Investment Q&A

• LyondellBasell Industries NV Class A (Netherlands) (LYB $58.77)
  • $58.77 P/E (TTM): 71.86X Cap: $17.84B
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Q: LYB has a pretty high divi but Results of late seem challenged.

In the hi 40s is this a good investment based on historical share price levels or would I just be gambling on a cyclical likely to continue to decline in price with the potential of a divi cut?

Upvote 1

Read Answer Asked by Craig on August 07, 2025

• Fair Isaac Corporation (FICO $1,415.90)
  • $1,415.90 P/E (TTM): 52.57X Cap: $32.24B
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Q: Hello everyone,

FICO is down 32% year-to-date, and looks like a falling knife.

Although it still looks pricey, I was wondering, if there is a buying price range you would start to nibble on FICO stock? Waiting is also an option :).

Cheers.

Peter

Upvote 2

Read Answer Asked by Peter on August 07, 2025

• Catalyst Pharmaceuticals Inc. (CPRX $21.08)
  • $21.08 P/E (TTM): 12.33X Cap: $2.48B
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Q: Hi 5i Team,
Pls comment on Catalyst Pharmaceuticals quarter earning and this company going forward.
Thanks .

Upvote 1

Read Answer Asked by Pui on August 07, 2025

• Strategy Inc (STRC $95.05)
  • $95.05 P/E (TTM): 31.51X Cap: $104.60B
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Q: Hi Team,

This new offering from Strategy came on my radar and I'm wondering if it's on any of yours at all? If we take the company at it's word that it will pay the 9%-10% dividend and keep the share price consistent, it seems like a good option for short term cash or just a place for a probable good rate of return (though they have stated the dividend can be adjusted higher or lower based on demand for the product --> very high demand=lower dividend rate and vice versa). I'm wondering what your thoughts are on this product and also more broadly the tax implications for US dividends for a Canadian investor in this situation.

Thanks very much

Upvote 1

Read Answer Asked by Dustin on August 07, 2025

• Celsius Holdings Inc. (CELH $61.52)
  • $61.52 P/E (TTM): 187.73X Cap: $16.01B
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Q: Good morning, please comment on the latest Q from CELH. Thanks

Upvote 3

Read Answer Asked by Seamus on August 07, 2025

• Amazon.com Inc. (AMZN $228.84)
  • $228.84 P/E (TTM): 34.12X Cap: $2.36T
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• Meta Platforms Inc. (META $754.79)
  • $754.79 P/E (TTM): 27.13X Cap: $1.85T
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• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 56.58X Cap: $4.26T
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• Exchange Income Corporation (EIF $73.55)
  • $73.55 P/E (TTM): 28.69X Cap: $3.73B
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• BMO S&P 500 Index ETF (ZSP $97.94)
  • $97.94 P/E (TTM): 80.87X Cap: $19.33B
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• Axon Enterprise Inc. (AXON $766.24)
  • $766.24 P/E (TTM): 184.06X Cap: $59.93B
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• Nebius Group N.V. (NBIS $68.98)
  • $68.98 Cap: $15.75B
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Q: My son currently has Meta (META), Nebius (NBIS), Amazon (AMZN), and EIF Corp (EIF) in his TFSA, plus an ETF (ZSP) for some diversity. It’s a small portfolio but he really wanted to hold some individual stocks and not just ETFs. Would you be comfortable adding Nvidia (NVDA) and Axon (AXON) at current prices? They are two of my favorite stocks in my non-registered account but I know the prices have really run up. Would you have any better suggestions? Thanks.

Upvote 6

Read Answer Asked by Kim on August 07, 2025

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 26.97X Cap: $1.48B
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Q: Could you comment on the Q2, also do you feel the growth rate of Savaria is enough for share holders... is growth enough to drive share price higher?

Upvote 5

Read Answer Asked by Harry on August 07, 2025

• Intuitive Surgical Inc. (ISRG $476.16)
  • $476.16 P/E (TTM): 66.92X Cap: $168.44B
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• Eli Lilly and Company (LLY $711.68)
  • $711.68 P/E (TTM): 57.4X Cap: $671.81B
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Q: Hi 5i,

Currently own both LLY & ISRG. They have become a smaller percentage of my portfolio over the past year and I am currently looking to consolidate by selling one to purchase the other.

