Investment Q&A

• Pan American Silver Corp. (PAAS $53.90)
  • $53.90 P/E (TTM): 26.87X Cap: $19.50B
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• Hecla Mining Company (HL $13.48)
  • $13.48 P/E (TTM): 73.76X Cap: $9.03B
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• First Majestic Silver Corp. (AG $18.56)
  • $18.56 Cap: $9.06B
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Q: What are your top 5silver stocks 1 being the best?

Upvote 5

Read Answer Asked by Gary on June 05, 2025

• Alphabet Inc. (GOOG $244.64)
  • $244.64 P/E (TTM): 25.32X Cap: $2.86T
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• Intuitive Surgical Inc. (ISRG $435.73)
  • $435.73 P/E (TTM): 59.83X Cap: $156.19B
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• Booking Holdings Inc. (BKNG $5,253.85)
  • $5,253.85 P/E (TTM): 36.01X Cap: $170.27B
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• JPMorgan Chase & Co. (JPM $307.97)
  • $307.97 P/E (TTM): 15.43X Cap: $846.84B
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• Axon Enterprise Inc. (AXON $710.00)
  • $710.00 P/E (TTM): 173.85X Cap: $55.73B
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Q: What are your top 5 stocks in North America with no consideration of portfolio mix 1 being the best?

Upvote 49

Read Answer Asked by Gary on June 05, 2025

Q: What are your top 5 dividend stocks 1 being the best?

Upvote 17

Read Answer Asked by Gary on June 05, 2025

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.09)
  • $19.09 P/E (TTM): 9.18X Cap: $1.59B
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Q: Hi,

Could you comment on their results just published ?

Thanks

Upvote 6

Read Answer Asked by Guy on June 05, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $41.09)
  • $41.09 P/E (TTM): 0.19X Cap: $6.95B
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Q: How would you suggest a 76 year old who has been retired for 15 years invest $500K+ from selling his family home? Living expenses are paid for already.

Upvote 9

Read Answer Asked by Thai on June 05, 2025

• Ivanhoe Mines Ltd. (IVN $15.28)
  • $15.28 P/E (TTM): 38.08X Cap: $20.66B
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Q: Any reason why IVN dropped so much in the last few days. Would you buy it here?
Your insight is appreciated.

Peter

Upvote 2

Read Answer Asked by Peter on June 05, 2025

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.65)
  • $20.65 P/E (TTM): 54.53X Cap: $718M
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• BMO MSCI EAFE Index ETF (ZEA $27.27)
  • $27.27 P/E (TTM): 0.89X Cap: $10.81B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $41.09)
  • $41.09 P/E (TTM): 0.19X Cap: $6.95B
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• Vanguard FTSE Developed Markets ETF (VEA $59.80)
  • $59.80 Cap: $165.86B
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Q: Do you like these equally? Goal- growth, safety, income in TFSA for exposure outside Canada/US. Thank you!

Upvote 3

Read Answer Asked by Neil on June 05, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD $45.66)
  • $45.66 P/E (TTM): 23.44X Cap: $3.47B
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• Global X Gold Producer Equity Covered Call ETF (GLCC $50.37)
  • $50.37 P/E (TTM): 26.81X Cap: $553M
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• YieldMax Gold Miners Option Income Strategy ETF (GDXY $17.28)
  • $17.28 Cap: $197M
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Q: What are your best ideas for generating yield in the precious metals space? Can you name some ETFs, miners and streamers that have decent yields?

Any thing specific in the silver space for yield?

Thanks!

Upvote 1

Read Answer Asked by Robert on June 05, 2025

• Coeur Mining Inc. (CDE $21.18)
  • $21.18 P/E (TTM): 50.67X Cap: $13.61B
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• Hecla Mining Company (HL $13.48)
  • $13.48 P/E (TTM): 73.76X Cap: $9.03B
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Q: Thoughts on projects/assets of these two and potential for growth, stock upside potential?

Also, excepting a lot of risk, what are your best upside ideas in the silver space?

Thank you.

Upvote 2

Read Answer Asked by Robert on June 05, 2025

• Knight Therapeutics Inc. (GUD $5.77)
  • $5.77 Cap: $574M
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Q: It was mentioned in the 31 March 2025 end quarterly report that the company is buying out some asset back from Endo for 100-mil plus inventory. Do you think that the asset which company purchased will do well as Endo acquired it and kept it. Now they are disposing it. Is company found them not valuable enough to generate good return? If that is the reason then why GUD bought it? Will GUD manage to generate good return out of it?
Thanks
Piyush

Upvote 3

Read Answer Asked by Piyush on June 05, 2025

• Coinbase Global Inc (COIN $356.99)
  • $356.99 P/E (TTM): 34.53X Cap: $91.72B
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• Circle Internet Group Inc. Class A (CRCL $137.47)
  • $137.47 Cap: $31.53B
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Q: Thoughts on this stock and how it will open? Sounds like $31 is where they priced it which was above the expected range. Would you chase it at $33 or $34 or just buy COIN? Please explain.

