Investment Q&A

• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.78)
  • $132.78 P/E (TTM): 18.91X Cap: $1.58B
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• Docebo Inc. (DCBO $38.60)
  • $38.60 P/E (TTM): 39.9X Cap: $1.09B
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• Propel Holdings Inc. (PRL $27.08)
  • $27.08 P/E (TTM): 13.35X Cap: $1.03B
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• D2L Inc. Subordinate Voting Shares (DTOL $18.46)
  • $18.46 P/E (TTM): 23.38X Cap: $1.01B
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Q: What would your top 5 small cap stocks be to buy right now in order of 1st pick being your top pick

Upvote 54

Read Answer Asked by Gary on December 31, 2024

• TFI International Inc. (TFII $129.98)
  • $129.98 P/E (TTM): 21.15X Cap: $10.79B
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• TerraVest Industries Inc. (TVK $143.80)
  • $143.80 Cap: $3.10B
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• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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• Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
  • $94.98 P/E (TTM): 159.61X Cap: $142.07B
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Q: Good Morning, Could I have your top five picks for income and capital gains in 2025 Also what would be your top ideas for good companies that are being sold off because of tax loss selling. Thank you

Upvote 22

Read Answer Asked by Brian on December 17, 2024

• Premium Brands Holdings Corporation (PBH $95.15)
  • $95.15 P/E (TTM): 45.67X Cap: $4.25B
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• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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Q: For a 3 year hold,which would you choose?Thanks.

Upvote 9

Read Answer Asked by Maurice on December 09, 2024

• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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• MDA Space Ltd. (MDA $37.57)
  • $37.57 P/E (TTM): 39.01X Cap: $4.68B
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• Lumine Group Inc. (LMN $40.21)
  • $40.21 P/E (TTM): 153.84X Cap: $10.31B
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Q: Greetings 5i team,
For my 2025 TFSA contribution, I will be adding to existing holdings as listed above. In what order might a person add to these three companies. I note the 6% drop in EQB today.
Thank you very much as always
SP

Upvote 15

Read Answer Asked by Steve on December 06, 2024

• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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Q: Read your report on earnings this morning . Just wondering if you learned anything interesting on the conference call ? Thanks for your terrific service ......

Upvote 7

Read Answer Asked by Garth on December 06, 2024

• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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Q: I have a small position in EQB would you be in favour of buying more with the recent news ?

Thanks

Upvote 7

Read Answer Asked on December 05, 2024

• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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Q: Your take on the latest quarter please

Upvote 10

Read Answer Asked by JR on December 05, 2024

• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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• Reliance Inc. (RS $281.25)
  • $281.25 P/E (TTM): 20.33X Cap: $14.79B
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Q: Kind of an apples and oranges choice between two completely different industries but if you were only buying one ..... RS for a Trump play on tariffs ? Or EQB in Canada ? And a brief explanation why ? ...... Thanks for your terrific service Garth .......

Upvote 6

Read Answer Asked by Garth on November 30, 2024

• Amazon.com Inc. (AMZN $225.22)
  • $225.22 P/E (TTM): 33.81X Cap: $2.40T
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• Alphabet Inc. (GOOG $245.46)
  • $245.46 P/E (TTM): 26.81X Cap: $2.97T
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• Intuitive Surgical Inc. (ISRG $448.09)
  • $448.09 P/E (TTM): 62.63X Cap: $160.62B
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• NVIDIA Corporation (NVDA $189.11)
  • $189.11 P/E (TTM): 52.72X Cap: $4.59T
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• Booking Holdings Inc. (BKNG $5,131.23)
  • $5,131.23 P/E (TTM): 36.54X Cap: $166.30B
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• Enghouse Systems Limited (ENGH $20.74)
  • $20.74 P/E (TTM): 15.42X Cap: $1.14B
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• TFI International Inc. (TFII $129.98)
  • $129.98 P/E (TTM): 21.15X Cap: $10.79B
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• BRP Inc. Subordinate Voting Shares (DOO $93.43)
  • $93.43 Cap: $6.82B
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• Kinaxis Inc. (KXS $186.06)
  • $186.06 P/E (TTM): 155.36X Cap: $5.25B
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• Thomson Reuters Corporation (TRI $211.75)
  • $211.75 P/E (TTM): 42.32X Cap: $95.43B
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• goeasy Ltd. (GSY $162.08)
  • $162.08 P/E (TTM): 9.83X Cap: $2.60B
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• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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• Novo Nordisk A/S (NVO $59.61)
  • $59.61 P/E (TTM): 16.77X Cap: $363.68B
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• Advanced Micro Devices Inc. (AMD $235.56)
  • $235.56 P/E (TTM): 122.12X Cap: $382.27B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $81.81)
  • $81.81 P/E (TTM): 41.41X Cap: $9.27B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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• Axon Enterprise Inc. (AXON $727.41)
  • $727.41 P/E (TTM): 178.43X Cap: $57.10B
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• Galaxy Digital Inc. Class A common stock (GLXY $57.78)
  • $57.78 Cap: $21.74B
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• CrowdStrike Holdings Inc. (CRWD $509.95)
  • $509.95 Cap: $121.61B
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• Docebo Inc. (DCBO $38.60)
  • $38.60 P/E (TTM): 39.9X Cap: $1.09B
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• Cellebrite DI Ltd. (CLBT $18.99)
  • $18.99 Cap: $4.54B
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• Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
  • $94.98 P/E (TTM): 159.61X Cap: $142.07B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.50)
  • $81.50 P/E (TTM): 39.77X Cap: $133.47B
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Q: Hi 5i Team.

