Investment Q&A

• Booking Holdings Inc. (BKNG $4,273.48)
  • $4,273.48 P/E (TTM): 29.04X Cap: $143.67B
  • View BKNG Profile
  • View Questions on BKNG
• Canadian National Railway Company (CNR $138.76)
  • $138.76 P/E (TTM): 18.8X Cap: $84.70B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $109.51)
  • $109.51 P/E (TTM): 23.87X Cap: $98.92B
  • View CP Profile
  • View Questions on CP
• Constellation Software Inc. (CSU $2,389.80)
  • $2,389.80 P/E (TTM): 55.68X Cap: $51.58B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Restaurant Brands International Inc. (QSR $96.58)
  • $96.58 P/E (TTM): 25.32X Cap: $44.12B
  • View QSR Profile
  • View Questions on QSR
• Celestica Inc. (CLS $429.89)
  • $429.89 P/E (TTM): 50.01X Cap: $48.27B
  • View CLS Profile
  • View Questions on CLS
• Alimentation Couche-Tard Inc. (ATD $78.83)
  • $78.83 P/E (TTM): 20.58X Cap: $72.89B
  • View ATD Profile
  • View Questions on ATD
• Premium Brands Holdings Corporation (PBH $100.40)
  • $100.40 P/E (TTM): 68.2X Cap: $4.47B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• TerraVest Industries Inc. (TVK $156.40)
  • $156.40 Cap: $3.34B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $197.40)
  • $197.40 P/E (TTM): 29.23X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• Ulta Beauty Inc. (ULTA $698.77)
  • $698.77 P/E (TTM): 26.5X Cap: $30.62B
  • View ULTA Profile
  • View Questions on ULTA
• Vitalhub Corp. (VHI $7.88)
  • $7.88 P/E (TTM): 158.82X Cap: $511M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Construction Partners Inc. (ROAD $128.91)
  • $128.91 P/E (TTM): 69.81X Cap: $7.17B
  • View ROAD Profile
  • View Questions on ROAD
• LendingTree Inc. (TREE $47.03)
  • $47.03 P/E (TTM): 46.53X Cap: $648M
  • View TREE Profile
  • View Questions on TREE
• Uber Technologies Inc. (UBER $74.18)
  • $74.18 P/E (TTM): 9.61X Cap: $155.35B
  • View UBER Profile
  • View Questions on UBER
• Vertiv Holdings LLC Class A (VRT $207.42)
  • $207.42 P/E (TTM): 73.8X Cap: $74.77B
  • View VRT Profile
  • View Questions on VRT
• Airbnb Inc. (ABNB $120.49)
  • $120.49 P/E (TTM): 29.16X Cap: $75.20B
  • View ABNB Profile
  • View Questions on ABNB
• Cellebrite DI Ltd. (CLBT $14.56)
  • $14.56 Cap: $3.39B
  • View CLBT Profile
  • View Questions on CLBT
• AppFolio Inc. (APPF $181.09)
  • $181.09 P/E (TTM): 46.32X Cap: $6.46B
  • View APPF Profile
  • View Questions on APPF
• UFP Technologies Inc. (UFPT $264.20)
  • $264.20 P/E (TTM): 31.05X Cap: $1.97B
  • View UFPT Profile
  • View Questions on UFPT

Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks

Upvote 54

Read Answer Asked by Ben on November 20, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.02)
  • $155.02 P/E (TTM): 82.09X Cap: $199.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Now that the dust settled after Q results and SHOP drifted a bit lower would you view it as a good entry point? Would you expect it to grow faster then the Amazon stock?
There was very positive Barron’s article on Nov 12th.

Upvote 8

Read Answer Asked by JR on November 20, 2024

• Solaris Resources Inc. (SLS $14.15)
  • $14.15 Cap: $2.28B
  • View SLS Profile
  • View Questions on SLS

Q: Hello, today (Nov 20, 2024), SLS is moving up strongly on news that the final steps to complete emigration by year-end is on track, It appears they are shutting down their Canadian office and moving to Switzerland. Is this the reason for the large move? It does not seem to be related to copper as CS and TECK are essentially unchanged. Why would this type of move cause such a move? Perhaps there is another reason. Thanks.

Upvote 1

Read Answer Asked by Mark on November 20, 2024

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.51)
  • $42.51 P/E (TTM): 15.96X Cap: $1.11B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $65.00)
  • $65.00 P/E (TTM): 13.44X Cap: $6.15B
  • View VDY Profile
  • View Questions on VDY
• CI Canada Quality Dividend Growth Index ETF (DGRC $49.51)
  • $49.51 P/E (TTM): 14.35X Cap: $809M
  • View DGRC Profile
  • View Questions on DGRC

Q: I am nearing retirement and planning to rebalance my taxable portfolio towards Canadian dividend stocks and ETFs, so that I can live off CPP and eligible dividends in retirement. What are your favorite Canadian ETFs where all distributions are treated as eligible dividends? You recommended CDZ many times, is it still your favorite?

