Investment Q&A

• Amplify Cybersecurity ETF (HACK $76.97)
  • $76.97 P/E (TTM): 36.01X Cap: $1.98B
  • View HACK Profile
  • View Questions on HACK
• Strategy Inc (MSTR $126.08)
  • $126.08 P/E (TTM): 6.57X Cap: $38.21B
  • View MSTR Profile
  • View Questions on MSTR
• Galaxy Digital Inc. Class A common stock (GLXY $27.51)
  • $27.51 Cap: $11.21B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Palantir Technologies Inc. (PLTR $134.65)
  • $134.65 P/E (TTM): 340.26X Cap: $332.51B
  • View PLTR Profile
  • View Questions on PLTR
• Coinbase Global Inc (COIN $151.31)
  • $151.31 P/E (TTM): 14.49X Cap: $43.81B
  • View COIN Profile
  • View Questions on COIN
• Archer Aviation Inc. Class A (ACHR $6.89)
  • $6.89 Cap: $4.22B
  • View ACHR Profile
  • View Questions on ACHR
• IonQ Inc. (IONQ $33.68)
  • $33.68 Cap: $12.46B
  • View IONQ Profile
  • View Questions on IONQ
• Core Scientific Inc. (CORZ $17.97)
  • $17.97 Cap: $5.62B
  • View CORZ Profile
  • View Questions on CORZ
• iShares Blockchain and Tech ETF (IBLC $38.44)
  • $38.44 P/E (TTM): 23.77X Cap: $77M
  • View IBLC Profile
  • View Questions on IBLC
• Tempus AI Inc. (TEM $52.88)
  • $52.88 Cap: $9.94B
  • View TEM Profile
  • View Questions on TEM

Q: For a small amount of risk money, what is your top recommendation for the next 12 months? What stock or ETF sub-sector do you see with the greatest upside potential?

Thanks for this excellent service.

Upvote 17

Read Answer Asked by Dale on June 13, 2025

• Geodrill Limited Ordinary Shares (GEO $3.53)
  • $3.53 P/E (TTM): 13.43X Cap: $166M
  • View GEO Profile
  • View Questions on GEO

Q: Hello can I get your take on this company and its current valuation? Also I noticed there is a large insider seller in sustainable capital that has been dumping a lot of shares despite very good quarterly results. Is this a concern? And about How many shares do they have remaining to sell? Thanks

Upvote 3

Read Answer Asked by Scott on June 13, 2025

• Arista Networks Inc. (ANET $140.23)
  • $140.23 P/E (TTM): 53.69X Cap: $180.64B
  • View ANET Profile
  • View Questions on ANET

Q: Good morning,

Could I get an update on your thoughts about this company. I’d like to fill out my position as it establishes a rebound.

Thank you.

Upvote 1

Read Answer Asked by Adam on June 13, 2025

• Scotia Selected Maximum Growth Portfolio - Ser F (BNS544 $35.36)
  • $35.36 P/E (TTM): 18.2X
  • View BNS544 Profile
  • View Questions on BNS544
• Vanguard All-Equity ETF Portfolio (VEQT $55.79)
  • $55.79 P/E (TTM): 11.69X Cap: $11.63B
  • View VEQT Profile
  • View Questions on VEQT
• iShares Core Equity ETF Portfolio (XEQT $41.53)
  • $41.53 P/E (TTM): 13.67X Cap: $14.15B
  • View XEQT Profile
  • View Questions on XEQT

Q: I have BNS544 mutual fund, would like to know what 3 ETFs in order would you replace this mutual fund with. For a RRSP account.
Much appreciated

Upvote 1

Read Answer Asked by Alto on June 13, 2025

• Legend Power Systems Inc. (LPS $0.11)
  • $0.11 Cap: $14M
  • View LPS Profile
  • View Questions on LPS

Q: Puzzled by its performance after announcing 2 repeat orders for its main Smart Gate product. New low today. Small co. for sure but the product seems to work well and has no apparent problems. Would appreciate your thoughts here. Thanks

Upvote 1

Read Answer Asked by george on June 13, 2025

• Insmed Incorporated (INSM $147.02)
  • $147.02 Cap: $31.96B
  • View INSM Profile
  • View Questions on INSM

Q: Could I get your opinion of INSM please? Would you deem this company as high risk?

