Investment Q&A

• Celestica Inc. (CLS $340.13)
  • $340.13 P/E (TTM): 72.16X Cap: $39.26B
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• Cellebrite DI Ltd. (CLBT $17.17)
  • $17.17 Cap: $4.16B
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• Nebius Group N.V. (NBIS $124.18)
  • $124.18 Cap: $29.56B
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Q: I just saw the spike in CLS stock price today. I’ve been looking to buy but never did. Do you think it’s still a good time to buy or wait?
Would you sell all or some of NBIS or CLBT to buy CLS?
Thanks

Upvote 6

Read Answer Asked by Ben on July 30, 2025

• Canadian National Railway Company (CNR $130.55)
  • $130.55 P/E (TTM): 18.18X Cap: $81.08B
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• Canadian Pacific Kansas City Limited (CP $101.63)
  • $101.63 P/E (TTM): 23.1X Cap: $94.89B
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Q: Hi Folks,
CNR or CP for a TFSA. I currently own CNR. Thinking about switching to CP. Which one would you recommend?
Thanks

Upvote 4

Read Answer Asked by JOHN on July 30, 2025

• Galaxy Digital Inc. (GLXY $34.13)
  • $34.13 Cap: $13.70B
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Q: This has dipped quite a bit since news of massive sale of bitcoin (on behalf of a customer). Has the sale raised any concerns about the company fundamentally or do you figure the big drop might be more related to pre-earnings profit taking? I managed to buy soon before its drop. Thanks,

Jason

Upvote 5

Read Answer Asked by Jason on July 30, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $47.76)
  • $47.76 Cap: $19.13B
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Q: Why it dropped this much today.
Thanks,
Milan

Upvote 3

Read Answer Asked by Milan on July 30, 2025

• Adobe Inc. (ADBE $339.24)
  • $339.24 P/E (TTM): 21.67X Cap: $142B
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Q: What are your thoughts on Figma? And what would a reasonable entry price be when it starts trading?

Upvote 2

Read Answer Asked by Gregory on July 30, 2025

• UnitedHealth Group Incorporated (DE) (UNH $344.75)
  • $344.75 P/E (TTM): 15.39X Cap: $312.28B
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Q: Your analysis of the results out today please. What else could go wrong here to drive the price even further down?

Upvote 8

Read Answer Asked by Donald on July 29, 2025

• BlackSky Technology Inc. Class A (BKSY $19.67)
  • $19.67 Cap: $697M
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Q: BKSY seems to be in a freefall. Any concerns or is it a buying opportunity? I purchased after the recent initial 15% drop and it's dropped another 10% since then.

Upvote 2

Read Answer Asked by Jim on July 29, 2025

• Freeport-McMoRan Inc. (FCX $41.73)
  • $41.73 P/E (TTM): 30.95X Cap: $60.57B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.29)
  • $60.29 P/E (TTM): 106.49X Cap: $30.18B
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• Lundin Mining Corporation (LUN $22.68)
  • $22.68 Cap: $19.41B
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• Capstone Copper Corp. (CS $11.83)
  • $11.83 P/E (TTM): 87.98X Cap: $9.01B
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Q: What is the best company to benefit from higher copper prices long term? Currently own Teck but increasingly frustrated with frequent downward production revisions.

Thank you.

Upvote 6

Read Answer Asked by Brad on July 29, 2025

• TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
  • $12.28 P/E (TTM): 2.6X Cap: $5.94B
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• Skyward Specialty Insurance Group Inc. (SKWD $45.64)
  • $45.64 P/E (TTM): 14.28X Cap: $1.82B
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Q: TSU or SKWD for a 5 year hold? Are they too similar to hold both in a 25-30 stock portfolio?

Upvote 3

Read Answer Asked by Christian on July 29, 2025

• Winpak Ltd. (WPK $42.34)
  • $42.34 P/E (TTM): 14.1X Cap: $2.63B
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Q: Winpak has sold off sharply despite what looks to be reassurance that the back have of 2025 will start to show growth again (as they come out of a large capex cycle). Opportunity, or value trap?

