Investment Q&A

Q: I am sitting on cash to invest. I have been thinking about waiting until the US and China at least come to a "partial agreement" on trade. So that we have some certainity around that and how companies can move forward. I understand there are many points on both sides to negotiate and a "final deal" could take a long time or the other issues NOT able to resolve in an agreement. What advise would you have about investing the cash now or should I wait for a partial agreement? Or should I invest now but stay out of the US stock market? Your input would be appreciated.

Upvote 9

Read Answer Asked by Dick on October 02, 2025

• Applovin Corporation (APP $685.08)
  • $685.08 P/E (TTM): 102.21X Cap: $238.15B
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Q: App is down 25% today, seemingly over a lawsuit,isthis of concern or a buying opportunity?

Upvote 4

Read Answer Asked by Geoff on October 02, 2025

• VanEck Rare Earth/Strategic Metals ETF (REMX $69.68)
  • $69.68 P/E (TTM): 33.67X Cap: $953M
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Q: What do you think of this ETF and rare earths in general? Seems like China has a choke hold on this stuff and key parts of the US military can't operate without it...

Is there a better way to get exposure to rare earths?

Upvote 1

Read Answer Asked by Max on October 02, 2025

Q: Good morning 5i
I have done well in the past few years, as I have been close to 100 percent equities. With the time horizon shortening, however, and less time to recover from a downturn, I am considering a higher percentage of fixed income. Currently, I have a large amount of US cash. I have been fearful of the US dollar falling, and have been wondering whether I should convert those dollars into Canadian in order to buy fixed income?
Thanks

Upvote 4

Read Answer Asked by joseph on October 02, 2025

• TerraVest Industries Inc. (TVK $140.44)
  • $140.44 Cap: $3.08B
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Q: The growth in TVK seems to have slowed and in a previous question you mentioned it as more of a hold. If I were to sell, regardless of sector what are your top 3 choices to replace it with?

Upvote 9

Read Answer Asked by Marty on October 02, 2025

• The Howard Hughes Corporation (HHH $84.63)
  • $84.63 P/E (TTM): 17.98X Cap: $4.78B
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Q: It seems Bill Ackman is trying to create a Berkshire type holding company, is this correct?
Would you buy this as a long term investment at the current price?

Upvote 3

Read Answer Asked by Schoombee on October 02, 2025

• EMX Royalty Corporation (EMX $7.01)
  • $7.01 Cap: $779M
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• OR Royalties Inc. (OR $55.27)
  • $55.27 P/E (TTM): 131.25X Cap: $10.51B
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• Triple Flag Precious Metals Corp. (TFPM $40.85)
  • $40.85 P/E (TTM): 33.85X Cap: $8.40B
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• Vox Royalty Corp. (VOXR $5.73)
  • $5.73 Cap: $297M
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Q: Please rank these royalty companies for a 5 year hold with a short explanation of your reasoning.Thanks.

Upvote 2

Read Answer Asked by Maurice on October 02, 2025

• Johnson Controls International plc (JCI $108.75)
  • $108.75 P/E (TTM): 35.04X Cap: $71.25B
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• Tesla Inc. (TSLA $442.52)
  • $442.52 P/E (TTM): 257.06X Cap: $1.48T
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• Enphase Energy Inc. (ENPH $37.50)
  • $37.50 P/E (TTM): 27.43X Cap: $4.83B
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Q: Lately I've come across articles about high energy use devices using batteries to lower peak demand and to become more economical. Can you recommend stocks that might utilize this?

https://www.thecooldown.com/green-tech/energy-saving-air-conditioner-design/

Upvote 2

Read Answer Asked by Mark on October 02, 2025

• Propel Holdings Inc. (PRL $28.40)
  • $28.40 P/E (TTM): 14.25X Cap: $1.13B
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• Klarna Group plc (KLAR)
  • Cap: $28.71B
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Q: Would these two be competitors? Does PRL have a competitive advantage over other financial institutions in their space? How do you see these two companies evolving? Who is the favourite for success 5 - 10 years hence?

