-
TerraVest Industries Inc. (TVK $166.34)
- $166.34 Fwd P/E: 42.35X Cap: $3.24B
- View TVK Profile
- View Questions on TVK
- View Reports on TVK
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+.”
Download Report-
Celestica Inc. (CLS $217.00)
- $217.00 Fwd P/E: 46.06X Cap: $24.95B
- View CLS Profile
- View Questions on CLS
-
TerraVest Industries Inc. (TVK $166.34)
- $166.34 Fwd P/E: 42.35X Cap: $3.24B
- View TVK Profile
- View Questions on TVK
- View Reports on TVK
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.38)
- $127.38 Fwd P/E: 17.14X Cap: $1.51B
- View HPS.A Profile
- View Questions on HPS.A
-
Vitalhub Corp. (VHI $12.53)
- $12.53 Fwd P/E: 274.0X Cap: $698M
- View VHI Profile
- View Questions on VHI
- View Reports on VHI
-
EnerSys (ENS $88.80)
- $88.80 Fwd P/E: 9.82X Cap: $3.46B
- View ENS Profile
- View Questions on ENS
-
Lumina Gold Corp. (LUM $1.26)
- $1.26 Cap: $527M
- View LUM Profile
- View Questions on LUM
-
DigitalOcean Holdings Inc. (DOCN $29.55)
- $29.55 Fwd P/E: 26.4X Cap: $2.69B
- View DOCN Profile
- View Questions on DOCN
-
Cellebrite DI Ltd. (CLBT $14.75)
- $14.75 Cap: $3.53B
- View CLBT Profile
- View Questions on CLBT
-
Savaria Corporation (SIS $19.76)
- $19.76 Fwd P/E: 28.55X Cap: $1.41B
- View SIS Profile
- View Questions on SIS
- View Reports on SIS
-
TerraVest Industries Inc. (TVK $166.34)
- $166.34 Fwd P/E: 42.35X Cap: $3.24B
- View TVK Profile
- View Questions on TVK
- View Reports on TVK
Thanks
-
Intuitive Surgical Inc. (ISRG $526.05)
- $526.05 Fwd P/E: 77.33X Cap: $189.29B
- View ISRG Profile
- View Questions on ISRG
-
Micron Technology Inc. (MU $123.11)
- $123.11 Fwd P/E: 29.17X Cap: $137.77B
- View MU Profile
- View Questions on MU
-
Booking Holdings Inc. (BKNG $5,718.51)
- $5,718.51 Fwd P/E: 35.34X Cap: $186.08B
- View BKNG Profile
- View Questions on BKNG
-
Tourmaline Oil Corp. (TOU $62.77)
- $62.77 Fwd P/E: 18.77X Cap: $23.67B
- View TOU Profile
- View Questions on TOU
-
Celestica Inc. (CLS $217.00)
- $217.00 Fwd P/E: 46.06X Cap: $24.95B
- View CLS Profile
- View Questions on CLS
-
Descartes Systems Group Inc. (The) (DSG $142.62)
- $142.62 Fwd P/E: 62.05X Cap: $12.23B
- View DSG Profile
- View Questions on DSG
- View Reports on DSG
-
Kinaxis Inc. (KXS $199.42)
- $199.42 Fwd P/E: 430.67X Cap: $5.60B
- View KXS Profile
- View Questions on KXS
- View Reports on KXS
-
Thomson Reuters Corporation (TRI $275.34)
- $275.34 Fwd P/E: 41.9X Cap: $124.03B
- View TRI Profile
- View Questions on TRI
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $157.43)
- $157.43 Fwd P/E: 93.85X Cap: $204.24B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
-
TerraVest Industries Inc. (TVK $166.34)
- $166.34 Fwd P/E: 42.35X Cap: $3.24B
- View TVK Profile
- View Questions on TVK
- View Reports on TVK
-
EQB Inc. (EQB $102.02)
- $102.02 Fwd P/E: 10.51X Cap: $3.90B
- View EQB Profile
- View Questions on EQB
- View Reports on EQB
-
Aritzia Inc. Subordinate Voting Shares (ATZ $74.05)
- $74.05 Fwd P/E: 42.14X Cap: $8.47B
- View ATZ Profile
- View Questions on ATZ
- View Reports on ATZ
-
Kraken Robotics Inc. (PNG $3.55)
- $3.55 Fwd P/E: 48.71X Cap: $932M
- View PNG Profile
- View Questions on PNG
-
Zedcor Inc. (ZDC $4.10)
- $4.10 Fwd P/E: 115.95X Cap: $425M
- View ZDC Profile
- View Questions on ZDC
-
kneat.com inc. (KSI $6.25)
- $6.25 Cap: $586M
- View KSI Profile
- View Questions on KSI
- View Reports on KSI
-
Vitalhub Corp. (VHI $12.53)
- $12.53 Fwd P/E: 274.0X Cap: $698M
- View VHI Profile
- View Questions on VHI
- View Reports on VHI
-
CRISPR Therapeutics AG (CRSP $59.00)
- $59.00 Cap: $5.09B
- View CRSP Profile
- View Questions on CRSP
-
Axon Enterprise Inc. (AXON $732.99)
- $732.99 Fwd P/E: 194.65X Cap: $62.73B
- View AXON Profile
- View Questions on AXON
-
Twist Bioscience Corporation (TWST $38.47)
- $38.47 Cap: $2.30B
- View TWST Profile
- View Questions on TWST
-
Galaxy Digital Inc. Class A common stock (GLXY $27.94)
- $27.94 Cap: $9.68B
- View GLXY Profile
- View Questions on GLXY
- View Reports on GLXY
-
Genius Sports Limited (GENI $10.49)
- $10.49 Cap: $2.51B
- View GENI Profile
- View Questions on GENI
-
Sportradar Group AG (SRAD $29.17)
- $29.17 Cap: $8.73B
- View SRAD Profile
- View Questions on SRAD
-
Propel Holdings Inc. (PRL $38.15)
- $38.15 Fwd P/E: 19.37X Cap: $1.48B
- View PRL Profile
- View Questions on PRL
- View Reports on PRL
-
D2L Inc. Subordinate Voting Shares (DTOL $14.85)
- $14.85 Fwd P/E: 21.18X Cap: $813M
- View DTOL Profile
- View Questions on DTOL
- View Reports on DTOL
-
Nebius Group N.V. (NBIS $46.43)
- $46.43 Cap: $11.05B
- View NBIS Profile
- View Questions on NBIS
-
Nvidia CDR (CAD Hedged) (NVDA $37.71)
- $37.71 Fwd P/E: 55.4X Cap: $5.43T
- View NVDA Profile
- View Questions on NVDA
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles