Investment Q&A

Q: I am wondering about the Direct indexing strategy: Buying a canadian or US index and harvest the tax loss on declining stocks and replacing them by buying similar company's stocks.

For the last 10 years, could that strategy be worth it? And what would be the optimal dependent variables like loss threshold, tax brackets, etc.?

Thanks as always for your great expertise and services

Upvote 4

Read Answer Asked by Jean on October 27, 2025

Q: Opinion on Direct Indexing by Wealthsimple ?
Worth it for after-tax returns ?

Upvote 3

Read Answer Asked by Martin on October 27, 2025

• BCE Inc. (BCE $32.09)
  • $32.09 P/E (TTM): 4.9X Cap: $30.30B
  • View BCE Profile
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• AST SpaceMobile Inc. (ASTS $68.37)
  • $68.37 Cap: $24.88B
  • View ASTS Profile
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Q: Looking a few yrs down the road , do you feel companies such as this will kill the business of companies like BCE, Telus and all the others with towers .

Upvote 3

Read Answer Asked by Leon on October 27, 2025

• Wheaton Precious Metals Corp. (WPM $157.61)
  • $157.61 P/E (TTM): 53.13X Cap: $72.37B
  • View WPM Profile
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• Agnico Eagle Mines Limited (AEM $229.15)
  • $229.15 P/E (TTM): 28.79X Cap: $116.50B
  • View AEM Profile
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Q: Which of these two do you think has the best (shorter-term) prospects?

Upvote 4

Read Answer Asked by Jim on October 27, 2025

• NVIDIA Corporation (NVDA $177.72)
  • $177.72 P/E (TTM): 43.43X Cap: $4.28T
  • View NVDA Profile
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• Celestica Inc. (CLS $396.79)
  • $396.79 P/E (TTM): 50.77X Cap: $47.97B
  • View CLS Profile
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• Vertiv Holdings LLC Class A (VRT $160.66)
  • $160.66 P/E (TTM): 60.86X Cap: $61.83B
  • View VRT Profile
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• Nebius Group N.V. (NBIS $80.95)
  • $80.95 Cap: $19.32B
  • View NBIS Profile
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Q: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. With all of their success, I find that I have been slowly trimming these companies quite regularly. Currently I want to let them run for a bit longer than I normally would. So with that said, what is the maximum percentage of your portfolio you would feel comfortable holding the above companies before trimming?

Much appreciated!

Stefan

Upvote 18

Read Answer Asked by Stefan on October 27, 2025

• Hemisphere Energy Corporation (HME $1.95)
  • $1.95 P/E (TTM): 6.73X Cap: $191M
  • View HME Profile
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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!

Upvote 11

Read Answer Asked by Issaku on October 24, 2025

• FirstService Corporation (FSV $154.67)
  • $154.67 P/E (TTM): 51.09X Cap: $7.05B
  • View FSV Profile
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Q: So sorry, I forgot to include FSV. Better to purchase Canadian or US.
Also, a good entry point.

Thanks again,
John G.

Upvote 6

Read Answer Asked by John on October 24, 2025

• Ucore Rare Metals Inc. (UCU $5.71)
  • $5.71 Cap: $597M
  • View UCU Profile
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Q: Is this one buyable at today's price after their drop from a high of $13.00
Thanx
Gary

Upvote 3

Read Answer Asked by Gary on October 24, 2025

• Harvest Global Gold Giants Index ETF (HGGG $88.38)
  • $88.38 P/E (TTM): 30.98X Cap: $55M
  • View HGGG Profile
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• Harvest Tech Achievers Growth & Income ETF (HTA.B $20.48)
  • $20.48 P/E (TTM): 34.54X Cap: $7M
  • View HTA.B Profile
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Q: What's your opinion on these two for someone in their 70s? and right now are they a buy at current prices?

Upvote 6

Read Answer Asked by Danielle on October 24, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $172.03)
  • $172.03 P/E (TTM): 26.0X Cap: $2.07B
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Q: Gentlemen;

Can you comment on the recent earnings report? A very strong reaction to the report this morning.

Upvote 12

Read Answer Asked by Ronald on October 24, 2025

• Duke Energy Corporation (Holding Company) (DUK $115.59)
  • $115.59 P/E (TTM): 18.2X Cap: $90.77B
  • View DUK Profile
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• NextEra Energy Inc. (NEE $81.32)
  • $81.32 P/E (TTM): 26.0X Cap: $170.04B
  • View NEE Profile
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• Xcel Energy Inc. (XEL $73.73)
  • $73.73 P/E (TTM): 22.91X Cap: $44.79B
  • View XEL Profile
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• Fortis Inc. (FTS $70.55)
  • $70.55 P/E (TTM): 20.1X Cap: $35.90B
  • View FTS Profile
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• AltaGas Ltd. (ALA $40.63)
  • $40.63 P/E (TTM): 16.58X Cap: $12.51B
  • View ALA Profile
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• Capital Power Corporation (CPX $61.23)
  • $61.23 P/E (TTM): 21.5X Cap: $9.64B
  • View CPX Profile
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  • View Reports on CPX
• BMO Equal Weight Utilities Index ETF (ZUT $25.12)
  • $25.12 P/E (TTM): 18.29X Cap: $843M
  • View ZUT Profile
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• Hydro One Limited (H $52.65)
  • $52.65 P/E (TTM): 24.34X Cap: $31.74B
  • View H Profile
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• State Street Utilities Select Sector SPDR ETF (XLU $43.04)
  • $43.04 P/E (TTM): 22.83X Cap: $22.14B
  • View XLU Profile
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Q: What is the best way to play Utilities in Canada & US? Stocks or ETFs? Which ones? Thanks!

