Investment Q&A

• Cellebrite DI Ltd. (CLBT $13.66)
  • $13.66 Cap: $3.26B
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Q: I’m down 30%. Should I wait for a recovery or move on.
Thinking 1-2 yr hold.
Thanks.

Upvote 4

Read Answer Asked by Michele on June 23, 2025

• Visa Inc. (V $336.78)
  • $336.78 P/E (TTM): 34.11X Cap: $663.75B
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Q: Hi. I have owned GSY for a while and I'm down about 10%. Was thinking of switching it for Visa. Good idea, bad idea or not necessary? Thanks.

Upvote 5

Read Answer Asked by Paul on June 23, 2025

• Maya Gold & Silver Inc. (AYA)
  • Cap: $159M
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• G Mining Ventures Corp. (GMIN $17.31)
  • $17.31 P/E (TTM): 80.11X Cap: $3.72B
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Q: Can I get your opinion on these two companies. Thank you.

Upvote 2

Read Answer Asked by Marcela on June 23, 2025

• BMO International Dividend ETF (ZDI $26.05)
  • $26.05 P/E (TTM): 18.68X Cap: $637M
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• Purpose International Dividend Fund (PID $26.54)
  • $26.54 P/E (TTM): 0.01X Cap: $106M
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Q: Would you chose PID or ZDI for international exposure? Looking for dividends with some growth, X-Canada and X-USA. Thanks Ron

Upvote 7

Read Answer Asked by Ronald on June 23, 2025

• Mastercard Incorporated (MA $565.56)
  • $565.56 P/E (TTM): 39.26X Cap: $515.11B
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• Visa Inc. (V $336.78)
  • $336.78 P/E (TTM): 34.11X Cap: $663.75B
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Q: Does it not make sense that V and MA would benefit from stablecoin as it may be intergrated into the existing payment infrastructure and not seen as competition?

Upvote 6

Read Answer Asked by George on June 23, 2025

• Costco Wholesale Corporation (COST $942.68)
  • $942.68 P/E (TTM): 55.64X Cap: $423.68B
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• Progressive Corporation (The) (PGR $244.04)
  • $244.04 P/E (TTM): 16.26X Cap: $141.61B
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• United Rentals Inc. (URI $859.69)
  • $859.69 P/E (TTM): 22.29X Cap: $55.88B
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• Walmart Inc. (WMT $99.63)
  • $99.63 P/E (TTM): 42.09X Cap: $794.76B
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• Caseys General Stores Inc. (CASY $519.43)
  • $519.43 P/E (TTM): 35.66X Cap: $19.45B
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• Axon Enterprise Inc. (AXON $857.53)
  • $857.53 P/E (TTM): 179.34X Cap: $57.98B
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• Arthur J. Gallagher & Co. (AJG $284.91)
  • $284.91 P/E (TTM): 43.85X Cap: $72.88B
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• Comfort Systems USA Inc. (FIX $693.00)
  • $693.00 P/E (TTM): 35.73X Cap: $24.66B
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• Brown & Brown Inc. (BRO $92.35)
  • $92.35 P/E (TTM): 25.69X Cap: $30.42B
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• Robinhood Markets Inc. (HOOD $105.45)
  • $105.45 P/E (TTM): 57.09X Cap: $93.86B
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• Skyward Specialty Insurance Group Inc. (SKWD $47.74)
  • $47.74 P/E (TTM): 16.57X Cap: $2B
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Q: What are your top 3 sectors (ex tech) to invest in the US right now for the next 3 years ? I am looking to hold 3-5 years.

Please name your top 3 ideas (ranked if possible) in each of your preferred sectors for an investor with moderate to high risk appetite, regardless of market cap.

Thank you

Upvote 22

Read Answer Asked by Karim on June 23, 2025

• Amplify Junior Silver Miners ETF (SILJ $15.36)
  • $15.36 P/E (TTM): 41.84X Cap: $1.57B
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Q: Can you please comment on Sprott Silver Miners & Physical Silver ETF (SLVR). The ETF is new as of early 2025: does it pay a dividend? I am looking for small cap silver miner exposure and SLVR appears to hold 64% small caps less than $2B. Most of the holdings are in Canada. I don't know how much Eric Sprott has control over the holdings. Or is SILJ a safer bet: it has about 34% small caps, $300M to $2B and pays a nice dividend of about 5%.

Upvote 3

Read Answer Asked by Grant on June 23, 2025

• Purpose Bitcoin ETF (BTCC $20.50)
  • $20.50 Cap: $1.02B
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• Fidelity Advantage Bitcoin ETF (FBTC $51.28)
  • $51.28 Cap: $1.35B
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Q: Which one of these three bitcoin ETFs on the TSX is best? Its for a non-registered account if that makes a difference.

