Investment Q&A

• Palantir Technologies Inc. (PLTR $179.41)
  • $179.41 P/E (TTM): 422.6X Cap: $427.61B
  • View PLTR Profile
  • View Questions on PLTR

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 $233.04)
  • $233.04 P/E (TTM): 144.9X Cap: $298.03B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Global Payments Inc. (GPN $79.68)
  • $79.68 P/E (TTM): 12.09X Cap: $18.82B
  • View GPN Profile
  • View Questions on GPN
• Shift4 Payments Inc. Class A (FOUR $65.62)
  • $65.62 P/E (TTM): 31.4X Cap: $5.92B
  • View FOUR Profile
  • View Questions on FOUR
• Toast Inc. Class A (TOST $36.20)
  • $36.20 P/E (TTM): 83.04X Cap: $20.85B
  • View TOST Profile
  • View Questions on TOST

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 $332.73)
  • $332.73 P/E (TTM): 32.49X Cap: $3.96T
  • View GOOG Profile
  • View Questions on GOOG
• Walmart Inc. (WMT $117.97)
  • $117.97 Cap: $912.82B
  • View WMT Profile
  • View Questions on WMT
• Pinterest Inc. Class A (PINS $26.82)
  • $26.82 P/E (TTM): 9.39X Cap: $18.11B
  • 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 2

Read Answer Asked by Barbara on November 05, 2025

• Unity Software Inc. (U $47.29)
  • $47.29 Cap: $20.23B
  • View U Profile
  • View Questions on U

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 $943.08)
  • $943.08 P/E (TTM): 66.39X Cap: $410.52B
  • View COST Profile
  • View Questions on COST
• Intuitive Surgical Inc. (ISRG $572.75)
  • $572.75 P/E (TTM): 77.44X Cap: $207.81B
  • View ISRG Profile
  • View Questions on ISRG
• Microsoft Corporation (MSFT $477.18)
  • $477.18 P/E (TTM): 34.09X Cap: $3.56T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $184.94)
  • $184.94 P/E (TTM): 45.87X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA
• Eli Lilly and Company (LLY $1,081.00)
  • $1,081.00 P/E (TTM): 52.03X Cap: $1T
  • View LLY Profile
  • View Questions on LLY
• Walmart Inc. (WMT $117.97)
  • $117.97 Cap: $912.82B
  • View WMT Profile
  • View Questions on WMT
• Tesla Inc. (TSLA $448.96)
  • $448.96 P/E (TTM): 296.67X Cap: $1.48T
  • View TSLA Profile
  • View Questions on TSLA
• CrowdStrike Holdings Inc. (CRWD $466.99)
  • $466.99 Cap: $117.72B
  • View CRWD Profile
  • View Questions on CRWD
• DoorDash Inc. (DASH $214.87)
  • $214.87 P/E (TTM): 108.32X Cap: $92.90B
  • View DASH Profile
  • View Questions on DASH
• Robinhood Markets Inc. (HOOD $117.52)
  • $117.52 P/E (TTM): 48.03X Cap: $103.64B
  • View HOOD Profile
  • View Questions on HOOD
• Howmet Aerospace Inc. (HWM $220.15)
  • $220.15 P/E (TTM): 61.48X Cap: $87.75B
  • View HWM Profile
  • View Questions on HWM

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 $117.86)
  • $117.86 P/E (TTM): 874.62X Cap: $19.19B
  • View KTOS Profile
  • View Questions on KTOS

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 $641.97)
  • $641.97 P/E (TTM): 28.92X Cap: $1.64T
  • View META Profile
  • View Questions on META
• Axon Enterprise Inc. (AXON $631.73)
  • $631.73 P/E (TTM): 200.28X Cap: $49.84B
  • View AXON Profile
  • View Questions on AXON

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 $631.73)
  • $631.73 P/E (TTM): 200.28X Cap: $49.84B
  • View AXON Profile
  • View Questions on AXON

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 $123.42)
  • $123.42 P/E (TTM): 46.6X Cap: $154.75B
  • View ANET Profile
  • View Questions on ANET

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 $631.73)
  • $631.73 P/E (TTM): 200.28X Cap: $49.84B
  • View AXON Profile
  • View Questions on AXON

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 $13.81)
  • $13.81 P/E (TTM): 20.91X Cap: $352M
  • View VHI Profile
  • View Questions on VHI

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 $50.12)
  • $50.12 P/E (TTM): 30.65X Cap: $14.06B
  • View X Profile
  • View Questions on X
  • View Reports on X
• KKR & Co. Inc. (KKR $133.97)
  • $133.97 P/E (TTM): 57.06X Cap: $120.02B
  • View KKR Profile
  • View Questions on KKR
• EQB Inc. (EQB $106.11)
  • $106.11 P/E (TTM): 15.76X Cap: $3.92B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Olympia Financial Group Inc. (OLY $113.75)
  • $113.75 P/E (TTM): 16.99X Cap: $273M
  • View OLY Profile
  • View Questions on OLY
• Toronto Dominion Bank (The) (TD $94.12)
  • $94.12 P/E (TTM): 11.21X Cap: $160.84B
  • View TD Profile
  • View Questions on TD
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.53)
  • $75.53 P/E (TTM): 33.64X Cap: $120.95B
  • View BAM Profile
  • View Questions on BAM

