Investment Q&A

• WSP Global Inc. (WSP $244.21)
  • $244.21 P/E (TTM): 35.32X Cap: $31.40B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Thomson Reuters Corporation (TRI $188.71)
  • $188.71 P/E (TTM): 34.94X Cap: $83.94B
  • View TRI Profile
  • View Questions on TRI
• Zedcor Inc. (ZDC $6.00)
  • $6.00 P/E (TTM): 418.57X Cap: $633M
  • View ZDC Profile
  • View Questions on ZDC
• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $51.51)
  • $51.51 P/E (TTM): 35.33X Cap: $1.83B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $141.10)
  • $141.10 P/E (TTM): 16.16X Cap: $5.18B
  • View ENS Profile
  • View Questions on ENS
• Vertiv Holdings LLC Class A (VRT $169.57)
  • $169.57 P/E (TTM): 60.31X Cap: $64.50B
  • View VRT Profile
  • View Questions on VRT
• Tantalus Systems Holding Inc. (GRID $4.25)
  • $4.25 Cap: $208M
  • View GRID Profile
  • View Questions on GRID

Q: Could you please rank the above industrial stocks in order for purchase now? I currently hold some and looking to add 1 or 2 more. Thank you

Upvote 11

Read Answer Asked by Neil on November 25, 2025

• NexGen Energy Ltd. (NXE $11.71)
  • $11.71 Cap: $7.40B
  • View NXE Profile
  • View Questions on NXE
• Alimentation Couche-Tard Inc. (ATD $74.41)
  • $74.41 P/E (TTM): 18.96X Cap: $69.99B
  • View ATD Profile
  • View Questions on ATD
• TerraVest Industries Inc. (TVK $123.39)
  • $123.39 Cap: $2.63B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• EQB Inc. (EQB $87.00)
  • $87.00 P/E (TTM): 9.8X Cap: $3.33B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON
• Galaxy Digital Inc. Class A common stock (GLXY $35.91)
  • $35.91 Cap: $13.65B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Tantalus Systems Holding Inc. (GRID $4.25)
  • $4.25 Cap: $208M
  • View GRID Profile
  • View Questions on GRID
• Cellebrite DI Ltd. (CLBT $16.80)
  • $16.80 Cap: $4.04B
  • View CLBT Profile
  • View Questions on CLBT

Q: Good morning, If needing to raise a little cash, which TWO of these stocks would you consider selling given current markets: TVK, ATD, GRID, EQB, GLXY, CLBT, NXE or AXON?

Thanks very much

Brad

Upvote 6

Read Answer Asked by Bradley on November 24, 2025

• Salesforce Inc. (CRM $234.12)
  • $234.12 P/E (TTM): 33.01X Cap: $222.88B
  • View CRM Profile
  • View Questions on CRM
• UnitedHealth Group Incorporated (DE) (UNH $326.28)
  • $326.28 P/E (TTM): 16.69X Cap: $289B
  • View UNH Profile
  • View Questions on UNH
• Novo Nordisk A/S (NVO $47.06)
  • $47.06 P/E (TTM): 13.57X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO
• The Trade Desk Inc. (TTD $39.09)
  • $39.09 P/E (TTM): 45.57X Cap: $18.88B
  • View TTD Profile
  • View Questions on TTD
• Crocs Inc. (CROX $83.07)
  • $83.07 P/E (TTM): 26.53X Cap: $4.17B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON
• e.l.f. Beauty Inc. (ELF $72.11)
  • $72.11 P/E (TTM): 49.33X Cap: $4.24B
  • View ELF Profile
  • View Questions on ELF
• Duolingo Inc. (DUOL $175.76)
  • $175.76 P/E (TTM): 21.9X Cap: $8.06B
  • View DUOL Profile
  • View Questions on DUOL

Q: What would be your US stocks for tax loss selling?
Thank you so much. Lorraine

Upvote 3

Read Answer Asked by Lorraine on November 24, 2025

• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON
• Circle Internet Group Inc. Class A (CRCL $70.11)
  • $70.11 Cap: $17.12B
  • View CRCL Profile
  • View Questions on CRCL

Q: Hello 5i, These two stocks are down from their Year High, they both are good Companies, which one would you prefer today,
Thanks

