Investment Q&A

• Celestica Inc. (CLS $451.60)
  • $451.60 P/E (TTM): 58.83X Cap: $51.95B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Recognizing size differences, which of these two companies are better value and which do you prefer for growth going forward. Thanks

Upvote 10

Read Answer Asked by Greg on November 06, 2025

• Dollarama Inc. (DOL $184.94)
  • $184.94 P/E (TTM): 40.2X Cap: $51.11B
  • View DOL Profile
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• Celestica Inc. (CLS $451.60)
  • $451.60 P/E (TTM): 58.83X Cap: $51.95B
  • View CLS Profile
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• Thomson Reuters Corporation (TRI $192.99)
  • $192.99 P/E (TTM): 38.79X Cap: $85.85B
  • View TRI Profile
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• TerraVest Industries Inc. (TVK $122.37)
  • $122.37 Cap: $2.65B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $94.75)
  • $94.75 P/E (TTM): 40.61X Cap: $10.92B
  • View ATZ Profile
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  • View Reports on ATZ
• Propel Holdings Inc. (PRL $21.28)
  • $21.28 P/E (TTM): 10.42X Cap: $837M
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Q: I have the following small/mid caps in my portfolio. Can you rate them in term of potential growth in the next 3 years, starting with most preferred to least preferred?
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.

ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK

Upvote 13

Read Answer Asked by Anh on November 05, 2025

• Amphenol Corporation (APH $139.09)
  • $139.09 P/E (TTM): 46.04X Cap: $170.25B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A
• nVent Electric plc (NVT $111.03)
  • $111.03 P/E (TTM): 61.43X Cap: $17.91B
  • View NVT Profile
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• Vertiv Holdings LLC Class A (VRT $179.80)
  • $179.80 P/E (TTM): 69.06X Cap: $68.65B
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• GE Vernova Inc. (GEV $575.13)
  • $575.13 P/E (TTM): 90.86X Cap: $156.56B
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Q: If HPS.A is already owned at a 3.5% weight, would you consider NVT as well? I heard they do somewhat different things but also overlap in certain areas. Both have a global presence and serve various industries. Would you consider these two great choices for continued electrification and data center growth? If you had to consider 1-2 more names, what would they be? Thanks!

Upvote 6

Read Answer Asked by Keith on November 03, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
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• Neo Performance Materials Inc. (NEO $16.81)
  • $16.81 Cap: $683M
  • View NEO Profile
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• Vitalhub Corp. (VHI $10.22)
  • $10.22 P/E (TTM): 120.24X Cap: $573M
  • View VHI Profile
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Q: I hold all three in an RESP that has to be wrapped up in 2026 so will be making larger than usual withdrawals. In what order would you sell and would you buyback in other accounts.

Upvote 6

Read Answer Asked by Brendon on October 29, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
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• EnerSys (ENS $131.98)
  • $131.98 P/E (TTM): 14.76X Cap: $4.87B
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Q: I am debating between adding ENS and HPS.A to my TFSA. They both seem to occupy a different niche in the same industry. Which do you think has a better risk/reward profile?

Upvote 7

Read Answer Asked by Craig on October 28, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
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Q: Would you buy into this frenzy or wait?Thanks Larry

Upvote 8

Read Answer Asked by Larry on October 27, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
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Q: Gentlemen;

Can you comment on the recent earnings report? A very strong reaction to the report this morning.

Upvote 12

Read Answer Asked by Ronald on October 24, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
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Q: Hi 5i,

With this week's pending earnings release, do think the boogeyman - SBC - will rear ist ugly head again? This stock always runs into earnings and drops dramatically. Thx

Upvote 8

Read Answer Asked by Christopher on October 22, 2025

• Celestica Inc. (CLS $451.60)
  • $451.60 P/E (TTM): 58.83X Cap: $51.95B
  • View CLS Profile
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• TerraVest Industries Inc. (TVK $122.37)
  • $122.37 Cap: $2.65B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $94.75)
  • $94.75 P/E (TTM): 40.61X Cap: $10.92B
  • View ATZ Profile
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• WELL Health Technologies Corp. (WELL $4.44)
  • $4.44 Cap: $1.12B
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• Propel Holdings Inc. (PRL $21.28)
  • $21.28 P/E (TTM): 10.42X Cap: $837M
  • View PRL Profile
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Q: Which ones would you add to today?

