Investment Q&A

• VanEck Vectors Gaming ETF (BJK $45.97)
  • $45.97 P/E (TTM): 21.53X Cap: $27M
  • View BJK Profile
  • View Questions on BJK
• Genius Sports Limited (GENI $12.82)
  • $12.82 Cap: $3.07B
  • View GENI Profile
  • View Questions on GENI
• Roundhill Sports Betting & iGaming ETF (BETZ $25.00)
  • $25.00 P/E (TTM): 73.19X Cap: $84M
  • View BETZ Profile
  • View Questions on BETZ
• Flutter Entertainment Plc (FLUT $291.94)
  • $291.94 Cap: $50.64B
  • View FLUT Profile
  • View Questions on FLUT

Q: What 2 Sports gaming companies and 2 ETF's do you recommend?

Upvote 3

Read Answer Asked by Terry on August 26, 2025

• Circle Internet Group Inc. Class A (CRCL $117.99)
  • $117.99 Cap: $27.07B
  • View CRCL Profile
  • View Questions on CRCL

Q: Hi 5i Team - Do you think Circle could become one of the main players in the Stable Coin space. Also are there others that look promising.
Thanks.

Upvote 1

Read Answer Asked by Rob on August 26, 2025

• Descartes Systems Group Inc. (The) (DSG $148.22)
  • $148.22 P/E (TTM): 64.2X Cap: $12.73B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $189.65)
  • $189.65 P/E (TTM): 161.07X Cap: $5.37B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Hi, similar to a previous question, I've held DSG for awhile at about 4% of my portfolio and have come out a bit ahead. Would YOU think it might be a good time to sell half and begin a position into KXS? Or continue to hold DSG and initiate a position into KXS more slowly?
As a new 'customer,' I'm really appreciating all your advice! Thank you!

Upvote 6

Read Answer Asked by GeeMac on August 26, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Will AI make software applications obsolete in the near future?

Upvote 7

Read Answer Asked by Allen on August 26, 2025

Q: Hi gang

I have held this baby for years, I have a boat load of shares, sold some at $.33. I sorta gave up on this one, my cost is $.06. It has gone up a lot, what do you think ,about this one, I know that they need to raise over a billion dollars to get into production. I like the management, that is a reason I bought it a long time ago I have it in a cash account, so maybe I will sell some, looking at a big tax hit, not that I should bitch about that, better to make money than loose it.......


Thanks
Auftar

Upvote 3

Read Answer Asked by auftar on August 26, 2025

• NEOS Nasdaq 100 High Income ETF (QQQI $53.51)
  • $53.51 P/E (TTM): 96.82X Cap: $4.43B
  • View QQQI Profile
  • View Questions on QQQI
• NEOS S&P 500 High Income ETF (SPYI $51.83)
  • $51.83 P/E (TTM): 25.1X Cap: $5.07B
  • View SPYI Profile
  • View Questions on SPYI
• Simplify High Yield ETF (CDX $22.80)
  • $22.80 P/E (TTM): 79.56X Cap: $228M
  • View CDX Profile
  • View Questions on CDX

Q: I have a question about 111528 For our RIF/LIF accounts I am moving into more income ETFs and now hold CDX, SPYI, and QQQI. Could you give your assessment of each for income over long term. Are there better alternatives?
Thanks for all you do.

Upvote 4

Read Answer Asked by Gary on August 26, 2025

• Trez Capital Mortgage Investment Corporation Class A Shares (TZZ $0.16)
  • $0.16 P/E (TTM): 0.8X Cap: $1M
  • View TZZ Profile
  • View Questions on TZZ

Q: Trez Capital has suspended redemptions of it's funds. Do you have any insights as to why. Have they done this before. Is it a sign of anything to be worried about. (FYI) I almost invested in one of the funds but did not because of the many conditions attached. Are the funds a worthwhile investment?
Thanks

Upvote 2

Read Answer Asked by Reg on August 26, 2025

• Harvest Diversified High Income Shares ETF (HHIS $12.90)
  • $12.90 P/E (TTM): 137.16X Cap: $620M
  • View HHIS Profile
  • View Questions on HHIS
• Harvest Canadian High Income Shares ETF (HHIC $12.69)
  • $12.69 Cap: $18M
  • View HHIC Profile
  • View Questions on HHIC

Q: How would you rank (HHIS, HHIC) on a scale of 1-10 for total return. Which account type would each be best suited for. Also what are the downside risk for each.

Thank you

Upvote 2

Read Answer Asked by Van on August 26, 2025

• Harvest Canadian High Income Shares ETF (HHIC $12.69)
  • $12.69 Cap: $18M
  • View HHIC Profile
  • View Questions on HHIC

Q: What are your thoughts on HHIC ETF for income and dividend growth.

Upvote 2

Read Answer Asked by Ric on August 26, 2025

Q: Can you recommend a website that provides information with respect to the percentage of ROC (Return of Capital) paid to investors for specific companies like REITs ?
Thank you

Upvote 1

Read Answer Asked by Terry on August 26, 2025

• Constellation Software Inc. (CSU $4,582.11)
  • $4,582.11 P/E (TTM): 114.09X Cap: $97.04B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: I've owned and held CSU since subscribing with you years ago. I've considered buying this equity for my daughter's fund, growth oriented, and with the recent pullback think this may be an appropriate time. Or... are it's 'sister' companies even better considerations? What say you?

Upvote 10

Read Answer Asked by Claus on August 26, 2025

• AbbVie Inc. (ABBV $210.42)
  • $210.42 P/E (TTM): 90.84X Cap: $370.60B
  • View ABBV Profile
  • View Questions on ABBV

Q: Hi there,

ABBV has been on a decent run since July. I assume their mostly positive quarterly report indicating lots of activity in their drug pipeline is one reason plus healthcare seems to be showing a bit of life.

