Investment Q&A

• Intuitive Surgical Inc. (ISRG $426.93)
  • $426.93 P/E (TTM): 54.69X Cap: $159.39B
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• AeroVironment Inc. (AVAV $164.15)
  • $164.15 Cap: $8.40B
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• CECO Environmental Corp. (CECO $82.91)
  • $82.91 P/E (TTM): 60.13X Cap: $2.93B
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• Vertiv Holdings LLC Class A (VRT $362.20)
  • $362.20 P/E (TTM): 99.7X Cap: $130.58B
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• Ondas Inc (ONDS $9.23)
  • $9.23 Cap: $4.41B
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• BlackSky Technology Inc. Class A (BKSY $42.18)
  • $42.18 Cap: $1.46B
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• Rocket Lab Corporation (RKLB $118.25)
  • $118.25 Cap: $61.04B
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• Voyager Technologies Inc. Class A (VOYG $33.00)
  • $33.00 Cap: $1.76B
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Q: I want to free up some US cash, in what order would you sell these stocks.

Upvote 5

Read Answer Asked by Brendon on February 23, 2026

• Texas Instruments Incorporated (TXN $291.30)
  • $291.30 P/E (TTM): 52.71X Cap: $261.92B
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• AbbVie Inc. (ABBV $203.60)
  • $203.60 P/E (TTM): 85.4X Cap: $356.49B
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• Chevron Corporation (CVX $184.49)
  • $184.49 P/E (TTM): 27.39X Cap: $361.71B
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• PepsiCo Inc. (PEP $150.58)
  • $150.58 P/E (TTM): 24.27X Cap: $211.32B
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• Procter & Gamble Company (The) (PG $142.93)
  • $142.93 P/E (TTM): 21.69X Cap: $340.95B
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• Southern Company (The) (SO $92.76)
  • $92.76 P/E (TTM): 23.42X Cap: $103.57B
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Q: Can you please recommend 6 US large cap long term buy and hold stocks in different sectors with some dividend (say 2%+). Thank you.

Upvote 6

Read Answer Asked by Pierre on February 23, 2026

• United Rentals Inc. (URI $939.25)
  • $939.25 P/E (TTM): 24.27X Cap: $58.69B
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• WSP Global Inc. (WSP $213.66)
  • $213.66 P/E (TTM): 28.93X Cap: $29.05B
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• Stantec Inc. (STN $117.46)
  • $117.46 P/E (TTM): 28.4X Cap: $13.64B
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• Thomson Reuters Corporation (TRI $124.97)
  • $124.97 P/E (TTM): 27.54X Cap: $55.36B
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• Kraken Robotics Inc. (PNG $6.69)
  • $6.69 Cap: $2.13B
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• Zedcor Inc. (ZDC $6.05)
  • $6.05 P/E (TTM): 303.5X Cap: $673M
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• Axon Enterprise Inc. (AXON $384.80)
  • $384.80 P/E (TTM): 267.25X Cap: $32.52B
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• CECO Environmental Corp. (CECO $82.91)
  • $82.91 P/E (TTM): 60.13X Cap: $2.93B
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• EnerSys (ENS $234.25)
  • $234.25 P/E (TTM): 28.48X Cap: $8.46B
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• Vertiv Holdings LLC Class A (VRT $362.20)
  • $362.20 P/E (TTM): 99.7X Cap: $130.58B
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• Tantalus Systems Holding Inc. (GRID $6.19)
  • $6.19 Cap: $334M
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• MDA Space Ltd. (MDA $49.07)
  • $49.07 P/E (TTM): 56.26X Cap: $6.55B
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• Karman Holdings Inc. (KRMN $59.33)
  • $59.33 P/E (TTM): 468.0X Cap: $8.06B
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• GPGI Inc. Class A (GPGI $13.57)
  • $13.57 Cap: $3.75B
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Q: Do you consider these all industrial?

uri ens grid.to png.v mda.to vrt stn.to gpgi wsp.to tri.to krmn eose ceco zdc.to axon

If so, what would your current ranking be? Or if it's a better question, what would your ideal 5 stock portfolio be?
Replace with other industrial stocks as desired.

Would you agree that industrials look good going forward? And any preference to Can/USA focus for the sector right now?