Upvote 10

Read Answer Asked by Tim on November 20, 2024

• Cirrus Logic Inc. (CRUS $141.25)
  • $141.25 P/E (TTM): 20.25X Cap: $6.88B
  • View CRUS Profile
  • View Questions on CRUS

Q: What's going on with this company?
Is it a buy?

Upvote 1

Read Answer Asked by Danielle on November 20, 2024

Q: hi. this "question" section seems heavily populated with the latest/greatest growth stocks-ie tech, AI, crypto etc. Can you provide some insight on where you see value outside of these frenzied trades? can you include comments on 1)regions - Canada, USA, Europe, Asia, China, emerging markets etc. 2) industry 3) small vs medium vs large cap.
cheers, Chris

Upvote 8

Read Answer Asked by chris on November 20, 2024

• Viemed Healthcare Inc. (VMD $8.32)
  • $8.32 P/E (TTM): 26.18X Cap: $328M
  • View VMD Profile
  • View Questions on VMD

Q: I have held VMD for some time and seen it rise and fall. Is it time to cash out?
Thanks,
Guy

Upvote 1

Read Answer Asked by Guy on November 20, 2024

• Royal Bank of Canada (RY $234.13)
  • $234.13 P/E (TTM): 16.14X Cap: $325.85B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $132.99)
  • $132.99 P/E (TTM): 11.28X Cap: $225.33B
  • View TD Profile
  • View Questions on TD
• Fortis Inc. (FTS $73.24)
  • $73.24 P/E (TTM): 21.13X Cap: $37.26B
  • View FTS Profile
  • View Questions on FTS
• Nutrien Ltd. (NTR $94.90)
  • $94.90 P/E (TTM): 54.74X Cap: $45.28B
  • View NTR Profile
  • View Questions on NTR
• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $67.85)
  • $67.85 Cap: $9.02B
  • View BIPC Profile
  • View Questions on BIPC
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $57.65)
  • $57.65 Cap: $19.48B
  • View BEPC Profile
  • View Questions on BEPC

Q: Hi,
I'd like to raise some cash in my non-registered account. How would you rank these stock (from first to sell to last to sell)? All will be sold within about 4 years.
Thanks,
CG

Upvote 5

Read Answer Asked by Camille on November 20, 2024

• Bank of Nova Scotia (The) (BNS $104.33)
  • $104.33 P/E (TTM): 25.63X Cap: $129.49B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: BNS seems to be getting some upgrades before its next quarter. What do you think of it currently?

Thx

Upvote 9

Read Answer Asked by blake on November 20, 2024

• BMO Covered Call Utilities ETF (ZWU $11.48)
  • $11.48 P/E (TTM): 18.74X Cap: $2.05B
  • View ZWU Profile
  • View Questions on ZWU
• iShares S&P/TSX Capped Utilities Index ETF (XUT $32.85)
  • $32.85 P/E (TTM): 17.36X Cap: $336M
  • View XUT Profile
  • View Questions on XUT
• Hydro One Limited (H $54.32)
  • $54.32 P/E (TTM): 25.14X Cap: $32.67B
  • View H Profile
  • View Questions on H
• State Street Utilities Select Sector SPDR ETF (XLU $43.26)
  • $43.26 P/E (TTM): 23.28X Cap: $22.24B
  • View XLU Profile
  • View Questions on XLU

Q: Planning to consolidate Utility sector in RIF. Current holdings include: ZWU, H, XUT, XLU. Which one would you keep ? Thank you

Upvote 6

Read Answer Asked by Hali on November 20, 2024

Q: I'm looking at this stock. It's on the TSX-V. Last I looked it was trading at $1.10. I'm tring to get more information on it. Do you have any information on this company?
Thank You

Upvote 2

Read Answer Asked by Chant on November 20, 2024

• e.l.f. Beauty Inc. (ELF $74.34)
  • $74.34 P/E (TTM): 46.38X Cap: $4.84B
  • View ELF Profile
  • View Questions on ELF

Q: It looks like ELF has missed it's estimates over the last 4 quarters. What are the chances they will do much better after the Christmas season?

Upvote 1

Read Answer Asked by Cheryl on November 20, 2024

• iShares S&P GSCI Commodity-Indexed Trust (GSG $25.05)
  • $25.05 Cap: $1.07B
  • View GSG Profile
  • View Questions on GSG

Q: What is the outlook for commodities? Is there a one-stop diversified commodity ETF in CAD or USD? If not can you suggest a small basket of ETFs that would cover this asset class? Thank-you.

