Investment Q&A

• Apple Inc. (AAPL $274.62)
  • $274.62 P/E (TTM): 37.28X Cap: $4.03T
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• Amazon.com Inc. (AMZN $208.72)
  • $208.72 P/E (TTM): 29.33X Cap: $2.24T
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• Meta Platforms Inc. (META $677.37)
  • $677.37 P/E (TTM): 29.29X Cap: $1.71T
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• Alphabet Inc. (GOOG $324.40)
  • $324.40 P/E (TTM): 29.89X Cap: $3.92T
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• Microsoft Corporation (MSFT $413.72)
  • $413.72 P/E (TTM): 28.53X Cap: $3.07T
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• Netflix Inc. (NFLX $81.41)
  • $81.41 P/E (TTM): 4.09X Cap: $343.97B
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• NVIDIA Corporation (NVDA $189.86)
  • $189.86 P/E (TTM): 46.01X Cap: $4.61T
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• Booking Holdings Inc. (BKNG $4,237.05)
  • $4,237.05 P/E (TTM): 29.04X Cap: $136.57B
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• Eli Lilly and Company (LLY $1,044.67)
  • $1,044.67 P/E (TTM): 51.77X Cap: $987.61B
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• UnitedHealth Group Incorporated (DE) (UNH $275.70)
  • $275.70 P/E (TTM): 14.43X Cap: $249.73B
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• United Rentals Inc. (URI $876.52)
  • $876.52 P/E (TTM): 23.17X Cap: $55.21B
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• Tesla Inc. (TSLA $417.18)
  • $417.18 P/E (TTM): 274.07X Cap: $1.56T
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• KKR & Co. Inc. (KKR $107.29)
  • $107.29 P/E (TTM): 43.73X Cap: $95.64B
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• Advanced Micro Devices Inc. (AMD $216.00)
  • $216.00 P/E (TTM): 102.68X Cap: $351.65B
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• Arista Networks Inc. (ANET $141.74)
  • $141.74 P/E (TTM): 52.08X Cap: $178.49B
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• ASML Holding N.V. (ASML $1,429.49)
  • $1,429.49 P/E (TTM): 63.19X Cap: $562.19B
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• Powell Industries Inc. (POWL $561.89)
  • $561.89 P/E (TTM): 37.94X Cap: $5.50B
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• CrowdStrike Holdings Inc. (CRWD $408.04)
  • $408.04 Cap: $102.86B
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• Cellebrite DI Ltd. (CLBT $14.65)
  • $14.65 Cap: $3.50B
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Q: Good morning!

Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.

What are “your” top 3 US additions to this list? Thank you for all the incredible things here.

Upvote 15

Read Answer Asked by Adam on May 20, 2025

• Strategy Inc (MSTR $138.45)
  • $138.45 P/E (TTM): 6.4X Cap: $39.78B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.73)
  • $28.73 Cap: $11.22B
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• Coinbase Global Inc (COIN $167.25)
  • $167.25 P/E (TTM): 14.31X Cap: $45.09B
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• Fidelity Advantage Bitcoin ETF (FBTC $31.57)
  • $31.57 Cap: $1.12B
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• ISHARES BITCOIN TR (IBIT $40.11)
  • $40.11 Cap: $53.90B
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• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $61.61)
  • $61.61 Cap: $14.76B
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Q: I'm looking to add some bitcoin exposure to my portfolio. What is the best way to do this? I know of MSTR and FBTC but I saw in a previous question that you prefer the bitcoin etf or whatnot to be in usd. Can you recommend some stocks or ETF that would give this exposure without having to purchase it directly?

Upvote 2

Read Answer Asked by Danielle on May 20, 2025

Q: As an investment in the cryptocurrency theme, what can you tell me about Hyperliquid.

Upvote 1

Read Answer Asked by Geoffrey on May 20, 2025

• K-Bro Linen Inc. (KBL $34.78)
  • $34.78 P/E (TTM): 20.98X Cap: $451M
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Q: Could I have your thoughts on K-Bro’s acquisition of Star Mayan in the U.K. - the largest in the company’s history and described by the CEO as “ transformative “.
Thank-you.

Upvote 3

Read Answer Asked by William on May 20, 2025

• UnitedHealth Group Incorporated (DE) (UNH $275.70)
  • $275.70 P/E (TTM): 14.43X Cap: $249.73B
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Q: do you think it's a good time to start getting some of this stock? Is the Canadian or US side better? I see that 5i staff owns unh.us and I'm guessing that their ACB is higher than the current price.

Upvote 3

Read Answer Asked by Brenda on May 20, 2025

• Timbercreek Financial Corp. (TF $7.13)
  • $7.13 P/E (TTM): 16.25X Cap: $590M
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Q: What do you think of Timber Creek Financial?

Upvote 2

Read Answer Asked by Keith on May 20, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $28.73)
  • $28.73 Cap: $11.22B
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Q: I am up 140% on GLXY. Thank you.

I believe the strong recent performance is due to its NAXDAQ listing.

If this is the main reason it is up in a few days/week this news will be old and it will most likely pull back.

It's RSI is overbought and CCI is bearish.

What is your take on this? Has it hit a short term peak and will pull back shortly?