Upvote 1

Read Answer Asked by Michael on July 29, 2025

• ICON plc (ICLR $165.33)
  • $165.33 P/E (TTM): 18.65X Cap: $13.35B
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Q: Hi, I'm curious your thoughts.

Upvote 1

Read Answer Asked by B on July 29, 2025

• Intermap Technologies Corporation (IMP $2.72)
  • $2.72 P/E (TTM): 207.63X Cap: $167M
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Q: The share price momentum appears to be accelerating lately with a surge in volume. An article in the globe outlined positive developments in its revenue base. How would you rank this now compared to your favourite small caps, especially in the defence sector?

Article link:
(https://www.theglobeandmail.com/investing/globe-advisor/advisor-funds/article-why-this-small-cap-manager-is-buying-intermap-and-cargojet-and/)

Upvote 2

Read Answer Asked by Alfred on July 29, 2025

• Salesforce Inc. (CRM $256.65)
  • $256.65 P/E (TTM): 36.96X Cap: $239.38B
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• ServiceNow Inc. (NOW $934.68)
  • $934.68 P/E (TTM): 117.98X Cap: $189.63B
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Q: I think the CRM and NOW will benefit from AI agents.

However these stocks are not performing well lately.

I am currently 10% down on both. Is it a good time to start DCA into them?

Upvote 5

Read Answer Asked by V on July 29, 2025

Q: Further to some news commentaries today, do you have any thoughts on market reaction if Trump discontinues trade negotiations with Canada and just imposes a flat tarriff? If that does happens can you suggest some income stocks that are potentially less at risk? Thank you

Upvote 8

Read Answer Asked by Ian on July 29, 2025

• QUALCOMM Incorporated (QCOM $177.26)
  • $177.26 P/E (TTM): 17.49X Cap: $192.78B
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Q: Hi there,

QCOMM seems to be on a roll in past few weeks is there any reason why? Do you see further upside?

Thank you.

Upvote 2

Read Answer Asked by Robert on July 29, 2025

• Robinhood Markets Inc. (HOOD $138.07)
  • $138.07 P/E (TTM): 74.62X Cap: $127.78B
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Q: After a great deal of scepticism, I have just begun dipping my toes into crypto. I have half a position in HOOD and would appreciate your advice on strategy going forward. As a balanced growth investor, how much exposure would you recommend in the crypto world? Assuming it's greater than the 2.5% currently held, how would you proceed? Thank you.

Upvote 4

Read Answer Asked by Maureen on July 29, 2025

Q: It seems that Japan's economy is in trouble and that we should all be taking note. The Japanese are the largest foreign holder of US Treasuries . If they start selling those Treasuries what impact would that have on the US economy and on the rest of the world ? There is an article in the Financial Post this morning entitled "Japan's Bond Market is flashing Red" Why investors should pay attention. Your comments would be most appreciated.

Upvote 13

Read Answer Asked by shirley on July 29, 2025

• Carrier Global Corporation (CARR $58.85)
  • $58.85 P/E (TTM): 33.18X Cap: $49.56B
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Q: Hi,
I have been holding Carrier, waiting for the quarterly results to take decision about holding it longer. On the surface the results look good. However the market does not like them.
What is your assessment of the results? It is not my core holding. Should I give it some time or deploy the proceeds elsewhere? I would like your opinion.
Regards.

Upvote 2

Read Answer Asked by Rajiv on July 29, 2025

• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $140.88)
  • $140.88 Cap: $4.95B
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Q: Thoughts on LVMH ? Thank You

Upvote 3

Read Answer Asked by francis on July 29, 2025

• BMO Covered Call Utilities ETF (ZWU $11.31)
  • $11.31 P/E (TTM): 18.8X Cap: $1.91B
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Q: What do you think of this holding for my sons FHSA? I would say he will deploy the money to buy a house within 5yrs. so a conservative investment is important. He has a total of $11000 to invest after a previous 5% yeilding GIC expired. Do you have any other suggestions? Thank you. John

Upvote 3

Read Answer Asked by John on July 29, 2025