Investment Q&A

• Apple Inc. (AAPL $255.41)
  • $255.41 P/E (TTM): 33.29X Cap: $3.64T
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Q: Is AAPL a buy right now? Why is it down so much?

Upvote 2

Read Answer Asked by STANLEY on January 26, 2026

• Rocket Companies Inc. Class A (RKT $21.21)
  • $21.21 Cap: $59.72B
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Q: Hi there,

Could you please give an update on RKT and what you think of their growth forecast for the 2026 and 2027? Is it a buy at current levels?

Thanks.

Upvote 2

Read Answer Asked by Robert on January 26, 2026

• Amphenol Corporation (APH $155.56)
  • $155.56 P/E (TTM): 50.83X Cap: $184.82B
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• Freeport-McMoRan Inc. (FCX $61.17)
  • $61.17 P/E (TTM): 41.15X Cap: $86.74B
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• Cameco Corporation (CCO $166.28)
  • $166.28 P/E (TTM): 138.74X Cap: $72.39B
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• Arista Networks Inc. (ANET $143.72)
  • $143.72 P/E (TTM): 52.49X Cap: $171.69B
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• Southern Copper Corporation (SCCO $188.41)
  • $188.41 P/E (TTM): 36.98X Cap: $153.02B
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• Matrix Service Company (MTRX $13.95)
  • $13.95 Cap: $399M
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• GE Vernova Inc. (GEV $665.99)
  • $665.99 P/E (TTM): 107.41X Cap: $178.46B
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• TCW Transform Systems ETF (PWRD $99.54)
  • $99.54 P/E (TTM): 38.21X Cap: $1.01B
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• Defiance AI & Power Infrastructure ETF (AIPO $24.24)
  • $24.24 P/E (TTM): 43.37X Cap: $142M
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Q: Your thoughts on the etf MTRX.

Upvote 2

Read Answer Asked by Stephen on January 26, 2026

• Constellation Software Inc. (CSU $2,809.97)
  • $2,809.97 P/E (TTM): 62.06X Cap: $58.93B
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• Topicus.com Inc. (TOI $111.65)
  • $111.65 P/E (TTM): 972.23X Cap: $9.27B
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• Lumine Group Inc. (LMN $24.11)
  • $24.11 P/E (TTM): 91.69X Cap: $6.18B
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Q: Please forgive another question about this suffering stock price. I just came across an old note that said CSU has 8 billion ownership of LMN and 8 billion ownership of TOI.
If those two stocks are also suffering, does that create a drag on CSU stock irrespective of its own earnings? Thanks for trying to reassure us all who are down so much on this one!

Upvote 8

Read Answer Asked by Marcia on January 26, 2026

• Intuit Inc. (INTU $561.77)
  • $561.77 P/E (TTM): 37.62X Cap: $157B
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• Workday Inc. (WDAY $190.85)
  • $190.85 P/E (TTM): 79.4X Cap: $50.19B
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• ServiceNow Inc. (NOW $136.34)
  • $136.34 P/E (TTM): 77.59X Cap: $138.22B
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• MongoDB Inc. (MDB $411.25)
  • $411.25 Cap: $33.47B
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Q: You've discussed declines in the CSU family as a potential opportunity... Many software companies are in a similar position. NOW and INTU come to mind. What would be 1 or 2 each of your fav. Large and Smid companies suffering from a similar fate and why and do you think it's time to invest or not. We've been discussing this scenario for some time now with ADBE and waiting has proven the best course.

thx, M

Upvote 1

Read Answer Asked by Mark on January 24, 2026

• Applovin Corporation (APP $535.44)
  • $535.44 P/E (TTM): 63.32X Cap: $177.22B
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Q: Anything to worry about with APP. What is driving the price down over the last month? Is this still one of your top picks?

Upvote 4

Read Answer Asked by Joshua on January 23, 2026

• Celestica Inc. (CLS $422.46)
  • $422.46 P/E (TTM): 47.71X Cap: $47.80B
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Q: Celestica is down significantly in the last few days since the Digitimes report regarding the fact that Google's tensor processing unit servers may be assembled by another supplier. Please comment. Is this an opportunity to pick up additional shares?
Thanks..Glenn

Upvote 14

Read Answer Asked by Glenn on January 23, 2026

• Amazon.com Inc. (AMZN $238.42)
  • $238.42 P/E (TTM): 33.1X Cap: $2.55T
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• Broadcom Inc. (AVGO $324.85)
  • $324.85 P/E (TTM): 68.52X Cap: $1.51T
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• Meta Platforms Inc. (META $672.36)
  • $672.36 P/E (TTM): 28.68X Cap: $1.66T
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• Alphabet Inc. (GOOG $333.59)
  • $333.59 P/E (TTM): 32.66X Cap: $3.95T
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• Microsoft Corporation (MSFT $470.28)
  • $470.28 P/E (TTM): 32.09X Cap: $3.46T
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• Micron Technology Inc. (MU $389.09)
  • $389.09 P/E (TTM): 52.38X Cap: $449.80B
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• NVIDIA Corporation (NVDA $186.47)
  • $186.47 P/E (TTM): 45.87X Cap: $4.56T
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• Arista Networks Inc. (ANET $143.72)
  • $143.72 P/E (TTM): 52.49X Cap: $171.69B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $332.71)
  • $332.71 P/E (TTM): 46.35X Cap: $1.73T
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• VanEck Vectors Semiconductor ETF (SMH $398.82)
  • $398.82 P/E (TTM): 33.08X Cap: $43.15B
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• Vertiv Holdings LLC Class A (VRT $181.23)
  • $181.23 P/E (TTM): 68.35X Cap: $69.77B
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• Palantir Technologies Inc. (PLTR $167.47)
  • $167.47 P/E (TTM): 395.0X Cap: $404.23B
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• Tortoise AI Infrastructure (TCAI $32.93)
  • $32.93 P/E (TTM): 30.72X Cap: $58M
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Q: Hello Team 5i & Everyone,

With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?

Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.

I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?

Thank you for your help!

Sandra

Upvote 12

Read Answer Asked by Sandra on January 23, 2026

• Realbotix Corp. (XBOT $0.38)
  • $0.38 Cap: $77M
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Q: your opinion on xbot and the space their in, MaaS machines as a service
thank you.
great service you offer.

Upvote 2

Read Answer Asked by Howard on January 23, 2026

Q: KSCP your view on this one please
many thanks

Upvote 2

Read Answer Asked by Howard on January 23, 2026

• Kinaxis Inc. (KXS $147.66)
  • $147.66 P/E (TTM): 88.32X Cap: $4.14B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $187.03)
  • $187.03 P/E (TTM): 101.74X Cap: $245.99B
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Q: When do these companies next report earnings and what is expected? Do you see them beating estimates?

Upvote 8

Read Answer Asked on January 23, 2026

• Global X Robotics & AI Index ETF (RBOT $35.20)
  • $35.20 P/E (TTM): 5.81X Cap: $66M
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• GLOBAL X FDS (AIQ $52.43)
  • $52.43 P/E (TTM): 23.66X Cap: $7.85B
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• Evolve Artificial Intelligence Fund (ARTI $14.36)
  • $14.36 P/E (TTM): 35.05X Cap: $22M
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• Global X Artificial Intelligence & Technology Index ETF (AIGO $31.25)
  • $31.25 P/E (TTM): 24.17X Cap: $13M
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Q: Looking for a Canadian based etf that offers exposure to the AI sector. Your thoughts on the above noted one and any better alternatives would be appreciated.

Upvote 3

Read Answer Asked by Robert on January 23, 2026

• Celestica Inc. (CLS $422.46)
  • $422.46 P/E (TTM): 47.71X Cap: $47.80B
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Q: Hi Peter,

Please comment of CLS earnign expections and is it buy/hold?

Upvote 6

Read Answer Asked by Anda on January 23, 2026

• Constellation Software Inc. (CSU $2,809.97)
  • $2,809.97 P/E (TTM): 62.06X Cap: $58.93B
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Q: Another question, thought on Constellation. I have held this stock for many years and of course have done very well but my patience is running thin. Don't you think that management owes its shareholders something rather than not releasing any information. remaining quiet was fine when the stock was increasing double digits per year but now how about making a statement rather than silence that keeps the shareholders guessing. My thoughts. Wouldn't you think the large shareholders would want and deserve some answers.

Upvote 7

Read Answer Asked by Brian on January 23, 2026

• Constellation Software Inc. (CSU $2,809.97)
  • $2,809.97 P/E (TTM): 62.06X Cap: $58.93B
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Q: Hello

I wrote to CSU's investors relations asking them if they would be considering to start buying AI companies and he answered the following.

We have hundreds of AI initiatives taking place across CSI today and have very senior individuals spending a lot of time and effort ensuring we are not being complacent. We plan on presenting more on Ai at our AGM in May. I don’t think we need to change our acquisition strategy to stay relevant. Thanks.

Upvote 31

Read Answer Asked by Herm on January 23, 2026

• AeroVironment Inc. (AVAV $302.67)
  • $302.67 Cap: $15.36B
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Q: Hi, Any reason for the drop in AVAV over the last few days? Jim Cramer Considers AeroVironment “Incredibly Expensive at These Levels”. What do you think?
Thanks.

Upvote 1

Read Answer Asked by Bruce on January 22, 2026

• Constellation Software Inc. (CSU $2,809.97)
  • $2,809.97 P/E (TTM): 62.06X Cap: $58.93B
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• Topicus.com Inc. (TOI $111.65)
  • $111.65 P/E (TTM): 972.23X Cap: $9.27B
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• Lumine Group Inc. (LMN $24.11)
  • $24.11 P/E (TTM): 91.69X Cap: $6.18B
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Q: Hi 5i Team - At today's prices what are some key metrics and ratios for each of these three companies starting with P/E and free cash flow. Also how do they compare with the same metrics and ratios a year ago or whenever the AI theme started to become a concern. Are all three companies profitable.
Thanks.

Upvote 10

Read Answer Asked by Rob on January 22, 2026

• Broadcom Inc. (AVGO $324.85)
  • $324.85 P/E (TTM): 68.52X Cap: $1.51T
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• Meta Platforms Inc. (META $672.36)
  • $672.36 P/E (TTM): 28.68X Cap: $1.66T
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $332.71)
  • $332.71 P/E (TTM): 46.35X Cap: $1.73T
  • View TSM Profile
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Q: I’m considering selling Meta to purchase either AVGO or TSM in the tech sector of my portfolio. This is within my RRIF account.
Thoughts for a three year hold??

Upvote 4

Read Answer Asked by Dennis on January 22, 2026

• Electrovaya Inc. (ELVA $14.22)
  • $14.22 P/E (TTM): 156.58X Cap: $634M
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Q: updated thoughts on ELVA? would you rate it a buy? how long a hold?

Upvote 1

Read Answer Asked by Judith on January 22, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $187.03)
  • $187.03 P/E (TTM): 101.74X Cap: $245.99B
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Q: 5 Day-12.76%
1 Month-18.43%
3 Month-16.34%
YTD-13.70%
1 Year+25.12%

More recently SHOP performance has not been good. Is there any update/comment/analysis you can share with us as to why the weakness is occurring?

Has the outlook changed here? What are your thoughts please?

Sheldon

Upvote 6

Read Answer Asked by Sheldon on January 21, 2026