Investment Q&A

• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
  • View SOFI Profile
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• Robinhood Markets Inc. (HOOD $82.82)
  • $82.82 P/E (TTM): 30.28X Cap: $74.47B
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Q: I have positions in these stocks, any in particular you would recommend buying the dip?

Upvote 3

Read Answer Asked by Danielle on February 04, 2026

• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
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• Robinhood Markets Inc. (HOOD $82.82)
  • $82.82 P/E (TTM): 30.28X Cap: $74.47B
  • View HOOD Profile
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Q: Hi! I keep seeing commercials for Sofi accounts in the US, and it seems enticing. I never see commercials for Robinhood. I hold HOOD and am wondering what the difference is between this and Sofi. Why should one continue to hold HOOD, and is the negative momentum due to competition? Does one hold through this negative momentum? Thank you for your insight.

Upvote 1

Read Answer Asked by Neil on January 29, 2026

• Shift4 Payments Inc. Class A (FOUR $59.28)
  • $59.28 P/E (TTM): 27.27X Cap: $5.25B
  • View FOUR Profile
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• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
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• Sezzle Inc. (SEZL $67.71)
  • $67.71 Cap: $2.31B
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Q: Apologies for yet another comparison question but i need to consolidate some holdings. These aren't exactly apples to apples, but at current prices, could i get your preference from most to least attractive.

Upvote 2

Read Answer Asked by dan on January 28, 2026

• Equifax Inc. (EFX $195.62)
  • $195.62 P/E (TTM): 36.18X Cap: $22.15B
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• Affirm Holdings Inc. (AFRM $57.03)
  • $57.03 P/E (TTM): 86.12X Cap: $18.99B
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• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
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• Reddit Inc. Class A (RDDT $139.83)
  • $139.83 P/E (TTM): 24.6X Cap: $26.49B
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• Rocket Lab Corporation (RKLB $72.32)
  • $72.32 Cap: $38.63B
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Q: Hi 5i team,

Are there any interesting and investible stocks that are showing up on your radar that are close to turning a profit (maybe a quarter or 2 away) or have just turned profitable? Similar to a company who just initiated their first dividend, these types of stocks tend to get noticed quickly in the investment community. I assume these would be small and/or mid cap and thus higher risk but that is fine.
I/we sincerely appreciate your sage advice throughout the year and especially in the difficult weeks ...keeping us calm.
All the best to your entire staff and families during the holiday season and into 2026!!!

Cheers,
Steve

Upvote 5

Read Answer Asked by Stephen on December 17, 2025

• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
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Q: Can you provide your opinion of this bought deal. Pros and Cons. Particularly longer term.

Upvote 1

Read Answer Asked by Chris on December 05, 2025

• EQB Inc. (EQB $114.32)
  • $114.32 P/E (TTM): 16.82X Cap: $4.29B
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• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
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Q: Which of these two has the greatest growth potential over the next 5 years?
Thanks

Upvote 5

Read Answer Asked by Dave on November 04, 2025

• Lemonade Inc. (LMND $74.26)
  • $74.26 Cap: $5.54B
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• Root Inc. (ROOT $62.08)
  • $62.08 P/E (TTM): 16.82X Cap: $962M
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• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
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• Pagaya Technologies Ltd. (PGY $18.64)
  • $18.64 Cap: $1.59B
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Q: Hi, I’m considering adding these to my portfolio. What’s your opinion on them, how would you rate them, and what would be a good entry price?

Upvote 3

Read Answer Asked by Abolfazl on October 31, 2025

• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 31.45X Cap: $2.24T
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• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.68X Cap: $1.67T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• United Rentals Inc. (URI $899.55)
  • $899.55 P/E (TTM): 21.84X Cap: $56.66B
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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• Axon Enterprise Inc. (AXON $414.20)
  • $414.20 P/E (TTM): 126.07X Cap: $32.87B
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• CECO Environmental Corp. (CECO $72.37)
  • $72.37 P/E (TTM): 47.93X Cap: $2.57B
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• Eagle Materials Inc (EXP $225.85)
  • $225.85 P/E (TTM): 16.47X Cap: $7.09B
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• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
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• Celsius Holdings Inc. (CELH $50.57)
  • $50.57 P/E (TTM): 436.09X Cap: $13.03B
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• Palantir Technologies Inc. (PLTR $135.90)
  • $135.90 P/E (TTM): 309.55X Cap: $323.90B
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• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
  • View SOFI Profile
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• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
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• Karman Holdings Inc. (KRMN $95.36)
  • $95.36 P/E (TTM): 1282.57X Cap: $12.61B
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• Ouster Inc. (OUST $19.42)
  • $19.42 Cap: $1.16B
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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 23

