Investment Q&A

• Nebius Group N.V. (NBIS $52.00)
  • $52.00 Cap: $12.38B
  • View NBIS Profile
  • View Questions on NBIS
• CoreWeave Inc. (CRWV $104.14)
  • $104.14 Cap: $49.98B
  • View CRWV Profile
  • View Questions on CRWV

Q: Recently, Nebius's stock price has seen a significant surge. This morning at 7 am pre-market, it jumped another 5%. What's driving this upward trend? I currently hold a small portion of the stock shares. Should I consider adding to my position? I'd appreciate any insights you can provide. Thanks.

Upvote 9

Read Answer Asked by Esther on June 05, 2025

• NVIDIA Corporation (NVDA $173.72)
  • $173.72 P/E (TTM): 56.04X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
  • View CLS Profile
  • View Questions on CLS

Q: The latest SA article on your website says CLS is massively overvalued.Your thoughts please.

Upvote 5

Read Answer Asked by blake on June 05, 2025

• BMO MSCI EAFE High Quality Index ETF (ZIQ $29.73)
  • $29.73 P/E (TTM): 21.49X Cap: $214M
  • View ZIQ Profile
  • View Questions on ZIQ

Q: Hello, what is your opinion of the MSCI world ex-USA sector neutral quality index in general? There is a new ETF that follows something similar, but it is probably to early to invest in. Thanks

Upvote 6

Read Answer Asked by Martin on June 05, 2025

• Happy Belly Food Group Inc. (HBFG $1.02)
  • $1.02 Cap: $132M
  • View HBFG Profile
  • View Questions on HBFG

Q: What are your thoughts on HBFG's recent results and would be a buyer here (with a long term intention)?

Thanks for the great service.

Upvote 1

Read Answer Asked by Scott on June 05, 2025

• Alphabet Inc. (GOOG $189.95)
  • $189.95 P/E (TTM): 21.2X Cap: $2.29T
  • View GOOG Profile
  • View Questions on GOOG
• Magna International Inc. (MG $57.05)
  • $57.05 P/E (TTM): 10.41X Cap: $16.35B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: How involved is Magna with robotaxis produced by Waymo?

Thx

Upvote 3

Read Answer Asked by blake on June 05, 2025

• iShares Russell 2000 Growth ETF (IWO $284.45)
  • $284.45 P/E (TTM): 4.55X Cap: $11.47B
  • View IWO Profile
  • View Questions on IWO
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $38.58)
  • $38.58 P/E (TTM): 10.93X Cap: $6.23B
  • View VIU Profile
  • View Questions on VIU
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $95.79)
  • $95.79 Cap: $2.05B
  • View VGG Profile
  • View Questions on VGG
• Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV $18.00)
  • $18.00 P/E (TTM): 34.21X Cap: $753M
  • View HDIV Profile
  • View Questions on HDIV

Q: Could you suggest for a RSP portfolio, starting from a cash balance of 150K, an array of 5 ETFs, covering Canadian and US/International sectors.
Would VGG selling in CAD qualify for the exemption of US taxes, or does it need to be a US traded ETF to qualify.
Take as many questions credit as needed.
Thank you.

Upvote 11

Read Answer Asked by francois on June 05, 2025

• GLOBAL X FDS (BOTZ $33.12)
  • $33.12 P/E (TTM): 92.25X Cap: $2.79B
  • View BOTZ Profile
  • View Questions on BOTZ
• GLOBAL X FDS (AIQ $43.47)
  • $43.47 P/E (TTM): 33.93X Cap: $4.02B
  • View AIQ Profile
  • View Questions on AIQ

Q: I am looking to add either AIQ or BOTZ to my portfolio for a long term hold. Both are ETF's. AIQ seems more focused on artificial intelligence while BOTZ is more focused on robotics. What would your preference be at this time?

Thanks

Upvote 2

Read Answer Asked by philip on June 05, 2025

• Alphabet Inc. (GOOG $189.95)
  • $189.95 P/E (TTM): 21.2X Cap: $2.29T
  • View GOOG Profile
  • View Questions on GOOG
• Tesla Inc. (TSLA $302.63)
  • $302.63 P/E (TTM): 166.28X Cap: $976.11B
  • View TSLA Profile
  • View Questions on TSLA
• Uber Technologies Inc. (UBER $86.91)
  • $86.91 P/E (TTM): 15.22X Cap: $181.74B
  • View UBER Profile
  • View Questions on UBER

Q: In less than a year, Waymo has increased its weekly ride volume from 10,000 in August 2023 to more than 250,000 today. According to California Public Utilities Commission filings, the company's momentum has accelerated sharply, with March 2025 alone showing a 27% jump in paid rides after months of slower growth. Do you think it could become a big part of Google in the coming years ? They seems to have the lead compare to the competitors like tesla, uber ...

Upvote 6

Read Answer Asked by jean on June 05, 2025

• Hecla Mining Company (HL $5.69)
  • $5.69 P/E (TTM): 46.33X Cap: $3.59B
  • View HL Profile
  • View Questions on HL

Q: Hecla stock price has gone up 20% over the last few weeks. I cannot find any company news releases explaining this increase. Do you know why? Thanks

Upvote 1

Read Answer Asked by Michael on June 05, 2025

• Medtronic plc. (MDT $89.34)
  • $89.34 P/E (TTM): 24.75X Cap: $114.46B
  • View MDT Profile
  • View Questions on MDT

Q: This is in response to Dean's question about the tax treatment of Irish companies like MDT. I hold MDT in a non-registered account and the withholding taxes can be claimed back against my Canadian taxes. The MDT withholding taxes are reported on the T5 as foreign dividend income. In the past, I learned the hard way that taxes are deducted from dividends received from non-US foreign companies held inside an RRSP. I don’t have any knowledge of tax treaties, but that's my experience.

