Investment Q&A

• Strategy Inc (MSTR $166.97)
  • $166.97 P/E (TTM): 14.45X Cap: $46.50B
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Q: I have a position in MSTR that is now less than 1%. My cost is $12.80. I'm wondering about averaging down to bring the position to 1-1.5%. What are your thoughts for MSTR in the coming years, and my idea to average down in this case?

Upvote 1

Read Answer Asked by Kim on January 05, 2026

• Watsco Inc. (WSO $360.76)
  • $360.76 P/E (TTM): 27.82X Cap: $14.16B
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Q: Any thoughts on Watsco? Do you think this past year's drawdown is a good opportunity to initiate a new long-term position?

Upvote 1

Read Answer Asked by Patrick on January 05, 2026

• Gold Reserve Ltd. (GRZ $5.40)
  • $5.40 Cap: $618M
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• ConocoPhillips (COP $98.72)
  • $98.72 P/E (TTM): 13.7X Cap: $116.08B
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• Chevron Corporation (CVX $159.25)
  • $159.25 P/E (TTM): 22.02X Cap: $312.49B
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• Marathon Petroleum Corporation (MPC $177.07)
  • $177.07 P/E (TTM): 17.88X Cap: $51.85B
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• SLB Limited (SLB $44.43)
  • $44.43 P/E (TTM): 16.85X Cap: $63.29B
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• Valero Energy Corporation (VLO $191.32)
  • $191.32 P/E (TTM): 37.6X Cap: $58.35B
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• Exxon Mobil Corporation (XOM $122.91)
  • $122.91 P/E (TTM): 17.59X Cap: $499.69B
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• Smurfit WestRock plc (SW $42.30)
  • $42.30 P/E (TTM): 28.72X Cap: $20.67B
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Q: With the United States interim (??) takeover of Venezuela, what US publicly listed interests do you see as benefitting. Initial thoughts are the obvious oil and related infrastructure companies, shipping co's etc. Additionally, what companies have the capacity to handle extraction, refining etc the heavy grade that Venezuela pumps (if refined elsewhere)? Please offer brief thoughts and a short list of US blue chip dividend payers that will benefit. Also state if there are US companies that have outstanding arbitration awards.

Upvote 3

Read Answer Asked by Harry on January 05, 2026

• Costco Wholesale Corporation (COST $915.31)
  • $915.31 P/E (TTM): 63.83X Cap: $391.75B
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• JD.com Inc. (JD $29.67)
  • $29.67 P/E (TTM): 7.7X Cap: $42.18B
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• Uber Technologies Inc. (UBER $87.59)
  • $87.59 P/E (TTM): 10.99X Cap: $179.08B
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Q: hi,
I am down ( with percentage in brackets) on the following US equities:
COST(9), JD(29), UBER(11).
which stocks if any would you buy at current levels and please rank best to worst.
cheers, Chris

Upvote 2

Read Answer Asked by chris on January 05, 2026

• Amazon.com Inc. (AMZN $246.29)
  • $246.29 P/E (TTM): 34.03X Cap: $2.58T
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• Broadcom Inc. (AVGO $332.48)
  • $332.48 P/E (TTM): 72.37X Cap: $1.62T
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• Alphabet Inc. (GOOG $326.01)
  • $326.01 P/E (TTM): 31.05X Cap: $3.88T
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• Micron Technology Inc. (MU $327.02)
  • $327.02 P/E (TTM): 45.25X Cap: $382.16B
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• NVIDIA Corporation (NVDA $185.04)
  • $185.04 P/E (TTM): 46.46X Cap: $4.59T
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• QUALCOMM Incorporated (QCOM $181.87)
  • $181.87 P/E (TTM): 36.42X Cap: $192.98B
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• Salesforce Inc. (CRM $260.53)
  • $260.53 P/E (TTM): 35.1X Cap: $249.35B
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• Uber Technologies Inc. (UBER $87.59)
  • $87.59 P/E (TTM): 10.99X Cap: $179.08B
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• RTX Corporation (RTX $187.17)
  • $187.17 P/E (TTM): 39.1X Cap: $249.02B
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Q: I'm looking to start experimenting in 2026 with selling covered calls and cash secured puts (using a smaller % of my overall portfolio). Does 5i have any favourite tickers for this type of activity?

