Investment Q&A

• Meta Platforms Inc. (META $659.15)
  • $659.15 P/E (TTM): 28.47X Cap: $1.71T
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• Alphabet Inc. (GOOG $337.75)
  • $337.75 P/E (TTM): 30.57X Cap: $4.10T
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• Intuit Inc. (INTU $383.30)
  • $383.30 P/E (TTM): 26.34X Cap: $106B
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• Micron Technology Inc. (MU $481.72)
  • $481.72 P/E (TTM): 21.22X Cap: $543.25B
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• NVIDIA Corporation (NVDA $199.64)
  • $199.64 P/E (TTM): 40.79X Cap: $4.92T
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• Teradyne Inc. (TER $400.99)
  • $400.99 P/E (TTM): 109.49X Cap: $60.30B
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• Axon Enterprise Inc. (AXON $392.64)
  • $392.64 P/E (TTM): 268.16X Cap: $32.48B
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• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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• Freshworks Inc. (FRSH $8.26)
  • $8.26 P/E (TTM): 14.24X Cap: $2.48B
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• Vertiv Holdings LLC Class A (VRT $321.75)
  • $321.75 P/E (TTM): 91.62X Cap: $116.74B
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• Celsius Holdings Inc. (CELH $33.93)
  • $33.93 P/E (TTM): 130.76X Cap: $8.54B
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• Robinhood Markets Inc. (HOOD $83.54)
  • $83.54 P/E (TTM): 42.37X Cap: $79.61B
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• Cellebrite DI Ltd. (CLBT $12.73)
  • $12.73 Cap: $3.17B
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• Nebius Group N.V. (NBIS $157.08)
  • $157.08 Cap: $37.17B
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• Ouster Inc. (OUST $26.41)
  • $26.41 Cap: $1.76B
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Q: What is your top 5 US buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you

Upvote 43

Read Answer Asked by Nick on March 31, 2026

• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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Q: ELF Beauty has continued to drop. Would you average down or simply exit the position?

Upvote 1

Read Answer Asked by Lynda on March 26, 2026

• Target Corporation (TGT $130.17)
  • $130.17 P/E (TTM): 16.25X Cap: $58.94B
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• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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Q: Any reason for the drop today.

Upvote 1

Read Answer Asked by andrew on March 03, 2026

• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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• Celsius Holdings Inc. (CELH $33.93)
  • $33.93 P/E (TTM): 130.76X Cap: $8.54B
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• Genius Sports Limited (GENI $4.35)
  • $4.35 Cap: $1.15B
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• Sportradar Group AG (SRAD $12.90)
  • $12.90 Cap: $4.06B
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Q: Happy New Year 5i Team - I noticed the category 'Hidden Gems' in a communication from sometime in the past. Would you be able to provide a list of a few stocks that might fit into this category now, solid companies that have sold off for whatever reasons in spite of solid fundamentals and good growth prospects, US and Canadian. Any market cap is fine but with emphasis on small and mid caps
Thanks.

Upvote 8

Read Answer Asked by Rob on January 08, 2026

• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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Q: Currently hold a small position in ELF Beauty at a loss. Would you recommend averaging down at current levels or simply sell?

Upvote 1

Read Answer Asked by Lynda on December 16, 2025

• Salesforce Inc. (CRM $173.30)
  • $173.30 P/E (TTM): 23.99X Cap: $175.18B
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• UnitedHealth Group Incorporated (DE) (UNH $354.56)
  • $354.56 P/E (TTM): 26.15X Cap: $322.01B
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• Novo Nordisk A/S (NVO $38.52)
  • $38.52 P/E (TTM): 10.91X Cap: $363.68B
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• The Trade Desk Inc. (TTD $22.62)
  • $22.62 P/E (TTM): 25.78X Cap: $11.07B
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• Crocs Inc. (CROX $104.22)
  • $104.22 Cap: $5.28B
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• Axon Enterprise Inc. (AXON $392.64)
  • $392.64 P/E (TTM): 268.16X Cap: $32.48B
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• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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• Duolingo Inc. (DUOL $100.29)
  • $100.29 P/E (TTM): 12.09X Cap: $4.69B
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Q: What would be your US stocks for tax loss selling?
Thank you so much. Lorraine

Upvote 4

Read Answer Asked by Lorraine on November 24, 2025

• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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Q: Any idea why ELF is down 34% today?