Sheldon

Upvote 5

Read Answer Asked by Sheldon on May 20, 2025

• INVESCO QQQ Trust (QQQ $614.51)
  • $614.51 P/E (TTM): 30.22X Cap: $405.05B
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• ProShares Short QQQ -1x Shares (PSQ $30.32)
  • $30.32 Cap: $754M
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• BetaPro NASDAQ-100 -2x Daily Bear ETF (QQD $6.64)
  • $6.64 P/E (TTM): 38.64X Cap: $59M
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Q: Can you please comment about ETFs that short the QQQ. I see that SQQQ has a market cap of $2.78B compared with $651M for PSQ; is SQQQ the best choice at 4x the size? SQQQ and PSQ apparently pay high dividends, is that really the case? Finally, with QQD's market cap of only $59M, is this ETF just too small to consider?
Thanks!

Upvote 1

Read Answer Asked by Grant on May 20, 2025

• Canadian Natural Resources Limited (CNQ $53.12)
  • $53.12 P/E (TTM): 16.85X Cap: $110.65B
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• Peyto Exploration & Development Corp. (PEY $25.21)
  • $25.21 P/E (TTM): 13.93X Cap: $5.07B
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• Celestica Inc. (CLS $432.76)
  • $432.76 P/E (TTM): 50.01X Cap: $49.78B
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• Magna International Inc. (MG $73.84)
  • $73.84 P/E (TTM): 14.49X Cap: $20.80B
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• goeasy Ltd. (GSY $130.00)
  • $130.00 P/E (TTM): 9.56X Cap: $2.08B
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• Vitalhub Corp. (VHI $8.00)
  • $8.00 P/E (TTM): 158.82X Cap: $504M
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• Construction Partners Inc. (ROAD $126.70)
  • $126.70 P/E (TTM): 69.81X Cap: $7.15B
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• Cellebrite DI Ltd. (CLBT $14.65)
  • $14.65 Cap: $3.50B
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• Propel Holdings Inc. (PRL $25.56)
  • $25.56 P/E (TTM): 11.47X Cap: $1B
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Q: I'm writing to follow up on your response to Josh's questions regarding beaten-down Canadian stocks.

Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?

Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.

Thank you,

Upvote 25

Read Answer Asked by Karim on May 20, 2025

• BeWhere Holdings Inc. (BEW $0.90)
  • $0.90 P/E (TTM): 87.0X Cap: $80M
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Q: please provide an opinion re this small cap company. they are profitable ,lots of cash and getting better re sales and operations.

Upvote 1

Read Answer Asked by brian on May 20, 2025

• Mattr Corp. (MATR $9.35)
  • $9.35 P/E (TTM): 16.14X Cap: $571M
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Q: Peter and His Wonder Team
There quarterly results look strong...Please give me your prognosis for MATR:CA. In other words is it a good buy in terms of growth and valuation or am I missing something?
Thanks for your objective and professional opinion which is always helpful.

Upvote 1

Read Answer Asked by Ernest on May 20, 2025

• Maya Gold & Silver Inc. (AYA)
  • Cap: $159M
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Q: Please give an updated opinion on Maya Gold and Silver.Thanks.

Upvote 2

Read Answer Asked by Maurice on May 20, 2025

Q: Hello, when I look at the MAGS etf from Roundhill through my broker, it shows that is owns 51% in US treasuries and swaps as well as MAG 7 stocks. Can you explain how that works ? I would of thought they just own the MAG7 stocks,

Upvote 3

Read Answer Asked by Robbie on May 20, 2025

• Constellation Software Inc. (CSU $2,470.03)
  • $2,470.03 P/E (TTM): 55.68X Cap: $52.34B
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Q: Everyone, looking at a five year chart, at November 2022, the slope of the line changed. Any explanation on why the slope changed significantly? Clayton

Upvote 5

Read Answer Asked by Clayton on May 20, 2025

Q: Hi, easy one for you, I hope!
When you talk about opening a position, or 1/4 position, and so on, how much is a position? 4% of the total portfolio?
thank you

Upvote 4

Read Answer Asked by Jay on May 20, 2025

Q: Could you please provide some commentary on the Moody’s downgrade of US debt? That’s now three ratings agencies for three I believe. Thank you, Michael

Upvote 4

Read Answer Asked by Michael on May 20, 2025

Q: Do actively managed bond funds have a history of outperforming bond etfs? My bond etf doesn’t seem to move much.

Upvote 3

Read Answer Asked by Peter on May 20, 2025

• Leon's Furniture Limited (LNF $28.55)
  • $28.55 P/E (TTM): 11.16X Cap: $1.96B
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Q: Profit margin increased, higher revenue... in a tough retail environment Leon's seems to be getting stronger. Would you agree?
Could you comment on earnings.
Wouldyou add?

Upvote 3

Read Answer Asked by Harry on May 20, 2025

Q: Half of my investments are in US dollars , mostly in large cap Tech and Financials . With erosion of USD value I am concerned on the future value of my holdings . I could convert some currency back to CAD through purchasing some dual listed equities ( Norbert's Gambit ) . Is that a wise strategy as opposed to liquidating and holding US cash ?

Upvote 7

Read Answer Asked by Thomas on May 20, 2025

• Service Corporation International (SCI $84.15)
  • $84.15 P/E (TTM): 23.07X Cap: $11.79B
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Q: Would you see this as a company to own long-term in the stalwart category and what is your opinion for current prospects/valuation?

Upvote 1

Read Answer Asked by Michael on May 20, 2025