Investment Q&A

• Apple Inc. (AAPL $278.97)
  • $278.97 P/E (TTM): 34.76X Cap: $4.01T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $203.93)
  • $203.93 P/E (TTM): 29.11X Cap: $2.22T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $663.75)
  • $663.75 P/E (TTM): 28.83X Cap: $1.69T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $311.86)
  • $311.86 P/E (TTM): 30.01X Cap: $3.85T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $403.87)
  • $403.87 P/E (TTM): 25.87X Cap: $3.06T
  • View MSFT Profile
  • View Questions on MSFT
• Netflix Inc. (NFLX $79.96)
  • $79.96 P/E (TTM): 4.03X Cap: $347.10B
  • View NFLX Profile
  • View Questions on NFLX
• NVIDIA Corporation (NVDA $191.52)
  • $191.52 P/E (TTM): 47.16X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $4,333.54)
  • $4,333.54 P/E (TTM): 27.6X Cap: $137.99B
  • View BKNG Profile
  • View Questions on BKNG
• Eli Lilly and Company (LLY $1,022.38)
  • $1,022.38 P/E (TTM): 51.11X Cap: $969.01B
  • View LLY Profile
  • View Questions on LLY
• UnitedHealth Group Incorporated (DE) (UNH $278.65)
  • $278.65 P/E (TTM): 14.38X Cap: $247.49B
  • View UNH Profile
  • View Questions on UNH
• United Rentals Inc. (URI $878.10)
  • $878.10 P/E (TTM): 22.7X Cap: $55.22B
  • View URI Profile
  • View Questions on URI
• Tesla Inc. (TSLA $423.89)
  • $423.89 P/E (TTM): 386.41X Cap: $1.59T
  • View TSLA Profile
  • View Questions on TSLA
• KKR & Co. Inc. (KKR $105.28)
  • $105.28 P/E (TTM): 45.46X Cap: $95.57B
  • View KKR Profile
  • View Questions on KKR
• Advanced Micro Devices Inc. (AMD $211.14)
  • $211.14 P/E (TTM): 106.4X Cap: $347.70B
  • View AMD Profile
  • View Questions on AMD
• Arista Networks Inc. (ANET $139.75)
  • $139.75 P/E (TTM): 53.69X Cap: $180.64B
  • View ANET Profile
  • View Questions on ANET
• ASML Holding N.V. (ASML $1,433.95)
  • $1,433.95 P/E (TTM): 63.92X Cap: $555.95B
  • View ASML Profile
  • View Questions on ASML
• Powell Industries Inc. (POWL $576.91)
  • $576.91 P/E (TTM): 36.49X Cap: $6.92B
  • View POWL Profile
  • View Questions on POWL
• CrowdStrike Holdings Inc. (CRWD $408.83)
  • $408.83 Cap: $104.21B
  • View CRWD Profile
  • View Questions on CRWD
• Cellebrite DI Ltd. (CLBT $14.30)
  • $14.30 Cap: $3.57B
  • View CLBT Profile
  • View Questions on CLBT

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

• Strategy Inc (MSTR $125.18)
  • $125.18 P/E (TTM): 6.57X Cap: $38.21B
  • View MSTR Profile
  • View Questions on MSTR
• Galaxy Digital Inc. Class A common stock (GLXY $27.33)
  • $27.33 Cap: $11.21B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Coinbase Global Inc (COIN $150.06)
  • $150.06 P/E (TTM): 14.49X Cap: $43.81B
  • View COIN Profile
  • View Questions on COIN
• Fidelity Advantage Bitcoin ETF (FBTC $29.80)
  • $29.80 Cap: $1.10B
  • View FBTC Profile
  • View Questions on FBTC
• ISHARES BITCOIN TR (IBIT $37.85)
  • $37.85 Cap: $52.37B
  • View IBIT Profile
  • View Questions on IBIT
• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $58.19)
  • $58.19 Cap: $14.76B
  • View FBTC Profile
  • View Questions on FBTC

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 $35.03)
  • $35.03 P/E (TTM): 21.08X Cap: $455M
  • View KBL Profile
  • View Questions on KBL
  • View Reports on KBL

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 $278.65)
  • $278.65 P/E (TTM): 14.38X Cap: $247.49B
  • View UNH Profile
  • View Questions on UNH

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

• Timbercreek Financial Corp. (TF $7.09)
  • $7.09 P/E (TTM): 16.2X Cap: $590M
  • View TF Profile
  • View Questions on TF

Q: What do you think of Timber Creek Financial?

Upvote 2

Read Answer Asked by Keith on May 20, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $27.33)
  • $27.33 Cap: $11.21B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: I am up 140% on GLXY. Thank you.

I believe the strong recent performance is due to its NAXDAQ listing.

If this is the main reason it is up in a few days/week this news will be old and it will most likely pull back.

It's RSI is overbought and CCI is bearish.

What is your take on this? Has it hit a short term peak and will pull back shortly?

Sheldon

Upvote 5

Read Answer Asked by Sheldon on May 20, 2025

• INVESCO QQQ Trust (QQQ $612.25)
  • $612.25 P/E (TTM): 30.22X Cap: $403.17B
  • View QQQ Profile
  • View Questions on QQQ
• ProShares Short QQQ -1x Shares (PSQ $30.44)
  • $30.44 Cap: $757M
  • View PSQ Profile
  • View Questions on PSQ
• BetaPro NASDAQ-100 -2x Daily Bear ETF (QQD $6.70)
  • $6.70 P/E (TTM): 38.64X Cap: $59M
  • View QQD Profile
  • View Questions on QQD

Q: Can you please comment about ETFs that short the QQQ. I see that SQQQ has a market cap of $2.78B compared with $651M for PSQ; is SQQQ the best choice at 4x the size? SQQQ and PSQ apparently pay high dividends, is that really the case? Finally, with QQD's market cap of only $59M, is this ETF just too small to consider?
Thanks!

