Investment Q&A

• Palo Alto Networks Inc. (PANW $186.27)
  • $186.27 P/E (TTM): 115.76X Cap: $128.17B
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• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $127.18B
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Q: I have some money avalible for a long term investment in my TFSA and was thinking of adding to Crowd Strike or starting a position in Palo Alto. Crowd strike has done very well but looks more expensive on a valuation bases. what would be your advice?

Doug

Upvote 4

Read Answer Asked by Doug on August 05, 2025

• Palo Alto Networks Inc. (PANW $186.27)
  • $186.27 P/E (TTM): 115.76X Cap: $128.17B
  • View PANW Profile
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Q: Hi,
Company announced that it is going to acquire CyberArk Solution which triggered a 5% stock declined. But actually it retreated from US$210 on 29th July 2025 to US$173 which is almost 15%. KeyBanc downgrading to Sector Weight citing integration risks and limited synergy potential. What is your analysis on this acquisition? Its less than 0.5% of my portfolio. Is it better to get out of the stock and wait for 6 or 12 months before you enter or any ETF or do you prefer any other stock better than PANW?
Thanks
Piyush

Upvote 1

Read Answer Asked by Piyush on August 05, 2025

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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• 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: Your views about the company. Is it a better way to play AI compared to other high momentum stocks as NVDA, SMCI and other Data Centre play?
Thanks
Piyush

Upvote 6

Read Answer Asked by Piyush on August 05, 2025

• Palo Alto Networks Inc. (PANW $186.27)
  • $186.27 P/E (TTM): 115.76X Cap: $128.17B
  • View PANW Profile
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• CyberArk Software Ltd. (CYBR $447.45)
  • $447.45 Cap: $21.90B
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Q: Hello,

May I have your take on the Palo Alto Network acquisition please?
Market doesn't seem to love it, but I assume it's good for the company in the long run.

Thank you

Upvote 2

Read Answer Asked by Sandra on August 05, 2025

• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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Q: Which is a better buy after recent earnings?

Upvote 10

Read Answer Asked by Andrew on August 05, 2025

• Netflix Inc. (NFLX $104.40)
  • $104.40 P/E (TTM): 4.36X Cap: $453.26B
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• Spotify Technology S.A. (SPOT $585.47)
  • $585.47 Cap: $119.24B
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Q: if you had to choose between these two stocks which one would you have more conviction for? Thank you.

Upvote 3

Read Answer Asked by Cheryl on August 05, 2025

• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.60T
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• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.54T
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• GLOBAL X FDS (AIQ $49.25)
  • $49.25 P/E (TTM): 27.91X Cap: $6.86B
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Q: Hello,
Can you please suggest an AI ETF as well as an AI infrastructure ETF (picks and shovels play where it does not include msft, meta etc which would be part of the AI etf). Much appreciated.

Upvote 2

Read Answer Asked by umedali on August 05, 2025

• Palantir Technologies Inc. (PLTR $163.55)
  • $163.55 P/E (TTM): 516.17X Cap: $386.71B
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Q: Is this a good opportunity in the AI space for a 10 year hold?

Upvote 3

Read Answer Asked by Tim on August 05, 2025

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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• Alphabet Inc. (GOOGL $323.44)
  • $323.44 P/E (TTM): 29.58X Cap: $3.84T
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Q: If Google was forced to break up the company,typically how is this done would you get some shares of You Tube and Waymo etc or what would that possibly look like if it occurs….Thanks

Upvote 4

Read Answer Asked by Greg on August 05, 2025

Q: I-MAB (IMAB:Nasdaq) is up 11% today on 4 times the usual volume. Is this a sign of a fundamentally significant move in its prospects? Your insight would be much appreciated as it is well-rated but not by firms/analysts I recognize.
Thanks
David

Upvote 1

Read Answer Asked by David on August 05, 2025

• UnitedHealth Group Incorporated (DE) (UNH $326.28)
  • $326.28 P/E (TTM): 16.69X Cap: $289B
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Q: Why do you think Health Care stocks around the world seem to be down on a yearly basis? Is there anything other than a normal cycle shift?

