Investment Q&A

• Broadcom Inc. (AVGO $294.92)
  • $294.92 P/E (TTM): 108.1X Cap: $1.40T
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• NVIDIA Corporation (NVDA $178.35)
  • $178.35 P/E (TTM): 56.04X Cap: $4.39T
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• Invesco NASDAQ 100 Index ETF (QQC $37.76)
  • $37.76 P/E (TTM): 67.04X Cap: $1B
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• Global X Artificial Intelligence Semiconductor Index ETF (CHPS $46.40)
  • $46.40 P/E (TTM): 82.71X Cap: $108M
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• GLOBAL X FDS (AIQ $44.22)
  • $44.22 P/E (TTM): 75.94X Cap: $4.02B
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Q: What are your thoughts on QQC and CHPS etfs ? Are there other comparable etfs that you prefer ?

Upvote 2

Read Answer Asked by Thomas on July 29, 2025

• United Rentals Inc. (URI $867.07)
  • $867.07 P/E (TTM): 22.29X Cap: $55.88B
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Q: Why the volatility with URI over the last year, and the rise lately? Do you expect it to compound over the next five years as it has in the past five years?

Thanks

Upvote 3

Read Answer Asked by Gordon on July 29, 2025

• Parkland Corporation (PKI $38.91)
  • $38.91 P/E (TTM): 34.62X Cap: $6.70B
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Q: What happens to out of the money call and put options on PKI after the takeover?

Upvote 3

Read Answer Asked by brent on July 29, 2025

• Purpose High Interest Savings Fund (PSA $50.03)
  • $50.03 Cap: $3.14B
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• Global X Cash Maximizer Corporate Class ETF (HSAV $116.25)
  • $116.25 Cap: $1.90B
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Q: I currently have 25% of my unregistered investment portfolio in PSA and HSAV. While the rest of my portfolio is well-diversified, I've noticed that the returns / interest from PSA and HSAV, (after accounting for taxes,) aren't keeping pace with inflation. I'm looking for strategies or alternative investment ideas to address this and improve my portfolio's ability to beat inflation.
The money in these funds are not needed in the foreseeable future but serves as sleep at night factor.
(TSFA's and RRSP's are fully funded)
Any ETF ideas would be much appreciated

Upvote 5

Read Answer Asked by Gord on July 29, 2025

Q: I understand it is impossible to predict, but do YOU feel it’s wiser holding cash at these All time highs? Wait for a drop and pounce? Or buy at these numbers as All time highs indicate excellent businesses, assuming a long term hold.

I am about 25% cash. Too much in this market ? Thanks

Upvote 12

Read Answer Asked by Nick on July 29, 2025

• Chartwell Retirement Residences (CSH.UN $18.19)
  • $18.19 P/E (TTM): 84.24X Cap: $5B
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Q: Seems to continue to drift down. Good dividend but still looking for growth. thoughts?

Thanks

Upvote 5

Read Answer Asked by Dale on July 29, 2025

• TFI International Inc. (TFII $121.86)
  • $121.86 P/E (TTM): 19.83X Cap: $9.85B
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Q: Hi 5i, may I have your thoughts on the quarter and fwd guidance. I've held this stock almost 8 years, and if the thesis is still strong then I will continue to hold. Thx.

Upvote 6

Read Answer Asked by Christopher on July 29, 2025

• Celestica Inc. (CLS $270.31)
  • $270.31 P/E (TTM): 43.72X Cap: $30.91B
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• Celestica Inc. (CLS $196.07)
  • $196.07 P/E (TTM): 43.72X Cap: $23.16B
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Q: Please analyze the earnings and Outlook for CLS. And give us your take.

After the jump in price tonight do you still consider it cheap?

With thanks

Sheldon

Upvote 20

Read Answer Asked by Sheldon on July 29, 2025

• QuantumScape Corporation Class A (QS $8.57)
  • $8.57 Cap: $4.69B
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Q: May I have your thoughts on the “updated collaboration agreement” between Power Co. SE (Volkswagen) and QS? It seems the agreement has expanded up to 260 million USD from 130 million. According to QS some payments will be received in 2025. It appears to me that sales are anticipated. Profits and positive cash flow are likely still off in the distance. Is the company being de-risked? The stock is down today, possibly more was expected or we are seeing “Buy on rumour sell on news” reaction. Any thoughts you have would be appreciated.
Jim

Upvote 1

Read Answer Asked by James on July 29, 2025

Q: Hi Peter…According to the Globe the US Treasury will borrow 1Trillion in the 3rd Quarter. Sounds like Trump has given up lifting the governments couch’s seat cushions to fund the deficit. I doubt the Federal Reserve will be able to do much to solve this problem. Seems to be good for gold miners even though they all took it on the chin today. Do you agree?