Upvote 1

Read Answer Asked by Zara on November 06, 2025

• Alphabet Inc. (GOOG $337.75)
  • $337.75 P/E (TTM): 30.57X Cap: $4.10T
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• Everpure Inc. Class A (PSTG)
  • P/E (TTM): 122.43X Cap: $22.40B
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• CECO Environmental Corp. (CECO $64.80)
  • $64.80 P/E (TTM): 45.2X Cap: $2.09B
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• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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• Halozyme Therapeutics Inc. (HALO $66.59)
  • $66.59 P/E (TTM): 27.04X Cap: $8.10B
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• Genius Sports Limited (GENI $4.35)
  • $4.35 Cap: $1.15B
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• Nebius Group N.V. (NBIS $157.08)
  • $157.08 Cap: $37.17B
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Q: Hi Team,
I was looking for quality growth names that were attractive today for purchase. Geni was on the list due to the recent weakness in the sports betting sector. Do you see it as a opportunity to buy at these levels? Could you also provide a couple names on your radar either cnd or US that you see as particular good buys today for a 10yr hold? Thanks

Shane.

Upvote 11

Read Answer Asked by Shane on October 10, 2025

• CECO Environmental Corp. (CECO $64.80)
  • $64.80 P/E (TTM): 45.2X Cap: $2.09B
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• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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• Halozyme Therapeutics Inc. (HALO $66.59)
  • $66.59 P/E (TTM): 27.04X Cap: $8.10B
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• Genius Sports Limited (GENI $4.35)
  • $4.35 Cap: $1.15B
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• Sportradar Group AG (SRAD $12.90)
  • $12.90 Cap: $4.06B
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Q: What would be your top 5, US small/mid cap stocks today? What would be good entry points?

Thanks
Tim

Upvote 21

Read Answer Asked by Timothy on October 02, 2025

• lululemon athletica inc. (LULU $141.66)
  • $141.66 P/E (TTM): 12.57X Cap: $18.05B
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• Ulta Beauty Inc. (ULTA $564.44)
  • $564.44 P/E (TTM): 22.24X Cap: $24.66B
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• Appian Corporation (APPN $21.60)
  • $21.60 P/E (TTM): 2106.0X Cap: $1.60B
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• Cadence Design Systems Inc. (CDNS $314.33)
  • $314.33 P/E (TTM): 80.26X Cap: $91.55B
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• Agilysys Inc. (AGYS $63.09)
  • $63.09 P/E (TTM): 64.08X Cap: $1.92B
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• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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• Synopsys Inc. (SNPS $456.85)
  • $456.85 P/E (TTM): 72.05X Cap: $91.42B
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Q: I’m planning to do some tax loss selling. Can you provide proxies for the following: Elf Beauty (ELF), Lululemon (LULU), Synopsys (SNPS) and Appian (APPN)?

Upvote 3

Read Answer Asked by Camille on April 29, 2025

• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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Q: ELF got smoked yesterday after what seems like a decent earnings report (missed earnings slightly and beat on revenue). Is this overdone in your view? Does the valuation now look like a good entry given the future growth potential of this stock or is there too much risk still?

Upvote 1

Read Answer Asked by Thomas on February 07, 2025

• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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Q: I'm holding on to ELF in my TFSA but I'm getting very discouraged. Can you give me an update of your opinion on this stock today and going forward please and thank you.

Upvote 1

Read Answer Asked by Cheryl on February 04, 2025

• Adobe Inc. (ADBE $238.98)
  • $238.98 P/E (TTM): 14.4X Cap: $96.59B
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• Align Technology Inc. (ALGN $190.67)
  • $190.67 P/E (TTM): 34.55X Cap: $14.04B
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• IDEXX Laboratories Inc. (IDXX $560.93)
  • $560.93 P/E (TTM): 43.5X Cap: $45.98B
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• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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• Nextpower Inc. (NXT $124.36)
  • $124.36 P/E (TTM): 27.63X Cap: $17.25B
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Q: Has 5i screened for US-listed shares that are likely to be candidates for tax-loss selling now to end of year 2024? Has 5i done a blog or magazine article or other post identifying US-companies that you would consider attractive to buy? I assume that such a screen would exclude US companies that are being sold off for reasons other than tax-loss harvesting. Thank you. :ao:sab

Upvote 4

Read Answer Asked by Adam on November 22, 2024

• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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Q: It looks like ELF has missed it's estimates over the last 4 quarters. What are the chances they will do much better after the Christmas season?

