Investment Q&A

• Tesla Inc. (TSLA $372.11)
  • $372.11 P/E (TTM): 352.64X Cap: $1.44T
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Q: Have a very small position in TSLA. Would you add a bit more today?

Upvote 3

Read Answer Asked by George on July 25, 2025

• Flex Ltd. (FLEX $64.76)
  • $64.76 P/E (TTM): 29.3X Cap: $25.74B
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Q: What happened to "flex"? Suddenly dropped over 5% in one day! buy more or sell?

Thanks,

Upvote 3

Read Answer Asked by Lin on July 25, 2025

• Axon Enterprise Inc. (AXON $450.46)
  • $450.46 P/E (TTM): 335.95X Cap: $36.99B
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Q: AXON has pulled back a lot. Is there a buy or add point you feel comfortable with? It's an expensive stock that you seem comfortable with. I assume other than price nothing has changed in your view?

thx, Mark

Upvote 10

Read Answer Asked by Mark on July 25, 2025

• UnitedHealth Group Incorporated (DE) (UNH $268.05)
  • $268.05 P/E (TTM): 20.37X Cap: $245.57B
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Q: Thoughts on UNH ? Thank You

Upvote 3

Read Answer Asked by francis on July 25, 2025

• Berkshire Hathaway Inc. (BRK.B $475.27)
  • $475.27 P/E (TTM): 15.49X Cap: $1.02T
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Q: I purchased a 3.5% position in BRK after the announcement that Buffet was stepping down. I chose BRK over FFH. I am down 6.5% so far.

I can take this as a buying opportunity and increase my position in BRK to 5%.

I can also sell half of my BRK position for a tax loss and buy an equal amount of FFH.

I can also do nothing. I am a growth investor in my late seventies.

What would you do in this situation?

Thank you

Upvote 4

Read Answer Asked by Richard on July 25, 2025

• Amazon.com Inc. (AMZN $207.54)
  • $207.54 P/E (TTM): 29.31X Cap: $2.27T
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Q: What is your analysis of Amazon? How does it long in the long term? Still a strong hold? Buy? Sell?

Thank you

Upvote 5

Read Answer Asked by Nick on July 25, 2025

• Amazon.com Inc. (AMZN $207.54)
  • $207.54 P/E (TTM): 29.31X Cap: $2.27T
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• Biogen Inc. (BIIB $191.06)
  • $191.06 P/E (TTM): 20.84X Cap: $27.76B
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• Intuitive Surgical Inc. (ISRG $468.55)
  • $468.55 P/E (TTM): 60.74X Cap: $166.90B
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• Netflix Inc. (NFLX $93.32)
  • $93.32 P/E (TTM): 36.92X Cap: $389.62B
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• Edwards Lifesciences Corporation (EW $82.10)
  • $82.10 P/E (TTM): 44.82X Cap: $48.01B
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• Celestica Inc. (CLS $378.58)
  • $378.58 P/E (TTM): 40.38X Cap: $48.01B
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• Global X S&P 500 Index Corporate Class ETF (HXS $92.77)
  • $92.77 Cap: $5.57B
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• Global X S&P/TSX Capped Energy Index Corporate Class ETF (HXE $58.59)
  • $58.59 Cap: $121M
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• Berkshire Hathaway Inc. (BRK.B $475.27)
  • $475.27 P/E (TTM): 15.49X Cap: $1.02T
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Q: Greetings - To postpone tax liability from income, I would like to develop a balanced portfolio of stocks and ETFs for the medium term (3-10 years) that do not pay dividends or interest. Rather, I would prefer to incur the tax liability upon selling the holdings (capital gains). I am aware of Global X Total Return ETFs and stocks like BRK.B that do not pay annual dividends. Do you have any other suggestions? Thanks

Upvote 5

Read Answer Asked by Alex on July 25, 2025

• The Kraft Heinz Company (KHC $21.56)
  • $21.56 Cap: $25.46B
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• Mondelez International Inc. (MDLZ $57.58)
  • $57.58 P/E (TTM): 30.08X Cap: $73.61B
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Q: What's your opinion on Kraft Heinz, looking forward? For such a big company there are few questions on 5i about it.

Upvote 3

Read Answer Asked by Martin on July 24, 2025

• HIVE Digital Technologies Ltd. (HIVE $2.69)
  • $2.69 Cap: $735M
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• IREN Limited (IREN $37.45)
  • $37.45 P/E (TTM): 75.29X Cap: $13.76B
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• Applied Digital Corp. (APLD $25.72)
  • $25.72 Cap: $7.93B
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• Nebius Group N.V. (NBIS $105.97)
  • $105.97 Cap: $27.40B
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• CoreWeave Inc. (CRWV $80.45)
  • $80.45 Cap: $46.03B
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Q: Hello there,
What are your thoughts on HIVE and its AI / high-performance computing business. Do they have any potential in developing that segment knowing the high amount of funding required to be competitive.
Thank you.

