Investment Q&A

• Hyliion Holdings Corp. Class A (HYLN $1.78)
  • $1.78 Cap: $316M
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Q: I’m looking into Hyliion Holdings (HYLN) as a potential long-term position, but I’m trying to better understand its growth prospects.
Given that the company is still pre-commercial and currently recognizes most revenue from R&D services rather than product sales, what’s your view on its path to commercialization and revenue growth? And are there particular risks or milestones you’d prioritize watching.

Upvote 1

Read Answer Asked by Cyril on January 21, 2026

• EnerSys (ENS $169.37)
  • $169.37 P/E (TTM): 21.22X Cap: $6.24B
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• Robinhood Markets Inc. (HOOD $70.35)
  • $70.35 P/E (TTM): 35.53X Cap: $63.33B
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• Nebius Group N.V. (NBIS $105.97)
  • $105.97 Cap: $25.23B
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• Karman Holdings Inc. (KRMN $86.01)
  • $86.01 P/E (TTM): 1462.71X Cap: $11.38B
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Q: Hi Peter,
What will be your preferred order of purchase for these four stocks: NBIS, KRMN, HOOD, and ENS? Please also advise good entry price for these four. Thanks.

Upvote 14

Read Answer Asked by Willie on January 21, 2026

• Figure Technology Solutions Inc. (FIGR $31.94)
  • $31.94 P/E (TTM): 97.68X Cap: $6.91B
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Q: Your opinion. thanks.

Upvote 1

Read Answer Asked by Martin on January 21, 2026

• Mastercard CDR (CAD Hedged) (MA $30.52)
  • $30.52 P/E (TTM): 30.29X Cap: $619.42B
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• Visa CDR (CAD Hedged) (VISA $28.12)
  • $28.12 P/E (TTM): 29.85X Cap: $807.09B
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Q: Hey team,
Looking to start a position - any preference at this time for a long term hold. Currently have a small Visa position in an RRSP. This would be a CDR holding in a cash account.
Thank you

Upvote 3

Read Answer Asked by Kyle on January 21, 2026

• Guardant Health Inc. (GH $88.10)
  • $88.10 Cap: $11.55B
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• GeneDx Holdings Corp. (WGS $61.35)
  • $61.35 Cap: $1.79B
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• GRAIL Inc. (GRAL $52.16)
  • $52.16 Cap: $2.01B
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Q: What do you think of WGS? After the pullback the fundamentals don't seem so high anymore for a high flyer. 5.5x 2026 revenue, 70% margin. Would you pick them over GRAL?

Upvote 1

Read Answer Asked by Ian on January 21, 2026

• Smithfield Foods Inc. (SFD $25.83)
  • $25.83 P/E (TTM): 10.58X Cap: $9.23B
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Q: Interested in your take on this company and would you consider starting a position at this time advisable.

Upvote 3

Read Answer Asked by Steven on January 20, 2026

• Chewy Inc. Class A (CHWY $27.01)
  • $27.01 P/E (TTM): 47.18X Cap: $11.25B
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Q: Could I get an updated assessment on this company. Is it inexpensive relative to its historic PE's. Does expected growth make it an attractive buy at the current price?
Thank you.

Upvote 1

Read Answer Asked by John on January 20, 2026

• Ondas Inc (ONDS $9.44)
  • $9.44 Cap: $4.37B
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Q: Is this a good time to initiate a position?

Upvote 6

Read Answer Asked by Gary on January 20, 2026

• Celestica Inc. (CLS $378.58)
  • $378.58 P/E (TTM): 40.38X Cap: $43.52B
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• Kraken Robotics Inc. (PNG $8.23)
  • $8.23 P/E (TTM): 153.67X Cap: $2.52B
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• EnerSys (ENS $169.37)
  • $169.37 P/E (TTM): 21.22X Cap: $6.24B
  • View ENS Profile
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• Nebius Group N.V. (NBIS $105.97)
  • $105.97 Cap: $25.23B
  • View NBIS Profile
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• Karman Holdings Inc. (KRMN $86.01)
  • $86.01 P/E (TTM): 1462.71X Cap: $11.38B
  • View KRMN Profile
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Q: What are the three or four most interesting US or Canadian growth stocks, irrespective of sector, for purchase now in your opinion?

Upvote 49

Read Answer Asked by John on January 19, 2026

• Tetra Technologies Inc. (TTI $8.40)
  • $8.40 P/E (TTM): 408.5X Cap: $1.12B
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Q: Up 60% on Tti . Should I be trimming here?

Upvote 1

Read Answer Asked by Mike on January 19, 2026

• Axon Enterprise Inc. (AXON $450.46)
  • $450.46 P/E (TTM): 335.95X Cap: $36.21B
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Q: AXON reached an all time high in the first week of August 2025, and then the share price plunged about 40% until about mid November 2025 when it started to recover.

What event, or series of events caused that steep decline?

Upvote 5

Read Answer Asked by John on January 19, 2026

• Nebius Group N.V. (NBIS $105.97)
  • $105.97 Cap: $25.23B
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Q: I see that you like NBIS a lot, and that revenues are expected to increase 500% in 2026. However, when do you think that earnings will enter the plus column? TD projects negative earnings for each quarter in 2026. I don't mind taking some risk, however, I need to foresee good earnings somewhere in the foreseeable future to do that.

