Investment Q&A

Q: Would you be in favor of a trim and diversification trade to PLTR and SMCI from NVDA at this point? While still planning to keep NVDA overweight.

Q: Hi Peter, in one of your answers you say that CSU is not cheap at 39x earnings and you would be comfortable owning it. Does that mean you would still buy it at today's price or would you wait for a chance to buy it at a cheaper price and do you think there is a possibility for a pull back. Thanks

Q: The long term chart of this one shows the current price back to where it was in 2002. Is that correct?

Thx

Q: From an income perspective, could you provide your thoughts for a retiree, non-registered and % holding you may or may not be comfortable. I am somewhat hesitant on these high yielding CC ETFs because I can't help but think you are eventually eroding principal at some point because if the options are exercised you will lose the upside. thanks

Q: What would be your top thee picks for US Market ETFs today and why? (10+ year hold)

Q: Could you please give me your opinion on HUT? It's had a good run the past couple of days. Thanks for all you do!

Q: I’m reviewing your report on GLXY and am somewhat confused with the ownership structure.
I am trying to understand this relationship and have a few questions.

GLXY only significant asset is 33.7% ownership in GDH.LP.

Am I correct that an investment in GLXY is an indirect but full investment in GDH.LP?

If GLXY only asset is the investment in GDH.LP why would GLXY have 440 employees worldwide?

Who are the other significant owners of GDH.LP?

Does GDH.LP trade on a market or is it private?

Based on your recommendation I did take a position on GLXY and I have done very well with it. And thank you in this regard.

I am now deciding if I should trim or hold and understanding this company structure will help me in my decision.

Thanks John

Q: Brad Jacobs has been president of the XPO and had done 2 spin off in the recent years (GXO and RXO).
He now plans to create a new company called QXO which trades on the nasdaq at the moment but is it actually the ticker symbol of this new company ? What do you think of this new name and would you take a position in the new entity at the moment or wait ? I am not sure if the capital structure of the company is actually finalized. They have big plans for the coming years. Thanks

Q: I am retired and in an income based RRSP your thoughts on switching ARC, SUNCOR and TOPAZ to the higher yielding EMAX and or ENCC

Q: Which one is the best buy today and WHY?
Thanks Again

Q: Peter,

Please provide the names of any recommended ETFs in CAD and in USD that specifically track the big 7 of the S & P.

Thanks

Paul

Q: Hello,
I am wondering if you can please provide some info on this preferred share. Bought many years ago as a "safe" investment only to see value decrease. Finally, it has hit 25 dollars. What is reasoning to hold preferred shares like these and why has this one risen? What makes this desirable now? Are they safer than common shares? I remember being told from an advisor that this is considered fixed income which I don't have a lot of. I have hated preferred shares for so long and am wondering if it makes sense to sell and reallocate funds to a bank or insurance stock. Thank you!

Q: In your opinion, would a trump win in November be positive or negative for Unh

Q: Hi 5i Team - This question has likely been asked before. Is it possible or probable that CSU would do a stock split. It is now over $4000 per share which makes it difficult for some smaller portfolios to take a partial position or increase/decrease partial positions. Thanks.

Q: Thinking of adding to my position in Astera Labs. Currently a 1/3 position. Is this a stock you would add to here, and is it one you would be comfortable with a full position?

Q: Hello Peter,
There is a possibility of rate cuts in US. Would the small cap space be good place to be? I was thinking of XSU, Russel 2000 index as opposed to XUU , the whole US market. Which one would be best in a lower rate scenario? Much appreciate it

Q: Hi, Any insights as to why the share price of SHOP is trading at a much higher forward P/E and forward P/FCF than all of the magnificent 7 with the exception of TSLA? As of end of trading Jul 15 this is the data I have:

Compare Forward P/E with Mag 7:
TSLA 88.54
SHOP 62.2
NVDA 43.95
AMZN 40.32
MSFT 35.9
AAPL 33.86
META 24.2
GOOG 24.1

Compare Forward P/FCF with Mag 7:
TSLA 133.02
SHOP 65.22
MSFT 48.2
NVDA 50.24
AMZN 35.03
AAPL 30.43
META 27.6
GOOG 28.5

Q: What are your five favourite software opportunities in Ai, with a brief reason why for each? It would help if you could list or rank them in terms of upside as well (most upside first).

Q: Could you please compare the key financial metrics of OTEX vs ENGH and tell me which one you feel is the better long term hold and why. Finally, is there a canadian tech company you prefer to either of these 2?

Many Thanks
Scott

Q: Can you comment on the prospects for this name?