Investment Q&A

• Brookfield Infrastructure Partners L.P. (BIP.UN $43.05)
  • $43.05 P/E (TTM): 1025.34X Cap: $19.68B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.87)
  • $55.87 Cap: $7.28B
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Q: What are your thoughts on BIPC earnings. Please advise if I should add on weakness today or what price do you consider as great buy.

Thanks for the great service

Upvote 3

Read Answer Asked by Hector on August 05, 2025

• Leviathan Gold Ltd. (LVX $0.35)
  • $0.35 Cap: $21M
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Q: Leviathan gold has not traded in a while ,tried phoning and just get a basic message . Have you heard anything?

Upvote 1

Read Answer Asked by lynn on August 05, 2025

• Palo Alto Networks Inc. (PANW $184.79)
  • $184.79 P/E (TTM): 106.22X Cap: $123.05B
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• CyberArk Software Ltd. (CYBR $439.24)
  • $439.24 Cap: $21.70B
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Q: I am a Cyberark shareholder. Would you kindly provide your thoughts on Palo Alto’s takeover proposal including the deal structure (2.2 Panw shares and $45 cash). I find it odd that Cybr’s closing share price today ($411) is approximately $16 below the value of the Panw offer (Panw closed today at $173.60).

Upvote 3

Read Answer Asked by Richard on August 05, 2025

• Ferrari N.V. (RACE $467.96)
  • $467.96 Cap: $113.32B
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Q: Ferrari has taken a big hit today. Is it time to get out or is it a buying opportuniy?

Upvote 2

Read Answer Asked by Brian on August 05, 2025

• lululemon athletica inc. (LULU $200.94)
  • $200.94 P/E (TTM): 14.12X Cap: $23.22B
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Q: Hi there, why is LULU stock so weak?

Are their any other underlying issues to be concerned about other then tariffs?

When do they report next, and what is expected?

Is this a good entry point, or do you see it getting even cheaper still?

Thanks!

Upvote 3

Read Answer Asked by Hussein on August 05, 2025

• Palo Alto Networks Inc. (PANW $184.79)
  • $184.79 P/E (TTM): 106.22X Cap: $123.05B
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• CrowdStrike Holdings Inc. (CRWD $419.30)
  • $419.30 Cap: $104.39B
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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 $184.79)
  • $184.79 P/E (TTM): 106.22X Cap: $123.05B
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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 $181.98)
  • $181.98 P/E (TTM): 57.42X Cap: $4.38T
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• Super Micro Computer Inc. (SMCI $44.23)
  • $44.23 P/E (TTM): 23.98X Cap: $26.30B
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• Vertiv Holdings LLC Class A (VRT $128.59)
  • $128.59 P/E (TTM): 73.24X Cap: $47.74B
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• Nebius Group N.V. (NBIS $70.30)
  • $70.30 Cap: $16.67B
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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 5

Read Answer Asked by Piyush on August 05, 2025

• Palo Alto Networks Inc. (PANW $184.79)
  • $184.79 P/E (TTM): 106.22X Cap: $123.05B
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• CyberArk Software Ltd. (CYBR $439.24)
  • $439.24 Cap: $21.70B
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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 $190.08)
  • $190.08 P/E (TTM): 20.61X Cap: $266.23B
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• Toronto-Dominion Bank (The) (TD $103.90)
  • $103.90 P/E (TTM): 10.53X Cap: $176.17B
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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 $54.69)
  • $54.69 P/E (TTM): 36.8X Cap: $15.28B
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• Information Services Corporation Class A Limited Voting Shares (ISC $32.06)
  • $32.06 P/E (TTM): 25.97X Cap: $600M
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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 $22.74)
  • $22.74 P/E (TTM): 35.84X Cap: $35.13B
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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 $227.97)
  • $227.97 P/E (TTM): 34.88X Cap: $2.43T
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• Alphabet Inc. (GOOG $207.86)
  • $207.86 P/E (TTM): 22.04X Cap: $2.52T
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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 $1,225.68)
  • $1,225.68 P/E (TTM): 51.33X Cap: $517.59B
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• Spotify Technology S.A. (SPOT $697.14)
  • $697.14 Cap: $141.62B
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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 $753.39)
  • $753.39 P/E (TTM): 27.39X Cap: $1.89T
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• Microsoft Corporation (MSFT $499.08)
  • $499.08 P/E (TTM): 37.19X Cap: $3.74T
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• GLOBAL X FDS (AIQ $44.98)
  • $44.98 P/E (TTM): 86.21X Cap: $4.51B
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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 $44.67)
  • $44.67 P/E (TTM): 19.02X Cap: $10.39B
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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 $35.11)
  • $35.11 Cap: $22.92B
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• Capital Power Corporation (CPX $57.82)
  • $57.82 P/E (TTM): 18.26X Cap: $9.05B
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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 $45.48)
  • $45.48 P/E (TTM): 49.11X Cap: $5.49B
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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