Investment Q&A

• Alphabet Inc. (GOOG $311.16)
  • $311.16 P/E (TTM): 28.83X Cap: $3.78T
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• Sun Life Financial Inc. (SLF $89.40)
  • $89.40 P/E (TTM): 22.12X Cap: $49.53B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $59.82)
  • $59.82 P/E (TTM): 88.8X Cap: $139.65B
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Q: Why is their Share based compensation (SBC) so impactful and visible in the results? Is it because of the size of the company and revenue? Other companies I am sure has SBC but I rarely see it as a top headline item in earning press release.

Upvote 5

Read Answer Asked by Sal on October 31, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
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Q: Hi gang, first thanks for answering earlier question on Hammond.

My question is if you had a chance to listen on CC this am, and if there were and questions on this SBC impact? It really seams to add volatility to the stock, good results, great share price appreciation, then we get hit with this negative SBC. It looks like they are investing in growth, 20 million to upgrade facilities, but this will come with bigger employee growth.

Thx

Upvote 6

Read Answer Asked by Christopher on October 31, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
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• Super Micro Computer Inc. (SMCI $32.37)
  • $32.37 P/E (TTM): 22.58X Cap: $19.33B
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Q: Your thoughts on SMCI and HPS-A after the news and drop today? SMCI seems like they have issues to deal with...would you intiate a new position in either at this point? Thanks in advance.

Upvote 9

Read Answer Asked by K on October 30, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
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Q: Can you please comment on the Earnings release.

How is the growth trajectory, in your view ?
When would share based compensation not be material to earnings, in your view ?

Thank You

Upvote 21

Read Answer Asked by rajeev on October 30, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
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Q: Hello

Could you please provide the street estimates for Today's Earnings release.

Thank You

Upvote 5

Read Answer Asked by rajeev on October 29, 2024

• TerraVest Industries Inc. (TVK $147.07)
  • $147.07 Cap: $3.45B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
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  • View Questions on HPS.A
• Galaxy Digital Inc. Class A common stock (GLXY $28.06)
  • $28.06 Cap: $11.70B
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• CrowdStrike Holdings Inc. (CRWD $370.57)
  • $370.57 Cap: $96.07B
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• Vertiv Holdings LLC Class A (VRT $254.28)
  • $254.28 P/E (TTM): 92.61X Cap: $99.18B
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• Cellebrite DI Ltd. (CLBT $13.34)
  • $13.34 Cap: $3.29B
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• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $853M
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• Brookfield Corporation Class A Limited (BN $43.84)
  • $43.84 P/E (TTM): 88.8X Cap: $102.11B
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• TransMedics Group Inc. (TMDX $144.96)
  • $144.96 P/E (TTM): 54.29X Cap: $4.61B
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Q: Hi,

How would you rank these companies based on risk adjusted returns and where they are currently trading? I currently have positions in all and looking to add.

Thank you!

Upvote 24

Read Answer Asked by Keith on October 25, 2024

• Descartes Systems Group Inc. (The) (DSG $90.22)
  • $90.22 P/E (TTM): 37.49X Cap: $7.98B
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• TerraVest Industries Inc. (TVK $147.07)
  • $147.07 Cap: $3.45B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• Lumine Group Inc. (LMN $21.23)
  • $21.23 P/E (TTM): 74.82X Cap: $5.70B
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Q: Hi team,

What are you favorite mid cap compounders in the Canadian market right now and why?

Thanks

Upvote 26

Read Answer Asked by Keith on October 23, 2024

• goeasy Ltd. (GSY $107.38)
  • $107.38 P/E (TTM): 7.89X Cap: $1.76B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $853M
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• Brookfield Corporation Class A Limited Voting Shares (BN $59.82)
  • $59.82 P/E (TTM): 88.8X Cap: $139.65B
  • View BN Profile
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Q: Hi team;
Any reason for the weakness in Canadian names today ? Namely the mentioned names for example, especially Gsy? Gsy down 10% in 2 days seems a bit drastic. Is there concern here or a bit the dip opportunity?