I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.


Thank you
Joe

Upvote 44

Read Answer Asked by Joe on November 28, 2024

• goeasy Ltd. (GSY $162.08)
  • $162.08 P/E (TTM): 9.83X Cap: $2.60B
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• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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• Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
  • $94.98 P/E (TTM): 159.61X Cap: $142.07B
  • View BN Profile
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Q: From previous responses I am assuming you would buy BN over EQB for a long term hold.
My concern is buying BN after such a run.
Is there room for this run to continue based on its valuation?
I have found in the past you just buy the good ones and let them do what they do.
Is that the case here again.

Thinking of switching GSY for EQB for perhaps a little more stability and eliminate the risk of that interest rate cap adjustment potential.
Your detailed thoughts pls.

Upvote 11

Read Answer Asked by Andrew on November 28, 2024

• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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• VersaBank (VBNK $17.07)
  • $17.07 P/E (TTM): 19.0X Cap: $549M
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Q: In March you indicated a preference for EQB over VBNK. Do you still feel that way?

Upvote 10

Read Answer Asked by Phillip on November 27, 2024

• Costco Wholesale Corporation (COST $914.80)
  • $914.80 P/E (TTM): 53.43X Cap: $405.69B
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• O'Reilly Automotive Inc. (ORLY $100.76)
  • $100.76 P/E (TTM): 36.4X Cap: $85.49B
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• AutoZone Inc. (AZO $4,027.76)
  • $4,027.76 P/E (TTM): 27.3X Cap: $67.37B
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• Mastercard Incorporated (MA $576.44)
  • $576.44 P/E (TTM): 39.1X Cap: $521.10B
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• NextEra Energy Inc. (NEE $84.04)
  • $84.04 P/E (TTM): 29.09X Cap: $173.06B
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• UnitedHealth Group Incorporated (DE) (UNH $369.92)
  • $369.92 P/E (TTM): 15.54X Cap: $335.02B
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• Visa Inc. (V $351.36)
  • $351.36 P/E (TTM): 34.11X Cap: $681.61B
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• Walmart Inc. (WMT $102.90)
  • $102.90 P/E (TTM): 38.81X Cap: $820.40B
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• Canadian National Railway Company (CNR $134.51)
  • $134.51 P/E (TTM): 18.63X Cap: $83.96B
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• Canadian Pacific Kansas City Limited (CP $108.46)
  • $108.46 P/E (TTM): 24.16X Cap: $100.91B
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• Dollarama Inc. (DOL $176.67)
  • $176.67 P/E (TTM): 39.32X Cap: $48.82B
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• Intact Financial Corporation (IFC $267.17)
  • $267.17 P/E (TTM): 21.61X Cap: $47.64B
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• Hydro One Limited (H $49.44)
  • $49.44 P/E (TTM): 23.72X Cap: $29.65B
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• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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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

• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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Q: I'm trying to get my head around EQB . I've read 5i's analysis of the company but the part I don't understand is why would " Joe Sixpack " go to them for a car loan or to renew their mortgage rather than one of the big six ? ...... Not to mention I suspect " Joe Sixpack " has never heard of them . I also don't understand why or what a Credit Union would use them for ? ..... Could 5i explain just who their market is ? And why using EQB would be more attractive than a mainstream financial institution ? Thanks for your terrific service .......

