Investment Q&A

• Welltower Inc. (WELL $188.13)
  • $188.13 P/E (TTM): 131.08X Cap: $129.02B
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• Ventas Inc. (VTR $76.91)
  • $76.91 P/E (TTM): 150.87X Cap: $36.72B
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• Chartwell Retirement Residences (CSH.UN $21.09)
  • $21.09 P/E (TTM): 97.14X Cap: $6.49B
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• Extendicare Inc. (EXE $22.41)
  • $22.41 P/E (TTM): 21.19X Cap: $1.89B
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• Sienna Senior Living Inc. (SIA $21.59)
  • $21.59 P/E (TTM): 48.58X Cap: $2.04B
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• Brookdale Senior Living Inc. (BKD $12.39)
  • $12.39 Cap: $2.87B
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• Sonida Senior Living Inc. (SNDA $31.89)
  • $31.89 Cap: $593M
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Q: What Long term care stocks would you recommend in Canada or US ?

Upvote 6

Read Answer Asked by Allen on December 20, 2025

• FactSet Research Systems Inc. (FDS $281.48)
  • $281.48 P/E (TTM): 18.56X Cap: $10.27B
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Q: Hi,

What do you think of Factset's latest results ? Is it a buying opportunity ?

Thanks

Guy

Upvote 1

Read Answer Asked by Guy on December 20, 2025

• Regeneron Pharmaceuticals Inc. (REGN $742.75)
  • $742.75 P/E (TTM): 17.53X Cap: $77.04B
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• Western Digital Corporation (WDC $239.36)
  • $239.36 P/E (TTM): 32.2X Cap: $76.23B
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• Bloom Energy Corporation Class A (BE $152.47)
  • $152.47 Cap: $35.89B
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• Root Inc. (ROOT $68.90)
  • $68.90 P/E (TTM): 20.46X Cap: $1.08B
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• Rigetti Computing Inc. (RGTI $24.57)
  • $24.57 Cap: $8.24B
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Q: Hi, to piggy back onto my recently submitted question, are there any Canadian companies that might also fit this criteria?
Thanks in advance!!


cheers...

Upvote 1

Read Answer Asked by Stephen on December 20, 2025

• Costco Wholesale Corporation (COST $974.01)
  • $974.01 P/E (TTM): 69.18X Cap: $428B
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• Walmart Inc. (WMT $118.48)
  • $118.48 Cap: $946.13B
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Q: What is your opinion on Costco. They have fallen for a while.
Margita

Upvote 4

Read Answer Asked by Margita Elisabet on December 19, 2025

• Pfizer Inc. (PFE $25.52)
  • $25.52 P/E (TTM): 14.91X Cap: $145.09B
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Q: Regarding Pfizer, from a risk/reward perspective, do you see potential in this beaten up stock? It looks cheap to my amateur eyes.

Thanks as always for your expertise.

Upvote 2

Read Answer Asked by Richard on December 19, 2025

• Monolithic Power Systems Inc. (MPWR $1,079.07)
  • $1,079.07 P/E (TTM): 26.51X Cap: $49.55B
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• ASML Holding N.V. (ASML $1,349.15)
  • $1,349.15 P/E (TTM): 60.75X Cap: $521.52B
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Q: ASML or MPWR?

Upvote 6

Read Answer Asked by Judith on December 19, 2025

• Amazon.com Inc. (AMZN $231.67)
  • $231.67 P/E (TTM): 33.77X Cap: $2.46T
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• Broadcom Inc. (AVGO $329.59)
  • $329.59 P/E (TTM): 74.04X Cap: $1.57T
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• Meta Platforms Inc. (META $614.78)
  • $614.78 P/E (TTM): 27.47X Cap: $1.52T
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• Alphabet Inc. (GOOG $330.92)
  • $330.92 P/E (TTM): 32.61X Cap: $3.88T
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• NVIDIA Corporation (NVDA $183.09)
  • $183.09 P/E (TTM): 46.21X Cap: $4.32T
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• Microsoft CDR (CAD Hedged) (MSFT $32.03)
  • $32.03 P/E (TTM): 33.71X Cap: $4.67T
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Q: I am considering adding AVGO with its most recent price decline on what appeared to be a good Q. Would you concur that the sell off has been over done given there was little to complain about in the quarterly release. MSFT is my other add consideration, as it has corrected some, likely in sympathy with the AI fears. Of the 2 which would you consider more attractive for a 5 year hold? In the account I also hold NVDA, GOOGL, META, AMZN, and MU for tech names. Thank you.
John

Upvote 9

Read Answer Asked by John on December 19, 2025

• Kraken Robotics Inc. (PNG $7.46)
  • $7.46 P/E (TTM): 125.0X Cap: $2.31B
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• Cellebrite DI Ltd. (CLBT $16.04)
  • $16.04 Cap: $3.92B
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• Nebius Group N.V. (NBIS $101.83)
  • $101.83 Cap: $23.64B
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Q: I hold these stocks in various percentages. NBIS is down 50% from its 52 week high. Would you buy these in equal amounts today.If you were to pick a favourite,what would it be?