Upvote 2

Read Answer Asked by Fernando on November 18, 2025

• Blackstone Inc. (BX $143.43)
  • $143.43 P/E (TTM): 40.88X Cap: $105.91B
  • View BX Profile
  • View Questions on BX
• Kraken Robotics Inc. (PNG $6.00)
  • $6.00 P/E (TTM): 89.33X Cap: $1.65B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON
• Nebius Group N.V. (NBIS $88.88)
  • $88.88 Cap: $21.88B
  • View NBIS Profile
  • View Questions on NBIS

Q: Do you consider these stocks as buy/hold/sell and if a buy at what point would you ease into each?
Thank you

Upvote 21

Read Answer Asked by John on November 14, 2025

• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.60T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $578.87)
  • $578.87 P/E (TTM): 74.19X Cap: $203.78B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $4,906.24)
  • $4,906.24 P/E (TTM): 31.06X Cap: $158.14B
  • View BKNG Profile
  • View Questions on BKNG
• JPMorgan Chase & Co. (JPM $303.00)
  • $303.00 P/E (TTM): 14.75X Cap: $824.84B
  • View JPM Profile
  • View Questions on JPM
• Oracle Corporation (ORCL $197.03)
  • $197.03 P/E (TTM): 46.01X Cap: $559.90B
  • View ORCL Profile
  • View Questions on ORCL
• United Rentals Inc. (URI $810.00)
  • $810.00 P/E (TTM): 20.61X Cap: $52.11B
  • View URI Profile
  • View Questions on URI
• Walmart Inc. (WMT $107.00)
  • $107.00 P/E (TTM): 39.59X Cap: $853.09B
  • View WMT Profile
  • View Questions on WMT
• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $51.51)
  • $51.51 P/E (TTM): 35.33X Cap: $1.83B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $141.10)
  • $141.10 P/E (TTM): 16.16X Cap: $5.18B
  • View ENS Profile
  • View Questions on ENS
• RTX Corporation (RTX $172.15)
  • $172.15 P/E (TTM): 34.84X Cap: $231.84B
  • View RTX Profile
  • View Questions on RTX
• Coinbase Global Inc (COIN $254.12)
  • $254.12 P/E (TTM): 20.8X Cap: $69.02B
  • View COIN Profile
  • View Questions on COIN
• Robinhood Markets Inc. (HOOD $115.57)
  • $115.57 P/E (TTM): 44.71X Cap: $103.37B
  • View HOOD Profile
  • View Questions on HOOD
• Nebius Group N.V. (NBIS $88.88)
  • $88.88 Cap: $21.88B
  • View NBIS Profile
  • View Questions on NBIS
• Galaxy Digital Inc. (GLXY $25.48)
  • $25.48 Cap: $9.67B
  • View GLXY Profile
  • View Questions on GLXY

Q: Hello 5i,

Following my SEPT 30th question and joining portfolio analytics I’ve embarked on my retooling. Following some of the great suggestions, still entering haha.

Long, Eq Wt; JPM, BN, NVDA, GOOG, META, NBIS, HOOD, COIN, GLXY, ORCL, AXON.

Starters; KRMN, CLS, SHOP, URI, WMT, CSU.

If this is YOUR U.S. portfolio what are the
next 3 full positions? And 2 starters to build out?

Yours truly, acutely aware of the risk etc etc.