How do you see it’s valuation is it an ADD/BUY in a diversified portfolio for growth and income?

Upvote 3

Read Answer Asked by Robert on August 26, 2025

• Cenovus Energy Inc. (CVE $22.57)
  • $22.57 P/E (TTM): 15.57X Cap: $40.31B
  • View CVE Profile
  • View Questions on CVE

Q: Thoughts on buying CVE today please. Already hold a full position in SU, and if I buy CVE it would likely be a shorter term hold. Thank You.
Tim

Upvote 4

Read Answer Asked by Tim on August 26, 2025

• TerraVest Industries Inc. (TVK $140.39)
  • $140.39 Cap: $3.13B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.28)
  • $122.28 P/E (TTM): 18.22X Cap: $1.45B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: If only one has to be owned in TFSA would you endorse a switch from HPS.A to TVK?
Thanks.

Upvote 11

Read Answer Asked by Rajiv on August 26, 2025

• Alphabet Inc. (GOOG $239.94)
  • $239.94 P/E (TTM): 25.07X Cap: $2.83T
  • View GOOG Profile
  • View Questions on GOOG
• Kraken Robotics Inc. (PNG $3.46)
  • $3.46 P/E (TTM): 58.0X Cap: $1.06B
  • View PNG Profile
  • View Questions on PNG
• Nebius Group N.V. (NBIS $95.72)
  • $95.72 Cap: $15.25B
  • View NBIS Profile
  • View Questions on NBIS

Q: Inspired by your best stock ideas service, what would be your top 3 suggestions for “growthy” ETFs (any market) for my TFSA that I could research?

Upvote 14

Read Answer Asked by William Ross on August 26, 2025

• iShares Core Canadian Universe Bond Index ETF (XBB $28.38)
  • $28.38 Cap: $8.27B
  • View XBB Profile
  • View Questions on XBB
• iShares Core Canadian Long Term Bond Index ETF (XLB $18.84)
  • $18.84 Cap: $838M
  • View XLB Profile
  • View Questions on XLB
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.83)
  • $16.83 Cap: $831M
  • View XHY Profile
  • View Questions on XHY
• PIMCO Active Bond ETF (BOND $93.28)
  • $93.28 P/E (TTM): 46.81X Cap: $5.88B
  • View BOND Profile
  • View Questions on BOND

Q: Good morning - With the market rising so nicely, it's timely for me to do some re-balancing. For fixed income, I have positions I xlb, xbb and XHY. What fixed income investments do you suggest these days. I could add to the above and/or to corporate bonds, if that makes sense. But, I am nervous about the prospects for Canadian companies as the Trump tariffs take their toll. What does your crystal ball reveal? Many thanks.

Upvote 4

Read Answer Asked by alex on August 26, 2025

Q: What is your opinion on the Hamilton day max ETFS. SDAY / CDAY. Pretty new for much data or performance history.
Who / when would an investor benefit from these compared to regular enhanced yield ETFs?

Upvote 1

Read Answer Asked by Kyle on August 26, 2025

• Maple Leaf Foods Inc. (MFI $35.56)
  • $35.56 P/E (TTM): 24.76X Cap: $4.41B
  • View MFI Profile
  • View Questions on MFI

Q: I see MFI is up 75% YTD and like AEM (up 68%) also setting all time highs. I think I can understand why AEM is up but not so sure on MFI. May I have your opinion on MFI’s performance and if it can continue going forward?
Any thoughts you have would be appreciated.
Jim

Upvote 5

Read Answer Asked by James on August 26, 2025

• O'Reilly Automotive Inc. (ORLY $106.92)
  • $106.92 P/E (TTM): 9.1X Cap: $90.72B
  • View ORLY Profile
  • View Questions on ORLY
• Royal Caribbean Cruises Ltd. (RCL $345.31)
  • $345.31 P/E (TTM): 25.92X Cap: $95.35B
  • View RCL Profile
  • View Questions on RCL
• Dutch Bros Inc. Class A (BROS $65.64)
  • $65.64 P/E (TTM): 140.38X Cap: $10.57B
  • View BROS Profile
  • View Questions on BROS
• Life Time Group Holdings Inc. (LTH $28.64)
  • $28.64 P/E (TTM): 28.41X Cap: $6.37B
  • View LTH Profile
  • View Questions on LTH
• D2L Inc. Subordinate Voting Shares (DTOL $16.03)
  • $16.03 P/E (TTM): 23.63X Cap: $909M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL

Q: Hi Team,

At present, I hold no discretionary stocks in my portfolio, and I am considering the ones listed above.

Could you please outline the key pros and cons of investing in each of them from a strong growth perspective? In your view, which have the best potential over the next 3 to 5 years?

Gratefully,

Upvote 4

Read Answer Asked by Jacques on August 26, 2025

• Cenovus Energy Inc. (CVE $22.57)
  • $22.57 P/E (TTM): 15.57X Cap: $40.31B
  • View CVE Profile
  • View Questions on CVE
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.83)
  • $198.83 P/E (TTM): 82.93X Cap: $258.35B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Propel Holdings Inc. (PRL $32.38)
  • $32.38 P/E (TTM): 15.68X Cap: $1.26B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Lumine Group Inc. (LMN $48.65)
  • $48.65 P/E (TTM): 187.99X Cap: $12.88B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi, after holding CVE for awhile and being under water, I'm finally nearly breaking even. After the new MEG deal, I wonder what people might think about selling it to get into other 'growthier' stocks long-term (like SHOP, LMN, PRL, for example, but open to other ideas as well).
Thank you!

Upvote 5

Read Answer Asked by GeeMac on August 26, 2025