Investment Q&A

• Broadcom Inc. (AVGO $398.47)
  • $398.47 P/E (TTM): 83.52X Cap: $1.87T
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• Advanced Micro Devices Inc. (AMD $278.26)
  • $278.26 P/E (TTM): 97.4X Cap: $420.82B
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• MP Materials Corp. (MP $62.30)
  • $62.30 Cap: $10.57B
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• Applied Digital Corp. (APLD $30.09)
  • $30.09 Cap: $8.80B
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Q: Would you consider any of these stocks a buy?

Upvote 4

Read Answer Asked by Brian on November 28, 2025

• Las Vegas Sands Corp. (LVS $56.71)
  • $56.71 P/E (TTM): 23.94X Cap: $37.33B
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Q: what is driving the run-up in LVS and is it sustainable?

Upvote 3

Read Answer Asked by Julie on November 27, 2025

• Netflix Inc. (NFLX $107.79)
  • $107.79 P/E (TTM): 42.59X Cap: $454.76B
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Q: I have 300 NFLX.TO CDRs, but I don't see any SPLIT for them. How/When will the SPLIT be reflected? Thanks Kindly!

Upvote 6

Read Answer Asked by Austin on November 27, 2025

• State Street Health Care Select Sector SPDR ETF (XLV $146.61)
  • $146.61 P/E (TTM): 23.97X Cap: $38.65B
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Q: XLV had a good run. Would you buy it here or wait for a pull back, Do you think that the healthcare sector has more momentum to the upside?
Thank. Cheers

Upvote 2

Read Answer Asked by Hans on November 27, 2025

• Brinker International Inc. (EAT $151.09)
  • $151.09 P/E (TTM): 15.88X Cap: $6.84B
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Q: Hell 5i team,

Can you support a buy on EAT even after today's major uptick? Is comparable sales and foot traffic growth enough to support growth over the long term (3-5 years)?

Upvote 1

Read Answer Asked by John on November 27, 2025

• Intuitive Surgical Inc. (ISRG $458.08)
  • $458.08 P/E (TTM): 59.51X Cap: $166.32B
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• NVIDIA Corporation (NVDA $198.35)
  • $198.35 P/E (TTM): 40.59X Cap: $4.83T
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• Booking Holdings Inc. (BKNG $184.56)
  • $184.56 P/E (TTM): 1.12X Cap: $147.03B
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• JPMorgan Chase & Co. (JPM $309.95)
  • $309.95 P/E (TTM): 15.29X Cap: $820.57B
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• Eli Lilly and Company (LLY $903.99)
  • $903.99 P/E (TTM): 39.43X Cap: $855.08B
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• United Rentals Inc. (URI $777.49)
  • $777.49 P/E (TTM): 19.82X Cap: $48.12B
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• Axon Enterprise Inc. (AXON $393.08)
  • $393.08 P/E (TTM): 266.34X Cap: $32.33B
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• EnerSys (ENS $193.88)
  • $193.88 P/E (TTM): 24.04X Cap: $7.14B
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• RTX Corporation (RTX $195.85)
  • $195.85 P/E (TTM): 40.0X Cap: $267.02B
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Q: What U.S. companies would you recommend for a US $ TFSA ?

Upvote 23

Read Answer Asked by Valerie on November 27, 2025

• NVIDIA Corporation (NVDA $198.35)
  • $198.35 P/E (TTM): 40.59X Cap: $4.83T
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Q: Looking to add an AI stock in the next month or so to my TFSA. Is Nvidia a good one to hold for a time and if not then who?

Thanks for the service.

Upvote 5

Read Answer Asked by Gregory on November 27, 2025

• Axon Enterprise Inc. (AXON $393.08)
  • $393.08 P/E (TTM): 266.34X Cap: $32.33B
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Q: Down significantly in the past 6 months, would this business be more reasonably valued now - and appropriate to step in at this point, to purchase for a long term hold?