Upvote 1

Read Answer Asked by Tim on June 05, 2025

• Descartes Systems Group Inc. (The) (DSG $133.62)
  • $133.62 P/E (TTM): 57.15X Cap: $11.48B
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Q: Hi 5i,

What are your thoughts of the quarter? Would you hold / add / sell?

Thanks,
Kyle

Upvote 6

Read Answer Asked by Kyle on June 05, 2025

• SPDR Gold Shares ETF (GLD $378.09)
  • $378.09 Cap: $134.33B
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• VanEck Gold Miners ETF (GDX $79.37)
  • $79.37 P/E (TTM): 38.26X Cap: $23.10B
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• VanEck Junior Gold Miners ETF (GDXJ $105.14)
  • $105.14 P/E (TTM): 24.94X Cap: $8.50B
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Q: Are there any advantages to buying a physical gold bar at Costco vs holding in through an etf such as GLD?
Secondly, notwithstanding the incredible recent run up in the commodity and the miners, what is your outlook on gold for the next 5 to 10 years?
Lastly, if the sector is still appealing to you, would you buy the commodity etf, a seniors etf or a juniors etf?

Thank you and please deduct credits as you deem fit.

Upvote 1

Read Answer Asked by Karim on June 05, 2025

• CrowdStrike Holdings Inc. (CRWD $508.61)
  • $508.61 Cap: $127.63B
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Q: Thoughts on the Q? Opportunity to buy on the dip?
Thanks in advance!

Upvote 4

Read Answer Asked by Greg on June 04, 2025

• Laurentian Bank of Canada (LB $32.06)
  • $32.06 P/E (TTM): 10.48X Cap: $1.42B
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Q: Hello, Laurentian Bank has been quite positive lately , just wondering if you have heard rumours of any potential suitors.
Thank you
Carlo

Upvote 2

Read Answer Asked by Carlo on June 04, 2025

• Agnico Eagle Mines Limited (AEM $172.10)
  • $172.10 P/E (TTM): 34.16X Cap: $82.64B
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Q: Is there a bonus discount on the AEM drip? If yes, what is the discount?

Thanks

Sheldon

Upvote 2

Read Answer Asked by Sheldon on June 04, 2025

• Costco Wholesale Corporation (COST $935.56)
  • $935.56 P/E (TTM): 66.76X Cap: $414.62B
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Q: Hi, I am presently overweight in Costco - it represents 24% of my portfolio. I hold Costco shares in a TFSA, corporate account and RRSP.
I would appreciate your thoughts which account I should decrease my Costco shares in as well based on the quality of Costco would be an acceptable percentage to hold. Thank you.

Upvote 6

Read Answer Asked by Lorraine on June 04, 2025

• Investors Title Company (ITIC $255.09)
  • $255.09 P/E (TTM): 14.52X Cap: $481M
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Q: What is your current opinion of ITIC? If a “Buy”, what would be a reasonable entry point?

Upvote 1

Read Answer Asked by David on June 04, 2025

• Fortinet Inc. (FTNT $84.20)
  • $84.20 P/E (TTM): 33.08X Cap: $64.51B
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• Amplify Cybersecurity ETF (HACK $87.77)
  • $87.77 P/E (TTM): 33.85X Cap: $2.34B
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• Palo Alto Networks Inc. (PANW $213.28)
  • $213.28 P/E (TTM): 129.94X Cap: $142.66B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $76.95)
  • $76.95 P/E (TTM): 34.63X Cap: $11.35B
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• CrowdStrike Holdings Inc. (CRWD $508.61)
  • $508.61 Cap: $127.63B
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• iShares Cybersecurity and Tech ETF (IHAK $51.79)
  • $51.79 P/E (TTM): 27.53X Cap: $932M
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Q: Can you give an overview of cybersecurity ETFs and a recommendation please?

Or would you pick a single stock?

Upvote 8

Read Answer Asked by Mark on June 04, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $55.13)
  • $55.13 Cap: $20.74B
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• Applied Blockchain Inc. Common Stock (APLD $34.24)
  • $34.24 Cap: $9.57B
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• CoreWeave Inc. (CRWV $141.62)
  • $141.62 Cap: $69.19B
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Q: Does the deal CRWV signed yesterday with Applied Digital have any negative implications for GLXY ? Is CRWV the only client using Helios Data Centre? Curious why CRWV signs these long terms leases and if they will continue to "rent" between having NVDA backing and there stock going to the moon, why not build their own data centres?

Upvote 3

Read Answer Asked by Charles on June 04, 2025