Investment Q&A

• Apple Inc. (AAPL $248.07)
  • $248.07 P/E (TTM): 32.18X Cap: $3.66T
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• Amazon.com Inc. (AMZN $207.22)
  • $207.22 P/E (TTM): 30.01X Cap: $2.25T
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• Meta Platforms Inc. (META $603.42)
  • $603.42 P/E (TTM): 26.51X Cap: $1.55T
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• Alphabet Inc. (GOOG $304.12)
  • $304.12 P/E (TTM): 28.62X Cap: $3.72T
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• Intuitive Surgical Inc. (ISRG $476.94)
  • $476.94 P/E (TTM): 61.34X Cap: $169.65B
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• Microsoft Corporation (MSFT $387.83)
  • $387.83 P/E (TTM): 24.98X Cap: $2.90T
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• NVIDIA Corporation (NVDA $178.63)
  • $178.63 P/E (TTM): 37.13X Cap: $4.38T
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• Eli Lilly and Company (LLY $914.81)
  • $914.81 P/E (TTM): 40.54X Cap: $867.39B
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• The Trade Desk Inc. (TTD $23.18)
  • $23.18 P/E (TTM): 27.86X Cap: $11.20B
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• Axon Enterprise Inc. (AXON $496.42)
  • $496.42 P/E (TTM): 335.48X Cap: $40.87B
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• CrowdStrike Holdings Inc. (CRWD $425.55)
  • $425.55 Cap: $110.52B
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• Jacobs Solutions Inc. (J $127.07)
  • $127.07 P/E (TTM): 36.22X Cap: $15B
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• Vertiv Holdings LLC Class A (VRT $266.80)
  • $266.80 P/E (TTM): 78.71X Cap: $101.27B
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• Amentum Holdings Inc. (AMTM $26.78)
  • $26.78 P/E (TTM): 74.73X Cap: $6.60B
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Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!

Upvote 21

Read Answer Asked by Andrew on November 28, 2024

• Propel Holdings Inc. (PRL $17.89)
  • $17.89 P/E (TTM): 9.85X Cap: $747M
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Q: Hello 5i team

Last week on BNN, Peter showed a little concern for PRL if Trump sets the maximum interest rate at 10%. What would be the consequences for the company if this actually happened?

Thanks

Upvote 5

Read Answer Asked by Charles on November 26, 2024

• Costco Wholesale Corporation (COST $973.80)
  • $973.80 P/E (TTM): 69.23X Cap: $434.74B
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• O'Reilly Automotive Inc. (ORLY $87.23)
  • $87.23 P/E (TTM): 7.65X Cap: $73.55B
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• AutoZone Inc. (AZO $3,318.02)
  • $3,318.02 P/E (TTM): 29.88X Cap: $55.70B
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• Mastercard Incorporated (MA $488.06)
  • $488.06 P/E (TTM): 30.66X Cap: $435.62B
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• NextEra Energy Inc. (NEE $91.47)
  • $91.47 P/E (TTM): 28.04X Cap: $189.51B
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• UnitedHealth Group Incorporated (DE) (UNH $282.65)
  • $282.65 P/E (TTM): 21.74X Cap: $258.07B
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• Visa Inc. (V $297.54)
  • $297.54 P/E (TTM): 28.96X Cap: $572.92B
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• Walmart Inc. (WMT $120.43)
  • $120.43 Cap: $972.47B
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• Canadian National Railway Company (CNR $135.65)
  • $135.65 P/E (TTM): 18.44X Cap: $84.22B
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• Canadian Pacific Kansas City Limited (CP $107.29)
  • $107.29 P/E (TTM): 24.49X Cap: $98.90B
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• Dollarama Inc. (DOL $182.85)
  • $182.85 P/E (TTM): 41.43X Cap: $51.90B
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• Intact Financial Corporation (IFC $248.28)
  • $248.28 P/E (TTM): 13.91X Cap: $45.29B
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• Hydro One Limited (H $58.83)
  • $58.83 P/E (TTM): 27.62X Cap: $35.73B
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• EQB Inc. (EQB $107.32)
  • $107.32 P/E (TTM): 18.21X Cap: $3.99B
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Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you

Upvote 33

Read Answer Asked by Neil on November 25, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.12)
  • $167.12 P/E (TTM): 138.45X Cap: $221.77B
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Q: Trying to understand analyst changes on SHOP. TD lists analyst 3 changes this week. One sell and 2 holds. On the surface, this could be interpreted as almost 3 sells. What indicators or factors might drive some analysts to come to this conclusion when others, including 5i, are much more upbeat, even bullish.

