Investment Q&A

• Galaxy Digital Inc. Class A common stock (GLXY $34.03)
  • $34.03 Cap: $13.30B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: I am up 140% on GLXY. Thank you.

I believe the strong recent performance is due to its NAXDAQ listing.

If this is the main reason it is up in a few days/week this news will be old and it will most likely pull back.

It's RSI is overbought and CCI is bearish.

What is your take on this? Has it hit a short term peak and will pull back shortly?

Sheldon

Upvote 5

Read Answer Asked by Sheldon on May 20, 2025

• BeWhere Holdings Inc. (BEW $0.79)
  • $0.79 Cap: $69M
  • View BEW Profile
  • View Questions on BEW

Q: please provide an opinion re this small cap company. they are profitable ,lots of cash and getting better re sales and operations.

Upvote 1

Read Answer Asked by brian on May 20, 2025

• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 110.08X Cap: $96.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Everyone, looking at a five year chart, at November 2022, the slope of the line changed. Any explanation on why the slope changed significantly? Clayton

Upvote 5

Read Answer Asked by Clayton on May 20, 2025

• Celestica Inc. (CLS $267.28)
  • $267.28 P/E (TTM): 42.27X Cap: $30.74B
  • View CLS Profile
  • View Questions on CLS
• Kinaxis Inc. (KXS $192.21)
  • $192.21 P/E (TTM): 164.37X Cap: $5.43B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Good Morning 5i,

Which of these two would you initiate a position in today and why?

Thanks!

Upvote 6

Read Answer Asked by Kyle on May 20, 2025

• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 21.34X Cap: $2.50T
  • View GOOG Profile
  • View Questions on GOOG

Q: I hold about 15% of my holdings in Google.

What is your take on Google, do you see AI chat bots eroding its core strength in search ?

Is it time to reduce my exposure, if yes…. Which other growth stocks would you suggest, what would you be comfortable buying at these valuations after selling google

Upvote 8

Read Answer Asked by HARRY on May 20, 2025

• Sylogist Ltd. (SYZ $7.86)
  • $7.86 Cap: $186M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Plurilock Security Inc. (PLUR $0.22)
  • $0.22 Cap: $15M
  • View PLUR Profile
  • View Questions on PLUR

Q: Any thoughts on where these two stocks are at currently, and their prospects for the future?

Upvote 3

Read Answer Asked by Evan on May 20, 2025

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
  • View Questions on NVDA
• CoreWeave Inc. (CRWV $92.38)
  • $92.38 Cap: $45.38B
  • View CRWV Profile
  • View Questions on CRWV

Q: Hello 5i,
Anything to add to recent comments after CRWV reported their recent earnings?
Thanks
Dave

Upvote 4

Read Answer Asked by Dave on May 20, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: The market is more complicated than ever. Taking into consideration that we have had a big bounce from lows, what sector right now would you say offers the most value, where a year from now we will say, "wow, that was a real buying opportunity?" Any screaming buys? Thank you!

Upvote 10

Read Answer Asked by Neil on May 16, 2025

• Nebius Group N.V. (NBIS $70.02)
  • $70.02 Cap: $16.67B
  • View NBIS Profile
  • View Questions on NBIS

Q: Good morning and thank you in advance. Would you buy Nebius at its current price after its recent run up, wait for a pull back, or wait until after earnings report on May 20. At what price would you add to a position?
Dan

Upvote 7

Read Answer Asked by Dan on May 16, 2025

• Advanced Micro Devices Inc. (AMD $163.36)
  • $163.36 P/E (TTM): 93.55X Cap: $272.24B
  • View AMD Profile
  • View Questions on AMD

Q: I'm down 10% on AMD, do you still think it has good potential. Saw a youtube video saying it's about to 100X haah. I have a small position and considering adding here let me know your thoughts!

Upvote 3

Read Answer Asked by Danielle on May 16, 2025

• Topicus.com Inc. (TOI $176.83)
  • $176.83 P/E (TTM): 79.44X Cap: $14.73B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Do you think, TOI will also make a cut to the list of possible compounders, in Canadian small to mid cap space, over next 5- 10 years, in addition to the names, included in your reply to Jeff's question ?

Thank You

Upvote 16

Read Answer Asked by rajeev on May 16, 2025

• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 110.08X Cap: $96.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Palantir Technologies Inc. (PLTR $157.17)
  • $157.17 P/E (TTM): 520.03X Cap: $376.58B
  • View PLTR Profile
  • View Questions on PLTR

Q: Does CSU and PLTR operate in SAAS industries and are there any similarities in the business in which they operate?

