Investment Q&A

• Palo Alto Networks Inc. (PANW $215.60)
  • $215.60 P/E (TTM): 114.85X Cap: $175.92B
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• Check Point Software Technologies Ltd. (CHKP $116.34)
  • $116.34 Cap: $12.18B
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• Zscaler Inc. (ZS $146.17)
  • $146.17 Cap: $23.50B
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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 $240.83)
  • $240.83 P/E (TTM): 14.75X Cap: $97.34B
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• Accenture plc Class A (Ireland) (ACN $169.77)
  • $169.77 P/E (TTM): 14.78X Cap: $112.92B
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• Nike Inc. (NKE $42.35)
  • $42.35 P/E (TTM): 28.07X Cap: $62.71B
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• Thermo Fisher Scientific Inc (TMO $459.30)
  • $459.30 P/E (TTM): 26.21X Cap: $170.68B
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• TELUS Corporation (T $17.22)
  • $17.22 P/E (TTM): 23.86X Cap: $26.36B
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• IDEXX Laboratories Inc. (IDXX $533.92)
  • $533.92 P/E (TTM): 42.82X Cap: $41.96B
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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 $294.80)
  • $294.80 P/E (TTM): 37.13X Cap: $4.32T
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• NVIDIA Corporation (NVDA $220.78)
  • $220.78 P/E (TTM): 43.92X Cap: $5.36T
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• Axon Enterprise Inc. (AXON $393.66)
  • $393.66 P/E (TTM): 267.25X Cap: $31.72B
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• CrowdStrike Holdings Inc. (CRWD $546.18)
  • $546.18 Cap: $138.02B
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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 $3.88)
  • $3.88 Cap: $750M
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• Oscar Health Inc. Class A (OSCR $23.73)
  • $23.73 Cap: $7.15B
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• IREN Limited (IREN $56.56)
  • $56.56 P/E (TTM): 109.29X Cap: $20.21B
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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 $765.81)
  • $765.81 P/E (TTM): 114.91X Cap: $114.91B
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• WSP Global Inc. (WSP $207.57)
  • $207.57 P/E (TTM): 28.36X Cap: $27.98B
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• Stantec Inc. (STN $114.25)
  • $114.25 P/E (TTM): 28.4X Cap: $13.03B
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• AECOM (ACM $69.95)
  • $69.95 P/E (TTM): 27.23X Cap: $10.84B
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• iShares Global Infrastructure ETF (IGF $67.37)
  • $67.37 P/E (TTM): 4.08X Cap: $10.65B
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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 $383.82)
  • $383.82 P/E (TTM): 36.73X Cap: $4.70T
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• NVIDIA Corporation (NVDA $220.78)
  • $220.78 P/E (TTM): 43.92X Cap: $5.36T
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Q: NVDA down 5% more this morning. From 212$ 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 $11.32)
  • $11.32 Cap: $353M
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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 $2.85)
  • $2.85 P/E (TTM): 4.35X Cap: $268M
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• ONEOK Inc. (OKE $88.43)
  • $88.43 P/E (TTM): 15.71X Cap: $55.71B
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• Suncor Energy Inc. (SU $91.15)
  • $91.15 P/E (TTM): 18.02X Cap: $108.18B
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• Canadian Natural Resources Limited (CNQ $64.27)
  • $64.27 P/E (TTM): 11.78X Cap: $134.06B
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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 $603.00)
  • $603.00 P/E (TTM): 25.49X Cap: $1.53T
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• Alphabet Inc. (GOOG $383.82)
  • $383.82 P/E (TTM): 36.73X Cap: $4.70T
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• NVIDIA Corporation (NVDA $220.78)
  • $220.78 P/E (TTM): 43.92X Cap: $5.36T
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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

• Quanta Services Inc. (PWR $765.81)
  • $765.81 P/E (TTM): 114.91X Cap: $114.91B
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• AECOM (ACM $69.95)
  • $69.95 P/E (TTM): 27.23X Cap: $10.84B
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• iShares Global Infrastructure ETF (IGF $67.37)
  • $67.37 P/E (TTM): 4.08X Cap: $10.65B
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Q: What are your favorite stocks in the infrastructure space,one each in Canada and the U.S. and also is there an etf in this area that you like?
Thank you

Upvote 6

Read Answer Asked by John on November 25, 2025

• Honeywell International Inc. (HON $218.54)
  • $218.54 P/E (TTM): 29.77X Cap: $138.47B
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• Solstice Advanced Materials Inc. (SOLS $87.32)
  • $87.32 Cap: $13.86B
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Q: Hello,

Now that Honeywell has spun out SOLS, is the spin off worth keeping?

