Investment Q&A

• Verses AI Inc (VERS)
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Q: what is your take on this company?

Upvote 1

Read Answer Asked by Gary on July 10, 2025

• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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• Vertiv Holdings LLC Class A (VRT $169.57)
  • $169.57 P/E (TTM): 60.31X Cap: $64.50B
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Q: I saw a press release how Amazon is making its own cooling for its large data centres. Can you comment on how this might affect VRT? Percent of current business? Still lots of opportunities? How does VRTs produce line compare? How do you rate VRT as a current Buy?

Upvote 2

Read Answer Asked by Bruce on July 10, 2025

• Super Micro Computer Inc. (SMCI $32.48)
  • $32.48 P/E (TTM): 25.35X Cap: $19.89B
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• Vertiv Holdings LLC Class A (VRT $169.57)
  • $169.57 P/E (TTM): 60.31X Cap: $64.50B
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• Nebius Group N.V. (NBIS $88.88)
  • $88.88 Cap: $21.88B
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Q: SMCI Good morning,
Looking into buying smci. Are they done with their accounting problems?
Would you buy at today’s price?
Thanks. Alnoor

Upvote 4

Read Answer Asked by Alnoor on July 10, 2025

• Digi Power X Inc. (DGX $5.91)
  • $5.91 Cap: $373M
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Q: Good morning, you appreciate your opinion on DGX. Thanks

Upvote 2

Read Answer Asked by Seamus on July 09, 2025

• Byrna Technologies Inc. (BYRN $17.51)
  • $17.51 P/E (TTM): 25.29X Cap: $385M
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Q: Hello,

Can I please get your opinion of BYRN. It reports Q results this coming week. Thanks

Dave

Upvote 1

Read Answer Asked by David on July 09, 2025

• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $5.04B
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Q: Can you give me your updated thoughts about this enterprise? What is its specific place the ai industry development? Is it a good candidate for growth potential in the next 2-3 years?. Every other remarks about financial health or other aspects should be appreciated.

Thank you very much in advance

Upvote 11

Read Answer Asked by Gabriel on July 09, 2025

• Photronics Inc. (PLAB $22.77)
  • $22.77 P/E (TTM): 11.97X Cap: $1.28B
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Q: Do you like Photronics Inc at around $20?

Upvote 1

Read Answer Asked by MG on July 09, 2025

• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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• Clara Technologies Corp. (CLTE $0.86)
  • $0.86 Cap: $24M
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Q: CLTE What can you tell me about this company?
It is being pumped hard - is it a legitimate business?
Thanks Hugh

Upvote 2

Read Answer Asked by Hugh on July 09, 2025

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $82.07)
  • $82.07 P/E (TTM): 42.06X Cap: $746M
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• INVESCO QQQ Trust (QQQ $608.89)
  • $608.89 P/E (TTM): 36.83X Cap: $398.24B
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• Technology Select Sector SPDR ETF (XLK $280.46)
  • $280.46 P/E (TTM): 37.59X Cap: $91.51B
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• Vanguard Information Technology ETF (VGT $739.21)
  • $739.21 P/E (TTM): 36.22X Cap: $113.22B
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Q: Hi Gang
What are your top 4 tech ETFs

Thanks Mike B

Upvote 6

Read Answer Asked by Mike on July 09, 2025

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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• Alphabet CDR (CAD Hedged) (GOOG $52.59)
  • $52.59 P/E (TTM): 37.27X Cap: $5.42T
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Q: Hello Team,

I have held the Canadian Google Hedged Stock for about 3-4 years and it makes up about 5.8% of my portfolio. Would you suggest keeping it or switching to the US stock. This is a Canadian RRSP so I would have to pay 1-2% fee for the US stock.

Also wanted to know if the US dollar goes up over time will help my overall return?

Upvote 3

Read Answer Asked by Kevin on July 09, 2025

• Descartes Systems Group Inc. (The) (DSG $116.15)
  • $116.15 P/E (TTM): 48.47X Cap: $9.98B
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• kneat.com inc. (KSI $4.17)
  • $4.17 Cap: $397M
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Q: Hi can you please give me your updated views on Kneat and Descartes. Both are out of favor right now but interested if growth rate is still intact?