Upvote 14

Read Answer Asked by Kel on February 23, 2026

• Newmont Corporation (NEM $120.04)
  • $120.04 P/E (TTM): 18.23X Cap: $124.38B
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• Barrick Mining Corporation (ABX $63.39)
  • $63.39 P/E (TTM): 14.56X Cap: $98.93B
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• Royal Gold Inc. (RGLD $244.32)
  • $244.32 P/E (TTM): 35.08X Cap: $20.27B
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• Barrick Mining Corporation (B $46.47)
  • $46.47 P/E (TTM): 14.56X Cap: $64.32B
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Q: I'm a little upset with the Fact that Newmont, after such a year in gold, has decided to only increase its dividend by 1%.

I understand that they'll need the money to probably buy Barrick american asset.

What would you think of selling part of my NEM investment to buy Barrick.

Since NEM in on the US side of my porte-feuille, what would you think of replacing this investment by Royalgold?

Thank you

Upvote 3

Read Answer Asked by Thomas on February 23, 2026

• Investors Title Company (ITIC $239.85)
  • $239.85 P/E (TTM): 12.84X Cap: $449M
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Q: this company has dropped quite a bit in the last month. Pays a good dividend. Seems to me that the share price is lagging the earnings growth. No debt. what am I missing?
thanks Dave

Upvote 1

Read Answer Asked by Dave on February 23, 2026

• ServiceNow Inc. (NOW $91.44)
  • $91.44 P/E (TTM): 54.53X Cap: $94B
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• Synopsys Inc. (SNPS $514.93)
  • $514.93 P/E (TTM): 79.58X Cap: $98.93B
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• DoorDash Inc. (DASH $158.54)
  • $158.54 P/E (TTM): 76.96X Cap: $71.42B
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• Applovin Corporation (APP $449.54)
  • $449.54 P/E (TTM): 48.06X Cap: $157.40B
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• Propel Holdings Inc. (PRL $22.71)
  • $22.71 P/E (TTM): 11.95X Cap: $924M
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• Applied Digital Corp. (APLD $45.65)
  • $45.65 Cap: $11.78B
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• Electrovaya Inc. (ELVA $15.17)
  • $15.17 P/E (TTM): 104.26X Cap: $692M
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• Astera Labs Inc. (ALAB $205.55)
  • $205.55 P/E (TTM): 163.76X Cap: $34.24B
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• Nebius Group N.V. (NBIS $192.04)
  • $192.04 Cap: $44.95B
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Q: Hi Guys ! I would like your comments on these stocks. Some of them I'm down a lot eg: ALAB, DASH, NOW. I would appreciate any comments on the individual stocks and also are they hold or sell ? Thanks.

Upvote 4

Read Answer Asked by Frank on February 23, 2026

• ROBO Global Robotics and Automation Index ETF (ROBO $86.99)
  • $86.99 P/E (TTM): 21.95X Cap: $1.89B
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• Teradyne Inc. (TER $356.76)
  • $356.76 P/E (TTM): 103.68X Cap: $56.31B
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• GLOBAL X FDS (AIQ $62.72)
  • $62.72 P/E (TTM): 24.79X Cap: $9.67B
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Q: Can you describe the growth potential of TER and whether you feel current prices are sustainable or I should wait for a pull back?

For other robotics and automation stocks and broader ETFs what would your suggestions be ? I am currently in ROBO how does it compare to the others?

Lastly, do you feel robotics and automation is one use case of AI where there is a strong business model right now? I can’t see why this sector will not increase exponentially

Upvote 4

Read Answer Asked by Mark on February 23, 2026

• Micron CDR (CAD Hedged) (MU $34.75)
  • $34.75 P/E (TTM): 98.39X Cap: $1.15T
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Q: Can you elaborate on why you prefer Micron over Hynix? I've seen some others prefer Hynix since apparently they are at much lower valuation for similar growth metrics? Is it due to more comfort with a US company? Or correct me on my above statement as needed.

Upvote 2

Read Answer Asked by Kel on February 23, 2026

• Rocket Lab Corporation (RKLB $118.25)
  • $118.25 Cap: $61.04B
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• Rigetti Computing Inc. (RGTI $20.09)
  • $20.09 Cap: $6.29B
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Q: 3 growth stocks

Which one would you think would be the best to buy or none of them?

Rocket Lab (RKLB)

Rigetti Computing (RGTI)

Regencell Bioscience (RGC)

Thank you.

Upvote 4

Read Answer Asked by Ross on February 23, 2026

• Sharplink Inc. (SBET $7.54)
  • $7.54 Cap: $1.46B
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Q: what are your thoughts today about this company? value trap or good opportunity when digital assets come back into favour.