Thx

Upvote 3

Read Answer Asked by blake on May 15, 2025

• Bragg Gaming Group Inc. (BRAG $3.82)
  • $3.82 Cap: $97M
  • View BRAG Profile
  • View Questions on BRAG
• WildBrain Ltd. Common and Variable Voting Shares (WILD $1.95)
  • $1.95 Cap: $414M
  • View WILD Profile
  • View Questions on WILD
• VerticalScope Holdings Inc. Subordinate Voting Shares (FORA $3.40)
  • $3.40 Cap: $69M
  • View FORA Profile
  • View Questions on FORA
• Reddit Inc. Class A (RDDT $219.73)
  • $219.73 P/E (TTM): 40.89X Cap: $40.67B
  • View RDDT Profile
  • View Questions on RDDT

Q: Would you be able to comment on VericalScope's recent results? Would you buy, sell or hold? Thank you for your wonderful service.

Upvote 2

Read Answer Asked by Bill on May 15, 2025

• Calian Group Ltd. (CGY $48.49)
  • $48.49 Cap: $560M
  • View CGY Profile
  • View Questions on CGY

Q: What do you think of today's results/announcement?

Upvote 1

Read Answer Asked by John on May 15, 2025

• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 110.08X Cap: $96.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Lumine Group Inc. (LMN $47.41)
  • $47.41 P/E (TTM): 176.19X Cap: $12.16B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I have a partial position in Constellation and Lumine and would like to top one up...which is better at this moment...long term investor....thanks for all that you do. Geoff

Upvote 11

Read Answer Asked by Geoff on May 15, 2025

• Cisco Systems Inc. (CSCO $67.14)
  • $67.14 P/E (TTM): 27.36X Cap: $266.58B
  • View CSCO Profile
  • View Questions on CSCO

Q: With their recent good numbers and guidance and their expansion into AI infrastructure, what do you think it means for them in the future for the next 6 to 12 months.

Upvote 1

Read Answer Asked by Jocelyne on May 15, 2025

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 110.08X Cap: $96.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Which has the most upside consolation or nivia

Upvote 6

Read Answer Asked by don on May 15, 2025

• Apple Inc. (AAPL $227.16)
  • $227.16 P/E (TTM): 34.13X Cap: $3.38T
  • View AAPL Profile
  • View Questions on AAPL
• Broadcom Inc. (AVGO $294.23)
  • $294.23 P/E (TTM): 108.46X Cap: $1.38T
  • View AVGO Profile
  • View Questions on AVGO
• QUALCOMM Incorporated (QCOM $156.42)
  • $156.42 P/E (TTM): 14.89X Cap: $170.49B
  • View QCOM Profile
  • View Questions on QCOM
• Texas Instruments Incorporated (TXN $205.97)
  • $205.97 P/E (TTM): 36.69X Cap: $187.25B
  • View TXN Profile
  • View Questions on TXN

Q: Do you recommended QCOM as a good stock to own for long term dividend growth? Are you concerned about Apple and other cellphone manufacturers moving away from QCOM technology? I already own TXN and AVGO - is QCOM sufficiently different to hold as well?

Upvote 5

Read Answer Asked by David on May 14, 2025

• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 110.08X Cap: $96.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $176.83)
  • $176.83 P/E (TTM): 79.44X Cap: $14.73B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $47.41)
  • $47.41 P/E (TTM): 176.19X Cap: $12.16B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi, just wondering if you had a chance to listen to the AGM of these companies this morning. I listened to it and they discussed a whole range of topics. They're all down 2-4% today. I'm assuming investors have some concerns of rising competition, ease of capital deployment, M&A opportunities, lowering hurdle rates, etc. Any concerns or thoughts going forward and do you see them continuing to outperform over the long term? These are long term holds for me. CSU is my largest holding at 5.8%, followed by LMN at 5.2% and TOI at 2.2%. Do these allocations look reasonable or should I balance them all out more evenly? Thank you!

Upvote 15

Read Answer Asked by Keith on May 14, 2025

• Super Micro Computer Inc. (SMCI $44.07)
  • $44.07 P/E (TTM): 23.12X Cap: $26.18B
  • View SMCI Profile
  • View Questions on SMCI

Q: SMCI surged today after announcing a $20 billion deal. What impact can this deal have on the company's future earnings? I hold a small position in the stock. Should I consider increasing my investment? I'd love to hear your thoughts. Thank you.

Upvote 3

Read Answer Asked by Esther on May 14, 2025