Investment Q&A

• Strategy Inc (MSTR $304.79)
  • $304.79 P/E (TTM): 29.3X Cap: $86.42B
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• Galaxy Digital Inc. Class A common stock (GLXY $55.13)
  • $55.13 Cap: $20.74B
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• Coinbase Global Inc (COIN $357.01)
  • $357.01 P/E (TTM): 37.43X Cap: $91.72B
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• Fidelity Advantage Bitcoin ETF (FBTC $53.78)
  • $53.78 Cap: $1.58B
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• ISHARES BITCOIN TR (IBIT $66.20)
  • $66.20 Cap: $90.64B
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• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $101.73)
  • $101.73 Cap: $22.03B
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Q: I'm looking to add some bitcoin exposure to my portfolio. What is the best way to do this? I know of MSTR and FBTC but I saw in a previous question that you prefer the bitcoin etf or whatnot to be in usd. Can you recommend some stocks or ETF that would give this exposure without having to purchase it directly?

Upvote 2

Read Answer Asked by Danielle on May 20, 2025

Q: As an investment in the cryptocurrency theme, what can you tell me about Hyperliquid.

Upvote 1

Read Answer Asked by Geoffrey on May 20, 2025

• Canadian Natural Resources Limited (CNQ $43.97)
  • $43.97 P/E (TTM): 11.64X Cap: $91.84B
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• Peyto Exploration & Development Corp. (PEY $18.95)
  • $18.95 P/E (TTM): 11.99X Cap: $3.78B
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• Celestica Inc. (CLS $341.62)
  • $341.62 P/E (TTM): 58.68X Cap: $39.29B
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• Magna International Inc. (MG $60.97)
  • $60.97 P/E (TTM): 10.6X Cap: $17.18B
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• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.63X Cap: $2.54B
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• Vitalhub Corp. (VHI $10.87)
  • $10.87 P/E (TTM): 132.59X Cap: $609M
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• Construction Partners Inc. (ROAD $122.98)
  • $122.98 P/E (TTM): 89.19X Cap: $6.89B
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• Cellebrite DI Ltd. (CLBT $19.10)
  • $19.10 Cap: $4.57B
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• Propel Holdings Inc. (PRL $25.46)
  • $25.46 P/E (TTM): 12.84X Cap: $992M
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Q: I'm writing to follow up on your response to Josh's questions regarding beaten-down Canadian stocks.

Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?

Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.

Thank you,

Upvote 25

Read Answer Asked by Karim on May 20, 2025

• Leon's Furniture Limited (LNF $28.01)
  • $28.01 P/E (TTM): 12.19X Cap: $1.91B
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Q: Profit margin increased, higher revenue... in a tough retail environment Leon's seems to be getting stronger. Would you agree?
Could you comment on earnings.
Wouldyou add?

Upvote 3

Read Answer Asked by Harry on May 20, 2025

• Copart Inc. (CPRT $43.88)
  • $43.88 P/E (TTM): 28.97X Cap: $42.46B
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• Boyd Group Services Inc. (BYD $219.07)
  • $219.07 P/E (TTM): 433.41X Cap: $4.70B
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Q: Long time holder of BYD. Currently have BYD at 1.9% and CPRT at 1%. CPRT has really outperformed BYD over many timeframes. BYD is consumer cycl. and CPRT is industrial. I'm up 20% on BYD and 39% on CPRT. BYD has been a frustrating stock over the past few years but CPRT has shown resiliency and stable compounding growth. Thoughts on the BYD earnings and both companies going forward? Continue to hold both or I was thinking of selling BYD and adding to my CPRT. Thoughts? Thanks!

Upvote 6

Read Answer Asked by Keith on May 20, 2025

Q: Everyone, since January 1st I was down 23 % then today I have rebounded to even for the year. Lots of noise but having the best of the best means just waiting for the noise to end. The noise always ends! Clayton

Upvote 4

Read Answer Asked by Clayton on May 20, 2025

• Teradyne Inc. (TER $132.08)
  • $132.08 P/E (TTM): 50.41X Cap: $21.01B
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• Archer Aviation Inc. Class A (ACHR $11.97)
  • $11.97 Cap: $7.72B
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• Rivian Automotive Inc. (RIVN $12.80)
  • $12.80 Cap: $15.53B
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Q: Good Morning. Would appreciate your thoughts of these 3 smaller names after earnings and guidance. Thank you.

Upvote 2

Read Answer Asked by Paul on May 16, 2025

• Magna International Inc. (MG $60.97)
  • $60.97 P/E (TTM): 10.6X Cap: $17.18B
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Q: I am taking a tax loss on Magna, could you recommend a few industrial names for replacement with a dividend?