Thank you

Upvote 1

Read Answer Asked by kim on June 13, 2025

• Restaurant Brands International Inc. (QSR $95.70)
  • $95.70 P/E (TTM): 25.35X Cap: $43.32B
  • View QSR Profile
  • View Questions on QSR

Q: Hello I have owned QSR for a long time collecting the div and reinvesting I am still a believer in the Patrick Doyle story from when he helped Dominos Pizza. I do like most of their offerings with Firehouse subs and Popeyes quickly popping up everywhere and there is always a line up at Tim's . Do you see value in this name? What is dragging on it if anything. Do you have faith that Patrick Doyle can replicate his past successes.

As always thanks for the great service

Upvote 4

Read Answer Asked by Kolbi on June 13, 2025

• Johnson Controls International plc (JCI $140.45)
  • $140.45 P/E (TTM): 47.36X Cap: $84.91B
  • View JCI Profile
  • View Questions on JCI

Q: Thoughts on JCI. Why has this done so well over the past year and is this a name you would buy? Is continued growth expected?

Upvote 2

Read Answer Asked by Neil on June 13, 2025

• Secure Waste Infrastructure Corp. (SES $18.88)
  • $18.88 P/E (TTM): 40.38X Cap: $3.96B
  • View SES Profile
  • View Questions on SES

Q: Hi,
Can I get your opinion on Secure Waste Management? I realize it’s not a pure waste management company, but these type businesses seem to do well over time.

Upvote 2

Read Answer Asked by Scott on June 13, 2025

• Glaukos Corporation (GKOS $109.41)
  • $109.41 Cap: $6.46B
  • View GKOS Profile
  • View Questions on GKOS

Q: Can you please offer any thoughts/analytics on Glaukos (GKOS). Thanks.

Upvote 1

Read Answer Asked by Murray on June 13, 2025

• Kraken Robotics Inc. (PNG $7.80)
  • $7.80 P/E (TTM): 134.67X Cap: $2.49B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Vitalhub Corp. (VHI $7.82)
  • $7.82 P/E (TTM): 156.86X Cap: $505M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• MDA Space Ltd. (MDA $34.59)
  • $34.59 P/E (TTM): 42.29X Cap: $4.54B
  • View MDA Profile
  • View Questions on MDA

Q: Have a small position in VHI, nothing in PNG and MDA. If you were to rank these three based on risk/reward and growth potential, how would you rank them for buying currently and a quick reason why? Thanks!

Upvote 12

Read Answer Asked by Keith on June 13, 2025

• Tesla Inc. (TSLA $425.06)
  • $425.06 P/E (TTM): 386.41X Cap: $1.59T
  • View TSLA Profile
  • View Questions on TSLA
• Energizer Holdings Inc. (ENR $22.90)
  • $22.90 P/E (TTM): 7.6X Cap: $1.59B
  • View ENR Profile
  • View Questions on ENR
• ABB Ltd. (ABBNY $89.91)
  • $89.91 P/E (TTM): 44.55X Cap: $163.67B
  • View ABBNY Profile
  • View Questions on ABBNY
• Enphase Energy Inc. (ENPH $48.15)
  • $48.15 P/E (TTM): 34.45X Cap: $6.57B
  • View ENPH Profile
  • View Questions on ENPH

Q: Can you recommend any companies that are in Energy Storage?

Upvote 1

Read Answer Asked by Danielle on June 13, 2025

• Booking Holdings Inc. (BKNG $4,360.29)
  • $4,360.29 P/E (TTM): 27.6X Cap: $137.99B
  • View BKNG Profile
  • View Questions on BKNG

Q: It costs $ 5,472.23 to buy one share of Booking this morning, which is a very high price per share for a retail investor.
Is the company trying to discourage retail investors?
Why wouldn't they do a split?

