Investment Q&A

• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $506.00)
  • $506.00 P/E (TTM): 35.34X Cap: $3.69T
  • View MSFT Profile
  • View Questions on MSFT
• Celestica Inc. (CLS $482.98)
  • $482.98 P/E (TTM): 53.44X Cap: $51.95B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.69)
  • $222.69 P/E (TTM): 85.87X Cap: $278.76B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: The only tech stock I own is MSFT. Can you tell me which 2 tech stocks you like from Canada and 1 from the US. This will be for a TSFA account

Thanks

Upvote 3

Read Answer Asked on November 10, 2025

• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• Walmart Inc. (WMT $102.42)
  • $102.42 P/E (TTM): 38.57X Cap: $817.93B
  • View WMT Profile
  • View Questions on WMT
• Pinterest Inc. Class A (PINS $27.01)
  • $27.01 P/E (TTM): 9.38X Cap: $18.24B
  • View PINS Profile
  • View Questions on PINS

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

• Amazon.com Inc. (AMZN $248.40)
  • $248.40 P/E (TTM): 34.52X Cap: $2.61T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $631.76)
  • $631.76 P/E (TTM): 27.53X Cap: $1.56T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $506.00)
  • $506.00 P/E (TTM): 35.34X Cap: $3.69T
  • View MSFT Profile
  • View Questions on MSFT

Q: Hello folks,
I am interested in knowing your 1 year price target for GOOG, MSFT, AMZN and META.
I currently own all 4 stocks, and looking to add.
In your opinion which two would have have the higer probabilities of better returns over a 3-5 year time frame?
Secondly, is there any difference stock price appreciation buying them on the US market vs NEO? Any tax difference on what exchange you buy these stocks.
I understand I will be be using up more credits as there is more than one question asked here.
Thank you

Upvote 3

Read Answer Asked by Dick on November 04, 2025

• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $576.20)
  • $576.20 P/E (TTM): 73.98X Cap: $200.74B
  • View ISRG Profile
  • View Questions on ISRG
• United Rentals Inc. (URI $854.53)
  • $854.53 P/E (TTM): 21.85X Cap: $54.57B
  • View URI Profile
  • View Questions on URI
• CECO Environmental Corp. (CECO $54.20)
  • $54.20 P/E (TTM): 37.54X Cap: $1.89B
  • View CECO Profile
  • View Questions on CECO
• Galaxy Digital Inc. (GLXY $31.79)
  • $31.79 Cap: $11.87B
  • View GLXY Profile
  • View Questions on GLXY

Q: Good Day,
I just trimmed back my position in GOOG and would like to start a new position in one of the following: CECO; GLXY; ISRG; URI. Please indicate what your order of preference would be if buying today?
Secondly, would you start a position now, or would you wait until tax loss selling is in full swing within the next few weeks?
Thanks for the great service.
Cheers

Upvote 15

Read Answer Asked by Kevin on November 03, 2025

• Apple Inc. (AAPL $269.43)
  • $269.43 P/E (TTM): 35.89X Cap: $3.96T
  • View AAPL Profile
  • View Questions on AAPL
• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG

Q: Hi 5i, rumor has it Apple is going to sign a deal with one of the best chatbots out there, and this could add more revenue than Google provides. Please opine on this and Apple's AI strategy. Thx.

Upvote 4

Read Answer Asked by Christopher on November 03, 2025

• Meta Platforms Inc. (META $631.76)
  • $631.76 P/E (TTM): 27.53X Cap: $1.56T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $506.00)
  • $506.00 P/E (TTM): 35.34X Cap: $3.69T
  • View MSFT Profile
  • View Questions on MSFT
• Celestica Inc. (CLS $482.98)
  • $482.98 P/E (TTM): 53.44X Cap: $51.95B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $187.84)
  • $187.84 P/E (TTM): 67.85X Cap: $68.65B
  • View VRT Profile
  • View Questions on VRT

Q: What would be a good way to invest in AI? Reasonable risk level with 5 yr hold.

Upvote 18

Read Answer Asked by Tim on November 03, 2025

• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $199.05)
  • $199.05 P/E (TTM): 53.6X Cap: $4.57T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $482.98)
  • $482.98 P/E (TTM): 53.44X Cap: $51.95B
  • View CLS Profile
  • View Questions on CLS
• Nebius Group N.V. (NBIS $109.95)
  • $109.95 Cap: $26.18B
  • View NBIS Profile
  • View Questions on NBIS

Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.

