Investment Q&A

• Okta Inc. (OKTA $89.01)
  • $89.01 P/E (TTM): 106.47X Cap: $16.50B
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Q: Hi gang,
Would like to initiate 2-3%in okta your thought please. Would you be a buyer at this price? Or what price would you buy in. ?
Thanks. Alnoor

Upvote 2

Read Answer Asked by Alnoor on September 30, 2025

• Electronic Arts Inc. (EA $200.00)
  • $200.00 P/E (TTM): 50.0X Cap: $50.05B
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Q: what is the chance of a higher bid coming in?

Upvote 1

Read Answer Asked by lynn on September 29, 2025

• BlackSky Technology Inc. Class A (BKSY $28.71)
  • $28.71 Cap: $1.06B
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• Galaxy Digital Inc. (GLXY $41.45)
  • $41.45 Cap: $15.88B
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Q: Which of the two companies are you more bullish on? Mid - Long term hold in a tfsa.

A reason please. Thank you

Upvote 7

Read Answer Asked by Nick on September 29, 2025

• GE Vernova Inc. (GEV $616.11)
  • $616.11 P/E (TTM): 149.99X Cap: $172.66B
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Q: Thoughts on GEV ?
Is there a correlation with AI which will be more and more energy-intensive?Thank You

Upvote 3

Read Answer Asked by francis on September 29, 2025

• NextEra Energy Inc. (NEE $83.76)
  • $83.76 P/E (TTM): 29.38X Cap: $172.38B
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• Vistra Corp. (VST $205.00)
  • $205.00 P/E (TTM): 32.73X Cap: $71.15B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.81)
  • $52.81 Cap: $19.89B
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• Constellation Energy Corporation (CEG $376.87)
  • $376.87 P/E (TTM): 38.73X Cap: $119.72B
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• Solaris Energy Infrastructure Inc. Class A (SEI $46.75)
  • $46.75 P/E (TTM): 325.74X Cap: $3.01B
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Q: So if the USA is going to need 5 times the electricty that it is now generating in the near future, what stocks in order would you invest in now. Thanks Again

Upvote 9

Read Answer Asked by eugene on September 29, 2025

• Genuine Parts Company (GPC $130.93)
  • $130.93 P/E (TTM): 23.01X Cap: $18.29B
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• Roper Technologies Inc. (ROP $508.23)
  • $508.23 P/E (TTM): 36.52X Cap: $55.75B
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• S&P Global Inc. (SPGI $488.00)
  • $488.00 P/E (TTM): 37.11X Cap: $148.86B
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• Otis Worldwide Corporation When Issued (OTIS $44.00)
  • $44.00 P/E (TTM): 24.08X Cap: $17.26B
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Q: Good morning everyone!! I an looking to invest in some solid non Ai companies with reasonable growth with maybe a small dividend and these four came to mind. What are your thoughts on these companies and do you have any other suggestions.
Cheers,
Tamara

Upvote 1

Read Answer Asked by Tamara on September 29, 2025

• ASML Holding N.V. (ASML $945.96)
  • $945.96 P/E (TTM): 43.76X Cap: $385.63B
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Q: May I have your thoughts on this stock. It has been moving up steadily.
Are there others that you would prefer?
Thanks.

Upvote 5

Read Answer Asked by Catherine on September 29, 2025

• Klarna Group plc (KLAR)
  • Cap: $29.25B
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Q: Is KLAR going after Visa and Mastercard's market.? Are they different? What do you think of them.

Upvote 2

Read Answer Asked by George on September 29, 2025

• InterDigital Inc. (IDCC $343.00)
  • $343.00 P/E (TTM): 24.92X Cap: $9.04B
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Q: It’s been a while since a question has been asked, I wonder how you feel about this company today. It seems to be doing well

Upvote 2

Read Answer Asked by Leon on September 29, 2025

• Medtronic plc. (MDT $95.99)
  • $95.99 P/E (TTM): 27.04X Cap: $123.77B
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Q: Hi there,

MDT seems to be moving up after a long time. Given their financials now and in the future, along with any other considerations, do you think the stock price will continue its rise? Is it undervalued at this point given forecasts for next 12-24 months?

Thanks.








,

Upvote 2

Read Answer Asked by Robert on September 29, 2025

• Alphabet Inc. (GOOG $238.56)
  • $238.56 P/E (TTM): 26.17X Cap: $2.92T
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• Crocs Inc. (CROX $77.76)
  • $77.76 P/E (TTM): 21.74X Cap: $4.38B
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• Parsons Corporation (PSN $86.89)
  • $86.89 P/E (TTM): 40.06X Cap: $9.33B
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• Celsius Holdings Inc. (CELH $62.10)
  • $62.10 P/E (TTM): 190.64X Cap: $16.57B
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• Genius Sports Limited (GENI $11.78)
  • $11.78 Cap: $2.88B
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• Cellebrite DI Ltd. (CLBT $19.19)
  • $19.19 Cap: $4.56B
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• BlackSky Technology Inc. Class A (BKSY $28.71)
  • $28.71 Cap: $1.06B
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• Sportradar Group AG (SRAD $24.56)
  • $24.56 Cap: $7.57B
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• Nebius Group N.V. (NBIS $134.91)
  • $134.91 Cap: $31.58B
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• TSS Inc. (TSSI $19.28)
  • $19.28 P/E (TTM): 76.48X Cap: $517M
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Q: Hello Team,

Looking at adding some funds to US stocks I already own, are you able to rank these in order from 1 to 10 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!

