Q: Galaxy glxy/t getting hit 8+% on the $1.5B finance announce for the Helio project....does everything seem in-line with the financing, in your opinion, and longer term...how much will the project be beneficial to Galaxy, in their relationship/partnership with Coreweave. and finally....is the C$35 level a good price (longer term) to add to a position....thx as always for great Service, jb
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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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Dollarama Inc. (DOL $192.27)
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WSP Global Inc. (WSP $265.84)
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Celestica Inc. (CLS $419.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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goeasy Ltd. (GSY $131.36)
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5N Plus Inc. (VNP $27.69)
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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MDA Space Ltd. (MDA $34.50)
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Propel Holdings Inc. (PRL $25.05)
Q: Hi, all of these stocks look quite over-valued. Please rank them in order of which ones you might start nibbling on, along with general entry prices. I know you don't like to time the market, but there may very well be dips coming up! Thank you.
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ATS Corporation (ATS $40.79)
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Kraken Robotics Inc. (PNG $8.10)
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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Nvidia CDR (CAD Hedged) (NVDA $41.91)
Q: I want to consolidate some small positions. I am interested in best growth opportunity. Can tolerate higher risk. To this end can you help me choose between:
ATS or PNG, ATS or GLXY, PNG or GLXY and finally between GLXY and NVDA:CA
I appreciate your opinion. Thanks.
David
ATS or PNG, ATS or GLXY, PNG or GLXY and finally between GLXY and NVDA:CA
I appreciate your opinion. Thanks.
David
Q: Crypto is up and the market is strong yet this one has performed poorly since they executed that big bitcoin sale. Am I being impatient or is there a reason to sell and move onto something that is performing better right now? I realize that the stock is up huge on the year - unfortunately I bought after the gain and am now a bag holder (down 13%). Thanks,
Jason
Jason
Q: Hi 5i, thoughts on their quarterly earnings release and fwd guidance, and is it still a fav? Thx.
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Celestica Inc. (CLS $419.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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Tesla Inc. (TSLA $411.11)
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Miscellaneous (MISC)
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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Robinhood Markets Inc. (HOOD $82.82)
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Rocket Lab Corporation (RKLB $72.32)
Q: Hi there, if you had to buy 3 Canadian and 3 US stocks today that you feel have multibagger potential, looking out 5 to 10 years, which stocks would they be? Not looking for names that high a decent chance to go to 0 either however!
Q: Why it dropped this much today.
Thanks,
Milan
Thanks,
Milan
Q: What is your take on Galaxy's participation in a group investing in Bitmine Immersion Technologies (BMNR) - not in your system - earlier in July?
I hold Galaxy but not Bitmine which invests in Ethereum but I would like to know about BMNR also.
I hold Galaxy but not Bitmine which invests in Ethereum but I would like to know about BMNR also.
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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Coinbase Global Inc (COIN $165.12)
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Robinhood Markets Inc. (HOOD $82.82)
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iShares Ethereum Trust ETF (ETHA $15.51)
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Circle Internet Group Inc. Class A (CRCL $57.04)
Q: Hi,
With the passing of new crypto legislation and the rise of ETH and stable coins, what do you think is the best way to play this and does it have long term growth potential? Also what are the big risks? Looking for a pick and shovels name. Now that the legislation has been passed, is this more sell the news?
In the crypto space, I'm only holding GLXY (4%), which I'm up 75% and has done very well. I also have core long term holdings in V, JPM, and MA. Could stable coins hurt or benefit these names as well or are they complementary? Been watching CRCL, HOOD and COIN as well but they've been on a tear and I'm hesitant to buy at these levels. Thanks!
With the passing of new crypto legislation and the rise of ETH and stable coins, what do you think is the best way to play this and does it have long term growth potential? Also what are the big risks? Looking for a pick and shovels name. Now that the legislation has been passed, is this more sell the news?
In the crypto space, I'm only holding GLXY (4%), which I'm up 75% and has done very well. I also have core long term holdings in V, JPM, and MA. Could stable coins hurt or benefit these names as well or are they complementary? Been watching CRCL, HOOD and COIN as well but they've been on a tear and I'm hesitant to buy at these levels. Thanks!
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Strategy Inc (MSTR $134.93)
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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Coinbase Global Inc (COIN $165.12)
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MARA Holdings Inc. (MARA $8.24)
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Robinhood Markets Inc. (HOOD $82.82)
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Circle Internet Group Inc. Class A (CRCL $57.04)
Q: If you had no money in crypto, what are 6 stocks in Canada and US you would consider for strong growth.
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Celestica Inc. (CLS $419.62)
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Zedcor Inc. (ZDC $6.16)
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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Hamilton Enhanced Canadian Bank ETF (HCAL $37.62)
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Topicus.com Inc. (TOI $94.72)
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Propel Holdings Inc. (PRL $25.05)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
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Lumine Group Inc. (LMN $20.00)
Q: Looking to add 2 names to this group. Please provide top 5 mid caps that make sense for a 15 year hold. Thanks as always.
