Investment Q&A

• Apple Inc. (AAPL $234.07)
  • $234.07 P/E (TTM): 34.41X Cap: $3.41T
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• Amazon.com Inc. (AMZN $228.15)
  • $228.15 P/E (TTM): 35.11X Cap: $2.43T
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• Microsoft Corporation (MSFT $509.90)
  • $509.90 P/E (TTM): 36.68X Cap: $3.79T
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• Palantir Technologies Inc. (PLTR $171.43)
  • $171.43 P/E (TTM): 555.8X Cap: $389.91B
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Q: In light of PLTR’s decline now can you think of other similar companies from the past that have come back and become market staples now…. Like an apple, Microsoft. Or an industrial or energy stock ? Or is PLTR such an anomaly that a more significant drop might be in the offing?

Upvote 5

Read Answer Asked by Donald on August 21, 2025

• Lumine Group Inc. (LMN $45.56)
  • $45.56 P/E (TTM): 175.88X Cap: $11.69B
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Q: Do you think safe to buy LMN.V today since it has been dipped more than 10% from the highest price? Do you see any reason been dipped so much?

Upvote 15

Read Answer Asked by kwokwai on August 21, 2025

• Nebius Group N.V. (NBIS $90.41)
  • $90.41 Cap: $21.23B
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• CoreWeave Inc. (CRWV $111.96)
  • $111.96 Cap: $48.96B
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Q: Sorry, yet again another NBIS & CRWV question.

You say you prefer NBIS over CRWV because of valuation. But I'm also curious if you are a fan of their other non-"Nebius AI" product like Toloka, TripleTen, AvRide.

Seems CRWV is more of a pureplay on what Nebius AI does?

Upvote 5

Read Answer Asked by B on August 21, 2025

Q: B. RILY Financial Corp. (RILY:US) seems to be in the middle of a dramatic turnaround after an ugly 3 years. In your estimation is this turnaround "real" or just a possible short-term trading opportunity?
Many thanks,
David

Upvote 2

Read Answer Asked by David on August 20, 2025

• Minto Apartment Real Estate Investment Trust (MI.UN $13.98)
  • $13.98 Cap: $1.17B
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Q: What are your thoughts on REITS- like Minto


Thanks

Upvote 2

Read Answer Asked by Paul on August 20, 2025

• Robinhood Markets Inc. (HOOD $115.03)
  • $115.03 P/E (TTM): 60.08X Cap: $101.51B
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• Galaxy Digital Inc. (GLXY $29.70)
  • $29.70 Cap: $11.17B
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Q: Would you sell GLXY at. 10% loss to buy HOOD ?

Upvote 6

Read Answer Asked by Peter on August 20, 2025

• Berkshire Hathaway Inc. (BRK.A $740,317.29)
  • $740,317.29 P/E (TTM): 17.03X Cap: $1.06T
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• Berkshire Hathaway Inc. (BRK.B $493.74)
  • $493.74 P/E (TTM): 16.8X Cap: $1.07T
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Q: Would you recommend buying Berkshire Hathaway in lieu of holding extra cash in case of a market correction this Fall? (my theory being that they would be holding cash for me). Thanks!

Upvote 5

Read Answer Asked by Andrew on August 20, 2025

• FinVolution Group American Depositary Shares (FINV $7.48)
  • $7.48 P/E (TTM): 6.08X Cap: $1.89B
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Q: Hi, 5i team. What are your thoughts on this company? It has been doing okay lately and I have a relatively small position atm but want to add as I find it compelling. Thoughts?

Thanks!

Kevin

Upvote 1

Read Answer Asked by Kevin on August 20, 2025

• LyondellBasell Industries NV Class A (Netherlands) (LYB $55.22)
  • $55.22 P/E (TTM): 72.04X Cap: $17.76B
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Q: Good morning,

Your thoughts on LYB for income, security and potential growth.

Thanks.

Upvote 2

Read Answer Asked by Dave on August 20, 2025

• Celestica Inc. (CLS $334.53)
  • $334.53 P/E (TTM): 56.71X Cap: $39.12B
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Q: On August 12th you gave $270 as a reasonable entry point for CLS. Now that it is around $250 and appears to be still dropping and potential for volatility in September would you add now or wait until it appears to settle?

Thanks for all your help,

Mike

Upvote 10

Read Answer Asked by Michael on August 20, 2025

• Fireweed Metals Corp. (FWZ $2.74)
  • $2.74 Cap: $554M
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Q: this stock has performed well since your positive comments Jan, 2025. would you still
suggest a small position to start with? your comments please?