Upvote 7

Read Answer Asked by Allen on December 19, 2025

• Super Micro Computer Inc. (SMCI $32.50)
  • $32.50 P/E (TTM): 25.7X Cap: $18.75B
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• Dell Technologies Inc. Class C (DELL $112.59)
  • $112.59 P/E (TTM): 15.73X Cap: $73.60B
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• Vertiv Holdings LLC Class A (VRT $181.86)
  • $181.86 P/E (TTM): 66.77X Cap: $66.97B
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• IREN Limited (IREN $55.26)
  • $55.26 P/E (TTM): 53.54X Cap: $17.81B
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• Nebius Group N.V. (NBIS $101.83)
  • $101.83 Cap: $23.64B
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• CoreWeave Inc. (CRWV $93.14)
  • $93.14 Cap: $47.44B
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Q: Greetings 5i, which companies do you consider to be NBIS's closest competitors? Out of this "peer group" how many of them do you think it is necessary to own to reap the benefits from exposure to the industry? Thank you.

Upvote 3

Read Answer Asked by Barbara on December 19, 2025

• Micron Technology Inc. (MU $389.88)
  • $389.88 P/E (TTM): 47.79X Cap: $410.81B
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Q: Analysis of results - market seems to love it - has not been a favored stock for you - time to add here?

Upvote 2

Read Answer Asked by Scott on December 19, 2025

• Morningstar Inc. (MORN $212.08)
  • $212.08 P/E (TTM): 24.31X Cap: $9.04B
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Q: Undervalued considering….? At what price point does this get interesting for you? …and your general thoughts please, thanks.

Upvote 1

Read Answer Asked by MG on December 18, 2025

• Netflix Inc. (NFLX $83.72)
  • $83.72 P/E (TTM): 36.76X Cap: $369.74B
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Q: I would like to start a position in NFLX using a weekly, fractional buy strategy. Should I be buying the actual shares in USD or should I focus on the Canadian Deposit Receipts? What are the advantages/disadvantages of each?

Upvote 8

Read Answer Asked by Donald on December 18, 2025

• Amazon.com Inc. (AMZN $231.67)
  • $231.67 P/E (TTM): 33.77X Cap: $2.46T
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• MercadoLibre Inc. (MELI $2,081.65)
  • $2,081.65 P/E (TTM): 50.65X Cap: $103.15B
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Q: Could you please compare the present valuations for these 2 companies including P/FCF at current levels and compared to historical. Taking these insights into account, would you commence a position in MELI or add to an existing AMZN position?

Upvote 2

Read Answer Asked by Steven on December 18, 2025

• CECO Environmental Corp. (CECO $66.84)
  • $66.84 P/E (TTM): 47.21X Cap: $2.35B
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Q: Is this a stock to average into with smaller positions? Whats a good entry point?

Upvote 2

Read Answer Asked by Gary on December 17, 2025

• Gilead Sciences Inc. (GILD $126.44)
  • $126.44 P/E (TTM): 19.34X Cap: $154.01B
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• Abbott Laboratories (ABT $121.24)
  • $121.24 P/E (TTM): 15.28X Cap: $210.64B
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• Merck & Company Inc. (MRK $111.17)
  • $111.17 P/E (TTM): 14.39X Cap: $271.65B
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• Pfizer Inc. (PFE $25.52)
  • $25.52 P/E (TTM): 14.91X Cap: $145.09B
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Q: Would you recommend starting a new position now in these big pharma stocks with rotation out of the tech sector lately? All three have decent PE, PEG and PS ratios and have been fared well in last few bear markets overall. What would your recommended allocation be across the three stocks for an investment of time line of 5 years?
Thanks!

Upvote 1

Read Answer Asked by Scott on December 17, 2025

• Alphabet Inc. (GOOG $330.92)
  • $330.92 P/E (TTM): 32.61X Cap: $3.88T
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• Oracle Corporation (ORCL $174.66)
  • $174.66 P/E (TTM): 44.23X Cap: $516.93B
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Q: Whats going on with goog.

