Investment Q&A

• Novo Nordisk A/S (NVO $50.21)
  • $50.21 P/E (TTM): 12.8X Cap: $363.68B
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Q: Hi,

I am considering a position in novo nordisk (the CDR).

1) Is this a good investment?

2) I have an uneasy feeling about the hedged CDRs. Where do they make their money? Where is the retail investor getting exploited?

Cheers,
David

Upvote 2

Read Answer Asked by D on August 05, 2025

• UnitedHealth Group Incorporated (DE) (UNH $247.75)
  • $247.75 P/E (TTM): 10.29X Cap: $221.95B
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Q: Why do you think Health Care stocks around the world seem to be down on a yearly basis? Is there anything other than a normal cycle shift?

Thank you

Paul

Upvote 2

Read Answer Asked by paul on August 05, 2025

• Figma Inc. Class A (FIG $78.88)
  • $78.88 Cap: $2.43B
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• Circle Internet Group Inc. Class A (CRCL $162.90)
  • $162.90 Cap: $33.72B
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Q: First, CRCL: Great IPO …. But now be pounded down!
How did this love affair end so quickly and be penalized so severely?

Would you see something similar happening with FIG?

There seems to be a lot of interest in jumping onto that bandwagon right now but I gather your advice is to hold off for now.

Thanks for your insights.

Upvote 3

Read Answer Asked by Donald on August 05, 2025

• TMX Group Limited (X $57.45)
  • $57.45 P/E (TTM): 37.05X Cap: $16.05B
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Q: Hi guys

Please provide feedback for the following quarterly results, X,

Thanks,

Jim

Upvote 3

Read Answer Asked by jim on August 05, 2025

• LKQ Corporation (LKQ $29.38)
  • $29.38 P/E (TTM): 10.97X Cap: $7.65B
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• Boyd Group Services Inc. (BYD $187.02)
  • $187.02 P/E (TTM): 227.01X Cap: $4.02B
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Q: Any thoughts/insights on the current drop other than I recently acquired :)

Upvote 1

Read Answer Asked by Steven on August 05, 2025

• Topicus.com Inc. (TOI $182.67)
  • $182.67 P/E (TTM): 95.43X Cap: $23.76B
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• Lumine Group Inc. (LMN $52.20)
  • $52.20 Cap: $13.49B
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Q: Your thoughts please on the quarter? Thx

Upvote 11

Read Answer Asked by blake on August 05, 2025

Q: further to six figure estate RIFF taxations----I am an 88 year old in that high tax bracket.

an additional strategy is to give while still alive to receivers in lower brackets ---- you see what they do with it. I found they use it wisely.

Upvote 9

Read Answer Asked by joe on August 04, 2025

• Constellation Software Inc. (CSU $4,680.00)
  • $4,680.00 P/E (TTM): 98.64X Cap: $98.54B
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Q: What are the estimates for the upcoming earnings of Constellation Software ?

Thanks

Upvote 3

Read Answer Asked by rajeev on August 04, 2025

• Celestica Inc. (CLS $282.77)
  • $282.77 P/E (TTM): 44.41X Cap: $31.79B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.17)
  • $205.17 P/E (TTM): 127.36X Cap: $269.28B
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• Tesla Inc. (TSLA $331.33)
  • $331.33 P/E (TTM): 175.77X Cap: $1.03T
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• Miscellaneous (MISC)
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• Galaxy Digital Inc. Class A common stock (GLXY $37.58)
  • $37.58 Cap: $13.38B
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• Robinhood Markets Inc. (HOOD $116.33)
  • $116.33 P/E (TTM): 53.9X Cap: $98.15B
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• Rocket Lab Corporation (RKLB $43.97)
  • $43.97 Cap: $20.39B
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Q: Hi there, if you had to buy 3 Canadian and 3 US stocks today that you feel have multibagger potential, looking out 5 to 10 years, which stocks would they be? Not looking for names that high a decent chance to go to 0 either however!

Upvote 40

Read Answer Asked by Michael on August 01, 2025

Q: What role do charts play in your ratings/recommendations?
What indicators do you most favour?
What formations do you feel are most helpful in your assessments?

