Investment Q&A

Q: Hi 5i,
In a recent answer regarding lithium it was mentioned that there are alternative technologies that may be disruptive. Is there a time frame that you could throw out there that these new technological breakthroughs might become commercially viable - best guess if this is an unknown.
Thanks

Upvote 3

Read Answer Asked by mike on June 13, 2025

• Cineplex Inc. (CGX $11.86)
  • $11.86 Cap: $752M
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• Cogeco Communications Inc. Subordinate Voting Shares (CCA $66.56)
  • $66.56 P/E (TTM): 8.62X Cap: $2.81B
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• Stingray Group Inc. Subordinate Voting Shares (RAY.A $10.81)
  • $10.81 P/E (TTM): 16.38X Cap: $731M
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• WildBrain Ltd. Common and Variable Voting Shares (WILD $1.51)
  • $1.51 Cap: $320M
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Q: Please comment on the year-end numbers. The company seems to be moving in the right direction. Are there any comparable U.S. or Canadian public companies that can help an investor determine if the stock is undervalued relative to its peers?

Upvote 1

Read Answer Asked by Murray on June 13, 2025

• Schrodinger Inc. (SDGR $19.31)
  • $19.31 Cap: $1.42B
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• TransMedics Group Inc. (TMDX $117.63)
  • $117.63 P/E (TTM): 60.57X Cap: $4.01B
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Q: What do you think of these two right now? Buy both or just one? I realize they are both somewhat speculative. Thanks,

Jason

Upvote 2

Read Answer Asked by Jason on June 13, 2025

• Wheaton Precious Metals Corp. (WPM $146.50)
  • $146.50 P/E (TTM): 60.08X Cap: $66.51B
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• Agnico Eagle Mines Limited (AEM $244.41)
  • $244.41 P/E (TTM): 35.81X Cap: $122.86B
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Q: I would like to add to my existing positions and I am asking your opinion as to your preference. A short comment would be appreciated.
Thank You!
Albert

Upvote 4

Read Answer Asked by ALBERT on June 13, 2025

• Visa Inc. (V $341.89)
  • $341.89 P/E (TTM): 33.39X Cap: $663.24B
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Q: Any particular reason for the decline in Visa today? Is this a good opportunity to buy?

Upvote 7

Read Answer Asked by Mike on June 13, 2025

• Meta Platforms Inc. (META $716.92)
  • $716.92 P/E (TTM): 26.01X Cap: $1.80T
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• Kraken Robotics Inc. (PNG $5.81)
  • $5.81 P/E (TTM): 96.83X Cap: $1.77B
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• Palantir Technologies Inc. (PLTR $178.15)
  • $178.15 P/E (TTM): 593.83X Cap: $422.63B
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• Archer Aviation Inc. Class A (ACHR $11.24)
  • $11.24 Cap: $7.25B
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Q: Thank you for your continued source of guidance and information.
Which public companies that you are aware of have contracts or business relationships with the private company Anduril?
Thank you for your help
Terry

Upvote 3

Read Answer Asked by Terry on June 13, 2025

• Amplify Cybersecurity ETF (HACK $85.28)
  • $85.28 P/E (TTM): 34.6X Cap: $2.28B
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• Strategy Inc (MSTR $289.87)
  • $289.87 P/E (TTM): 26.52X Cap: $82.19B
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• Galaxy Digital Inc. Class A common stock (GLXY $52.92)
  • $52.92 Cap: $19.91B
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• Palantir Technologies Inc. (PLTR $178.15)
  • $178.15 P/E (TTM): 593.83X Cap: $422.63B
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• Coinbase Global Inc (COIN $336.02)
  • $336.02 P/E (TTM): 32.5X Cap: $86.33B
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• Archer Aviation Inc. Class A (ACHR $11.24)
  • $11.24 Cap: $7.25B
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• IonQ Inc. (IONQ $62.94)
  • $62.94 Cap: $18.68B
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• Core Scientific Inc. (CORZ $19.00)
  • $19.00 Cap: $5.80B
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• iShares Blockchain and Tech ETF (IBLC $61.33)
  • $61.33 P/E (TTM): 20.86X Cap: $98M
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• Tempus AI Inc. (TEM $87.78)
  • $87.78 Cap: $15.24B
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Q: For a small amount of risk money, what is your top recommendation for the next 12 months? What stock or ETF sub-sector do you see with the greatest upside potential?

Thanks for this excellent service.

Upvote 17

Read Answer Asked by Dale on June 13, 2025

• Geodrill Limited Ordinary Shares (GEO $3.50)
  • $3.50 P/E (TTM): 8.98X Cap: $165M
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Q: Hello can I get your take on this company and its current valuation? Also I noticed there is a large insider seller in sustainable capital that has been dumping a lot of shares despite very good quarterly results. Is this a concern? And about How many shares do they have remaining to sell? Thanks

Upvote 3

Read Answer Asked by Scott on June 13, 2025

• Arista Networks Inc. (ANET $143.10)
  • $143.10 P/E (TTM): 56.12X Cap: $179.85B
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Q: Good morning,

Could I get an update on your thoughts about this company. I’d like to fill out my position as it establishes a rebound.

Thank you.

