Investment Q&A

• Archer Aviation Inc. Class A (ACHR $7.30)
  • $7.30 Cap: $4.22B
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Q: Your valuable opinion on this company please?

Thnx
Dave

Upvote 1

Read Answer Asked by David on October 06, 2025

• Vanguard Real Estate Index Fund ETF (VNQ $92.25)
  • $92.25 P/E (TTM): 32.25X Cap: $33.88B
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• State Street Real Estate Select Sector SPDR ETF (XLRE $41.99)
  • $41.99 P/E (TTM): 35.38X Cap: $7.30B
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• Pacer Data & Infrastructure Real Estate ETF (SRVR $31.10)
  • $31.10 P/E (TTM): 27.37X Cap: $374M
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• Pacer Industrial Real Estate ETF (INDS $39.36)
  • $39.36 P/E (TTM): 30.8X Cap: $115M
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• Dimensional Global Real Estate ETF (DFGR $27.57)
  • $27.57 P/E (TTM): 30.84X Cap: $3.13B
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Q: Can you recommend some real estate / reits that are traded on US markets? Perhaps top 3 for growth, and top 3 for stability and income.

Upvote 1

Read Answer Asked by Mike on October 06, 2025

• iShares Russell 2000 Growth ETF (IWO $339.48)
  • $339.48 P/E (TTM): 22.36X Cap: $12.91B
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• BMO S&P 500 Index ETF (ZSP $103.64)
  • $103.64 P/E (TTM): 25.89X Cap: $21.30B
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• iShares S&P/TSX 60 Index ETF (XIU $47.65)
  • $47.65 P/E (TTM): 18.52X Cap: $21.36B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.70)
  • $106.70 Cap: $2.29B
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• Pacer US Cash Cows 100 ETF (COWZ $64.02)
  • $64.02 P/E (TTM): 15.47X Cap: $18.39B
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Q: Hello 5i,

Could you recommend 2 to 3 ETF's for a long term hold in a RESP.

Thanks

Upvote 9

Read Answer Asked by James on October 06, 2025

• KKR & Co. Inc. (KKR $103.20)
  • $103.20 P/E (TTM): 44.39X Cap: $88.39B
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• Blackstone Inc. (BX $129.69)
  • $129.69 P/E (TTM): 38.55X Cap: $95.76B
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• Carlyle Group Inc (The) - Ordinary Shares (CG $58.71)
  • $58.71 P/E (TTM): 32.75X Cap: $19.97B
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• Ares Management Corporation Class A (ARES $130.46)
  • $130.46 P/E (TTM): 59.04X Cap: $39.83B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.75)
  • $67.75 P/E (TTM): 30.88X Cap: $109.12B
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Q: Thoughts on this stock for the next 2 years?

Thnx 5I

Upvote 4

Read Answer Asked by David on October 06, 2025

• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $17.58B
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Q: Do you think NBIS stock is still a good price or is the stock becoming overvalued? Feels like there's lots of hype around it right now.... At what price would you think is IS overvalued?

Upvote 15

Read Answer Asked by Judith on October 06, 2025

• GRAIL Inc. (GRAL $100.07)
  • $100.07 Cap: $4.04B
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Q: Hi can I get your thoughts on this company?

Upvote 1

Read Answer Asked by Mark on October 03, 2025

• Coinbase Global Inc (COIN $165.12)
  • $165.12 P/E (TTM): 14.61X Cap: $44.52B
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• BitMine Immersion Technologies Inc. (BMNR $20.47)
  • $20.47 Cap: $7.91B
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Q: bmnr or coin if you had to choose, and why? thank you!

Upvote 4

Read Answer Asked by Judith on October 03, 2025

• Palantir Technologies Inc. (PLTR $135.90)
  • $135.90 P/E (TTM): 332.24X Cap: $309.87B
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Q: Given its astronomic valuation, what kind of future you anticipate for a stock like this during a one year period around (from here to end of 2026) let's say? what would you say to those who persist to keep it in spite of the financial logic?

Thank you very much in advance for your sound judgement always appreciated.

Upvote 4

Read Answer Asked by Gabriel on October 03, 2025

• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 63.21X Cap: $169.15B
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• Sportradar Group AG (SRAD $16.99)
  • $16.99 Cap: $5.10B
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Q: Similar question for both these stocks that you have liked or still like. Both have pulled back after making strong gains. Is there still momentum? How were the last qtrs? Should one buy the dip and get a fuller position in either of these or just hold?

Upvote 6

Read Answer Asked by Bruce on October 03, 2025

• AeroVironment Inc. (AVAV $257.20)
  • $257.20 Cap: $11.82B
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• Kratos Defense & Security Solutions Inc. (KTOS $94.41)
  • $94.41 P/E (TTM): 702.54X Cap: $14.39B
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Q: Could you reevaluate again today. Previously you sided with KTOS

Upvote 4

Read Answer Asked by JR on October 03, 2025

• Lam Research Corporation (LRCX $231.01)
  • $231.01 P/E (TTM): 46.31X Cap: $266.37B
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Q: HEY GUYS i would like your thoughts on this company its currently trading near 52 week high would there still room for upside or wait for a pull back and if so at what price you feel would a good entry point

Upvote 2

Read Answer Asked by michael on October 03, 2025

• Cal-Maine Foods Inc. (CALM $82.53)
  • $82.53 P/E (TTM): 3.33X Cap: $4.01B
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Q: Peter, I know that you like it - me too I tried to like it but now it goes down every day since 2 weeks. Better sell it and buy Tom Lee’s staples from GRNY, COST and/or MNST?

