Q: What’s going on with MDA?
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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.
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?
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NVIDIA Corporation (NVDA $173.20)
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Kinaxis Inc. (KXS $176.25)
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Palantir Technologies Inc. (PLTR $159.46)
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.
Thanks.
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Goldman Sachs Group Inc. (The) (GS $801.61)
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JPMorgan Chase & Co. (JPM $301.02)
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Galaxy Digital Inc. Class A common stock (GLXY $33.66)
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Coinbase Global Inc (COIN $247.33)
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Robinhood Markets Inc. (HOOD $111.62)
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Core Scientific Inc. (CORZ $15.14)
Q: Is this primarily a tech company or more of a 50/50 hybrid with the financial sector?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Questions on KBL:
Can you please comment on:
- Balance sheet quality
- Management
- Current valuation relative to its history
Considering its 12-year dividend-raising drought, is there a history of companies going long periods without raising before resuming once again. Wondering if there is any hope.
A somewhat related question.......
KBL is rated B+ in your reports. Does your rating system take into account any risk profile? For instance, I believe PRL is also rated B+. So from an overall risk standpoint, would you see these two companies at roughly a similar level of risk?
Can you please comment on:
- Balance sheet quality
- Management
- Current valuation relative to its history
Considering its 12-year dividend-raising drought, is there a history of companies going long periods without raising before resuming once again. Wondering if there is any hope.
A somewhat related question.......
KBL is rated B+ in your reports. Does your rating system take into account any risk profile? For instance, I believe PRL is also rated B+. So from an overall risk standpoint, would you see these two companies at roughly a similar level of risk?
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Dollarama Inc. (DOL $199.23)
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Thomson Reuters Corporation (TRI $187.20)
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goeasy Ltd. (GSY $127.99)
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5N Plus Inc. (VNP $19.15)
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kneat.com inc. (KSI $4.06)
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Vitalhub Corp. (VHI $9.34)
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Galaxy Digital Inc. Class A common stock (GLXY $33.66)
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Propel Holdings Inc. (PRL $21.78)
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D2L Inc. Subordinate Voting Shares (DTOL $16.90)
Q: Based on what happened to companies in the recent pullback are there any of your favourite Canadian growth stocks that provide better investment opportunities today than they did last week? If so, please list them in the order that you would purchase them today.
Q: With major banks like JPMorgan now planning to offer crypto-collateralized loans and expand into digital-asset services, I’m wondering how this might affect Galaxy Digital’s competitive moat. Could the entry of large, well-capitalized banks put pressure on Galaxy’s market share or margins, especially in institutional lending and trading? At the same time, what advantages does Galaxy still hold that could help it maintain its position as a leading “crypto bank”? In other words, as more traditional financial institutions begin offering similar products, why would institutional clients or investors continue choosing Galaxy over a major bank?
Q: Could I have your opinion on HME please. Is it in your Income Portfolio as mention on October 15 post? If so I am not seeing it...
Many thanks!
Many thanks!
Q: I recently bought a small position in Galaxy Digital. Am I correct that up until the launch of GalaxyOne, the platform was only open to institutional investors? Also, I was looking at the latest earnings and where does Treasury Management and Corporate fit in and what is it? Is it GLXY’s own investment in digital assets? Thanks.
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Celestica Inc. (CLS $454.67)
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goeasy Ltd. (GSY $127.99)
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Kraken Robotics Inc. (PNG $5.29)
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Zedcor Inc. (ZDC $5.92)
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Galaxy Digital Inc. Class A common stock (GLXY $33.66)
Q: hi,
what are your current top 5 stocks to BUY today from the growth portfolio ( in TFSA ).
cheers and thanks, Chris
what are your current top 5 stocks to BUY today from the growth portfolio ( in TFSA ).
cheers and thanks, Chris
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Vitalhub Corp. (VHI $9.34)
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WELL Health Technologies Corp. (WELL $3.73)
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Zoomd Technologies Ltd. (ZOMD $1.92)
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Kits Eyecare Ltd. (KITS $14.08)
Q: Hello 5i
I have several small positions and am considering consolidating them.