Upvote 9

Read Answer Asked by Adam on November 14, 2025

• Apple Inc. (AAPL $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $578.87)
  • $578.87 P/E (TTM): 74.19X Cap: $203.78B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $4,906.24)
  • $4,906.24 P/E (TTM): 31.06X Cap: $158.14B
  • View BKNG Profile
  • View Questions on BKNG
• Salesforce Inc. (CRM $234.12)
  • $234.12 P/E (TTM): 33.01X Cap: $222.88B
  • View CRM Profile
  • View Questions on CRM
• JPMorgan Chase & Co. (JPM $303.00)
  • $303.00 P/E (TTM): 14.75X Cap: $824.84B
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY $1,109.94)
  • $1,109.94 P/E (TTM): 51.84X Cap: $1.04T
  • View LLY Profile
  • View Questions on LLY
• United Rentals Inc. (URI $810.00)
  • $810.00 P/E (TTM): 20.61X Cap: $52.11B
  • View URI Profile
  • View Questions on URI
• Visa Inc. (V $334.53)
  • $334.53 P/E (TTM): 32.15X Cap: $634.14B
  • View V Profile
  • View Questions on V
• Toronto-Dominion Bank (The) (TD $116.04)
  • $116.04 P/E (TTM): 9.75X Cap: $198.10B
  • View TD Profile
  • View Questions on TD
• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.85X Cap: $146.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $203.43)
  • $203.43 P/E (TTM): 43.73X Cap: $55.03B
  • View DOL Profile
  • View Questions on DOL
• WSP Global Inc. (WSP $244.21)
  • $244.21 P/E (TTM): 35.32X Cap: $31.40B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Celestica Inc. (CLS $462.57)
  • $462.57 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $188.71)
  • $188.71 P/E (TTM): 34.94X Cap: $83.94B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Monolithic Power Systems Inc. (MPWR $908.61)
  • $908.61 P/E (TTM): 22.38X Cap: $42.77B
  • View MPWR Profile
  • View Questions on MPWR
• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $51.51)
  • $51.51 P/E (TTM): 35.33X Cap: $1.83B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $141.10)
  • $141.10 P/E (TTM): 16.16X Cap: $5.18B
  • View ENS Profile
  • View Questions on ENS
• Galaxy Digital Inc. Class A common stock (GLXY $35.91)
  • $35.91 Cap: $13.65B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $127.18B
  • View CRWD Profile
  • View Questions on CRWD
• Vertiv Holdings LLC Class A (VRT $169.57)
  • $169.57 P/E (TTM): 60.31X Cap: $64.50B
  • View VRT Profile
  • View Questions on VRT
• RTX Corporation (RTX $172.15)
  • $172.15 P/E (TTM): 34.84X Cap: $231.84B
  • View RTX Profile
  • View Questions on RTX
• Robinhood Markets Inc. (HOOD $115.57)
  • $115.57 P/E (TTM): 44.71X Cap: $103.37B
  • View HOOD Profile
  • View Questions on HOOD
• Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
  • $64.96 P/E (TTM): 89.9X Cap: $142.91B
  • View BN Profile
  • View Questions on BN
• Nebius Group N.V. (NBIS $88.88)
  • $88.88 Cap: $21.88B
  • View NBIS Profile
  • View Questions on NBIS
• Costco CDR (CAD Hedged) (COST $40.45)
  • $40.45 P/E (TTM): 49.37X Cap: $561.55B
  • View COST Profile
  • View Questions on COST

Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Upvote 34

Read Answer Asked by Don on November 12, 2025

• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON

Q: Recently we trimmed NVDA and bought a small amount of AXON at just under $800. In your opinion is the recent drop in price an opportunity to 'buy the dip' or 'wait for it to settle'?

Upvote 8

Read Answer Asked by J on November 06, 2025

• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.60T
  • View META Profile
  • View Questions on META
• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON

Q: Hi Folks,
Looking to trim some GOOG and buying either META or AXON. May I have your opinion as to which one you recommend today.
Thanks

Upvote 8

Read Answer Asked by JOHN on November 05, 2025

• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON

Q: Please review and comment on axon earnings. Sales grow at 30+% (y/y), higher margin software sales grow at over 40%, yet margins fall, and a loss reported. Lots of r&d spend and stock based compensation help explain loss but falling margins on a sales mix that is skewed to more software sales baffles me.

Upvote 7

Read Answer Asked by Greg on November 05, 2025

• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON

Q: Can you comment on AXON, please . Stock is down 20%, after hours, post earnings.

Should we Hold or Sell ?

Thank you

Upvote 7

Read Answer Asked by rajeev on November 04, 2025

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• United Rentals Inc. (URI $810.00)
  • $810.00 P/E (TTM): 20.61X Cap: $52.11B
  • View URI Profile
  • View Questions on URI
• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $51.51)
  • $51.51 P/E (TTM): 35.33X Cap: $1.83B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $141.10)
  • $141.10 P/E (TTM): 16.16X Cap: $5.18B
  • View ENS Profile
  • View Questions on ENS
• RTX Corporation (RTX $172.15)
  • $172.15 P/E (TTM): 34.84X Cap: $231.84B
  • View RTX Profile
  • View Questions on RTX
• Karman Holdings Inc. (KRMN $64.96)
  • $64.96 P/E (TTM): 858.14X Cap: $8.59B
  • View KRMN Profile
  • View Questions on KRMN

Q: What are your favourite US and Canadian non-tech stocks at this moment. Thank you.

