Investment Q&A

• Quanta Services Inc. (PWR $579.09)
  • $579.09 P/E (TTM): 83.45X Cap: $86.54B
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• WSP Global Inc. (WSP $221.27)
  • $221.27 P/E (TTM): 29.55X Cap: $29.32B
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• Stantec Inc. (STN $121.45)
  • $121.45 P/E (TTM): 28.74X Cap: $13.77B
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• AECOM (ACM $88.74)
  • $88.74 P/E (TTM): 30.43X Cap: $11.65B
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• iShares Global Infrastructure ETF (IGF $67.02)
  • $67.02 P/E (TTM): 4.18X Cap: $9.94B
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Q: Further to my previous question,would you consider these all as a buy at this time?
Thank you

Upvote 4

Read Answer Asked by John on November 26, 2025

• Alphabet Inc. (GOOG $289.36)
  • $289.36 P/E (TTM): 27.66X Cap: $3.51T
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• NVIDIA Corporation (NVDA $178.99)
  • $178.99 P/E (TTM): 35.84X Cap: $4.25T
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Q: NVDA down 5% more this morning. From 212$ down to 172$ this morning. Other chip stocks are moving up steady past weeks specially AVGO. Not the darling anymore. Competition taking over?

Upvote 10

Read Answer Asked by Denis on November 25, 2025

• Boston Omaha Corporation Class A (BOC $12.09)
  • $12.09 Cap: $384M
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Q: Hoping to re-visit this business, one year later. Is this any more appealing... a year after the departure of the co-CEO... and apparently still undervalued... or are the growth prospects still quite limited?

Upvote 1

Read Answer Asked by Anthony on November 25, 2025

• Hemisphere Energy Corporation (HME $2.74)
  • $2.74 P/E (TTM): 8.67X Cap: $254M
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• ONEOK Inc. (OKE $92.79)
  • $92.79 P/E (TTM): 16.59X Cap: $57.27B
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• Suncor Energy Inc. (SU $88.99)
  • $88.99 P/E (TTM): 17.84X Cap: $104.72B
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• Canadian Natural Resources Limited (CNQ $67.79)
  • $67.79 P/E (TTM): 20.97X Cap: $140.76B
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Q: what are your thoughts on this company please?

Upvote 4

Read Answer Asked by carl on November 25, 2025

• Meta Platforms Inc. (META $598.97)
  • $598.97 P/E (TTM): 25.72X Cap: $1.49T
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• Alphabet Inc. (GOOG $289.36)
  • $289.36 P/E (TTM): 27.66X Cap: $3.51T
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• NVIDIA Corporation (NVDA $178.99)
  • $178.99 P/E (TTM): 35.84X Cap: $4.25T
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Q: Hi,
Seeing the drop in NVDA makes me wonder if the talk that Meta is considering buying chips from GOOGL would really reduce NVDA's value this much? If you could weigh in with any comments and thoughts you have regarding this mornings drop I'd love to hear them!
Thanks!
D

Upvote 6

Read Answer Asked by Dawn on November 25, 2025

• Quanta Services Inc. (PWR $579.09)
  • $579.09 P/E (TTM): 83.45X Cap: $86.54B
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• AECOM (ACM $88.74)
  • $88.74 P/E (TTM): 30.43X Cap: $11.65B
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• iShares Global Infrastructure ETF (IGF $67.02)
  • $67.02 P/E (TTM): 4.18X Cap: $9.94B
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Q: What are your favorite stocks in the infrastructure space,one each in Canada and the U.S. and also is there an etf in this area that you like?
Thank you

Upvote 6

Read Answer Asked by John on November 25, 2025

• Honeywell International Inc. (HON $226.60)
  • $226.60 P/E (TTM): 30.3X Cap: $140.84B
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• Solstice Advanced Materials Inc. (SOLS $75.72)
  • $75.72 Cap: $11.44B
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Q: Hello,

Now that Honeywell has spun out SOLS, is the spin off worth keeping?

Thanks.

Upvote 2

Read Answer Asked by Sarj on November 25, 2025

• ASP Isotopes Inc. (ASPI $4.97)
  • $4.97 Cap: $551M
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Q: What are your thoughts on ASP Isotope’s latest quarter? The share price has taken a hit and is back at early 2025 levels. Do you think it has potential as a speculative small cap?

Upvote 2

Read Answer Asked by Gregory on November 25, 2025

• Surgery Partners Inc. (SGRY $11.91)
  • $11.91 Cap: $1.52B
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Q: Have been following this interesting stock for a while now and would love a breakdown of it's merits and outlook and would you recommend a small position?

Upvote 1

Read Answer Asked by Gary on November 25, 2025

• Uber Technologies Inc. (UBER $73.40)
  • $73.40 P/E (TTM): 15.88X Cap: $147.78B
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Q: Uber has had a pretty significant decline in the last short while. Do you see any news to explain this or any idea what has caused this? Thanks for your excellent service.

