Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.72)
  • $163.72 P/E (TTM): 131.37X Cap: $208.44B
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• Global Payments Inc. (GPN $70.77)
  • $70.77 P/E (TTM): 13.4X Cap: $19.53B
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• Shift4 Payments Inc. Class A (FOUR $48.86)
  • $48.86 P/E (TTM): 62.99X Cap: $4.26B
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• Toast Inc. Class A (TOST $26.81)
  • $26.81 P/E (TTM): 49.3X Cap: $15.67B
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Q: Your general thoughts and analysis on Global Payments please, thanks.

Upvote 2

Read Answer Asked by MG on November 05, 2025

• Alphabet Inc. (GOOG $289.59)
  • $289.59 P/E (TTM): 27.66X Cap: $3.51T
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• Walmart Inc. (WMT $123.06)
  • $123.06 Cap: $973.03B
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• Pinterest Inc. Class A (PINS $18.68)
  • $18.68 P/E (TTM): 31.02X Cap: $12.23B
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Q: PINS Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Do you think the market reaction is overdone?
Thank you.

Upvote 3

Read Answer Asked by Barbara on November 05, 2025

• Unity Software Inc. (U $17.80)
  • $17.80 Cap: $7.85B
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Q: Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Would you continue to hold? Thank you.

Upvote 1

Read Answer Asked by Barbara on November 05, 2025

• Costco Wholesale Corporation (COST $974.86)
  • $974.86 P/E (TTM): 67.11X Cap: $432.03B
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• Intuitive Surgical Inc. (ISRG $469.98)
  • $469.98 P/E (TTM): 60.74X Cap: $167.58B
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• Microsoft Corporation (MSFT $371.04)
  • $371.04 P/E (TTM): 23.95X Cap: $2.76T
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• NVIDIA Corporation (NVDA $178.68)
  • $178.68 P/E (TTM): 35.84X Cap: $4.25T
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• Eli Lilly and Company (LLY $916.31)
  • $916.31 P/E (TTM): 39.68X Cap: $853.19B
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• Walmart Inc. (WMT $123.06)
  • $123.06 Cap: $973.03B
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• Tesla Inc. (TSLA $385.95)
  • $385.95 P/E (TTM): 352.64X Cap: $1.43T
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• CrowdStrike Holdings Inc. (CRWD $385.86)
  • $385.86 Cap: $99.66B
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• DoorDash Inc. (DASH $152.92)
  • $152.92 P/E (TTM): 75.11X Cap: $68.04B
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• Robinhood Markets Inc. (HOOD $72.54)
  • $72.54 P/E (TTM): 35.53X Cap: $62.19B
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• Howmet Aerospace Inc. (HWM $241.62)
  • $241.62 P/E (TTM): 63.62X Cap: $96.02B
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Q: What might be 10 stocks (trading on a usa exchange but not necessarily a US company) that you would suggest holding for all of 2026 as a portfolio. Thank you.

Jason

Upvote 22

Read Answer Asked by Jason on November 05, 2025

• Kratos Defense & Security Solutions Inc. (KTOS $79.98)
  • $79.98 P/E (TTM): 643.77X Cap: $14.51B
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Q: Please give your thoughts on earnings and future prospects.
Thanks.

Upvote 2

Read Answer Asked by Catherine on November 05, 2025

• Meta Platforms Inc. (META $594.89)
  • $594.89 P/E (TTM): 25.72X Cap: $1.49T
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• Axon Enterprise Inc. (AXON $460.15)
  • $460.15 P/E (TTM): 335.95X Cap: $36.70B
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Q: Hi Folks,
Looking to trim some GOOG and buying either META or AXON. May I have your opinion as to which one you recommend today.
Thanks

Upvote 8

Read Answer Asked by JOHN on November 05, 2025

• Axon Enterprise Inc. (AXON $460.15)
  • $460.15 P/E (TTM): 335.95X Cap: $36.70B
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Q: Please review and comment on axon earnings. Sales grow at 30+% (y/y), higher margin software sales grow at over 40%, yet margins fall, and a loss reported. Lots of r&d spend and stock based compensation help explain loss but falling margins on a sales mix that is skewed to more software sales baffles me.

Upvote 7

Read Answer Asked by Greg on November 05, 2025

• Arista Networks Inc. (ANET $135.01)
  • $135.01 P/E (TTM): 49.41X Cap: $164.35B
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Q: Hi, Could you please comment on ANET earnings. Thank you

Upvote 1

Read Answer Asked by francis on November 04, 2025

• Axon Enterprise Inc. (AXON $460.15)
  • $460.15 P/E (TTM): 335.95X Cap: $36.70B
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Q: Can you comment on AXON, please . Stock is down 20%, after hours, post earnings.

Should we Hold or Sell ?

Thank you

Upvote 7

Read Answer Asked by rajeev on November 04, 2025

• Valhi Inc. (VHI $14.00)
  • $14.00 Cap: $384M
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Q: How would you rate this company today in terms of growth over the next year?

thanks

Upvote 1

Read Answer Asked by satish on November 04, 2025

• TMX Group Limited (X $48.71)
  • $48.71 P/E (TTM): 32.91X Cap: $13.74B
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• KKR & Co. Inc. (KKR $88.91)
  • $88.91 P/E (TTM): 38.82X Cap: $81.05B
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• EQB Inc. (EQB $110.37)
  • $110.37 P/E (TTM): 18.49X Cap: $4.04B
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• Olympia Financial Group Inc. (OLY $119.00)
  • $119.00 P/E (TTM): 14.43X Cap: $281M
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• Toronto Dominion Bank (The) (TD $94.30)
  • $94.30 P/E (TTM): 10.28X Cap: $156.41B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.39)
  • $60.39 P/E (TTM): 29.17X Cap: $96.68B
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Q: I currently only own TD, X and EQB in my RRSP. I would like to sell EQB and thinking of buying BN. Is this a good replacement stock or is there a better financial stock you like at this time. Money not needed for 20 years.

