Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $331.48)
  • $331.48 P/E (TTM): 22.36X Cap: $12.99B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.06)
  • $54.06 P/E (TTM): 18.27X Cap: $26.27B
  • View XIC Profile
  • View Questions on XIC
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.74)
  • $60.74 P/E (TTM): 32.77X Cap: $4.36B
  • View XQQ Profile
  • View Questions on XQQ
• Vanguard S&P 500 Index ETF (VFV $165.66)
  • $165.66 P/E (TTM): 26.01X Cap: $28.14B
  • View VFV Profile
  • View Questions on VFV
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.72)
  • $104.72 Cap: $2.31B
  • View VGG Profile
  • View Questions on VGG
• Brookfield Corporation Class A Limited Voting Shares (BN $58.81)
  • $58.81 P/E (TTM): 88.54X Cap: $132.04B
  • View BN Profile
  • View Questions on BN
• Lumine Group Inc. (LMN $21.07)
  • $21.07 P/E (TTM): 80.91X Cap: $5.40B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I look after a RESP for my grandchildren and I have IWO, VFV, VGG, at equal weight. XIC, XQQ at a lower weight and only 2 stocks BN and LMN. Is there any more ETF that you would recommend to go with the ones I currently own? What 2 stocks would you recommend as well? The funds are not needed for 10 years,

Thanks

Upvote 9

Read Answer Asked on August 02, 2024

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: Were the earnings good enough to get this stock moving? They did miss.

Upvote 3

Read Answer Asked by Helen on August 02, 2024

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: Hi,

Can you comment on Parkland’s earnings?

Upvote 3

Read Answer Asked by Peter on August 02, 2024

• Parex Resources Inc. (PXT $22.08)
  • $22.08 P/E (TTM): 14.19X Cap: $2.12B
  • View PXT Profile
  • View Questions on PXT

Q: there were some disappointing drilling results this quarter, and the stock is getting pounded. They are hoping for production this year to be in the bottom end of their guidance. Do you still see PXT as a hold? I bought this stock thinking it wa a growth company, but what are their prospects for future growth? Also, they bought back shares at an average price of $22, do you think they will continue to buy back many shares?

Upvote 4

Read Answer Asked by arnold on August 02, 2024

• Fastenal Company (FAST $46.23)
  • $46.23 P/E (TTM): 42.12X Cap: $53.08B
  • View FAST Profile
  • View Questions on FAST
• Waters Corporation (WAT $312.14)
  • $312.14 P/E (TTM): 28.55X Cap: $30.62B
  • View WAT Profile
  • View Questions on WAT
• Exxon Mobil Corporation (XOM $151.83)
  • $151.83 P/E (TTM): 23.02X Cap: $632.63B
  • View XOM Profile
  • View Questions on XOM
• Hilton Worldwide Holdings Inc. (HLT $305.94)
  • $305.94 P/E (TTM): 49.8X Cap: $70.14B
  • View HLT Profile
  • View Questions on HLT
• Vistra Corp. (VST $161.70)
  • $161.70 P/E (TTM): 76.14X Cap: $54.48B
  • View VST Profile
  • View Questions on VST

Q: Insider Buying Thx for the your latest article 5 Long term rules. With regards to the insider buying rule are there any companies at present that you see with significant insider buying ? Thx for all your support.

Upvote 1

Read Answer Asked by blake on August 02, 2024

• Topicus.com Inc. (TOI $100.51)
  • $100.51 P/E (TTM): 287.95X Cap: $12.92B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Could you please comment on the earnings release for Topicus. Thank You