Upvote 18

Read Answer Asked by Austin on October 24, 2025

• Telesat Corporation Common and Variable Voting Shares (TSAT $40.18)
  • $40.18 Cap: $1.49B
  • View TSAT Profile
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Q: views on this company going forward...thank you.

Upvote 5

Read Answer Asked by dan on October 24, 2025

• iShares Global Healthcare ETF (IXJ $96.49)
  • $96.49 P/E (TTM): 26.88X Cap: $4.51B
  • View IXJ Profile
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• State Street Health Care Select Sector SPDR ETF (XLV $154.07)
  • $154.07 P/E (TTM): 23.97X Cap: $40.92B
  • View XLV Profile
  • View Questions on XLV

Q: Hello team, could you please give me your thoughts on XLV and IXJ.

Interested in how they compare and if you prefer one over the other. A good entry price would also be appreciated.

Thanks as always for your advice.
Paula

Upvote 3

Read Answer Asked by Paula on October 24, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $33.41)
  • $33.41 Cap: $13.21B
  • View GLXY Profile
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  • View Reports on GLXY
• Galaxy Digital Inc. (GLXY $24.31)
  • $24.31 Cap: $9.58B
  • View GLXY Profile
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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.

Upvote 5

Read Answer Asked by Kim on October 24, 2025

• Seagate Technology Holdings PLC (STX $288.13)
  • $288.13 P/E (TTM): 37.07X Cap: $60.40B
  • View STX Profile
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• Western Digital Corporation (WDC $174.58)
  • $174.58 P/E (TTM): 25.63X Cap: $57.96B
  • View WDC Profile
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• Pure Storage Inc. Class A (PSTG $69.72)
  • $69.72 P/E (TTM): 182.87X Cap: $22.97B
  • View PSTG Profile
  • View Questions on PSTG

Q: Hello. What is your outlook for the storage sector and which do you believe to be the better investment over the next few years? Thank you.

Upvote 5

Read Answer Asked by Edward on October 24, 2025

• Lumine Group Inc. (LMN $26.89)
  • $26.89 P/E (TTM): 107.74X Cap: $6.97B
  • View LMN Profile
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  • View Reports on LMN

Q: I was doing very well with Lumine untill July . From a high of $ 55.00 to now 36.00. What's happening ? Thanks.

Upvote 16

Read Answer Asked by Frank on October 24, 2025

• Crescent Energy Company Class A (CRGY $8.26)
  • $8.26 Cap: $2.48B
  • View CRGY Profile
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• Vital Energy Inc. par value $0.01 per share (VTLE $17.92)
  • $17.92 P/E (TTM): 2.75X Cap: $1.53B
  • View VTLE Profile
  • View Questions on VTLE

Q: Hi there. I'm wanting your opinion on this stock and whether it could be put into a portfolio at current price? Seems the sector may still be undervalued.

Upvote 4

Read Answer Asked by Kevin on October 24, 2025

• NVIDIA Corporation (NVDA $177.72)
  • $177.72 P/E (TTM): 43.43X Cap: $4.28T
  • View NVDA Profile
  • View Questions on NVDA
• CoreWeave Inc. (CRWV $69.50)
  • $69.50 Cap: $36.05B
  • View CRWV Profile
  • View Questions on CRWV

Q: hi,
can I get Peter's thoughts on the "circular" financing of AI deals going on please. can he compare this to the same phenomenon that was going on in the Dotcom bubble. Does Peter think this is starting to look like the companies propping up the AI theme overall? when an average investor looks into what these companies are involved in, one does not get much confidence in their "leaders" honesty and morality, which could lead an average investor to believe things are being manipulated.
cheers, Chris

Upvote 8

Read Answer Asked by chris on October 24, 2025

• Agnico Eagle Mines Limited (AEM $229.15)
  • $229.15 P/E (TTM): 28.79X Cap: $116.50B
  • View AEM Profile
  • View Questions on AEM

Q: Hi 5i team,

Wealthsimple allows clients to purchase physical gold in all accounts. My gold exposure is through AEM. Should I continue with AEM or switch to physical gold?

Best,
Matt

Upvote 5

Read Answer Asked by Matt on October 24, 2025

• Critical Infrastructure Technologies Ltd. (CTTT $0.98)
  • $0.98 Cap: $92M
  • View CTTT Profile
  • View Questions on CTTT

Q: (CTTT)Critical Infrastructure Tech

can you give me an opinion on their most recent news, insider buying and ownership, management, industry, balance sheet and outlook. Thank you.

Upvote 2

Read Answer Asked by James on October 24, 2025