Investment Q&A

• Shake Shack Inc. Class A (SHAK $86.99)
  • $86.99 P/E (TTM): 85.63X Cap: $3.59B
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Q: The quarter looks pretty good. Your thoughts? I'm in at approx $108USD (3% position). Would you be comfortable with averaging down?

Upvote 1

Read Answer Asked by David on October 30, 2025

• Mirion Technologies Inc. Class A (MIR $25.42)
  • $25.42 P/E (TTM): 216.36X Cap: $5.72B
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Q: Please give me your thoughts on this companies? Is it a good growth prospect and what about its perspectives in a 3 years range ?

Thank you in advance

Upvote 3

Read Answer Asked by Gabriel on October 30, 2025

• Stride Inc. (LRN $62.96)
  • $62.96 P/E (TTM): 10.23X Cap: $2.76B
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Q: Hi, what are your thoughts on Stride - getting hammered today, but after the dust settles (over the next few weeks), is there value in this name? Thank you

Upvote 1

Read Answer Asked by Michael on October 30, 2025

• Flutter Entertainment Plc (FLUT $195.93)
  • $195.93 Cap: $33.69B
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Q: Any particular reason for the underperformance?

Upvote 2

Read Answer Asked by Mike on October 30, 2025

• The Boeing Company (BA $182.44)
  • $182.44 Cap: $136.14B
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Q: Looking to add to my defense holdings. Can i have your thoughts on Boeing...is it a value trap? Would you have any other picks in the space that aren't too extended or just go to an ETF? Thanks.

Upvote 2

Read Answer Asked by Michael on October 30, 2025

• Papa John's International Inc. (PZZA $41.20)
  • $41.20 P/E (TTM): 35.31X Cap: $1.31B
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Q: Hi 5i,
What do you make of the Apollo offer to take papa johns pizza private at $64 and the likelyhood it will be successful.

Would 5i have any interest in papa johns at these prices....

Currently hold 1/4 position, Would you continue to hold or exit
thx

Upvote 2

Read Answer Asked by jim on October 30, 2025

• Ondas Holdings Inc. (ONDS $8.44)
  • $8.44 Cap: $2.76B
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Q: Hi there,

Can I please have your opinion on ONDS here? Is it a buy or sell in your opinion?

Thank you!

Upvote 1

Read Answer Asked by Michael on October 30, 2025

• Chipotle Mexican Grill Inc. (CMG $33.40)
  • $33.40 P/E (TTM): 27.99X Cap: $44.16B
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• Brinker International Inc. (EAT $149.71)
  • $149.71 P/E (TTM): 13.99X Cap: $6.23B
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Q: EAT Reporting excellent 2nd Q results today Oct. 29) the stock is down 7.5%. Please go over the results and provide your opinion. Is this merely a case of a good stock in the wrong sector? It seems reasonably priced and I am tempted to buy on the down. Would you see it as a buy or wait until the sector improves? Thank you.

Upvote 2

Read Answer Asked by John on October 30, 2025

• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.60T
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Q: What do you think of the result ?
Meta’s Q3 free cash flow was only $10.62 billion.
CapEx hit $19.37 billion.

Upvote 3

Read Answer Asked by francis on October 30, 2025

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.54T
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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

• Shift4 Payments Inc. Class A (FOUR $70.15)
  • $70.15 P/E (TTM): 32.4X Cap: $6.16B
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• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
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Q: Four seems to be struggling. Any particular reason why?

Upvote 2

Read Answer Asked by sean on October 29, 2025

• Tradeweb Markets Inc. (TW $107.50)
  • $107.50 P/E (TTM): 36.46X Cap: $25.17B
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Q: Hi. What are your thoughts on Tradeweb Markets (TW) as an investment at this time? What are the consensus forecast earnings and EPS for this year and next? Do you see any redflags on it?

Upvote 1

Read Answer Asked by John on October 29, 2025

• Altria Group Inc. (MO $58.34)
  • $58.34 P/E (TTM): 11.11X Cap: $97.93B
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• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.85X Cap: $146.31B
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• Pembina Pipeline Corporation (PPL $53.61)
  • $53.61 P/E (TTM): 18.83X Cap: $31.03B
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• Keyera Corp. (KEY $44.33)
  • $44.33 P/E (TTM): 33.04X Cap: $10.16B
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• JPMorgan Income ETF (JPIE $46.45)
  • $46.45 Cap: $6.25B
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Q: Can I get a list of six good dividend paying stocks or ETF's that pay around 5%, that I can buy in my Canadian account but don't necessarily have to be Canadian. I am not concerned about sector but would like the dividend to be reasonably safe. Thanks.

Upvote 4

Read Answer Asked by Paul on October 29, 2025

• Varonis Systems Inc. (VRNS $32.47)
  • $32.47 Cap: $3.71B
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• Nebius Group N.V. (NBIS $88.88)
  • $88.88 Cap: $21.88B
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Q: have a small investment in this stock is it time to sell and buy more nebuis.
Thanks

Upvote 2

Read Answer Asked by andre on October 29, 2025

• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
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Q: Getting killed today on the miss. Would you buy the dip today for a reversion to the mean play?

Jason

Upvote 3

Read Answer Asked by Jason on October 29, 2025

• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
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Q: No question; just a thank you. In September in a question you suggested sitting this one out into year end. The stock is down 45% today so I dodged a bullet with your assistance.

Upvote 3

Read Answer Asked by Aaron on October 29, 2025

• Warner Bros. Discovery Inc. (WBD $22.96)
  • $22.96 P/E (TTM): 121.95X Cap: $56.89B
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• Paramount Skydance Corporation (PSKY $15.64)
  • $15.64 Cap: $16.61B
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Q: I’d like your views please on Paramount Skydance and growth prospects,

Upvote 1

Read Answer Asked by Menaka on October 29, 2025

• Carpenter Technology Corporation (CRS $322.84)
  • $322.84 P/E (TTM): 37.83X Cap: $15.71B
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Q: May I have your current thoughts on CRS? It seems to have positive momentum but high valuation. Do you think the company can grow its earnings to support the stock’s valuation? Any thoughts you have would be appreciated.
Thanks,
Jim

Upvote 1

Read Answer Asked by James on October 29, 2025

• Honeywell International Inc. (HON $191.02)
  • $191.02 P/E (TTM): 20.02X Cap: $121.27B
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Q: Honeywell is splitting into 3 companies on Thursday? Does it make sense to buy now? What happens to the split if you own the CDR HON.CA? + It has a 7.4% Dividend?

Thanks! Austin

Upvote 2

Read Answer Asked by Austin on October 29, 2025

• First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $149.02)
  • $149.02 P/E (TTM): 49.34X Cap: $4.56B
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Q: With ETF's would you suggest to best take advantage of the expected growth in demand for electricity and it's infrastructure?

Thanks

Phil

Upvote 3

Read Answer Asked by philip on October 28, 2025