Upvote 11

Read Answer Asked by rajeev on August 02, 2024

• NexGen Energy Ltd. (NXE $16.86)
  • $16.86 Cap: $11.03B
  • View NXE Profile
  • View Questions on NXE
• Cameco Corporation (CCO $161.02)
  • $161.02 P/E (TTM): 142.07X Cap: $70.12B
  • View CCO Profile
  • View Questions on CCO
• Constellation Energy Corporation (CEG $324.87)
  • $324.87 P/E (TTM): 44.21X Cap: $117.59B
  • View CEG Profile
  • View Questions on CEG
• Global X Uranium ETF (URA $52.00)
  • $52.00 P/E (TTM): 60.84X Cap: $7.27B
  • View URA Profile
  • View Questions on URA

Q: Many companies stand to benefit from the rise of nuclear energy. Is this a good time to invest (long term) in such companies? I am especially interested in the risk-reward profile of the following: Cameco(CCJ), Constellation Energy(CEG), Centrus Energy(LEU) and NexGen Energy(NEX). Are there others that you prefer (Canadian or U.S.)? Or do you believe an ETF focused on uranium/nuclear energy would be a better investment at this time? Thanks for your help. You provide a great service!

Upvote 3

Read Answer Asked by Camille on August 02, 2024

Q: Your take on the markets meltdown today (Aug. 1) would be appreciated.

Upvote 16

Read Answer Asked by Ken on August 02, 2024

• Energulf Resources (ENG)
  • View ENG Profile
  • View Questions on ENG
• Apple Inc. (AAPL $263.75)
  • $263.75 P/E (TTM): 33.51X Cap: $3.87T
  • View AAPL Profile
  • View Questions on AAPL
• Costco Wholesale Corporation (COST $1,007.77)
  • $1,007.77 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Meta Platforms Inc. (META $655.08)
  • $655.08 P/E (TTM): 27.82X Cap: $1.65T
  • View META Profile
  • View Questions on META
• Microsoft Corporation (MSFT $403.93)
  • $403.93 P/E (TTM): 24.92X Cap: $2.99T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $180.05)
  • $180.05 P/E (TTM): 37.24X Cap: $4.37T
  • View NVDA Profile
  • View Questions on NVDA
• Eli Lilly and Company (LLY $1,007.73)
  • $1,007.73 P/E (TTM): 44.36X Cap: $950.64B
  • View LLY Profile
  • View Questions on LLY
• Walmart Inc. (WMT $127.91)
  • $127.91 Cap: $1.01T
  • View WMT Profile
  • View Questions on WMT
• Zoetis Inc. Class A (ZTS $125.93)
  • $125.93 P/E (TTM): 21.42X Cap: $53.15B
  • View ZTS Profile
  • View Questions on ZTS
• Loblaw Companies Limited (L $63.24)
  • $63.24 P/E (TTM): 12.17X Cap: $74.31B
  • View L Profile
  • View Questions on L
• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,339.66)
  • $2,339.66 P/E (TTM): 7.99X Cap: $49.90B
  • View FFH Profile
  • View Questions on FFH
• Constellation Software Inc. (CSU $2,693.13)
  • $2,693.13 P/E (TTM): 60.17X Cap: $57.07B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Tourmaline Oil Corp. (TOU $66.09)
  • $66.09 P/E (TTM): 18.41X Cap: $25.57B
  • View TOU Profile
  • View Questions on TOU
• WSP Global Inc. (WSP $235.00)
  • $235.00 P/E (TTM): 31.5X Cap: $31.68B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TFI International Inc. (TFII $162.02)
  • $162.02 P/E (TTM): 42.01X Cap: $13.31B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.67)
  • $166.67 P/E (TTM): 129.35X Cap: $217.35B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $106.06)
  • $106.06 P/E (TTM): 7.73X Cap: $1.70B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• iShares Russell 2000 Growth ETF (IWO $331.48)
  • $331.48 P/E (TTM): 22.36X Cap: $12.99B
  • View IWO Profile
  • View Questions on IWO
• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $37.43)
  • $37.43 P/E (TTM): 12.07X Cap: $389M
  • View ZUB Profile
  • View Questions on ZUB
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $187.17)
  • $187.17 P/E (TTM): 29.5X Cap: $2.22B
  • View HPS.A Profile
  • View Questions on HPS.A
• INVESCO QQQ Trust (QQQ $601.58)
  • $601.58 P/E (TTM): 30.22X Cap: $391.17B
  • View QQQ Profile
  • View Questions on QQQ
• Topicus.com Inc. (TOI $100.51)
  • $100.51 P/E (TTM): 287.95X Cap: $12.92B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• ARCpoint Inc. (ARC $0.01)
  • View ARC Profile
  • View Questions on ARC
• Brookfield Corporation Class A Limited Voting Shares (BN $58.81)
  • $58.81 P/E (TTM): 88.54X Cap: $132.04B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $63.64)
  • $63.64 P/E (TTM): 30.05X Cap: $104.25B
  • View BAM Profile
  • View Questions on BAM
• Lumine Group Inc. (LMN $21.07)
  • $21.07 P/E (TTM): 80.91X Cap: $5.40B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in

