Investment Q&A

• Meta Platforms Inc. (META $639.06)
  • $639.06 P/E (TTM): 27.84X Cap: $1.65T
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• Alphabet Inc. (GOOG $304.28)
  • $304.28 P/E (TTM): 28.39X Cap: $3.73T
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• Microsoft Corporation (MSFT $403.13)
  • $403.13 P/E (TTM): 25.38X Cap: $3T
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• Celestica Inc. (CLS $363.21)
  • $363.21 P/E (TTM): 37.55X Cap: $41.54B
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• Vertiv Holdings LLC Class A (VRT $270.11)
  • $270.11 P/E (TTM): 79.2X Cap: $102.63B
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Q: What would be a good way to invest in AI? Reasonable risk level with 5 yr hold.

Upvote 18

Read Answer Asked by Tim on November 03, 2025

• Aris Mining Corporation (ARIS $26.64)
  • $26.64 P/E (TTM): 115.25X Cap: $5.41B
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Q: Can you comment the results et your views

Thank you

Upvote 4

Read Answer Asked by Francis on November 03, 2025

• Texas Instruments Incorporated (TXN $190.41)
  • $190.41 P/E (TTM): 36.16X Cap: $180.88B
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Q: Hi there,

Why is TXN falling so much from its high of approx 220.00 in August? Do you see this as a short term issue?

Ok thanks!

Upvote 3

Read Answer Asked by Robert on November 03, 2025

• Solstice Advanced Materials Inc. (SOLSV)
  • Cap: $7.81B
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Q: Morning. What's you're take on this spinout company? Earnings potential, growth etc. Worth taking a position?

thx, M

Upvote 1

Read Answer Asked by Mark on November 03, 2025

• Oracle Corporation (ORCL $159.86)
  • $159.86 P/E (TTM): 28.08X Cap: $468.82B
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• BlackSky Technology Inc. Class A (BKSY $24.65)
  • $24.65 Cap: $979M
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• Sportradar Group AG (SRAD $19.44)
  • $19.44 Cap: $5.40B
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Q: Going into earnings what are your thoughts on how BKSY, SRAD and ORCL are performing? How is your confidence in these names moving forward?

Upvote 5

Read Answer Asked by Mark on November 03, 2025

• Amphenol Corporation (APH $130.94)
  • $130.94 P/E (TTM): 40.94X Cap: $165.37B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.50)
  • $183.50 P/E (TTM): 28.27X Cap: $2.28B
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• nVent Electric plc (NVT $109.07)
  • $109.07 P/E (TTM): 15.63X Cap: $17.96B
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• Vertiv Holdings LLC Class A (VRT $270.11)
  • $270.11 P/E (TTM): 79.2X Cap: $102.63B
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• GE Vernova Inc. (GEV $833.99)
  • $833.99 P/E (TTM): 47.44X Cap: $228.46B
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Q: If HPS.A is already owned at a 3.5% weight, would you consider NVT as well? I heard they do somewhat different things but also overlap in certain areas. Both have a global presence and serve various industries. Would you consider these two great choices for continued electrification and data center growth? If you had to consider 1-2 more names, what would they be? Thanks!

Upvote 6

Read Answer Asked by Keith on November 03, 2025

• Pfizer Inc. (PFE $26.93)
  • $26.93 P/E (TTM): 19.97X Cap: $155.23B
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Q: what is the payout ratio on the PFE dividend? on a percentage basis what is the chance of a dividend cut? thanks Richard

Upvote 4

Read Answer Asked by richard on November 03, 2025

• Miscellaneous (MISC)
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Q: To what degree are you leveraging AI to help answer submitted questions? What platform are you using?

Upvote 8

Read Answer Asked by Kris on November 03, 2025

• State Street SPDR S&P Biotech ETF (XBI $122.76)
  • $122.76 P/E (TTM): 17.2X Cap: $8.15B
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Q: What do you think of XBI here? It seems to have broken out. When biotech runs, it tends to run hard.

Upvote 2

Read Answer Asked by Michael on November 03, 2025

• BMO MSCI India Selection Equity Index ETF (ZID $42.20)
  • $42.20 P/E (TTM): 56.49X Cap: $183M
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• iShares India Index ETF (XID $42.75)
  • $42.75 P/E (TTM): 19.17X Cap: $132M
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Q: India does not answer the phone anymore when the Washington boy calls.

It buys cheap energy from Russia, has a young demography and a British rooted law system.

It even has a french minority among other things.

If you wanted exposure to India, witch ETF would you buy?

Upvote 5

Read Answer Asked by Thomas on November 03, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.38)
  • $172.38 P/E (TTM): 139.22X Cap: $229.48B
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Q: Shopify reports on Tuesday. Would you recommend buying before or after they report? Do you think they will beat or miss.

