Investment Q&A

• NVIDIA Corporation (NVDA $188.15)
  • $188.15 P/E (TTM): 53.58X Cap: $4.57T
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• Toronto-Dominion Bank (The) (TD $113.58)
  • $113.58 P/E (TTM): 9.58X Cap: $193.90B
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• Bank of Nova Scotia (The) (BNS $93.54)
  • $93.54 P/E (TTM): 17.88X Cap: $116.13B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.22)
  • $214.22 P/E (TTM): 88.32X Cap: $278.76B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 27.93X Cap: $2.19B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.28)
  • $64.28 P/E (TTM): 106.96X Cap: $144.21B
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Q: What are your five current favorite stocks for short-term (1 year) gains? They can be either US or Canadian stocks. Thanks,

Upvote 24

Read Answer Asked by John on January 24, 2024

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: What is your opinion on the issues at Parkland?

I am grateful for the service you have provided over the years.

Upvote 7

Read Answer Asked by Judith on January 24, 2024

• Revvity Inc Com (PKI)
  • P/E (TTM): 25.4X Cap: $14.56B
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Q: I was going to ask if now would be a good time to take a small position in PKI anticipating price appreciation once the Boardroom issues are settled but given PKI is hitting new highs today it seems investors are not worried. Would you consider starting a small position in PKI now?

Thanks for your advice.

Mike

Upvote 3

Read Answer Asked by Michael on January 24, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $44.29)
  • $44.29 Cap: $16.66B
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• Riot Platforms Inc. (RIOT $17.01)
  • $17.01 Cap: $6.32B
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Q: With the launch of bitcoin ETFs what "crystal ball prognostications" can you have for such companies as Galaxy, Riot?

Bail? Hold? Buy?

The last week has given them a proper lathering, and I'm wondering if there is more (pain) to come or if it's a good time to add to the position?

Upvote 2

Read Answer Asked by Sylvia on January 24, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 27.93X Cap: $2.19B
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Q: Hi 5i,
Thanks for all your great work!
I know that you like Hammond Power Solutions. Can you please provide some detail as to why you like it?
Thanks,
Murray

Upvote 5

Read Answer Asked by Murray on January 24, 2024

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: Any news for the 6.6 % price increase on Tuesday , volume not big ? Thanks a lot.

Upvote 1

Read Answer Asked by Lai Kuen on January 23, 2024

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Dollarama Inc. (DOL $184.94)
  • $184.94 P/E (TTM): 40.2X Cap: $51.11B
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• BRP Inc. Subordinate Voting Shares (DOO $89.69)
  • $89.69 Cap: $6.55B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Leon's Furniture Limited (LNF $28.83)
  • $28.83 P/E (TTM): 12.61X Cap: $1.98B
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Q: Hi,
What would be your top 5 CDN consumer discretionary stocks in a RRSP for a 5-10 year hold.
Please list in order of preference for a buy today.
Thanks

Upvote 11

Read Answer Asked by Marco on January 23, 2024

• WELL Health Technologies Corp. (WELL $4.44)
  • $4.44 Cap: $1.12B
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Q: Hi

With a 13% haircut today, and nothing has changed!! (just some dude's opinion, which are like belly buttons, everybody has one)

I bought more call me crazy but I think in the end it will work out give it another few years.

Is my thinking wrong??.

Take care folks

Mike

Upvote 9

Read Answer Asked by Mike on January 23, 2024

• Trisura Group Ltd. (TSU $39.12)
  • $39.12 P/E (TTM): 14.91X Cap: $1.86B
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Q: Do you still expect the cost of the run-off business to impact Q4? If yes, any idea when that should become history?

