Investment Q&A

• Sportradar Group AG (SRAD $21.71)
  • $21.71 Cap: $6.61B
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Q: Could i have your analysis of results - market not impressed

Upvote 3

Read Answer Asked by Scott on November 05, 2025

• AtkinsRéalis Group Inc. (ATRL $88.67)
  • $88.67 P/E (TTM): 6.05X Cap: $14.04B
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Q: What is your opinion on Atkins Realis Group and its current valuation ? This Co seems to have a stronghold in the infrastructure space globally including expertise in Nuclear reactors market. ( with all the power/energy needs around datacentres and US Admn push for nuclear energy).

We took a small initial position, with today's market pullback.

We also own WSP Global, for a while with a 3% position.

Does it make sense to own Both with an even split or just one holding is enough for this sector ? And if so, which will be your favorite and why ?

Thank You

Upvote 4

Read Answer Asked by rajeev on November 05, 2025

• Costco Wholesale Corporation (COST $888.85)
  • $888.85 P/E (TTM): 65.51X Cap: $396.68B
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• Intuitive Surgical Inc. (ISRG $564.95)
  • $564.95 P/E (TTM): 72.22X Cap: $196B
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• Microsoft Corporation (MSFT $486.80)
  • $486.80 P/E (TTM): 36.09X Cap: $3.67T
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• NVIDIA Corporation (NVDA $186.23)
  • $186.23 P/E (TTM): 53.16X Cap: $4.40T
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• Eli Lilly and Company (LLY $1,049.72)
  • $1,049.72 P/E (TTM): 49.99X Cap: $973.79B
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• Walmart Inc. (WMT $100.47)
  • $100.47 P/E (TTM): 38.7X Cap: $808.36B
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• Tesla Inc. (TSLA $403.10)
  • $403.10 P/E (TTM): 272.61X Cap: $1.33T
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• CrowdStrike Holdings Inc. (CRWD $521.24)
  • $521.24 Cap: $128.90B
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• DoorDash Inc. (DASH $202.27)
  • $202.27 P/E (TTM): 105.85X Cap: $89.19B
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• Robinhood Markets Inc. (HOOD $118.06)
  • $118.06 P/E (TTM): 48.32X Cap: $102.77B
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• Howmet Aerospace Inc. (HWM $201.88)
  • $201.88 P/E (TTM): 56.42X Cap: $80.90B
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Q: What might be 10 stocks (trading on a usa exchange but not necessarily a US company) that you would suggest holding for all of 2026 as a portfolio. Thank you.

Jason

Upvote 20

Read Answer Asked by Jason on November 05, 2025

• ATS Corporation (ATS $34.89)
  • $34.89 Cap: $3.41B
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Q: Hi there, can you please give an update on ATS earnings report yesterday?

Thanks.

Upvote 3

Read Answer Asked by Robert on November 05, 2025

• Kratos Defense & Security Solutions Inc. (KTOS $71.48)
  • $71.48 P/E (TTM): 540.31X Cap: $11.87B
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Q: Please give your thoughts on earnings and future prospects.
Thanks.

Upvote 2

Read Answer Asked by Catherine on November 05, 2025

• Miscellaneous (MISC)
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Q: Example on the 4th early morning indicated a big down day for the Market. As I have done in the past, I try to buy a couple on sale but when it opens up, within a short period of time, stocks are down 5% to 10%. I usually say I will buy the ones that are down the most. These are usually stocks in my account. They start going up and then they come down and go up and down. I end up getting a 10% stock at 5% less and after an hour or so, the stock is down 10% again. How should I purchase in this type of a mad scramble in the early morning?
Your expertise is greatly appreciated.

Upvote 15

Read Answer Asked by Dennis on November 05, 2025

• Meta Platforms Inc. (META $587.47)
  • $587.47 P/E (TTM): 26.66X Cap: $1.50T
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• Axon Enterprise Inc. (AXON $527.63)
  • $527.63 P/E (TTM): 172.24X Cap: $42.12B
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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

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $193.45)
  • $193.45 P/E (TTM): 60.99X Cap: $9.70B
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Q: Could you comment on Collier's earnings? Can you explain their 3 growth engines and separate the % they generate ? Thanks

Upvote 2

Read Answer Asked by jean on November 05, 2025

• Axon Enterprise Inc. (AXON $527.63)
  • $527.63 P/E (TTM): 172.24X Cap: $42.12B
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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

• S&P/TSX Composite Index (TSX $30,278.41)
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Q: Does someone have inside scoop that a poop storm is coming to Canada? Is our PE ratios out of whack with global comparable?...Is widespread selling Canada is beginning?..what gives? Thanks

Upvote 6

Read Answer Asked by adam on November 05, 2025

• Topicus.com Inc. (TOI $128.01)
  • $128.01 P/E (TTM): 1028.7X Cap: $11.04B
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Q: Your thoughts on Topicus quarter, please. Do you expect the market reaction to be better than Lumine ?

Thank You

Upvote 13

Read Answer Asked by rajeev on November 04, 2025

• Propel Holdings Inc. (PRL $20.50)
  • $20.50 P/E (TTM): 9.38X Cap: $818M
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Q: Could you comment on PRL's earnings? Thanks

Upvote 18

Read Answer Asked by Jeff on November 04, 2025

• Arista Networks Inc. (ANET $124.91)
  • $124.91 P/E (TTM): 48.26X Cap: $155.45B
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Q: Hi, Could you please comment on ANET earnings. Thank you

Upvote 1

Read Answer Asked by francis on November 04, 2025

• Axon Enterprise Inc. (AXON $527.63)
  • $527.63 P/E (TTM): 172.24X Cap: $42.12B
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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

• Zedcor Inc. (ZDC $5.83)
  • $5.83 P/E (TTM): 428.57X Cap: $606M
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Q: What are your thoughts on the upcoming Zedcor earnings?

Upvote 13

Read Answer Asked by Kim on November 04, 2025

• Valhi Inc. (VHI $12.14)
  • $12.14 P/E (TTM): 18.48X Cap: $347M
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Q: How would you rate this company today in terms of growth over the next year?

thanks

Upvote 1

Read Answer Asked by satish on November 04, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $49.25)
  • $49.25 P/E (TTM): 54.42X Cap: $22.54B
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Q: BIP.UN: owned for a very long time in N.R.A. Bought 1000 shs @ 48.16 in 2016 - now have 2250 shs (paid in dividend) so my A.C is very low. ($21,40) Price has been stagnant for quite a while: hold or sell and buy something else?

Upvote 7

Read Answer Asked by James on November 04, 2025

• Enterprise Group Inc. (E $1.20)
  • $1.20 P/E (TTM): 25.53X Cap: $93M
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Q: Thoughts on this company? Seems to be really struggling. When do they report ?

Upvote 3

Read Answer Asked by Andre on November 04, 2025

• Neo Performance Materials Inc. (NEO $16.91)
  • $16.91 Cap: $687M
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Q: Hi 5i,
NEO has been going down for some time.Do you know why? Would you be comfortable buying it here?
Thanks. Cheers

Upvote 1

Read Answer Asked by Hans on November 04, 2025

Q: Hi, I am asking your thoughts on Ninepoint money market ETF NSAV.NE It does not appear to be in your library. How does it compare to HISA's and other money market funds?
Thanks

Upvote 1

Read Answer Asked by Greg on November 04, 2025