Investment Q&A

• Boyd Group Services Inc. (BYD $225.99)
  • $225.99 P/E (TTM): 208.48X Cap: $6.16B
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Q: In an answer early this month when reviewing BYD's last quarter's results, you said "BYD notes that negative trends are continuing into the Q4, and it is still looking at ways to reduce costs. Certainly these are not great numbers, and the trend here is becoming somewhat concerning."

However, in some recent answers where members were asking for potential stocks to consider, including in the industrial space, BYD has been recommended. Why is it being recommended, given your assessment of the last quarter's results. Many thanks.

Upvote 7

Read Answer Asked by Leonard on November 19, 2024

• StorageVault Canada Inc. (SVI $4.78)
  • $4.78 Cap: $1.74B
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Q: Hi, my question is a bit specific but also more general. I'm about 25% down on this stock. When I read, it seems that it's solid enough long-term, but it's not going to rise 25% for quite some time. As a non-resident, I cannot sell for harvesting tax losses, but I wonder if selling at a loss and putting the remaining money into something faster growing would be a good idea? Again, part of the question is about this specific stock, and part is a general query. I'm curious about your answer! Thanks!

Upvote 3

Read Answer Asked by Isabelle on November 19, 2024

• Celestica Inc. (CLS $460.39)
  • $460.39 P/E (TTM): 46.74X Cap: $52.23B
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• TerraVest Industries Inc. (TVK $122.16)
  • $122.16 Cap: $2.63B
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• EQB Inc. (EQB $86.77)
  • $86.77 P/E (TTM): 9.8X Cap: $3.30B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $163.18)
  • $163.18 P/E (TTM): 22.92X Cap: $1.91B
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• Propel Holdings Inc. (PRL $22.44)
  • $22.44 P/E (TTM): 9.72X Cap: $857M
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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 $86.77)
  • $86.77 P/E (TTM): 9.8X Cap: $3.30B
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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

• BCE Inc. (BCE $32.55)
  • $32.55 P/E (TTM): 4.89X Cap: $30.34B
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• TELUS Corporation (T $18.39)
  • $18.39 Cap: $28.96B
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Q: Hello,

Could you comment on now that Ontario has partnered with Elon, how does the provincial subsidization of fixed costs for installation of internet, etc. bode for BCE, Telus and other "hardwire" "maybe "fiber optic" providers?

I frequently drive along Hwy 7 and see trees fallen down on the Bell lines - so maintaining this lower margin asset is not a top priority.

How much of a moat is fibre optic vs Starlink?

Elon's satellites have a lot of operating leverage vs copper or fibre optic installation.


Thank you

Upvote 9

Read Answer Asked by Delbert on November 19, 2024

• Toronto-Dominion Bank (The) (TD $115.95)
  • $115.95 P/E (TTM): 9.75X Cap: $199.24B
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• Bank of Nova Scotia (The) (BNS $95.33)
  • $95.33 P/E (TTM): 18.08X Cap: $116.65B
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• Canadian National Railway Company (CNR $130.12)
  • $130.12 P/E (TTM): 17.79X Cap: $78.83B
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• Canadian Pacific Kansas City Limited (CP $100.87)
  • $100.87 P/E (TTM): 21.44X Cap: $88.92B
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• Sun Life Financial Inc. (SLF $84.08)
  • $84.08 P/E (TTM): 21.0X Cap: $46.43B
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• WSP Global Inc. (WSP $242.66)
  • $242.66 P/E (TTM): 35.32X Cap: $31.40B
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• TMX Group Limited (X $51.58)
  • $51.58 P/E (TTM): 31.0X Cap: $14.22B
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• Toromont Industries Ltd. (TIH $164.50)
  • $164.50 P/E (TTM): 26.28X Cap: $12.93B
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• TFI International Inc. (TFII $120.41)
  • $120.41 P/E (TTM): 22.46X Cap: $9.77B
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• EQB Inc. (EQB $86.77)
  • $86.77 P/E (TTM): 9.8X Cap: $3.30B
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• Boyd Group Services Inc. (BYD $225.99)
  • $225.99 P/E (TTM): 208.48X Cap: $6.16B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.79)
  • $64.79 P/E (TTM): 89.9X Cap: $142.91B
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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

• Philip Morris International Inc (PM $156.55)
  • $156.55 P/E (TTM): 28.07X Cap: $235.14B
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• Loblaw Companies Limited (L $63.35)
  • $63.35 P/E (TTM): 7.79X Cap: $73.98B
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• Metro Inc. (MRU $99.94)
  • $99.94 P/E (TTM): 21.69X Cap: $21.11B
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• Alimentation Couche-Tard Inc. (ATD $74.98)
  • $74.98 P/E (TTM): 18.96X Cap: $67.74B
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• British American Tobacco p.l.c. (BTI $56.76)
  • $56.76 P/E (TTM): 31.08X Cap: $121.23B
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Q: I am currently a bit underweight consumer staples and would also like to tilt my portfolio a little bit defensive. My only holdings in the sector are ATD and PBH. Other than these, what would be your two top picks both in Canada and the US for new buying at this time in the sector.