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 $10.41)
  • $10.41 P/E (TTM): 10.85X Cap: $1.32B
  • View TTI Profile
  • View Questions on TTI

Q: Can I get your opinion on TTI going forward please

Upvote 1

Read Answer Asked by arnold on November 04, 2025

• Roku Inc. (ROKU $110.72)
  • $110.72 Cap: $16.35B
  • View ROKU Profile
  • View Questions on ROKU

Q: Hello,
Could you comment on recent ROKU earnings?
Thank you

Upvote 1

Read Answer Asked by Stephane on November 04, 2025

• Amazon.com Inc. (AMZN $246.47)
  • $246.47 P/E (TTM): 34.94X Cap: $2.64T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $641.97)
  • $641.97 P/E (TTM): 28.92X Cap: $1.64T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $332.73)
  • $332.73 P/E (TTM): 32.49X Cap: $3.96T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $477.18)
  • $477.18 P/E (TTM): 34.09X Cap: $3.56T
  • 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

• Philip Morris International Inc (PM $165.16)
  • $165.16 P/E (TTM): 29.41X Cap: $253.12B
  • View PM Profile
  • View Questions on PM
• Enbridge Inc. (ENB $63.71)
  • $63.71 P/E (TTM): 24.3X Cap: $138.59B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Brookfield Renewable Partners L.P. (BEP.UN $38.12)
  • $38.12 Cap: $25.08B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• North West Company Inc. (The) (NWC $49.96)
  • $49.96 P/E (TTM): 16.89X Cap: $2.35B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• BMO Canadian Dividend ETF (ZDV $27.88)
  • $27.88 P/E (TTM): 13.11X Cap: $1.43B
  • View ZDV Profile
  • View Questions on ZDV
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $32.65)
  • $32.65 P/E (TTM): 12.81X Cap: $2.88B
  • View XEI Profile
  • View Questions on XEI
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $41.65)
  • $41.65 P/E (TTM): 15.33X Cap: $1.10B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $62.56)
  • $62.56 P/E (TTM): 5.9X Cap: $5.69B
  • View VDY Profile
  • View Questions on VDY
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.62)
  • $106.62 Cap: $2.34B
  • View VGG Profile
  • View Questions on VGG
• British American Tobacco p.l.c. (BTI $55.68)
  • $55.68 P/E (TTM): 29.85X Cap: $118.75B
  • View BTI Profile
  • View Questions on BTI

Q: I want to start drawing some yield income from my TFSA.
What would be your top 5 etf or stocks?Good yield,Low to Moderate risk.
Thankyou

Upvote 6

Read Answer Asked by Steve on November 04, 2025

• Prologis Inc. (PLD $129.06)
  • $129.06 P/E (TTM): 37.62X Cap: $120.19B
  • View PLD Profile
  • View Questions on PLD
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.22)
  • $13.22 P/E (TTM): 30.51X Cap: $3.88B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Greetings 5i, your updated analysis please on PLD in terms of valuation, balance sheet strength and future growth. In your opinion would you add, hold or sell, assuming one wants exposure to the Industrial REIT sector? I also hold DIR.UN, have recently added to that position and intend to hold. Thank you.

Upvote 4

Read Answer Asked by Barbara on November 04, 2025

• Cloudflare Inc. Class A (NET $186.39)
  • $186.39 Cap: $64.02B
  • View NET Profile
  • View Questions on NET

Q: This enterprise has showed a magnificent run during this year. I would like to have your thoughts on its financial position and on the competition side. Ceteris paribus, can we think it could be particularly fragile in case of a breakdown of the technologic sector ?

Thank you very much in advance

Upvote 3

Read Answer Asked by Gabriel on November 04, 2025

• IREN Limited (IREN $50.33)
  • $50.33 P/E (TTM): 42.62X Cap: $15.11B
  • View IREN Profile
  • View Questions on IREN

Q: With IREN, I am holding a position size of 3.77% which now has a gain of 126%. Generally I like to keep winners running. Many people recommend taking gains along the way. Position size is OK for me, so there is no real need to trim. Is it a good idea to just keep holding without trimming? I also hold APLD, WULF and MARA within the same sector: all very modest position sizes.

Upvote 2

Read Answer Asked by Maureen on November 04, 2025

• O'Reilly Automotive Inc. (ORLY $95.60)
  • $95.60 P/E (TTM): 32.49X Cap: $79.17B
  • View ORLY Profile
  • View Questions on ORLY

Q: Orly has lost value in the last month. What is your opinion of the company today? Keep or sell in view of reinvesting in a more promising company?

Upvote 3

Read Answer Asked by jacques on November 04, 2025