Investment Q&A

• Apple Inc. (AAPL $279.84)
  • $279.84 P/E (TTM): 38.26X Cap: $4.19T
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• Amazon.com Inc. (AMZN $228.49)
  • $228.49 P/E (TTM): 33.11X Cap: $2.48T
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• Alphabet Inc. (GOOG $317.70)
  • $317.70 P/E (TTM): 31.2X Cap: $3.85T
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• Microsoft Corporation (MSFT $478.46)
  • $478.46 P/E (TTM): 34.85X Cap: $3.55T
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• Netflix Inc. (NFLX $103.04)
  • $103.04 P/E (TTM): 4.57X Cap: $440.51B
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• NVIDIA Corporation (NVDA $183.47)
  • $183.47 P/E (TTM): 51.7X Cap: $4.36T
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• Tesla Inc. (TSLA $449.03)
  • $449.03 P/E (TTM): 286.16X Cap: $1.48T
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• Palantir Technologies Inc. (PLTR $176.69)
  • $176.69 P/E (TTM): 568.97X Cap: $419.67B
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Q: Hi 5i, What technology companies are likely to be in business in 20 years from today.
Of the above ?
Thanks

Upvote 9

Read Answer Asked by Fernando on October 23, 2025

• GE Vernova Inc. (GEV $636.85)
  • $636.85 P/E (TTM): 97.66X Cap: $163.32B
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Q: Hi, Could you please comment on GEV earnings. Thank you

Upvote 5

Read Answer Asked by francis on October 22, 2025

• BMO S&P 500 Index ETF (ZSP $104.77)
  • $104.77 P/E (TTM): 26.73X Cap: $21.19B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.42)
  • $50.42 P/E (TTM): 20.73X Cap: $20.89B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.83)
  • $42.83 P/E (TTM): 22.96X Cap: $7.50B
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Q: Hi 5i,

Looking to start an RESP for a newborn. Any recommendations in how to configure an ETF portfolio? If you had to limit yourself to a selection of 3 ETFs, which would you choose and why?

Upvote 16

Read Answer Asked by Kyle on October 22, 2025

• Patriot Battery Metals Inc. (PMET)
  • P/E (TTM): -21.5X Cap: $186M
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Q: Good day, what do you make of the study put out by PMET last night?
Cheers

Upvote 3

Read Answer Asked by Seamus on October 22, 2025

• Robinhood Markets Inc. (HOOD $136.73)
  • $136.73 P/E (TTM): 52.48X Cap: $120.16B
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• Nebius Group N.V. (NBIS $101.17)
  • $101.17 Cap: $23.55B
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• Galaxy Digital Inc. (GLXY $28.18)
  • $28.18 Cap: $10.56B
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Q: Can you please rank these companies in order of conviction and future growth potential? Long term hold. Do you see any concern holding all 3?

Are all 3 in your view, considered compounders?

Any news on their respective declines lately?

Thank you

Upvote 19

Read Answer Asked by Nick on October 22, 2025

• BlackSky Technology Inc. Class A (BKSY $19.56)
  • $19.56 Cap: $631M
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• Nebius Group N.V. (NBIS $101.17)
  • $101.17 Cap: $23.55B
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Q: Any reason for the drop in the last week or so for the above names. Future outlook for both? Thank you

Upvote 7

Read Answer Asked by Michael on October 22, 2025

• Nebius Group N.V. (NBIS $101.17)
  • $101.17 Cap: $23.55B
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Q: Are you concerned about recent decline in the share price?

Upvote 3

Read Answer Asked by brent on October 22, 2025

• Vertiv Holdings LLC Class A (VRT $183.56)
  • $183.56 P/E (TTM): 68.27X Cap: $68.39B
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Q: Can you please comment on the recent earnings?