Upvote 5

Read Answer Asked on November 25, 2024

• Amazon.com Inc. (AMZN $207.22)
  • $207.22 P/E (TTM): 30.01X Cap: $2.25T
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• NVIDIA Corporation (NVDA $178.63)
  • $178.63 P/E (TTM): 37.13X Cap: $4.38T
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• Take-Two Interactive Software Inc. (TTWO $200.32)
  • $200.32 Cap: $37.81B
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• Jacobs Solutions Inc. (J $127.07)
  • $127.07 P/E (TTM): 36.22X Cap: $15B
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• Vertiv Holdings LLC Class A (VRT $266.80)
  • $266.80 P/E (TTM): 78.71X Cap: $101.27B
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• Trane Technologies plc (TT $420.30)
  • $420.30 P/E (TTM): 32.77X Cap: $94.44B
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• RTX Corporation (RTX $200.95)
  • $200.95 P/E (TTM): 40.99X Cap: $275.33B
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• Palantir Technologies Inc. (PLTR $153.86)
  • $153.86 P/E (TTM): 246.16X Cap: $365.22B
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• Applovin Corporation (APP $431.56)
  • $431.56 P/E (TTM): 23.54X Cap: $149.26B
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• Sezzle Inc. (SEZL $65.57)
  • $65.57 P/E (TTM): 18.26X Cap: $2.21B
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Q: Hello
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.

What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.

*Assume 4+yr holds

Upvote 24

Read Answer Asked by Brant on November 25, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $64.87)
  • $64.87 P/E (TTM): 24.39X Cap: $32.95B
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• Capstone Copper Corp. (CS $9.75)
  • $9.75 P/E (TTM): 19.83X Cap: $7.78B
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• Southern Copper Corporation (SCCO $157.41)
  • $157.41 P/E (TTM): 47.21X Cap: $136.56B
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• CopperCorp Resources Inc. (CPER $0.07)
  • $0.07 Cap: $8M
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Q: Hi 5iResearch Team,

I’m currently quite bullish on the copper industry and would appreciate your thoughts on the best way to invest in this space. Do you think CPER is a solid choice, or would you recommend looking at specific copper companies instead? If the latter, which copper companies do you have the most conviction in at the moment?

Thank you for your time and insights—I greatly appreciate your help.

Upvote 5

Read Answer Asked by Keith on November 25, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.12)
  • $167.12 P/E (TTM): 138.45X Cap: $221.77B
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• Docebo Inc. (DCBO $26.99)
  • $26.99 P/E (TTM): 14.73X Cap: $781M
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• Shift4 Payments Inc. Class A (FOUR $41.75)
  • $41.75 P/E (TTM): 64.48X Cap: $3.57B
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Q: With the NUVEI deal going through I have cash sitting in my TFSA. Could you recommend three stocks that you would recommend right now.

Upvote 7

Read Answer Asked by Carol on November 25, 2024

• TerraVest Industries Inc. (TVK $136.91)
  • $136.91 Cap: $3.03B
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Q: Hi, I see that you're big fans of TVK. It's skyrocketing. Is it too late to get in? Why is it skyrocketing and what might be a good entry price? Merci!

Upvote 14

Read Answer Asked by Isabelle on November 22, 2024

• TECSYS Inc. (TCS $26.63)
  • $26.63 P/E (TTM): 75.64X Cap: $405M
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• Vitalhub Corp. (VHI $6.81)
  • $6.81 P/E (TTM): 153.33X Cap: $486M
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Q: Hi There,

Could you please comment on the differences between these 2 companies including software product/services, revenue and profit growth going forward, acquisition strategies, overall valuation.

Is it prudent to own both for growth in a diversified portfolio or too much overlap?

Ok thanks so much!

Upvote 6

Read Answer Asked by Robert on November 22, 2024

• Digihost Technology Inc. (DGHI)
  • Cap: $65M
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• Riot Platforms Inc. (RIOT $13.90)
  • $13.90 Cap: $5.34B
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Q: Hello,
Can I get your evaluation of the current circumstances. Since November 11th these stocks have dropped significantly all while bitcoin has increased significantly from that same date. It does not seem like their share price is directly correlated with the price of bitcoin which is odd as they mine bitcoin.
Thank you

Upvote 2

Read Answer Asked by Dominic on November 22, 2024

• HIVE Digital Technologies Ltd. (HIVE $2.84)
  • $2.84 Cap: $745M
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Q: Would appreciate if you could provide an updated opinion on Hive. Buy, sell or hold.
Thanks

Upvote 3

Read Answer Asked by Sig on November 22, 2024

• Toronto-Dominion Bank (The) (TD $127.94)
  • $127.94 P/E (TTM): 10.52X Cap: $216.13B
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• Constellation Software Inc. (CSU $2,489.07)
  • $2,489.07 P/E (TTM): 78.8X Cap: $54.41B
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• Wheaton Precious Metals Corp. (WPM $164.42)
  • $164.42 P/E (TTM): 62.55X Cap: $80.24B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.12)
  • $167.12 P/E (TTM): 138.45X Cap: $221.77B
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• Hydro One Limited (H $58.83)
  • $58.83 P/E (TTM): 27.62X Cap: $35.73B
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• EQB Inc. (EQB $107.32)
  • $107.32 P/E (TTM): 18.21X Cap: $3.99B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.90)
  • $28.90 Cap: $11.58B
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• Propel Holdings Inc. (PRL $17.89)
  • $17.89 P/E (TTM): 9.85X Cap: $747M
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• A & W Food Services of Canada Inc. (AW $36.11)
  • $36.11 P/E (TTM): 31.12X Cap: $870M
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Q: Good morning, I have some new cash to invest in all of my accounts. Could you give me the three stocks that you would add to first in all three of your portfolios?
Thanks, Rod

Upvote 43

Read Answer Asked by Rod on November 21, 2024

• Symbotic Inc. (SYM $50.51)
  • $50.51 Cap: $30.14B
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Q: Thoughts on SYM? - it is surging.