Upvote 14

Read Answer Asked by Carol on October 21, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A
• Kraken Robotics Inc. (PNG $5.29)
  • $5.29 P/E (TTM): 94.83X Cap: $1.63B
  • View PNG Profile
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• Boyd Group Services Inc. (BYD $213.02)
  • $213.02 P/E (TTM): 415.35X Cap: $4.57B
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Q: Hi,
I have too many small positions with a 1% holding in the stocks listed above. I would like to sell one and increase the holdings of the other 2 stocks. Which one would you sell? No tax implications and want to keep which ever you think has the best outlook going forward.
Thanks
Kerri

Upvote 9

Read Answer Asked by KERRI on October 17, 2025

• Eli Lilly and Company (LLY $924.37)
  • $924.37 P/E (TTM): 45.86X Cap: $873.88B
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• Constellation Software Inc. (CSU $3,385.76)
  • $3,385.76 P/E (TTM): 82.71X Cap: $71.74B
  • View CSU Profile
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• TFI International Inc. (TFII $122.46)
  • $122.46 P/E (TTM): 22.39X Cap: $10.07B
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• Thomson Reuters Corporation (TRI $192.99)
  • $192.99 P/E (TTM): 38.79X Cap: $85.85B
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• goeasy Ltd. (GSY $129.46)
  • $129.46 P/E (TTM): 8.07X Cap: $2.07B
  • View GSY Profile
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  • View Reports on GSY
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A
• Texas Pacific Land Corporation (TPL $981.69)
  • $981.69 P/E (TTM): 50.41X Cap: $22.55B
  • View TPL Profile
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• Murphy USA Inc. (MUSA $363.68)
  • $363.68 P/E (TTM): 15.46X Cap: $6.89B
  • View MUSA Profile
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• Deckers Outdoor Corporation (DECK $81.77)
  • $81.77 P/E (TTM): 12.14X Cap: $11.91B
  • View DECK Profile
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• Propel Holdings Inc. (PRL $21.28)
  • $21.28 P/E (TTM): 10.42X Cap: $837M
  • View PRL Profile
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Q: Good Day,

With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?

It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?

Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?

No need for megacap names, I'm well represented there.

Thanks!

James

Upvote 35

Read Answer Asked by James on October 16, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
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Q: A small portion,p/p $135.22.It has recovered from 1 yr low of $69.29 in April. Buy,Hold or Sell ?.If sell,please recommend a stock. Txs for u usual great views & services

Upvote 8

Read Answer Asked by Peter on October 09, 2025

• Athabasca Oil Corporation (ATH $7.08)
  • $7.08 P/E (TTM): 7.87X Cap: $3.59B
  • View ATH Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.22)
  • $214.22 P/E (TTM): 88.32X Cap: $278.76B
  • View SHOP Profile
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• goeasy Ltd. (GSY $129.46)
  • $129.46 P/E (TTM): 8.07X Cap: $2.07B
  • View GSY Profile
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• TerraVest Industries Inc. (TVK $122.37)
  • $122.37 Cap: $2.65B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A
• Zedcor Inc. (ZDC $6.51)
  • $6.51 P/E (TTM): 408.24X Cap: $685M
  • View ZDC Profile
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• kneat.com inc. (KSI $4.92)
  • $4.92 Cap: $467M
  • View KSI Profile
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• Vitalhub Corp. (VHI $10.22)
  • $10.22 P/E (TTM): 120.24X Cap: $573M
  • View VHI Profile
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• WELL Health Technologies Corp. (WELL $4.44)
  • $4.44 Cap: $1.12B
  • View WELL Profile
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• Zoomd Technologies Ltd. (ZOMD $2.19)
  • $2.19 P/E (TTM): 10.48X Cap: $218M
  • View ZOMD Profile
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• Topicus.com Inc. (TOI $128.76)
  • $128.76 P/E (TTM): 62.95X Cap: $10.76B
  • View TOI Profile
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• Tantalus Systems Holding Inc. (GRID $3.93)
  • $3.93 Cap: $201M
  • View GRID Profile
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• Propel Holdings Inc. (PRL $21.28)
  • $21.28 P/E (TTM): 10.42X Cap: $837M
  • View PRL Profile
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• Lumine Group Inc. (LMN $29.11)
  • $29.11 P/E (TTM): 112.17X Cap: $7.25B
  • View LMN Profile
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Q: Hello Team,

Looking at adding some funds to CAN stocks I already own, are you able to rank these in order from 1 to 14 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!