Upvote 1

Read Answer Asked by Adam on June 13, 2025

• Scotia Selected Maximum Growth Portfolio - Ser F (BNS544 $39.79)
  • $39.79 P/E (TTM): 18.2X
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• Vanguard All-Equity ETF Portfolio (VEQT $53.28)
  • $53.28 P/E (TTM): 1.85X Cap: $9.42B
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• iShares Core Equity ETF Portfolio (XEQT $39.27)
  • $39.27 P/E (TTM): 8.92X Cap: $10.90B
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Q: I have BNS544 mutual fund, would like to know what 3 ETFs in order would you replace this mutual fund with. For a RRSP account.
Much appreciated

Upvote 1

Read Answer Asked by Alto on June 13, 2025

• Legend Power Systems Inc. (LPS $0.16)
  • $0.16 Cap: $22M
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Q: Puzzled by its performance after announcing 2 repeat orders for its main Smart Gate product. New low today. Small co. for sure but the product seems to work well and has no apparent problems. Would appreciate your thoughts here. Thanks

Upvote 1

Read Answer Asked by george on June 13, 2025

• Insmed Incorporated (INSM $165.76)
  • $165.76 Cap: $35.03B
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Q: Could I get your opinion of INSM please? Would you deem this company as high risk?

Thank you

Upvote 1

Read Answer Asked by kim on June 13, 2025

• Restaurant Brands International Inc. (QSR $94.42)
  • $94.42 P/E (TTM): 25.52X Cap: $42.96B
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Q: Hello I have owned QSR for a long time collecting the div and reinvesting I am still a believer in the Patrick Doyle story from when he helped Dominos Pizza. I do like most of their offerings with Firehouse subs and Popeyes quickly popping up everywhere and there is always a line up at Tim's . Do you see value in this name? What is dragging on it if anything. Do you have faith that Patrick Doyle can replicate his past successes.

As always thanks for the great service

Upvote 4

Read Answer Asked by Kolbi on June 13, 2025

• Johnson Controls International plc (JCI $108.83)
  • $108.83 P/E (TTM): 34.68X Cap: $71.21B
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Q: Thoughts on JCI. Why has this done so well over the past year and is this a name you would buy? Is continued growth expected?

Upvote 2

Read Answer Asked by Neil on June 13, 2025

• Secure Waste Infrastructure Corp. (SES $17.66)
  • $17.66 P/E (TTM): 21.28X Cap: $4.07B
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Q: Hi,
Can I get your opinion on Secure Waste Management? I realize it’s not a pure waste management company, but these type businesses seem to do well over time.

Upvote 2

Read Answer Asked by Scott on June 13, 2025

• Glaukos Corporation (GKOS $87.17)
  • $87.17 Cap: $4.99B
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Q: Can you please offer any thoughts/analytics on Glaukos (GKOS). Thanks.

Upvote 1

Read Answer Asked by Murray on June 13, 2025

• Kraken Robotics Inc. (PNG $5.81)
  • $5.81 P/E (TTM): 96.83X Cap: $1.77B
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• Vitalhub Corp. (VHI $10.24)
  • $10.24 P/E (TTM): 120.47X Cap: $574M
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• MDA Space Ltd. (MDA $34.72)
  • $34.72 P/E (TTM): 38.58X Cap: $4.33B
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Q: Have a small position in VHI, nothing in PNG and MDA. If you were to rank these three based on risk/reward and growth potential, how would you rank them for buying currently and a quick reason why? Thanks!

Upvote 12

Read Answer Asked by Keith on June 13, 2025

• Tesla Inc. (TSLA $439.31)
  • $439.31 P/E (TTM): 253.94X Cap: $1.41T
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• Energizer Holdings Inc. (ENR $24.89)
  • $24.89 P/E (TTM): 7.17X Cap: $1.63B
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• ABB Ltd. (ABBNY $73.91)
  • $73.91 P/E (TTM): 36.77X Cap: $135.85B
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• Enphase Energy Inc. (ENPH $36.56)
  • $36.56 P/E (TTM): 28.34X Cap: $4.78B
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Q: Can you recommend any companies that are in Energy Storage?

Upvote 1

Read Answer Asked by Danielle on June 13, 2025

• Booking Holdings Inc. (BKNG $5,070.02)
  • $5,070.02 P/E (TTM): 35.35X Cap: $164.31B
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Q: It costs $ 5,472.23 to buy one share of Booking this morning, which is a very high price per share for a retail investor.
Is the company trying to discourage retail investors?
Why wouldn't they do a split?

Upvote 7

Read Answer Asked by John on June 13, 2025

• Intuitive Surgical Inc. (ISRG $446.13)
  • $446.13 P/E (TTM): 62.14X Cap: $159.92B
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• ATS Corporation (ATS $36.43)
  • $36.43 Cap: $3.55B
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• Tesla Inc. (TSLA $439.31)
  • $439.31 P/E (TTM): 253.94X Cap: $1.41T
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• Serve Robotics Inc. (SERV $14.33)
  • $14.33 Cap: $858M
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• Symbotic Inc. (SYM $68.52)
  • $68.52 Cap: $44.49B
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• Nebius Group N.V. (NBIS $113.44)
  • $113.44 Cap: $27.01B
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Q: Can you recommend some stocks in Robotics?

Upvote 6

Read Answer Asked by Danielle on June 13, 2025