Read Answer Asked by Danielle on October 27, 2025

• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• Nutanix Inc. (NTNX $40.26)
  • $40.26 P/E (TTM): 50.51X Cap: $10.84B
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• Axon Enterprise Inc. (AXON $414.20)
  • $414.20 P/E (TTM): 126.07X Cap: $32.87B
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• CECO Environmental Corp. (CECO $72.37)
  • $72.37 P/E (TTM): 47.93X Cap: $2.57B
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• Applovin Corporation (APP $406.72)
  • $406.72 P/E (TTM): 45.52X Cap: $137.45B
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• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
  • View SOFI Profile
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• Robinhood Markets Inc. (HOOD $82.82)
  • $82.82 P/E (TTM): 30.28X Cap: $74.47B
  • View HOOD Profile
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• Sportradar Group AG (SRAD $16.99)
  • $16.99 Cap: $5.08B
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• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
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Q: Looking to reduce holding size after very favourable gains. What 3 or 4 names in the US would you consider for re deployment? (I hold NBIS already). Thanks.

Upvote 13

Read Answer Asked by Chris on October 01, 2025

• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
  • View SOFI Profile
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Q: What potential reward / risk do you see investing in SOFI? I already own HOOD

Upvote 1

Read Answer Asked by Mark on August 11, 2025

• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
  • View SOFI Profile
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• Robinhood Markets Inc. (HOOD $82.82)
  • $82.82 P/E (TTM): 30.28X Cap: $74.47B
  • View HOOD Profile
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Q: HOOD or SOFI and why? Long term hold!

Upvote 9

Read Answer Asked by Danielle on July 15, 2025

• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
  • View SOFI Profile
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Q: How do you like its future. 10 years forward looking is there a large addressable market for growth & profitability. Could it be a take over target?

Upvote 3

Read Answer Asked by Chris on July 08, 2025

• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
  • View SOFI Profile
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• Definity Financial Corporation (DFY $66.16)
  • $66.16 P/E (TTM): 20.54X Cap: $8.04B
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Q: Do you consider these stocks as Buys at current prices? Which has better appreciation potential? Which is higher risk? Thanks

Upvote 4

Read Answer Asked by Charles on May 30, 2025

• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 31.45X Cap: $2.24T
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• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.68X Cap: $1.67T
  • View META Profile
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
  • View GOOG Profile
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• iShares Russell 2000 Growth ETF (IWO $339.48)
  • $339.48 P/E (TTM): 22.36X Cap: $13.46B
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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• Uber Technologies Inc. (UBER $74.77)
  • $74.77 P/E (TTM): 9.67X Cap: $155.35B
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• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
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• Palantir Technologies Inc. (PLTR $135.90)
  • $135.90 P/E (TTM): 309.55X Cap: $323.90B
  • View PLTR Profile
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• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
  • View SOFI Profile
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Q: All of these stocks I have positions in and would like to add only if the price is right. Can you give me a target number for each stock listed? CRWD, PLTR, SOFI, AMD, GOOG, IWO, META, AMZN, GSY, UBER, L, DOL. Take as many credits as you need. I'm 33 and these are for retirement so long term horizon.

Upvote 20

Read Answer Asked by Danielle on May 16, 2025

• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
  • View SOFI Profile
  • View Questions on SOFI

Q: Can you update your opinion on SOFI please? I know it was spoken of positively and rose near $18. How does it look to you at $10+? What would cause you to start a position and at what price? What do you consider to be fair value?

