Investment Q&A

• Alphabet Inc. (GOOG $288.47)
  • $288.47 P/E (TTM): 27.66X Cap: $3.51T
  • View GOOG Profile
  • View Questions on GOOG
• Palo Alto Networks Inc. (PANW $153.64)
  • $153.64 P/E (TTM): 90.64X Cap: $128.28B
  • View PANW Profile
  • View Questions on PANW
• CrowdStrike Holdings Inc. (CRWD $384.78)
  • $384.78 Cap: $99.66B
  • View CRWD Profile
  • View Questions on CRWD

Q: Hi, could you please report and comment on CRWD earnings, forcasts and post market reaction ? thank you.

Upvote 4

Read Answer Asked by Luc on August 28, 2025

• Weatherford International plc (WFRD $96.76)
  • $96.76 P/E (TTM): 15.44X Cap: $6.68B
  • View WFRD Profile
  • View Questions on WFRD

Q: Hello 5i
Could I have your assessment of Weatherford International?
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on August 28, 2025

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.19)
  • $15.19 P/E (TTM): 83.22X Cap: $1.45B
  • View GOOS Profile
  • View Questions on GOOS

Q: hi 5i
Current holder of goose and see this morning it is up on rumours it may be taken private...any validity to these rumours as far as you know....and in your opinion what would you expect a take out price to be?
thx

Upvote 3

Read Answer Asked by jim on August 27, 2025

• Pagaya Technologies Ltd. (PGY $11.48)
  • $11.48 P/E (TTM): 12.06X Cap: $878M
  • View PGY Profile
  • View Questions on PGY

Q: Hi 5i,

What are your thoughts on this company, its future prospects, business model and valuation.

Thank you!

Upvote 4

Read Answer Asked by James on August 27, 2025

• Nebius Group N.V. (NBIS $115.05)
  • $115.05 Cap: $27.36B
  • View NBIS Profile
  • View Questions on NBIS

Q: Quite a “Bullish” article on NBIS by Benzinga. Not sure if I believe it all however I’m definitely holding. Thank you very much for bringing this company to our (5i’s members) attention.
https://www.benzinga.com/markets/tech/25/08/47307261/nebius-just-made-its-stock-a-limited-edition-ai-upside-fewer-shares
Regards,
Jim

Upvote 9

Read Answer Asked by James on August 27, 2025

• Nebius Group N.V. (NBIS $115.05)
  • $115.05 Cap: $27.36B
  • View NBIS Profile
  • View Questions on NBIS

Q: Around what price would you recommend taking a starter position in NBIS? I read yesterday that they are cancelling 40 million shares and are authorizing a 20% buyback on class A shares, yet not much movement today in price action. Further, are there any options strategies you would recommend for these growth-oriented companies?

Upvote 4

Read Answer Asked by Connor on August 27, 2025

• Skyworks Solutions Inc. (SWKS $56.42)
  • $56.42 P/E (TTM): 20.96X Cap: $8.32B
  • View SWKS Profile
  • View Questions on SWKS
• Texas Instruments Incorporated (TXN $197.01)
  • $197.01 P/E (TTM): 34.55X Cap: $177.20B
  • View TXN Profile
  • View Questions on TXN
• Monolithic Power Systems Inc. (MPWR $1,119.00)
  • $1,119.00 P/E (TTM): 83.76X Cap: $54.10B
  • View MPWR Profile
  • View Questions on MPWR
• Lattice Semiconductor Corporation (LSCC $100.68)
  • $100.68 P/E (TTM): 3077.0X Cap: $13.47B
  • View LSCC Profile
  • View Questions on LSCC
• Semtech Corporation (SMTC $79.07)
  • $79.07 Cap: $7.24B
  • View SMTC Profile
  • View Questions on SMTC

Q: SMTC Can you please comment on their recent quarter and update your thoughts since your last comments.

Which other semi conductor companies do they compete with, and how does it compare against them?

Upvote 3

Read Answer Asked by Adam on August 27, 2025

• Catalyst Pharmaceuticals Inc. (CPRX $23.62)
  • $23.62 P/E (TTM): 13.8X Cap: $2.81B
  • View CPRX Profile
  • View Questions on CPRX

Q: Are there any news or downgrades for CPRX? It's down 3.5% on the up day. Do you still like/recommend this stock for healthcare holdings?