Upvote 27

Read Answer Asked by Tim on November 03, 2025

• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• United Rentals Inc. (URI $854.53)
  • $854.53 P/E (TTM): 21.85X Cap: $54.57B
  • View URI Profile
  • View Questions on URI
• Axon Enterprise Inc. (AXON $584.69)
  • $584.69 P/E (TTM): 191.03X Cap: $47.54B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $54.20)
  • $54.20 P/E (TTM): 37.54X Cap: $1.89B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $134.82)
  • $134.82 P/E (TTM): 15.44X Cap: $4.87B
  • View ENS Profile
  • View Questions on ENS
• RTX Corporation (RTX $179.03)
  • $179.03 P/E (TTM): 36.34X Cap: $236.88B
  • View RTX Profile
  • View Questions on RTX
• Karman Holdings Inc. (KRMN $72.31)
  • $72.31 P/E (TTM): 1009.71X Cap: $9.35B
  • View KRMN Profile
  • View Questions on KRMN

Q: What are your favourite US and Canadian non-tech stocks at this moment. Thank you.

Upvote 33

Read Answer Asked by Edward on November 03, 2025

• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG

Q: Given US and Canadian currencies and markets, what is your recommendation for the purchase of US stocks (ie GOOG) and ETFs (ie QQQ). Would you recommend buying them in Canadian or US currency for a 32 year old who will hold them for an RRSP investment?

thx

Upvote 5

Read Answer Asked by Kathryn on November 03, 2025

• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• United Rentals Inc. (URI $854.53)
  • $854.53 P/E (TTM): 21.85X Cap: $54.57B
  • View URI Profile
  • View Questions on URI
• Monolithic Power Systems Inc. (MPWR $976.31)
  • $976.31 P/E (TTM): 24.58X Cap: $46.77B
  • View MPWR Profile
  • View Questions on MPWR
• Axon Enterprise Inc. (AXON $584.69)
  • $584.69 P/E (TTM): 191.03X Cap: $47.54B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $54.20)
  • $54.20 P/E (TTM): 37.54X Cap: $1.89B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $134.82)
  • $134.82 P/E (TTM): 15.44X Cap: $4.87B
  • View ENS Profile
  • View Questions on ENS
• Applovin Corporation (APP $651.32)
  • $651.32 P/E (TTM): 75.33X Cap: $209.50B
  • View APP Profile
  • View Questions on APP
• Nebius Group N.V. (NBIS $109.95)
  • $109.95 Cap: $26.18B
  • View NBIS Profile
  • View Questions on NBIS
• Karman Holdings Inc. (KRMN $72.31)
  • $72.31 P/E (TTM): 1009.71X Cap: $9.35B
  • View KRMN Profile
  • View Questions on KRMN
• Ouster Inc. (OUST $25.67)
  • $25.67 Cap: $1.54B
  • View OUST Profile
  • View Questions on OUST

Q: Firstly, thank you for your services.
Please list “in order” your top 10 US and top 10 CND growth focussed stocks, long term hold.

Entry prices for the top in each.

Thank you

Upvote 40

Read Answer Asked by Nick on November 03, 2025

• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $506.00)
  • $506.00 P/E (TTM): 35.34X Cap: $3.69T
  • View MSFT Profile
  • View Questions on MSFT
• Meta CDR (CAD Hedged) (META $34.29)
  • $34.29 P/E (TTM): 26.06X Cap: $2.20T
  • View META Profile
  • View Questions on META

Q: Good Morning

With the forecasted and continued large Capex expenditures of Meta, Google and Microsoft what companies do you see as benefitting the most? I am a bit surprised at the premarket direction of some of the obvious choices.
Thank you

Upvote 4

Read Answer Asked by Marty on October 30, 2025

• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $506.00)
  • $506.00 P/E (TTM): 35.34X Cap: $3.69T
  • View MSFT Profile
  • View Questions on MSFT

Q: Hello Everyone,

May I have your assessment of Microsoft and Google's earnings please?

Thank you.