Upvote 3

Read Answer Asked by don on December 17, 2025

• Amazon.com Inc. (AMZN $231.67)
  • $231.67 P/E (TTM): 33.77X Cap: $2.46T
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• Alphabet Inc. (GOOG $330.92)
  • $330.92 P/E (TTM): 32.61X Cap: $3.88T
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• Intuitive Surgical Inc. (ISRG $524.96)
  • $524.96 P/E (TTM): 70.67X Cap: $186.97B
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• Netflix Inc. (NFLX $83.72)
  • $83.72 P/E (TTM): 36.76X Cap: $369.74B
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• NVIDIA Corporation (NVDA $183.09)
  • $183.09 P/E (TTM): 46.21X Cap: $4.32T
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• Booking Holdings Inc. (BKNG $5,073.55)
  • $5,073.55 P/E (TTM): 33.33X Cap: $162.03B
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• United Rentals Inc. (URI $926.27)
  • $926.27 P/E (TTM): 23.73X Cap: $57.93B
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• Sun Life Financial Inc. (SLF $86.25)
  • $86.25 P/E (TTM): 21.89X Cap: $48.12B
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• Constellation Software Inc. (CSU $2,690.00)
  • $2,690.00 P/E (TTM): 63.84X Cap: $56.55B
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• Intact Financial Corporation (IFC $262.96)
  • $262.96 P/E (TTM): 21.84X Cap: $47.39B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.60)
  • $198.60 P/E (TTM): 114.86X Cap: $260.33B
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• Axon Enterprise Inc. (AXON $612.44)
  • $612.44 P/E (TTM): 201.66X Cap: $49.25B
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• Robinhood Markets Inc. (HOOD $107.84)
  • $107.84 P/E (TTM): 45.31X Cap: $95.11B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.83)
  • $63.83 P/E (TTM): 93.49X Cap: $140.66B
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• Nebius Group N.V. (NBIS $101.83)
  • $101.83 Cap: $23.64B
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• Tesla CDR (CAD Hedged) (TSLA $37.83)
  • $37.83 P/E (TTM): 214.46X Cap: $2.02T
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Q: Hi I hold the following positions
CSU overweight
CLS overweight
GOOG overweight
BN overweight
GLXY
NBIS
NVDA
ISRG
AXON
SHOP
AMAZON
HOOD
VOO
URI
PNG

Would you add to existing positions or choose to buy others?

Please list your top 5 other stocks, and a brief reason for each ? Cnd or US

Thank you

Upvote 28

Read Answer Asked by Nick on December 17, 2025

• Netflix Inc. (NFLX $83.72)
  • $83.72 P/E (TTM): 36.76X Cap: $369.74B
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Q: Few days ago I asked about DIS.
Now please provide your view on Netflix, with or without the WB deal and what sort of impact it would have on the stock in both outcomes

Upvote 3

Read Answer Asked by JR on December 17, 2025

• Celestica Inc. (CLS $433.73)
  • $433.73 P/E (TTM): 51.7X Cap: $49.35B
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• Axon Enterprise Inc. (AXON $612.44)
  • $612.44 P/E (TTM): 201.66X Cap: $49.25B
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• Vertiv Holdings LLC Class A (VRT $181.86)
  • $181.86 P/E (TTM): 66.77X Cap: $66.97B
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Q: Morning and Happy Holidays to the 5i team,
Can you give your thoughts on these names and if the are a buy for a 3 to 5 year hold?
What would be a good entry point for all three of them and in order of preference.

Thanks
Joe

Upvote 6

Read Answer Asked by Joe on December 17, 2025

• Amazon.com Inc. (AMZN $231.67)
  • $231.67 P/E (TTM): 33.77X Cap: $2.46T
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• Meta Platforms Inc. (META $614.78)
  • $614.78 P/E (TTM): 27.47X Cap: $1.52T
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• Alphabet Inc. (GOOG $330.92)
  • $330.92 P/E (TTM): 32.61X Cap: $3.88T
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• AT&T Inc. (T $23.55)
  • $23.55 P/E (TTM): 7.63X Cap: $166.24B
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• Verizon Communications Inc. (VZ $39.02)
  • $39.02 P/E (TTM): 8.31X Cap: $164.77B
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• T-Mobile US Inc. (TMUS $182.24)
  • $182.24 P/E (TTM): 17.93X Cap: $205.41B
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Q: I have taken advantage of tax loss selling and have sold all my Canadian telecommunication stocks. At this time I don't feel any pressure to buy them back after 30 days. However, I would like to have exposure to the telecommunications sector for diversity and for the dividend. Could you recommend some non-Canadian alternatives for a long term hold? Many thanks!!! All the best for the holidays!!!

Upvote 3

Read Answer Asked by Sean on December 17, 2025