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  5. AXON: Would you be able to provide me with a list of 3 CDN and 3 US stocks that you expect to have a significantly better overall return in the next 12-36 months than BEP and a brief comment on each as t... [Axon Enterprise Inc.]
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Q: Would you be able to provide me with a list of 3 CDN and 3 US stocks that you expect to have a significantly better overall return in the next 12-36 months than BEP and a brief comment on each as to why?

Please deduct as many credits as required,

Thanks,

Terry
Asked by Terry on January 15, 2024
5i Research Answer:

BEP.UN is a utility, and thus tends to have a relatively stable, low growth business, with steady cash flow. Growth tends to come from acquisitions. As such, most growth-focused companies will likely have better overall growth, but these may also come with more risk and also higher valuations. So, some of the picks below are a little bit of apples/oranges comparisons. 

Canada:  ATZ, sales recovery, inventories under control, growth set to resume. SHOP: focus on cost control, recovering growth, global expansion; BN: $140B in capital available for growth initiatives and acquisitions. CELH: massive growth and new international expansion. VRT focus on AI and data centres resulting in very high growth. AXON: global market leadership, international expansion, new products and subscription model. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in AXON, VRT, CELH.