Thanks ,
Shane

Upvote 8

Read Answer Asked by Shane on October 22, 2024

• TerraVest Industries Inc. (TVK $147.07)
  • $147.07 Cap: $3.45B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• Celsius Holdings Inc. (CELH $53.61)
  • $53.61 P/E (TTM): 447.45X Cap: $13.95B
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• Cellebrite DI Ltd. (CLBT $13.34)
  • $13.34 Cap: $3.29B
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• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $853M
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• TransMedics Group Inc. (TMDX $144.96)
  • $144.96 P/E (TTM): 54.29X Cap: $4.61B
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Q: What are you three top small caps for US and Canada for long term appreciation. Thank you for your wonderful service.

Upvote 25

Read Answer Asked by Geoff on October 22, 2024

• Enbridge Inc. (ENB $72.47)
  • $72.47 P/E (TTM): 27.44X Cap: $155.92B
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• Canadian Natural Resources Limited (CNQ $59.67)
  • $59.67 P/E (TTM): 18.3X Cap: $122.79B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.76)
  • $99.76 P/E (TTM): 13.09X Cap: $21.52B
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• Celestica Inc. (CLS $378.78)
  • $378.78 P/E (TTM): 49.65X Cap: $43.90B
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• TMX Group Limited (X $46.01)
  • $46.01 P/E (TTM): 31.09X Cap: $13.20B
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• Toromont Industries Ltd. (TIH $211.70)
  • $211.70 P/E (TTM): 33.34X Cap: $17.25B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.36)
  • $61.36 P/E (TTM): 32.77X Cap: $4.41B
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• iShares S&P/TSX 60 Index ETF (XIU $49.71)
  • $49.71 P/E (TTM): 18.08X Cap: $21.36B
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• Vanguard S&P 500 Index ETF (VFV $166.62)
  • $166.62 P/E (TTM): 26.01X Cap: $28.53B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.75)
  • $105.75 Cap: $2.34B
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• Hydro One Limited (H $58.62)
  • $58.62 P/E (TTM): 26.6X Cap: $34.76B
  • View H Profile
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• TerraVest Industries Inc. (TVK $147.07)
  • $147.07 Cap: $3.45B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• Canoe EIT Income Fund (EIT.UN $17.19)
  • $17.19 P/E (TTM): 17.26X Cap: $2.71B
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• Boyd Group Services Inc. (BYD $238.09)
  • $238.09 P/E (TTM): 234.31X Cap: $6.70B
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• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $853M
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• Brookfield Corporation Class A Limited Voting Shares (BN $59.82)
  • $59.82 P/E (TTM): 88.8X Cap: $139.65B
  • View BN Profile
  • View Questions on BN

Q: Hello Peter and Team. I am about to open a new TFSA account with almost 100K. Time frame of 5-8 years. Could you please recommend 4-6 growth/income stocks with 1or 2 ETF’s?

I was thinking BN, VFV, EIT.UN, TVK. Any other recommendations would be appreciated. Thanks for the amazing service. Brian

Upvote 39

Read Answer Asked by Brian on October 18, 2024

• Celestica Inc. (CLS $378.78)
  • $378.78 P/E (TTM): 49.65X Cap: $43.90B
  • View CLS Profile
  • View Questions on CLS
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• Lumine Group Inc. (LMN $21.23)
  • $21.23 P/E (TTM): 74.82X Cap: $5.70B
  • View LMN Profile
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  • View Reports on LMN

Q: I plan to buy 1 or 2 of the subject stocks in a TFSA for a term hold (5 years or more unless something changes). I see each of these stocks as medium risk with good growth rates. Would you agree with my risk assessment? Please rank in your view of highest to lowest potential growth rates.

