Detailed Quote
Questions on this company?
Become a Member
Company Profile
Interactive Chart
Key Ratios
Earnings
Analyst Recommendations
5i Recent Questions
- Amazon.com Inc. (AMZN)
- Broadcom Inc. (AVGO)
- Monster Beverage Corporation (MNST)
- NVIDIA Corporation (NVDA)
- O'Reilly Automotive Inc. (ORLY)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- TFI International Inc. (TFII)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Ulta Beauty Inc. (ULTA)
- OTC Markets Group Inc - Class A (OTCM)
- Fair Isaac Corporation (FICO)
- Copart Inc. (CPRT)
- Transdigm Group Incorporated (TDG)
- Axon Enterprise Inc. (AXON)
- Old Dominion Freight Line Inc. (ODFL)
- Saia Inc. (SAIA)
- Boyd Gaming Corporation (BYD)
- Heico Corporation (HEI)
- Celsius Holdings Inc. (CELH)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Thank you for the great service.
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Thank you for the great service.
Q: In a recent answer, 5i suggested that CELH may be a multi-bagger “ IF, and only IF, it follows MNST’s pattern of market-share gains and profitability. “ Could you please describe MNST’s business model of market gains and profitability? To date, how close has CELH matched MNST’s playbook, accounting for time in the market? What are the key attributes that CELH needs to build/hone/display, in order to match MNST’s playbook?
Q: Please comment on earnings and your thoughts on investing in ABCL and MNST.
Thanking you in advance for your answers and for all the other great work you do. Cheers John
Thanking you in advance for your answers and for all the other great work you do. Cheers John
Insiders
Share Information
SEC Filings
News and Media