Thanks!

Upvote 6

Read Answer Asked by dan on January 05, 2026

• Northrop Grumman Corporation (NOC $590.79)
  • $590.79 P/E (TTM): 21.96X Cap: $82.35B
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• AeroVironment Inc. (AVAV $344.96)
  • $344.96 Cap: $17.22B
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• Kratos Defense & Security Solutions Inc. (KTOS $104.04)
  • $104.04 P/E (TTM): 707.15X Cap: $17.56B
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• L3Harris Technologies Inc. (LHX $325.74)
  • $325.74 P/E (TTM): 33.78X Cap: $57.94B
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• RTX Corporation (RTX $187.17)
  • $187.17 P/E (TTM): 39.1X Cap: $249.02B
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Q: Hi Peter
As the volatility increases in our world what are your top Us defence companies you would invest at this time .

Upvote 6

Read Answer Asked by Candi on January 05, 2026

• Costco Wholesale Corporation (COST $915.31)
  • $915.31 P/E (TTM): 63.83X Cap: $391.75B
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• Canadian National Railway Company (CNR $137.89)
  • $137.89 P/E (TTM): 18.86X Cap: $82.47B
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• Constellation Software Inc. (CSU $3,311.96)
  • $3,311.96 P/E (TTM): 75.25X Cap: $70.18B
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• TMX Group Limited (X $50.50)
  • $50.50 P/E (TTM): 31.7X Cap: $14.08B
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• Alimentation Couche-Tard Inc. (ATD $75.49)
  • $75.49 P/E (TTM): 19.49X Cap: $68.70B
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• MercadoLibre Inc. (MELI $2,179.80)
  • $2,179.80 P/E (TTM): 53.38X Cap: $109.63B
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• ASML Holding N.V. (ASML $1,194.32)
  • $1,194.32 P/E (TTM): 55.11X Cap: $483.13B
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• Watsco Inc. (WSO $360.76)
  • $360.76 P/E (TTM): 27.82X Cap: $14.16B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.48)
  • $65.48 P/E (TTM): 98.59X Cap: $146.66B
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Q: Out of the following 10 stocks - what would be your top 5 right now for future growth.

ASML, COST, MELI, MKL, WSO, ATD, BN, CNR, CSU, X

Upvote 18

Read Answer Asked by Stephen on January 05, 2026

• Snowflake Inc. (SNOW $223.79)
  • $223.79 Cap: $76.58B
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• Rocket Lab Corporation (RKLB $83.08)
  • $83.08 Cap: $44.91B
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Q: Both SpaceX and Databricks have hinted at IPO’s in 2026. I own competitors Rocket Lab (RKLB) and Snowflake (SNOW) respectively. How concerned should I be, that investors will flee RKLB and SNOW and buy the IPO’s? Would you continue to hold RKLB and SNOW? Thank you.

Upvote 2

Read Answer Asked by Kim on January 05, 2026

• Walmart Inc. (WMT $113.07)
  • $113.07 Cap: $898.39B
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• Alimentation Couche-Tard Inc. (ATD $75.49)
  • $75.49 P/E (TTM): 19.49X Cap: $68.70B
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Q: Wondering about selling Walmart and replacing it with Atd.. have held Walmart for short time but have more interest in a Canadian company now.
Thanks, Lesley

Upvote 6

Read Answer Asked by Lesley on January 05, 2026

• Alphabet Inc. (GOOG $326.01)
  • $326.01 P/E (TTM): 31.05X Cap: $3.88T
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• Intuitive Surgical Inc. (ISRG $585.08)
  • $585.08 P/E (TTM): 78.24X Cap: $207.40B
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• NVIDIA Corporation (NVDA $185.04)
  • $185.04 P/E (TTM): 46.46X Cap: $4.59T
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• Axon Enterprise Inc. (AXON $612.98)
  • $612.98 P/E (TTM): 198.68X Cap: $48.37B
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• EnerSys (ENS $157.04)
  • $157.04 P/E (TTM): 18.49X Cap: $5.79B
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• RTX Corporation (RTX $187.17)
  • $187.17 P/E (TTM): 39.1X Cap: $249.02B
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• Nebius Group N.V. (NBIS $97.30)
  • $97.30 Cap: $23.16B
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Q: I would be interested to know what your suggestions are on US growth stocks for long term hold in a RRSP account (sectors not important).