Upvote 13

Read Answer Asked by Garth on November 22, 2024

• Toronto-Dominion Bank (The) (TD $112.34)
  • $112.34 P/E (TTM): 9.53X Cap: $191.78B
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• Constellation Software Inc. (CSU $3,869.33)
  • $3,869.33 P/E (TTM): 96.25X Cap: $81.99B
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• Wheaton Precious Metals Corp. (WPM $149.62)
  • $149.62 P/E (TTM): 62.78X Cap: $67.92B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
  • $232.42 P/E (TTM): 91.41X Cap: $301.99B
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• Hydro One Limited (H $49.44)
  • $49.44 P/E (TTM): 23.72X Cap: $29.65B
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• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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• Galaxy Digital Inc. Class A common stock (GLXY $57.78)
  • $57.78 Cap: $21.74B
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• Propel Holdings Inc. (PRL $27.08)
  • $27.08 P/E (TTM): 13.35X Cap: $1.03B
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• A & W Food Services of Canada Inc. (AW $37.08)
  • $37.08 P/E (TTM): 55.99X Cap: $892M
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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

• Constellation Software Inc. (CSU $3,869.33)
  • $3,869.33 P/E (TTM): 96.25X Cap: $81.99B
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• TerraVest Industries Inc. (TVK $143.80)
  • $143.80 Cap: $3.10B
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• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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Q: At what price would you initiate a full position in the following? Thanks!

Upvote 16

Read Answer Asked by Blake on November 20, 2024

• Intact Financial Corporation (IFC $267.17)
  • $267.17 P/E (TTM): 21.61X Cap: $47.64B
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• goeasy Ltd. (GSY $162.08)
  • $162.08 P/E (TTM): 9.83X Cap: $2.60B
  • View GSY Profile
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• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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• Propel Holdings Inc. (PRL $27.08)
  • $27.08 P/E (TTM): 13.35X Cap: $1.03B
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Q: Hi guys,

I'm thinking about selling a full position in Gsy (up over 200%, thanks) and topping up Prl, Ifc and Eqb into full positions. Thoughts?
Take care
Jim

Upvote 18

Read Answer Asked by jim on November 20, 2024

• Celestica Inc. (CLS $355.75)
  • $355.75 P/E (TTM): 52.89X Cap: $40.92B
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• TerraVest Industries Inc. (TVK $143.80)
  • $143.80 Cap: $3.10B
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• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
  • View EQB Profile
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.78)
  • $132.78 P/E (TTM): 18.91X Cap: $1.58B
  • View HPS.A Profile
  • View Questions on HPS.A
• Propel Holdings Inc. (PRL $27.08)
  • $27.08 P/E (TTM): 13.35X Cap: $1.03B
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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 $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
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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 $112.34)
  • $112.34 P/E (TTM): 9.53X Cap: $191.78B
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• Bank of Nova Scotia (The) (BNS $88.42)
  • $88.42 P/E (TTM): 17.23X Cap: $109.78B
  • View BNS Profile
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• Canadian National Railway Company (CNR $134.51)
  • $134.51 P/E (TTM): 18.63X Cap: $83.96B
  • View CNR Profile
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• Canadian Pacific Kansas City Limited (CP $108.46)
  • $108.46 P/E (TTM): 24.16X Cap: $100.91B
  • View CP Profile
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• Sun Life Financial Inc. (SLF $86.45)
  • $86.45 P/E (TTM): 15.52X Cap: $49.13B
  • View SLF Profile
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• WSP Global Inc. (WSP $280.53)
  • $280.53 P/E (TTM): 45.22X Cap: $36.61B
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• TMX Group Limited (X $51.49)
  • $51.49 P/E (TTM): 34.09X Cap: $14.31B
  • View X Profile
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• Toromont Industries Ltd. (TIH $158.38)
  • $158.38 P/E (TTM): 26.51X Cap: $12.87B
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• TFI International Inc. (TFII $129.98)
  • $129.98 P/E (TTM): 21.15X Cap: $10.79B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
  • View EQB Profile
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• Boyd Group Services Inc. (BYD $221.82)
  • $221.82 P/E (TTM): 434.92X Cap: $4.79B
  • View BYD Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
  • $94.98 P/E (TTM): 159.61X Cap: $142.07B
  • View BN Profile
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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

• Intact Financial Corporation (IFC $267.17)
  • $267.17 P/E (TTM): 21.61X Cap: $47.64B
  • View IFC Profile
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• EQB Inc. (EQB $93.56)
  • $93.56 P/E (TTM): 10.61X Cap: $3.58B
  • View EQB Profile
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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