Investment Q&A

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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Q: XPEL continues to struggle, and its share price has dropped another 8% in the last month. They are reporting earnings next week. What does the outlook look like for the company and would you recommend continuing to hold or look to redeploy the cash to a company with better momentum? Thx

Upvote 1

Read Answer Asked by Adam on August 05, 2025

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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• Ulta Beauty Inc. (ULTA $530.63)
  • $530.63 P/E (TTM): 20.57X Cap: $23.99B
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• InMode Ltd. (INMD $14.92)
  • $14.92 Cap: $1.03B
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• Evolution AB ADR (EVVTY)
  • Cap: $19.35B
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Q: ULTA reported yesterday and the share price is down 15%+ today. Is this still a hold? If trying to free up money what order would you sell these 4 names ULTA, XPEL, INMD, EVVTY? Thx

Upvote 2

Read Answer Asked by Adam on March 13, 2025

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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Q: Hello,

Thoughts on XPEL and its current valuation here?

Upvote 1

Read Answer Asked by James on August 12, 2024

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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Q: Opportunity for long term investor?

Upvote 1

Read Answer Asked by Curtis on May 03, 2024

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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• Transdigm Group Incorporated (TDG $1,398.06)
  • $1,398.06 P/E (TTM): 47.68X Cap: $78.61B
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• Arch Capital Group Ltd. (ACGL $91.20)
  • $91.20 P/E (TTM): 9.32X Cap: $34.22B
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• Tyler Technologies Inc. (TYL $556.28)
  • $556.28 P/E (TTM): 78.28X Cap: $24.26B
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• Brown & Brown Inc. (BRO $96.22)
  • $96.22 P/E (TTM): 27.68X Cap: $31.88B
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• Heico Corporation (HEI $318.07)
  • $318.07 P/E (TTM): 77.43X Cap: $44.03B
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Q: In your answer to Judith today, you identified four outstanding Canadian stocks that may develop, over time, to be as good as LMN. Could you identify 4-5 US stocks that have similar characteristics?

Upvote 14

Read Answer Asked by Greg on April 25, 2024

• RB Global Inc. (RBA $157.68)
  • $157.68 P/E (TTM): 57.3X Cap: $29.43B
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• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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• ON Semiconductor Corporation (ON $50.78)
  • $50.78 P/E (TTM): 47.65X Cap: $20.95B
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• Ollie's Bargain Outlet Holdings Inc. (OLLI $131.39)
  • $131.39 P/E (TTM): 40.16X Cap: $8.10B
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• e.l.f. Beauty Inc. (ELF $129.35)
  • $129.35 P/E (TTM): 67.67X Cap: $6.59B
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• Kinsale Capital Group Inc. (KNSL $455.49)
  • $455.49 P/E (TTM): 23.52X Cap: $10.60B
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• SPS Commerce Inc. (SPSC $110.93)
  • $110.93 P/E (TTM): 52.0X Cap: $4.20B
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• Weatherford International plc (WFRD $64.03)
  • $64.03 P/E (TTM): 9.53X Cap: $4.42B
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Q: These names are common top ten holdings in US small cap growth mutual funds. In your opinion, which of these companies look most attractive to start a long term position today?
Thanks

Upvote 0

Read Answer Asked by Curtis on October 30, 2023

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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Q: Have you had time to review the short report from Culper on Xpel. What are your thoughts on their claims and whether this is an opportunity or signs of smoke where there may be more fire? Thx

Upvote 0

Read Answer Asked by Adam on October 20, 2023

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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Q: Do you think there is any truth to the Culper Research report that XPEL's long-time supplier Entrotech has formed a joint venture with PPG, which has integrated protection technology directly into OEM paint?

Upvote 0

Read Answer Asked by sandy on October 20, 2023

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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Q: Hi there, do you think the sell off in XPEL is a buying opportunity? What are your general thoughts on the name and would you rate it a buy, or sell? Thanks!

Upvote 0

Read Answer Asked by Michael on October 13, 2023

• MTY Food Group Inc. (MTY $38.37)
  • $38.37 P/E (TTM): 23.32X Cap: $876M
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• TerraVest Industries Inc. (TVK $145.46)
  • $145.46 Cap: $3.15B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.36)
  • $118.36 P/E (TTM): 17.68X Cap: $1.40B
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• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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• Inventronics Limited (IVX $0.80)
  • $0.80 P/E (TTM): 26.33X Cap: $3M
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• Issuer Direct Corporation (ISDR)
  • Cap: $36M
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• OTC Markets Group Inc - Class A (OTCM $51.75)
  • $51.75 P/E (TTM): 21.74X Cap: $624M
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Q: COULD YOU SUGGEST 5 MICRO AND 5 SMALL CAP STOCKS YOU MIGHT HAVE YOUE EYE ON IN ORDER OF PREFERENCE FOR CANADA AND US
THANKS
JEFF

Upvote 1

Read Answer Asked by JEFF on August 18, 2023

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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Q: XPEL missed 4th quarter 02/27/2023. It came in below estimates of .44. 1st quarter 05/09/2023 estimates are lower being .37. What is your opinion on this stock beating expectations this quarter? Thank you. Your advice is appreciated.

Upvote 0

Read Answer Asked by Dennis on May 02, 2023

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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Q: Hi there,

Can I have your opinion on the following 2 stocks please? Do you think either of them would be a buy at today's prices?