Upvote 4

Read Answer Asked by Anit on August 26, 2025

• AbbVie Inc. (ABBV $206.45)
  • $206.45 P/E (TTM): 86.83X Cap: $362.95B
  • View ABBV Profile
  • View Questions on ABBV
• Cybin Inc Com (CX $0.14)
  • View CX Profile
  • View Questions on CX
• COMPASS Pathways Plc (CMPS $5.66)
  • $5.66 Cap: $501M
  • View CMPS Profile
  • View Questions on CMPS
• Definium Therapeutics Inc Com (MNMD)
  • Cap: $1.47B
  • View MNMD Profile
  • View Questions on MNMD

Q: What is your opinion of ABBV buying an experimental drug derived in the psychedelic space from private company Gilgamesh for 1.2B?. Do you think with some of these psychedelic companies now getting phase 2 and phase 3 trials wrapped up on their potential drug offerings that the psychedelic market might get some legs in the near future as the big pharma companies look for the next big thing. ? With these being very spec who would be you picks in the space for fun money?

Upvote 1

Read Answer Asked by Kolbi on August 26, 2025

• Amazon.com Inc. (AMZN $211.54)
  • $211.54 P/E (TTM): 29.31X Cap: $2.22T
  • View AMZN Profile
  • View Questions on AMZN
• Uber Technologies Inc. (UBER $73.30)
  • $73.30 P/E (TTM): 15.88X Cap: $147.78B
  • View UBER Profile
  • View Questions on UBER
• Maplebear Inc. (CART $36.28)
  • $36.28 P/E (TTM): 24.44X Cap: $9.17B
  • View CART Profile
  • View Questions on CART

Q: What is going on with CART? Is the selloff warranted, or is it oversold due to fears of Amazon taking market share?

Upvote 2

Read Answer Asked by Mark on August 26, 2025

• IREN Limited (IREN $41.33)
  • $41.33 P/E (TTM): 75.29X Cap: $13.66B
  • View IREN Profile
  • View Questions on IREN

Q: Hello,

What are your thoughts on IREN, its valuation, business model and future prospects?

Would you have any names in the same space that you prefer?

Thank you!

Upvote 3

Read Answer Asked by James on August 26, 2025

• McKesson Corporation (MCK $878.69)
  • $878.69 P/E (TTM): 25.3X Cap: $108.02B
  • View MCK Profile
  • View Questions on MCK

Q: Hello everyone,

Mckesson (MCK) has recently pulled back and just upped it's dividend. I wanted your thoughts on the name and whether it's a good time to buy, in light of the challenges in the sector from Trump's health care reform focus.

Thanks again.

Peter

Upvote 2

Read Answer Asked by Peter on August 26, 2025

• VanEck Vectors Gaming ETF (BJK $35.16)
  • $35.16 P/E (TTM): 19.97X Cap: $17M
  • View BJK Profile
  • View Questions on BJK
• Genius Sports Limited (GENI $4.59)
  • $4.59 Cap: $1.16B
  • View GENI Profile
  • View Questions on GENI
• Roundhill Sports Betting & iGaming ETF (BETZ $18.10)
  • $18.10 P/E (TTM): 36.85X Cap: $50M
  • View BETZ Profile
  • View Questions on BETZ
• Flutter Entertainment Plc (FLUT $103.25)
  • $103.25 Cap: $19.27B
  • View FLUT Profile
  • View Questions on FLUT

Q: What 2 Sports gaming companies and 2 ETF's do you recommend?

Upvote 4

Read Answer Asked by Terry on August 26, 2025

• Circle Internet Group Inc. Class A (CRCL $102.78)
  • $102.78 Cap: $24.97B
  • View CRCL Profile
  • View Questions on CRCL

Q: Hi 5i Team - Do you think Circle could become one of the main players in the Stable Coin space. Also are there others that look promising.
Thanks.

