Investment Q&A

• Amplify Cybersecurity ETF (HACK $82.43)
  • $82.43 P/E (TTM): 38.72X Cap: $2.14B
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• Strategy Inc (MSTR $169.38)
  • $169.38 P/E (TTM): 15.08X Cap: $47.36B
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• Galaxy Digital Inc. Class A common stock (GLXY $34.70)
  • $34.70 Cap: $12.98B
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• Palantir Technologies Inc. (PLTR $195.25)
  • $195.25 P/E (TTM): 460.43X Cap: $460.90B
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• Coinbase Global Inc (COIN $253.28)
  • $253.28 P/E (TTM): 21.21X Cap: $66.09B
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• Archer Aviation Inc. Class A (ACHR $8.51)
  • $8.51 Cap: $5.32B
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• IonQ Inc. (IONQ $52.94)
  • $52.94 Cap: $17.17B
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• Core Scientific Inc. (CORZ $16.13)
  • $16.13 Cap: $4.83B
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• iShares Blockchain and Tech ETF (IBLC $45.42)
  • $45.42 P/E (TTM): 22.54X Cap: $81M
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• Tempus AI Inc. (TEM $67.27)
  • $67.27 Cap: $11.46B
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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 $3.88)
  • $3.88 P/E (TTM): 14.59X Cap: $181M
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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 $132.77)
  • $132.77 P/E (TTM): 49.72X Cap: $165.11B
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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 $40.23)
  • $40.23 P/E (TTM): 18.2X
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• Vanguard All-Equity ETF Portfolio (VEQT $54.60)
  • $54.60 P/E (TTM): 14.03X Cap: $10.27B
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• iShares Core Equity ETF Portfolio (XEQT $40.19)
  • $40.19 P/E (TTM): 7.87X Cap: $12.12B
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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 $0.12)
  • $0.12 Cap: $16M
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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 $177.21)
  • $177.21 Cap: $37.28B
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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 $96.03)
  • $96.03 P/E (TTM): 25.02X Cap: $43.94B
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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 $119.05)
  • $119.05 P/E (TTM): 45.49X Cap: $73.04B
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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 $17.82)
  • $17.82 P/E (TTM): 39.77X Cap: $3.82B
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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 $116.35)
  • $116.35 Cap: $6.67B
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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 $6.21)
  • $6.21 P/E (TTM): 101.0X Cap: $1.85B
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• Vitalhub Corp. (VHI $9.23)
  • $9.23 P/E (TTM): 181.18X Cap: $583M
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• MDA Space Ltd. (MDA $26.68)
  • $26.68 P/E (TTM): 30.38X Cap: $3.26B
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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 $488.87)
  • $488.87 P/E (TTM): 320.8X Cap: $1.60T
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• Energizer Holdings Inc. (ENR $20.24)
  • $20.24 P/E (TTM): 5.97X Cap: $1.40B
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• ABB Ltd. (ABBNY $73.83)
  • $73.83 P/E (TTM): 36.54X Cap: $134.99B
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• Enphase Energy Inc. (ENPH $33.54)
  • $33.54 P/E (TTM): 22.77X Cap: $4.35B
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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 $5,444.16)
  • $5,444.16 P/E (TTM): 35.14X Cap: $173.86B
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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 $576.84)
  • $576.84 P/E (TTM): 75.62X Cap: $202.93B
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• ATS Corporation (ATS $39.10)
  • $39.10 Cap: $3.76B
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• Tesla Inc. (TSLA $488.87)
  • $488.87 P/E (TTM): 320.8X Cap: $1.60T
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• Serve Robotics Inc. (SERV $11.06)
  • $11.06 Cap: $764M
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• Symbotic Inc. (SYM $60.17)
  • $60.17 Cap: $35.29B
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• Nebius Group N.V. (NBIS $94.10)
  • $94.10 Cap: $21.30B
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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 $73.13)
  • $73.13 P/E (TTM): 32.47X Cap: $116B
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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 $12.95)
  • $12.95 Cap: $8.24B
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• Cameco Corporation (CCO $127.71)
  • $127.71 P/E (TTM): 102.66X Cap: $54.08B
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• Denison Mines Corp. (DML $3.89)
  • $3.89 Cap: $3.40B
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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 $37.34)
  • $37.34 Cap: $24.35B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.83)
  • $47.83 P/E (TTM): 53.52X Cap: $22.10B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.64)
  • $52.64 Cap: $19.67B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.13)
  • $73.13 P/E (TTM): 32.47X Cap: $116B
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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 $4.29)
  • $4.29 P/E (TTM): 15.32X Cap: $3.29B
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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 $46.54)
  • $46.54 P/E (TTM): 21.27X Cap: $812M
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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