Investment Q&A

• Broadcom Inc. (AVGO $350.40)
  • $350.40 P/E (TTM): 82.81X Cap: $1.62T
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• Alphabet Inc. (GOOG $249.21)
  • $249.21 P/E (TTM): 26.08X Cap: $2.95T
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• Intuitive Surgical Inc. (ISRG $434.51)
  • $434.51 P/E (TTM): 60.69X Cap: $156.43B
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• Microsoft Corporation (MSFT $511.70)
  • $511.70 P/E (TTM): 37.69X Cap: $3.81T
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• NVIDIA Corporation (NVDA $178.85)
  • $178.85 P/E (TTM): 53.65X Cap: $4.37T
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• JPMorgan Chase & Co. (JPM $308.38)
  • $308.38 P/E (TTM): 15.79X Cap: $830.64B
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• RTX Corporation (RTX $156.36)
  • $156.36 P/E (TTM): 34.91X Cap: $213.36B
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• Applovin Corporation (APP $600.24)
  • $600.24 P/E (TTM): 83.94X Cap: $199.57B
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• Nebius Group N.V. (NBIS $123.78)
  • $123.78 Cap: $30.51B
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Q: Hey everyone, I have a nice amount in my TFSA account. What I’m trying to do is grow the account over time, let’s say a 25yr time period as I don’t need the money. With your crystal ball in hand and a mindset of holding forever what twenty companies would you buy today? Companies can be anywhere in the world and be in any sector but they need to trade on a North American exchange. Appreciate you playing along.

Upvote 60

Read Answer Asked by Mark on September 08, 2025

• Applovin Corporation (APP $600.24)
  • $600.24 P/E (TTM): 83.94X Cap: $199.57B
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Q: Applovin just got admitted to the s&p500. I’m assuming this must be very good for the shares over the next year as all of the index trackers have to start buying it. Will it also remove some of the volatility in the share price? What other effects do you see from this index inclusion.

Upvote 3

Read Answer Asked by Michael on September 08, 2025

• Bausch Health Companies Inc. (BHC $8.42)
  • $8.42 P/E (TTM): 24.44X Cap: $3.17B
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• Bausch + Lomb Corporation (BLCO $14.91)
  • $14.91 Cap: $5.35B
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Q: What do you think of Bausch Health(formerly Valient). Can you please comment on insider buying and ownership. Their battle with debt, how's that coming along? Their relationship with Blackstone and Carl Icahn and is any of this or other metrics or news lead you to an opinion of buy, sell or hold?

Upvote 1

Read Answer Asked by James on September 08, 2025

• Hamilton Enhanced U.S. Covered Call ETF (HYLD.U $15.70)
  • $15.70 P/E (TTM): 31.3X Cap: $73M
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Q: Please compare and contrast the differences between HYLD.U and SDAY { not as yet in your stock listings } .... I have a 6.5% position in HYLD.U and considering starting a position in SDAY ...... I want to know if there is too much overlap to justify this ? Please define SDAY's investment strategy .....Also on their website they say the last distribution was .18 and then goes on later to say distributions are done twice a month ..... So if one takes them literally that implies an 18% annual dividend ...... I'm inclined to think they meant monthly but I don't know ...... Which is it ? 9% or 18% ? Thanks for your terrific service ......

Upvote 5

Read Answer Asked by Garth on September 08, 2025

• Santacruz Silver Mining Ltd. (SCZ $2.51)
  • $2.51 P/E (TTM): 17.2X Cap: $921M
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Q: The Q2 looks good but silver production is down from Q2 last year. How significant is their Bolivar mine and do you believe they can solve its problems?
Finally, would you take a position here?

Upvote 1

Read Answer Asked by Harry on September 08, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $218.51)
  • $218.51 P/E (TTM): 85.84X Cap: $279.15B
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Q: I have a question about Shopify Inc. The US has recently ended the de minimus exemption for tariffs. Will this not impact many of Shop's customers? Their initial emphasis was on small customers, who will be the worst hit by this change.

Upvote 6

Read Answer Asked by Patrick on September 08, 2025

• Broadcom Inc. (AVGO $350.40)
  • $350.40 P/E (TTM): 82.81X Cap: $1.62T
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• Micron Technology Inc. (MU $190.05)
  • $190.05 P/E (TTM): 25.43X Cap: $209.96B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $302.88)
  • $302.88 P/E (TTM): 41.64X Cap: $1.53T
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Q: Good AM. Would you please rank your preference (most to least) for long-term (5-10 yrs) capital appreciation of the 3 stocks indicated?

Upvote 5

Read Answer Asked by Bob on September 08, 2025

• BMO S&P 500 Index ETF (ZSP $102.22)
  • $102.22 P/E (TTM): 26.73X Cap: $20.15B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $79.73)
  • $79.73 Cap: $4.60B
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Q: Is a 5 year return comparison of HXT and ZSP an apples to apples comparison? Is it total return in both cases, or should HXT return be a little higher as any dividends are reinvested?