Upvote 12

Read Answer Asked by Steven on November 15, 2024

• Zedcor Inc. (ZDC $5.96)
  • $5.96 P/E (TTM): 418.57X Cap: $633M
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• Vitalhub Corp. (VHI $9.31)
  • $9.31 P/E (TTM): 174.9X Cap: $591M
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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

• Open Text Corporation (OTEX $47.46)
  • $47.46 P/E (TTM): 17.42X Cap: $11.84B
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Q: Hi folks, loved the report on DOCCKS with stats...just wondering how OTEX/t got added as you show 1 year Rev E at -8%, & 1 year EPS E is -12%....been a choppy 2024 & few years for Open Text, with regularly missing Q estimates....what did 5i like about Otex to include it in Canada's version of "Mag 7"....thanks, jb

Upvote 9

Read Answer Asked by John on November 15, 2024

• Docebo Inc. (DCBO $29.62)
  • $29.62 P/E (TTM): 28.31X Cap: $854M
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Q: comment on earnings please.

Upvote 2

Read Answer Asked by andrew on November 15, 2024

• Vitalhub Corp. (VHI $9.31)
  • $9.31 P/E (TTM): 174.9X Cap: $591M
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Q: Could I please have your analysis of their quarterly earnings. Everything seemed good but was expecting some pop in the stock? Buy more, sell or hold?

Thanks Dave.

Upvote 4

Read Answer Asked by David on November 15, 2024

• Vitalhub Corp. (VHI $9.31)
  • $9.31 P/E (TTM): 174.9X Cap: $591M
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Q: May I have your opinion on Vhi 3rd Q earnings?

Upvote 6

Read Answer Asked by Terry on November 15, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $7.28)
  • $7.28 P/E (TTM): 5.94X Cap: $200M
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Q: just wondering what the market is telling us about DRX?
Are you still in favor of this company and if so why?
You think a Trump presidency will affect DRX?

Upvote 7

Read Answer Asked by Dan on November 15, 2024

• Intuitive Surgical Inc. (ISRG $576.90)
  • $576.90 P/E (TTM): 74.19X Cap: $203.78B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 109.52X Cap: $859M
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
  • $54.97 P/E (TTM): 31.81X Cap: $2.14B
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Q: What is your outlook for ECN and AND and why ? I'm thinking of selling one or both to finance a purchase of ISRG ........

Upvote 6

Read Answer Asked by Garth on November 14, 2024

• Intact Financial Corporation (IFC $286.25)
  • $286.25 P/E (TTM): 23.68X Cap: $50.48B
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• EQB Inc. (EQB $86.77)
  • $86.77 P/E (TTM): 9.8X Cap: $3.30B
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Q: If I have to pick one between EQB and IFC for RRSP, long term 5 + years stable growth in financial sector, which one it would be ?

Upvote 11

Read Answer Asked by Mahendiali on November 14, 2024

• Chubb Limited (CB $298.23)
  • $298.23 P/E (TTM): 12.46X Cap: $116.41B
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• Manulife Financial Corporation (MFC $49.79)
  • $49.79 P/E (TTM): 15.28X Cap: $83.03B
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• Sun Life Financial Inc. (SLF $84.08)
  • $84.08 P/E (TTM): 21.0X Cap: $46.43B
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• Trisura Group Ltd. (TSU $39.80)
  • $39.80 P/E (TTM): 15.57X Cap: $1.88B
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Q: I am thinking of adding/increasing my position in an insurance company and have found that the combined ratio for both MFC and SLF are more than 100 while CB and TSU’s combined ratio is in the low 80. Does that mean MFC and SLF are not as profitable as CB and TSU? Which is a good buy currently? Thanks,

Upvote 11

Read Answer Asked by Liping on November 14, 2024

• BCE Inc. (BCE $32.55)
  • $32.55 P/E (TTM): 4.89X Cap: $30.34B
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Q: I have decided to buy a large position in BCE
after x div date Dec 15th. Technically it shows no signs of recovery yet.
I belive its pays a higher divident and has as much upside potential as Aqn,Spb and Pgi.un which I will sell.
On the negative side, my fear is that companies like Att ,Vodaphone and Telephonica have been a loosing investment for 20 years.
What are your comments.
Thank you,
Joe

Upvote 12

Read Answer Asked by Joe on November 14, 2024

• Finning International Inc. (FTT $73.77)
  • $73.77 P/E (TTM): 14.31X Cap: $9.72B
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• Toromont Industries Ltd. (TIH $164.50)
  • $164.50 P/E (TTM): 26.28X Cap: $12.93B
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Q: FTT dropped over 11% during the last week.
Can you please comment on the results of the last quarter.
What is your perspective on this stock ? Is a hold or sell ?
Do you recommend averaging down ?
Thanks

Upvote 5

Read Answer Asked by Terry on November 14, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $35.61)
  • $35.61 Cap: $13.65B
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Q: How come the PE is so low on this one?

Upvote 3

Read Answer Asked by Wayne on November 14, 2024

• Bank of Nova Scotia (The) (BNS $95.33)
  • $95.33 P/E (TTM): 18.08X Cap: $116.65B
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• Royal Bank Of Canada (RY $151.31)
  • $151.31 P/E (TTM): 15.99X Cap: $210.49B
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Q: I have a 40% return on RY and am considering a switch to BNS.The risk seems reasonable and more rewarding.Would you agree?

Upvote 7

Read Answer Asked by Allen on November 14, 2024