Could you rank the following for growth with above average risk tolerance?
Thank you
Dave
I have several small positions and am considering consolidating them.
Could you rank the following for growth with above average risk tolerance?
Thank you
Dave
Q: Further to Kyles question; are either of these companies in any way utilizing AI or developing AI systems to improving shipping logistics.
Thank You for your service
Thank You for your service
Q: Hi 5i,
I know galaxy in the growth portfolio has done very well. Does the roughly 7 % weighting reflect the weight after the "sale" of shares?
Also, can you confirm that there is a lock up ending around November 26 th, and what kind of a movement could that have on the shares? i.e. how many shares MAY come to market after that date? Are there any other lock up date expirations in 2025?
At this stage in the market, how would you compare the potential growth prospects of x and glxy? which has more of a moat?
Many thanks,
I know galaxy in the growth portfolio has done very well. Does the roughly 7 % weighting reflect the weight after the "sale" of shares?
Also, can you confirm that there is a lock up ending around November 26 th, and what kind of a movement could that have on the shares? i.e. how many shares MAY come to market after that date? Are there any other lock up date expirations in 2025?
At this stage in the market, how would you compare the potential growth prospects of x and glxy? which has more of a moat?
Many thanks,
Q: Hello
Just looking at the financials for GLXY and wondering why the stock has risen. Sales are zero, other income is 135M, EBITA has never been positive, net income way down from last year, OPS way down from last year, Operating cash flow is negative, negative free cash flow forever so why is the stock going up the way it has?
PE is 250, operating margins are negative.
Am I missing something here?
Thanks
Jeff
Just looking at the financials for GLXY and wondering why the stock has risen. Sales are zero, other income is 135M, EBITA has never been positive, net income way down from last year, OPS way down from last year, Operating cash flow is negative, negative free cash flow forever so why is the stock going up the way it has?
PE is 250, operating margins are negative.
Am I missing something here?
Thanks
Jeff
Q: This marvelous stock has had a fantastic run during the year. How do you evaluate its sensibility 1) to a significant market correction and 2)in case of bursting of the AI phenomenon?
Thank you very much in advance?
Thank you very much in advance?
Q: Please comment on Q to be released a.m. Oct21,and outlook.Txs for U usual great services & views
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5N Plus Inc. (VNP $19.15)
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Blackline Safety Corp. (BLN $7.06)
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Kraken Robotics Inc. (PNG $5.29)
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Zedcor Inc. (ZDC $5.92)
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Tantalus Systems Holding Inc. (GRID $4.03)
Q: Hi, as two of these are your stocks for the month, and you're showing an interest in the others, how would you rank them for growth over the next two or three years based on their current prices? Please provide a short explanation for your reasoning if you are able. Thank you!
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Element Fleet Management Corp. (EFN $36.89)
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Descartes Systems Group Inc. (The) (DSG $115.20)
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FirstService Corporation (FSV $214.13)
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TMX Group Limited (X $51.76)
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Toromont Industries Ltd. (TIH $163.49)
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Capstone Copper Corp. (CS $11.77)
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Aritzia Inc. Subordinate Voting Shares (ATZ $108.63)
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Topicus.com Inc. (TOI $125.99)
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Lumine Group Inc. (LMN $28.00)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $67.00)
Q: If you were to put together a 10 stock, growth oriented portfolio of Canadian stocks with a market cap of between $5 billion and $15 billion, what stocks would you select?
Q: Hello,
"I'm down 16% on this stock, is patience my ally here?"
Thanks
"I'm down 16% on this stock, is patience my ally here?"
Thanks
Q: Happily, I bought CLS in May '25 and am riding a 150% increase. How do you feel about adding with the current PE at 60?