Upvote 7

Read Answer Asked by Sandra on October 30, 2025

• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• Shopify Inc. (SHOP $158.88)
  • $158.88 P/E (TTM): 85.87X Cap: $198.36B
  • View SHOP Profile
  • View Questions on SHOP
• Brookfield Corporation Class A Limited Voting Shares (BN $64.58)
  • $64.58 P/E (TTM): 106.66X Cap: $144.88B
  • View BN Profile
  • View Questions on BN

Q: Hi 5i!

My nephew is 18 and he wants to start investing. I think he was reading the Intelligent Investors couple months ago. Can you suggest 5 stocks in 5 differents sectors to start a porfolio?

Thank you!

Upvote 28

Read Answer Asked by Francois on October 29, 2025

• Meta Platforms Inc. (META $631.76)
  • $631.76 P/E (TTM): 27.53X Cap: $1.56T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG

Q: Hi Folks,
Realizing stock weighings are a personal decision - GOOG is now 11% of my total portfolio. I would like to bring it down to 7% or so ( may I ask what you have it at in your 5i portfolio). I am thinking of buying META. May I have your opinion as to whether this would be prudent at this time with stocks at all time highs or should I continue to let GOOG ride for now?
Thanks

Upvote 8

Read Answer Asked by JOHN on October 27, 2025

• Meta Platforms Inc. (META $631.76)
  • $631.76 P/E (TTM): 27.53X Cap: $1.56T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• Netflix Inc. (NFLX $1,120.07)
  • $1,120.07 P/E (TTM): 46.1X Cap: $468.97B
  • View NFLX Profile
  • View Questions on NFLX

Q: Please list in order your 3 favorite American companies in the communications sector for steady growth and available as a CDR. Thank you

Upvote 12

Read Answer Asked by Richard on October 27, 2025

• Amazon.com Inc. (AMZN $248.40)
  • $248.40 P/E (TTM): 34.52X Cap: $2.61T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $631.76)
  • $631.76 P/E (TTM): 27.53X Cap: $1.56T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• United Rentals Inc. (URI $854.53)
  • $854.53 P/E (TTM): 21.85X Cap: $54.57B
  • View URI Profile
  • View Questions on URI
• Advanced Micro Devices Inc. (AMD $243.98)
  • $243.98 P/E (TTM): 116.07X Cap: $380.21B
  • View AMD Profile
  • View Questions on AMD
• Axon Enterprise Inc. (AXON $584.69)
  • $584.69 P/E (TTM): 191.03X Cap: $47.54B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $54.20)
  • $54.20 P/E (TTM): 37.54X Cap: $1.89B
  • View CECO Profile
  • View Questions on CECO
• Eagle Materials Inc (EXP $206.85)
  • $206.85 P/E (TTM): 15.27X Cap: $6.63B
  • View EXP Profile
  • View Questions on EXP
• CrowdStrike Holdings Inc. (CRWD $557.53)
  • $557.53 Cap: $139.91B
  • View CRWD Profile
  • View Questions on CRWD
• Celsius Holdings Inc. (CELH $44.56)
  • $44.56 P/E (TTM): 377.45X Cap: $11.49B
  • View CELH Profile
  • View Questions on CELH
• Palantir Technologies Inc. (PLTR $193.61)
  • $193.61 P/E (TTM): 593.1X Cap: $424.08B
  • View PLTR Profile
  • View Questions on PLTR
• SoFi Technologies Inc. (SOFI $30.54)
  • $30.54 P/E (TTM): 50.38X Cap: $36.82B
  • View SOFI Profile
  • View Questions on SOFI
• Nebius Group N.V. (NBIS $109.95)
  • $109.95 Cap: $26.18B
  • View NBIS Profile
  • View Questions on NBIS
• Karman Holdings Inc. (KRMN $72.31)
  • $72.31 P/E (TTM): 1009.71X Cap: $9.35B
  • View KRMN Profile
  • View Questions on KRMN
• Ouster Inc. (OUST $25.67)
  • $25.67 Cap: $1.54B
  • View OUST Profile
  • View Questions on OUST

Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)

