Investment Q&A

• Zoomd Technologies Ltd. (ZOMD $1.18)
  • $1.18 P/E (TTM): 5.07X Cap: $118M
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Q: With small companies I often check the quality of their web portal. ZOOMD doesn't impress me; some links don't work. They don't list a phone number in the contacts. Their address appears to be a law firm. Is the Toronto address just a front? I don't mind if the company is based in Israel but they shouldn't hide it. Ex-ceo has lots of shares to sell even if half is via controlled sale.

They had some big organizations as customers but i wonder how sticky these contracts are. And if not, why is that? Do you have any insights into it?

Upvote 5

Read Answer Asked by JR on June 06, 2025

• Costco Wholesale Corporation (COST $963.61)
  • $963.61 P/E (TTM): 68.68X Cap: $427.71B
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Q: Hi Peter and team,

What's going on with Costco today, down 2.5%?

Cheers and thanks for your help.

H

Upvote 4

Read Answer Asked by Harry on June 06, 2025

• Palantir Technologies Inc. (PLTR $170.96)
  • $170.96 P/E (TTM): 421.6X Cap: $407.47B
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Q: Up 550 percent on my position. Have already trimmed once.

'Analyst' outlooks vary from a 75 percent drop to 'the ride up is just beginning'.

What is your best assessment of this stock? What would you do?

I have major fomo. Maybe a partial trailing stop loss? Thanks

Upvote 7

Read Answer Asked by Charles on June 06, 2025

• Cerence Inc. (CRNC $11.74)
  • $11.74 Cap: $528M
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Q: Can you please comment on Cerence's financial performance - balance sheet and income statement - as well as their future prospects given the heightened focus on AI and autonomous driving that may be getting a boost from the loosened regulatory demands south of the border. A buy?

Upvote 2

Read Answer Asked by Scott on June 06, 2025

• Argan Inc. (AGX $383.66)
  • $383.66 P/E (TTM): 38.83X Cap: $5.32B
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• Carpenter Technology Corporation (CRS $335.44)
  • $335.44 P/E (TTM): 41.58X Cap: $16.71B
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• Cellebrite DI Ltd. (CLBT $17.00)
  • $17.00 Cap: $4.07B
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• Sportradar Group AG (SRAD $18.97)
  • $18.97 Cap: $5.68B
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• Nebius Group N.V. (NBIS $108.73)
  • $108.73 Cap: $25.88B
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Q: Good morning. I bought these 2 last year around July or August in an unregistered 12 stock US account.
AGX is a triple, 9.8% of the portfolio ,CRS a double, 8.1% of the portfolio.
What do you see for them going forward? Do I trim? If so do add to NBIS , CLBT or SRAD. Thank you David

Upvote 8

Read Answer Asked by David on June 06, 2025

• CrowdStrike Holdings Inc. (CRWD $453.88)
  • $453.88 Cap: $114.42B
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• IonQ Inc. (IONQ $50.80)
  • $50.80 Cap: $17.99B
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Q: Would you initiate positions in these stocks or do you feel better entry points will come?

Upvote 8

Read Answer Asked by Gary on June 05, 2025

• Harvest Strategy Inc. High Income Shares ETF (MSTY $4.66)
  • $4.66 P/E (TTM): 11.69X Cap: $69M
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Q: It seems you don't have it in your companies list, the question is, if one will buy it today will they receive the dividend? What do you think about the strategy in general?

Upvote 2

Read Answer Asked by Marios on June 05, 2025

• UnitedHealth Group Incorporated (DE) (UNH $331.02)
  • $331.02 P/E (TTM): 17.68X Cap: $299.85B
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Q: Looking to take a position in UNH, would you consider it stable now for half position.Seems to have put in a good floor past week. Thanks Mike

Upvote 5

Read Answer Asked by michael on June 05, 2025

• NVIDIA Corporation (NVDA $186.23)
  • $186.23 P/E (TTM): 46.41X Cap: $4.52T
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• SoundHound AI Inc. (SOUN $11.10)
  • $11.10 Cap: $4.66B
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Q: I purchased SOUN when it was associated with NVIDIA. Now down 50 percent, do you consider it a sell or hold? Thanks

Upvote 2

Read Answer Asked by Charles on June 05, 2025

• Nebius Group N.V. (NBIS $108.73)
  • $108.73 Cap: $25.88B
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• CoreWeave Inc. (CRWV $101.23)
  • $101.23 Cap: $50.44B
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Q: Recently, Nebius's stock price has seen a significant surge. This morning at 7 am pre-market, it jumped another 5%. What's driving this upward trend? I currently hold a small portion of the stock shares. Should I consider adding to my position? I'd appreciate any insights you can provide. Thanks.

Upvote 9

Read Answer Asked by Esther on June 05, 2025

• GLOBAL X FDS (BOTZ $38.35)
  • $38.35 P/E (TTM): 61.6X Cap: $3.38B
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• GLOBAL X FDS (AIQ $52.34)
  • $52.34 P/E (TTM): 23.66X Cap: $7.72B
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Q: I am looking to add either AIQ or BOTZ to my portfolio for a long term hold. Both are ETF's. AIQ seems more focused on artificial intelligence while BOTZ is more focused on robotics. What would your preference be at this time?

