Investment Q&A

• Galaxy Digital Inc. Class A common stock (GLXY $38.50)
  • $38.50 Cap: $15.77B
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Q: hi, a couple of questions on GLXY: is the company making a profit now? does it have a PE and PEG ratio? approximately what percentage of the income comes from it's various sources? how much is the income related to the price of Bitcoin and/or other digital currencies"currency" concoctions?
cheers, Chris

Upvote 10

Read Answer Asked by chris on December 19, 2025

• Netflix Inc. (NFLX $83.49)
  • $83.49 P/E (TTM): 4.21X Cap: $351.11B
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• BCE Inc. (BCE $35.20)
  • $35.20 P/E (TTM): 5.15X Cap: $32.04B
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Q: It appears that BCE would eventually lose HBO in it's Crave offering if Netflix buys Warner Bros. How significant would this be for BCE?

Upvote 6

Read Answer Asked by Mike on December 19, 2025

• Amazon.com Inc. (AMZN $239.30)
  • $239.30 P/E (TTM): 34.32X Cap: $2.58T
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• Meta Platforms Inc. (META $716.50)
  • $716.50 P/E (TTM): 29.62X Cap: $1.86T
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• Alphabet Inc. (GOOG $338.53)
  • $338.53 P/E (TTM): 33.2X Cap: $4.08T
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• T-Mobile US Inc. (TMUS $197.21)
  • $197.21 P/E (TTM): 17.93X Cap: $211.71B
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Q: You mentioned in an answer to one of your questions that money has been moving from technology to other sectors. Which sectors are receiving the most new investment?
Could you give me some examples of companies within those sectors that are strong companies fundamentally and have excellent upside potential. I

Upvote 8

Read Answer Asked by Les on December 19, 2025

Q: Can you recommend a place to park C$, for a US citizen with a Canadian investment account, that will avoid problems with US PFIC rules for US citizens? Thanks.

Upvote 2

Read Answer Asked by Martin on December 19, 2025

• Kraken Robotics Inc. (PNG $7.98)
  • $7.98 P/E (TTM): 149.5X Cap: $2.44B
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• Cellebrite DI Ltd. (CLBT $14.71)
  • $14.71 Cap: $3.66B
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• Nebius Group N.V. (NBIS $85.19)
  • $85.19 Cap: $22.59B
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Q: I hold these stocks in various percentages. NBIS is down 50% from its 52 week high. Would you buy these in equal amounts today.If you were to pick a favourite,what would it be?

Upvote 7

Read Answer Asked by Allen on December 19, 2025

• Enghouse Systems Limited (ENGH $18.71)
  • $18.71 P/E (TTM): 14.05X Cap: $1.02B
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Q: Your thoughts please on the quarter released this week? Markets seemed to like ir?

Thx

Upvote 4

Read Answer Asked by blake on December 19, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.29)
  • $45.29 P/E (TTM): 23.36X Cap: $8.54B
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Q: You have mentioned Japan increase in interest rates (just announced this morning at 25 bps) and carry over trade as one of certain key risks for 2026. Is purchasing VIU the wrong investment decision with such risk on the immediate horizon? VIU has Japan as top geographic holding at 24%.

Upvote 4

Read Answer Asked by Thomas on December 19, 2025

• Trisura Group Ltd. (TSU $41.53)
  • $41.53 P/E (TTM): 16.38X Cap: $1.94B
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Q: I just noticed the jump in these shares over the past 3 days and thought there may have been news out on earnings but see that the last earnings release was Nov 6. Checking all the news sources I have access to has yielded nothing. Thought I would check with our ears to the street people, (that's you), and see if you have heard anything.

Upvote 6

Read Answer Asked by Robert on December 19, 2025

• ARC Resources Ltd. (ARX $25.27)
  • $25.27 P/E (TTM): 6.29X Cap: $14.54B
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• Expand Energy Corporation (EXE $112.41)
  • $112.41 P/E (TTM): 35.49X Cap: $26.11B
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Q: Significant loss this year : what would be an entry price ,or would a sell be an option if long term value is a priority ?

Upvote 3

Read Answer Asked by Jean-Yves on December 19, 2025

• Hamilton Canadian Bank Equal-Weight Index ETF (HEB $26.92)
  • $26.92 P/E (TTM): 11.72X Cap: $1.05B
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Q: What is your opinion of this today? For a retired guy seeking Dividends + Growth? Or, can you suggest an alternative?

Thanks for your amazing service!

Upvote 1

Read Answer Asked by Austin on December 19, 2025

• BMO Equal Weight Banks Index ETF (ZEB $57.90)
  • $57.90 P/E (TTM): 15.25X Cap: $5.55B
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• iShares Canadian Financial Monthly Income ETF (FIE $9.79)
  • $9.79 P/E (TTM): 12.32X Cap: $1.26B
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $20.82)
  • $20.82 P/E (TTM): 17.11X Cap: $1.25B
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.89)
  • $15.89 P/E (TTM): 9.13X Cap: $1.98B
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Q: Half of my RIF focuses on steady, monthly income and the other half on individual stocks. To balance safety with higher income, I am looking to have equal weight in FIE and HMAX. As I rely on this monthly income, what do you think of this approach for long term holding? Can you suggest better alternatives?