Upvote 22

Read Answer Asked by Kevin on September 29, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A
• Kraken Robotics Inc. (PNG $5.29)
  • $5.29 P/E (TTM): 94.83X Cap: $1.63B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

Q: Hi guys,

Would you sell HPS.A for PNG?

Thanks,

Jim

Upvote 6

Read Answer Asked by jim on September 26, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A
• Kraken Robotics Inc. (PNG $5.29)
  • $5.29 P/E (TTM): 94.83X Cap: $1.63B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $6.51)
  • $6.51 P/E (TTM): 408.24X Cap: $685M
  • View ZDC Profile
  • View Questions on ZDC

Q: Hello 5i

HPS seems to be in the doldrums and not sure they will recover. I'm thinking of selling full position in HPS and take half position in each of PNG and ZDC. (Both of which I don't currently own)

I have all of them as growth stocks so what's your opinion on this trade idea?

Thanks
Ken

Upvote 12

Read Answer Asked by Kenneth on September 26, 2025

• TFI International Inc. (TFII $122.46)
  • $122.46 P/E (TTM): 22.39X Cap: $10.07B
  • View TFII Profile
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Good Morning

I would like to consolidate my positions in HPS.A and TFII
Option 1 sell TFII and add to HPS.A
Option 2 sell HPS.A and add to TFII
My choice is option 1
What would be your recommendation
Thks for all you do
Marcel

Upvote 4

Read Answer Asked by Marcel on September 24, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.22)
  • $214.22 P/E (TTM): 88.32X Cap: $278.76B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A
• Kraken Robotics Inc. (PNG $5.29)
  • $5.29 P/E (TTM): 94.83X Cap: $1.63B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Galaxy Digital Inc. Class A common stock (GLXY $44.29)
  • $44.29 Cap: $16.66B
  • View GLXY Profile
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Q: Hi, will soon be making two additions to my TFSA. For long term growth, which of these would you choose, and at what buy price? Thanks for your excellent service!

Upvote 29

Read Answer Asked by Lavern on August 29, 2025

• TerraVest Industries Inc. (TVK $122.37)
  • $122.37 Cap: $2.65B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: If only one has to be owned in TFSA would you endorse a switch from HPS.A to TVK?
Thanks.

Upvote 12

Read Answer Asked by Rajiv on August 26, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Looking at adding to my holdings on the pullback. Would you, or would you wait until maybe $105?

Thanks

Upvote 8

Read Answer Asked by Robert on August 22, 2025

• Cipher Pharmaceuticals Inc. (CPH $13.48)
  • $13.48 P/E (TTM): 23.16X Cap: $342M
  • View CPH Profile
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
  • $184.23 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $94.75)
  • $94.75 P/E (TTM): 40.61X Cap: $10.92B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Kraken Robotics Inc. (PNG $5.29)
  • $5.29 P/E (TTM): 94.83X Cap: $1.63B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Tornado Infrastructure Equipment Ltd. (TGH $1.90)
  • $1.90 P/E (TTM): 37.8X Cap: $263M
  • View TGH Profile
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• Zedcor Inc. (ZDC $6.51)
  • $6.51 P/E (TTM): 408.24X Cap: $685M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $4.92)
  • $4.92 Cap: $467M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Vitalhub Corp. (VHI $10.22)
  • $10.22 P/E (TTM): 120.24X Cap: $573M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Biorem Inc. (BRM $2.16)
  • $2.16 P/E (TTM): 12.65X Cap: $34M
  • View BRM Profile
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• Tantalus Systems Holding Inc. (GRID $3.93)
  • $3.93 Cap: $201M
  • View GRID Profile
  • View Questions on GRID
• MDA Space Ltd. (MDA $23.32)
  • $23.32 P/E (TTM): 28.39X Cap: $2.93B
  • View MDA Profile
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• Propel Holdings Inc. (PRL $21.28)
  • $21.28 P/E (TTM): 10.42X Cap: $837M
  • View PRL Profile
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  • View Reports on PRL

Q: Some of my favourite smaller cap stocks. Would appreciate a ranking on 2 fronts. First, please rank from 1 to 12 for the upside potential for the stock price over the next 5 years. Second, please rank from 1 to 12 the downside risk for the stock price over the same time frame. Understood that all are higher than average risk. ATZ, BRM, CPH, GRID, HPS.A, KSI, MDA, PNG, PRL, TGH, VHI, ZDC

Upvote 30

Read Answer Asked by Dan on August 15, 2025