Q: Could you kindly elaborate FUNDAMENTALLY why you already mothballed DEFI and not GLXY !
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Toronto-Dominion Bank (The) (TD $109.78)
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Bank of Nova Scotia (The) (BNS $88.84)
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Canadian Natural Resources Limited (CNQ $43.97)
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Sun Life Financial Inc. (SLF $86.24)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
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Constellation Software Inc. (CSU $3,936.19)
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Fortis Inc. (FTS $71.46)
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Tourmaline Oil Corp. (TOU $59.67)
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Toromont Industries Ltd. (TIH $157.24)
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Miscellaneous (MISC)
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goeasy Ltd. (GSY $158.29)
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EQB Inc. (EQB $91.53)
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D2L Inc. Subordinate Voting Shares (DTOL $17.60)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
Q: Hi Chris, With today's blood bath, please advise if you think of screaming buy high conviction stocks for growth and dividend. If possible price range too. Thanks
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NVIDIA Corporation (NVDA $183.16)
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Constellation Software Inc. (CSU $3,936.19)
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Sportradar Group AG (SRAD $24.25)
Q: Hi Team,
With these uncertain times and some talk of cutbacks in data centre investment I was considering selling 50% of my Nvda investment and buying Csu and Srad with the proceeds. My timeframe is 10yrs or so. Would you consider this advisable or should I hold out and hope nvda gets its mojo back?
Thanks,
Shane
With these uncertain times and some talk of cutbacks in data centre investment I was considering selling 50% of my Nvda investment and buying Csu and Srad with the proceeds. My timeframe is 10yrs or so. Would you consider this advisable or should I hold out and hope nvda gets its mojo back?
Thanks,
Shane
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Meta Platforms Inc. (META $705.30)
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Alphabet Inc. (GOOG $237.49)
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Booking Holdings Inc. (BKNG $5,164.93)
Q: What buy the dip stocks would you grab? I was thinking shopify because it was done so much. Thanks as always for your sober advice in these stressful times.
Jason
Jason
Q: Please provide me with 6 best stock in USA and CDN to get into now.
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goeasy Ltd. (GSY $158.29)
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TerraVest Industries Inc. (TVK $137.00)
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Lemonade Inc. (LMND $48.04)
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Genius Sports Limited (GENI $11.49)
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Cellebrite DI Ltd. (CLBT $19.10)
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Sportradar Group AG (SRAD $24.25)
Q: In current market and given the uncertainty over the next 6 to 12 months, would you be buying small to mid cap stocks or would you wait for uncertainty to settle?
What would be your top 3 Canadian and US small/mid cap names?
Thanks
Tim
What would be your top 3 Canadian and US small/mid cap names?
Thanks
Tim
Q: Hi,
Comments on Q4 and FY please. Any noteworthy positives/negatives you see in future commentary?
I saw that the president is leaving in May 2025...any concerns?
Still one of your small cap favs?
Comments on Q4 and FY please. Any noteworthy positives/negatives you see in future commentary?
I saw that the president is leaving in May 2025...any concerns?
Still one of your small cap favs?
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Oracle Corporation (ORCL $292.96)
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Descartes Systems Group Inc. (The) (DSG $133.62)
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Kinaxis Inc. (KXS $182.12)
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SAP SE ADS (SAP $265.53)
Q: what 3 metrics do you use to value DSG. compare these to the last 3 years is DSG close to a duopoly. if not name their major competitors. thanks Richard
Q: What are your thoughts on Aritzia at these levels and what would cause such a drop in value that is significantly greater than the market sell off in general.
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Freeport-McMoRan Inc. (FCX $40.88)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $58.64)
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Capstone Copper Corp. (CS $12.71)
Q: With all the current turbulence, what is your outlook on copper in general, and specifically Capstone? Thanks.
Q: Any reason why GLXY is down significantly with the price of BITCOIN flat?
Thanks
Thanks
Q: thoughts on Q results for Glxy/t, and your opinion going forward, is there much difference in performance, etc... of glxy vs Defi/t... thanks as always, jb
Q: Can I please have your comments on Galaxy Digital Holding's last quarter?
Thank you
Thank you
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Toronto-Dominion Bank (The) (TD $109.78)
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Bank of Nova Scotia (The) (BNS $88.84)
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Constellation Software Inc. (CSU $3,936.19)
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Dollarama Inc. (DOL $174.88)
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Intact Financial Corporation (IFC $269.60)
Q: Hi Gang,
If you had 40K CAD to invest in an unregistered account for a short 2 yr old.. given the environment in which we are in....Where would you invest? Sector is irrelevant - CAD stock is a must (I can't stomach the hit on conversion) UNLESS there is a CDR you would recommend although I know you prefer the real deal. Can be one or multiple. Goal is to maximize growth while preserving capital. Thank you!
If you had 40K CAD to invest in an unregistered account for a short 2 yr old.. given the environment in which we are in....Where would you invest? Sector is irrelevant - CAD stock is a must (I can't stomach the hit on conversion) UNLESS there is a CDR you would recommend although I know you prefer the real deal. Can be one or multiple. Goal is to maximize growth while preserving capital. Thank you!
Q: Hello Team,
In one answer you stated NBIS is very high risk and in another you stated that half the market cap is in cash. If half the market cap is in cash doesn’t that make it far less risky? Can you please provide a current valuation, your thoughts on the investment thesis and what price it would be a table pounding buy?
In one answer you stated NBIS is very high risk and in another you stated that half the market cap is in cash. If half the market cap is in cash doesn’t that make it far less risky? Can you please provide a current valuation, your thoughts on the investment thesis and what price it would be a table pounding buy?
Q: What are the prospects for future growth? Thanks.
Q: hello 5i:
IF one wanted to buy one Consumer Discretionary stock and nothing the obvious size difference, could you comment on current fundamental/valuation differences, growth rates, balance sheet advantages, etc
thanks
Paul L
IF one wanted to buy one Consumer Discretionary stock and nothing the obvious size difference, could you comment on current fundamental/valuation differences, growth rates, balance sheet advantages, etc
thanks
Paul L
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NVIDIA Corporation (NVDA $183.16)
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Seagate Technology Holdings PLC (STX $214.38)
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Salesforce Inc. (CRM $241.68)
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Celestica Inc. (CLS $341.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Coherent Corp. (COHR $111.10)
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CrowdStrike Holdings Inc. (CRWD $493.66)
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VanEck Vectors Semiconductor ETF (SMH $325.34)
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Vertiv Holdings LLC Class A (VRT $169.01)
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Intapp Inc. (INTA $37.76)
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Credo Technology Group Holding Ltd (CRDO $138.83)
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Nebius Group N.V. (NBIS $129.58)
Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?
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Amazon.com Inc. (AMZN $216.37)
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Alphabet Inc. (GOOG $237.49)
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Booking Holdings Inc. (BKNG $5,164.93)
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Constellation Software Inc. (CSU $3,936.19)
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Intact Financial Corporation (IFC $269.60)
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WSP Global Inc. (WSP $279.34)
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Thomson Reuters Corporation (TRI $212.03)
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Berkshire Hathaway Inc. (BRK.B $489.13)
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Trane Technologies plc (TT $414.14)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
Q: Hi Guys,
With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?
thanks
Jim
With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?
thanks
Jim
Q: With the CDR what is the breakdown of share portion you own if buying this? Example 1CDR = .05 of an actual share of Palantir. In light of the current market and potential future of Ai what is your feeling on PLTR besides having an extreme valuation.
Thanks
Thanks