Investment Q&A

• Palo Alto Networks Inc. (PANW $176.86)
  • $176.86 P/E (TTM): 100.23X Cap: $117.93B
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• CrowdStrike Holdings Inc. (CRWD $432.12)
  • $432.12 Cap: $107.70B
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Q: I have some money avalible for a long term investment in my TFSA and was thinking of adding to Crowd Strike or starting a position in Palo Alto. Crowd strike has done very well but looks more expensive on a valuation bases. what would be your advice?

Doug

Upvote 4

Read Answer Asked by Doug on August 05, 2025

• Palo Alto Networks Inc. (PANW $176.86)
  • $176.86 P/E (TTM): 100.23X Cap: $117.93B
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Q: Hi,
Company announced that it is going to acquire CyberArk Solution which triggered a 5% stock declined. But actually it retreated from US$210 on 29th July 2025 to US$173 which is almost 15%. KeyBanc downgrading to Sector Weight citing integration risks and limited synergy potential. What is your analysis on this acquisition? Its less than 0.5% of my portfolio. Is it better to get out of the stock and wait for 6 or 12 months before you enter or any ETF or do you prefer any other stock better than PANW?
Thanks
Piyush

Upvote 1

Read Answer Asked by Piyush on August 05, 2025

• NVIDIA Corporation (NVDA $181.59)
  • $181.59 P/E (TTM): 59.08X Cap: $4.43T
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• Super Micro Computer Inc. (SMCI $46.07)
  • $46.07 P/E (TTM): 25.37X Cap: $27.49B
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• Vertiv Holdings LLC Class A (VRT $137.40)
  • $137.40 P/E (TTM): 83.56X Cap: $52.46B
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• Nebius Group N.V. (NBIS $70.63)
  • $70.63 Cap: $16.81B
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Q: Your views about the company. Is it a better way to play AI compared to other high momentum stocks as NVDA, SMCI and other Data Centre play?
Thanks
Piyush

Upvote 4

Read Answer Asked by Piyush on August 05, 2025

• Palo Alto Networks Inc. (PANW $176.86)
  • $176.86 P/E (TTM): 100.23X Cap: $117.93B
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• CyberArk Software Ltd. (CYBR $422.82)
  • $422.82 Cap: $20.91B
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Q: Hello,

May I have your take on the Palo Alto Network acquisition please?
Market doesn't seem to love it, but I assume it's good for the company in the long run.

Thank you

Upvote 2

Read Answer Asked by Sandra on August 05, 2025

• Royal Bank of Canada (RY $187.03)
  • $187.03 P/E (TTM): 20.08X Cap: $263.62B
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• Toronto-Dominion Bank (The) (TD $102.57)
  • $102.57 P/E (TTM): 10.33X Cap: $176.67B
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Q: Hi,

Which of the two do you lean towards in the current environment? Many thanks for your service to the investment community over the years.

GM

Upvote 7

Read Answer Asked by Gary on August 05, 2025

• TMX Group Limited (X $56.48)
  • $56.48 P/E (TTM): 37.22X Cap: $15.70B
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• Information Services Corporation Class A Limited Voting Shares (ISC $32.01)
  • $32.01 P/E (TTM): 21.62X Cap: $593M
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Q: May I have your comments on earnings please.

Upvote 2

Read Answer Asked by Margot on August 05, 2025

• TELUS Corporation (T $22.36)
  • $22.36 P/E (TTM): 34.58X Cap: $34.32B
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Q: The current dividend yield on Telus is close to 7.75% at the market close Aug 1. High dividend yield is a red flag. Is this dividend sustainable? Is it a red flag and if so why?
Is it following a similar path as BCE?

Upvote 7

Read Answer Asked by Ron on August 05, 2025

• Amazon.com Inc. (AMZN $224.56)
  • $224.56 P/E (TTM): 33.76X Cap: $2.39T
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• Alphabet Inc. (GOOG $203.03)
  • $203.03 P/E (TTM): 21.77X Cap: $2.45T
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Q: Which is a better buy after recent earnings?

Upvote 10

Read Answer Asked by Andrew on August 05, 2025

• Netflix Inc. (NFLX $1,204.44)
  • $1,204.44 P/E (TTM): 52.21X Cap: $511.79B
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• Spotify Technology S.A. (SPOT $695.00)
  • $695.00 Cap: $141.67B
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Q: if you had to choose between these two stocks which one would you have more conviction for? Thank you.

Upvote 3

Read Answer Asked by Cheryl on August 05, 2025

Q: Everyone, I do not day trade but I was interested in learning more about this type of investing but I am not sure we’re to start. Would you recommend a book or magazine or blog that I could learn from. Clayton

Upvote 3

Read Answer Asked by Clayton on August 05, 2025

• Meta Platforms Inc. (META $780.08)
  • $780.08 P/E (TTM): 28.66X Cap: $1.95T
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• Microsoft Corporation (MSFT $520.58)
  • $520.58 P/E (TTM): 38.8X Cap: $3.86T
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• GLOBAL X FDS (AIQ $45.59)
  • $45.59 P/E (TTM): 86.21X Cap: $4.41B
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Q: Hello,
Can you please suggest an AI ETF as well as an AI infrastructure ETF (picks and shovels play where it does not include msft, meta etc which would be part of the AI etf). Much appreciated.