Upvote 1

Read Answer Asked by David on June 05, 2025

Q: What are your top 5 gold stocks 1 being the best?

Upvote 8

Read Answer Asked by Gary on June 05, 2025

• Pan American Silver Corp. (PAAS $37.28)
  • $37.28 P/E (TTM): 31.28X Cap: $13.58B
  • View PAAS Profile
  • View Questions on PAAS
• Hecla Mining Company (HL $5.69)
  • $5.69 P/E (TTM): 46.33X Cap: $3.59B
  • View HL Profile
  • View Questions on HL
• First Majestic Silver Corp. (AG $10.82)
  • $10.82 Cap: $5.24B
  • View AG Profile
  • View Questions on AG

Q: What are your top 5silver stocks 1 being the best?

Upvote 5

Read Answer Asked by Gary on June 05, 2025

• Alphabet Inc. (GOOG $189.95)
  • $189.95 P/E (TTM): 21.2X Cap: $2.29T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $483.12)
  • $483.12 P/E (TTM): 70.73X Cap: $173.18B
  • View ISRG Profile
  • View Questions on ISRG
• Booking Holdings Inc. (BKNG $5,386.29)
  • $5,386.29 P/E (TTM): 33.58X Cap: $174.56B
  • View BKNG Profile
  • View Questions on BKNG
• JPMorgan Chase & Co. (JPM $289.37)
  • $289.37 P/E (TTM): 14.2X Cap: $804.18B
  • View JPM Profile
  • View Questions on JPM
• Axon Enterprise Inc. (AXON $742.47)
  • $742.47 P/E (TTM): 179.34X Cap: $57.80B
  • View AXON Profile
  • View Questions on AXON

Q: What are your top 5 stocks in North America with no consideration of portfolio mix 1 being the best?

Upvote 49

Read Answer Asked by Gary on June 05, 2025

Q: What are your top 5 dividend stocks 1 being the best?

Upvote 17

Read Answer Asked by Gary on June 05, 2025

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.21)
  • $19.21 P/E (TTM): 9.06X Cap: $1.60B
  • View TCL.A Profile
  • View Questions on TCL.A

Q: Hi,

Could you comment on their results just published ?

Thanks

Upvote 6

Read Answer Asked by Guy on June 05, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $38.58)
  • $38.58 P/E (TTM): 10.93X Cap: $6.23B
  • View VIU Profile
  • View Questions on VIU

Q: How would you suggest a 76 year old who has been retired for 15 years invest $500K+ from selling his family home? Living expenses are paid for already.

Upvote 9

Read Answer Asked by Thai on June 05, 2025

• Ivanhoe Mines Ltd. (IVN $10.65)
  • $10.65 P/E (TTM): 24.3X Cap: $14.39B
  • View IVN Profile
  • View Questions on IVN

Q: Any reason why IVN dropped so much in the last few days. Would you buy it here?
Your insight is appreciated.

Peter

Upvote 2

Read Answer Asked by Peter on June 05, 2025

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $19.68)
  • $19.68 P/E (TTM): 50.74X Cap: $653M
  • View ZWE Profile
  • View Questions on ZWE
• BMO MSCI EAFE Index ETF (ZEA $25.60)
  • $25.60 P/E (TTM): 20.92X Cap: $9.65B
  • View ZEA Profile
  • View Questions on ZEA
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $38.58)
  • $38.58 P/E (TTM): 10.93X Cap: $6.23B
  • View VIU Profile
  • View Questions on VIU
• Vanguard FTSE Developed Markets ETF (VEA $56.02)
  • $56.02 P/E (TTM): 0.15X Cap: $152.92B
  • View VEA Profile
  • View Questions on VEA

Q: Do you like these equally? Goal- growth, safety, income in TFSA for exposure outside Canada/US. Thank you!

Upvote 3

Read Answer Asked by Neil on June 05, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD $32.02)
  • $32.02 P/E (TTM): 97.83X Cap: $2.25B
  • View XGD Profile
  • View Questions on XGD
• Global X Gold Producer Equity Covered Call ETF (GLCC $36.86)
  • $36.86 P/E (TTM): 18.47X Cap: $388M
  • View GLCC Profile
  • View Questions on GLCC
• YieldMax Gold Miners Option Income Strategy ETF (GDXY $14.70)
  • $14.70 Cap: $104M
  • View GDXY Profile
  • View Questions on GDXY

Q: What are your best ideas for generating yield in the precious metals space? Can you name some ETFs, miners and streamers that have decent yields?

Any thing specific in the silver space for yield?

Thanks!

Upvote 1

Read Answer Asked by Robert on June 05, 2025

• Coeur Mining Inc. (CDE $8.68)
  • $8.68 P/E (TTM): 31.0X Cap: $5.55B
  • View CDE Profile
  • View Questions on CDE
• Hecla Mining Company (HL $5.69)
  • $5.69 P/E (TTM): 46.33X Cap: $3.59B
  • View HL Profile
  • View Questions on HL

Q: Thoughts on projects/assets of these two and potential for growth, stock upside potential?

Also, excepting a lot of risk, what are your best upside ideas in the silver space?

Thank you.

Upvote 2

Read Answer Asked by Robert on June 05, 2025