Upvote 3

Read Answer Asked by Carla on June 23, 2025

• Amplify Junior Silver Miners ETF (SILJ $15.36)
  • $15.36 P/E (TTM): 41.84X Cap: $1.57B
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Q: Hi 5i team. I've been watching the price of silver move higher in 2025 and am wondering if there is an ETF that you like that invests in junior silver miners.

Upvote 1

Read Answer Asked by MATHEW on June 23, 2025

• Enphase Energy Inc. (ENPH $31.96)
  • $31.96 P/E (TTM): 28.83X Cap: $4.14B
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Q: I looked up this stock after your recommendation, I noticed it's way down from it's high of $366 down to $36 now, do you think it has potential for big upside? What are the risks for this stock?

Upvote 2

Read Answer Asked by Danielle on June 23, 2025

• Alphabet Inc. (GOOG $196.34)
  • $196.34 P/E (TTM): 21.2X Cap: $2.36T
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• Intuitive Surgical Inc. (ISRG $480.24)
  • $480.24 P/E (TTM): 70.73X Cap: $173.27B
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 56.04X Cap: $4.39T
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• Booking Holdings Inc. (BKNG $5,475.00)
  • $5,475.00 P/E (TTM): 33.58X Cap: $177.47B
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• Salesforce Inc. (CRM $249.71)
  • $249.71 P/E (TTM): 39.24X Cap: $241.21B
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• Axon Enterprise Inc. (AXON $857.53)
  • $857.53 P/E (TTM): 179.34X Cap: $57.98B
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• RTX Corporation (RTX $156.62)
  • $156.62 P/E (TTM): 45.99X Cap: $210.65B
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Q: Role play. You're you giving yourself advice:

Assuming the market is going to puke all over itself today, what are you buying and how long are you waiting to pull the trigger on it?

Everything is long term hold.

Thanks
H

Upvote 26

Read Answer Asked by Harrison on June 23, 2025

• Kraken Robotics Inc. (PNG $3.29)
  • $3.29 P/E (TTM): 48.43X Cap: $890M
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Q: Hi there,

What is their business model and it is sustainable within the next 5-10 years. Is there any concerns of revenue and profits that could drop in the upcoming years.

In advance, thank you for taking the time to answer my question.

NL

Upvote 10

Read Answer Asked by Norwood on June 23, 2025

• Descartes Systems Group Inc. (The) (DSG $146.82)
  • $146.82 P/E (TTM): 63.41X Cap: $12.36B
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Q: Is there a relationship between Geotab and Descartes, and if so what is it?

Upvote 3

Read Answer Asked by jacques on June 23, 2025

Q: Could I get your opinion on this? Thx

Upvote 2

Read Answer Asked by Ronald on June 23, 2025

• FirstService Corporation (FSV $273.50)
  • $273.50 P/E (TTM): 68.2X Cap: $12.26B
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• Granite Real Estate Investment Trust (GRT.UN $74.26)
  • $74.26 P/E (TTM): 14.68X Cap: $4.59B
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• BMO Equal Weight REITs Index ETF (ZRE $21.93)
  • $21.93 P/E (TTM): 54.85X Cap: $579M
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.63)
  • $11.63 P/E (TTM): 26.77X Cap: $3.36B
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Q: Hi, would like to know your thoughts about an alternative to dir.un. Have had this one for about three years B.E. 12.60 ,(in an rrif). Or thoughts on another stock or etf I could add to dir. as it is my only stock in R.E. Sector.
Thanks

Upvote 8

Read Answer Asked by Brad on June 23, 2025

• Agnico Eagle Mines Limited (AEM $182.94)
  • $182.94 P/E (TTM): 26.83X Cap: $86.83B
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Q: I'd like to increase our gold exposure. We currently have AEM and have done well. Increase this position ( which is now way higher) or invest in a different company/ETF. Thank you

Upvote 7

Read Answer Asked by alex on June 23, 2025

• Canadian Premium Sand Inc. (CPS $0.19)
  • $0.19 Cap: $17M
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Q: what is going on with this mini mini company not much info om it great idea but is there a future thanks for all you do

Upvote 2

Read Answer Asked by cindy on June 23, 2025

• PPL Corporation (PPL $35.87)
  • $35.87 P/E (TTM): 26.53X Cap: $26.75B
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Q: What is your outlook for PPL? Short and longer term technicals are negative.

Upvote 3

Read Answer Asked by Jacques on June 23, 2025

Q: I have some cash and as a graduation gift I am looking to start a tfsa for my 18yr old. What would be a few of your highest conviction names for the long term. Thanks.

Upvote 20

Read Answer Asked by Philip on June 23, 2025

Q: As a new member to 5I I am wanting to get the most out of this great resource! If I had only 30 minutes a day for this site, how do you recommend I use it to take full advantage of everything you provide?

Thanks! Kevin

Upvote 37

Read Answer Asked by Kevin on June 23, 2025