (ISRG $573.48)
  • $573.48 P/E (TTM): 75.76X Cap: $205.57B
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• Microsoft Corporation (MSFT $492.01)
  • $492.01 P/E (TTM): 34.99X Cap: $3.65T
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• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 50.43X Cap: $4.30T
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• Eli Lilly and Company (LLY $1,075.47)
  • $1,075.47 P/E (TTM): 52.62X Cap: $1.01T
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• Walmart Inc. (WMT $110.51)
  • $110.51 P/E (TTM): 41.55X Cap: $881.07B
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• Tesla Inc. (TSLA $430.17)
  • $430.17 P/E (TTM): 286.78X Cap: $1.43T
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• CrowdStrike Holdings Inc. (CRWD $509.16)
  • $509.16 Cap: $127.77B
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• DoorDash Inc. (DASH $198.37)
  • $198.37 P/E (TTM): 99.68X Cap: $85.49B
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• Robinhood Markets Inc. (HOOD $128.49)
  • $128.49 P/E (TTM): 53.54X Cap: $115.53B
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• Howmet Aerospace Inc. (HWM $204.59)
  • $204.59 P/E (TTM): 57.63X Cap: $82.25B
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Q: What might be 10 stocks (trading on a usa exchange but not necessarily a US company) that you would suggest holding for all of 2026 as a portfolio. Thank you.

Jason

Upvote 21

Read Answer Asked by Jason on November 05, 2025

• Kratos Defense & Security Solutions Inc. (KTOS $76.10)
  • $76.10 P/E (TTM): 585.38X Cap: $12.84B
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Q: Please give your thoughts on earnings and future prospects.
Thanks.

Upvote 2

Read Answer Asked by Catherine on November 05, 2025

• Meta Platforms Inc. (META $647.95)
  • $647.95 P/E (TTM): 28.7X Cap: $1.63T
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• Axon Enterprise Inc. (AXON $540.14)
  • $540.14 P/E (TTM): 171.26X Cap: $42.62B
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Q: Hi Folks,
Looking to trim some GOOG and buying either META or AXON. May I have your opinion as to which one you recommend today.
Thanks

Upvote 8

Read Answer Asked by JOHN on November 05, 2025

• Axon Enterprise Inc. (AXON $540.14)
  • $540.14 P/E (TTM): 171.26X Cap: $42.62B
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Q: Please review and comment on axon earnings. Sales grow at 30+% (y/y), higher margin software sales grow at over 40%, yet margins fall, and a loss reported. Lots of r&d spend and stock based compensation help explain loss but falling margins on a sales mix that is skewed to more software sales baffles me.

Upvote 7

Read Answer Asked by Greg on November 05, 2025

• Arista Networks Inc. (ANET $130.68)
  • $130.68 P/E (TTM): 49.56X Cap: $164.56B
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Q: Hi, Could you please comment on ANET earnings. Thank you

Upvote 1

Read Answer Asked by francis on November 04, 2025

• Axon Enterprise Inc. (AXON $540.14)
  • $540.14 P/E (TTM): 171.26X Cap: $42.62B
  • View AXON Profile
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Q: Can you comment on AXON, please . Stock is down 20%, after hours, post earnings.

Should we Hold or Sell ?

Thank you

Upvote 7

Read Answer Asked by rajeev on November 04, 2025

• Valhi Inc. (VHI $12.68)
  • $12.68 P/E (TTM): 19.51X Cap: $358M
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Q: How would you rate this company today in terms of growth over the next year?

thanks

Upvote 1

Read Answer Asked by satish on November 04, 2025

• TMX Group Limited (X $51.30)
  • $51.30 P/E (TTM): 31.09X Cap: $14.26B
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• KKR & Co. Inc. (KKR $122.31)
  • $122.31 P/E (TTM): 51.83X Cap: $109.02B
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• EQB Inc. (EQB $86.75)
  • $86.75 P/E (TTM): 9.84X Cap: $3.32B
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  • View Reports on EQB
• Olympia Financial Group Inc. (OLY $115.50)
  • $115.50 P/E (TTM): 17.29X Cap: $277M
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• Toronto Dominion Bank (The) (TD $83.93)
  • $83.93 P/E (TTM): 9.93X Cap: $143.65B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.59)
  • $73.59 P/E (TTM): 32.61X Cap: $118.53B
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Q: I currently only own TD, X and EQB in my RRSP. I would like to sell EQB and thinking of buying BN. Is this a good replacement stock or is there a better financial stock you like at this time. Money not needed for 20 years.

Thanks

Upvote 5

Read Answer Asked on November 04, 2025

• Tetra Technologies Inc. (TTI $7.77)
  • $7.77 P/E (TTM): 8.54X Cap: $1.04B
  • View TTI Profile
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Q: Can I get your opinion on TTI going forward please

Upvote 1

Read Answer Asked by arnold on November 04, 2025