Investment Q&A

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.21)
  • $116.21 Cap: $1.90B
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• Global X High Interest Savings ETF (CASH $50.01)
  • $50.01 Cap: $6.81B
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Q: If a bond crisis were coming in Canada ,with increased interest rates( including Moody's lowering CDA rating ),increased debt and deficits for instance , would ETFs similar to HSAV or CASH also be at risk ( as longer term bonds) and in such case,woùd you have better ETF suggestions for short term investments ?

Upvote 4

Read Answer Asked by Jean-Yves on May 21, 2025

• UnitedHealth Group Incorporated (DE) (UNH $244.67)
  • $244.67 P/E (TTM): 10.51X Cap: $222.95B
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Q: There has been some insider buying on this stock lately by the new president ( 25 millions ) and by other directors, do you think it is a good idea to buy some shares and have a good risk reward potential or should we wait for more positive signs. I was thinking of going for a 2% position today. This company is so big and has a proven business model.

Upvote 3

Read Answer Asked by jean on May 21, 2025

• Petroleo Brasileiro S.A. Petrobras ADS (PBR $13.08)
  • $13.08 P/E (TTM): 11.13X Cap: $83.84B
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Q: WHAT IS YOUR OPINION ON THIS STOCK - HAS A DIVIDEND YIELD OF OVER 15% - HOW SAFE IS THE DIVIDEND

Upvote 2

Read Answer Asked by Karen on May 21, 2025

• Fortinet Inc. (FTNT $75.30)
  • $75.30 P/E (TTM): 39.59X Cap: $73.92B
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• Palo Alto Networks Inc. (PANW $168.10)
  • $168.10 P/E (TTM): 96.62X Cap: $115.28B
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Q: Can I please get your thoughts on Palo Alto's latest quarter? Thank you

Upvote 4

Read Answer Asked by Neil on May 21, 2025

Q: How do we get to see the recording of Peter on BNN this morning?

Upvote 3

Read Answer Asked by Brenda on May 21, 2025

• Genius Sports Limited (GENI $11.96)
  • $11.96 Cap: $2.79B
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• Sportradar Group AG (SRAD $28.05)
  • $28.05 Cap: $8.51B
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• Nebius Group N.V. (NBIS $65.31)
  • $65.31 Cap: $15.55B
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Q: Your highest conviction small cap CND and US stocks “in order” please. 3 of each. Growth focussed. Long term hold.

Thanks so much

Upvote 19

Read Answer Asked by Nick on May 21, 2025

• Sportradar Group AG (SRAD $28.05)
  • $28.05 Cap: $8.51B
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Q: How do you like SRAD? Can you provide some thoughts on their financials/outlook and what do you think is a good entry price?
Thanks!

Upvote 5

Read Answer Asked by Mark on May 20, 2025

• Sportradar Group AG (SRAD $28.05)
  • $28.05 Cap: $8.51B
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Q: Given 5i's recent postive commentary on SRAD, I've begun to look at taking a half position. One of the compelling reasons to do so is 5i's reference to CPP holding the stock. However, when I dug a bit further, it would appear CPP's investment is in a holding called Sun Light Resources Development Limited (SRAD) which focuses on fossil fuels. That said, I couldn't find this company listed on any exchange. Long story short, can you verify if CPP does indeed invest in Sports Radar? In addition, I noted SRAD's stock price shot up in November and continues to rise. Can you please explain this positive momentum? Thank you.

Upvote 2

Read Answer Asked by Maureen on May 20, 2025

• Eagle Materials Inc (EXP $224.25)
  • $224.25 P/E (TTM): 16.38X Cap: $7.16B
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Q: Could you comment on Q4 and full year. What do you think of debt vs stock buy back. Thoughts on buying?

Upvote 2

Read Answer Asked by Harry on May 20, 2025

• Tesla Inc. (TSLA $322.27)
  • $322.27 P/E (TTM): 169.63X Cap: $1.03T
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• Tesla CDR (CAD Hedged) (TSLA $28.71)
  • $28.71 P/E (TTM): 151.33X Cap: $1.35T
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Q: Hi,

I was looking to purchase some Tesla US this morning and I, for the first time, saw the Canadian CDR currency hedged option. Can you provide any guidance as to the preference of one over the other. (I do get that the currency risk (or alternately, reward) is reduced (or eliminated). Is there any other information should be aware of ?

Upvote 1

Read Answer Asked by Jim on May 20, 2025

• Doximity Inc. Class A (DOCS $58.55)
  • $58.55 P/E (TTM): 52.19X Cap: $10.91B
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Q: Your view on their Q earnings announced last night would be appreciated, please and thank you.

Upvote 1

Read Answer Asked by Mike on May 20, 2025

• iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) (XMH $27.67)
  • $27.67 P/E (TTM): 32.96X Cap: $351M
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• iShares Core S&P Mid-Cap ETF (IJH $62.54)
  • $62.54 P/E (TTM): 33.4X Cap: $95.70B
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Q: hi 5i
can I get your top pick(s) for an ETF non-leveraged for US small/mid (combined if possible) cap equities please? can you provide one (or more) that is $CDN hedged too please. cheers, Chris

Upvote 3

Read Answer Asked by chris on May 20, 2025

• Nebius Group N.V. (NBIS $65.31)
  • $65.31 Cap: $15.55B
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Q: Could you please provide your impression of the results and of the information provided during the conference call this morning?
From the information provided today, what gives you the most optimism about the company's future and what is one (or more) thing that investors should be weary of or keep any eye on.
After digesting the information provided today, are you more or less excited about the company and it's future than you were yesterday?

