Investment Q&A

• NVIDIA Corporation (NVDA $180.99)
  • $180.99 P/E (TTM): 43.21X Cap: $4.39T
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• Celestica Inc. (CLS $407.37)
  • $407.37 P/E (TTM): 44.88X Cap: $46.86B
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• Vertiv Holdings LLC Class A (VRT $159.82)
  • $159.82 P/E (TTM): 58.26X Cap: $59.02B
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• Nebius Group N.V. (NBIS $89.46)
  • $89.46 Cap: $21.30B
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Q: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. With all of their success, I find that I have been slowly trimming these companies quite regularly. Currently I want to let them run for a bit longer than I normally would. So with that said, what is the maximum percentage of your portfolio you would feel comfortable holding the above companies before trimming?

Much appreciated!

Stefan

Upvote 18

Read Answer Asked by Stefan on October 27, 2025

• Hemisphere Energy Corporation (HME $1.96)
  • $1.96 P/E (TTM): 6.57X Cap: $185M
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Q: Could I have your opinion on HME please. Is it in your Income Portfolio as mention on October 15 post? If so I am not seeing it...
Many thanks!

Upvote 11

Read Answer Asked by Issaku on October 24, 2025

• FirstService Corporation (FSV $154.69)
  • $154.69 P/E (TTM): 52.26X Cap: $7.09B
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Q: So sorry, I forgot to include FSV. Better to purchase Canadian or US.
Also, a good entry point.

Thanks again,
John G.

Upvote 6

Read Answer Asked by John on October 24, 2025

• Ucore Rare Metals Inc. (UCU $5.78)
  • $5.78 Cap: $597M
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Q: Is this one buyable at today's price after their drop from a high of $13.00
Thanx
Gary

Upvote 3

Read Answer Asked by Gary on October 24, 2025

• Harvest Global Gold Giants Index ETF (HGGG $91.06)
  • $91.06 P/E (TTM): 30.98X Cap: $55M
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• Harvest Tech Achievers Growth & Income ETF (HTA.B $20.51)
  • $20.51 P/E (TTM): 34.54X Cap: $7M
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Q: What's your opinion on these two for someone in their 70s? and right now are they a buy at current prices?

Upvote 6

Read Answer Asked by Danielle on October 24, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.13)
  • $164.13 P/E (TTM): 23.49X Cap: $1.95B
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Q: Gentlemen;

Can you comment on the recent earnings report? A very strong reaction to the report this morning.

Upvote 12

Read Answer Asked by Ronald on October 24, 2025

• Duke Energy Corporation (Holding Company) (DUK $115.56)
  • $115.56 P/E (TTM): 18.56X Cap: $89.86B
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• NextEra Energy Inc. (NEE $79.54)
  • $79.54 P/E (TTM): 25.75X Cap: $165.65B
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• Xcel Energy Inc. (XEL $72.67)
  • $72.67 P/E (TTM): 22.44X Cap: $42.98B
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• Fortis Inc. (FTS $70.10)
  • $70.10 P/E (TTM): 20.31X Cap: $35.42B
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• AltaGas Ltd. (ALA $41.08)
  • $41.08 P/E (TTM): 16.46X Cap: $12.30B
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• Capital Power Corporation (CPX $59.62)
  • $59.62 P/E (TTM): 20.83X Cap: $9.27B
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• BMO Equal Weight Utilities Index ETF (ZUT $25.00)
  • $25.00 P/E (TTM): 18.29X Cap: $843M
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• Hydro One Limited (H $53.69)
  • $53.69 P/E (TTM): 24.74X Cap: $32.20B
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• State Street Utilities Select Sector SPDR ETF (XLU $42.63)
  • $42.63 P/E (TTM): 22.83X Cap: $21.84B
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Q: What is the best way to play Utilities in Canada & US? Stocks or ETFs? Which ones? Thanks!

Upvote 18

Read Answer Asked by Austin on October 24, 2025

• Telesat Corporation Common and Variable Voting Shares (TSAT $39.08)
  • $39.08 Cap: $1.41B
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Q: views on this company going forward...thank you.

Upvote 5

Read Answer Asked by dan on October 24, 2025

• iShares Global Healthcare ETF (IXJ $96.97)
  • $96.97 P/E (TTM): 26.68X Cap: $4.46B
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• State Street Health Care Select Sector SPDR ETF (XLV $154.94)
  • $154.94 P/E (TTM): 23.97X Cap: $40.61B
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Q: Hello team, could you please give me your thoughts on XLV and IXJ.

Interested in how they compare and if you prefer one over the other. A good entry price would also be appreciated.

Thanks as always for your advice.
Paula

Upvote 3

Read Answer Asked by Paula on October 24, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $33.24)
  • $33.24 Cap: $12.98B
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• Galaxy Digital Inc. (GLXY $24.00)
  • $24.00 Cap: $9.37B
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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.