Upvote 3

Read Answer Asked by M.S. on September 08, 2025

• Circle Internet Group Inc. Class A (CRCL $134.34)
  • $134.34 Cap: $30.84B
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Q: CIRCLE Group CRCL has declined significantly from its highs. Do you think it's a buying opportunity at current prices? Would you consider it a viable long-term investment? I'd appreciate your analysis. Thank you.

Upvote 1

Read Answer Asked by Esther on September 08, 2025

• K92 Mining Inc. (KNT $20.34)
  • $20.34 P/E (TTM): 15.84X Cap: $4.80B
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• Collective Mining Ltd. (CNL $18.71)
  • $18.71 Cap: $1.60B
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• Andean Precious Metals Corp. (APM $8.10)
  • $8.10 P/E (TTM): 19.7X Cap: $1.18B
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Q: Hello friends,

I've recently read about these two companies in a report regarding insider activity. Both have impressive 52-week runs. My first opinion after a quick research is that APM looks pretty good, not so much CNL.

I would like a quick expert analysis on both, an opinion if their performance can continue and perhaps better alternatives, if your analysis does not result in a buy recommendation.

Many thanks!

Upvote 3

Read Answer Asked by Iulian on September 05, 2025

• Mattr Corp. (MATR $10.62)
  • $10.62 P/E (TTM): 14.04X Cap: $629M
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Q: Has your opinion changed on this stock based on insider buying? Would you consider it a value trap?

Upvote 2

Read Answer Asked by James on September 05, 2025

• Pembina Pipeline Corporation (PPL $54.11)
  • $54.11 P/E (TTM): 18.43X Cap: $31.78B
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• Tourmaline Oil Corp. (TOU $59.99)
  • $59.99 P/E (TTM): 14.92X Cap: $22.34B
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Q: Of these two which has a safer dividend and better growth going forward for a retired senior? THANK YOU

Upvote 11

Read Answer Asked by nick on September 05, 2025

• Celestica Inc. (CLS $370.33)
  • $370.33 P/E (TTM): 54.99X Cap: $40.05B
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Q: Whats popping CLS today?

Thx

Upvote 22

Read Answer Asked by blake on September 05, 2025

• Kraken Robotics Inc. (PNG $6.00)
  • $6.00 P/E (TTM): 94.83X Cap: $1.91B
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• Vitalhub Corp. (VHI $10.64)
  • $10.64 P/E (TTM): 127.88X Cap: $596M
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• WELL Health Technologies Corp. (WELL $5.14)
  • $5.14 Cap: $1.33B
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Q: Hello 5i,

I am looking to start a small position in one of the above. Please rank them from your most to least favorite with a brief explanation.

Thanks

Upvote 20

Read Answer Asked by Nicola on September 05, 2025

• Solaris Resources Inc. (SLS $8.32)
  • $8.32 Cap: $1.37B
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Q: An update on the prospect for Solaris would be appreciated.

Upvote 2

Read Answer Asked by Maurice on September 05, 2025

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $18.80)
  • $18.80 P/E (TTM): 9.18X Cap: $1.57B
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Q: Any good news on this stock - I think it reported. I have been under water for some time. Is it worth holding? TCL

Upvote 2

Read Answer Asked by Margot on September 05, 2025

• Axon Enterprise Inc. (AXON $642.25)
  • $642.25 P/E (TTM): 173.85X Cap: $55.31B
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Q: Lots of praise for AXON in the Q&A section lately, although the stock has actually dropped about $150 since the initial pop from earnings. Does the recent fall represent a good opportunity to step in?

Upvote 7

Read Answer Asked by Mike on September 05, 2025

• Celestica Inc. (CLS $370.33)
  • $370.33 P/E (TTM): 54.99X Cap: $40.05B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $218.51)
  • $218.51 P/E (TTM): 85.84X Cap: $279.15B
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Q: CLS or SHOP for growth in Canada? Is there another you prefer? Sector irrelevant.

Upvote 14

Read Answer Asked by Judith on September 05, 2025

• goeasy Ltd. (GSY $160.47)
  • $160.47 P/E (TTM): 9.51X Cap: $2.55B
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• EQB Inc. (EQB $91.67)
  • $91.67 P/E (TTM): 10.38X Cap: $3.52B
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• VersaBank (VBNK $17.44)
  • $17.44 P/E (TTM): 18.1X Cap: $555M
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• Propel Holdings Inc. (PRL $26.04)
  • $26.04 P/E (TTM): 12.35X Cap: $1B
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Q: hi folks, thoughts on Q results for Versabank, Vbnk/t & q....stock took big hit on last Q results but recent news/developments seem encouraging??....Chris mentioned stock/liked previously in a podcast....have held for awhile....things look better going forward, or time to cut loose & move on....thx as always, jb

Upvote 7

Read Answer Asked by John on September 05, 2025

• Churchill Downs Incorporated (CHDN $87.41)
  • $87.41 P/E (TTM): 15.12X Cap: $6.31B
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• MGM Resorts International (MGM $32.42)
  • $32.42 P/E (TTM): 17.35X Cap: $8.83B
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Q: Has the decline on USA travel from Canada and other countries, effected the revenue or profit stream of the big Las Vegas companies?..which if any would you prefer?

Upvote 2

Read Answer Asked by adam on September 05, 2025