Upvote 2

Read Answer Asked by Stephen on October 02, 2025

Q: Hello Team,
Could I have your view on Canadian energy sector going forward please. and three names you recommend please.
Thanks!

Upvote 8

Read Answer Asked by Issaku on October 02, 2025

• Intuitive Surgical Inc. (ISRG $442.95)
  • $442.95 P/E (TTM): 62.29X Cap: $157.02B
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• Procter & Gamble Company (The) (PG $151.76)
  • $151.76 P/E (TTM): 23.6X Cap: $358.80B
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• Enbridge Inc. (ENB $69.26)
  • $69.26 P/E (TTM): 24.68X Cap: $150.83B
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• Constellation Software Inc. (CSU $3,894.69)
  • $3,894.69 P/E (TTM): 93.3X Cap: $81.20B
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• Intact Financial Corporation (IFC $268.05)
  • $268.05 P/E (TTM): 21.89X Cap: $47.60B
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• WSP Global Inc. (WSP $276.48)
  • $276.48 P/E (TTM): 44.5X Cap: $35.85B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $209.94)
  • $209.94 P/E (TTM): 83.96X Cap: $271.07B
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• Savaria Corporation (SIS $20.46)
  • $20.46 P/E (TTM): 26.18X Cap: $1.44B
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• BMO S&P 500 Index ETF (ZSP $102.64)
  • $102.64 P/E (TTM): 27.54X Cap: $20.17B
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• Kraken Robotics Inc. (PNG $4.80)
  • $4.80 P/E (TTM): 75.67X Cap: $1.40B
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• Berkshire Hathaway Inc. (BRK.B $497.00)
  • $497.00 P/E (TTM): 17.23X Cap: $1.07T
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• Brookfield Corporation Class A Limited Voting Shares (BN $95.52)
  • $95.52 P/E (TTM): 160.51X Cap: $141.61B
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• Lumine Group Inc. (LMN $42.67)
  • $42.67 P/E (TTM): 156.13X Cap: $10.79B
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• Alphabet CDR (CAD Hedged) (GOOG $39.99)
  • $39.99 P/E (TTM): 30.29X Cap: $4.12T
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Q: My daughter has the above investments in her regular account. She has now opened a TFSA and plans to contribute regularly. The horizon is long (money not needed for 10-20 years). Her portfolio is not very well balanced. Could you offer advice on 5-8 best stocks (Canadian or available on the NEO exchange) that would be promising investments whilst improving sectorial balance?

Upvote 3

Read Answer Asked by jacques on October 02, 2025

• Zedcor Inc. (ZDC $5.31)
  • $5.31 P/E (TTM): 307.06X Cap: $551M
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• Galaxy Digital Inc. Class A common stock (GLXY $51.64)
  • $51.64 Cap: $18.78B
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Q: I am deciding between these two companies for a 1% position (I will add over time if the company performs well): sector allocation is not a concern for this purchase. I am investing specifically for growth. Would you have a clear preference here?

Thanks so much, and I look forward to your response.

Upvote 5

Read Answer Asked by Domenic on October 02, 2025

Q: Is there a downside in holding a U. S. company that i purchased as a CDR in a TFSA. Thank you.

Upvote 3

Read Answer Asked by Brian on October 02, 2025

• Kroger Company (The) (KR $66.33)
  • $66.33 P/E (TTM): 24.34X Cap: $44.07B
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• Target Corporation (TGT $89.58)
  • $89.58 P/E (TTM): 10.44X Cap: $40.50B
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• Walmart Inc. (WMT $102.06)
  • $102.06 P/E (TTM): 38.74X Cap: $812.91B
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• Loblaw Companies Limited (L $54.75)
  • $54.75 P/E (TTM): 6.65X Cap: $64.22B
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• Albertsons Companies Inc. Class A (ACI $17.33)
  • $17.33 P/E (TTM): 10.68X Cap: $9.83B
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Q: Can you provide an updated commentary, similar to your last answer from July 2024 ?
Has anything changed ?