Dave

Upvote 1

Read Answer Asked by Dave on February 23, 2026

• Micron Technology Inc. (MU $788.79)
  • $788.79 P/E (TTM): 35.26X Cap: $842.20B
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• Teradyne Inc. (TER $356.76)
  • $356.76 P/E (TTM): 103.68X Cap: $56.31B
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• Axon Enterprise Inc. (AXON $384.80)
  • $384.80 P/E (TTM): 267.25X Cap: $32.52B
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• EnerSys (ENS $234.25)
  • $234.25 P/E (TTM): 28.48X Cap: $8.46B
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Q: Can you please rank the following stocks in order for a 5+ year hold and a reason please ?
ENS, MU, TER and AXON

Thank you

Upvote 11

Read Answer Asked by Nick on February 23, 2026

• Ichor Holdings (ICHR $76.45)
  • $76.45 Cap: $2.58B
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• Ultra Clean Holdings Inc. (UCTT $85.99)
  • $85.99 Cap: $3.90B
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Q: Ultra Clean Holdings Inc(UCTT) Is up 200% since almost a year ago and Ichor Holdings, Ltd. (ICHR) has followed suit by 220%.

Can you explain why they move in tandem so often or is that a fluke? Why the meteoric rise in a year’s time? What do the companies do ?Please comment on the outlook for both, their balance sheets, on insider ownership buys/sells and the industry they serve. How does your opinion of them now compare to past opinions. Buy, hold or sell?

Upvote 4

Read Answer Asked by James on February 20, 2026

• Caterpillar Inc. (CAT $904.34)
  • $904.34 P/E (TTM): 47.71X Cap: $413.39B
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• Chevron Corporation (CVX $184.49)
  • $184.49 P/E (TTM): 27.39X Cap: $361.71B
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• Union Pacific Corporation (UNP $264.34)
  • $264.34 P/E (TTM): 22.11X Cap: $157.12B
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• Exxon Mobil Corporation (XOM $148.07)
  • $148.07 P/E (TTM): 21.58X Cap: $599.23B
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• Canadian National Railway Company (CNR $150.83)
  • $150.83 P/E (TTM): 20.15X Cap: $92.63B
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• Enbridge Inc. (ENB $74.56)
  • $74.56 P/E (TTM): 22.36X Cap: $160.03B
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• Fortis Inc. (FTS $77.17)
  • $77.17 P/E (TTM): 21.99X Cap: $39.07B
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• Hydro One Limited (H $59.07)
  • $59.07 P/E (TTM): 26.47X Cap: $35.24B
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• Nutrien Ltd. (NTR $96.88)
  • $96.88 P/E (TTM): 30.99X Cap: $45.05B
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• Comfort Systems USA Inc. (FIX $2,012.92)
  • $2,012.92 P/E (TTM): 67.56X Cap: $68.72B
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• Vertiv Holdings LLC Class A (VRT $362.20)
  • $362.20 P/E (TTM): 99.7X Cap: $130.58B
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• Constellation Energy Corporation (CEG $291.98)
  • $291.98 P/E (TTM): 41.03X Cap: $95.13B
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Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets

Thank you

Yves

Upvote 32

Read Answer Asked by Yves on February 20, 2026

• Firan Technology Group Corporation (FTG $21.00)
  • $21.00 P/E (TTM): 40.15X Cap: $525M
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• Onto Innovation Inc. (ONTO $285.77)
  • $285.77 P/E (TTM): 102.77X Cap: $14.62B
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Q: What are your views on the latest results and future for these two companies
Thanks

Upvote 4

Read Answer Asked by andre on February 20, 2026

• State Street SPDR FTSE International Government Inflation-Protected Bond (WIP $40.75)
  • $40.75 Cap: $511M
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Q: Is WIP a worthwhile choice for inflation protection, income and diversification for a retired investor with an otherwise CMR (20%), preferred stock (FITBI 12%) and pipeline-heavy (10%) portfolio?