Upvote 20

Read Answer Asked by Geoffrey on May 20, 2025

• ADF Group Inc. Subordinate Voting Shares (DRX $8.75)
  • $8.75 P/E (TTM): 5.21X Cap: $245M
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Q: Hi, I bought this when it looked cheap, and it's dropped about 40% since! Part of me wants to hold on, but I also feel that selling at a loss would let me invest the money into better stocks. How would you view the growth of this company over the next one or two years, please? Thank you.

Upvote 6

Read Answer Asked by Jay on May 20, 2025

• Royal Bank of Canada (RY $182.12)
  • $182.12 P/E (TTM): 19.47X Cap: $256.22B
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Q: RY has had a nice run over the last month. When you look at its fundamentals, will it continue to run a bit more? Would you buy now, at its current price?

Upvote 5

Read Answer Asked by Greg on May 20, 2025

• Apple Inc. (AAPL $220.03)
  • $220.03 P/E (TTM): 31.61X Cap: $3.16T
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• Amazon.com Inc. (AMZN $223.13)
  • $223.13 P/E (TTM): 34.81X Cap: $2.37T
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• Meta Platforms Inc. (META $761.83)
  • $761.83 P/E (TTM): 29.85X Cap: $1.93T
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• Alphabet Inc. (GOOG $197.28)
  • $197.28 P/E (TTM): 21.8X Cap: $2.38T
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• Microsoft Corporation (MSFT $520.84)
  • $520.84 P/E (TTM): 40.82X Cap: $3.90T
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• Netflix Inc. (NFLX $1,180.37)
  • $1,180.37 P/E (TTM): 48.91X Cap: $500.76B
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• NVIDIA Corporation (NVDA $180.77)
  • $180.77 P/E (TTM): 57.5X Cap: $4.37T
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• Booking Holdings Inc. (BKNG $5,432.10)
  • $5,432.10 P/E (TTM): 34.03X Cap: $179.43B
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• Eli Lilly and Company (LLY $640.86)
  • $640.86 P/E (TTM): 62.32X Cap: $707.36B
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• UnitedHealth Group Incorporated (DE) (UNH $244.67)
  • $244.67 P/E (TTM): 10.51X Cap: $222.95B
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• United Rentals Inc. (URI $854.61)
  • $854.61 P/E (TTM): 22.49X Cap: $55.41B
  • View URI Profile
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• Tesla Inc. (TSLA $322.27)
  • $322.27 P/E (TTM): 169.63X Cap: $1.03T
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• KKR & Co. Inc. (KKR $142.19)
  • $142.19 P/E (TTM): 61.49X Cap: $128.75B
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• Advanced Micro Devices Inc. (AMD $172.40)
  • $172.40 P/E (TTM): 127.23X Cap: $264.48B
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• Arista Networks Inc. (ANET $139.28)
  • $139.28 P/E (TTM): 49.84X Cap: $174.29B
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• ASML Holding N.V. (ASML $713.12)
  • $713.12 P/E (TTM): 30.65X Cap: $271.74B
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• Powell Industries Inc. (POWL $233.41)
  • $233.41 P/E (TTM): 16.59X Cap: $2.74B
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• CrowdStrike Holdings Inc. (CRWD $425.00)
  • $425.00 Cap: $105.93B
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• Cellebrite DI Ltd. (CLBT $13.82)
  • $13.82 Cap: $3.31B
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Q: Good morning!

Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.

What are “your” top 3 US additions to this list? Thank you for all the incredible things here.

Upvote 15

Read Answer Asked by Adam on May 20, 2025

• MicroStrategy Incorporated (MSTR $402.01)
  • $402.01 Cap: $108.71B
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• Galaxy Digital Inc. Class A common stock (GLXY $38.61)
  • $38.61 Cap: $13.01B
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• Coinbase Global Inc (COIN $310.79)
  • $310.79 P/E (TTM): 28.82X Cap: $78B
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• Fidelity Advantage Bitcoin ETF (FBTC $53.22)
  • $53.22 Cap: $1.37B
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• ISHARES BITCOIN TR (IBIT $66.83)
  • $66.83 Cap: $85.48B
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• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $102.65)
  • $102.65 Cap: $22.01B
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Q: I'm looking to add some bitcoin exposure to my portfolio. What is the best way to do this? I know of MSTR and FBTC but I saw in a previous question that you prefer the bitcoin etf or whatnot to be in usd. Can you recommend some stocks or ETF that would give this exposure without having to purchase it directly?

Upvote 2

Read Answer Asked by Danielle on May 20, 2025

Q: As an investment in the cryptocurrency theme, what can you tell me about Hyperliquid.

Upvote 1

Read Answer Asked by Geoffrey on May 20, 2025

• K-Bro Linen Inc. (KBL $33.40)
  • $33.40 P/E (TTM): 20.21X Cap: $357M
  • View KBL Profile
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Q: Could I have your thoughts on K-Bro’s acquisition of Star Mayan in the U.K. - the largest in the company’s history and described by the CEO as “ transformative “.
Thank-you.

Upvote 3

Read Answer Asked by William on May 20, 2025

• UnitedHealth Group Incorporated (DE) (UNH $244.67)
  • $244.67 P/E (TTM): 10.51X Cap: $222.95B
  • View UNH Profile
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Q: do you think it's a good time to start getting some of this stock? Is the Canadian or US side better? I see that 5i staff owns unh.us and I'm guessing that their ACB is higher than the current price.

Upvote 3

Read Answer Asked by Brenda on May 20, 2025