Upvote 1

Read Answer Asked by Grant on May 20, 2025

• Canadian Natural Resources Limited (CNQ $54.95)
  • $54.95 P/E (TTM): 16.76X Cap: $110.46B
  • View CNQ Profile
  • View Questions on CNQ
• Peyto Exploration & Development Corp. (PEY $25.62)
  • $25.62 P/E (TTM): 13.7X Cap: $5.08B
  • View PEY Profile
  • View Questions on PEY
• Celestica Inc. (CLS $390.87)
  • $390.87 P/E (TTM): 51.58X Cap: $46.47B
  • View CLS Profile
  • View Questions on CLS
• Magna International Inc. (MG $77.56)
  • $77.56 P/E (TTM): 14.5X Cap: $21.48B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• goeasy Ltd. (GSY $122.63)
  • $122.63 P/E (TTM): 9.46X Cap: $2.06B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Vitalhub Corp. (VHI $7.76)
  • $7.76 P/E (TTM): 156.86X Cap: $505M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Construction Partners Inc. (ROAD $134.50)
  • $134.50 P/E (TTM): 69.58X Cap: $7.21B
  • View ROAD Profile
  • View Questions on ROAD
• Cellebrite DI Ltd. (CLBT $14.30)
  • $14.30 Cap: $3.57B
  • View CLBT Profile
  • View Questions on CLBT
• Propel Holdings Inc. (PRL $24.96)
  • $24.96 P/E (TTM): 11.7X Cap: $1.01B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: I'm writing to follow up on your response to Josh's questions regarding beaten-down Canadian stocks.

Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?

Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.

Thank you,

Upvote 25

Read Answer Asked by Karim on May 20, 2025

• BeWhere Holdings Inc. (BEW $0.90)
  • $0.90 P/E (TTM): 90.0X Cap: $80M
  • View BEW Profile
  • View Questions on BEW

Q: please provide an opinion re this small cap company. they are profitable ,lots of cash and getting better re sales and operations.

Upvote 1

Read Answer Asked by brian on May 20, 2025

• Mattr Corp. (MATR $9.36)
  • $9.36 P/E (TTM): 16.12X Cap: $569M
  • View MATR Profile
  • View Questions on MATR

Q: Peter and His Wonder Team
There quarterly results look strong...Please give me your prognosis for MATR:CA. In other words is it a good buy in terms of growth and valuation or am I missing something?
Thanks for your objective and professional opinion which is always helpful.

Upvote 1

Read Answer Asked by Ernest on May 20, 2025

• Maya Gold & Silver Inc. (AYA)
  • Cap: $159M
  • View AYA Profile
  • View Questions on AYA

Q: Please give an updated opinion on Maya Gold and Silver.Thanks.

Upvote 2

Read Answer Asked by Maurice on May 20, 2025

Q: Hello, when I look at the MAGS etf from Roundhill through my broker, it shows that is owns 51% in US treasuries and swaps as well as MAG 7 stocks. Can you explain how that works ? I would of thought they just own the MAG7 stocks,

Upvote 3

Read Answer Asked by Robbie on May 20, 2025

• Constellation Software Inc. (CSU $2,280.91)
  • $2,280.91 P/E (TTM): 56.5X Cap: $51.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Everyone, looking at a five year chart, at November 2022, the slope of the line changed. Any explanation on why the slope changed significantly? Clayton

Upvote 5

Read Answer Asked by Clayton on May 20, 2025

Q: Hi, easy one for you, I hope!
When you talk about opening a position, or 1/4 position, and so on, how much is a position? 4% of the total portfolio?
thank you

Upvote 4

Read Answer Asked by Jay on May 20, 2025

Q: Could you please provide some commentary on the Moody’s downgrade of US debt? That’s now three ratings agencies for three I believe. Thank you, Michael

Upvote 4

Read Answer Asked by Michael on May 20, 2025

Q: Do actively managed bond funds have a history of outperforming bond etfs? My bond etf doesn’t seem to move much.

Upvote 3

Read Answer Asked by Peter on May 20, 2025

• Leon's Furniture Limited (LNF $27.85)
  • $27.85 P/E (TTM): 11.28X Cap: $1.93B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF

Q: Profit margin increased, higher revenue... in a tough retail environment Leon's seems to be getting stronger. Would you agree?
Could you comment on earnings.
Wouldyou add?

Upvote 3

Read Answer Asked by Harry on May 20, 2025

Q: Half of my investments are in US dollars , mostly in large cap Tech and Financials . With erosion of USD value I am concerned on the future value of my holdings . I could convert some currency back to CAD through purchasing some dual listed equities ( Norbert's Gambit ) . Is that a wise strategy as opposed to liquidating and holding US cash ?

Upvote 7

Read Answer Asked by Thomas on May 20, 2025

• Service Corporation International (SCI $83.86)
  • $83.86 P/E (TTM): 22.8X Cap: $11.68B
  • View SCI Profile
  • View Questions on SCI

Q: Would you see this as a company to own long-term in the stalwart category and what is your opinion for current prospects/valuation?

Upvote 1

Read Answer Asked by Michael on May 20, 2025