Upvote 5

Read Answer Asked by Gilles on July 24, 2025

• CME Group Inc. (CME $297.58)
  • $297.58 P/E (TTM): 27.47X Cap: $106.64B
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Q: What are your thoughts on CME earnings. Would you buy more or hold for long term

Thank you for the great service

Upvote 1

Read Answer Asked by Hector on July 24, 2025

• International Business Machines Corporation (IBM $241.67)
  • $241.67 P/E (TTM): 22.28X Cap: $226.43B
  • View IBM Profile
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Q: Hi,
Could you comment on earnings please? Do you feel today's drop is overdone and would you hold, buy or sell?
Thanks!

Upvote 2

Read Answer Asked by Dawn on July 24, 2025

• Red Cat Holdings Inc. (RCAT $14.00)
  • $14.00 Cap: $1.92B
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Q: Hi 5i, would you please give me your opinion on RCAT ?, is it a buy ? for a 2-3 year hold, thanks

Upvote 1

Read Answer Asked by Fernando on July 24, 2025

• MSCI Inc. (MSCI $534.68)
  • $534.68 P/E (TTM): 35.16X Cap: $38.82B
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Q: Thoughts on the quarter from MSCI.
THANKS
Rob

Upvote 3

Read Answer Asked by Robert on July 24, 2025

• World Acceptance Corporation (WRLD $130.67)
  • $130.67 P/E (TTM): 17.46X Cap: $629M
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• VTEX Class A (VTEX $3.97)
  • $3.97 Cap: $753M
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Q: In 2021, you were asked about these two companies, do you still have a similar view these days? What are your thoughts about them please? Thanks

Upvote 1

Read Answer Asked by MG on July 24, 2025

Q: Hello 5i
Could I have your assessment of PureCycle Tech?
The technology ,if effective, has a huge market.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 24, 2025

• Intuitive Surgical Inc. (ISRG $468.55)
  • $468.55 P/E (TTM): 60.74X Cap: $166.90B
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Q: Could you please provide an update on this often recommended company in light of Q2 results and guidance. As well, I find it interesting this company is down a material amount YTD, is that because the healthcare industry as a whole is down or something more company specific?

Upvote 16

Read Answer Asked by Steven on July 24, 2025

• Amazon.com Inc. (AMZN $207.54)
  • $207.54 P/E (TTM): 29.31X Cap: $2.27T
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• Alphabet Inc. (GOOG $280.74)
  • $280.74 P/E (TTM): 27.66X Cap: $3.51T
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• Alphabet Inc. (GOOGL $280.92)
  • $280.92 P/E (TTM): 27.94X Cap: $3.51T
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• NVIDIA Corporation (NVDA $171.24)
  • $171.24 P/E (TTM): 35.84X Cap: $4.34T
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• International Business Machines Corporation (IBM $241.67)
  • $241.67 P/E (TTM): 22.28X Cap: $226.43B
  • View IBM Profile
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• Oracle Corporation (ORCL $142.81)
  • $142.81 P/E (TTM): 29.01X Cap: $419.96B
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• Nebius Group N.V. (NBIS $105.97)
  • $105.97 Cap: $27.40B
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Q: I have an oversized position in Alphabet. Could you offer some alternatives, yet staying in the similar tech industry, and whose prices seem reasonably priced.

Thanks,

Upvote 9

Read Answer Asked by Claus on July 24, 2025

• Costco Wholesale Corporation (COST $979.65)
  • $979.65 P/E (TTM): 67.11X Cap: $432.49B
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Q: hi
there is a recent pull back
is there any fundamental reasons?
looking for an entry price for a half/or a quarter position
thanks
Michael

Upvote 5

Read Answer Asked by Michael on July 24, 2025

• Monroe Capital Corporation (MRCC $4.64)
  • $4.64 Cap: $99M
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Q: Why has this stock dropped so much this year? Would you advise selling?

Upvote 2

Read Answer Asked by Cory on July 24, 2025

• Western Union Company (The) (WU $8.97)
  • $8.97 P/E (TTM): 6.05X Cap: $2.85B
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Q: What are your thoughts on western union? Seems cheap? Is it for a reason? Sounds like they are getting into stablecoin..can it be considered a proxy for crypto exposure? Thanks.

Shyam

Upvote 2

Read Answer Asked by Shyam on July 24, 2025