Upvote 8

Read Answer Asked by Kel on July 09, 2025

• Quarterhill Inc. (QTRH $0.92)
  • $0.92 Cap: $107M
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Q: Please give me your assessment of this company going forward. Do you think they are gaining traction...it looks cheap...a buy, hold or sell?

Upvote 3

Read Answer Asked by Irwin on July 08, 2025

• Thinkific Labs Inc. Common Shares (THNC $1.92)
  • $1.92 P/E (TTM): 214.04X Cap: $124M
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Q: Hi-it's been more than 6 months since anybody has asked a question about this loser. What would be your opinion now?
Regards, Dave

Upvote 1

Read Answer Asked by DAVE on July 08, 2025

• Rapid7 Inc. (RPD $15.33)
  • $15.33 P/E (TTM): 39.74X Cap: $929M
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Q: Can I please get your current opinion on rpd?
Is it worth holding onto?

Upvote 1

Read Answer Asked by Lois on July 08, 2025

Q: BTQ Technologies is a small cap Canadian company engaged in the development of computer-based technology related to post-quantum cryptography for applications in blockchain and related technologies. Ir is up 450% since April. I don't see any questions on this company in your Q/A. I would appreciate you comments on the company.

Upvote 1

Read Answer Asked by Ken on July 08, 2025

• International Business Machines Corporation (IBM $304.48)
  • $304.48 P/E (TTM): 35.49X Cap: $284.27B
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Q: IBM- what's happening here?

More to go?

Upvote 3

Read Answer Asked by Mark on July 08, 2025

• Charles Schwab Corporation (The) (SCHW $90.74)
  • $90.74 P/E (TTM): 21.2X Cap: $160.84B
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• Interactive Brokers Group Inc. (IBKR $63.17)
  • $63.17 P/E (TTM): 29.32X Cap: $27.80B
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• Robinhood Markets Inc. (HOOD $115.57)
  • $115.57 P/E (TTM): 44.71X Cap: $103.91B
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Q: May I have your take on Webull please? (BULL:US)

Thank you.

Upvote 7

Read Answer Asked by Sandra on July 07, 2025

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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• Goldman Sachs Group Inc. (The) (GS $802.32)
  • $802.32 P/E (TTM): 15.73X Cap: $240.63B
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• Oracle Corporation (ORCL $197.03)
  • $197.03 P/E (TTM): 46.01X Cap: $559.90B
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• Advanced Micro Devices Inc. (AMD $206.13)
  • $206.13 P/E (TTM): 101.28X Cap: $350.11B
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• Robinhood Markets Inc. (HOOD $115.57)
  • $115.57 P/E (TTM): 44.71X Cap: $103.91B
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• GE Vernova Inc. (GEV $572.56)
  • $572.56 P/E (TTM): 90.23X Cap: $158.02B
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• Circle Internet Group Inc. Class A (CRCL $70.11)
  • $70.11 Cap: $17.12B
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Q: Happy Summer day 5i Community :

Over the weekend watched a YouTube video of Tom Lee's interview with Korean news, Tom mentioned "GRNY" his recently inception ETF:Fundstrat Granny Shots US Large Cap ETF which runs a concentrated 35 large cap stocks, and has been out performed "QQQ" & "MAGS" so far this year. Could I have your opinion of this ETF if it is worth to give a try and rick facts associated with it please?

Thanks,

Upvote 4

Read Answer Asked by Lin on July 07, 2025

• INVESCO QQQ Trust (QQQ $608.89)
  • $608.89 P/E (TTM): 36.83X Cap: $398.24B
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• NEOS Nasdaq 100 High Income ETF (QQQI $54.18)
  • $54.18 P/E (TTM): 32.89X Cap: $6.42B
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Q: What are your thoughts on this? How does it work and what are the risks?

Upvote 6

Read Answer Asked by Max on July 04, 2025

• Microsoft CDR (CAD Hedged) (MSFT $34.08)
  • $34.08 P/E (TTM): 34.61X Cap: $4.97T
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• Alphabet CDR (CAD Hedged) (GOOG $52.59)
  • $52.59 P/E (TTM): 37.27X Cap: $5.42T
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Q: Hi Folks,
I would like to add to my holdings in either MSFT or GOOG in my TFSA. May I have your opinion as to which one you would recommend at this time.
Thanks

Upvote 5

Read Answer Asked by JOHN on July 04, 2025