Thanks.

Upvote 2

Read Answer Asked by Sarj on November 25, 2025

• ASP Isotopes Inc. (ASPI $5.97)
  • $5.97 Cap: $751M
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Q: What are your thoughts on ASP Isotope’s latest quarter? The share price has taken a hit and is back at early 2025 levels. Do you think it has potential as a speculative small cap?

Upvote 2

Read Answer Asked by Gregory on November 25, 2025

• Surgery Partners Inc. (SGRY $13.97)
  • $13.97 Cap: $1.88B
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Q: Have been following this interesting stock for a while now and would love a breakdown of it's merits and outlook and would you recommend a small position?

Upvote 1

Read Answer Asked by Gary on November 25, 2025

• Uber Technologies Inc. (UBER $76.36)
  • $76.36 P/E (TTM): 15.95X Cap: $155.01B
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Q: Uber has had a pretty significant decline in the last short while. Do you see any news to explain this or any idea what has caused this? Thanks for your excellent service.

Upvote 2

Read Answer Asked by Leonard on November 25, 2025

• WSP Global Inc. (WSP $207.57)
  • $207.57 P/E (TTM): 28.36X Cap: $27.98B
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• Thomson Reuters Corporation (TRI $119.60)
  • $119.60 P/E (TTM): 26.48X Cap: $52.16B
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• Zedcor Inc. (ZDC $5.98)
  • $5.98 P/E (TTM): 303.5X Cap: $650M
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• Axon Enterprise Inc. (AXON $393.66)
  • $393.66 P/E (TTM): 267.25X Cap: $31.72B
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• CECO Environmental Corp. (CECO $80.45)
  • $80.45 P/E (TTM): 59.93X Cap: $2.88B
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• EnerSys (ENS $232.64)
  • $232.64 P/E (TTM): 28.48X Cap: $8.57B
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• Vertiv Holdings LLC Class A (VRT $367.13)
  • $367.13 P/E (TTM): 99.7X Cap: $141.32B
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• Tantalus Systems Holding Inc. (GRID $5.97)
  • $5.97 Cap: $334M
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Q: Could you please rank the above industrial stocks in order for purchase now? I currently hold some and looking to add 1 or 2 more. Thank you

Upvote 16

Read Answer Asked by Neil on November 25, 2025

• Amazon.com Inc. (AMZN $265.82)
  • $265.82 P/E (TTM): 38.03X Cap: $2.85T
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Q: Hello fantastic team,
Could I have your thoughts on Amazon please. I am thinking adding ...
Many thanks

Upvote 8

Read Answer Asked by Issaku on November 25, 2025

• PayPal Holdings Inc. (PYPL $45.44)
  • $45.44 P/E (TTM): 8.33X Cap: $40.08B
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Q: What do you not like about PYPL?
Would YOU buy it considering low PE ratio and future growth prospects?

Upvote 2

Read Answer Asked by Jabs on November 24, 2025

• Sharplink Inc. (SBET $7.17)
  • $7.17 Cap: $1.41B
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• BitMine Immersion Technologies Inc. (BMNR $21.67)
  • $21.67 Cap: $13.11B
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Q: Hello,
Can you comment on earnings from Sharplink and Bitmine Immersion please? Also, can you explain , how BitMine revenue of $6.1 M can generate Net Income of $348 M, "Bitmine Immersion Technologies reported full-year results with revenue rising to US$6.1 million and net income jumping to US$348.58 million, a sharp reversal from a net loss the previous year, and also announced appointments of a new CEO, Chi Tsang, and three new independent directors to its Board." Thanks very much.

Upvote 1

Read Answer Asked by umedali on November 24, 2025

• Skyward Specialty Insurance Group Inc. (SKWD $45.37)
  • $45.37 P/E (TTM): 11.47X Cap: $1.95B
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Q: SKWD has been treading water for a while now. What do you think of their prospects moving forward?

Upvote 1

Read Answer Asked by Andrew on November 24, 2025

• Nebius Group N.V. (NBIS $179.11)
  • $179.11 Cap: $47.25B
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• CoreWeave Inc. (CRWV $107.75)
  • $107.75 Cap: $62.57B
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Q: corweave and nebius both got hammered in november, i know you had nebius as a top pick when you were on bnn.it went straight up then straight doen.
which do you prefer now and why.would you buy both or stay away. dave

Upvote 9

Read Answer Asked by david on November 24, 2025