Upvote 3

Read Answer Asked by Tim on April 15, 2025

• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 62.92X Cap: $173.35B
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• Crocs Inc. (CROX $85.81)
  • $85.81 P/E (TTM): 27.52X Cap: $4.45B
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• Freshworks Inc. (FRSH $8.92)
  • $8.92 Cap: $2.51B
  • View FRSH Profile
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• Construction Partners Inc. (ROAD $127.05)
  • $127.05 P/E (TTM): 70.14X Cap: $7.17B
  • View ROAD Profile
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• Shift4 Payments Inc. Class A (FOUR $59.28)
  • $59.28 P/E (TTM): 27.27X Cap: $5.25B
  • View FOUR Profile
  • View Questions on FOUR
• Celsius Holdings Inc. (CELH $50.57)
  • $50.57 P/E (TTM): 436.09X Cap: $13.03B
  • View CELH Profile
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• Snowflake Inc. (SNOW $168.43)
  • $168.43 Cap: $57.63B
  • View SNOW Profile
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• Cantaloupe Inc. (CTLP $10.66)
  • $10.66 P/E (TTM): 13.34X Cap: $777M
  • View CTLP Profile
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• Genius Sports Limited (GENI $6.09)
  • $6.09 Cap: $1.46B
  • View GENI Profile
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• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
  • View SOFI Profile
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• Cellebrite DI Ltd. (CLBT $14.17)
  • $14.17 Cap: $3.39B
  • View CLBT Profile
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• ReposiTrak Inc. (TRAK $10.36)
  • $10.36 P/E (TTM): 28.14X Cap: $189M
  • View TRAK Profile
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• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hello Team,

Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.

Upvote 10

Read Answer Asked by Kevin on March 20, 2025

• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
  • View SOFI Profile
  • View Questions on SOFI

Q: I find the pace of disruption and innovation in the fintech space is evolving very rapidly so its hard to pick winners. What do you think of SOFI as a long term position. Quality of management, business moat , growth profile, competition, risk of disruption?

Thanks.

Upvote 2

Read Answer Asked by Joel on February 26, 2025

• Zedcor Inc. (ZDC $6.16)
  • $6.16 P/E (TTM): 430.71X Cap: $650M
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• kneat.com inc. (KSI $4.21)
  • $4.21 Cap: $401M
  • View KSI Profile
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• Vitalhub Corp. (VHI $8.10)
  • $8.10 P/E (TTM): 159.61X Cap: $511M
  • View VHI Profile
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  • View Reports on VHI
• Freshworks Inc. (FRSH $8.92)
  • $8.92 Cap: $2.51B
  • View FRSH Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $26.98)
  • $26.98 Cap: $10.53B
  • View GLXY Profile
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  • View Reports on GLXY
• Docebo Inc. (DCBO $26.09)
  • $26.09 P/E (TTM): 25.02X Cap: $749M
  • View DCBO Profile
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  • View Reports on DCBO
• Shift4 Payments Inc. Class A (FOUR $59.28)
  • $59.28 P/E (TTM): 27.27X Cap: $5.25B
  • View FOUR Profile
  • View Questions on FOUR
• Cantaloupe Inc. (CTLP $10.66)
  • $10.66 P/E (TTM): 13.34X Cap: $777M
  • View CTLP Profile
  • View Questions on CTLP
• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
  • View SOFI Profile
  • View Questions on SOFI
• D2L Inc. Subordinate Voting Shares (DTOL $11.10)
  • $11.10 P/E (TTM): 14.19X Cap: $606M
  • View DTOL Profile
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  • View Reports on DTOL
• ReposiTrak Inc. (TRAK $10.36)
  • $10.36 P/E (TTM): 28.14X Cap: $189M
  • View TRAK Profile
  • View Questions on TRAK
• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hello Team,