Thanks

Upvote 2

Read Answer Asked by philip on June 05, 2025

• Alphabet Inc. (GOOG $330.34)
  • $330.34 P/E (TTM): 32.89X Cap: $3.98T
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• Tesla Inc. (TSLA $437.50)
  • $437.50 P/E (TTM): 292.38X Cap: $1.45T
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• Uber Technologies Inc. (UBER $84.85)
  • $84.85 P/E (TTM): 10.85X Cap: $176.30B
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Q: In less than a year, Waymo has increased its weekly ride volume from 10,000 in August 2023 to more than 250,000 today. According to California Public Utilities Commission filings, the company's momentum has accelerated sharply, with March 2025 alone showing a 27% jump in paid rides after months of slower growth. Do you think it could become a big part of Google in the coming years ? They seems to have the lead compare to the competitors like tesla, uber ...

Upvote 6

Read Answer Asked by jean on June 05, 2025

• Hecla Mining Company (HL $26.54)
  • $26.54 P/E (TTM): 78.81X Cap: $17.78B
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Q: Hecla stock price has gone up 20% over the last few weeks. I cannot find any company news releases explaining this increase. Do you know why? Thanks

Upvote 1

Read Answer Asked by Michael on June 05, 2025

• Alphabet Inc. (GOOG $330.34)
  • $330.34 P/E (TTM): 32.89X Cap: $3.98T
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• Intuitive Surgical Inc. (ISRG $535.00)
  • $535.00 P/E (TTM): 71.51X Cap: $189.65B
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• Booking Holdings Inc. (BKNG $5,115.91)
  • $5,115.91 P/E (TTM): 33.83X Cap: $164.90B
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• JPMorgan Chase & Co. (JPM $312.47)
  • $312.47 P/E (TTM): 15.31X Cap: $850.62B
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• Axon Enterprise Inc. (AXON $636.04)
  • $636.04 P/E (TTM): 202.03X Cap: $50.19B
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Q: What are your top 5 stocks in North America with no consideration of portfolio mix 1 being the best?

Upvote 49

Read Answer Asked by Gary on June 05, 2025

• Coinbase Global Inc (COIN $241.15)
  • $241.15 P/E (TTM): 20.7X Cap: $65.02B
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• Circle Internet Group Inc. Class A (CRCL $78.61)
  • $78.61 Cap: $18.51B
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Q: Thoughts on this stock and how it will open? Sounds like $31 is where they priced it which was above the expected range. Would you chase it at $33 or $34 or just buy COIN? Please explain.

Upvote 1

Read Answer Asked by Tim on June 05, 2025

• CrowdStrike Holdings Inc. (CRWD $453.88)
  • $453.88 Cap: $114.42B
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Q: Thoughts on the Q? Opportunity to buy on the dip?
Thanks in advance!

Upvote 4

Read Answer Asked by Greg on June 04, 2025

• Costco Wholesale Corporation (COST $963.61)
  • $963.61 P/E (TTM): 68.68X Cap: $427.71B
  • View COST Profile
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Q: Hi, I am presently overweight in Costco - it represents 24% of my portfolio. I hold Costco shares in a TFSA, corporate account and RRSP.
I would appreciate your thoughts which account I should decrease my Costco shares in as well based on the quality of Costco would be an acceptable percentage to hold. Thank you.

Upvote 6

Read Answer Asked by Lorraine on June 04, 2025

• Investors Title Company (ITIC $253.49)
  • $253.49 P/E (TTM): 13.43X Cap: $478M
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Q: What is your current opinion of ITIC? If a “Buy”, what would be a reasonable entry point?

Upvote 1

Read Answer Asked by David on June 04, 2025

• Fortinet Inc. (FTNT $75.38)
  • $75.38 P/E (TTM): 31.41X Cap: $56.05B
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• Amplify Cybersecurity ETF (HACK $79.40)
  • $79.40 P/E (TTM): 38.72X Cap: $2.06B
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• Palo Alto Networks Inc. (PANW $187.66)
  • $187.66 P/E (TTM): 118.82X Cap: $130.79B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $71.91)
  • $71.91 P/E (TTM): 40.32X Cap: $10.83B
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• CrowdStrike Holdings Inc. (CRWD $453.88)
  • $453.88 Cap: $114.42B
  • View CRWD Profile
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• iShares Cybersecurity and Tech ETF (IHAK $48.69)
  • $48.69 P/E (TTM): 26.12X Cap: $837M
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Q: Can you give an overview of cybersecurity ETFs and a recommendation please?

Or would you pick a single stock?

Upvote 8

Read Answer Asked by Mark on June 04, 2025

• Coca-Cola Company (The) (KO $70.44)
  • $70.44 P/E (TTM): 23.42X Cap: $303B
  • View KO Profile
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• PepsiCo Inc. (PEP $146.32)
  • $146.32 P/E (TTM): 27.87X Cap: $200.06B
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• Procter & Gamble Company (The) (PG $144.53)
  • $144.53 P/E (TTM): 21.11X Cap: $337.72B
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Q: Hello 5i,
Since KO has split 10 for 1 is it an opportunity to jump in? I would be giving up PEP and PG. PEP has been down for 2 years though PG is at a peak I feel taking advantage of the KO price would be an advantage. Your thoughts please.
Stanley

Upvote 2

Read Answer Asked by STANLEY on June 04, 2025