Thanks!

Upvote 0

Read Answer Asked by Michael on March 02, 2023

• iShares Core Canadian Corporate Bond Index ETF (XCB $20.07)
  • $20.07 Cap: $2.25B
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• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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• Five Below Inc. (FIVE $150.03)
  • $150.03 P/E (TTM): 29.77X Cap: $8.26B
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• SVB Financial Group (SIVB)
  • P/E (TTM): 4.2X Cap: $6.27B
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• iShares iBoxx USD Investment Grade Corporate Bond ETF (LQD $110.20)
  • $110.20 Cap: $28.67B
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• Crocs Inc. (CROX $86.29)
  • $86.29 P/E (TTM): 22.91X Cap: $4.73B
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• Cavco Industries Inc. (CVCO $530.38)
  • $530.38 P/E (TTM): 25.1X Cap: $4.11B
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• Fox Factory Holding Corp. (FOXF $28.98)
  • $28.98 Cap: $1.26B
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• TopBuild Corp. (BLD $425.46)
  • $425.46 P/E (TTM): 20.99X Cap: $11.97B
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• Clearfield Inc. (CLFD $33.10)
  • $33.10 Cap: $451M
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• Purpose Credit Opportunities Fund (CROP.U $21.33)
  • $21.33 P/E (TTM): 19.03X Cap: $9M
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Q: Hello,

Regarding your recent blog-very nice one!

Could you provide some stock/bond suggestions
For the examples provided,

-companies expected to grow at 50% over the next year
- solid growth companies
-small cap
-suggested corporate bonds long term.

Thanks very much.

Shyam

Upvote 0

Read Answer Asked by Shyam on October 12, 2022

• Tesla Inc. (TSLA $345.98)
  • $345.98 P/E (TTM): 203.28X Cap: $1.11T
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• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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• Old Dominion Freight Line Inc. (ODFL $149.70)
  • $149.70 P/E (TTM): 28.98X Cap: $32.32B
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• InMode Ltd. (INMD $14.92)
  • $14.92 Cap: $1.03B
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• Celsius Holdings Inc. (CELH $59.69)
  • $59.69 P/E (TTM): 180.52X Cap: $15.41B
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• eXp World Holdings Inc. (EXPI $10.72)
  • $10.72 Cap: $1.69B
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Q: Hey Team, thanks for holding strong during this rough time to be a portfolio manager. I have one ticket to add to the above list that didn't show up in your database, its EVVTY (Evolution Gaming) out of Stockholm. Anyway I consider many of these to be high quality compounders, with strong mgmt teams. Could you rank for me which companies you would add to now? Or if anyones you would avoid, let me know. Thx

Upvote 0

Read Answer Asked by Adam on July 13, 2022

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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• Nautilus Inc. (NLS)
  • Cap: $24M
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• Cerence Inc. (CRNC $10.61)
  • $10.61 Cap: $453M
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• CoreCard Corp Com (INS)
  • P/E (TTM): 41.5X Cap: $349M
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• Educational Development Corporation (EDUC $1.11)
  • $1.11 Cap: $9M
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Q: Thoughts on INS:US, NLS:US, EDUC:US, XPEL:US, CRNC:US and DN:TSE? Buy, sell or hold?

Upvote 0

Read Answer Asked by Colin I on December 24, 2021

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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Q: HI
I have owned Xpel for many years . It has gone up to over $55.00 and has now dropped over 20 % in the the past few days . I also see some insider selling on the stock . What is your opinion on this stock . Should I continue to hold it in my portfolio

Howard

Upvote 0

Read Answer Asked by Howard on February 26, 2021

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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Q: From today's Wall street Journal:
Tesla’s 125-fold increase isn’t even the best gain since it listed. That honor, at least among the top 3,000 stocks in the U.S., goes to Xpel Inc., which makes film to protect car paintwork. It was a penny stock with a market value of a bit more than half a million dollars when Tesla came to market, and has since soared almost 170,000%, leaving Tesla in the dust.

I cringe when I read this. I bought 400,000 shares of this company at less than 15 cents in 2011. Just goes to show you, that it never hurts to hold on to some position. Alas I sold after making a 10 bagger.

Upvote 0

Read Answer Asked by Murray on December 11, 2020

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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Q: I'd like to get your more recent thoughts on a position in XPEL? Fundamentals look pretty good here. Thanks

Upvote 0

Read Answer Asked by Adam on September 24, 2020

• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
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Q: When does Xpel report and what are the expectations?

Upvote 0

Read Answer Asked by David on February 10, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• NVIDIA Corporation (NVDA $180.17)
  • $180.17 P/E (TTM): 58.64X Cap: $4.43T
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• XPEL Inc. (XPEL $37.82)
  • $37.82 P/E (TTM): 21.66X Cap: $1.04B
  • View XPEL Profile
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Q: Hi, can you explain the connection between the Coronavirus and the markets? I’m watching stocks like Photon, Nvidia, and Xpel get hammered (xpel the worst at 12% - I’ve already taken profits so I’m only on house money there at least). I just don’t really understand why people getting sick has such an effect. I’m not trying to be cold, just trying to understand and learn if there’s a way to hedge against it.

Thanks

Upvote 0

Read Answer Asked by david on January 27, 2020