Investment Q&A

• TerraVest Industries Inc. (TVK $157.93)
  • $157.93 Cap: $3.42B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $172.03)
  • $172.03 P/E (TTM): 25.82X Cap: $2.04B
  • View HPS.A Profile
  • View Questions on HPS.A
• ADF Group Inc. Subordinate Voting Shares (DRX $7.81)
  • $7.81 P/E (TTM): 6.73X Cap: $223M
  • View DRX Profile
  • View Questions on DRX

Q: Making my annual TFSA contribution. Please rank the above and rationale and entry price. Also other ideas would be appreciated.
Thanks Steve

Upvote 15

Read Answer Asked by Stephen on February 27, 2024

Q: How are the prices of the indexes calculated? Like the TSX is at 21,000, the S&P at 5000, and the Dow at 39,000.

Upvote 4

Read Answer Asked by David M. on February 27, 2024

• Hudbay Minerals Inc. (HBM $25.54)
  • $25.54 P/E (TTM): 16.25X Cap: $10.11B
  • View HBM Profile
  • View Questions on HBM

Q: please comment on hbm earnings and particularly guidance release.
thank you

Upvote 1

Read Answer Asked by Howard on February 27, 2024

• Bank of Nova Scotia (The) (BNS $100.22)
  • $100.22 P/E (TTM): 24.71X Cap: $124.43B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: What’s your view and opinion on BNS’ quarterly result?

Upvote 9

Read Answer Asked by André on February 27, 2024

• Super Micro Computer Inc. (SMCI $31.66)
  • $31.66 P/E (TTM): 24.7X Cap: $18.89B
  • View SMCI Profile
  • View Questions on SMCI

Q: If you had to put a value on SMCI today based on it's fundamentals and earnings potential what price range would you put on it?

Thanks in advance.
David

Upvote 9

Read Answer Asked by David on February 27, 2024

• Topicus.com Inc. (TOI $123.70)
  • $123.70 P/E (TTM): 1050.3X Cap: $10.32B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: I have a question about Topicus.com Inc

Do you still regard TOI as favourably as you did in March 2023 and consider it to be growing as rapidly in the European theatre as CSU does in North America?

Upvote 14

Read Answer Asked by Adel on February 27, 2024

• Kensington Private Equity Fund Class G (KEN115 $31.80)
  • View KEN115 Profile
  • View Questions on KEN115

Q: name your 5 top hedge funds with a fairly good track record

Upvote 3

Read Answer Asked by Gary on February 27, 2024

• Berkshire Hathaway Inc. (BRK.B $499.84)
  • $499.84 P/E (TTM): 17.36X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Thoughts on the quarter and commentary ? We already have a big position. Is there any good reason you would'nt add more ? Thank you.

Upvote 13

Read Answer Asked by Paul on February 27, 2024

• Pure Storage Inc. Class A (PSTG $69.72)
  • $69.72 P/E (TTM): 178.38X Cap: $23.01B
  • View PSTG Profile
  • View Questions on PSTG
• Super Micro Computer Inc. (SMCI $31.66)
  • $31.66 P/E (TTM): 24.7X Cap: $18.89B
  • View SMCI Profile
  • View Questions on SMCI
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS
• Coherent Corp. (COHR $175.20)
  • $175.20 P/E (TTM): 270.38X Cap: $27.53B
  • View COHR Profile
  • View Questions on COHR
• Vertiv Holdings LLC Class A (VRT $160.66)
  • $160.66 P/E (TTM): 61.03X Cap: $61.42B
  • View VRT Profile
  • View Questions on VRT

Q: looking for small to midcap Ai stocks might be referred to as adaptors.
would CTS be considered?

Upvote 11

Read Answer Asked by Howard on February 27, 2024

• Amazon.com Inc. (AMZN $222.56)
  • $222.56 P/E (TTM): 31.43X Cap: $2.37T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $307.73)
  • $307.73 P/E (TTM): 30.54X Cap: $3.71T
  • View GOOG Profile
  • View Questions on GOOG
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN $46.54)
  • $46.54 P/E (TTM): 52.51X Cap: $21.46B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Good morning
3 questions plse take 3 credits

1. I purchased AW.UN at around 44$ a couple of years ago and since then it has now slid to 30$ what will it take for it to regain some value back up to around 44$?