also what your general thoughts (short comment will suffice) on the markets going fwd

Upvote 14

Read Answer Asked by Terence on August 02, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $28.25)
  • $28.25 Cap: $11.03B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Thoughts on the quarter? Stock down about 13% (on a down day in the markets). Over done?

Thanks

Dave

Upvote 5

Read Answer Asked by David on August 01, 2024

• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.16X
  • View STLC Profile
  • View Questions on STLC
• Cleveland-Cliffs Inc. (CLF $11.08)
  • $11.08 Cap: $6.31B
  • View CLF Profile
  • View Questions on CLF

Q: I saw your answer from a couple of weeks ago suggesting to hold Stelco but with earnings approaching in less than a week would you advise me to hold or sell half of my position in Stelco? It has become a large position of approx. 10% with the latest price movement. Thanks in advance.

Upvote 1

Read Answer Asked by Blake on August 01, 2024

• Capstone Copper Corp. (CS $12.29)
  • $12.29 P/E (TTM): 25.25X Cap: $9.38B
  • View CS Profile
  • View Questions on CS

Q: Good evening,
Could you please offer your opinion after their most recent update. Could anticipated future financings cap the stock for a while?


Thank you.

Upvote 4

Read Answer Asked by Brad on August 01, 2024

• Meta Platforms Inc. (META $655.08)
  • $655.08 P/E (TTM): 27.82X Cap: $1.65T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $303.56)
  • $303.56 P/E (TTM): 28.34X Cap: $3.70T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $403.93)
  • $403.93 P/E (TTM): 24.92X Cap: $2.99T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $180.05)
  • $180.05 P/E (TTM): 37.24X Cap: $4.37T
  • View NVDA Profile
  • View Questions on NVDA
• Tenable Holdings Inc. (TENB $19.96)
  • $19.96 Cap: $2.29B
  • View TENB Profile
  • View Questions on TENB
• Axon Enterprise Inc. (AXON $579.09)
  • $579.09 P/E (TTM): 378.82X Cap: $46.55B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $54.17)
  • $54.17 P/E (TTM): 40.71X Cap: $1.93B
  • View CECO Profile
  • View Questions on CECO
• Comfort Systems USA Inc. (FIX $1,391.16)
  • $1,391.16 P/E (TTM): 49.77X Cap: $48.93B
  • View FIX Profile
  • View Questions on FIX
• SPS Commerce Inc. (SPSC $59.99)
  • $59.99 P/E (TTM): 23.74X Cap: $2.24B
  • View SPSC Profile
  • View Questions on SPSC
• Cellebrite DI Ltd. (CLBT $13.75)
  • $13.75 Cap: $3.29B
  • View CLBT Profile
  • View Questions on CLBT

Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!

