Investment Q&A

• Apple Inc. (AAPL $259.37)
  • $259.37 P/E (TTM): 34.9X Cap: $3.82T
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• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.12X Cap: $2.63T
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• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 31.83X Cap: $3.92T
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• Intuitive Surgical Inc. (ISRG $586.24)
  • $586.24 P/E (TTM): 78.24X Cap: $207.40B
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 46.93X Cap: $4.49T
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• Booking Holdings Inc. (BKNG $5,492.11)
  • $5,492.11 P/E (TTM): 35.47X Cap: $175.51B
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• Salesforce Inc. (CRM $259.94)
  • $259.94 P/E (TTM): 35.53X Cap: $244.11B
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• JPMorgan Chase & Co. (JPM $329.19)
  • $329.19 P/E (TTM): 16.19X Cap: $897.77B
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• Eli Lilly and Company (LLY $1,063.56)
  • $1,063.56 P/E (TTM): 54.21X Cap: $1.02T
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• United Rentals Inc. (URI $938.79)
  • $938.79 P/E (TTM): 22.69X Cap: $58.40B
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• Visa Inc. (V $349.77)
  • $349.77 P/E (TTM): 34.89X Cap: $678.29B
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• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.12X Cap: $223.89B
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• Enbridge Inc. (ENB $63.54)
  • $63.54 P/E (TTM): 23.98X Cap: $137.07B
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• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 74.99X Cap: $70.18B
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• Dollarama Inc. (DOL $199.31)
  • $199.31 P/E (TTM): 42.04X Cap: $54.57B
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• WSP Global Inc. (WSP $260.02)
  • $260.02 P/E (TTM): 38.44X Cap: $33.46B
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• Celestica Inc. (CLS $420.38)
  • $420.38 P/E (TTM): 50.86X Cap: $48.35B
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• Thomson Reuters Corporation (TRI $179.94)
  • $179.94 P/E (TTM): 32.97X Cap: $79.75B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 146.74X Cap: $303.77B
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• Monolithic Power Systems Inc. (MPWR $958.97)
  • $958.97 P/E (TTM): 24.6X Cap: $45.94B
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• Axon Enterprise Inc. (AXON $631.69)
  • $631.69 P/E (TTM): 196.86X Cap: $48.37B
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• CECO Environmental Corp. (CECO $61.80)
  • $61.80 P/E (TTM): 41.46X Cap: $2.16B
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• EnerSys (ENS $158.29)
  • $158.29 P/E (TTM): 17.96X Cap: $5.84B
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• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
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• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $116.94B
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• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 64.73X Cap: $62.54B
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• RTX Corporation (RTX $188.50)
  • $188.50 P/E (TTM): 38.14X Cap: $250.95B
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• Robinhood Markets Inc. (HOOD $115.27)
  • $115.27 P/E (TTM): 48.74X Cap: $103.75B
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• Brookfield Corporation Class A Limited Voting Shares (BN $66.35)
  • $66.35 P/E (TTM): 94.56X Cap: $147.02B
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• Nebius Group N.V. (NBIS $97.93)
  • $97.93 Cap: $23.31B
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• Costco CDR (CAD Hedged) (COST $41.72)
  • $41.72 P/E (TTM): 48.47X Cap: $563.03B
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Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Upvote 35

Read Answer Asked by Don on November 12, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
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Q: Why is this performing so poorly lately? I’m down 20% and am tempted to sell it because crypto and the market are ripping higher today and Galaxy is down!

Upvote 10

Read Answer Asked by Jason on November 12, 2025

• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 31.83X Cap: $3.92T
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 46.93X Cap: $4.49T
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• Celestica Inc. (CLS $420.38)
  • $420.38 P/E (TTM): 50.86X Cap: $48.35B
  • View CLS Profile
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• CECO Environmental Corp. (CECO $61.80)
  • $61.80 P/E (TTM): 41.46X Cap: $2.16B
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• EnerSys (ENS $158.29)
  • $158.29 P/E (TTM): 17.96X Cap: $5.84B
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• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
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• Nebius Group N.V. (NBIS $97.93)
  • $97.93 Cap: $23.31B
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• Karman Holdings Inc. (KRMN $106.22)
  • $106.22 P/E (TTM): 1310.29X Cap: $13.40B
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Q: Buying opportunities?

Please give us your best buying CA & US stocks that have been unduly beaten up by this mini correction and hints on your reasonning.

Thanks to you for your great expertise

Upvote 47

Read Answer Asked by Jean on November 11, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
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Q: Hi, given the big slides over the past couple days, I wonder if you could share the five most recent US and five Canadian stocks that you have purchased? If that's not possible, please suggest five CAD stocks where YOU might put some money today. Thank you!

