Investment Q&A

• Brookfield Corporation Class A Limited Voting Shares (BN $63.31)
  • $63.31 P/E (TTM): 91.39X Cap: $145.29B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.05)
  • $71.05 P/E (TTM): 31.75X Cap: $115.52B
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Q: Can I claim a loss for tax purposes on BAM if I purchase BN within 30 days of the sale of BAM?

Upvote 3

Read Answer Asked by Terry on October 14, 2025

• Nasdaq Inc. (NDAQ $80.42)
  • $80.42 P/E (TTM): 30.71X Cap: $47.11B
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• BlackRock Inc. (BLK $1,082.88)
  • $1,082.88 P/E (TTM): 27.76X Cap: $168.77B
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• JPMorgan Chase & Co. (JPM $310.82)
  • $310.82 P/E (TTM): 15.95X Cap: $866.44B
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• Mastercard Incorporated (MA $537.46)
  • $537.46 P/E (TTM): 34.23X Cap: $485.26B
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• Visa Inc. (V $329.24)
  • $329.24 P/E (TTM): 30.57X Cap: $628.77B
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• Cboe Global Markets Inc. (CBOE $268.64)
  • $268.64 P/E (TTM): 30.2X Cap: $28.67B
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Q: Hi there,

I'm looking for an indirect (and somewhat conservative) play on crypto. What do you think of these?

Upvote 6

Read Answer Asked by Mark on October 14, 2025

• Propel Holdings Inc. (PRL $24.82)
  • $24.82 P/E (TTM): 11.7X Cap: $1.01B
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Q: Hello, in the context of Propel Holdings Inc., could you elaborate on what the LaaS and QuidMarket businesses are? Thank you

Upvote 5

Read Answer Asked by Gervais on October 14, 2025

• Kraken Robotics Inc. (PNG $7.96)
  • $7.96 P/E (TTM): 134.67X Cap: $2.49B
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• Zedcor Inc. (ZDC $6.15)
  • $6.15 P/E (TTM): 446.43X Cap: $656M
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• Galaxy Digital Inc. Class A common stock (GLXY $27.67)
  • $27.67 Cap: $11.21B
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• Propel Holdings Inc. (PRL $24.82)
  • $24.82 P/E (TTM): 11.7X Cap: $1.01B
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Q: As an after thought to my previous question .As to what to do about PRL.Would you consider a swap to these.And in what order as for more growth over the next 2 to 3 years .Thanks Larry

Upvote 12

Read Answer Asked by Larry on October 14, 2025

• Silvercorp Metals Inc. (SVM $15.56)
  • $15.56 P/E (TTM): 87.62X Cap: $3.24B
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Q: Dear Peter:

I see that SVM has just been added with a 1.5% position in 5i portfolio. This didn't get any mention in various questions on Silver by members. I see that the answers to previous questions on SVM (going back to August and beyond) didn't seem that enthusiastic.
Something must have changed. Bit surprised by the rationale in your portfolio update b/c China is not exactly in a "politically" correct environment!
In any event where would you place SVM amongst Silver stocks. (PAAS/CDE/AG/HL were your safe picks previously)

Many thanks.

Upvote 7

Read Answer Asked by Savalai on October 14, 2025

• Kraken Robotics Inc. (PNG $7.96)
  • $7.96 P/E (TTM): 134.67X Cap: $2.49B
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• Cognex Corporation (CGNX $43.03)
  • $43.03 P/E (TTM): 67.26X Cap: $7.30B
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• Teradyne Inc. (TER $321.45)
  • $321.45 P/E (TTM): 113.14X Cap: $47.74B
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• Symbotic Inc. (SYM $58.40)
  • $58.40 Cap: $37.76B
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Q: Besides PNG which is specific to underwater technology what other companies like Tesla are heavily involved in building robots for manufacturing. Seems to be the way of the future and China already has a leg up.

Upvote 8

Read Answer Asked by Dennis on October 14, 2025

• Meta Platforms Inc. (META $668.69)
  • $668.69 P/E (TTM): 28.83X Cap: $1.69T
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Q: Noticed, while many magnificent names are making new highs in recent stock market run, but Meta, what’s the reason behind this? Is Meta a buy, hold or sell?

Thank,

Upvote 6

Read Answer Asked by Lin on October 14, 2025

• Cellebrite DI Ltd. (CLBT $14.26)
  • $14.26 Cap: $3.57B
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Q: CLBT has been on an improving trend for the last month or so. Any news to explain this? Do you still see the company as a favourable investment, and if so, why? Where do you see the share price going from here? Thank you for your excellent service

Upvote 7

Read Answer Asked by Leonard on October 14, 2025

• Exco Technologies Limited (XTC $7.53)
  • $7.53 P/E (TTM): 11.55X Cap: $288M
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Q: Hi, I would appreciate if you can provide your thoughts/analysis of Exco Technologies.

Upvote 2

Read Answer Asked by Harpinder on October 14, 2025

• Canada Packers Inc. (CPKR $18.42)
  • $18.42 Cap: $547M
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Q: The recent spin off has created CPKR. This stock started trading over $17 a couple of days ago. Today it was trading under $14.

