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Zedcor Inc. (ZDC $4.15)
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Galaxy Digital Inc. Class A common stock (GLXY $36.84)
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ADF Group Inc. Subordinate Voting Shares (DRX $9.56)
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Propel Holdings Inc. (PRL $32.38)
Q: I currently hold ADF Group and Propel holdings in my TFSA. I am considering selling these and adding to Galaxy Digital and Zedcor, which I have very small positions in. The objective would be better growth. I would appreciate your comments.
5i Research Answer:
We wouldn't object if pure growth potential was the main motivation. PRL we like and it is very cheap. DRX has 'chunky' revenue and earnings and this keeps its multiple low. But the other two we think have more potential if we do not consider risk and valuation.