Upvote 15

Read Answer Asked by Brendon on October 17, 2024

• Celestica Inc. (CLS $378.78)
  • $378.78 P/E (TTM): 49.65X Cap: $43.90B
  • View CLS Profile
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• goeasy Ltd. (GSY $107.38)
  • $107.38 P/E (TTM): 7.89X Cap: $1.76B
  • View GSY Profile
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  • View Reports on GSY
• TerraVest Industries Inc. (TVK $147.07)
  • $147.07 Cap: $3.45B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• ADF Group Inc. Subordinate Voting Shares (DRX $10.49)
  • $10.49 P/E (TTM): 10.28X Cap: $301M
  • View DRX Profile
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• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $853M
  • View PRL Profile
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  • View Reports on PRL
• Brookfield Corporation Class A Limited Voting Shares (BN $59.82)
  • $59.82 P/E (TTM): 88.8X Cap: $139.65B
  • View BN Profile
  • View Questions on BN

Q: Greetings 5i team,
I hold these seven companies in my TFSA in roughly equal amounts. I would like to add WELL to my TFSA. Would it be wise to shave a bit from all of the companies listed in order to do so?
Or, do you see a better solution to achieve this (ie. SELL one / two of the other positions in favour of WELL)?
Thank you as always.
SP

Upvote 13

Read Answer Asked by Steve on October 17, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Hello

In just 2 days of trading, this week, stock has dropped from $152 to $136, on no news !
Any thoughts or concerns ?

Thank You

Upvote 5

Read Answer Asked by rajeev on October 17, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Hi

Do you think that the spat with India is the cause of the share price drop?

Thank you

Mike

Upvote 4

Read Answer Asked by Mike on October 17, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: What is a good entry level for HPS?
Thanks,Terry

Upvote 19

Read Answer Asked by Terry on October 07, 2024

• Celestica Inc. (CLS $378.78)
  • $378.78 P/E (TTM): 49.65X Cap: $43.90B
  • View CLS Profile
  • View Questions on CLS
• goeasy Ltd. (GSY $107.38)
  • $107.38 P/E (TTM): 7.89X Cap: $1.76B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• TerraVest Industries Inc. (TVK $147.07)
  • $147.07 Cap: $3.45B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• TECSYS Inc. (TCS $25.21)
  • $25.21 P/E (TTM): 68.22X Cap: $374M
  • View TCS Profile
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  • View Reports on TCS
• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $853M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hello, from your growth portfolio, what would be your current ranking in order of purchase please?

Upvote 19

Read Answer Asked by Liliane on September 30, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.76)
  • $99.76 P/E (TTM): 13.09X Cap: $21.52B
  • View GIB.A Profile
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  • View Reports on GIB.A
• BRP Inc. Subordinate Voting Shares (DOO $100.01)
  • $100.01 Cap: $7.78B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: I am going to reduce my position in DOO and top up either HPS.A or GIB.A.
Which would you choose and why?
Thanks again. ram

Upvote 6

Read Answer Asked by Ray on September 26, 2024

• Descartes Systems Group Inc. (The) (DSG $90.22)
  • $90.22 P/E (TTM): 37.49X Cap: $7.98B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Toromont Industries Ltd. (TIH $211.70)
  • $211.70 P/E (TTM): 33.34X Cap: $17.25B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• goeasy Ltd. (GSY $107.38)
  • $107.38 P/E (TTM): 7.89X Cap: $1.76B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• TerraVest Industries Inc. (TVK $147.07)
  • $147.07 Cap: $3.45B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• EQB Inc. (EQB $115.32)
  • $115.32 P/E (TTM): 17.76X Cap: $4.25B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• TECSYS Inc. (TCS $25.21)
  • $25.21 P/E (TTM): 68.22X Cap: $374M
  • View TCS Profile
  • View Questions on TCS
  • View Reports on TCS
• Trisura Group Ltd. (TSU $46.66)
  • $46.66 P/E (TTM): 17.76X Cap: $2.18B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Boyd Group Services Inc. (BYD $238.09)
  • $238.09 P/E (TTM): 234.31X Cap: $6.70B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $853M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi 5i team,

What would be your current 5 best (highest conviction) buys in each of the following categories please.
1. small cap
2. mid cap
Hold target is 3-10 years or longer.
I prefer these categories as they seem to have the most torque (in the right environment) albeit also the most risk.


Cheers,
Steve

Upvote 51

Read Answer Asked by Stephen on September 25, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Hello 5i
How do you feel about the HPS bought deal?
Logical? Good opportunity to add to a position?
Thank you
Dave

Upvote 9

Read Answer Asked by Dave on September 25, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: What do you think of their acquisition announcement today?

Upvote 7

Read Answer Asked by Edna on September 23, 2024