Jim

Upvote 5

Read Answer Asked by James on July 29, 2025

• Celestica Inc. (CLS $196.07)
  • $196.07 P/E (TTM): 43.72X Cap: $23.16B
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• Boyd Group Services Inc. (BYD $189.20)
  • $189.20 P/E (TTM): 222.77X Cap: $4.06B
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Q: Good Morning
Would you sell a half or full position of BYD to buy a half or full position in CLS?
THks
Marcel

Upvote 4

Read Answer Asked by Marcel on July 29, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.15)
  • $127.15 P/E (TTM): 18.62X Cap: $1.47B
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Q: Hi there,

All things considered after recent reporting, would you be a buyer of HPS in a diversified portfolio?

Thank you.

Upvote 7

Read Answer Asked by Robert on July 28, 2025

• Alphabet Inc. (GOOG $195.64)
  • $195.64 P/E (TTM): 21.2X Cap: $2.36T
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• The Trade Desk Inc. (TTD $87.32)
  • $87.32 P/E (TTM): 104.98X Cap: $44.11B
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• Applovin Corporation (APP $379.69)
  • $379.69 P/E (TTM): 68.59X Cap: $133.66B
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Q: I feel like I ask this question every few months, and suspect that it is a hard one to know with confidence- but here goes. The Trade Desk- it bounces up and down, recently with a drop over 50%. Does this look like a reliable bet going forward? Do you trust its momentum to continue near term? Is there an alternative you would recommend?

Thank you.

Upvote 7

Read Answer Asked by Peter on July 28, 2025

• Carvana Co. Class A (CVNA $346.89)
  • $346.89 P/E (TTM): 128.15X Cap: $79.14B
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Q: Any public CDN or US companies that earn material revenues from used car sales that you would recommend?

Upvote 1

Read Answer Asked by Murray on July 28, 2025

• Millennial Potash Corp. (MLP $1.57)
  • $1.57 Cap: $152M
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Q: Potash is a commodity, this is one of the stock i came across, is this a good buy? Thoughts?

Upvote 1

Read Answer Asked by Hanzo on July 28, 2025

• Westgold Resources Limited Ordinary shares (WGX $2.38)
  • $2.38 P/E (TTM): 33.75X Cap: $2.17B
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Q: Hi there, your thoughts on WGX results please?

What are insiders and institutions doing so far this year B/S/H?

Continue to Hold WGX, or are there better opportunities for a small cap gold company?

Thanks!

Upvote 1

Read Answer Asked by Hussein on July 28, 2025

• goeasy Ltd. (GSY $185.25)
  • $185.25 P/E (TTM): 11.92X Cap: $2.98B
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• EQB Inc. (EQB $103.81)
  • $103.81 P/E (TTM): 10.54X Cap: $3.93B
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Q: What is your preference between Go easy and Equitable bank?

Thank you

Upvote 9

Read Answer Asked by Brad on July 28, 2025

Q: say for example you have a million dollar portfolio, 800K in your RRSP and 200K in your TFSA. You want to hold 10 stocks total so 100K each, does that mean you would only hold 2 in your TFSA?

Upvote 5

Read Answer Asked by Rob on July 28, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $37.42)
  • $37.42 Cap: $12.85B
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Q: What is your take on Galaxy's participation in a group investing in Bitmine Immersion Technologies (BMNR) - not in your system - earlier in July?
I hold Galaxy but not Bitmine which invests in Ethereum but I would like to know about BMNR also.

Upvote 10

Read Answer Asked by Jeff on July 28, 2025

• Hut 8 Corp. (HUT $27.72)
  • $27.72 Cap: $2.84B
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Q: What do you think about this company?

Upvote 2

Read Answer Asked by Philip on July 28, 2025