Upvote 14

Read Answer Asked by GeeMac on November 10, 2025

• Celestica Inc. (CLS $420.38)
  • $420.38 P/E (TTM): 50.86X Cap: $48.35B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 146.74X Cap: $303.77B
  • View SHOP Profile
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  • View Reports on SHOP
• 5N Plus Inc. (VNP $20.09)
  • $20.09 P/E (TTM): 26.88X Cap: $1.73B
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• TerraVest Industries Inc. (TVK $167.52)
  • $167.52 Cap: $3.40B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
  • $165.12 P/E (TTM): 24.58X Cap: $1.92B
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• Kraken Robotics Inc. (PNG $7.90)
  • $7.90 P/E (TTM): 122.67X Cap: $2.43B
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• Zedcor Inc. (ZDC $5.46)
  • $5.46 P/E (TTM): 341.43X Cap: $565M
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• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
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• Tantalus Systems Holding Inc. (GRID $4.79)
  • $4.79 Cap: $242M
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $84.42)
  • $84.42 P/E (TTM): 52.8X Cap: $9.02B
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Q: As a follow up to Martin's question, so what WOULD your top 10 Canadian growth stocks be.....get I could guess but interested in your current favourites!

Upvote 29

Read Answer Asked by Jeff on November 10, 2025

• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 74.99X Cap: $70.18B
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• Celestica Inc. (CLS $420.38)
  • $420.38 P/E (TTM): 50.86X Cap: $48.35B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $179.94)
  • $179.94 P/E (TTM): 32.97X Cap: $79.75B
  • View TRI Profile
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• 5N Plus Inc. (VNP $20.09)
  • $20.09 P/E (TTM): 26.88X Cap: $1.73B
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• TerraVest Industries Inc. (TVK $167.52)
  • $167.52 Cap: $3.40B
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• EQB Inc. (EQB $104.52)
  • $104.52 P/E (TTM): 15.35X Cap: $3.90B
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• Kraken Robotics Inc. (PNG $7.90)
  • $7.90 P/E (TTM): 122.67X Cap: $2.43B
  • View PNG Profile
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• Zedcor Inc. (ZDC $5.46)
  • $5.46 P/E (TTM): 341.43X Cap: $565M
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• kneat.com inc. (KSI $5.08)
  • $5.08 Cap: $489M
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• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
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Q: hi, can I get your current top 5 Canadian growth stocks for a TFSA today. And could I get your top 5 "beaten down of late" Canadian stocks that you feel have the best potential for a recovery in the next 1-6 months. cheers and thanks and take as many points as you need...
Chris

Upvote 23

Read Answer Asked by chris on November 10, 2025

• Celestica Inc. (CLS $420.38)
  • $420.38 P/E (TTM): 50.86X Cap: $48.35B
  • View CLS Profile
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• goeasy Ltd. (GSY $138.72)
  • $138.72 P/E (TTM): 9.75X Cap: $2.18B
  • View GSY Profile
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• Kraken Robotics Inc. (PNG $7.90)
  • $7.90 P/E (TTM): 122.67X Cap: $2.43B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.46)
  • $5.46 P/E (TTM): 341.43X Cap: $565M
  • View ZDC Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
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Q: what are the top 5 companies to watch as mentioned in the "weekly brief" dated November 6th thanks Richard

Upvote 12

Read Answer Asked by richard on November 10, 2025

• Celestica Inc. (CLS $420.38)
  • $420.38 P/E (TTM): 50.86X Cap: $48.35B
  • View CLS Profile
  • View Questions on CLS
• 5N Plus Inc. (VNP $20.09)
  • $20.09 P/E (TTM): 26.88X Cap: $1.73B
  • View VNP Profile
  • View Questions on VNP
• Kraken Robotics Inc. (PNG $7.90)
  • $7.90 P/E (TTM): 122.67X Cap: $2.43B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.46)
  • $5.46 P/E (TTM): 341.43X Cap: $565M
  • View ZDC Profile
  • View Questions on ZDC
• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: What are your top 5 growth companies in order and can you provide a brief statement for each why they make the grade? Also, when a market pullback hits, are any of them particularly susceptible to a larger pullback and why?