Thank you.

Upvote 21

Read Answer Asked by Ernest on January 02, 2026

• CACI International Inc. Class A (CACI $584.09)
  • $584.09 P/E (TTM): 24.73X Cap: $11.86B
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Q: what is your view of this company? what is the forward P/E v the P/E for each of the 3 preceding years thanks Richard

Upvote 1

Read Answer Asked by richard on January 02, 2026

• Willdan Group Inc. (WLDN $112.69)
  • $112.69 P/E (TTM): 40.99X Cap: $1.66B
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Q: Hello 5I,

I stumbled across an interesting U.S. small cap in energy supporting Data Centres (the AI play) as well ancillary sectors and I wanted to get your thoughts on it - WLDN.

Merry Christmas and a Happy New Year to the 5i team for helping out all the DIY investors.

Cheers and all the best!

Peter

Upvote 3

Read Answer Asked by Peter on January 02, 2026

• VanEck Uranium Nuclear Energy ETF (NLR $138.21)
  • $138.21 P/E (TTM): 29.38X Cap: $4.05B
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Q: NLR I invested in this ETF some time ago and rode it up to its high of high of $168.12. I have now given back half of my gains. Is it time to sell?

Upvote 1

Read Answer Asked by MATHEW on January 02, 2026

• BitMine Immersion Technologies Inc. (BMNR $31.28)
  • $31.28 P/E (TTM): 2.09X Cap: $12.01B
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Q: I understand that BMNR has a board meeting mid January. I am having trouble understanding the current situation.

Has Tom Lee changed his opinion regarding the upside potential.

Upvote 1

Read Answer Asked by Donald on January 02, 2026

• North European Oil Royality Trust (NRT $7.89)
  • $7.89 P/E (TTM): 14.71X Cap: $72M
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Q: Your thoughts on NRT please

Upvote 1

Read Answer Asked by George on January 02, 2026

• Alimentation Couche-Tard Inc. (ATD $75.49)
  • $75.49 P/E (TTM): 19.49X Cap: $68.70B
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• Caseys General Stores Inc. (CASY $586.38)
  • $586.38 P/E (TTM): 34.63X Cap: $21.26B
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Q: In the webinar you spoke about CASY. I did some research and really like this company. Performance has been outstanding, +44% YTD.

I own 5000 shares of ATD and it in contrast has been languishing - 7% YTD and at the same level as September 2024.

Do you think this would be a good switch, ATD to CASY?

Sheldon

Upvote 4

Read Answer Asked by Sheldon on January 02, 2026

• Miscellaneous (MISC)
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Q: What does your crystal ball say about US inflation heading into 2026? With equities looking vulnerable as they bouncing along the top, bonds also seemed poised to drop if prices rise more. In a conservative portfolio, what would be your equity/fixed income mix...and I assume you would stay short on most bonds.

Upvote 6

Read Answer Asked by Curtis on January 02, 2026

Q: Ambiq Micro Inc NYSE: AMBQ

Ambiq Micro's stock is projected to experience significant growth in the coming years. Analysts have set a consensus price target of $41.75, with a potential upside of 43.05% from the current price of $29.19.

Who are it's competitors?

Buy or not?

Thank you.

Upvote 1

Read Answer Asked by Ross on January 02, 2026

• UiPath Inc. Class A (PATH $16.88)
  • $16.88 P/E (TTM): 41.26X Cap: $9.53B
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Q: Hello Everyone,

May I have your updated assessment of UiPath please?

Thank you.

Upvote 2

Read Answer Asked by Sandra on January 02, 2026

• Legence Corp. (LGN $43.53)
  • $43.53 Cap: $5.08B
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Q: Legence LGN US.

Information & opinion on this company. What does it actually do?

Thank you.

Upvote 2

Read Answer Asked by Ross on January 02, 2026