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TerraVest Industries Inc. (TVK $165.96)
- $165.96 Fwd P/E: 42.21X 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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Celestica Inc. (CLS $210.47)
- $210.47 Fwd P/E: 45.53X Cap: $24.20B
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TerraVest Industries Inc. (TVK $165.96)
- $165.96 Fwd P/E: 42.21X Cap: $3.23B
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.00)
- $127.00 Fwd P/E: 16.93X Cap: $1.51B
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Vitalhub Corp. (VHI $11.43)
- $11.43 Fwd P/E: 239.11X Cap: $637M
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EnerSys (ENS $88.15)
- $88.15 Fwd P/E: 10.01X Cap: $3.52B
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Lumina Gold Corp. (LUM $1.26)
- $1.26 Cap: $527M
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DigitalOcean Holdings Inc. (DOCN $28.87)
- $28.87 Fwd P/E: 25.84X Cap: $2.62B
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Cellebrite DI Ltd. (CLBT $15.25)
- $15.25 Cap: $3.65B
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Savaria Corporation (SIS $19.56)
- $19.56 Fwd P/E: 28.62X Cap: $1.39B
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TerraVest Industries Inc. (TVK $165.96)
- $165.96 Fwd P/E: 42.21X Cap: $3.23B
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Intuitive Surgical Inc. (ISRG $534.71)
- $534.71 Fwd P/E: 79.72X Cap: $191.64B
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Micron Technology Inc. (MU $119.92)
- $119.92 Fwd P/E: 29.19X Cap: $134.20B
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Booking Holdings Inc. (BKNG $5,815.92)
- $5,815.92 Fwd P/E: 35.64X Cap: $189.25B
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Tourmaline Oil Corp. (TOU $62.79)
- $62.79 Fwd P/E: 18.8X Cap: $23.71B
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Celestica Inc. (CLS $210.47)
- $210.47 Fwd P/E: 45.53X Cap: $24.20B
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Descartes Systems Group Inc. (The) (DSG $139.84)
- $139.84 Fwd P/E: 61.84X Cap: $11.99B
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Kinaxis Inc. (KXS $201.63)
- $201.63 Fwd P/E: 432.7X Cap: $5.66B
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Thomson Reuters Corporation (TRI $274.85)
- $274.85 Fwd P/E: 41.61X Cap: $123.81B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.33)
- $159.33 Fwd P/E: 94.91X Cap: $206.71B
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TerraVest Industries Inc. (TVK $165.96)
- $165.96 Fwd P/E: 42.21X Cap: $3.23B
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EQB Inc. (EQB $100.27)
- $100.27 Fwd P/E: 10.26X Cap: $3.83B
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Aritzia Inc. Subordinate Voting Shares (ATZ $74.15)
- $74.15 Fwd P/E: 41.82X Cap: $8.48B
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Kraken Robotics Inc. (PNG $3.14)
- $3.14 Fwd P/E: 43.29X Cap: $824M
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Zedcor Inc. (ZDC $4.00)
- $4.00 Fwd P/E: 108.38X Cap: $415M
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kneat.com inc. (KSI $5.65)
- $5.65 Cap: $530M
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Vitalhub Corp. (VHI $11.43)
- $11.43 Fwd P/E: 239.11X Cap: $637M
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CRISPR Therapeutics AG (CRSP $51.19)
- $51.19 Cap: $4.42B
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Axon Enterprise Inc. (AXON $802.16)
- $802.16 Fwd P/E: 192.14X Cap: $62.44B
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Twist Bioscience Corporation (TWST $35.59)
- $35.59 Cap: $2.13B
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Galaxy Digital Inc. Class A common stock (GLXY $26.91)
- $26.91 Cap: $9.33B
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Genius Sports Limited (GENI $10.02)
- $10.02 Cap: $2.40B
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Sportradar Group AG (SRAD $28.34)
- $28.34 Cap: $8.48B
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Propel Holdings Inc. (PRL $38.30)
- $38.30 Fwd P/E: 19.38X Cap: $1.48B
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D2L Inc. Subordinate Voting Shares (DTOL $14.56)
- $14.56 Fwd P/E: 21.36X Cap: $797M
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Nebius Group N.V. (NBIS $47.84)
- $47.84 Cap: $11.39B
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Nvidia CDR (CAD Hedged) (NVDA $36.36)
- $36.36 Fwd P/E: 54.2X Cap: $5.29T
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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