Upvote 12

Read Answer Asked on November 10, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
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Q: who are the other shareholders in GDH LP. over and above GALXY which owns 33.7 percent. ? what is the forward P/E for GLXY.? what is the forward PEG ratio for GLXY? thanks Richard

Upvote 3

Read Answer Asked by richard on November 10, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: You consider GLXY a Canadian company and have a report on it. However, in the company profile for GLXY:CA, its domicile address is listed as 300 Vesey Street, 8th Floor, New York, NY, USA, 10282. Can a company be Canadian and still have a U.S. address? Thank you

Upvote 9

Read Answer Asked by Gervais on November 07, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
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• Propel Holdings Inc. (PRL $24.25)
  • $24.25 P/E (TTM): 11.06X Cap: $941M
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Q: Good Day .Down currently 20%. Would you consider selling for tax loss and buyback or is there another downer that is On sale for possible better alternative.Already have a disappointment going with PRL Thanks Larry

Upvote 9

Read Answer Asked by Larry on November 07, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
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• Lumine Group Inc. (LMN $26.16)
  • $26.16 P/E (TTM): 100.03X Cap: $6.69B
  • View LMN Profile
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Q: Hi team!

Both GLXY and LMN have been clobbered as of late. If you were to initiate a new position in only one with the focus on growth for the next 3 years which would you side with?
This would be for a higher risk tolerant investor.
Thanks as always for all you do!

Upvote 10

Read Answer Asked by Josh on November 06, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
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Q: does GLXY have enough current income to pay the current interest on its entire debt? when calculating please include the interest expense on the latest issue of convertible debt thanks Richard

Upvote 8

Read Answer Asked by richard on November 05, 2025

• Celestica Inc. (CLS $420.38)
  • $420.38 P/E (TTM): 50.86X Cap: $48.35B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 146.74X Cap: $303.77B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: A bit of a timely post here. But with stocks pulling back quite a bit the last 2 days, and tech stocks mostly leading that pullback. Some names have pulled back more than others. Of some of your favorite picks, LMN, GLXY, NBIS are down more than most. If you were adding funds today, what would be your top 3 picks to add to on this pullback (in the order you'd add)? Thx

Upvote 24

Read Answer Asked by Adam on November 04, 2025

• Goldman Sachs Group Inc. (The) (GS $938.98)
  • $938.98 P/E (TTM): 19.12X Cap: $280.38B
  • View GS Profile
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• JPMorgan Chase & Co. (JPM $329.19)
  • $329.19 P/E (TTM): 16.19X Cap: $897.77B
  • View JPM Profile
  • View Questions on JPM
• Mastercard Incorporated (MA $575.54)
  • $575.54 P/E (TTM): 37.08X Cap: $520.11B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $349.77)
  • $349.77 P/E (TTM): 34.89X Cap: $678.29B
  • View V Profile
  • View Questions on V
• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Coinbase Global Inc (COIN $240.78)
  • $240.78 P/E (TTM): 21.28X Cap: $66.22B
  • View COIN Profile
  • View Questions on COIN
• Robinhood Markets Inc. (HOOD $115.27)
  • $115.27 P/E (TTM): 48.74X Cap: $103.75B
  • View HOOD Profile
  • View Questions on HOOD
• Circle Internet Group Inc. Class A (CRCL $82.90)
  • $82.90 Cap: $19.25B
  • View CRCL Profile
  • View Questions on CRCL

Q: what is the best way to invest in stable coins ? does the genius act(USA) and the proposed similar legislation by carney 's liberals have any positive material effect on companies in Canada and the USA and if so what companies do you like? thanks Richard

Upvote 6

Read Answer Asked by richard on November 04, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Coinbase Global Inc (COIN $240.78)
  • $240.78 P/E (TTM): 21.28X Cap: $66.22B
  • View COIN Profile
  • View Questions on COIN

Q: I hold a 3.55% position in COIN which has a nice gain so far. Recently I started a position in GLXY which has a weight of less than 1% and now trading at a loss. Is it a good idea to continue holding both? Should I persist with GLXY or go ahead with some tax loss selling.

Upvote 6

Read Answer Asked by Maureen on November 04, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: In a question asked by John about Glxy, you gave the buying price for GLXY $48,is this correct ?
Thanks

Upvote 4

Read Answer Asked on November 04, 2025

• Kraken Robotics Inc. (PNG $7.90)
  • $7.90 P/E (TTM): 122.67X Cap: $2.43B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Good afternoon,

In light of the recent pullbacks from the all-time high for both, would you consider adding to the positions?

Also, what are you looking for in PNG earnings?

Thank you,

Upvote 6

Read Answer Asked by Nick on November 03, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: I know a lot of questions have been asked about this stock but do you have an ideal entry point for this selloff?

Upvote 9

Read Answer Asked by Gary on October 31, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Any thought on this downward trend? Buy hold or sell for a taxloss?Thanks Larry

Upvote 11

Read Answer Asked by Larry on October 31, 2025