Upvote 8

Read Answer Asked by Rob on August 01, 2024

• Celestica Inc. (CLS $351.23)
  • $351.23 P/E (TTM): 44.59X Cap: $40.38B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $140.85)
  • $140.85 Cap: $3.05B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $187.17)
  • $187.17 P/E (TTM): 29.5X Cap: $2.22B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: What would be your best 3 Canadian growth companies for the next 3 years, regardless of category?

Upvote 29

Read Answer Asked by Lucy on August 01, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $26.03)
  • $26.03 P/E (TTM): 11.7X
  • View ZWB Profile
  • View Questions on ZWB
• Hamilton Enhanced Canadian Bank ETF (HCAL $38.48)
  • $38.48 P/E (TTM): 15.2X Cap: $829M
  • View HCAL Profile
  • View Questions on HCAL

Q: In your opinion, pls. recommend the best covered call, Cdn. bank ETF.

Thank You

Upvote 3

Read Answer Asked by Joseph on August 01, 2024

• Vanguard S&P 500 Index ETF (VFV $165.66)
  • $165.66 P/E (TTM): 26.01X Cap: $28.14B
  • View VFV Profile
  • View Questions on VFV
• State Street SPDR S&P 500 ETF Trust (SPY $680.33)
  • $680.33 P/E (TTM): 26.17X Cap: $692.15B
  • View SPY Profile
  • View Questions on SPY

Q: Question about discrepancy in price action between these two SP500 index ETFs.

As of 10:50 AM, SPY is up 1.45% while VFV is up 1.23%, lagging SPY by 22 basis points.

What explains the discrepancy in price action between these two very liquid funds? For index funds such as these, is there a mechanism that exists to correct and adjust these funds to the actual price movement of their indexes? Especially when it comes to VFV.

Thank you for your excellent service.

Upvote 1

Read Answer Asked by Karim on August 01, 2024

• Boardwalk Real Estate Investment Trust (BEI.UN $66.06)
  • $66.06 P/E (TTM): 16.14X Cap: $3.49B
  • View BEI.UN Profile
  • View Questions on BEI.UN

Q: Can I get your take on boardwalks quarter and compared to consensus? How is the valuation and compared to peers thanks

Upvote 1

Read Answer Asked by Scott on August 01, 2024

• ATS Corporation (ATS $44.06)
  • $44.06 Cap: $4.32B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Comfort Systems USA Inc. (FIX $1,391.16)
  • $1,391.16 P/E (TTM): 49.77X Cap: $48.93B
  • View FIX Profile
  • View Questions on FIX
• Heico Corporation (HEI $326.71)
  • $326.71 P/E (TTM): 65.07X Cap: $45.58B
  • View HEI Profile
  • View Questions on HEI
• Jacobs Solutions Inc. (J $138.88)
  • $138.88 P/E (TTM): 38.62X Cap: $16.30B
  • View J Profile
  • View Questions on J
• TFI International Inc - Ordinary Shares (TFII $118.48)
  • $118.48 P/E (TTM): 42.01X Cap: $9.73B
  • View TFII Profile
  • View Questions on TFII

Q: I am down about 23% on a small position in ATS. If I decide to sell it for a tax loss, what are 2 or 3 US growth oriented industrial stocks to investigate as a replacement?

Upvote 9

Read Answer Asked by Lawrence on August 01, 2024

• Surge Energy Inc. (SGY $8.25)
  • $8.25 P/E (TTM): 21.05X Cap: $816M
  • View SGY Profile
  • View Questions on SGY

Q: Your thoughts please on the quarter. When I read the press release it reinforces what Peter just wrote about in his blog about salespeople promoting their company.

Thx

Upvote 4

Read Answer Asked by blake on August 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $100.18)
  • $100.18 P/E (TTM): 13.28X Cap: $21.51B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Trisura Group Ltd. (TSU $46.35)
  • $46.35 P/E (TTM): 15.67X Cap: $2.20B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Planning on topping up one of these - which would you choose and why?
Much appreciated ram

Upvote 2

Read Answer Asked by Ray on August 01, 2024