Upvote 5

Read Answer Asked by Kim on October 24, 2025

• Seagate Technology Holdings PLC (STX $296.36)
  • $296.36 P/E (TTM): 37.63X Cap: $61.53B
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• Western Digital Corporation (WDC $181.08)
  • $181.08 P/E (TTM): 25.44X Cap: $59.68B
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• Pure Storage Inc. Class A (PSTG $69.13)
  • $69.13 P/E (TTM): 171.95X Cap: $22.82B
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Q: Hello. What is your outlook for the storage sector and which do you believe to be the better investment over the next few years? Thank you.

Upvote 5

Read Answer Asked by Edward on October 24, 2025

• Lumine Group Inc. (LMN $27.08)
  • $27.08 P/E (TTM): 100.56X Cap: $6.94B
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Q: I was doing very well with Lumine untill July . From a high of $ 55.00 to now 36.00. What's happening ? Thanks.

Upvote 16

Read Answer Asked by Frank on October 24, 2025

• Crescent Energy Company Class A (CRGY $8.05)
  • $8.05 Cap: $2.16B
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• Vital Energy Inc. par value $0.01 per share (VTLE $17.92)
  • $17.92 P/E (TTM): 2.75X Cap: $1.48B
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Q: Hi there. I'm wanting your opinion on this stock and whether it could be put into a portfolio at current price? Seems the sector may still be undervalued.

Upvote 4

Read Answer Asked by Kevin on October 24, 2025

• NVIDIA Corporation (NVDA $180.99)
  • $180.99 P/E (TTM): 43.21X Cap: $4.39T
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• CoreWeave Inc. (CRWV $83.00)
  • $83.00 Cap: $33.72B
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Q: hi,
can I get Peter's thoughts on the "circular" financing of AI deals going on please. can he compare this to the same phenomenon that was going on in the Dotcom bubble. Does Peter think this is starting to look like the companies propping up the AI theme overall? when an average investor looks into what these companies are involved in, one does not get much confidence in their "leaders" honesty and morality, which could lead an average investor to believe things are being manipulated.
cheers, Chris

Upvote 8

Read Answer Asked by chris on October 24, 2025

• Agnico Eagle Mines Limited (AEM $241.50)
  • $241.50 P/E (TTM): 28.88X Cap: $121.40B
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Q: Hi 5i team,

Wealthsimple allows clients to purchase physical gold in all accounts. My gold exposure is through AEM. Should I continue with AEM or switch to physical gold?

Best,
Matt

Upvote 5

Read Answer Asked by Matt on October 24, 2025

• Critical Infrastructure Technologies Ltd. (CTTT $0.78)
  • $0.78 Cap: $92M
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Q: (CTTT)Critical Infrastructure Tech

can you give me an opinion on their most recent news, insider buying and ownership, management, industry, balance sheet and outlook. Thank you.

Upvote 2

Read Answer Asked by James on October 24, 2025

• Cash (CAD dollars) (CASH.CAD $1.00)
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Q: What is the best place to park a sizeable amount of cash for a few weeks? Funds are required for home purchase, so no volatility, please.

Upvote 4

Read Answer Asked by Maureen on October 24, 2025

Q: In general, what is your opinion on investing in Mutual Funds? I just want to follow a dozen stocks and the rest in ETF, Index, or Mutual funds. But I hear Mutual Funds have a high MER.

Upvote 10

Read Answer Asked by Louis on October 24, 2025

• Rocket Doctor AI Inc. (AIDR $0.70)
  • $0.70 Cap: $57M
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Q: A company called Rocket Doctor was talked about on market call the other day. Is it worth than investing in?

Upvote 3

Read Answer Asked by Andrea on October 24, 2025

• Caterpillar Inc. (CAT $576.22)
  • $576.22 P/E (TTM): 29.08X Cap: $269.65B
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• Fluor Corporation (FLR $40.91)
  • $40.91 P/E (TTM): 2.09X Cap: $6.59B
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• Quanta Services Inc. (PWR $426.66)
  • $426.66 P/E (TTM): 62.42X Cap: $63.62B
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• Vulcan Materials Company (Holding Company) (VMC $291.87)
  • $291.87 P/E (TTM): 34.24X Cap: $37.71B
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• Xylem Inc. New (XYL $138.07)
  • $138.07 P/E (TTM): 35.23X Cap: $33.61B
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• Generac Holdlings Inc. (GNRC $138.94)
  • $138.94 P/E (TTM): 26.14X Cap: $8.15B
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• Eagle Materials Inc (EXP $217.55)
  • $217.55 P/E (TTM): 16.51X Cap: $6.97B
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• AECOM (ACM $96.72)
  • $96.72 P/E (TTM): 23.11X Cap: $12.74B
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• Jacobs Solutions Inc. (J $134.07)
  • $134.07 P/E (TTM): 55.75X Cap: $15.92B
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• Trane Technologies plc (TT $389.84)
  • $389.84 P/E (TTM): 29.66X Cap: $86.44B
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Q: Yesterday a BNN article indicated that preparation, clean-up and re-construction after natural disasters has become a growing and significant portion of the US GDP.

Please advise some companies in these categories that I could do some research on?

Thanks for all your help,

Mike

Upvote 3

Read Answer Asked by Michael on October 24, 2025