Upvote 1

Read Answer Asked by David on February 20, 2026

• Broadcom Inc. (AVGO $430.69)
  • $430.69 P/E (TTM): 83.82X Cap: $2.03T
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• Cisco Systems Inc. (CSCO $97.78)
  • $97.78 P/E (TTM): 34.74X Cap: $381.44B
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• General Dynamics Corporation (GD $344.94)
  • $344.94 P/E (TTM): 22.43X Cap: $93.71B
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• Northrop Grumman Corporation (NOC $550.51)
  • $550.51 P/E (TTM): 17.23X Cap: $78.05B
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• Amplify Cybersecurity ETF (HACK $84.90)
  • $84.90 P/E (TTM): 34.45X Cap: $2.12B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $75.17)
  • $75.17 P/E (TTM): 33.06X Cap: $11.37B
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• Evolve Cyber Security Index Fund (CYBR $58.30)
  • $58.30 P/E (TTM): 34.73X Cap: $155M
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• Fastly Inc. (FSLY $19.41)
  • $19.41 Cap: $3.20B
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• Cloudflare Inc. Class A (NET $197.38)
  • $197.38 Cap: $69.03B
  • View NET Profile
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• iShares Cybersecurity and Tech ETF (IHAK $51.60)
  • $51.60 P/E (TTM): 28.77X Cap: $819M
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Q: Hi 5i, I own BUG (not in your database) since about its low in 2023 . In 2025, it has underperformed ETFs like CIBR, HACK. IHAK did not do very well either.

First question: Why the discrepancies between these ETFs performance, BUG in particular? Some bad holdings?

Second question: Is it worth to have this kind of niche ETFs if we have broader ETFs like QQQ?

Third question: I could Sell BUG for a small profit, or Hold for a bit hoping a better price, or switch to a more expensive ETF (my last choice). Your pick?

Have a good weekend.

Upvote 2

Read Answer Asked by Denise on February 20, 2026

• Amazon.com Inc. (AMZN $271.85)
  • $271.85 P/E (TTM): 38.03X Cap: $2.93T
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• Alphabet Inc. (GOOG $390.71)
  • $390.71 P/E (TTM): 36.73X Cap: $4.85T
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• Eli Lilly and Company (LLY $986.76)
  • $986.76 P/E (TTM): 41.33X Cap: $893.19B
  • View LLY Profile
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• Teradyne Inc. (TER $356.76)
  • $356.76 P/E (TTM): 103.68X Cap: $56.31B
  • View TER Profile
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• EnerSys (ENS $234.25)
  • $234.25 P/E (TTM): 28.48X Cap: $8.46B
  • View ENS Profile
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• RTX Corporation (RTX $177.92)
  • $177.92 P/E (TTM): 33.04X Cap: $237.13B
  • View RTX Profile
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• Celsius Holdings Inc. (CELH $29.57)
  • $29.57 P/E (TTM): 129.16X Cap: $8.25B
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• Applovin Corporation (APP $449.54)
  • $449.54 P/E (TTM): 48.06X Cap: $157.40B
  • View APP Profile
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• Nebius Group N.V. (NBIS $192.04)
  • $192.04 Cap: $44.95B
  • View NBIS Profile
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• Karman Holdings Inc. (KRMN $59.33)
  • $59.33 P/E (TTM): 468.0X Cap: $8.06B
  • View KRMN Profile
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Q: So many members ask questions where they ask you to rank a number of companies which they suggest. Let me change that up a. bit. Please rank the top 10 Canadian companies that YOU think have the best chance of yielding the highest returns for 5i members In 2026. Perhaps an unfair question but I"m curious.

This was a question asked earlier which seems quite popular. Can I ask the same question for US stocks
Thanks

Upvote 38

Read Answer Asked by joseph on February 20, 2026

• Copart Inc. (CPRT $33.34)
  • $33.34 P/E (TTM): 21.35X Cap: $32.69B
  • View CPRT Profile
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Q: Hi gang, what is your take on copart,s quarter?
Would you buy at this level? 2-3 years hold. And why? Thanks
Alnoor

Upvote 2

Read Answer Asked by Alnoor on February 20, 2026

• Coinbase Global Inc (COIN $208.50)
  • $208.50 P/E (TTM): 45.2X Cap: $52.98B
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• Toast Inc. Class A (TOST $23.97)
  • $23.97 P/E (TTM): 44.81X Cap: $14.52B
  • View TOST Profile
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Q: Any hope for either these 2 stocks, they've certainly been taken down?

Thnx 5I

Upvote 2

Read Answer Asked by David on February 20, 2026

• Bristol-Myers Squibb Company (BMY $56.16)
  • $56.16 P/E (TTM): 16.23X Cap: $114.68B
  • View BMY Profile
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Q: Can you please update your analysis of BMI. Can they overcome the loss of their patents on key drugs?

Upvote 1

Read Answer Asked by Murray on February 19, 2026