Upvote 1

Read Answer Asked by Jabs on October 02, 2025

• Badger Infrastructure Solutions Ltd. (BDGI $61.28)
  • $61.28 P/E (TTM): 26.89X Cap: $2.07B
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Q: What are your current thoughts on Badger from the perspective of initiating a long position (for a growth objective)?

Upvote 2

Read Answer Asked by Doug on October 02, 2025

• Broadcom Inc. (AVGO $339.91)
  • $339.91 P/E (TTM): 84.16X Cap: $1.57T
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• Alphabet Inc. (GOOG $245.53)
  • $245.53 P/E (TTM): 25.96X Cap: $2.94T
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• NVIDIA Corporation (NVDA $189.16)
  • $189.16 P/E (TTM): 53.16X Cap: $4.54T
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• Booking Holdings Inc. (BKNG $5,406.02)
  • $5,406.02 P/E (TTM): 37.64X Cap: $173.41B
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• Goldman Sachs Group Inc. (The) (GS $781.36)
  • $781.36 P/E (TTM): 17.55X Cap: $237.79B
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• JPMorgan Chase & Co. (JPM $307.80)
  • $307.80 P/E (TTM): 16.18X Cap: $854.37B
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• Tesla Inc. (TSLA $442.52)
  • $442.52 P/E (TTM): 257.06X Cap: $1.48T
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• Galaxy Digital Inc. Class A common stock (GLXY $51.64)
  • $51.64 Cap: $18.78B
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• CrowdStrike Holdings Inc. (CRWD $495.59)
  • $495.59 Cap: $125.46B
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• Coinbase Global Inc (COIN $374.34)
  • $374.34 P/E (TTM): 32.64X Cap: $88.94B
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• Robinhood Markets Inc. (HOOD $145.94)
  • $145.94 P/E (TTM): 73.05X Cap: $122.78B
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Q: What sectors do you think will do well in the USA in the following months? Could you recommend 10 of your top picks in these sectors.

Upvote 14

Read Answer Asked by Merrilyn on October 02, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $51.64)
  • $51.64 Cap: $18.78B
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• SharpLink Gaming Inc. (SBET $18.37)
  • $18.37 Cap: $2.93B
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• BitMine Immersion Technologies Inc. (BMNR $55.96)
  • $55.96 Cap: $225M
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Q: Can I get your updated view and opinion on SBET. I have a small position and down 15% and would like to add more. Already own a good sized position in GLXY which has done very well. I understand the volatility and risks in crypto. Can you comment on this recent news of SBET increasing their share offering and also the plan of tokenizing their stock. Do you see this as positive news and do you see more upside in ETH going forward? Also I think before you mentioned you favor SBET over BMNR, is that still the case today? Thank you!

Upvote 3

Read Answer Asked by Keith on October 02, 2025

• DoorDash Inc. (DASH $269.77)
  • $269.77 P/E (TTM): 149.45X Cap: $114.33B
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Q: Thoughts on DoorDash?

Upvote 1

Read Answer Asked by Kim on October 02, 2025

• Apple Inc. (AAPL $257.61)
  • $257.61 P/E (TTM): 38.64X Cap: $3.79T
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Q: Regarding AAPL, what position size would you be comfortable with for a long-term hold in a moderate-risk portfolio?
Thanks as always.

Upvote 3

Read Answer Asked by Roman on October 02, 2025

• Lundin Mining Corporation (LUN $20.76)
  • $20.76 Cap: $17.71B
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Q: Why has Lundin Mining skock price increased so much lately.

Upvote 2

Read Answer Asked by Donald on October 02, 2025