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TerraVest Industries Inc. (TVK $165.71)
- $165.71 Fwd P/E: 41.43X Cap: $3.23B
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Review of TerraVest Industries Inc.
MAR 04, 2025 - TVK continues to be a great serial acquirer in the energy sector. TVK possessed a solid track record of value creation and best-inclass capital allocation. TVK has been one of the best-performing stocks in the Canadian market in the last 10 years. That being said, there have been changes in terms of capital allocation in recent years. The company recently issued shares and raised dividends meaningfully, which TVK has rarely done in the past. This could indicate that management believes TVK’s valuation is not as attractive as it used to be. Fundamentally, we believe TVK will do just fine. However, investors need to temper expectations as the share price performance over the next five years may not do as well as the last five years due to a higher starting valuation multiple. We think the story of TVK as a long-term compounder is still intact. We are maintaining our rating at “B+.”
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TerraVest Industries Inc. (TVK $165.71)
- $165.71 Fwd P/E: 41.43X Cap: $3.23B
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For what might qualify as tech/AI, she has DSG, AMZN.ca and Goog.ca. On the AI theme, I'm considering Avgo.ne (I'm overweight Nvidia), ASML.ne or AMD.to. She also lacks in Communications and tech generally, so I'm also thinking NFLX.ne. and Uber.ne.
This is intended to be a long-term holding with growth in mind, so can you rank the five companies -- AVGO, ASML, AMD, NFLX and UBER in order of preference please in terms of long-term growth.
And thank you for your service over the last decade-plus, because retirement certainly wouldn't be in sight without 5I's help.
Pete, Calgary.
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TerraVest Industries Inc. (TVK $165.71)
- $165.71 Fwd P/E: 41.43X Cap: $3.23B
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TerraVest Industries Inc. (TVK $165.71)
- $165.71 Fwd P/E: 41.43X Cap: $3.23B
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Thanks