Upvote 33

Read Answer Asked by Edward on November 03, 2025

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• United Rentals Inc. (URI $810.00)
  • $810.00 P/E (TTM): 20.61X Cap: $52.11B
  • View URI Profile
  • View Questions on URI
• Monolithic Power Systems Inc. (MPWR $908.61)
  • $908.61 P/E (TTM): 22.38X Cap: $42.77B
  • View MPWR Profile
  • View Questions on MPWR
• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $51.51)
  • $51.51 P/E (TTM): 35.33X Cap: $1.83B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $141.10)
  • $141.10 P/E (TTM): 16.16X Cap: $5.18B
  • View ENS Profile
  • View Questions on ENS
• Applovin Corporation (APP $556.03)
  • $556.03 P/E (TTM): 63.12X Cap: $189.18B
  • View APP Profile
  • View Questions on APP
• Nebius Group N.V. (NBIS $88.88)
  • $88.88 Cap: $21.88B
  • View NBIS Profile
  • View Questions on NBIS
• Karman Holdings Inc. (KRMN $64.96)
  • $64.96 P/E (TTM): 858.14X Cap: $8.59B
  • View KRMN Profile
  • View Questions on KRMN
• Ouster Inc. (OUST $21.78)
  • $21.78 Cap: $1.28B
  • View OUST Profile
  • View Questions on OUST

Q: Firstly, thank you for your services.
Please list “in order” your top 10 US and top 10 CND growth focussed stocks, long term hold.

Entry prices for the top in each.

Thank you

Upvote 40

Read Answer Asked by Nick on November 03, 2025

• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON

Q: How do you see AXON stock positioned, going into earnings, next week ?

What are your expectations from the Co, based on past quarters and subsequent company news/ defence related commentary ?

Do you like its current valuation ?

Thank You

Upvote 8

Read Answer Asked by rajeev on October 31, 2025

• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.60T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• United Rentals Inc. (URI $810.00)
  • $810.00 P/E (TTM): 20.61X Cap: $52.11B
  • View URI Profile
  • View Questions on URI
• Advanced Micro Devices Inc. (AMD $206.13)
  • $206.13 P/E (TTM): 101.28X Cap: $350.11B
  • View AMD Profile
  • View Questions on AMD
• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $51.51)
  • $51.51 P/E (TTM): 35.33X Cap: $1.83B
  • View CECO Profile
  • View Questions on CECO
• Eagle Materials Inc (EXP $219.48)
  • $219.48 P/E (TTM): 15.48X Cap: $6.77B
  • View EXP Profile
  • View Questions on EXP
• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $127.18B
  • View CRWD Profile
  • View Questions on CRWD
• Celsius Holdings Inc. (CELH $40.40)
  • $40.40 P/E (TTM): 354.45X Cap: $9.77B
  • View CELH Profile
  • View Questions on CELH
• Palantir Technologies Inc. (PLTR $163.55)
  • $163.55 P/E (TTM): 516.17X Cap: $386.71B
  • View PLTR Profile
  • View Questions on PLTR
• SoFi Technologies Inc. (SOFI $28.33)
  • $28.33 P/E (TTM): 44.98X Cap: $33.04B
  • View SOFI Profile
  • View Questions on SOFI
• Nebius Group N.V. (NBIS $88.88)
  • $88.88 Cap: $21.88B
  • View NBIS Profile
  • View Questions on NBIS
• Karman Holdings Inc. (KRMN $64.96)
  • $64.96 P/E (TTM): 858.14X Cap: $8.59B
  • View KRMN Profile
  • View Questions on KRMN
• Ouster Inc. (OUST $21.78)
  • $21.78 Cap: $1.28B
  • View OUST Profile
  • View Questions on OUST

Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)

Upvote 22

Read Answer Asked by Danielle on October 27, 2025

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• Mosaic Company (The) (MOS $24.16)
  • $24.16 P/E (TTM): 6.26X Cap: $7.66B
  • View MOS Profile
  • View Questions on MOS
• Tourmaline Oil Corp. (TOU $62.42)
  • $62.42 P/E (TTM): 17.77X Cap: $24.64B
  • View TOU Profile
  • View Questions on TOU
• Algonquin Power & Utilities Corp. (AQN $8.57)
  • $8.57 Cap: $6.45B
  • View AQN Profile
  • View Questions on AQN
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON
• Lumine Group Inc. (LMN $28.67)
  • $28.67 P/E (TTM): 101.24X Cap: $6.96B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• Nebius Group N.V. (NBIS $88.88)
  • $88.88 Cap: $21.88B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hello Peter & Team, I would like invest some fresh money in the market. I am nor sure this is the correct time to invest? market looks like near by correction. Can you please suggest some growth stock? if you have choice to invest only one or two stock what do you prefer on this market? Or better to hold for now? AQN, TOU, LMN, MOS In my watch list but open for any stock

