Investment Q&A

• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• Coinbase Global Inc (COIN $191.25)
  • $191.25 P/E (TTM): 42.98X Cap: $50.37B
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Q: I hold a 3.55% position in COIN which has a nice gain so far. Recently I started a position in GLXY which has a weight of less than 1% and now trading at a loss. Is it a good idea to continue holding both? Should I persist with GLXY or go ahead with some tax loss selling.

Upvote 6

Read Answer Asked by Maureen on November 04, 2025

• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.88X Cap: $51.74B
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Q: Assuming that one is a bit overweight in CSU and lacking NVDA, how would you consider a reallocation of investment dollars at the current time (i.e., realizing they have been trending in opposite directions)?

Relatedly, would you be comfortable purchasing NVDA at current levels (~$205).

Thanks!

Upvote 11

Read Answer Asked by Steven on November 03, 2025

• Descartes Systems Group Inc. (The) (DSG $99.45)
  • $99.45 P/E (TTM): 40.37X Cap: $8.55B
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• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 42.69X Cap: $4B
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• Open Text Corporation (OTEX $31.51)
  • $31.51 P/E (TTM): 13.39X Cap: $7.89B
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• Canadian General Investments Limited (CGI $50.86)
  • $50.86 P/E (TTM): 25.51X Cap: $1.06B
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Q: I own all in small positions with goal to give some growth to a mostly dividend portfolio. With bad luck the only one I don't own is Celestica. I realize this is now the darling. Do I keep these or sell to buy Celestica? My only concern is chasing a hot stock which sometimes doesn't work out. Thank you!

Upvote 5

Read Answer Asked by Neil on November 03, 2025

• TMX Group Limited (X $55.48)
  • $55.48 P/E (TTM): 37.23X Cap: $15.43B
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• S&P Global Inc. (SPGI $426.06)
  • $426.06 P/E (TTM): 29.08X Cap: $126.11B
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• Cboe Global Markets Inc. (CBOE $326.96)
  • $326.96 P/E (TTM): 31.38X Cap: $34.24B
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Q: With these companies being in the Financial Exchanges and Data would TMX Group be considered a reasonable peer and favourable Canadian alternative with regard to growth prospects and valuation or do you have a few preferred alternatives? Thanks

Upvote 4

Read Answer Asked by Michael on November 03, 2025

• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 57.39X Cap: $65.47B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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• Electrovaya Inc. (ELVA $12.90)
  • $12.90 P/E (TTM): 93.21X Cap: $619M
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Q: What are 3 Canadian stocks tied to the hidden force behind the AI boom?

Upvote 10

Read Answer Asked by Jeff on November 03, 2025

• Meta Platforms Inc. (META $608.75)
  • $608.75 P/E (TTM): 25.92X Cap: $1.54T
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• Alphabet Inc. (GOOG $383.22)
  • $383.22 P/E (TTM): 35.45X Cap: $4.66T
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• Microsoft Corporation (MSFT $414.44)
  • $414.44 P/E (TTM): 25.92X Cap: $3.07T
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• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 57.39X Cap: $65.47B
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• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.28X Cap: $126.10B
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Q: What would be a good way to invest in AI? Reasonable risk level with 5 yr hold.

Upvote 18

Read Answer Asked by Tim on November 03, 2025

• Alphabet Inc. (GOOG $383.22)
  • $383.22 P/E (TTM): 35.45X Cap: $4.66T
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• United Rentals Inc. (URI $949.23)
  • $949.23 P/E (TTM): 24.59X Cap: $59.46B
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• Axon Enterprise Inc. (AXON $402.31)
  • $402.31 P/E (TTM): 266.43X Cap: $32.41B
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• CECO Environmental Corp. (CECO $74.30)
  • $74.30 P/E (TTM): 54.63X Cap: $2.66B
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• EnerSys (ENS $212.39)
  • $212.39 P/E (TTM): 26.32X Cap: $7.82B
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• RTX Corporation (RTX $173.99)
  • $173.99 P/E (TTM): 32.64X Cap: $234.30B
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• Karman Holdings Inc. (KRMN $65.73)
  • $65.73 P/E (TTM): 505.62X Cap: $8.71B
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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

Q: What are the current top 15 (US or CA) stocks to purchase for long term hold?
Thanks

Upvote 9

Read Answer Asked by Ben on November 03, 2025

• Alphabet Inc. (GOOG $383.22)
  • $383.22 P/E (TTM): 35.45X Cap: $4.66T
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• United Rentals Inc. (URI $949.23)
  • $949.23 P/E (TTM): 24.59X Cap: $59.46B
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• Monolithic Power Systems Inc. (MPWR $1,583.48)
  • $1,583.48 P/E (TTM): 123.13X Cap: $77.79B
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• Axon Enterprise Inc. (AXON $402.31)
  • $402.31 P/E (TTM): 266.43X Cap: $32.41B
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• CECO Environmental Corp. (CECO $74.30)
  • $74.30 P/E (TTM): 54.63X Cap: $2.66B
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• EnerSys (ENS $212.39)
  • $212.39 P/E (TTM): 26.32X Cap: $7.82B
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• Applovin Corporation (APP $460.00)
  • $460.00 P/E (TTM): 47.18X Cap: $154.69B
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• Nebius Group N.V. (NBIS $154.49)
  • $154.49 Cap: $39.22B
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• Karman Holdings Inc. (KRMN $65.73)
  • $65.73 P/E (TTM): 505.62X Cap: $8.71B
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• Ouster Inc. (OUST $26.45)
  • $26.45 Cap: $1.68B
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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 42