Upvote 22

Read Answer Asked by Danielle on October 27, 2025

• Apple Inc. (AAPL $269.43)
  • $269.43 P/E (TTM): 35.89X Cap: $3.96T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $248.40)
  • $248.40 P/E (TTM): 34.52X Cap: $2.61T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $506.00)
  • $506.00 P/E (TTM): 35.34X Cap: $3.69T
  • View MSFT Profile
  • View Questions on MSFT
• Netflix Inc. (NFLX $1,120.07)
  • $1,120.07 P/E (TTM): 46.1X Cap: $468.97B
  • View NFLX Profile
  • View Questions on NFLX
• NVIDIA Corporation (NVDA $199.05)
  • $199.05 P/E (TTM): 53.6X Cap: $4.57T
  • View NVDA Profile
  • View Questions on NVDA
• Tesla Inc. (TSLA $445.23)
  • $445.23 P/E (TTM): 286.35X Cap: $1.42T
  • View TSLA Profile
  • View Questions on TSLA
• Palantir Technologies Inc. (PLTR $193.61)
  • $193.61 P/E (TTM): 593.1X Cap: $424.08B
  • View PLTR Profile
  • View Questions on PLTR

Q: Hi 5i, What technology companies are likely to be in business in 20 years from today.
Of the above ?
Thanks

Upvote 9

Read Answer Asked by Fernando on October 23, 2025

• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG

Q: Hello 5i,

Which stocks could be negatively or positively affected with ChatGPT Atlas?

I don't see adds right now on this browser. If they do add advertising in on free accounts...What would be the impact to software that relies on adds?

Ironically, if Google offered an add free/pop-up free subscription we would have signed up long ago.

Looking forward to your analysis.

D&J

Upvote 7

Read Answer Asked by Jerry on October 22, 2025

• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• Shopify Inc. (SHOP $158.88)
  • $158.88 P/E (TTM): 85.87X Cap: $198.36B
  • View SHOP Profile
  • View Questions on SHOP
• Chord Energy Corporation (CHRD $87.26)
  • $87.26 P/E (TTM): 32.61X Cap: $4.97B
  • View CHRD Profile
  • View Questions on CHRD
• Brookfield Corporation Class A Limited Voting Shares (BN $64.58)
  • $64.58 P/E (TTM): 106.66X Cap: $144.88B
  • View BN Profile
  • View Questions on BN

Q: Please comment on Chrd. Buy,Hold or Sell.If sell,please 3 best alternaives,regardless of sectors.Txs for u usual great views & services

Upvote 3

Read Answer Asked by Peter on October 21, 2025

• Alphabet Inc. (GOOG $290.59)
  • $290.59 P/E (TTM): 27.61X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• Canadian Pacific Kansas City Limited (CP $99.51)
  • $99.51 P/E (TTM): 21.62X Cap: $89.60B
  • View CP Profile
  • View Questions on CP
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.76)
  • $42.76 P/E (TTM): 0.23X Cap: $7.40B
  • View VIU Profile
  • View Questions on VIU
• Vanguard Balanced ETF Portfolio (VBAL $37.05)
  • $37.05 P/E (TTM): 1.06X Cap: $4.20B
  • View VBAL Profile
  • View Questions on VBAL
• Toronto Dominion Bank (The) (TD $81.14)
  • $81.14 P/E (TTM): 9.58X Cap: $137.97B
  • View TD Profile
  • View Questions on TD
• Uber Technologies Inc. (UBER $94.10)
  • $94.10 P/E (TTM): 15.67X Cap: $195.52B
  • View UBER Profile
  • View Questions on UBER
• Robinhood Markets Inc. (HOOD $135.88)
  • $135.88 P/E (TTM): 54.32X Cap: $117.21B
  • View HOOD Profile
  • View Questions on HOOD
• Brookfield Corporation Class A Limited Voting Shares (BN $64.58)
  • $64.58 P/E (TTM): 106.66X Cap: $144.88B
  • View BN Profile
  • View Questions on BN
• Schwab U.S. Large-Cap Growth ETF (SCHG $33.07)
  • $33.07 P/E (TTM): 37.79X Cap: $52.83B
  • View SCHG Profile
  • View Questions on SCHG

Q: Creating TFSA for 25 year old daughter. Started off really timid with VBAL then slowly started to add individual names. Small quantity in US names. If 10,000 left to add, what would you suggest to balance it out and be diversified, based on current prices, value, potential upside, while managing huge swings in price with things like metals/oil/gas? I want her to see the benefits of investing and feel the pressure so don't want to make any huge mistakes. Thanks for your great advice!!

Upvote 8

Read Answer Asked by Neil on October 21, 2025