Upvote 10

Read Answer Asked by Robert on November 03, 2025

• Amphenol Corporation (APH $130.94)
  • $130.94 P/E (TTM): 40.94X Cap: $165.37B
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• Flex Ltd. (FLEX $63.62)
  • $63.62 P/E (TTM): 27.44X Cap: $23.30B
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• Jabil Inc. (JBL $252.31)
  • $252.31 P/E (TTM): 39.3X Cap: $26.97B
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• Arista Networks Inc. (ANET $136.45)
  • $136.45 P/E (TTM): 50.77X Cap: $173.69B
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• Ciena Corporation (CIEN $344.56)
  • $344.56 P/E (TTM): 214.88X Cap: $48.06B
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• Celestica Inc. (CLS $266.27)
  • $266.27 P/E (TTM): 37.55X Cap: $30.58B
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• Fabrinet (FN $517.39)
  • $517.39 P/E (TTM): 52.01X Cap: $18.78B
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Q: Thanks for the recommendation on CLS!! To further the AI supply chain theme...What do you think of these other companies that are wiring, cooling, and building data centres for the future? Besides CLS, which of these do you think offer good upside from today with reasonable risk/reward?

Upvote 8

Read Answer Asked by Marco on November 03, 2025

• Kraken Robotics Inc. (PNG $9.88)
  • $9.88 P/E (TTM): 170.5X Cap: $3.05B
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• kneat.com inc. (KSI $3.63)
  • $3.63 Cap: $360M
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• MDA Space Ltd. (MDA $43.18)
  • $43.18 P/E (TTM): 52.94X Cap: $5.74B
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• Coinbase Global Inc (COIN $194.64)
  • $194.64 P/E (TTM): 44.16X Cap: $52.45B
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• Galaxy Digital Inc. (GLXY $20.79)
  • $20.79 Cap: $8.38B
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Q: I would like to initiate a position in these stocks.Do you consider them each as buys,and if so,in what order would you purchase and at what price?
Thank you

Upvote 22

Read Answer Asked by John on November 03, 2025

• Western Digital Corporation (WDC $262.87)
  • $262.87 P/E (TTM): 26.68X Cap: $90.25B
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Q: What did you think of the quarterly earnings yesterday? Thank you!

Upvote 3

Read Answer Asked by Edward on November 03, 2025

• NVIDIA Corporation (NVDA $183.53)
  • $183.53 P/E (TTM): 37.71X Cap: $4.52T
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Q: Everyone, I have made 11 times my money on NVDA and did not sell a share (do not plan to sell any either). I haven’t read any real concerns so, what are the risks in the next two years. Clayton

Upvote 12

Read Answer Asked by Clayton on November 03, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.13)
  • $44.13 P/E (TTM): 1.18X Cap: $8.99B
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• Xinyuan Real Estate Co Ltd American Depositary Shares (XIN)
  • Cap: $10M
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Q: Morning troops. Just wondering of there is a hedged version of VIU? I am a 65 y/o retiree looking for mainly income but not afraid to look for a little growth also. Am looking to hedge because I don't like playing currency fluctuations. I currently have 1% of my portfolio in XIN so am looking to boost my international exposure. Any other suggestions welcome. Cheers.

Upvote 3

Read Answer Asked by Neil on November 03, 2025

• Alphabet Inc. (GOOG $304.28)
  • $304.28 P/E (TTM): 28.39X Cap: $3.73T
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• NVIDIA Corporation (NVDA $183.53)
  • $183.53 P/E (TTM): 37.71X Cap: $4.52T
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• Celestica Inc. (CLS $363.21)
  • $363.21 P/E (TTM): 37.55X Cap: $41.54B
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• Nebius Group N.V. (NBIS $108.23)
  • $108.23 Cap: $26.66B
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Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.

Upvote 27

Read Answer Asked by Tim on November 03, 2025

• Americold Realty Trust Inc. (COLD $11.44)
  • $11.44 Cap: $3.37B
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Q: been awhile since a question was asked on this company, can you give me your thoughts on its outlook, debt levels and dividend safety.
Thanks Dave

Upvote 1

Read Answer Asked by Dave on November 03, 2025

• Descartes Systems Group Inc. (The) (DSG $99.25)
  • $99.25 P/E (TTM): 41.47X Cap: $8.06B
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• Kinaxis Inc. (KXS $137.47)
  • $137.47 P/E (TTM): 87.15X Cap: $3.84B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.38)
  • $172.38 P/E (TTM): 139.22X Cap: $229.48B
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• Topicus.com Inc. (TOI $102.60)
  • $102.60 P/E (TTM): 335.23X Cap: $13.51B
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• Lumine Group Inc. (LMN $25.00)
  • $25.00 P/E (TTM): 99.71X Cap: $6.42B
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Q: I am looking to rebalance, in what order would you sell or would you trim all: DSG, LMN, TOI, SHOP, KXS?

Thank you for your service!

Upvote 13

Read Answer Asked by Ozzie on November 03, 2025

• Republic Services Inc. (RSG $228.06)
  • $228.06 P/E (TTM): 32.63X Cap: $69.10B
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• Waste Management Inc. (WM $241.31)
  • $241.31 P/E (TTM): 35.16X Cap: $95.38B
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• Waste Connections Inc. (WCN $168.23)
  • $168.23 P/E (TTM): 39.62X Cap: $42.99B
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Q: I’ve been overweight technology (as some have done really well) and looking to diversify/rebalance into some more lower risk investments. What are your thoughts of the three waste-related companies here? They have all seemed to struggle this year, with WM falling significantly recently. Is there a good buying here dor some, and if so, which do you prefer?

Upvote 5

Read Answer Asked by Mike on November 03, 2025