Read Answer Asked by Nick on November 03, 2025

• Aecon Group Inc. (ARE $51.76)
  • $51.76 P/E (TTM): 246.48X Cap: $3.54B
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• MDA Space Ltd. (MDA $42.00)
  • $42.00 P/E (TTM): 50.0X Cap: $5.82B
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Q: Any news on MDA big drop? Thinking of moving out into Are which is gaining momentum,

Upvote 5

Read Answer Asked by Helen on October 31, 2025

• 5N Plus Inc. (VNP $34.96)
  • $34.96 P/E (TTM): 45.11X Cap: $3.14B
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• Lumine Group Inc. (LMN $20.64)
  • $20.64 P/E (TTM): 33.98X Cap: $5.29B
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Q: I am thinking of adding either LMN or VPN to my TFSA. Appreciate knowing which stock has the best growth potential and the risk associated with each.

Wayne

Upvote 9

Read Answer Asked by Wayne on October 31, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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Q: Any thought on this downward trend? Buy hold or sell for a taxloss?Thanks Larry

Upvote 11

Read Answer Asked by Larry on October 31, 2025

• ViaSat Inc. (VSAT $65.12)
  • $65.12 Cap: $8.05B
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• MDA Space Ltd. (MDA $42.00)
  • $42.00 P/E (TTM): 50.0X Cap: $5.82B
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• AST SpaceMobile Inc. (ASTS $70.89)
  • $70.89 Cap: $27.50B
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• Telesat Corporation Common and Variable Voting Shares (TSAT $66.00)
  • $66.00 Cap: $2.38B
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• Rocket Lab Corporation (RKLB $78.81)
  • $78.81 Cap: $45.37B
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Q: Current thoughts on this company? Thank you

Upvote 4

Read Answer Asked by Terry on October 31, 2025

• Uber Technologies Inc. (UBER $75.12)
  • $75.12 P/E (TTM): 15.88X Cap: $153.46B
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Q: Hello 5i
What do think about Uber from a growth perspective? Do you consider it a worthwhile investment ?
Thanks as always

Upvote 6

Read Answer Asked by Jocelyne on October 30, 2025

• Mirion Technologies Inc. Class A (MIR $19.63)
  • $19.63 P/E (TTM): 178.45X Cap: $4.94B
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Q: Please give me your thoughts on this companies? Is it a good growth prospect and what about its perspectives in a 3 years range ?

Thank you in advance

Upvote 3

Read Answer Asked by Gabriel on October 30, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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Q: In your answer to Paul F’s question it sounds like GLXY has many parts. If so, is their future success likely to be constrained due to being “ jack of all trades, master of none”? Or are they strong enough in all the areas you mentioned to provide the leverage to be a likely BIG player in the near and long term?

Upvote 9

Read Answer Asked by Donald on October 30, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $289.61)
  • $289.61 P/E (TTM): 47.71X Cap: $3.44B
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• Neo Performance Materials Inc. (NEO $26.71)
  • $26.71 Cap: $1.11B
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• Vitalhub Corp. (VHI $8.00)
  • $8.00 P/E (TTM): 80.0X Cap: $505M
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Q: I hold all three in an RESP that has to be wrapped up in 2026 so will be making larger than usual withdrawals. In what order would you sell and would you buyback in other accounts.

Upvote 6

Read Answer Asked by Brendon on October 29, 2025

• Hut 8 Corp. (HUT $104.66)
  • $104.66 P/E (TTM): 343.73X Cap: $11.77B
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Q: Initially I would appreciate your comments regarding:
1. Sensitivity to Bitcoin Price
2. Energy and Expansion Strategy
3. Diversification and Revenue Streams
4. Interest Rate Environment Impact
5. Expansion and Capital Allocation

Your comments regarding initiating a position in this company\
Thanks
Rick

Upvote 2

Read Answer Asked by Rick on October 29, 2025

• PayPal Holdings Inc. (PYPL $50.44)
  • $50.44 P/E (TTM): 9.32X Cap: $46.43B
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• Visa Inc. (V $328.03)
  • $328.03 P/E (TTM): 30.8X Cap: $621.44B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
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• Shift4 Payments Inc. Class A (FOUR $45.21)
  • $45.21 P/E (TTM): 64.68X Cap: $3.58B
  • View FOUR Profile
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• Applovin Corporation (APP $460.00)
  • $460.00 P/E (TTM): 47.18X Cap: $154.69B
  • View APP Profile
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• Coinbase Global Inc (COIN $191.25)
  • $191.25 P/E (TTM): 42.98X Cap: $50.37B
  • View COIN Profile
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• Sezzle Inc. (SEZL $85.46)
  • $85.46 P/E (TTM): 22.91X Cap: $2.88B
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Q: Hello 5i,

We are perplexed on which payment stocks to purchase. FOUR seems to be somewhat of a disappointment so far, though many have fallen from grace this year and a path to digital payments through crypto looks promising though we are not sure how this will shake out.

Can you comment on the best way to capitalize on stocks in this sector and rank the top 3 payment stocks (in order please) to hold for 5 years or longer.

Thank you

D&J

Upvote 4

Read Answer Asked by Jerry on October 29, 2025

• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
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• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 42.69X Cap: $4B
  • View KXS Profile
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• Palantir Technologies Inc. (PLTR $144.07)
  • $144.07 P/E (TTM): 228.68X Cap: $345.35B
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Q: NVDA and PLTR announced a partnership to develop a business for corporate supply chain logistics. Is KXS about to get their lunch eaten by these big players?

Thanks.

Upvote 6

Read Answer Asked by Joel on October 29, 2025