Investment Q&A

• Colgate-Palmolive Company (CL $87.55)
  • $87.55 P/E (TTM): 33.22X Cap: $70.05B
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• Teradyne Inc. (TER $359.77)
  • $359.77 P/E (TTM): 102.05X Cap: $56.31B
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• SoFi Technologies Inc. (SOFI $15.75)
  • $15.75 P/E (TTM): 42.11X Cap: $20.20B
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• Cellebrite DI Ltd. (CLBT $13.62)
  • $13.62 Cap: $3.39B
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• Nebius Group N.V. (NBIS $177.05)
  • $177.05 Cap: $44.95B
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• Robinhood CDR (CAD Hedged) (HOOD $12.70)
  • $12.70 P/E (TTM): 37.21X Cap: $95.02B
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Q: Purchase ranking today, 3-5 year hold.

Upvote 5

Read Answer Asked by Chris on May 01, 2026

• QUALCOMM Incorporated (QCOM $219.09)
  • $219.09 P/E (TTM): 40.84X Cap: $230.92B
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Q: Greetings 5i, if you held Qualcomm today, would you continue to hold or sell? If selling, what would you replace it with (does not have to be same sector)? Why? Thank you.

Upvote 4

Read Answer Asked by Barbara on May 01, 2026

• McDonald's Corporation (MCD $275.75)
  • $275.75 P/E (TTM): 23.74X Cap: $195.92B
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• PepsiCo Inc. (PEP $154.62)
  • $154.62 P/E (TTM): 24.54X Cap: $211.32B
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• Visa Inc. (V $318.79)
  • $318.79 P/E (TTM): 30.17X Cap: $603.93B
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• State Street SPDR S&P 500 ETF Trust (SPY $737.62)
  • $737.62 P/E (TTM): 25.73X Cap: $757.85B
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Q: I own mcdonalds,pepsi and visa and notice that over the 3 and 5yr period that they have been outperformed by the SPY etf.Would you sell the three stocks and simplify by replacing them with SPY?

Upvote 6

Read Answer Asked by John on May 01, 2026

• Robinhood Markets Inc. (HOOD $77.03)
  • $77.03 P/E (TTM): 37.39X Cap: $69.36B
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Q: What's your opinion on taking a capital loss on Hood (non-reg account), with an eye to perhaps rebuying (or not) in one month? Back around its Feb-March lows, coming off a badly-received quarter, does it seem likely it will reverse its negative momentum in the short term? Thanks.

Upvote 1

Read Answer Asked by Martin on May 01, 2026

• Intel Corporation (INTC $124.92)
  • $124.92 Cap: $627.84B
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• NVIDIA Corporation (NVDA $215.20)
  • $215.20 P/E (TTM): 43.16X Cap: $5.22T
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• Tesla Inc. (TSLA $428.35)
  • $428.35 P/E (TTM): 377.79X Cap: $1.60T
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Q: Intel is up 120% in a month, What has happened at the company? and would you be a buyer and at what price?

Thx

Upvote 5

Read Answer Asked by blake on May 01, 2026

• USA Rare Earth Inc. (USAR $26.96)
  • $26.96 Cap: $6.23B
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Q: I see there has not been any question yet on USAR. What do you think about the growth prospects of this company? Do you see it as a good investment?

Thanks
Jocelyne

Upvote 1

Read Answer Asked by Jocelyne on May 01, 2026

• Microsoft CDR (CAD Hedged) (MSFT $29.26)
  • $29.26 P/E (TTM): 30.85X Cap: $4.26T
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Q: 5i comments on the Q results were positive.
Do i take it as an endorsement on accumulation strategy on down days like today?
I only have 1% position and would like to increase it. if it was a 5i portfolio what would be your desired target position of MSFT?

Upvote 6

Read Answer Asked by JR on May 01, 2026

• Amazon.com Inc. (AMZN $272.68)
  • $272.68 P/E (TTM): 37.82X Cap: $2.93T
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Q: Please comment on Amzon's lastest Q and the muted response today(initially hit 1year H ,then into negative terriority then rallied towards the end to close at $265.06+2.02).Add,Hold or Sell. Txs for u usual great services & views

Upvote 6

Read Answer Asked by Peter on May 01, 2026

• Microsoft Corporation (MSFT $415.12)
  • $415.12 P/E (TTM): 26.31X Cap: $3.08T
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Q: HI, your comments on MSFT's recent quarterly financial results and guidance . Thanks

Upvote 10

Read Answer Asked by Sriram on April 30, 2026

• Coinbase Global Inc (COIN $201.16)
  • $201.16 P/E (TTM): 43.36X Cap: $52.98B
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• ISHARES BITCOIN TR (IBIT $45.45)
  • $45.45 Cap: $64.97B
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Q: When do we get back in to digital currency? Seems to have bottomed out and gaining some traction again.