Upvote 2

Read Answer Asked by umedali on August 05, 2025

• Keyera Corp. (KEY $43.39)
  • $43.39 P/E (TTM): 18.15X Cap: $9.94B
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Q: What is the estimated quarter outlook for this stock and do you see gains over the next 2 years. Cheers

Upvote 2

Read Answer Asked by kenneth on August 05, 2025

• Miscellaneous (MISC)
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Q: With all the tariffs bouncing around, I decided to work another year after starting my CPP and OAS. Although I took 30% tax off both, I still got nailed for taxes because I made too much.
I plan to purchase RRSPs to counter this for next year but I just want to make sure I can still buy RRSPs after 65 years of age. Is that correct?
I realize I'll eventually have to move it all into a RIF by 71.

thanks,

Paul

Upvote 2

Read Answer Asked by Paul on August 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $34.19)
  • $34.19 Cap: $22.50B
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• Capital Power Corporation (CPX $60.82)
  • $60.82 P/E (TTM): 18.7X Cap: $9.40B
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Q: This week was the stock was weak. What is your analysis about the company? Its a good holding for income but it is not doing well price wise when compared to CPX:T.
Thanks
Piyush

Upvote 2

Read Answer Asked by Piyush on August 05, 2025

• MDA Space Ltd. (MDA $43.51)
  • $43.51 P/E (TTM): 55.47X Cap: $5.33B
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Q: Hi,

Your thoughts would be appreciated on the new $1.3B EchoStar contract announcement. What is your take on ability to deliver and future prospects? Is MDA benefitting from concerns about relying on StarLink?

Thank you, Michael

Upvote 7

Read Answer Asked by Michael on August 05, 2025

• iShares U.S. Aerospace & Defense ETF (ITA $196.81)
  • $196.81 P/E (TTM): 102.62X Cap: $9.09B
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• Global X Defense Tech ETF (SHLD $62.56)
  • $62.56 P/E (TTM): 78.93X Cap: $3.48B
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• Select STOXX Europe Aerospace & Defense ETF (EUAD $42.19)
  • $42.19 Cap: $1.10B
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Q: Hi, wondering what Defence and Aerospace etfs you recommend now.

Upvote 4

Read Answer Asked by Helen on August 05, 2025

• Palantir Technologies Inc. (PLTR $184.37)
  • $184.37 P/E (TTM): 812.91X Cap: $437.38B
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Q: Is this a good opportunity in the AI space for a 10 year hold?

Upvote 3

Read Answer Asked by Tim on August 05, 2025

• Alphabet Inc. (GOOG $203.03)
  • $203.03 P/E (TTM): 21.77X Cap: $2.45T
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• Alphabet Inc. (GOOGL $201.96)
  • $201.96 P/E (TTM): 21.68X Cap: $2.44T
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Q: If Google was forced to break up the company,typically how is this done would you get some shares of You Tube and Waymo etc or what would that possibly look like if it occurs….Thanks

Upvote 4

Read Answer Asked by Greg on August 05, 2025

• Fortis Inc. (FTS $69.48)
  • $69.48 P/E (TTM): 20.48X Cap: $34.99B
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• Brookfield Renewable Partners L.P. (BEP.UN $34.19)
  • $34.19 Cap: $22.50B
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• Capital Power Corporation (CPX $60.82)
  • $60.82 P/E (TTM): 18.7X Cap: $9.40B
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• TransAlta Corporation (TA $16.87)
  • $16.87 Cap: $5B
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Q: Brookfield was a significant beneficiary of large investments in clean power from the tech giants. Do you see other utilities in Canada or US benefiting similarly in the future? It seems that the utilities space offers a potentially stable growth space going forward with power demand going up. Is this worth the effort, for example, compared to chips or software as a growth investment avenue.

Upvote 3

Read Answer Asked by Peter on August 05, 2025

• Alphabet Inc. (GOOG $203.03)
  • $203.03 P/E (TTM): 21.77X Cap: $2.45T
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• Microsoft Corporation (MSFT $520.58)
  • $520.58 P/E (TTM): 38.8X Cap: $3.86T
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• Brookfield Renewable Partners L.P. (BEP.UN $34.19)
  • $34.19 Cap: $22.50B
  • View BEP.UN Profile
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.48)
  • $46.48 Cap: $17.38B
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Q: Could you please explain the inter-relationship between these two stocks? I realize one is incorporated etc but I am interested in their holdings, especially because 1. BEPC is outperforming and 2. There are large US contracts that are shaping their business. It was my understanding that each had their own different contracts but they were essentially the same company at a high level. Are they impacted differently by their contracts with Google and Microsoft or will they both benefit equally? Are their operational strategies any different?
Thanks.

Upvote 5

Read Answer Asked by Peter on August 05, 2025