Upvote 1

Read Answer Asked by Alex on November 20, 2024

• Natcore Technology Inc. (NXT)
  • P/E (TTM): -2.4X Cap: $5M
  • View NXT Profile
  • View Questions on NXT

Q: Hello Peter and team, With the Trump cabinet taking shape do you now consider healthcare stocks (and EFT's) as well as renewable energy stocks (and ETF's) as dead money for a few years or do you see some exceptions in either domains?
Thanks for your always good insight and analysis.
Adel

Upvote 1

Read Answer Asked by Adel on November 20, 2024

• Simply Better Brands Corp. (SBBC)
  • Cap: $100M
  • View SBBC Profile
  • View Questions on SBBC

Q: Can you please comment on earnings.

Upvote 2

Read Answer Asked by Bruce on November 20, 2024

• Celsius Holdings Inc. (CELH $48.62)
  • $48.62 P/E (TTM): 459.73X Cap: $13.03B
  • View CELH Profile
  • View Questions on CELH

Q: Hi team, is it too early to start picking away? Does the future look promising?
Thx

Upvote 2

Read Answer Asked by Marco on November 20, 2024

• TransMedics Group Inc. (TMDX $135.01)
  • $135.01 P/E (TTM): 54.46X Cap: $4.61B
  • View TMDX Profile
  • View Questions on TMDX

Q: What do you think about the allegations of security fraud with TMDX?

Upvote 4

Read Answer Asked by Cheryl on November 20, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $97.52)
  • $97.52 Cap: $5.74B
  • View HXS Profile
  • View Questions on HXS
• Global X Intl Developed Markets Equity Index Corporate Class ETF (HXDM $62.54)
  • $62.54 Cap: $1.01B
  • View HXDM Profile
  • View Questions on HXDM
• Global X Emerging Markets Equity Index Corporate Class ETF (HXEM $51.92)
  • $51.92 Cap: $149M
  • View HXEM Profile
  • View Questions on HXEM

Q: This is a follow-up question to one I asked a few days ago regarding increasing Int’l exposure to my TFSA. Would the structure of the Global X Corporate class ETFs, eg. HXDM, HXS, HXEM, eliminate the drag of withholding taxes on the portfolio?

Upvote 3

Read Answer Asked by Bruce on November 20, 2024

• Invesco S&P 500 Low Volatility ETF (SPLV $74.55)
  • $74.55 P/E (TTM): 22.79X Cap: $7.65B
  • View SPLV Profile
  • View Questions on SPLV
• CI High Interest Savings ETF (CSAV $50.05)
  • $50.05 P/E (TTM): 37.63X Cap: $5.10B
  • View CSAV Profile
  • View Questions on CSAV
• JPMorgan Ultra-Short Income ETF (JPST $50.66)
  • $50.66 P/E (TTM): 31.07X Cap: $36.34B
  • View JPST Profile
  • View Questions on JPST
• Global X Cash Maximizer Corporate Class ETF (HSAV $117.05)
  • $117.05 Cap: $1.91B
  • View HSAV Profile
  • View Questions on HSAV
• Global X High Interest Savings ETF (CASH $49.99)
  • $49.99 P/E (TTM): 13.15X Cap: $6.80B
  • View CASH Profile
  • View Questions on CASH
• BMO Money Market Fund (ZMMK $49.85)
  • $49.85 Cap: $5.65B
  • View ZMMK Profile
  • View Questions on ZMMK
• Global X 0-3 Month T-Bill ETF (CBIL $50.01)
  • $50.01 Cap: $1.76B
  • View CBIL Profile
  • View Questions on CBIL

Q: Looking to park cash for 2 to 3 years in a low volatility etf with a decent distribution. I am looking at above mentioned etf and would appreciate your analysis or do you have other recommendations? Thanx.

Upvote 4

Read Answer Asked by Steve on November 20, 2024

• Axon Enterprise Inc. (AXON $421.79)
  • $421.79 P/E (TTM): 130.66X Cap: $32.87B
  • View AXON Profile
  • View Questions on AXON
• Construction Partners Inc. (ROAD $128.91)
  • $128.91 P/E (TTM): 69.81X Cap: $7.17B
  • View ROAD Profile
  • View Questions on ROAD
• Jacobs Solutions Inc. (J $149.28)
  • $149.28 P/E (TTM): 62.53X Cap: $17.49B
  • View J Profile
  • View Questions on J
• Trane Technologies plc (TT $460.29)
  • $460.29 P/E (TTM): 35.04X Cap: $100.65B
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX $198.53)
  • $198.53 P/E (TTM): 40.79X Cap: $266.35B
  • View RTX Profile
  • View Questions on RTX

Q: Hello 5i!

I have some cash to deploy and am light on industrials. I’m looking for US companies that are growth oriented and I was thinking about ROAD as an option. Could you give me a summary of why you like this company? (Or don’t like it?)

And are there any other industrials that you would prefer over ROAD for growth over the next 2-3 years?

Thanks for your incredible service!

Upvote 14

Read Answer Asked by Josh on November 20, 2024