I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks

Upvote 17

Read Answer Asked by Kevin on February 19, 2025

• Goosehead Insurance Inc. (GSHD $66.17)
  • $66.17 P/E (TTM): 56.15X Cap: $2.43B
  • View GSHD Profile
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• Freshworks Inc. (FRSH $8.92)
  • $8.92 Cap: $2.51B
  • View FRSH Profile
  • View Questions on FRSH
• Construction Partners Inc. (ROAD $127.05)
  • $127.05 P/E (TTM): 70.14X Cap: $7.17B
  • View ROAD Profile
  • View Questions on ROAD
• Shift4 Payments Inc. Class A (FOUR $59.28)
  • $59.28 P/E (TTM): 27.27X Cap: $5.25B
  • View FOUR Profile
  • View Questions on FOUR
• Cantaloupe Inc. (CTLP $10.66)
  • $10.66 P/E (TTM): 13.34X Cap: $777M
  • View CTLP Profile
  • View Questions on CTLP
• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
  • View SOFI Profile
  • View Questions on SOFI
• Cellebrite DI Ltd. (CLBT $14.17)
  • $14.17 Cap: $3.39B
  • View CLBT Profile
  • View Questions on CLBT
• ReposiTrak Inc. (TRAK $10.36)
  • $10.36 P/E (TTM): 28.14X Cap: $189M
  • View TRAK Profile
  • View Questions on TRAK
• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
  • View NBIS Profile
  • View Questions on NBIS

Q: Can you provide a short list of small or mid cap US stocks that you would recommend?

Upvote 17

Read Answer Asked by Jim on February 12, 2025

• Nasdaq Inc. (NDAQ $84.83)
  • $84.83 P/E (TTM): 30.43X Cap: $48.43B
  • View NDAQ Profile
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• Bank of America Corporation (BAC $56.53)
  • $56.53 P/E (TTM): 15.01X Cap: $412.81B
  • View BAC Profile
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• Goldman Sachs Group Inc. (The) (GS $928.75)
  • $928.75 P/E (TTM): 18.09X Cap: $267.05B
  • View GS Profile
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• Intercontinental Exchange Inc. (ICE $169.00)
  • $169.00 P/E (TTM): 30.65X Cap: $95.97B
  • View ICE Profile
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• JPMorgan Chase & Co. (JPM $322.40)
  • $322.40 P/E (TTM): 15.35X Cap: $877.65B
  • View JPM Profile
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• M&T Bank Corporation (MTB $238.01)
  • $238.01 P/E (TTM): 14.4X Cap: $36.57B
  • View MTB Profile
  • View Questions on MTB
• BMO Equal Weight US Banks Index ETF (ZBK $46.71)
  • $46.71 P/E (TTM): 12.09X Cap: $660M
  • View ZBK Profile
  • View Questions on ZBK
• State Street SPDR S&P Regional Banking ETF (KRE $73.63)
  • $73.63 P/E (TTM): 13.03X Cap: $4.60B
  • View KRE Profile
  • View Questions on KRE
• S&P Global Inc. (SPGI $439.28)
  • $439.28 P/E (TTM): 32.85X Cap: $133.01B
  • View SPGI Profile
  • View Questions on SPGI
• MSCI Inc. (MSCI $557.78)
  • $557.78 P/E (TTM): 35.88X Cap: $41.91B
  • View MSCI Profile
  • View Questions on MSCI
• GLOBAL X FDS (FINX $24.70)
  • $24.70 P/E (TTM): 31.8X Cap: $206M
  • View FINX Profile
  • View Questions on FINX
• Citizens Financial Group Inc. (CFG $68.12)
  • $68.12 P/E (TTM): 18.66X Cap: $29.25B
  • View CFG Profile
  • View Questions on CFG
• Western Alliance Bancorporation (DE) (WAL $94.39)
  • $94.39 P/E (TTM): 11.28X Cap: $10.38B
  • View WAL Profile
  • View Questions on WAL
• Truist Financial Corporation (TFC $55.81)
  • $55.81 P/E (TTM): 14.7X Cap: $71.39B
  • View TFC Profile
  • View Questions on TFC
• ARK Blockchain & Fintech Innovation ETF (ARKF $38.80)
  • $38.80 P/E (TTM): 39.19X Cap: $989M
  • View ARKF Profile
  • View Questions on ARKF
• SoFi Technologies Inc. (SOFI $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
  • View SOFI Profile
  • View Questions on SOFI
• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
  • View FISV Profile
  • View Questions on FISV

Q: Ignoring any crypto implications (I am decently invested in that area), do you think liberalizing the financial regulations in the US is likely to produce outsized short to medium term gains in that sector? If so, can you recommend a couple of solid names, a couple of speculative names and a couple of ETFs. Thanks again for the great service.

Upvote 6

Read Answer Asked by Alex on February 07, 2025