Upvote 7

Read Answer Asked by Anthony on November 27, 2025

• Semtech Corporation (SMTC $102.44)
  • $102.44 Cap: $8.66B
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Q: Hi,
What are your thoughts in Semtech's earnings? Mr. Market not too pleased.

Cheers, Chris

Upvote 1

Read Answer Asked by Christopher on November 26, 2025

• Fastly Inc. (FSLY $24.88)
  • $24.88 Cap: $3.54B
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Q: Greetings 5i, what is your opinion about this company and its prospects? Hold or sell? Thank you.

Upvote 1

Read Answer Asked by Barbara on November 26, 2025

• KKR & Co. Inc. (KKR $102.02)
  • $102.02 P/E (TTM): 44.38X Cap: $92.58B
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• Apollo Global Management Inc. (APO $120.81)
  • $120.81 P/E (TTM): 21.76X Cap: $69.70B
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Q: I bought APO @ $184 & KKR @ $151 in my RIF account. Should I sell, or hold?? Thanks for your Outstanding service!

Upvote 1

Read Answer Asked by Austin on November 26, 2025

• Palo Alto Networks Inc. (PANW $166.97)
  • $166.97 P/E (TTM): 90.67X Cap: $133.91B
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• Check Point Software Technologies Ltd. (CHKP $137.61)
  • $137.61 Cap: $14.22B
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• Zscaler Inc. (ZS $134.33)
  • $134.33 Cap: $21.06B
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Q: ZS Could you comment on Q1.
Growth seems strong but the price is down pre market.
Is this a long term hold?
Thanks.

Upvote 2

Read Answer Asked by Harry on November 26, 2025

• Adobe Inc. (ADBE $248.16)
  • $248.16 P/E (TTM): 14.26X Cap: $98.89B
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• Accenture plc Class A (Ireland) (ACN $194.00)
  • $194.00 P/E (TTM): 16.03X Cap: $129.03B
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• Nike Inc. (NKE $45.70)
  • $45.70 P/E (TTM): 30.09X Cap: $67.29B
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• Thermo Fisher Scientific Inc (TMO $516.00)
  • $516.00 P/E (TTM): 29.97X Cap: $197.50B
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• TELUS Corporation (T $16.93)
  • $16.93 P/E (TTM): 23.47X Cap: $25.87B
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• IDEXX Laboratories Inc. (IDXX $569.95)
  • $569.95 P/E (TTM): 44.4X Cap: $46.18B
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Q: Dear 5i,

I have a diverse portfolio with stocks and ETFs. Most of my portfolio is doing well. Want to know your thoughts about a few of my holdings that are not doing so well - Adobe, Nike, Accenture, TMO, IDXX and Telus.

What are your thoughts? Should I replace these with a US ETF or hold on. Thanks for your valuable advice as always.

Upvote 4

Read Answer Asked by Alka on November 26, 2025

• Apple Inc. (AAPL $263.40)
  • $263.40 P/E (TTM): 33.73X Cap: $3.91T
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• NVIDIA Corporation (NVDA $198.35)
  • $198.35 P/E (TTM): 40.59X Cap: $4.83T
  • View NVDA Profile
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• Axon Enterprise Inc. (AXON $393.08)
  • $393.08 P/E (TTM): 266.34X Cap: $32.33B
  • View AXON Profile
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• CrowdStrike Holdings Inc. (CRWD $418.20)
  • $418.20 Cap: $104.27B
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Q: Hi everyone at 5i thank you all for the great information love this service. So from an analytics point of view I am overweight tech and under weight industrials. Given the recent pull back is this a “good“ switch? This is in a registered account so no tax implications. I’m not that good at charts but it looks like there is some support at $500 for AXON? The other tech stocks I have are NVDA, SHOP, AAPL, CSU, LMN, TOI, of these CRWD is the worst performer only because of the date of acquiring it. I would love to hear your opinion. Thanks again for all your help.