Thank you

Upvote 7

Read Answer Asked by Brent on May 16, 2025

• Canadian National Railway Company (CNR $132.24)
  • $132.24 P/E (TTM): 18.45X Cap: $82.54B
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• Canadian Pacific Kansas City Limited (CP $104.86)
  • $104.86 P/E (TTM): 23.65X Cap: $97.56B
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Q: Good morning,

if you had to pick one of these which would it be and why? Historically who has performed better.

Upvote 7

Read Answer Asked by Kolbi on May 16, 2025

• TELUS Corporation (T $21.34)
  • $21.34 P/E (TTM): 33.22X Cap: $32.75B
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• Cogeco Communications Inc. Subordinate Voting Shares (CCA $64.25)
  • $64.25 P/E (TTM): 8.31X Cap: $2.71B
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Q: Hello Team,
Could you give me a short commentary on both and which would you prefer for total return over the next couple of years. I already own Telus and wonder if there would be too much overlap to own both.
Thank You,
Barry

Upvote 4

Read Answer Asked by Barry on May 16, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $55.13)
  • $55.13 Cap: $20.74B
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Q: When does Galaxy enter the Nasdaq?

Upvote 2

Read Answer Asked by Lesley on May 16, 2025

• Bird Construction Inc. (BDT $30.28)
  • $30.28 P/E (TTM): 17.03X Cap: $1.67B
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Q: Peter; Could you comment on BDT numbers- seemed ok to me but Mr. Market doesn’t seem to like them ? Thanks .
Rod

Upvote 3

Read Answer Asked by Rodney on May 15, 2025

• Finning International Inc. (FTT $65.99)
  • $65.99 P/E (TTM): 14.29X Cap: $8.74B
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Q: Why FTT share price has increased so much in the last few days?

Thanks,

Upvote 2

Read Answer Asked by Liping on May 15, 2025

Q: Hi 5i!

Can you list 5 undervalued or beaten up Canadian stocks you feel are poised for growth in the next 2-3 years?
Also, RBC has had a real run, is it a good time to step in or would you wait? For a bank would you consider RBC’s stock price expensive?
Thanks for all you do!

Upvote 17

Read Answer Asked by Josh on May 15, 2025

• Power Corporation of Canada Subordinate Voting Shares (POW $62.29)
  • $62.29 P/E (TTM): 14.76X Cap: $39.94B
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• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $13.49)
  • $13.49 P/E (TTM): 19.2X Cap: $377M
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Q: I believe Power and Corbys reported. Your comments please

Upvote 3

Read Answer Asked by Margot on May 15, 2025

• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
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• AtkinsRéalis Group Inc. (ATRL $96.97)
  • $96.97 P/E (TTM): 6.9X Cap: $16.08B
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Q: Could you please provide earning estimates for Atkins Realis.

What would be your preference between ATRL and WSP and why ?

Thank You

Upvote 5

Read Answer Asked by rajeev on May 15, 2025

• CAE Inc. (CAE $27.20)
  • $27.20 P/E (TTM): 30.33X Cap: $8.72B
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Q: In the category of Defense equipment companies do you see CAE as a good buy or would Europe be a better place to look? I am not interested in U,S, companies.

Thank you,

Mike

Upvote 4

Read Answer Asked by Michael on May 15, 2025

• Air Canada Voting and Variable Voting Shares (AC $18.06)
  • $18.06 P/E (TTM): 4.96X Cap: $5.34B
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Q: Good afternoon,

AC announces terms of the $500 million issuer bid. The offer is a modified Dutch Auction at a price range $18.50 - $21.00, its not clear to me what price one can tender their shares . Please explain it to me simply.. Thanks , George

Upvote 3

Read Answer Asked by George on May 15, 2025

• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• AeroVironment Inc. (AVAV $392.29)
  • $392.29 Cap: $19.58B
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• L3Harris Technologies Inc. (LHX $292.34)
  • $292.34 P/E (TTM): 33.32X Cap: $54.69B
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• RTX Corporation (RTX $157.70)
  • $157.70 P/E (TTM): 35.64X Cap: $211.08B
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Q: Do you have any suggestions for companies that will benefit from potential increases in defense spending - Canada and US

Upvote 8

Read Answer Asked by Maria on May 15, 2025

• ATCO Ltd. Class I Non-voting Shares (ACO.X $51.15)
  • $51.15 P/E (TTM): 12.93X Cap: $5.74B
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Q: Hi Peter & Team,

Our new PM frequently mentions modular housing as a way to rapidly build up Canada's housing supply. Since ATCO is apparently a large player in modular housing, do you believe that this could provide some tailwinds to ATCO stock? Your insight is highly valued.

Upvote 3

Read Answer Asked by Jerry on May 15, 2025