Upvote 7

Read Answer Asked by Cameron on April 30, 2026

• EMCOR Group Inc. (EME $921.64)
  • $921.64 P/E (TTM): 32.74X Cap: $41.47B
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Q: Your thoughts on Emcor's recent quarter and the company overall going forward. Thanks.
Robert

Upvote 2

Read Answer Asked by Robert on April 30, 2026

• Lumentum Holdings Inc. (LITE $903.80)
  • $903.80 P/E (TTM): 262.52X Cap: $70.31B
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• STMicroelectronics N.V. (STM $59.17)
  • $59.17 P/E (TTM): 310.56X Cap: $52.58B
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• Arista Networks Inc. (ANET $141.77)
  • $141.77 P/E (TTM): 51.55X Cap: $178.51B
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• Coherent Corp. (COHR $335.26)
  • $335.26 P/E (TTM): 309.89X Cap: $65.59B
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• Fabrinet (FN $621.28)
  • $621.28 P/E (TTM): 59.97X Cap: $22.26B
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• Credo Technology Group Holding Ltd (CRDO $188.51)
  • $188.51 P/E (TTM): 103.46X Cap: $34.76B
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Q: Thoughts on the fibre optic industry in general as it relates to data transfer. Thoughts in general?Is the pull back a good time to invest in it? Specifically these companies. COHR, ANET, CRDO, FN, LITE and STM.
Thanks

Upvote 3

Read Answer Asked by Dale on April 30, 2026

• GE HealthCare Technologies Inc. (GEHC $63.47)
  • $63.47 P/E (TTM): 13.48X Cap: $28.87B
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Q: Can I request your comments on earnings?
Also, your opinion on buying for long term 3-5 years ?

Upvote 2

Read Answer Asked by Jabs on April 30, 2026

• JPMorgan Chase & Co. (JPM $302.10)
  • $302.10 P/E (TTM): 15.31X Cap: $809.48B
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• Prudential Financial Inc. (PRU $100.81)
  • $100.81 P/E (TTM): 9.95X Cap: $34.98B
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• Sun Life Financial Inc. (SLF $95.85)
  • $95.85 P/E (TTM): 15.41X Cap: $53.10B
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• Intact Financial Corporation (IFC $255.00)
  • $255.00 P/E (TTM): 13.65X Cap: $45.55B
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• EQB Inc. (EQB $120.99)
  • $120.99 P/E (TTM): 20.34X Cap: $4.43B
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• Robinhood Markets Inc. (HOOD $77.03)
  • $77.03 P/E (TTM): 37.39X Cap: $69.36B
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Q: Can I please get your thoughts on Robinhood's latest quarter? Would you buy, hold, sell here? Couple of other suggestions for Financials if not a buy?
Thank you

Upvote 6

Read Answer Asked by Neil on April 30, 2026

• SoFi Technologies Inc. (SOFI $15.75)
  • $15.75 P/E (TTM): 42.11X Cap: $20.20B
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Q: Can you comment on Sofi's earnings and weather you think it's a buy, hold or sell. I have 400 shares ACB $13.52 it's only 4% of my total portfolio but thinking of buying the dip - based off past comments, seems like you prefer HOOD, can you explain why?

Upvote 1

Read Answer Asked by Danielle on April 30, 2026

• JPMorgan Chase & Co. (JPM $302.10)
  • $302.10 P/E (TTM): 15.31X Cap: $809.48B
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• SoFi Technologies Inc. (SOFI $15.75)
  • $15.75 P/E (TTM): 42.11X Cap: $20.20B
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Q: SOFI Please provide your assessment of reported quarter. Any idea why it got crushed, market climate? Do you like it and its potential 3-5 yrs forward looking?

Upvote 3

Read Answer Asked by Chris on April 30, 2026

• Defiance R2000 Weekly Distribution ETF (IWMY $19.74)
  • $19.74 Cap: $100M
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Q: I owned IWMY and sold for tax loss in December, and am considering buying it back. I'm curious why when I look at the chart on IWMY's 5i profile, it shows that a year ago the price was $15,54, so an increase in value to today's price, but when I look at the same position on my RBC DI site, I see 23.74 as the price a year ago, decreasing to today's price. It's a considerably different picture. Thanks!

Upvote 1

Read Answer Asked by Kim on April 29, 2026

• Alphabet Inc. (GOOG $397.05)
  • $397.05 P/E (TTM): 36.57X Cap: $4.82T
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Q: What exactly is happening in the world of microprocessors, which experienced a sharp drop yesterday? How exactly are the recent events at OpenAI impacting the microprocessor market? What should we be concerned about in this area in the short and medium term? Your clear explanation would be greatly appreciated.

Thank you in advance

Upvote 5

Read Answer Asked by Gabriel on April 29, 2026

• Nebius Group N.V. (NBIS $177.05)
  • $177.05 Cap: $44.95B
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Q: Would you consider NBIS a good buy given the current dip or wait for it to settle out?

Upvote 4

Read Answer Asked by Nancy on April 29, 2026

• Becton Dickinson and Company (BDX $149.43)
  • $149.43 P/E (TTM): 25.04X Cap: $41.17B
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• Stryker Corporation (SYK $285.47)
  • $285.47 P/E (TTM): 34.94X Cap: $109.33B
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• Waters Corporation (WAT $355.13)
  • $355.13 P/E (TTM): 32.57X Cap: $34.86B
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• Zoetis Inc. Class A (ZTS $82.83)
  • $82.83 P/E (TTM): 14.5X Cap: $34.72B
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• Pfizer CDR (CAD Hedged) (PFE $11.51)
  • $11.51 P/E (TTM): 19.47X Cap: $205.71B
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• Merck CDR (CAD Hedged) (MRK $25.15)
  • $25.15 P/E (TTM): 15.43X Cap: $380.19B
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Q: As portfolios should be diversified, the following names are owned, yet are not doing well, except SYK/MRK. Are any of these outright sells or just not the flavour of the day?Thank you for your excellent advice!

Upvote 2

Read Answer Asked by Neil on April 29, 2026