Upvote 4

Read Answer Asked by Mark on November 26, 2025

• HIVE Digital Technologies Ltd. (HIVE $3.00)
  • $3.00 Cap: $847M
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• Oscar Health Inc. Class A (OSCR $15.63)
  • $15.63 Cap: $4.64B
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• IREN Limited (IREN $47.70)
  • $47.70 P/E (TTM): 87.18X Cap: $16.22B
  • View IREN Profile
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Q: A couple of favourites amongst growth investors. Which do you think has better long term relevance? Does HIVE in Canada essentially have the same product offering as IREN?
Thanks

Upvote 4

Read Answer Asked by Curtis on November 26, 2025

• Quanta Services Inc. (PWR $587.42)
  • $587.42 P/E (TTM): 87.03X Cap: $88.80B
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• WSP Global Inc. (WSP $226.62)
  • $226.62 P/E (TTM): 30.64X Cap: $30.77B
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  • View Reports on WSP
• Stantec Inc. (STN $122.42)
  • $122.42 P/E (TTM): 29.71X Cap: $14.26B
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• AECOM (ACM $85.63)
  • $85.63 P/E (TTM): 29.21X Cap: $11.17B
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• iShares Global Infrastructure ETF (IGF $67.37)
  • $67.37 P/E (TTM): 4.18X Cap: $10.33B
  • View IGF Profile
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Q: Further to my previous question,would you consider these all as a buy at this time?
Thank you

Upvote 4

Read Answer Asked by John on November 26, 2025

• Alphabet Inc. (GOOG $332.77)
  • $332.77 P/E (TTM): 30.94X Cap: $4.07T
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• NVIDIA Corporation (NVDA $198.35)
  • $198.35 P/E (TTM): 40.59X Cap: $4.83T
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Q: NVDA down 5% more this morning. From 212$ down to 172$ this morning. Other chip stocks are moving up steady past weeks specially AVGO. Not the darling anymore. Competition taking over?

Upvote 10

Read Answer Asked by Denis on November 25, 2025

• Boston Omaha Corporation Class A (BOC $12.20)
  • $12.20 Cap: $374M
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Q: Hoping to re-visit this business, one year later. Is this any more appealing... a year after the departure of the co-CEO... and apparently still undervalued... or are the growth prospects still quite limited?

Upvote 1

Read Answer Asked by Anthony on November 25, 2025

• Hemisphere Energy Corporation (HME $2.76)
  • $2.76 P/E (TTM): 9.17X Cap: $260M
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• ONEOK Inc. (OKE $85.21)
  • $85.21 P/E (TTM): 15.52X Cap: $52.98B
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• Suncor Energy Inc. (SU $87.37)
  • $87.37 P/E (TTM): 17.76X Cap: $102.44B
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• Canadian Natural Resources Limited (CNQ $63.47)
  • $63.47 P/E (TTM): 12.17X Cap: $131.22B
  • View CNQ Profile
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Q: what are your thoughts on this company please?

Upvote 4

Read Answer Asked by carl on November 25, 2025

• Meta Platforms Inc. (META $676.87)
  • $676.87 P/E (TTM): 28.59X Cap: $1.69T
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• Alphabet Inc. (GOOG $332.77)
  • $332.77 P/E (TTM): 30.94X Cap: $4.07T
  • View GOOG Profile
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• NVIDIA Corporation (NVDA $198.35)
  • $198.35 P/E (TTM): 40.59X Cap: $4.83T
  • View NVDA Profile
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Q: Hi,
Seeing the drop in NVDA makes me wonder if the talk that Meta is considering buying chips from GOOGL would really reduce NVDA's value this much? If you could weigh in with any comments and thoughts you have regarding this mornings drop I'd love to hear them!
Thanks!
D

Upvote 6

Read Answer Asked by Dawn on November 25, 2025