Upvote 1

Read Answer Asked by Cheryl on November 20, 2024

• Booking Holdings Inc. (BKNG $176.75)
  • $176.75 P/E (TTM): 1.15X Cap: $140.50B
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• Ulta Beauty Inc. (ULTA $564.44)
  • $564.44 P/E (TTM): 22.24X Cap: $24.66B
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• ResMed Inc. (RMD $219.51)
  • $219.51 P/E (TTM): 21.88X Cap: $32.34B
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• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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• Moderna Inc. (MRNA $52.85)
  • $52.85 Cap: $22.05B
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• Celsius Holdings Inc. (CELH $33.93)
  • $33.93 P/E (TTM): 130.76X Cap: $8.54B
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• Snowflake Inc. (SNOW $146.40)
  • $146.40 Cap: $53.78B
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• Rivian Automotive Inc. (RIVN $16.95)
  • $16.95 Cap: $22.01B
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Q: I'm a long term growth investor. Planning to do a little tax loss selling. I'm down on these 5 names. What do you think of each name from an investment point of view, in what order would you sell, and what, in your view, could be a possible replacement name for each. Thanks.

Upvote 6

Read Answer Asked by Jeff on October 08, 2024

• Ulta Beauty Inc. (ULTA $564.44)
  • $564.44 P/E (TTM): 22.24X Cap: $24.66B
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• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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Q: What is the better choice for capital appreciation over the next few years do you think? Both are in the doldrums but I expect sales will pickup again. Is one of them the industry leader?

Upvote 3

Read Answer Asked by Kel on October 08, 2024

• Amazon.com Inc. (AMZN $255.08)
  • $255.08 P/E (TTM): 34.85X Cap: $2.74T
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• Meta Platforms Inc. (META $659.15)
  • $659.15 P/E (TTM): 28.47X Cap: $1.71T
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• Alphabet Inc. (GOOG $337.75)
  • $337.75 P/E (TTM): 30.57X Cap: $4.10T
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• NVIDIA Corporation (NVDA $199.64)
  • $199.64 P/E (TTM): 40.79X Cap: $4.92T
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• Advanced Micro Devices Inc. (AMD $305.33)
  • $305.33 P/E (TTM): 107.35X Cap: $494.74B
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• Novanta Inc. (NOVT $133.02)
  • $133.02 P/E (TTM): 90.07X Cap: $4.75B
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• Axon Enterprise Inc. (AXON $392.64)
  • $392.64 P/E (TTM): 268.16X Cap: $32.48B
  • View AXON Profile
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• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
  • View ELF Profile
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• Synopsys Inc. (SNPS $456.85)
  • $456.85 P/E (TTM): 72.05X Cap: $91.42B
  • View SNPS Profile
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• Vertiv Holdings LLC Class A (VRT $321.75)
  • $321.75 P/E (TTM): 91.62X Cap: $116.74B
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• Nu Holdings Ltd. Class A (NU $14.46)
  • $14.46 Cap: $72.10B
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Q: Sold 1/2 my portfolio (except CSU, TOI, LMN) at the end of August. First week into Sept and I'm looking smart. While I think it's still too early, when and how do I get back into market? Holdings (some sold out in August) include AMZN, META, NVDA, AMD, VRT, BN, SHOP, AXON, SNPS, NOVT, GOOG, NU, ELF.

Upvote 11

Read Answer Asked by Gooding on September 07, 2024

• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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Q: Could you please give me your opinion on ELF's valuation. How does it compare to it's historical valuation. Thanks.

Upvote 1

Read Answer Asked by Cheryl on August 28, 2024

• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
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Q: Thoughts on ELF's latest quarter? Is it a buy/hold/sell? If a buy, what weighting would you apply in a growth portfolio?

Upvote 3

Read Answer Asked by Gooding on August 13, 2024

• e.l.f. Beauty Inc. (ELF $66.23)
  • $66.23 P/E (TTM): 37.84X Cap: $3.87B
  • View ELF Profile
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Q: Hi 5i!

Can you comment ELF earnings? Trying to understand the 19% rally vs different price target cut.

Thank you,

Frank

Upvote 2

Read Answer Asked by Francois on May 24, 2024