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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Coinbase Global Inc (COIN $165.12)
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Robinhood Markets Inc. (HOOD $82.82)
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Evolve Cryptocurrencies ETF (ETC $13.65)
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iShares Blockchain and Tech ETF (IBLC $38.44)
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ISHARES BITCOIN TR (IBIT $39.68)
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iShares Ethereum Trust ETF (ETHA $15.51)
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3iQ Solana Staking ETF (SOLQ $9.49)
Q: Thanks very much for your really insightful answers.
Which ETFs capture the blockchain technology space? Any ranked recommendations?
Which ETFs capture the blockchain technology space? Any ranked recommendations?
Q: Why the big jump today?
Sheldon
Sheldon
Q: Short covering, I dont see any news?
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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Coinbase Global Inc (COIN $165.12)
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Robinhood Markets Inc. (HOOD $82.82)
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ISHARES BITCOIN TR (IBIT $39.68)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $60.96)
Q: Crypto. As a retiree, I have stayed away from the whole bitcoin field, and from afar, have watched my nephews exulting in their current success. Even at my age, I am not immune to FOMO. I am not fearful of risk but have stuck to areas that have some form of business that I can wrap my mind around. Like NBIS, and Kraken, thank you very much. If I was to stick my toe in the crypto area, what approach would you suggest? I'm guessing an ETF but which one? Thanks for your ongoing advice, to me and to all your other subscribers. Using 5i guidance over the years, I have a decently performing, balanced portfolio, weighted with RBC, SLF, ENB, the Brookfield gang and the like. A dash of crypto? all the best
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Strategy Inc (MSTR $134.93)
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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Coinbase Global Inc (COIN $165.12)
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Robinhood Markets Inc. (HOOD $82.82)
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Fidelity Advantage Bitcoin ETF (FBTC $31.51)
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ISHARES BITCOIN TR (IBIT $39.68)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $60.96)
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iShares Ethereum Trust ETF (ETHA $15.51)
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Ishares Bitcoin ETF (IBIT)
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3iQ Solana Staking ETF (SOLQ $9.49)
Q: I have a low cost base on MSTR and it has become wildly outsized as a position in my portfolio. I want to maintain significant exposure to BTC and crypto more generally but diversify this exposure to maintain my exposure levels while reducing the company specific risks that I currently have. To keep this outside of being direct investing advice, if you were to start a small crypto portfolio using $10,000 and wanted MSTR to be a part of it, what else would you buy and in what position size to enjoy diversified crypto exposure? Note, it doesn't have to be all directly tied to BTC if you think ETH or SOL deserve attention.
Thanks!
Thanks!
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Intuitive Surgical Inc. (ISRG $488.15)
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NVIDIA Corporation (NVDA $185.41)
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Booking Holdings Inc. (BKNG $4,457.17)
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Kraken Robotics Inc. (PNG $8.10)
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Vitalhub Corp. (VHI $8.10)
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Axon Enterprise Inc. (AXON $414.20)
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Shopify Inc. (SHOP $112.05)
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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Nebius Group N.V. (NBIS $86.10)
Q: With the run of NVDA over the last few year I now have a HUGE position in the stock and need to trim it.
Can you suggest 5 Canadian or US companies that could be the next NVDA in the next 5+ years and their growth and risk as well as any other details you may have on the companies.
Thanks
Joe
Can you suggest 5 Canadian or US companies that could be the next NVDA in the next 5+ years and their growth and risk as well as any other details you may have on the companies.
Thanks
Joe
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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Coinbase Global Inc (COIN $165.12)
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Robinhood Markets Inc. (HOOD $82.82)
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Fidelity Advantage Bitcoin ETF (FBTC $31.51)
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ISHARES BITCOIN TR (IBIT $39.68)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $60.96)
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iShares Ethereum Trust ETF (ETHA $15.51)
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3iQ Solana Staking ETF (SOLQ $9.49)
Q: I would like to start a position in the crypto/blockchain space of approximately 5% in my portfolio. How do you best envision me achieving this goal?
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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Core Scientific Inc. (CORZ $16.81)
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CoreWeave Inc. (CRWV $89.95)
Q: Does yesterdays deal between Coreweave and Core Scientific have any impact on the deal Coreweave has with GLXY do you guess? While your in guessing mode, any thoughts what GLXY is going to do with that warchest they just raised?
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Descartes Systems Group Inc. (The) (DSG $91.25)
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Kinaxis Inc. (KXS $127.42)
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Kraken Robotics Inc. (PNG $8.10)
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Celestica Inc. (CLS $307.53)
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Valhi Inc. (VHI $15.51)
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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The RealReal Inc. (REAL $13.09)
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Boyd Group Services Inc. (BYD $242.94)
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WisdomTree International Dividend Ex-Financials Fund (DOO)
Q: How would you rank the following for purchasing today? Are there any you would not purchase or would only purchase a portion of final holding?