Investment Q&A

• Meta Platforms Inc. (META $644.86)
  • $644.86 P/E (TTM): 28.43X Cap: $1.67T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $298.30)
  • $298.30 P/E (TTM): 28.07X Cap: $3.63T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $408.96)
  • $408.96 P/E (TTM): 25.34X Cap: $3.04T
  • View MSFT Profile
  • View Questions on MSFT
• Celestica Inc. (CLS $339.51)
  • $339.51 P/E (TTM): 37.93X Cap: $41.77B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $241.78)
  • $241.78 P/E (TTM): 73.69X Cap: $92.50B
  • View VRT Profile
  • View Questions on VRT

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 $26.25)
  • $26.25 P/E (TTM): 115.25X Cap: $5.42B
  • View ARIS Profile
  • View Questions on ARIS

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 $193.23)
  • $193.23 P/E (TTM): 37.07X Cap: $180.25B
  • View TXN Profile
  • View Questions on TXN

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
  • View SOLSV Profile
  • View Questions on SOLSV

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 $152.96)
  • $152.96 P/E (TTM): 28.64X Cap: $444.88B
  • View ORCL Profile
  • View Questions on ORCL
• BlackSky Technology Inc. Class A (BKSY $23.73)
  • $23.73 Cap: $1B
  • View BKSY Profile
  • View Questions on BKSY
• Sportradar Group AG (SRAD $18.55)
  • $18.55 Cap: $5.55B
  • View SRAD Profile
  • View Questions on SRAD

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 $131.87)
  • $131.87 P/E (TTM): 39.75X Cap: $167.46B
  • View APH Profile
  • View Questions on APH
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.69)
  • $189.69 P/E (TTM): 27.1X Cap: $2.23B
  • View HPS.A Profile
  • View Questions on HPS.A
• nVent Electric plc (NVT $106.02)
  • $106.02 P/E (TTM): 16.31X Cap: $17.87B
  • View NVT Profile
  • View Questions on NVT
• Vertiv Holdings LLC Class A (VRT $241.78)
  • $241.78 P/E (TTM): 73.69X Cap: $92.50B
  • View VRT Profile
  • View Questions on VRT
• GE Vernova Inc. (GEV $789.23)
  • $789.23 P/E (TTM): 47.56X Cap: $219.66B
  • View GEV Profile
  • View Questions on GEV

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 $27.05)
  • $27.05 P/E (TTM): 19.57X Cap: $153.81B
  • View PFE Profile
  • View Questions on PFE

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)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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 $124.00)
  • $124.00 P/E (TTM): 17.2X Cap: $7.83B
  • View XBI Profile
  • View Questions on XBI

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 $43.34)
  • $43.34 P/E (TTM): 56.49X Cap: $193M
  • View ZID Profile
  • View Questions on ZID
• iShares India Index ETF (XID $44.02)
  • $44.02 P/E (TTM): 19.17X Cap: $135M
  • View XID Profile
  • View Questions on XID

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 $176.78)
  • $176.78 P/E (TTM): 139.99X Cap: $240.29B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

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 $131.87)
  • $131.87 P/E (TTM): 39.75X Cap: $167.46B
  • View APH Profile
  • View Questions on APH
• Flex Ltd. (FLEX $59.91)
  • $59.91 P/E (TTM): 28.8X Cap: $23.35B
  • View FLEX Profile
  • View Questions on FLEX
• Jabil Inc. (JBL $241.09)
  • $241.09 P/E (TTM): 39.93X Cap: $26.94B
  • View JBL Profile
  • View Questions on JBL
• Arista Networks Inc. (ANET $132.89)
  • $132.89 P/E (TTM): 49.03X Cap: $166.98B
  • View ANET Profile
  • View Questions on ANET
• Ciena Corporation (CIEN $294.17)
  • $294.17 P/E (TTM): 404.18X Cap: $42.34B
  • View CIEN Profile
  • View Questions on CIEN
• Celestica Inc. (CLS $249.52)
  • $249.52 P/E (TTM): 37.93X Cap: $30.61B
  • View CLS Profile
  • View Questions on CLS
• Fabrinet (FN $489.38)
  • $489.38 P/E (TTM): 54.01X Cap: $19.50B
  • View FN Profile
  • View Questions on FN

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 $8.36)
  • $8.36 P/E (TTM): 152.5X Cap: $2.70B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• kneat.com inc. (KSI $3.81)
  • $3.81 Cap: $368M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• MDA Space Ltd. (MDA $40.43)
  • $40.43 P/E (TTM): 50.48X Cap: $5.25B
  • View MDA Profile
  • View Questions on MDA
• Coinbase Global Inc (COIN $197.22)
  • $197.22 P/E (TTM): 46.95X Cap: $54.32B
  • View COIN Profile
  • View Questions on COIN
• Galaxy Digital Inc. (GLXY $20.56)
  • $20.56 Cap: $8.02B
  • View GLXY Profile
  • View Questions on GLXY

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 $245.25)
  • $245.25 P/E (TTM): 26.18X Cap: $84.96B
  • View WDC Profile
  • View Questions on WDC

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 $177.82)
  • $177.82 P/E (TTM): 37.42X Cap: $4.32T
  • View NVDA Profile
  • View Questions on NVDA

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 $44.31)
  • $44.31 P/E (TTM): 1.18X Cap: $8.96B
  • View VIU Profile
  • View Questions on VIU
• Xinyuan Real Estate Co Ltd American Depositary Shares (XIN)
  • Cap: $10M
  • View XIN Profile
  • View Questions on XIN

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 $298.30)
  • $298.30 P/E (TTM): 28.07X Cap: $3.63T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 37.42X Cap: $4.32T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $339.51)
  • $339.51 P/E (TTM): 37.93X Cap: $41.77B
  • View CLS Profile
  • View Questions on CLS
• Nebius Group N.V. (NBIS $89.33)
  • $89.33 Cap: $22.77B
  • View NBIS Profile
  • View Questions on NBIS

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 $12.51)
  • $12.51 Cap: $3.56B
  • View COLD Profile
  • View Questions on COLD

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 $97.51)
  • $97.51 P/E (TTM): 40.55X Cap: $8.41B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $135.23)
  • $135.23 P/E (TTM): 79.19X Cap: $3.72B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.78)
  • $176.78 P/E (TTM): 139.99X Cap: $240.29B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Topicus.com Inc. (TOI $109.63)
  • $109.63 P/E (TTM): 311.74X Cap: $13.72B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $26.80)
  • $26.80 P/E (TTM): 83.5X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $231.05)
  • $231.05 P/E (TTM): 33.81X Cap: $71.54B
  • View RSG Profile
  • View Questions on RSG
• Waste Management Inc. (WM $246.05)
  • $246.05 P/E (TTM): 36.41X Cap: $99.24B
  • View WM Profile
  • View Questions on WM
• Waste Connections Inc. (WCN $170.14)
  • $170.14 P/E (TTM): 40.82X Cap: $43.63B
  • View WCN Profile
  • View Questions on WCN

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