Upvote 2

Read Answer Asked by Leonard on November 25, 2025

• WSP Global Inc. (WSP $221.27)
  • $221.27 P/E (TTM): 29.55X Cap: $29.32B
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• Thomson Reuters Corporation (TRI $120.90)
  • $120.90 P/E (TTM): 27.6X Cap: $53.44B
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• Zedcor Inc. (ZDC $5.20)
  • $5.20 P/E (TTM): 364.29X Cap: $547M
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• Axon Enterprise Inc. (AXON $461.89)
  • $461.89 P/E (TTM): 335.95X Cap: $36.70B
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• CECO Environmental Corp. (CECO $62.18)
  • $62.18 P/E (TTM): 42.95X Cap: $2.21B
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• EnerSys (ENS $178.22)
  • $178.22 P/E (TTM): 21.22X Cap: $6.52B
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• Vertiv Holdings LLC Class A (VRT $278.78)
  • $278.78 P/E (TTM): 75.07X Cap: $103.64B
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• Tantalus Systems Holding Inc. (GRID $4.52)
  • $4.52 Cap: $245M
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Q: Could you please rank the above industrial stocks in order for purchase now? I currently hold some and looking to add 1 or 2 more. Thank you

Upvote 16

Read Answer Asked by Neil on November 25, 2025

• Amazon.com Inc. (AMZN $212.25)
  • $212.25 P/E (TTM): 29.31X Cap: $2.22T
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Q: Hello fantastic team,
Could I have your thoughts on Amazon please. I am thinking adding ...
Many thanks

Upvote 8

Read Answer Asked by Issaku on November 25, 2025

• PayPal Holdings Inc. (PYPL $44.68)
  • $44.68 P/E (TTM): 8.41X Cap: $40.70B
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Q: What do you not like about PYPL?
Would YOU buy it considering low PE ratio and future growth prospects?

Upvote 2

Read Answer Asked by Jabs on November 24, 2025

• Sharplink Inc. (SBET $7.18)
  • $7.18 Cap: $1.41B
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• BitMine Immersion Technologies Inc. (BMNR $20.96)
  • $20.96 Cap: $9.46B
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Q: Hello,
Can you comment on earnings from Sharplink and Bitmine Immersion please? Also, can you explain , how BitMine revenue of $6.1 M can generate Net Income of $348 M, "Bitmine Immersion Technologies reported full-year results with revenue rising to US$6.1 million and net income jumping to US$348.58 million, a sharp reversal from a net loss the previous year, and also announced appointments of a new CEO, Chi Tsang, and three new independent directors to its Board." Thanks very much.

Upvote 1

Read Answer Asked by umedali on November 24, 2025

• Skyward Specialty Insurance Group Inc. (SKWD $43.20)
  • $43.20 P/E (TTM): 10.49X Cap: $1.90B
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Q: SKWD has been treading water for a while now. What do you think of their prospects moving forward?

Upvote 1

Read Answer Asked by Andrew on November 24, 2025

• Nebius Group N.V. (NBIS $115.40)
  • $115.40 Cap: $27.36B
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• CoreWeave Inc. (CRWV $87.38)
  • $87.38 Cap: $43.64B
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Q: corweave and nebius both got hammered in november, i know you had nebius as a top pick when you were on bnn.it went straight up then straight doen.
which do you prefer now and why.would you buy both or stay away. dave

Upvote 9

Read Answer Asked by david on November 24, 2025

• Salesforce Inc. (CRM $181.41)
  • $181.41 P/E (TTM): 25.02X Cap: $168.92B
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• UnitedHealth Group Incorporated (DE) (UNH $269.09)
  • $269.09 P/E (TTM): 20.37X Cap: $247.14B
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• Novo Nordisk A/S (NVO $36.60)
  • $36.60 P/E (TTM): 10.35X Cap: $363.68B
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• The Trade Desk Inc. (TTD $21.76)
  • $21.76 P/E (TTM): 26.61X Cap: $10.63B
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• Crocs Inc. (CROX $79.79)
  • $79.79 Cap: $4.01B
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• Axon Enterprise Inc. (AXON $461.89)
  • $461.89 P/E (TTM): 335.95X Cap: $36.70B
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• e.l.f. Beauty Inc. (ELF $69.52)
  • $69.52 P/E (TTM): 40.63X Cap: $3.98B
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• Duolingo Inc. (DUOL $98.51)
  • $98.51 P/E (TTM): 11.75X Cap: $4.67B
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Q: What would be your US stocks for tax loss selling?
Thank you so much. Lorraine

Upvote 4

Read Answer Asked by Lorraine on November 24, 2025

• Kratos Defense & Security Solutions Inc. (KTOS $79.03)
  • $79.03 P/E (TTM): 643.77X Cap: $14.51B
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Q: ZenaTech - ZENA on the Nasdaq, looks like an interesting product offering, would you consider it investable? Another company with the same product that you like better?
Thanks

Upvote 3

Read Answer Asked by Curtis on November 24, 2025

• Genius Sports Limited (GENI $4.56)
  • $4.56 Cap: $1.16B
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• Sportradar Group AG (SRAD $18.60)
  • $18.60 Cap: $5.77B
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Q: Hi Team,
Do you still consider Srad and Geni solid growth names? I own both in moderation at a loss. Wondering if they are worth holding or if you would trade them in for any other “better” ideas at the moment? 10yr hold.

Shane

Upvote 7

Read Answer Asked by Shane on November 24, 2025

• Amazon.com Inc. (AMZN $212.25)
  • $212.25 P/E (TTM): 29.31X Cap: $2.22T
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• Alphabet Inc. (GOOG $289.36)
  • $289.36 P/E (TTM): 27.66X Cap: $3.51T
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• Microsoft Corporation (MSFT $370.89)
  • $370.89 P/E (TTM): 23.95X Cap: $2.76T
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Q: goog msft, and amzn together constitute 39% of my portfolio. Is this too much? Would you reduce some or all? Are gsy and png still among your top picks? Thanks Jim

Upvote 5

Read Answer Asked by jim on November 24, 2025