Upvote 1

Read Answer Asked by terrance on August 20, 2025

• Russel Metals Inc. (RUS $41.33)
  • $41.33 P/E (TTM): 14.51X Cap: $2.31B
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• Richelieu Hardware Ltd. (RCH $35.34)
  • $35.34 P/E (TTM): 23.5X Cap: $1.94B
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• ADENTRA Inc. (ADEN $35.60)
  • $35.60 P/E (TTM): 11.58X Cap: $868M
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Q: Hi guys I hold all 3 of these stocks, and have for quite a while - RCH, ADEN, and RUS. I am looking 5 years out and thinking I might sell the RCH and ADEN holdings and buy more of RUS. This would still leave my RUS holdings at below 4%. Your thoughts which one of these companies do you think would be teh best bet 5 years out?

Much thanks
Stuart

Upvote 2

Read Answer Asked by Stuart on August 20, 2025

Q: Where can I find a monthly Listing that shows the Upcoming Dividend stocks with their Ex-Div dates? Also, please name 5 Best Canadian Div Stocks. Thanks!

Upvote 11

Read Answer Asked by Austin on August 20, 2025

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.28)
  • $116.28 Cap: $1.90B
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Q: In a response to Bruce this morning regarding HSAV you state: "Note it is not 'guaranteed' in the typical sense." I had thought that holding HSAV was as safe as holding cash. As a holder of HSAV I would appreciate it if you could expand on the risks of holding HSAV. Thank you.

Upvote 5

Read Answer Asked by Dennis on August 20, 2025

• Hemisphere Energy Corporation (HME $1.97)
  • $1.97 P/E (TTM): 6.12X Cap: $187M
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Q: Thoughts on the 1/4 and forecast ? Chart looks great. Thank you.

Upvote 2

Read Answer Asked by Paul on August 20, 2025

• Cameco Corporation (CCO $108.14)
  • $108.14 P/E (TTM): 89.61X Cap: $47.07B
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Q: Can not figure out why Cameco was down graded and value dropped signifigantly?
thanks

Upvote 3

Read Answer Asked by terrance on August 20, 2025

• Fiverr International Ltd. no par value (FVRR $23.85)
  • $23.85 Cap: $856M
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Q: It been a while since there was a question on this name. What are your thoughts currently?

Upvote 2

Read Answer Asked by Sal on August 20, 2025

• Great-West Lifeco Inc. (GWO $54.85)
  • $54.85 P/E (TTM): 13.66X Cap: $50.72B
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• Sun Life Financial Inc. (SLF $82.06)
  • $82.06 P/E (TTM): 14.88X Cap: $46.64B
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Q: Hi Folks,
I currently hold GWO in my RRSP account. Thinking of switching it with SLF after it's recent drop. May I have your opinion?
Thanks

Upvote 2

Read Answer Asked by JOHN on August 20, 2025

• Phreesia Inc. (PHR $24.19)
  • $24.19 Cap: $1.44B
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• Applied Blockchain Inc. Common Stock (APLD $18.68)
  • $18.68 Cap: $4.88B
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Q: APLD and PHR are certainly different outside their current respective rates of momentum. Which has the best long-term prospects in your estimation? Why?
Thanks,
David

Upvote 2

Read Answer Asked by David on August 20, 2025

• Alphabet Inc. (GOOG $241.38)
  • $241.38 P/E (TTM): 25.54X Cap: $2.90T
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• Microsoft Corporation (MSFT $509.90)
  • $509.90 P/E (TTM): 36.68X Cap: $3.79T
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• Eli Lilly and Company (LLY $755.39)
  • $755.39 P/E (TTM): 61.4X Cap: $714.94B
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• UnitedHealth Group Incorporated (DE) (UNH $352.51)
  • $352.51 P/E (TTM): 14.52X Cap: $320.25B
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• MercadoLibre Inc. (MELI $2,339.36)
  • $2,339.36 P/E (TTM): 58.03X Cap: $118.59B
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• Crocs Inc. (CROX $77.43)
  • $77.43 P/E (TTM): 21.7X Cap: $4.22B
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• Uber Technologies Inc. (UBER $95.89)
  • $95.89 P/E (TTM): 16.13X Cap: $199.97B
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• Datadog Inc. (DDOG $136.50)
  • $136.50 P/E (TTM): 393.02X Cap: $47.60B
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• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 47.29X Cap: $7.72B
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• Nebius Group N.V. (NBIS $90.41)
  • $90.41 Cap: $21.23B
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Q: These are my current holdings. Can you suggest 2 usa names to add to this list which might be complementary? I was thinking about NXT but it's jumped today. I would like to add two names that are not at 52 week highs but yet, are also "growthy." Maybe something that has pulled back irrationally like a NXT or UNH (prior to the big gains today). Thank you,

Jason

Upvote 9

Read Answer Asked by Jason on August 20, 2025