Investment Q&A

• Axon Enterprise Inc. (AXON $743.89)
  • $743.89 P/E (TTM): 179.34X Cap: $57.80B
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• Curtiss-Wright Corporation (CW $497.93)
  • $497.93 P/E (TTM): 43.91X Cap: $18.70B
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• Comfort Systems USA Inc. (FIX $692.15)
  • $692.15 P/E (TTM): 35.73X Cap: $24.53B
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• Construction Partners Inc. (ROAD $93.69)
  • $93.69 P/E (TTM): 81.86X Cap: $5.32B
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• Sterling Infrastructure Inc. (STRL $264.49)
  • $264.49 P/E (TTM): 30.77X Cap: $7.99B
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• IES Holdings Inc. (IESC $337.60)
  • $337.60 P/E (TTM): 39.42X Cap: $6.95B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 60.22X
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• Trane Technologies plc (TT $434.40)
  • $434.40 P/E (TTM): 36.57X Cap: $97.73B
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Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?

Upvote 8

Read Answer Asked by Graeme on April 25, 2025

• Vertiv Holdings LLC Class A (VRT $140.85)
  • $140.85 P/E (TTM): 82.32X Cap: $54.06B
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Q: Can you comment on Vertiv's earnings and the outlook for the stock? Positive market reaciton but how much of that is the market itself generally being up?
Thanks.

Upvote 5

Read Answer Asked by Martin on April 25, 2025

• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
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Q: Announced yesterday that a large holder of WSP is divesting a significant chunk of shares but will still hold a very large position. This is probably rebalancing their portfolio but what impact if any will this have going forward. Price today is down $9.

Upvote 2

Read Answer Asked on April 25, 2025

• Goosehead Insurance Inc. (GSHD $86.73)
  • $86.73 P/E (TTM): 75.19X Cap: $3.21B
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Q: Is there anything from the recent GSHD earnings that impact your outlook for the company?

Upvote 2

Read Answer Asked by Andrew on April 25, 2025

• Vanguard FTSE Emerging Markets ETF (VWO $50.02)
  • $50.02 P/E (TTM): 20.78X Cap: $83.11B
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• Vanguard Total International Stock (VXUS $69.02)
  • $69.02 P/E (TTM): 0.4X Cap: $88.98B
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• Vanguard FTSE Developed Markets ETF (VEA $56.72)
  • $56.72 P/E (TTM): 0.15X Cap: $152.92B
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• Invesco CurrencyShares Euro Trust (FXE $106.77)
  • $106.77 Cap: $548M
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• Invesco CurrencyShares Japanese Yen Trust (FXY $62.65)
  • $62.65 P/E (TTM): 8.43X Cap: $607M
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Q: I would like to hedge my US Investments from a falling US dollar. I have USD cash to deploy and I am looking at IGOV the IShares International Treasury Bond ETF and BWX the SPDR Bloomberg International Treasury Bond ETF. What do you think of these ETF's as hedges to the USD, and do you have any alternative solutions? Thank you for your assistance.

Upvote 3

Read Answer Asked by John on April 25, 2025

• TFI International Inc. (TFII $117.35)
  • $117.35 P/E (TTM): 19.83X Cap: $9.85B
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Q: Very curious about your response yesterday on TFI International when you stated "Backhaul is really bad, but this is also a tariff situation (nothing is coming back to Canada)." What would these truckers normally haul back to Canada i.e. industrial or consumer products? Just curious if the Canadian sentiment to avoid buying US goods is having an impact.

Upvote 4

Read Answer Asked by Brendon on April 25, 2025

• QUALCOMM Incorporated (QCOM $147.83)
  • $147.83 P/E (TTM): 14.32X Cap: $159.89B
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• Corning Incorporated (GLW $63.40)
  • $63.40 P/E (TTM): 119.33X Cap: $53.14B
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• International Business Machines Corporation (IBM $250.83)
  • $250.83 P/E (TTM): 42.89X Cap: $232.92B
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Q: For a 4% total allocation to an income portfolio, would you own both GLW and IBM or just one? Or is there some other name you prefer?

Upvote 3

Read Answer Asked by Gregory on April 25, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.63)
  • $131.63 P/E (TTM): 17.18X Cap: $29.53B
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• Dollarama Inc. (DOL $189.67)
  • $189.67 P/E (TTM): 43.3X Cap: $52.58B
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• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
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• TerraVest Industries Inc. (TVK $167.03)
  • $167.03 P/E (TTM): 41.76X Cap: $3.25B
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• Endeavour Mining plc Ordinary Shares (EDV $42.21)
  • $42.21 Cap: $10.20B
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• Celestica Inc. (CLS $200.85)
  • $200.85 P/E (TTM): 43.72X Cap: $22.39B
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• Sun Life Financial Inc. (SLF $60.91)
  • $60.91 P/E (TTM): 15.23X Cap: $34.31B
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• MDA Space Ltd. (MDA $45.93)
  • $45.93 P/E (TTM): 58.88X Cap: $5.63B
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Q: I have some money to invest. Could you please let me know, in order of best stocks to buy.

