Investment Q&A

• BigBear.ai Inc. (BBAI $6.74)
  • $6.74 Cap: $2.55B
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Q: What are your thoughts on BBAI. Is it buy or hold

If you have a $750k portfolio and want to add stocks under 5 and would you use percentage or dollar value of total portfolio.

Thanks for the great service

Upvote 2

Read Answer Asked by Hector on June 27, 2025

• Agnico Eagle Mines Limited (AEM $227.54)
  • $227.54 P/E (TTM): 32.01X Cap: $110.03B
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• Nutrien Ltd. (NTR $76.01)
  • $76.01 P/E (TTM): 182.87X Cap: $36.93B
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• Linde plc (LIN $429.91)
  • $429.91 P/E (TTM): 31.49X Cap: $202.57B
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• ISHARES BITCOIN TR (IBIT $60.40)
  • $60.40 Cap: $88.99B
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Q: You recently responded to a question suggesting investing in materials as ‘inflation protection’. I have zero exposure to the sector. I have 10% of my portfolio in IBIT in lieu of precious metals.

Would you consider bitcoin exposure as an effective alternative to materials for inflation protection?

Also, please offer your top 3 names in the materials sector, Canada or US, ranked if possible.

Thank you.

Upvote 7

Read Answer Asked by Karim on June 27, 2025

• Alimentation Couche-Tard Inc. (ATD $70.70)
  • $70.70 P/E (TTM): 19.35X Cap: $65.78B
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Q: Feel free to answer following the conference call.
Would you initiate a position here, I am light in this sector.

Of course this stock has been quite stagnant for sometime. Is it getting harder for acquisitions? Is it also hunting for a big one that would move the needle, ie 7/11.

Thank you for this amazing service.

Upvote 9

Read Answer Asked by Adam on June 27, 2025

Q: PCT Can you give me your opinion on PCT (on nasdaq) now and going forward

Upvote 2

Read Answer Asked by arnold on June 27, 2025

• Cellebrite DI Ltd. (CLBT $17.17)
  • $17.17 Cap: $4.16B
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Q: Have you lost some confidence in CLBT? I noticed you stated that you’ve been disappointed in the company in some Q&A’s. Would you hold it or sell for another stock? If selling, what would you replace it with?
Thanks

Upvote 4

Read Answer Asked by Ben on June 27, 2025

• iShares 0-3 Month Treasury Bond ETF (SGOV $100.69)
  • $100.69 Cap: $60.06B
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Q: I had purchased this in my RRIF thinking it would be fairly stable. Unfortunately with the drop in the US dollar it has not performed well. Would you continue to hold short term US gov bonds in this environment?. The second part of th e question is this a reasonable ETF for that purpose. I do hold AGG as well

Upvote 3

Read Answer Asked by Tom on June 27, 2025

• Gilead Sciences Inc. (GILD $118.44)
  • $118.44 P/E (TTM): 23.44X Cap: $147.03B
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• Intuitive Surgical Inc. (ISRG $530.02)
  • $530.02 P/E (TTM): 75.96X Cap: $192.71B
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• AbbVie Inc. (ABBV $228.20)
  • $228.20 P/E (TTM): 108.87X Cap: $397.72B
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• Eli Lilly and Company (LLY $844.50)
  • $844.50 P/E (TTM): 53.6X Cap: $769.97B
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• Stryker Corporation (SYK $368.98)
  • $368.98 P/E (TTM): 49.79X Cap: $141.29B
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• Harvest Healthcare Leaders Income ETF (HHL $7.47)
  • $7.47 P/E (TTM): 23.19X Cap: $1.56B
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• Catalyst Pharmaceuticals Inc. (CPRX $20.97)
  • $20.97 P/E (TTM): 12.95X Cap: $2.57B
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Q: Seems the whole Healthcare sector stocks are depressed right now. Aside from ISRG (owned) which five are the most compelling to own and at what entry price are they wotth it? Canadian would be best, or ADRs. But I'll take US or world suggestions also.
Thank you!