Upvote 7

Read Answer Asked by John on June 13, 2025

• Intuitive Surgical Inc. (ISRG $494.46)
  • $494.46 P/E (TTM): 62.62X Cap: $175.84B
  • View ISRG Profile
  • View Questions on ISRG
• ATS Corporation (ATS $41.57)
  • $41.57 Cap: $4.15B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Tesla Inc. (TSLA $425.06)
  • $425.06 P/E (TTM): 386.41X Cap: $1.59T
  • View TSLA Profile
  • View Questions on TSLA
• Serve Robotics Inc. (SERV $10.00)
  • $10.00 Cap: $795M
  • View SERV Profile
  • View Questions on SERV
• Symbotic Inc. (SYM $57.72)
  • $57.72 Cap: $37.76B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $89.08)
  • $89.08 Cap: $21.85B
  • View NBIS Profile
  • View Questions on NBIS

Q: Can you recommend some stocks in Robotics?

Upvote 6

Read Answer Asked by Danielle on June 13, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.12)
  • $71.12 P/E (TTM): 31.75X Cap: $115.52B
  • View BAM Profile
  • View Questions on BAM

Q: You answered to a question this week,mentioning that dividends of BAM were qualifying for canadian dividend tax credit : is this still the case now ,since the headquarters are located in New York since 2024 ?

Upvote 4

Read Answer Asked by Jean-Yves on June 13, 2025

• NexGen Energy Ltd. (NXE $15.97)
  • $15.97 Cap: $10.38B
  • View NXE Profile
  • View Questions on NXE
• Cameco Corporation (CCO $161.30)
  • $161.30 P/E (TTM): 135.2X Cap: $69.68B
  • View CCO Profile
  • View Questions on CCO
• Denison Mines Corp. (DML $5.30)
  • $5.30 Cap: $4.71B
  • View DML Profile
  • View Questions on DML

Q: I sold Cameco recently when it hit all time high. However I like the exposure to the Uranium space.

What would be your recommendation out of the 3 companies to start a position.?

Thank you,

Upvote 4

Read Answer Asked by Marcela on June 13, 2025

Q: With all the problems at CRA regarding TFSA info. I printed out form RC 343 worksheet. Most banks carry info only back seven years. What a mess. Individual still responsible for mistakes if you overcontribute.Penalties will occur. Do 5i members have more info.

Upvote 4

Read Answer Asked by Guy on June 13, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $42.41)
  • $42.41 Cap: $27.56B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN $53.33)
  • $53.33 P/E (TTM): 57.55X Cap: $24.36B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.35)
  • $58.35 Cap: $19.75B
  • View BEPC Profile
  • View Questions on BEPC
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.12)
  • $71.12 P/E (TTM): 31.75X Cap: $115.52B
  • View BAM Profile
  • View Questions on BAM

Q: I can't keep all these Brookfield companies straight. If you want some growth with a dividend, for a long term hold, which would you prefer and why?

Upvote 6

Read Answer Asked by Graeme on June 13, 2025

• Baytex Energy Corp. (BTE $4.90)
  • $4.90 P/E (TTM): 17.39X Cap: $3.71B
  • View BTE Profile
  • View Questions on BTE

Q: BTE, I know not your favourite but recently it has been slowly climbing up the charts. Your thoughts please.
Thanks Gordo

Upvote 4

Read Answer Asked by gord on June 13, 2025

• First Eagle Global Equity (FEGE $50.89)
  • $50.89 P/E (TTM): 22.36X Cap: $1.30B
  • View FEGE Profile
  • View Questions on FEGE

Q: What are your thoughts on FEGE as a new but potentially lower beta global equity ETF given its philosophy, current holdings, experience of its management team and limited performance which seems to be less up than the market's ups and less down than it's downs? Thank you.

Upvote 0

Read Answer Asked by Ken on June 13, 2025