Thks

Upvote 1

Read Answer Asked by Ray on October 03, 2025

• Kratos Defense & Security Solutions Inc. (KTOS $94.41)
  • $94.41 P/E (TTM): 702.54X Cap: $14.39B
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• MDA Space Ltd. (MDA $34.50)
  • $34.50 P/E (TTM): 43.81X Cap: $4.35B
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Q: Dear 5i
If one already owns MDA does it make sense to buy KTOS ? Are they different enough to own both , or if only one was sufficient , which one would you buy ?
Thanks
Bill C

Upvote 6

Read Answer Asked by Bill on October 03, 2025

• Corning Incorporated (GLW $122.16)
  • $122.16 P/E (TTM): 69.42X Cap: $96.70B
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• QuantumScape Corporation (QS $8.47)
  • $8.47 Cap: $5.09B
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Q: Hi Peter…QS and GLW announced yesterday an agreement for the development and commercialization of ceramic separators presumably for QS’s batteries. There were no details. I think this is another positive step for QS and also for GLW too. No financial details were provided in the press release. Does Bloomberg have any information on the joint venture? Any change in QS’s short interest? Any thoughts you have would be appreciated.
Incidentally Jim Cramer appears to be quite bullish on GLW generally. I suppose if your company might just be making parts for an improved EV automotive battery that would be a positive. “Build a better mousetrap and the world will beat a path to your door”!
Thanks,
Jim

Upvote 2

Read Answer Asked by James on October 03, 2025

• The Trade Desk Inc. (TTD $27.04)
  • $27.04 P/E (TTM): 31.34X Cap: $12.68B
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Q: I have been a shareholder of the trade desk for many years and still have 123% gains.. I am questioning. what should I do with this company? I wonder if the future is still good. What would you do? Would you hold or sell? If you sell, you have a better investment you would put the money at work for the next five years. thanks a lot.

Upvote 3

Read Answer Asked by jean on October 03, 2025

• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 43.22X Cap: $4.17T
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• Axon Enterprise Inc. (AXON $414.20)
  • $414.20 P/E (TTM): 135.85X Cap: $31.72B
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• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $17.58B
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Q: The time has come to trim some of my NVDA, it simply has grown too large as a percentage of my portfolio. Can you please provide 3 top picks in the US for a long term hold.
Thank you

Upvote 16

Read Answer Asked by Marty on October 03, 2025

• Applovin Corporation (APP $406.72)
  • $406.72 P/E (TTM): 56.02X Cap: $126.81B
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Q: App is down 25% today, seemingly over a lawsuit,isthis of concern or a buying opportunity?

Upvote 6

Read Answer Asked by Geoff on October 02, 2025

• The Howard Hughes Corporation (HHH $82.04)
  • $82.04 P/E (TTM): 15.94X Cap: $4.84B
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Q: It seems Bill Ackman is trying to create a Berkshire type holding company, is this correct?
Would you buy this as a long term investment at the current price?

Upvote 5

Read Answer Asked by Schoombee on October 02, 2025

• Kroger Company (The) (KR $67.50)
  • $67.50 P/E (TTM): 21.55X Cap: $42.19B
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• Target Corporation (TGT $115.55)
  • $115.55 P/E (TTM): 13.83X Cap: $50.19B
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• Walmart Inc. (WMT $131.18)
  • $131.18 Cap: $1.04T
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• Loblaw Companies Limited (L $67.09)
  • $67.09 P/E (TTM): 8.28X Cap: $80.19B
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• Albertsons Companies Inc. Class A (ACI $18.09)
  • $18.09 P/E (TTM): 10.51X Cap: $8.55B
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Q: Can you provide an updated commentary, similar to your last answer from July 2024 ?
Has anything changed ?

Upvote 1

Read Answer Asked by Jabs on October 02, 2025

• Broadcom Inc. (AVGO $332.92)
  • $332.92 P/E (TTM): 64.85X Cap: $1.47T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 43.22X Cap: $4.17T
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• Booking Holdings Inc. (BKNG $4,457.17)
  • $4,457.17 P/E (TTM): 30.01X Cap: $143.67B
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• Goldman Sachs Group Inc. (The) (GS $928.75)
  • $928.75 P/E (TTM): 18.56X Cap: $267.05B
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• JPMorgan Chase & Co. (JPM $322.40)
  • $322.40 P/E (TTM): 15.71X Cap: $877.65B
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• Tesla Inc. (TSLA $411.11)
  • $411.11 P/E (TTM): 270.67X Cap: $1.54T
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• Galaxy Digital Inc. Class A common stock (GLXY $26.98)
  • $26.98 Cap: $8.99B
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• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
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• Coinbase Global Inc (COIN $165.12)
  • $165.12 P/E (TTM): 14.61X Cap: $44.52B
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• Robinhood Markets Inc. (HOOD $82.82)
  • $82.82 P/E (TTM): 33.59X Cap: $74.47B
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Q: What sectors do you think will do well in the USA in the following months? Could you recommend 10 of your top picks in these sectors.

Upvote 27

Read Answer Asked by Merrilyn on October 02, 2025