Upvote 18

Read Answer Asked by Dorothy on April 25, 2025

Q: Hello! What is your opinion of CanFirst investing? Looks a bit too good to be true.

Upvote 1

Read Answer Asked by Lynn on April 25, 2025

• Aecon Group Inc. (ARE $19.34)
  • $19.34 Cap: $1.21B
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Q: With Aecon being down roughly 50% in the last 3 months do you it’s a buy here and do you see any further downside,your thoughts on the company…Thanks

Upvote 2

Read Answer Asked by Greg on April 25, 2025

• Berkshire Hathaway Inc. (BRK.B $456.29)
  • $456.29 P/E (TTM): 12.6X Cap: $1.02T
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• Berkshire Hathaway CDR (CAD Hedged) (BRK $35.04)
  • $35.04 P/E (TTM): 11.46X Cap: $1.41T
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Q: I am living in Canada now, and using $CAD most of the time. Due to the Tariff, I worry about the USD will be weak and CAD may become stronger in further. Therefore, I would like to sell 1/3 of BRK.B and covert to all CAD. Also, what kind of Canadian stocks should I buy, which able to have better return like BRK.B? Also, do you think the BRK.B is still able to strong under the Tariff situation. Would you please kindly advise.

Upvote 9

Read Answer Asked by kwokwai on April 25, 2025

• Canadian National Railway Company (CNR $128.04)
  • $128.04 P/E (TTM): 17.64X Cap: $79.92B
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Q: Would you be picking up cnr right now and if so what would be an optimal price?
Steve

Upvote 7

Read Answer Asked by steven on April 25, 2025

• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
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Q: Please advise if this is a buy, hold or sell after earnings.
Thanks

Upvote 7

Read Answer Asked by Rick on April 25, 2025

• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
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Q: Has there been any indication as to when BNS May next increase their dividend? I believe they did not increase it in 2024. Your best guess on such an increase?

Upvote 5

Read Answer Asked by Mark on April 25, 2025

• TFI International Inc. (TFII $117.35)
  • $117.35 P/E (TTM): 19.83X Cap: $9.85B
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Q: I was expecting TFII to have a rough day today after missing their target numbers. But it's up (nice surprise), What's happening? How did the call go. Were there some encouraging developments discussed?

Upvote 6

Read Answer Asked on April 24, 2025

Q: Thoughts on Jerash Holdings, too risky in this economic environment and with tariffs?

Upvote 1

Read Answer Asked by Craig on April 24, 2025

• Vitalhub Corp. (VHI $13.53)
  • $13.53 P/E (TTM): 300.67X Cap: $754M
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• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
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• Galaxy Digital Inc. Class A common stock (GLXY $37.08)
  • $37.08 Cap: $12.85B
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• Propel Holdings Inc. (PRL $34.65)
  • $34.65 P/E (TTM): 17.69X Cap: $1.34B
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Q: I'm thinking of exiting WELL for something that will be growthier if the markets continue to recover. I have VHI, GLXY and PRL in the Canadian side of my TFSA. Can you suggest a Canadian Growthy stock regardless of sector?
Thanks!

Upvote 14

Read Answer Asked by Kim on April 24, 2025

• FirstService Corporation (FSV $269.98)
  • $269.98 P/E (TTM): 68.2X Cap: $12.26B
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• TFI International Inc. (TFII $117.35)
  • $117.35 P/E (TTM): 19.83X Cap: $9.85B
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Q: May I have your comments on earnings for First Service and TFI please?

Upvote 7

Read Answer Asked by Margot on April 24, 2025

• Lumine Group Inc. (LMN $52.11)
  • $52.11 Cap: $13.37B
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Q: Q : Hello 5i team

Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?

Thanks

Upvote 7

Read Answer Asked by Charles on April 24, 2025

• McCoy Global Inc. (MCB $3.58)
  • $3.58 P/E (TTM): 11.74X Cap: $97M
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Q: Clearly yesterday's announcement of the commercialization of their smarTR(TM) along with landing a significant contract was exceptionally well received by the market. As always, would appreciate your analysis.

Upvote 3

Read Answer Asked by karl on April 24, 2025