Thank you,

John

Upvote 10

Read Answer Asked by John on August 01, 2025

Q: Everyone, if you could only listen to one Canadian and one American commentator, beside yourself, about business who are those people? Clayton

Upvote 21

Read Answer Asked by Clayton on August 01, 2025

• Canadian National Railway Company (CNR $127.58)
  • $127.58 P/E (TTM): 17.82X Cap: $79.31B
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• Fortis Inc. (FTS $69.98)
  • $69.98 P/E (TTM): 20.38X Cap: $35.03B
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Q: Having held FTS approx. 10 years I have enjoyed the total return. Now looking (in a well diversified RIF) at taking the gains and redeploying into CNR for some yield but predominantly capital gain over the next 3 to 5 years to bolster portfolio size due to increasing req. withdrawals (also own TFI and looking for similar upside on this). Thoughts?

Upvote 7

Read Answer Asked by Harry on August 01, 2025

• Freehold Royalties Ltd. (FRU $13.11)
  • $13.11 P/E (TTM): 17.01X Cap: $2.15B
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Q: Hi, 5i
What is your opinion of the latest earnings? Would you buy this company here? Thank you. Cheers

Upvote 6

Read Answer Asked by Hans on August 01, 2025

Q: Hi 5i, Digital coins question, As of mid-2025, there are over 17,000 cryptocurrencies in existence (1 7 0 0 0 lol) ; Bitcoin and Ethereum account for most of the total crypto market cap (~70%) ; these two are the darlings of the digital era "the GoTo" to be in the game.
Most cryptocurrencies lack real-world use cases, active development, or sustainable communities. Many are speculative, abandoned, or outright scams. Besides Bitcoin and Ethereum, what other coin(s) would you favor ? thanks

Upvote 5

Read Answer Asked by Fernando on August 01, 2025

• Microsoft Corporation (MSFT $522.71)
  • $522.71 P/E (TTM): 40.6X Cap: $3.87T
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Q: Hello,

May I have your take on Microsoft's earnings please?

It's price action has clearly been very strong. Do you feel that job cuts and big spending plans on AI are the main drivers here, or is there more to it?

Thank you!

Upvote 9

Read Answer Asked by Sandra on August 01, 2025

• Welltower Inc. (WELL $170.06)
  • $170.06 P/E (TTM): 96.55X Cap: $113.48B
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Q: Do you see this appreciating in the next year, or would you rate it a sell?

Upvote 1

Read Answer Asked by Howie on August 01, 2025

• Citigroup Inc. (C $92.48)
  • $92.48 P/E (TTM): 14.59X Cap: $167.94B
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Q: Is this stock likely to appreciate, in a material way, in the next year. Or is it a sell

Upvote 2

Read Answer Asked by Howie on August 01, 2025

• Coinbase Global Inc (COIN $306.76)
  • $306.76 P/E (TTM): 29.36X Cap: $79.85B
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• Robinhood Markets Inc. (HOOD $116.33)
  • $116.33 P/E (TTM): 53.9X Cap: $98.15B
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Q: Hello Everyone,

If no one has asked already, may I please have your assessment of Robinhood earnings & Coinbase earnings please.

Thank you.

Upvote 1

Read Answer Asked by Sandra on August 01, 2025

• Coinbase Global Inc (COIN $306.76)
  • $306.76 P/E (TTM): 29.36X Cap: $79.85B
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Q: Can I have your take on earnings and longer term outlook? Thank-you.

Upvote 2

Read Answer Asked by Alex on August 01, 2025

• Apple Inc. (AAPL $222.40)
  • $222.40 P/E (TTM): 33.22X Cap: $3.26T
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• Amazon.com Inc. (AMZN $222.66)
  • $222.66 P/E (TTM): 36.21X Cap: $2.37T
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Q: Hello Everyone,

What did you think of Apple and Amazon's earnings, along with their outlook?

Thank you!

Upvote 3

Read Answer Asked by Sandra on August 01, 2025