Thank you

Paul

Upvote 3

Read Answer Asked by paul on August 05, 2025

• Figma Inc. Class A (FIG $35.50)
  • $35.50 Cap: $17B
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• Circle Internet Group Inc. Class A (CRCL $70.11)
  • $70.11 Cap: $17.12B
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Q: First, CRCL: Great IPO …. But now be pounded down!
How did this love affair end so quickly and be penalized so severely?

Would you see something similar happening with FIG?

There seems to be a lot of interest in jumping onto that bandwagon right now but I gather your advice is to hold off for now.

Thanks for your insights.

Upvote 4

Read Answer Asked by Donald on August 05, 2025

• Celestica Inc. (CLS $462.57)
  • $462.57 P/E (TTM): 46.74X Cap: $52.23B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
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• Tesla Inc. (TSLA $419.40)
  • $419.40 P/E (TTM): 260.73X Cap: $1.39T
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• Miscellaneous (MISC)
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• Galaxy Digital Inc. Class A common stock (GLXY $35.91)
  • $35.91 Cap: $13.65B
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• Robinhood Markets Inc. (HOOD $115.57)
  • $115.57 P/E (TTM): 44.71X Cap: $103.91B
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• Rocket Lab Corporation (RKLB $42.60)
  • $42.60 Cap: $22.75B
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Q: Hi there, if you had to buy 3 Canadian and 3 US stocks today that you feel have multibagger potential, looking out 5 to 10 years, which stocks would they be? Not looking for names that high a decent chance to go to 0 either however!

Upvote 43

Read Answer Asked by Michael on August 01, 2025

• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.54T
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Q: Hello,

May I have your take on Microsoft's earnings please?

It's price action has clearly been very strong. Do you feel that job cuts and big spending plans on AI are the main drivers here, or is there more to it?

Thank you!

Upvote 9

Read Answer Asked by Sandra on August 01, 2025

• Welltower Inc. (WELL $204.59)
  • $204.59 P/E (TTM): 136.94X Cap: $140.41B
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Q: Do you see this appreciating in the next year, or would you rate it a sell?

Upvote 1

Read Answer Asked by Howie on August 01, 2025

• Citigroup Inc. (C $101.17)
  • $101.17 P/E (TTM): 13.88X Cap: $178.37B
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Q: Is this stock likely to appreciate, in a material way, in the next year. Or is it a sell

Upvote 2

Read Answer Asked by Howie on August 01, 2025

• Coinbase Global Inc (COIN $254.12)
  • $254.12 P/E (TTM): 20.8X Cap: $69.02B
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• Robinhood Markets Inc. (HOOD $115.57)
  • $115.57 P/E (TTM): 44.71X Cap: $103.91B
  • View HOOD Profile
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Q: Hello Everyone,

If no one has asked already, may I please have your assessment of Robinhood earnings & Coinbase earnings please.

Thank you.

Upvote 1

Read Answer Asked by Sandra on August 01, 2025

• Apple Inc. (AAPL $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
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• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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Q: Hello Everyone,

What did you think of Apple and Amazon's earnings, along with their outlook?

Thank you!

Upvote 3

Read Answer Asked by Sandra on August 01, 2025

Q: With the full understanding that this is a very speculative play, may I have your opinion on MVIS for a small position for an high risk-tolerance investor? Is it worth it? Or would you prefer to start a new position in one of your highest conviction growth profile names?

Please also rank your top 3 names in growth portfolio for a buy today.

Thank you

Upvote 4

Read Answer Asked by Karim on August 01, 2025

• Netflix Inc. (NFLX $104.40)
  • $104.40 P/E (TTM): 4.36X Cap: $453.26B
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Q: Netflix has been drifting steadily downward since the end of June. Is the market concerned about anything in particular, or simply finding better options?

Upvote 3

Read Answer Asked by John on August 01, 2025