Upvote 4

Read Answer Asked by Jean on December 19, 2025

• Super Micro Computer Inc. (SMCI $29.11)
  • $29.11 P/E (TTM): 24.57X Cap: $17.98B
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• Dell Technologies Inc. Class C (DELL $114.44)
  • $114.44 P/E (TTM): 15.32X Cap: $78.52B
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• Vertiv Holdings LLC Class A (VRT $186.18)
  • $186.18 P/E (TTM): 73.12X Cap: $74.59B
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• IREN Limited (IREN $53.74)
  • $53.74 P/E (TTM): 58.28X Cap: $19.64B
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• Nebius Group N.V. (NBIS $85.19)
  • $85.19 Cap: $22.59B
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• CoreWeave Inc. (CRWV $93.19)
  • $93.19 Cap: $49.59B
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Q: Greetings 5i, which companies do you consider to be NBIS's closest competitors? Out of this "peer group" how many of them do you think it is necessary to own to reap the benefits from exposure to the industry? Thank you.

Upvote 3

Read Answer Asked by Barbara on December 19, 2025

• Constellation Software Inc. (CSU $2,512.96)
  • $2,512.96 P/E (TTM): 60.39X Cap: $54.09B
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• Galaxy Digital Inc. Class A common stock (GLXY $38.50)
  • $38.50 Cap: $15.77B
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.84)
  • $8.84 P/E (TTM): 8.1X Cap: $229M
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• MDA Space Ltd. (MDA $38.43)
  • $38.43 P/E (TTM): 48.36X Cap: $4.85B
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• Lumine Group Inc. (LMN $22.43)
  • $22.43 P/E (TTM): 85.94X Cap: $5.75B
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Q: I have been considering selling the following companies for tax loss. Do you think they are reasonable candidates? Or do you think there is too much bounce potential going into 2026. Would you be able to rank them in the order you would consider selling them from most attractive for tax loss to least. Thank you.
John

Upvote 8

Read Answer Asked by John on December 19, 2025

• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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Q: Peter; Not a question- re Grahams on DND - this is also a nice example of “ why not to average down” .
Rod

Upvote 2

Read Answer Asked by Rodney on December 19, 2025

Q: Curious about how 5i adjusts their individual stock allocation in the portfolios. Do you annually take a broad look and make adjustments or do you just clip a stock if it becomes overvalued or to much within the portfolio. With the new money do you add to another stock or put the proceeds in cash.

Upvote 4

Read Answer Asked by Mark on December 19, 2025

• Kits Eyecare Ltd. (KITS $20.29)
  • $20.29 P/E (TTM): 184.45X Cap: $652M
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Q: KITS is doing nicely but has a PE of 155 which is way above my comfort level. So it should come down and I plan to wait for a while. It is also consumer oriented and has likely benefited from peak seasonal trends. What sort of forward PE and growth would you look for?

Upvote 4

Read Answer Asked by Mike on December 19, 2025

Q: If I do an in-kind transfer of a security from a non-registered account to my TFSA, and the security is at a loss, is there any way to eventually capture the capital loss, such as when the security is sold within the TFSA. Or is the capital loss gone forever?

Upvote 2

Read Answer Asked by Donald on December 19, 2025

• Micron Technology Inc. (MU $414.88)
  • $414.88 P/E (TTM): 57.35X Cap: $490.48B
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Q: Analysis of results - market seems to love it - has not been a favored stock for you - time to add here?

Upvote 2

Read Answer Asked by Scott on December 19, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD $55.98)
  • $55.98 P/E (TTM): 8.01X Cap: $4.52B
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Q: Dear Peter and team:

Season's Greetings! Many thanks for all the words of wisdom. I am an "old man" and I have been part of many "services" like this. BUT Peter has put together a "different" team. I believe yours is a team that combines the "Art and Science" of investing very well with integrity. Bravo and Best wishes.

Question for the team: Hope this is not too "intrusive"!

What do you plan to buy with your TFSA contribution of 7000$ in 2026?!

Upvote 10

Read Answer Asked by Savalai on December 19, 2025

• Celestica Inc. (CLS $382.63)
  • $382.63 P/E (TTM): 55.68X Cap: $46.46B
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Q: CLS: heading down - still very high P.E., very high price to C.F. etc. Selling due in part to profit taking for year-end? Lofty price going into 2026 of $600.00 per share? Buy for TFSA 100 shares? Risk vs potential as I do not follow this one and know very little about tech.

Upvote 5

Read Answer Asked by James on December 19, 2025