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TFI International Inc. (TFII)
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Alimentation Couche-Tard Inc. (ATD)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Could you rank in order which you think will have the greatest growth over the next 3-5 years?
Thanks
Jeff
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
Q: Could you comment on your confidence in the management of these three companies and execution of acquisitions? Would they compare at all or are even close to CSU management?
Thanks
Jeff
Q: Hi
Wondering about your latest addition to the growth portfolio. Curious as to this selection as the fundamentals are awful, with negative cash and operating flow and negative EPS. I assume this is a mock portfolio but do any of the contributors of 5i have any skin in the game especially in a high risk name such as GLXY?
I assume a 1.5% holding would be $1500 in a $100,000 portfolio.
Thanks
Jeff