Investment Q&A

• Intuitive Surgical Inc. (ISRG $468.44)
  • $468.44 P/E (TTM): 66.32X Cap: $167.92B
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• Eli Lilly and Company (LLY $695.33)
  • $695.33 P/E (TTM): 57.91X Cap: $658.09B
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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 $179.81)
  • $179.81 P/E (TTM): 57.42X Cap: $4.38T
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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 $42.99)
  • $42.99 P/E (TTM): 56.42X Cap: $9.71B
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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 $17.73)
  • $17.73 P/E (TTM): 4.19X Cap: $2.19B
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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 $192.21)
  • $192.21 P/E (TTM): 164.27X Cap: $5.43B
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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 $192.21)
  • $192.21 P/E (TTM): 164.27X Cap: $5.43B
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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 $209.64)
  • $209.64 P/E (TTM): 12.57X Cap: $3.36B
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• Propel Holdings Inc. (PRL $32.48)
  • $32.48 P/E (TTM): 15.96X Cap: $1.26B
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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 $32.48)
  • $32.48 P/E (TTM): 15.96X Cap: $1.26B
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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 $256.05)
  • $256.05 P/E (TTM): 20.62X Cap: $159.48B
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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 $192.21)
  • $192.21 P/E (TTM): 164.27X Cap: $5.43B
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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 $227.16)
  • $227.16 P/E (TTM): 34.56X Cap: $3.37T
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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 $467.54)
  • $467.54 Cap: $113.32B
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• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $112.97)
  • $112.97 Cap: $283.59B
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• Hermes International ADR (HESAY $240.80)
  • $240.80 Cap: $256.27B
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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

• Galaxy Digital Inc. Class A common stock (GLXY $34.03)
  • $34.03 Cap: $12.80B
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Q: Hi 5i, thoughts on their quarterly earnings release and fwd guidance, and is it still a fav? Thx.

Upvote 9

Read Answer Asked by Christopher on August 06, 2025

• Novo Nordisk A/S (NVO $56.34)
  • $56.34 P/E (TTM): 15.74X Cap: $363.68B
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Q: What are your thoughts on the class action securities lawsuits filed against NVO, and on class action securities lawsuits in general? Specifically related to NVO, I understand there are two lawsuits alleging that NVO misled investors, one linked to the ~18% stock price drop on December 20, 2024, and a more recent claim linked to the ~21% drop on July 29, 2025. What are the typical chances of receiving a recovery, what might the recovery amount be (% of losses), and how long do these lawsuits usually take to resolve? As an NVO shareholder, should I sign up for the more recent lawsuit, if eligible?

Upvote 1

Read Answer Asked by Colum on August 06, 2025

• Canadian Pacific Kansas City Limited (CP $101.72)
  • $101.72 P/E (TTM): 23.05X Cap: $94.64B
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Q: CP hasn’t been an exciting company, based on its recent share price. Can you comment on its potential share price movement over the next three year period? Thank you.

Upvote 5

Read Answer Asked by ANDY on August 06, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
  • $194.87 P/E (TTM): 80.15X Cap: $253.20B
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Q: Earnings look very good. Can you comment after the call with emphasis on what the key strengths are and what potential dangers might be going forward. It seems they are the complete masters in their field and aren't resting on past performances.

Upvote 19

Read Answer Asked on August 06, 2025

• Premium Brands Holdings Corporation (PBH $95.27)
  • $95.27 P/E (TTM): 46.02X Cap: $4.25B
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Q: Thought on the quarter please?Thx

Upvote 9

Read Answer Asked by blake on August 06, 2025

• Thomson Reuters Corporation (TRI $244.95)
  • $244.95 P/E (TTM): 49.64X Cap: $110.39B
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Q: Hi, please comment the result as of Thomson Reuters. I have purchased at C$285 and now seem dropping another 5%. Any reason?

Upvote 6

Read Answer Asked by kwokwai on August 06, 2025

• Lantheus Holdings Inc. (LNTH $56.16)
  • $56.16 P/E (TTM): 16.58X Cap: $3.81B
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Q: Dead or not dead? I know it isn't your style but might there be a bounce opportunity for a few immediate dollars or is the story here so bad that it's going to drift and decline?

Upvote 1

Read Answer Asked by Tim on August 06, 2025