Q: In your answer to Paul F’s question it sounds like GLXY has many parts. If so, is their future success likely to be constrained due to being “ jack of all trades, master of none”? Or are they strong enough in all the areas you mentioned to provide the leverage to be a likely BIG player in the near and long term?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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PayPal Holdings Inc. (PYPL $57.66)
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Visa Inc. (V $349.77)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Shift4 Payments Inc. Class A (FOUR $66.88)
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Applovin Corporation (APP $647.72)
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Coinbase Global Inc (COIN $240.78)
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Sezzle Inc. (SEZL $77.17)
Q: Hello 5i,
We are perplexed on which payment stocks to purchase. FOUR seems to be somewhat of a disappointment so far, though many have fallen from grace this year and a path to digital payments through crypto looks promising though we are not sure how this will shake out.
Can you comment on the best way to capitalize on stocks in this sector and rank the top 3 payment stocks (in order please) to hold for 5 years or longer.
Thank you
D&J
We are perplexed on which payment stocks to purchase. FOUR seems to be somewhat of a disappointment so far, though many have fallen from grace this year and a path to digital payments through crypto looks promising though we are not sure how this will shake out.
Can you comment on the best way to capitalize on stocks in this sector and rank the top 3 payment stocks (in order please) to hold for 5 years or longer.
Thank you
D&J
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Goldman Sachs Group Inc. (The) (GS $938.98)
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JPMorgan Chase & Co. (JPM $329.19)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Coinbase Global Inc (COIN $240.78)
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Robinhood Markets Inc. (HOOD $115.27)
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Core Scientific Inc. (CORZ $17.14)
Q: Is this primarily a tech company or more of a 50/50 hybrid with the financial sector?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Would the 40 $ range be a good time to load up on this one? Thanks Larry
Q: I see Galaxy is down after hours on news of some sort of a share offering. Can you comment please? I’m guessing that this is not an issue - growth companies need to raise money to gown. Just interested in your comments. This stock has been a good performer for me and I was planning on just holding. Thanks,
Jason
Jason
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Dollarama Inc. (DOL $199.31)
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Thomson Reuters Corporation (TRI $179.94)
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goeasy Ltd. (GSY $138.72)
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5N Plus Inc. (VNP $20.09)
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kneat.com inc. (KSI $5.08)
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Vitalhub Corp. (VHI $9.11)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Propel Holdings Inc. (PRL $24.25)
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D2L Inc. Subordinate Voting Shares (DTOL $13.67)
Q: Based on what happened to companies in the recent pullback are there any of your favourite Canadian growth stocks that provide better investment opportunities today than they did last week? If so, please list them in the order that you would purchase them today.
Q: With major banks like JPMorgan now planning to offer crypto-collateralized loans and expand into digital-asset services, I’m wondering how this might affect Galaxy Digital’s competitive moat. Could the entry of large, well-capitalized banks put pressure on Galaxy’s market share or margins, especially in institutional lending and trading? At the same time, what advantages does Galaxy still hold that could help it maintain its position as a leading “crypto bank”? In other words, as more traditional financial institutions begin offering similar products, why would institutional clients or investors continue choosing Galaxy over a major bank?
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Celestica Inc. (CLS $420.38)
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Kraken Robotics Inc. (PNG $7.90)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Nebius Group N.V. (NBIS $97.93)
Q: Hi, if I want to buy two out of these four stocks, which two would you recommend?
Q: I recently bought a small position in Galaxy Digital. Am I correct that up until the launch of GalaxyOne, the platform was only open to institutional investors? Also, I was looking at the latest earnings and where does Treasury Management and Corporate fit in and what is it? Is it GLXY’s own investment in digital assets? Thanks.
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Celestica Inc. (CLS $420.38)
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goeasy Ltd. (GSY $138.72)
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Kraken Robotics Inc. (PNG $7.90)
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Zedcor Inc. (ZDC $5.46)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
Q: hi,
what are your current top 5 stocks to BUY today from the growth portfolio ( in TFSA ).
cheers and thanks, Chris
what are your current top 5 stocks to BUY today from the growth portfolio ( in TFSA ).
cheers and thanks, Chris
Q: Hi 5i,
I know galaxy in the growth portfolio has done very well. Does the roughly 7 % weighting reflect the weight after the "sale" of shares?
Also, can you confirm that there is a lock up ending around November 26 th, and what kind of a movement could that have on the shares? i.e. how many shares MAY come to market after that date? Are there any other lock up date expirations in 2025?
At this stage in the market, how would you compare the potential growth prospects of x and glxy? which has more of a moat?
Many thanks,
I know galaxy in the growth portfolio has done very well. Does the roughly 7 % weighting reflect the weight after the "sale" of shares?
Also, can you confirm that there is a lock up ending around November 26 th, and what kind of a movement could that have on the shares? i.e. how many shares MAY come to market after that date? Are there any other lock up date expirations in 2025?