Upvote 5

Read Answer Asked by arnold on January 19, 2026

• Adobe Inc. (ADBE $240.88)
  • $240.88 P/E (TTM): 14.83X Cap: $97.36B
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Q: Adbe performance has been terrible of late.Can you provide a current outlook?thx

Upvote 2

Read Answer Asked by Kim on January 19, 2026

• Broadcom Inc. (AVGO $309.42)
  • $309.42 P/E (TTM): 67.9X Cap: $1.46T
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• Alphabet Inc. (GOOG $280.74)
  • $280.74 P/E (TTM): 27.66X Cap: $3.39T
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• KLA Corporation (KLAC $1,451.13)
  • $1,451.13 P/E (TTM): 44.0X Cap: $190.20B
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• Lam Research Corporation (LRCX $211.62)
  • $211.62 P/E (TTM): 47.91X Cap: $264.26B
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• Microsoft Corporation (MSFT $365.97)
  • $365.97 P/E (TTM): 23.95X Cap: $2.71T
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• NVIDIA Corporation (NVDA $171.24)
  • $171.24 P/E (TTM): 35.84X Cap: $4.16T
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• Amphenol Corporation (APH $123.13)
  • $123.13 P/E (TTM): 39.12X Cap: $151.35B
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• Rockwell Automation Inc. (ROK $354.82)
  • $354.82 P/E (TTM): 40.94X Cap: $39.86B
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• Arista Networks Inc. (ANET $122.55)
  • $122.55 P/E (TTM): 49.41X Cap: $153.98B
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• Vertiv Holdings LLC Class A (VRT $252.40)
  • $252.40 P/E (TTM): 75.07X Cap: $96.56B
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Q: With regards to 5i AI special report is there any advice for members as to where to start. There are a lot of companies in your report. Maybe if you could narrow things down to 5 or 6 companies from different areas of AI that could be a core holding.Thank-you for the report and helping me to understand theAI process.
THX

Upvote 46

Read Answer Asked by blake on January 19, 2026

• NVIDIA Corporation (NVDA $171.24)
  • $171.24 P/E (TTM): 35.84X Cap: $4.16T
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• Nebius Group N.V. (NBIS $105.97)
  • $105.97 Cap: $25.23B
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Q: Hello
Curious as to why the company had 7.4 Billion in sales in 2022 but only 21Million in 2023 and 118Million in 2024.

Could you explain why you like it so much and could a person own it and NVDA?

Thanks
jeff

Upvote 16

Read Answer Asked by JEFF on January 19, 2026

• Sandisk Corporation (SNDK $603.17)
  • $603.17 Cap: $89.02B
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Q: With its parabolic rise over the last year and especially three months is SNDK out over its skis or still buyable at this level?

Upvote 4

Read Answer Asked by Kim on January 19, 2026

• Robinhood Markets Inc. (HOOD $70.35)
  • $70.35 P/E (TTM): 35.53X Cap: $63.33B
  • View HOOD Profile
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Q: Why it is dropping? Is this good entry point?

Upvote 6

Read Answer Asked by Milan on January 18, 2026

• T-Mobile US Inc. (TMUS $211.59)
  • $211.59 P/E (TTM): 21.48X Cap: $233.14B
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Q: I bought this stock last summer and I'm down 18%. My plan is to hold it long-term, and based on this, I was wondering if it makes sense to add to it.

Upvote 1

Read Answer Asked by Brendan on January 18, 2026

• Firan Technology Group Corporation (FTG $17.07)
  • $17.07 P/E (TTM): 40.31X Cap: $429M
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• kneat.com inc. (KSI $3.46)
  • $3.46 Cap: $331M
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• WELL Health Technologies Corp. (WELL $3.80)
  • $3.80 Cap: $970M
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• Eagle Materials Inc (EXP $183.92)
  • $183.92 P/E (TTM): 13.81X Cap: $5.78B
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• nVent Electric plc (NVT $118.44)
  • $118.44 P/E (TTM): 17.34X Cap: $19.15B
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• VPN Technologies (VPN)
  • Cap: $5M
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• Ondas Inc (ONDS $9.44)
  • $9.44 Cap: $4.37B
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• Genius Sports Limited (GENI $4.41)
  • $4.41 Cap: $1.13B
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• Cellebrite DI Ltd. (CLBT $13.79)
  • $13.79 Cap: $3.43B
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• Sportradar Group AG (SRAD $18.00)
  • $18.00 Cap: $5.39B
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• Propel Holdings Inc. (PRL $17.83)
  • $17.83 P/E (TTM): 9.3X Cap: $701M
  • View PRL Profile
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• Sezzle Inc. (SEZL $67.03)
  • $67.03 P/E (TTM): 19.29X Cap: $2.26B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $73.72)
  • $73.72 P/E (TTM): 48.39X Cap: $7.98B
  • View GRGD Profile
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• Karman Holdings Inc. (KRMN $86.01)
  • $86.01 P/E (TTM): 1462.71X Cap: $11.38B
  • View KRMN Profile
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• Ouster Inc. (OUST $19.31)
  • $19.31 Cap: $1.21B
  • View OUST Profile
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Q: Hello Team,

I don't currently own any of the noted stocks, can you rank them in order in which you would purchase today based on a 2-3 year return. Thanks.

Upvote 8

Read Answer Asked by Kevin on January 18, 2026

• Intuit Inc. (INTU $432.55)
  • $432.55 P/E (TTM): 29.73X Cap: $119.62B
  • View INTU Profile
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• Lam Research Corporation (LRCX $211.62)
  • $211.62 P/E (TTM): 47.91X Cap: $264.26B
  • View LRCX Profile
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• Ouster Inc. (OUST $19.31)
  • $19.31 Cap: $1.21B
  • View OUST Profile
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Q: Good morning,

Is the recent significantly negative momentum with Intuit a sign that it's time to move on? If changing course, would you endorse a move to LAM Research or Ouster?

Thank you!

Brad

Upvote 1

Read Answer Asked by Bradley on January 17, 2026