Upvote 16

Read Answer Asked by Kevin on September 29, 2025

• Home Depot Inc. (The) (HD $376.31)
  • $376.31 P/E (TTM): 26.09X Cap: $375.94B
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• Stryker Corporation (SYK $367.75)
  • $367.75 P/E (TTM): 49.71X Cap: $141.53B
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Q: Hi! Would you buy HD and SYK today? What do you think their growth prospects are over the next 5 years? Thanks so much.

Upvote 2

Read Answer Asked by Judith on September 29, 2025

• Applied Materials Inc. (AMAT $214.78)
  • $214.78 P/E (TTM): 25.92X Cap: $175.50B
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• Morgan Stanley (MS $153.62)
  • $153.62 P/E (TTM): 17.61X Cap: $249.45B
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• Thermo Fisher Scientific Inc (TMO $529.31)
  • $529.31 P/E (TTM): 31.01X Cap: $201.90B
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• Fortinet Inc. (FTNT $83.52)
  • $83.52 P/E (TTM): 34.45X Cap: $66.04B
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• Crocs Inc. (CROX $77.76)
  • $77.76 P/E (TTM): 21.74X Cap: $4.38B
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Q: I have the above listed US Stocks in my portfolio. Please rate each one as Buy, Hold or Sell, and the reasons for your rating.

Upvote 2

Read Answer Asked by ALNOOR on September 29, 2025

• Fiserv Inc. (FI $123.75)
  • $123.75 P/E (TTM): 21.16X Cap: $68.47B
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Q: May I have you opinion of the future of Fiserv given the pending lawsuit, price decline recently and its sector of the economy?
With appreciation,
Ed

Upvote 4

Read Answer Asked by Ed on September 26, 2025

• Global X Defence Tech Index ETF (SHLD $27.71)
  • $27.71 P/E (TTM): 40.83X Cap: $146M
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• Howmet Aerospace Inc. (HWM $186.88)
  • $186.88 P/E (TTM): 56.2X Cap: $77.18B
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Q: I'm thinking of selling my SHLD ETF for a more concentrated defence/areospace tilt and buying either RYCEY (Rolls Royce) or HWM? the beta of HWM concerns me though?

What do you advise? I already own GE.

Upvote 3

Read Answer Asked by Graeme on September 26, 2025

• Amer Sports Inc. (AS $31.87)
  • $31.87 Cap: $19.12B
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Q: Hi 5i
Any thoughts on Amer Sports? They own the very successful Arcteryx clothing line as well as many other sports related businesses. At about $35, was $42 not long ago. Chip Wilson recently sold $160 million but still has 18% through his holding company. He appears to be raising cash (any idea for what?). The stock has tripled since IPO about 2 years ago. Your thoughts? How would it compare to another of your great calls, Aritzia?
Thanks, Greg

Upvote 1

Read Answer Asked by Greg on September 26, 2025

• Freeport-McMoRan Inc. (FCX $41.50)
  • $41.50 P/E (TTM): 32.22X Cap: $62.18B
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Q: Thoughts on whether FCX is a buy, sell, or hold. Bought years ago for very low cost and am happy to hold. Can they recover from current issues or is it better to move on? If you suggest moving on, what do you recommend as an alternative? Thank you!

Upvote 1

Read Answer Asked by Neil on September 26, 2025

• Amgen Inc. (AMGN $293.70)
  • $293.70 P/E (TTM): 24.07X Cap: $159.04B
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• Intuitive Surgical Inc. (ISRG $435.26)
  • $435.26 P/E (TTM): 62.41X Cap: $159.07B
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• AbbVie Inc. (ABBV $232.64)
  • $232.64 P/E (TTM): 110.64X Cap: $407.52B
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• Eli Lilly and Company (LLY $842.79)
  • $842.79 P/E (TTM): 55.28X Cap: $809.55B
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Q: Could I have three US Healthcare names you recommend today please.
Many thanks!

Upvote 3

Read Answer Asked by Issaku on September 26, 2025

• Alphabet Inc. (GOOG $238.56)
  • $238.56 P/E (TTM): 26.17X Cap: $2.92T
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• United Rentals Inc. (URI $968.94)
  • $968.94 P/E (TTM): 25.75X Cap: $63.08B
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• Axon Enterprise Inc. (AXON $718.23)
  • $718.23 P/E (TTM): 179.87X Cap: $57.62B
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• Medpace Holdings Inc. (MEDP $500.20)
  • $500.20 P/E (TTM): 39.48X Cap: $14.57B
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• Oklo Inc. Class A (OKLO $151.96)
  • $151.96 Cap: $20.38B
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• Nebius Group N.V. (NBIS $134.91)
  • $134.91 Cap: $31.58B
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Q: Oklo has been an excellent stock for me with huge gains. I have taken profits along the way. Looks like a possible correction started. Would it be a good time to move onto something else. If so, could you give me three or four stocks to consider

Upvote 8

Read Answer Asked by Bruce on September 25, 2025

• IREN Limited (IREN $64.29)
  • $64.29 Cap: $17.36B
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Q: Is this buyable at these level? Market cap at about 11B and they are growing capacity. Can this continue to do well?

Upvote 8

Read Answer Asked by Sal on September 25, 2025