At this stage in the market, how would you compare the potential growth prospects of x and glxy? which has more of a moat?
Many thanks,
Q: Hello
Just looking at the financials for GLXY and wondering why the stock has risen. Sales are zero, other income is 135M, EBITA has never been positive, net income way down from last year, OPS way down from last year, Operating cash flow is negative, negative free cash flow forever so why is the stock going up the way it has?
PE is 250, operating margins are negative.
Am I missing something here?
Thanks
Jeff
Just looking at the financials for GLXY and wondering why the stock has risen. Sales are zero, other income is 135M, EBITA has never been positive, net income way down from last year, OPS way down from last year, Operating cash flow is negative, negative free cash flow forever so why is the stock going up the way it has?
PE is 250, operating margins are negative.
Am I missing something here?
Thanks
Jeff
Q: After strong earnings yesterday, do you see any reason for this stock to be down over 12%?
thanks
thanks
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Hemisphere Energy Corporation (HME $1.95)
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goeasy Ltd. (GSY $138.72)
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5N Plus Inc. (VNP $20.09)
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Blackline Safety Corp. (BLN $6.77)
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Kraken Robotics Inc. (PNG $7.90)
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Zedcor Inc. (ZDC $5.46)
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kneat.com inc. (KSI $5.08)
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Vitalhub Corp. (VHI $9.11)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Tantalus Systems Holding Inc. (GRID $4.79)
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MDA Space Ltd. (MDA $29.52)
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Propel Holdings Inc. (PRL $24.25)
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Lumine Group Inc. (LMN $26.16)
Q: Hello, in what order today would you buy these stocks and at what price KSI,PNG,GRID,VHI,BLN,MDA,ZDC,HME,GSY,PRL,LMN,VNP,GLXY
Thank you
Thank you
Q: Please comment on Q to be released a.m. Oct21,and outlook.Txs for U usual great services & views
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
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Kraken Robotics Inc. (PNG $7.90)
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CECO Environmental Corp. (CECO $61.80)
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EnerSys (ENS $158.29)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Nebius Group N.V. (NBIS $97.93)
Q: Looking at the market draw down on Friday, please suggest your 3 current highest conviction US listed and Canadian opportunities for a total of 6. Please state if you would be each one where they closed or suggest a price target if you would wait. Growth focus not safety or income.
Q: Is this still a buy at current price ($56) for a growth investor?
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Kraken Robotics Inc. (PNG $7.90)
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Zedcor Inc. (ZDC $5.46)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Propel Holdings Inc. (PRL $24.25)
Q: As an after thought to my previous question .As to what to do about PRL.Would you consider a swap to these.And in what order as for more growth over the next 2 to 3 years .Thanks Larry
Q: Help calm me down ! This stock has exploded and it’s in my TFSA ! Thank you, thank you.
With sugar plums dancing in my head I fear my
rational investment thinking has gone out the window but here it goes : GLXY it’s now 35 % of my TFSA and my TFSA is 5% of total investments ( banks, utilities etc )so it is roughly 1.5 - 2 % of total. The company has its toes in crypto and data centres, two of the hot themes of today, and seems well managed but I have been burnt before ( EGLX , TV. ) because of not knowing when to sell. I suppose position size, change in fundamentals, and valuation would be factors in making a decision. And if you sell, I should too, but until then hold on ?
Thanks. Derek.
With sugar plums dancing in my head I fear my
rational investment thinking has gone out the window but here it goes : GLXY it’s now 35 % of my TFSA and my TFSA is 5% of total investments ( banks, utilities etc )so it is roughly 1.5 - 2 % of total. The company has its toes in crypto and data centres, two of the hot themes of today, and seems well managed but I have been burnt before ( EGLX , TV. ) because of not knowing when to sell. I suppose position size, change in fundamentals, and valuation would be factors in making a decision. And if you sell, I should too, but until then hold on ?
Thanks. Derek.
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Coinbase Global Inc (COIN $240.78)
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Robinhood Markets Inc. (HOOD $115.27)
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iShares Ethereum Trust ETF (ETHA $23.19)
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3iQ Solana Staking ETF (SOLQ $15.06)
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Circle Internet Group Inc. Class A (CRCL $82.90)
Q: Hello 5i,
There is a lot of noise about Stablecoins, gold, US debt reduction and opportunities in crypto coins to take advantage of servicing transactions. IF Stablecoins are rolled out by the US gov't, how will this affect GLXY?
Do you have Crypto suggestions if Stablecoins are backed by the US gov't? Most of this is above our heads but Trump knows how to go bankrupt and make a fortune.
Thank you
D&J
There is a lot of noise about Stablecoins, gold, US debt reduction and opportunities in crypto coins to take advantage of servicing transactions. IF Stablecoins are rolled out by the US gov't, how will this affect GLXY?
Do you have Crypto suggestions if Stablecoins are backed by the US gov't? Most of this is above our heads but Trump knows how to go bankrupt and make a fortune.
Thank you
D&J