Upvote 7

Read Answer Asked by Maulik on October 21, 2025

• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON

Q: Hi,

If one does not hold a full position, is it a good time to average down at this time? It is trading near the last earnings release and there are still 3 weeks to go for the next release. A case of profit taking going on?
Regards
Rajiv

Upvote 5

Read Answer Asked by Rajiv on October 16, 2025

• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON

Q: I am intrigued with the price action of AXON, for past several weeks. Even when markets and its peers defence/technology stocks are flirting with all time highs, this one does n't seem to catch a bid. Could you help understand, as this is apparently one of your top conviction stocks.

They say that if in an up market, if a stock struggles or moves lower, we need to watch it.

Thank You

Upvote 10

Read Answer Asked by rajeev on October 15, 2025

• Eaton Corporation PLC (ETN $336.65)
  • $336.65 P/E (TTM): 33.37X Cap: $130.75B
  • View ETN Profile
  • View Questions on ETN
• GE Aerospace (GE $293.44)
  • $293.44 P/E (TTM): 38.38X Cap: $311.17B
  • View GE Profile
  • View Questions on GE
• United Rentals Inc. (URI $810.00)
  • $810.00 P/E (TTM): 20.61X Cap: $52.11B
  • View URI Profile
  • View Questions on URI
• Linde plc (LIN $407.85)
  • $407.85 P/E (TTM): 27.65X Cap: $190.36B
  • View LIN Profile
  • View Questions on LIN
• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON
• EMCOR Group Inc. (EME $605.61)
  • $605.61 P/E (TTM): 23.4X Cap: $26.98B
  • View EME Profile
  • View Questions on EME
• Comfort Systems USA Inc. (FIX $957.04)
  • $957.04 P/E (TTM): 37.87X Cap: $33.33B
  • View FIX Profile
  • View Questions on FIX
• Heico Corporation (HEI $314.58)
  • $314.58 P/E (TTM): 66.21X Cap: $42.59B
  • View HEI Profile
  • View Questions on HEI
• Vertiv Holdings LLC Class A (VRT $169.57)
  • $169.57 P/E (TTM): 60.31X Cap: $64.50B
  • View VRT Profile
  • View Questions on VRT
• RTX Corporation (RTX $172.15)
  • $172.15 P/E (TTM): 34.84X Cap: $231.84B
  • View RTX Profile
  • View Questions on RTX
• GE Vernova Inc. (GEV $572.56)
  • $572.56 P/E (TTM): 90.23X Cap: $158.02B
  • View GEV Profile
  • View Questions on GEV

Q: Good morning 5i,

I hold the following industrial/material stocks in my RRSP: GEV (2%), FIX (2%) ETN (1.5%), HEI (1.5%), RTX (1.3%), GE (1.2%), LIN(1.2%), EME (1%), VRT (.5%). I also own AXON (3%).

I would like to increase the weight of some of these positions - ideally through consolidation. Could you please put these in order of conviction (growth) for a 5 - 10+ year hold. Are there any that you would sell outright? Would you recommend any other industrials?

Many thanks!

Upvote 8

Read Answer Asked by Meagan on October 15, 2025

• United Rentals Inc. (URI $810.00)
  • $810.00 P/E (TTM): 20.61X Cap: $52.11B
  • View URI Profile
  • View Questions on URI
• Nutanix Inc. (NTNX $58.77)
  • $58.77 P/E (TTM): 88.65X Cap: $15.67B
  • View NTNX Profile
  • View Questions on NTNX
• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
  • View Questions on AXON
• EnerSys (ENS $141.10)
  • $141.10 P/E (TTM): 16.16X Cap: $5.18B
  • View ENS Profile
  • View Questions on ENS
• Nebius Group N.V. (NBIS $88.88)
  • $88.88 Cap: $21.88B
  • View NBIS Profile
  • View Questions on NBIS

Q: Simple question. What are the 5 best Canadian stocks to hold for 10 years that have no or minimal dividends and are not small caps. What are the 5 best US stocks that are found on the list of CDR’s for a 10 year hold.

Upvote 33

Read Answer Asked by Todd on October 15, 2025