Can you please provide us with your insights with respect to this stock going forward. Is it suitable for a conservative investor.
Would you consider today’s closing of $14.40 as an attractive buying level ?
Thank you as always for your insight.

Upvote 5

Read Answer Asked by Terry on October 14, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $47.14)
  • $47.14 P/E (TTM): 23.36X Cap: $8.91B
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• Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $45.41)
  • $45.41 P/E (TTM): 9.92X Cap: $1.50B
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Q: I'm looking to increase international exposure inside a TFSA account focused on long term growth. Is there enough difference between these two to own both ? If only one, which one would you add?

thanks

Upvote 3

Read Answer Asked by Raymond on October 14, 2025

• Nike Inc. (NKE $62.35)
  • $62.35 P/E (TTM): 36.71X Cap: $93.32B
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• Dollarama Inc. (DOL $188.89)
  • $188.89 P/E (TTM): 40.49X Cap: $51.71B
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• lululemon athletica inc. (LULU $175.86)
  • $175.86 P/E (TTM): 12.23X Cap: $20.26B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $116.15)
  • $116.15 Cap: $13.27B
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• Crocs Inc. (CROX $82.73)
  • $82.73 P/E (TTM): 27.39X Cap: $4.33B
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Q: My total allocation in my portfolio is currently at 16%. However, it is inverse what the asset allocator recommend with nearly 4% in Cyclical and over 12% in Defensive. Would you recommend shifting some within Consumer? Do what extent does this matter since the boundary between both seems somewhat artificial? FYI - I own ABEV, BKGN, DOL, FDP, SAP all in my RRSP. If you recommend that I shift into Cons Cyclical, what would recommend as of today for my RRSP (US and CAN)?

Upvote 4

Read Answer Asked by Patrik on October 14, 2025

• Circle Internet Group Inc. Class A (CRCL $57.86)
  • $57.86 Cap: $14.06B
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Q: Hi gang,
I am looking into buying crcl. Is it any advantage to buy ccup? Any suggestions?
Thanks. Alnoor

Upvote 3

Read Answer Asked by Alnoor on October 14, 2025

• Capstone Copper Corp. (CS $16.44)
  • $16.44 P/E (TTM): 28.8X Cap: $12.09B
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• Ero Copper Corp. (ERO $42.72)
  • $42.72 P/E (TTM): 23.45X Cap: $4.36B
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Q: I have owned ERO and CS for a while and both have appreciated in value. At what weight would you start trimming if owned ?

Thanks

Upvote 4

Read Answer Asked on October 14, 2025

• Propel Holdings Inc. (PRL $24.82)
  • $24.82 P/E (TTM): 11.7X Cap: $1.01B
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Q: Roughly a month ago, I finished building a small, but "full" position. (2% vs a blue chip 4-5%).

I know you are not a fan of averaging down, but with the "GSY-short report sympathy decline", would you make an exception here and add more to PRL?

If so...and trying to avoid "catching a falling knife", at what price would you add at? When I look at the technicals, to my amateur eyes it looks like $23-24 has some support. Be more patient and wait for that price to come?

Your thoughts?.....Steve

Upvote 6

Read Answer Asked by Stephen on October 14, 2025

• Vanguard All-Equity ETF Portfolio (VEQT $55.86)
  • $55.86 P/E (TTM): 11.69X Cap: $11.63B
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Q: What is your opinion on this ETF

Upvote 6

Read Answer Asked by Brian on October 14, 2025

Q: Hello 5i HOVR
Your assessment of New Horizon Aircraft please?
Thanks
Dave

Upvote 2

Read Answer Asked by Dave on October 14, 2025

• BCE Inc. (BCE $34.80)
  • $34.80 P/E (TTM): 5.21X Cap: $32.64B
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• Propel Holdings Inc. (PRL $24.82)
  • $24.82 P/E (TTM): 11.7X Cap: $1.01B
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Q: I'm currently down 35% on my BCE shares and am considering selling them to buy Propel Holdings stock for the long term. Do you think that would be a smart move? If you have better alternatives for my BCE position, I'm open to your advice in either the Canadian or U.S. markets

Upvote 7

Read Answer Asked by jean on October 14, 2025

• WELL Health Technologies Corp. (WELL $3.98)
  • $3.98 Cap: $1.03B
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Q: Hi,
Is it possible that the 10% drop in WELL on Friday would be related to their announced presentation at the 2025 Cantech Investment Conference on Oct 9 in Toronto? Any info about this presentation from your sources? Too much Up & downs with this stock. It's not only the market. I'm loosing patience.
Thanks and good weekend.

Upvote 5

Read Answer Asked by Denise on October 14, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $47.14)
  • $47.14 P/E (TTM): 23.36X Cap: $8.91B
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Q: hi, are there some low cost globally diversified eft's you are comfortable with?
thankyou.

Upvote 5

Read Answer Asked by Lorraine on October 14, 2025