Thanks

Upvote 4

Read Answer Asked by Daniel on January 22, 2024

• KeyCorp (KEY $18.08)
  • $18.08 Cap: $19.75B
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• Pason Systems Inc. (PSI $12.18)
  • $12.18 P/E (TTM): 13.63X Cap: $950M
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• Freehold Royalties Ltd. (FRU $14.29)
  • $14.29 P/E (TTM): 18.42X Cap: $2.34B
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Q: I am considering reducing energy positions and letting go one or more of these companies. How do you rate them for fundamentals and any other metric you choose to rate them: Keyera, Pason Systems and Freehold Royalties. Sell order??

Upvote 2

Read Answer Asked by Maureen on January 22, 2024

• WELL Health Technologies Corp. (WELL $4.44)
  • $4.44 Cap: $1.12B
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Q: Hi,

Is this a good time to increase my position in WELL? Where do you see it in 5 years?

Thanks

Upvote 5

Read Answer Asked by Marco on January 22, 2024

• WELL Health Technologies Corp. (WELL $4.44)
  • $4.44 Cap: $1.12B
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Q: Any idea why CIBC lowered their rating to neutral with a target of $4.75?

Upvote 4

Read Answer Asked by Michael on January 22, 2024

• WELL Health Technologies Corp. (WELL $4.44)
  • $4.44 Cap: $1.12B
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Q: The news on well health has been good lately; how is it that analysts all of a sudden lower their ratings.. It makes me wonder if there is some manipulation going on unless they are seeing Well not as attractive all of a sudden. Your responses of late have been positive and i know opinions can differ. Can you shed some light please?

Upvote 3

Read Answer Asked by umedali on January 22, 2024

• WSP Global Inc. (WSP $257.83)
  • $257.83 P/E (TTM): 41.4X Cap: $33.67B
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• ATS Corporation (ATS $37.70)
  • $37.70 Cap: $3.69B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 27.93X Cap: $2.19B
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Q: How would you rank these today for a growth oriented investor looking to hold?

Upvote 14

Read Answer Asked by Andrew on January 22, 2024

• Premium Brands Holdings Corporation (PBH $93.04)
  • $93.04 P/E (TTM): 44.73X Cap: $4.15B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.22)
  • $214.22 P/E (TTM): 88.32X Cap: $278.76B
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Q: Hi,
Which one would you pick today ?
Thanks. Alnoor

Upvote 2

Read Answer Asked by Alnoor on January 22, 2024

• Richelieu Hardware Ltd. (RCH $36.93)
  • $36.93 P/E (TTM): 24.24X Cap: $2.03B
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Q: Any reason why the stock is down 9% in a week?

Upvote 2

Read Answer Asked by Michael on January 19, 2024

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Could you comment on the propose take-over by BREIT. The offer looks cheap to me compare with today real book value. If it goes thru, will the new legislation law by the Democrats affect BREIT? Are you expecting outbid?

Thanks

Upvote 3

Read Answer Asked by Daniel on January 19, 2024

• Topicus.com Inc. (TOI $128.76)
  • $128.76 P/E (TTM): 60.29X Cap: $10.76B
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Q: Is Topicus going to begin to aquire companies in in the US as reported by the TSS operating group?

Thx

Upvote 12

Read Answer Asked by blake on January 19, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.22)
  • $214.22 P/E (TTM): 88.32X Cap: $278.76B
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Q: Many sharp upgrades and sharp downgrades for SHOP in recent days. What do you make of all the divergent views? I know 5i is in the upgrade camp. What do the 'downgrade' analysts see that bring them to their conclusion?

Upvote 12

Read Answer Asked on January 19, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 27.93X Cap: $2.19B
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Q: Hi, Hammond Power stock continues to make new highs every day. Scarcity of sellers and low liquidity is evident. An order for sale of 8000 shares at $84.82 was quickly snapped up by hungry buyers, in no time. Besides the low float, what are the fundamentals driving the stock with this incredible strength? How is the valuation today, with the elevated prices? If there was cash to deploy, would 5i consider increasing its position in the Portfolio, at these levels ? Thank You

Upvote 11

Read Answer Asked by rajeev on January 19, 2024