2. BIP.UN looked like it was recovering but now has slipped back into the high 30$ any particular reason for the fall back?

3. Currently own GOOG which cant seem to get any traction but wondering for a long term hold would AMZN be a better buy for long term growth? Which would you buy if only one can be held?

Thks
Marcel

Upvote 18

Read Answer Asked by Marcel on February 27, 2024

• TerraVest Industries Inc. (TVK $157.93)
  • $157.93 Cap: $3.42B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $172.03)
  • $172.03 P/E (TTM): 25.82X Cap: $2.04B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Can you please comment on:
(1) Insider Ownership
(2) How is management compensated - salary, options, common shares purchased in open market?
(3) Do they dilute shareholders? Perhaps share count over the last 3-5 years and if it was warranted in your opinion

Thank you so much for your valued information. I am really appreciating 5i Research.

Upvote 12

Read Answer Asked by Francise on February 27, 2024

• Vertiv Holdings LLC Class A (VRT $160.66)
  • $160.66 P/E (TTM): 61.03X Cap: $61.42B
  • View VRT Profile
  • View Questions on VRT

Q: Just a little unsure if VRT should fall under Tech or Industrials in my portfolio.

Thank you.

Upvote 4

Read Answer Asked by Stefan on February 27, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN $46.54)
  • $46.54 P/E (TTM): 52.51X Cap: $21.46B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: BIP.UN is checking back a little bit lately. Anything the might cause a problem going forward?

Upvote 4

Read Answer Asked by Les on February 27, 2024

• NVIDIA Corporation (NVDA $177.72)
  • $177.72 P/E (TTM): 43.74X Cap: $4.31T
  • View NVDA Profile
  • View Questions on NVDA
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: Hi there, can you add anything to the AI conversation regarding CTS?

How is CTS involved with AI or in supporting the use of AI using Nvidia product?

What is expected of CTS when it reports next week?

Is it fairly priced now based on preliminary numbers provided?

Are institutions and insiders now buying again?

How much stock has been purchased now by CTS to cancel, last year plus this year?

Thanks!

Upvote 5

Read Answer Asked by Hussein on February 27, 2024

• Decisive Dividend Corporation (DE $7.14)
  • $7.14 P/E (TTM): 25.25X Cap: $143M
  • View DE Profile
  • View Questions on DE

Q: is it a buy?

Upvote 2

Read Answer Asked by Gary on February 27, 2024

• Lithium Americas Corp. (LAC $6.60)
  • $6.60 Cap: $2B
  • View LAC Profile
  • View Questions on LAC

Q: do you like this company and or the sector?

Upvote 3

Read Answer Asked by Gary on February 27, 2024

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $16.60)
  • $16.60 P/E (TTM): 71.21X Cap: $2.23B
  • View FIH.U Profile
  • View Questions on FIH.U

Q: Do you like this company? As well i have a Itrade account with Canadian dollar and also a USA currency account.
Do you recommend to buy it in the Canadian account or USA because i understand dividend paid in USA currency

Upvote 1

Read Answer Asked by Gary on February 27, 2024

• ICICI Bank Limited (IBN $29.70)
  • $29.70 P/E (TTM): 19.25X Cap: $105.96B
  • View IBN Profile
  • View Questions on IBN

Q: Is it as good an investment right now as an American or Canadian bank?

Upvote 1

Read Answer Asked by Gary on February 27, 2024

• goeasy Ltd. (GSY $127.07)
  • $127.07 P/E (TTM): 9.0X Cap: $2.04B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: In the 5i Growth portfolio which 3 companies do you see having the best growth potential over the next 3 5 years?

Thanks for all of your guidance.

Mike

Upvote 40

Read Answer Asked by Michael on February 27, 2024

• LifeSpeak Inc (LSPK $0.32)
  • $0.32 Cap: $18M
  • View LSPK Profile
  • View Questions on LSPK

Q: What do you think about the company?

Upvote 1

Read Answer Asked by Gary on February 27, 2024