Upvote 2

Read Answer Asked by Judith on November 21, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $28.90)
  • $28.90 Cap: $11.58B
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Q: Galaxy Announces Private Offering of $300 Million Exchangeable Senior Notes due 2029. Thoughts? Market doesn't seem to like it.

Upvote 3

Read Answer Asked by David on November 20, 2024

Q: I have some Canadian money to deploy into registered accounts. Looking for growth stock over next 3-10 years. please, low to med risk please.

Upvote 12

Read Answer Asked by Brenda on November 20, 2024

• Celestica Inc. (CLS $381.60)
  • $381.60 P/E (TTM): 39.65X Cap: $43.24B
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• TerraVest Industries Inc. (TVK $136.91)
  • $136.91 Cap: $3.03B
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• EQB Inc. (EQB $107.32)
  • $107.32 P/E (TTM): 18.21X Cap: $3.99B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $174.16)
  • $174.16 P/E (TTM): 28.12X Cap: $2.20B
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• Propel Holdings Inc. (PRL $17.89)
  • $17.89 P/E (TTM): 9.85X Cap: $747M
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Q: Could I have your top 5 small to mid cap growth stocks. Please rank them. Thanks Steve

Upvote 29

Read Answer Asked by Stephen on November 19, 2024

• EQB Inc. (EQB $107.32)
  • $107.32 P/E (TTM): 18.21X Cap: $3.99B
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Q: Hi Team,

What are your thoughts on this company's current valuation and long term growth prospects?

What would be your best estimate as to longer term ROE outlook?

Upvote 14

Read Answer Asked by Keith on November 19, 2024

• Toronto-Dominion Bank (The) (TD $127.94)
  • $127.94 P/E (TTM): 10.52X Cap: $216.13B
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• Bank of Nova Scotia (The) (BNS $93.88)
  • $93.88 P/E (TTM): 23.63X Cap: $118.13B
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• Canadian National Railway Company (CNR $135.65)
  • $135.65 P/E (TTM): 18.44X Cap: $84.22B
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• Canadian Pacific Kansas City Limited (CP $107.29)
  • $107.29 P/E (TTM): 24.49X Cap: $98.90B
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• Sun Life Financial Inc. (SLF $85.79)
  • $85.79 P/E (TTM): 14.26X Cap: $48.19B
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• WSP Global Inc. (WSP $217.99)
  • $217.99 P/E (TTM): 30.24X Cap: $29.90B
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• TMX Group Limited (X $49.33)
  • $49.33 P/E (TTM): 33.11X Cap: $13.75B
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• Toromont Industries Ltd. (TIH $191.66)
  • $191.66 P/E (TTM): 32.92X Cap: $15.98B
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• TFI International Inc. (TFII $134.06)
  • $134.06 P/E (TTM): 35.65X Cap: $11.35B
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• EQB Inc. (EQB $107.32)
  • $107.32 P/E (TTM): 18.21X Cap: $3.99B
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• Boyd Group Services Inc. (BYD $190.24)
  • $190.24 P/E (TTM): 220.64X Cap: $5.36B
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.92)
  • $52.92 P/E (TTM): 80.1X Cap: $120.55B
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Q: Good afternoon. I'm wondering what your top five picks would be for both industrial and financial stocks. I'm looking for 10-15 year growth with medium risk.

Upvote 26

Read Answer Asked by Shane on November 18, 2024

• Zedcor Inc. (ZDC $5.35)
  • $5.35 P/E (TTM): 400.71X Cap: $586M
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Q: Hi guys,

Please provide feedback on the most recent quarter (ZDC). Also, would you hold with a half of a position or buy for a full position (4%)
Thanks
Jim

Upvote 1

Read Answer Asked by jim on November 15, 2024

• Zedcor Inc. (ZDC $5.35)
  • $5.35 P/E (TTM): 400.71X Cap: $586M
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• Vitalhub Corp. (VHI $6.81)
  • $6.81 P/E (TTM): 153.33X Cap: $486M
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Q: Hello team,
Can you comment on Zedcor's results please and is it still a buy? Also, how is vitalhub's valuation to its peers and is it a buy as well? Thanks very much.

Upvote 5

Read Answer Asked by umedali on November 15, 2024