Upvote 4

Read Answer Asked by sean on October 22, 2025

• Descartes Systems Group Inc. (The) (DSG $131.17)
  • $131.17 P/E (TTM): 48.71X Cap: $9.95B
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• Kinaxis Inc. (KXS $177.91)
  • $177.91 P/E (TTM): 102.46X Cap: $4.87B
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Q: Further to Kyles question; are either of these companies in any way utilizing AI or developing AI systems to improving shipping logistics.
Thank You for your service

Upvote 4

Read Answer Asked by Clarence on October 22, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $39.30)
  • $39.30 Cap: $14.74B
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Q: Hi 5i,
I know galaxy in the growth portfolio has done very well. Does the roughly 7 % weighting reflect the weight after the "sale" of shares?
Also, can you confirm that there is a lock up ending around November 26 th, and what kind of a movement could that have on the shares? i.e. how many shares MAY come to market after that date? Are there any other lock up date expirations in 2025?
At this stage in the market, how would you compare the potential growth prospects of x and glxy? which has more of a moat?
Many thanks,

Upvote 8

Read Answer Asked by Kat on October 22, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $39.30)
  • $39.30 Cap: $14.74B
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Q: Hello
Just looking at the financials for GLXY and wondering why the stock has risen. Sales are zero, other income is 135M, EBITA has never been positive, net income way down from last year, OPS way down from last year, Operating cash flow is negative, negative free cash flow forever so why is the stock going up the way it has?
PE is 250, operating margins are negative.

Am I missing something here?

Thanks
Jeff

Upvote 5

Read Answer Asked by JEFF on October 22, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $74.24)
  • $74.24 P/E (TTM): 32.35X Cap: $119.24B
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Q: How does one purchase the recently launched Brookfield Private Equity Fund?

Upvote 4

Read Answer Asked by Kim on October 22, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $39.30)
  • $39.30 Cap: $14.74B
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Q: After strong earnings yesterday, do you see any reason for this stock to be down over 12%?

thanks

Upvote 8

Read Answer Asked by Herm on October 22, 2025

Q: Hi will the Compounder webinar be available after today’s presentation? Somethings come up and I can’t make it.

Thanks!

Upvote 10

Read Answer Asked by Robert on October 22, 2025

• Firan Technology Group Corporation (FTG $11.28)
  • $11.28 P/E (TTM): 25.81X Cap: $281M
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Q: What would you consider to be a good entry point for Firan Technology Group Corporation at this time? Thank You

Upvote 3

Read Answer Asked by Andrew on October 22, 2025

• Alphabet Inc. (GOOG $317.70)
  • $317.70 P/E (TTM): 31.2X Cap: $3.85T
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Q: Hello 5i,

Which stocks could be negatively or positively affected with ChatGPT Atlas?

I don't see adds right now on this browser. If they do add advertising in on free accounts...What would be the impact to software that relies on adds?

Ironically, if Google offered an add free/pop-up free subscription we would have signed up long ago.

Looking forward to your analysis.

D&J

Upvote 7

Read Answer Asked by Jerry on October 22, 2025

• RB Global Inc. (RBA $136.73)
  • $136.73 P/E (TTM): 50.26X Cap: $25.44B
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Q: Any thoughts on the recent weakness in RBA?

Upvote 2

Read Answer Asked by Doug on October 22, 2025

• Kraken Robotics Inc. (PNG $6.06)
  • $6.06 P/E (TTM): 93.83X Cap: $1.82B
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Q: Volume has been picking up. Who is buying? Are funds buying or is it mostly retail buyers. At what point do funds really start to show interest and buy? At what point is there a possibility of a larger company making an offer for PNG? Tough question, but if you look 12 months out, what range do you see the price at?

Upvote 21

Read Answer Asked on October 22, 2025

• EnerSys (ENS $147.89)
  • $147.89 P/E (TTM): 16.93X Cap: $5.38B
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Q: Could you please describe what ENS does and what its future growth looks like? Could you also summarize what in the ENS fundamentals contribute to it being a strong small cap investment?

Upvote 6

Read Answer Asked by Greg on October 22, 2025

• BMO S&P 500 Index ETF (ZSP $104.77)
  • $104.77 P/E (TTM): 26.73X Cap: $21.19B
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $48.04)
  • $48.04 P/E (TTM): 17.68X Cap: $665M
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• Invesco NASDAQ 100 Index ETF (QQC $42.40)
  • $42.40 P/E (TTM): 34.43X Cap: $1.35B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.83)
  • $42.83 P/E (TTM): 22.96X Cap: $7.50B
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Q: please suggest 3-5 Canadian etfs for an 18 year old's first TFSA portfolio - something to keep him interested in the concept of growth through investing, including stability and risk. My thoughts are S&P, Nasdaq, Russell, large-cap and crypto. But please use your own judgement - thanks!

Upvote 7

Read Answer Asked by Kim on October 22, 2025