From the perspective of a 5+ year hold, which stock do you believe to have the greatest growth potential from here?

Thank you.

Greg C.

Upvote 5

Read Answer Asked by GREGORY on August 07, 2025

• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 56.58X Cap: $4.26T
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Q: Hi Would you initiate a new position in Nvidia now? This would be for a hold for a minimum of three years. thanks.

Upvote 7

Read Answer Asked by John on August 07, 2025

• Miscellaneous (MISC)
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Q: Hubby and I are getting close to retirement. Would you be comfortable with your entire portfolio at Questrade? Or WeathSimple? The free trading is really attractive. Or would you suggest having some at a brokerage at one of the big banks, for more security? Thanks.

Upvote 12

Read Answer Asked by Kim on August 07, 2025

• Hims & Hers Health Inc. Class A (HIMS $44.57)
  • $44.57 P/E (TTM): 54.91X Cap: $9.93B
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Q: Thoughts on HIMS moving forward ? Are you still as bullish as before ?

Thanks

Upvote 1

Read Answer Asked by Nick on August 07, 2025

• Killam Apartment Real Estate Investment Trust (KMP.UN $18.01)
  • $18.01 P/E (TTM): 4.11X Cap: $2.20B
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Q: What is your take on q2 and did they beat expectations? I have owned shares for a long time and they appear to be a pretty good operator. What is your take? I’m don’t have a large reit allocation currently given industry headwinds but I may add if continues to drift and if operational performance continues. Thanks

Upvote 4

Read Answer Asked by Scott on August 07, 2025

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 163.77X Cap: $5.50B
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Q: Could you report on the Q release. What numbers do you feel are most important for evaluating KXS ?
Are you comfortable holding a full position after viewing KXS 2nd Q?

Upvote 9

Read Answer Asked by Harry on August 07, 2025

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 163.77X Cap: $5.50B
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Q: Can you comment on earnings. Seemed generally ok but some slight misses compared to expected. Don’t understand the big drop on Wednesday.

Upvote 9

Read Answer Asked on August 07, 2025

• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.24X Cap: $3.28B
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• Propel Holdings Inc. (PRL $32.76)
  • $32.76 P/E (TTM): 15.29X Cap: $1.25B
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Q: GSY vs PRL since both companies reported same day, could you compare salient numbers from their Q reports?

Upvote 11

Read Answer Asked by Harry on August 07, 2025

• Propel Holdings Inc. (PRL $32.76)
  • $32.76 P/E (TTM): 15.29X Cap: $1.25B
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Q: Hi 5i, pls opine on their earnings, guidance, and is it still a fav? Thx.

Upvote 11

Read Answer Asked by Christopher on August 07, 2025

• Accenture plc Class A (Ireland) (ACN $259.22)
  • $259.22 P/E (TTM): 20.29X Cap: $158.19B
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Q: Do you see any reason for the drop in Accenture?

Chris M.

Upvote 2

Read Answer Asked by chris on August 06, 2025

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 163.77X Cap: $5.50B
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Q: I believe reports tomorrow. It's down over $9 at 1pm Wednesday. Any news to explain this? Does someone know something that will be public tomorrow? I note volume isn't huge but it's still a big drop. Thoughts?

Upvote 4

Read Answer Asked on August 06, 2025

• Apple Inc. (AAPL $227.76)
  • $227.76 P/E (TTM): 34.3X Cap: $3.33T
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Q: Hi 5i, Any news regarding today's pop in Apple? Thx.

Upvote 3

Read Answer Asked by Christopher on August 06, 2025

• Ferrari N.V. (RACE $471.02)
  • $471.02 Cap: $113.19B
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• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $116.13)
  • $116.13 Cap: $282.31B
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• Hermes International ADR (HESAY $245.15)
  • $245.15 Cap: $252.37B
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Q: Growing economic inequality and an expanding class of super-rich seem to be basic global trends. Are there etfs targeted to luxury goods and if so, what are the best performers? If no etfs, can you recommend 3 companies?
Jack

Upvote 1

Read Answer Asked by John on August 06, 2025