Upvote 7

Read Answer Asked by Roger on June 27, 2025

• Canadian Natural Resources Limited (CNQ $44.67)
  • $44.67 P/E (TTM): 11.09X Cap: $93.63B
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• Peyto Exploration & Development Corp. (PEY $20.00)
  • $20.00 P/E (TTM): 12.36X Cap: $4.05B
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Q: I'm considering a switch from CNQ to PEY, would you make that change? PEY has been doing well in recent years and CNQ has been lagging behind. What's your thought on that idea? Thanks.

Upvote 6

Read Answer Asked by Victor on June 27, 2025

Q: Do you have any recommendations in the metals and mining space that have a yield of at least 3% and expectations of some growth. I would like to diversity my portfolio into this area

Upvote 4

Read Answer Asked by arnold on June 27, 2025

• QuantumScape Corporation Class A (QS $15.79)
  • $15.79 Cap: $9.49B
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Q: QS's share price is up 17% today. Today they "...announced a major milestone in the scale-up of its production capabilities:..". Not sure if the announcement warrants the share price bump-up. I am finally positive, having bought shares on the way down.
My question...Is the company getting de-risked with this announcement? I ask because I am contemplating buying more shares. My weighting is under 1% currently. Any thoughts you have would be appreciated.
Regards,
Jim

Upvote 2

Read Answer Asked by James on June 27, 2025

Q: CRMZ Thoughts on CreditRiskMonitor.Com Inc on the OTC? I heard they have significant cash per share.

Upvote 2

Read Answer Asked by Craig on June 27, 2025

• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
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Q: Hi, do you have any explanation why topic is being steadily dropping since around June 4th? Thank you

Upvote 7

Read Answer Asked by GeeMac on June 27, 2025

• Tamarack Valley Energy Ltd. (TVE $6.22)
  • $6.22 P/E (TTM): 13.49X Cap: $3.13B
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Q: You see any value in the junior oil companies in your growth portfolio?

Thx

Upvote 5

Read Answer Asked by blake on June 27, 2025

• Intuitive Surgical Inc. (ISRG $530.02)
  • $530.02 P/E (TTM): 75.96X Cap: $192.71B
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• Micron Technology Inc. (MU $224.01)
  • $224.01 P/E (TTM): 29.24X Cap: $254.38B
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• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.7X Cap: $163.61B
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• Tourmaline Oil Corp. (TOU $60.40)
  • $60.40 P/E (TTM): 15.3X Cap: $22.55B
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• Celestica Inc. (CLS $475.87)
  • $475.87 P/E (TTM): 72.16X Cap: $54.30B
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• Descartes Systems Group Inc. (The) (DSG $125.13)
  • $125.13 P/E (TTM): 56.84X Cap: $10.75B
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• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
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• Thomson Reuters Corporation (TRI $216.17)
  • $216.17 P/E (TTM): 44.56X Cap: $96.08B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
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• TerraVest Industries Inc. (TVK $131.97)
  • $131.97 Cap: $2.86B
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• EQB Inc. (EQB $87.82)
  • $87.82 P/E (TTM): 10.02X Cap: $3.34B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $95.58)
  • $95.58 P/E (TTM): 40.53X Cap: $11.01B
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• Kraken Robotics Inc. (PNG $6.44)
  • $6.44 P/E (TTM): 116.5X Cap: $2.05B
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• Zedcor Inc. (ZDC $6.80)
  • $6.80 P/E (TTM): 403.53X Cap: $715M
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• kneat.com inc. (KSI $5.26)
  • $5.26 Cap: $499M
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• Vitalhub Corp. (VHI $10.90)
  • $10.90 P/E (TTM): 136.0X Cap: $611M
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• CRISPR Therapeutics AG (CRSP $61.10)
  • $61.10 Cap: $5.68B
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• Axon Enterprise Inc. (AXON $738.88)
  • $738.88 P/E (TTM): 186.7X Cap: $59.61B
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• Twist Bioscience Corporation (TWST $31.17)
  • $31.17 Cap: $1.94B
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• Galaxy Digital Inc. Class A common stock (GLXY $47.76)
  • $47.76 Cap: $19.13B
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• Genius Sports Limited (GENI $11.20)
  • $11.20 Cap: $2.81B
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• Sportradar Group AG (SRAD $25.49)
  • $25.49 Cap: $7.82B
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• Propel Holdings Inc. (PRL $24.89)
  • $24.89 P/E (TTM): 12.37X Cap: $965M
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• D2L Inc. Subordinate Voting Shares (DTOL $17.85)
  • $17.85 P/E (TTM): 23.1X Cap: $980M
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• Nebius Group N.V. (NBIS $124.18)
  • $124.18 Cap: $29.78B
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• Nvidia CDR (CAD Hedged) (NVDA $46.32)
  • $46.32 P/E (TTM): 68.38X Cap: $7.01T
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Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles

Upvote 29

Read Answer Asked by Gilles on June 27, 2025

• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.58X Cap: $31.57B
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• BMO Covered Call Utilities ETF (ZWU $11.31)
  • $11.31 P/E (TTM): 18.8X Cap: $1.91B
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Q: Hello,
What do you think of switching Telus to ZWU.
Telus is in my TFSA account and i am currently down 10%.Also, what is the risk of ZWU ?
Thanks!

Upvote 3

Read Answer Asked by Nancy on June 27, 2025

• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.73X Cap: $194.67B
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• Sun Life Financial Inc. (SLF $85.48)
  • $85.48 P/E (TTM): 15.89X Cap: $48.95B
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• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.58X Cap: $31.57B
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• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.78X Cap: $35.25B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $60.76)
  • $60.76 Cap: $8.11B
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Q: Hi, can you rank these stocks for best to worst expected total return over the next 3 years in a non-registered account. Also, rank them for the lowest to highest risk.

Thanks for the great service!

Upvote 8

Read Answer Asked by Camille on June 27, 2025

• Aon plc Class A (Ireland) (AON $328.19)
  • $328.19 P/E (TTM): 27.63X Cap: $72.63B
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• Chubb Limited (CB $278.06)
  • $278.06 P/E (TTM): 12.17X Cap: $109.40B
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• Marsh & McLennan Companies Inc. (MMC $178.67)
  • $178.67 P/E (TTM): 21.95X Cap: $88.17B
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Q: Noticing negative momentum in these names. Is it time to move on? Thank you!

Upvote 1

Read Answer Asked by Neil on June 27, 2025

• Robinhood Markets Inc. (HOOD $138.07)
  • $138.07 P/E (TTM): 74.62X Cap: $127.78B
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• Sportradar Group AG (SRAD $25.49)
  • $25.49 Cap: $7.82B
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• Nebius Group N.V. (NBIS $124.18)
  • $124.18 Cap: $29.78B
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Q: HOOD I don’t own do you still see value at these prices or should I wait for a pull back?
SRAD and NBIS I own but would like to buy more what would be a good entry price?

Upvote 7

Read Answer Asked by Mark on June 27, 2025

Q: Considering low oil prices, and potentially some undervalued stocks, would it be a good time to invest in oil or natural gaz stocks now , if this were the case, could you list your favorite stocks ,many thanks ,JY

Upvote 11

Read Answer Asked by Jean-Yves on June 27, 2025

• Miscellaneous (MISC)
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Q: I was on forums looking at a question about parking US cash. The discussion was between Rob and Jeff dated Feb. 4, 2025. It seemed from my understanding that you can have T Bills that pay about the best rates and at that time it was 5% plus. I have accounts online both US and Canadian. Are these US online accounts set up to buy T Bills like I buy a stock? Thanks so much.

Upvote 2

Read Answer Asked by Dennis on June 27, 2025