Upvote 1

Read Answer Asked by Rob on August 26, 2025

• NEOS Nasdaq 100 High Income ETF (QQQI $50.57)
  • $50.57 P/E (TTM): 32.59X Cap: $9.29B
  • View QQQI Profile
  • View Questions on QQQI
• NEOS S&P 500 High Income ETF (SPYI $49.82)
  • $49.82 P/E (TTM): 25.57X Cap: $8.11B
  • View SPYI Profile
  • View Questions on SPYI
• Simplify High Yield ETF (CDX $21.58)
  • $21.58 P/E (TTM): 1.69X Cap: $470M
  • View CDX Profile
  • View Questions on CDX

Q: I have a question about 111528 For our RIF/LIF accounts I am moving into more income ETFs and now hold CDX, SPYI, and QQQI. Could you give your assessment of each for income over long term. Are there better alternatives?
Thanks for all you do.

Upvote 4

Read Answer Asked by Gary on August 26, 2025

• AbbVie Inc. (ABBV $206.45)
  • $206.45 P/E (TTM): 86.83X Cap: $362.95B
  • View ABBV Profile
  • View Questions on ABBV

Q: Hi there,

ABBV has been on a decent run since July. I assume their mostly positive quarterly report indicating lots of activity in their drug pipeline is one reason plus healthcare seems to be showing a bit of life.

How do you see it’s valuation is it an ADD/BUY in a diversified portfolio for growth and income?

Upvote 3

Read Answer Asked by Robert on August 26, 2025

• O'Reilly Automotive Inc. (ORLY $91.03)
  • $91.03 P/E (TTM): 29.94X Cap: $73.77B
  • View ORLY Profile
  • View Questions on ORLY
• Royal Caribbean Cruises Ltd. (RCL $280.21)
  • $280.21 P/E (TTM): 17.87X Cap: $73.95B
  • View RCL Profile
  • View Questions on RCL
• Dutch Bros Inc. Class A (BROS $51.45)
  • $51.45 P/E (TTM): 81.92X Cap: $8.22B
  • View BROS Profile
  • View Questions on BROS
• Life Time Group Holdings Inc. (LTH $26.31)
  • $26.31 P/E (TTM): 16.04X Cap: $5.75B
  • View LTH Profile
  • View Questions on LTH
• D2L Inc. Subordinate Voting Shares (DTOL $7.80)
  • $7.80 P/E (TTM): 10.87X Cap: $432M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL

Q: Hi Team,

At present, I hold no discretionary stocks in my portfolio, and I am considering the ones listed above.

Could you please outline the key pros and cons of investing in each of them from a strong growth perspective? In your view, which have the best potential over the next 3 to 5 years?

Gratefully,

Upvote 4

Read Answer Asked by Jacques on August 26, 2025

• Intuit Inc. (INTU $426.10)
  • $426.10 P/E (TTM): 29.73X Cap: $119.59B
  • View INTU Profile
  • View Questions on INTU

Q: Good Morning 5i Team,

Can you please give me your thoughts on Intuit after their earnings? The market doesn't seem especially pleased. Would you consider it a hold or sell? Thanks.

Brad

Upvote 4

Read Answer Asked by Bradley on August 25, 2025

• Berkshire Hathaway Inc. (BRK.B $478.78)
  • $478.78 P/E (TTM): 15.49X Cap: $1.03T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: with Berkshire being down 10% is it a good entry point when you look at the trend of the market?

Upvote 6

Read Answer Asked by Wade on August 25, 2025

• Alphabet Inc. (GOOG $288.47)
  • $288.47 P/E (TTM): 27.66X Cap: $3.51T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $178.69)
  • $178.69 P/E (TTM): 35.84X Cap: $4.25T
  • View NVDA Profile
  • View Questions on NVDA
• United Rentals Inc. (URI $750.26)
  • $750.26 P/E (TTM): 18.96X Cap: $47.04B
  • View URI Profile
  • View Questions on URI
• Axon Enterprise Inc. (AXON $463.77)
  • $463.77 P/E (TTM): 335.95X Cap: $36.70B
  • View AXON Profile
  • View Questions on AXON
• Nebius Group N.V. (NBIS $115.05)
  • $115.05 Cap: $27.36B
  • View NBIS Profile
  • View Questions on NBIS

Q: Trimming down some NVDA to reduce weightings after big returns. What would be your top 2 stocks picks to add with the profits. Large - mid cap US stocks, any sector.

Upvote 14

Read Answer Asked by Kyle on August 25, 2025