Thanks

Upvote 5

Read Answer Asked on November 04, 2025

• Tetra Technologies Inc. (TTI $8.42)
  • $8.42 P/E (TTM): 408.5X Cap: $1.09B
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Q: Can I get your opinion on TTI going forward please

Upvote 1

Read Answer Asked by arnold on November 04, 2025

• Roku Inc. (ROKU $95.06)
  • $95.06 P/E (TTM): 174.66X Cap: $14.09B
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Q: Hello,
Could you comment on recent ROKU earnings?
Thank you

Upvote 1

Read Answer Asked by Stephane on November 04, 2025

• Amazon.com Inc. (AMZN $211.71)
  • $211.71 P/E (TTM): 29.31X Cap: $2.22T
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• Meta Platforms Inc. (META $594.89)
  • $594.89 P/E (TTM): 25.72X Cap: $1.49T
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• Alphabet Inc. (GOOG $289.59)
  • $289.59 P/E (TTM): 27.66X Cap: $3.51T
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• Microsoft Corporation (MSFT $371.04)
  • $371.04 P/E (TTM): 23.95X Cap: $2.76T
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Q: Hello folks,
I am interested in knowing your 1 year price target for GOOG, MSFT, AMZN and META.
I currently own all 4 stocks, and looking to add.
In your opinion which two would have have the higer probabilities of better returns over a 3-5 year time frame?
Secondly, is there any difference stock price appreciation buying them on the US market vs NEO? Any tax difference on what exchange you buy these stocks.
I understand I will be be using up more credits as there is more than one question asked here.
Thank you

Upvote 3

Read Answer Asked by Dick on November 04, 2025

• Philip Morris International Inc (PM $165.50)
  • $165.50 P/E (TTM): 22.48X Cap: $255.09B
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• Enbridge Inc. (ENB $75.29)
  • $75.29 P/E (TTM): 28.43X Cap: $163.47B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.78)
  • $43.78 Cap: $29.31B
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• North West Company Inc. (The) (NWC $54.11)
  • $54.11 P/E (TTM): 18.52X Cap: $2.57B
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• BMO Canadian Dividend ETF (ZDV $29.80)
  • $29.80 P/E (TTM): 0.72X Cap: $1.59B
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $36.46)
  • $36.46 P/E (TTM): 13.77X Cap: $3.49B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.32)
  • $43.32 P/E (TTM): 16.81X Cap: $1.12B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $66.89)
  • $66.89 P/E (TTM): 12.53X Cap: $6.64B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.57)
  • $101.57 Cap: $2.24B
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• British American Tobacco p.l.c. (BTI $58.45)
  • $58.45 P/E (TTM): 31.5X Cap: $125.48B
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Q: I want to start drawing some yield income from my TFSA.
What would be your top 5 etf or stocks?Good yield,Low to Moderate risk.
Thankyou

Upvote 6

Read Answer Asked by Steve on November 04, 2025

• Prologis Inc. (PLD $130.36)
  • $130.36 P/E (TTM): 36.6X Cap: $121.51B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.50)
  • $12.50 P/E (TTM): 33.7X Cap: $3.61B
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Q: Greetings 5i, your updated analysis please on PLD in terms of valuation, balance sheet strength and future growth. In your opinion would you add, hold or sell, assuming one wants exposure to the Industrial REIT sector? I also hold DIR.UN, have recently added to that position and intend to hold. Thank you.

Upvote 4

Read Answer Asked by Barbara on November 04, 2025

• Cloudflare Inc. Class A (NET $218.00)
  • $218.00 Cap: $75.02B
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Q: This enterprise has showed a magnificent run during this year. I would like to have your thoughts on its financial position and on the competition side. Ceteris paribus, can we think it could be particularly fragile in case of a breakdown of the technologic sector ?

Thank you very much in advance

Upvote 3

Read Answer Asked by Gabriel on November 04, 2025

• IREN Limited (IREN $41.43)
  • $41.43 P/E (TTM): 75.29X Cap: $13.66B
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Q: With IREN, I am holding a position size of 3.77% which now has a gain of 126%. Generally I like to keep winners running. Many people recommend taking gains along the way. Position size is OK for me, so there is no real need to trim. Is it a good idea to just keep holding without trimming? I also hold APLD, WULF and MARA within the same sector: all very modest position sizes.

Upvote 2

Read Answer Asked by Maureen on November 04, 2025

• O'Reilly Automotive Inc. (ORLY $91.16)
  • $91.16 P/E (TTM): 29.94X Cap: $73.77B
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Q: Orly has lost value in the last month. What is your opinion of the company today? Keep or sell in view of reinvesting in a more promising company?

Upvote 3

Read Answer Asked by jacques on November 04, 2025

• iShares Ethereum Trust ETF (ETHA $16.41)
  • $16.41 Cap: $6.72B
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• BitMine Immersion Technologies Inc. (BMNR $21.24)
  • $21.24 Cap: $9.46B
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Q: I am a bit confused with BMNR. I was under impression that this is a leveraged Etherium play, and expected the stock amplify the changes in Etherium price. However, when I look at the price changes for the past 2 months, as of today Nov 3, the ETHA is down 13% while BMNR is up 7% since September 1. Can you explain this anomaly please? Do I misunderstand the business model of BMNR?

Upvote 1

Read Answer Asked by Nikita on November 04, 2025