Investment Q&A

• goeasy Ltd. (GSY $209.64)
  • $209.64 P/E (TTM): 12.3X Cap: $3.36B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.09)
  • $118.09 P/E (TTM): 17.56X Cap: $1.40B
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• Propel Holdings Inc. (PRL $32.48)
  • $32.48 P/E (TTM): 15.29X Cap: $1.26B
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.97)
  • $89.97 P/E (TTM): 153.91X Cap: $134.58B
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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

• HSBC Holdings (HSBC.21)
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Q: Hi to everyone at 5i. I am interested in HSBC Holdings plc (US). Is this stock a buy, sell, hold or avoid like the plague? I am interested in your opinion. Thanks.

Upvote 1

Read Answer Asked by Mike on October 22, 2024

• Suncor Energy Inc. (SU $55.96)
  • $55.96 P/E (TTM): 11.86X Cap: $67.89B
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Q: Elliott sees more upside at Suncor, almost doubles stake to nearly $3 billion.

Do you agree?

Thank you.

Upvote 4

Read Answer Asked by Ross on October 22, 2024

Q: Which 3 commodities do you favor in order?

Upvote 8

Read Answer Asked by Gary on October 22, 2024

• goeasy Ltd. (GSY $209.64)
  • $209.64 P/E (TTM): 12.3X Cap: $3.36B
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Q: Would you start a position after the steep drop today?

Upvote 6

Read Answer Asked by Jordan on October 22, 2024

• TransMedics Group Inc. (TMDX $114.97)
  • $114.97 P/E (TTM): 86.6X Cap: $3.91B
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Q: I have noticed that 5i has been recommending TMDX, a USA traded stock, lately when asked for USA picks, but surprisingly no one at 5i owns the stock. I don’t believe I ever seen this occur before. My experience has been that 5i puts their money where their mouth is but you haven’t in this instance…why?

Upvote 4

Read Answer Asked by Geoffrey on October 22, 2024

• AST SpaceMobile Inc. (ASTS $50.01)
  • $50.01 Cap: $17.92B
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Q: Can you give you opinion on AST SpaceMobile? It's up substantially since the last question about it in May. Thanks.

Upvote 1

Read Answer Asked by Martin on October 22, 2024

• TerraVest Industries Inc. (TVK $143.30)
  • $143.30 Cap: $3.10B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.09)
  • $118.09 P/E (TTM): 17.56X Cap: $1.40B
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• Celsius Holdings Inc. (CELH $60.19)
  • $60.19 P/E (TTM): 186.42X Cap: $15.52B
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• Cellebrite DI Ltd. (CLBT $15.83)
  • $15.83 Cap: $3.85B
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• Propel Holdings Inc. (PRL $32.48)
  • $32.48 P/E (TTM): 15.29X Cap: $1.26B
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• TransMedics Group Inc. (TMDX $114.97)
  • $114.97 P/E (TTM): 86.6X Cap: $3.91B
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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

• goeasy Ltd. (GSY $209.64)
  • $209.64 P/E (TTM): 12.3X Cap: $3.36B
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Q: Hello Team,

I wonder if you can comment on the steep fall of GSY yesterday followed by a much steeper one today followed by the announcement of 'preliminary Third Quarter Data'. Was it really that bad?
Thanks you,

Upvote 8

Read Answer Asked by Adel on October 22, 2024

• Dye & Durham Limited (DND $10.20)
  • $10.20 Cap: $685M
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Q: What caused the move in DND today ??

John C.

Upvote 2

Read Answer Asked by JOHN on October 22, 2024

• The Cigna Group (CI $300.76)
  • $300.76 P/E (TTM): 16.72X Cap: $80.28B
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• UnitedHealth Group Incorporated (DE) (UNH $304.86)
  • $304.86 P/E (TTM): 12.87X Cap: $276.10B
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• Elevance Health Inc. (ELV $314.00)
  • $314.00 P/E (TTM): 13.14X Cap: $70.70B
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Q: Appreciate your insights please.

Upvote 3

Read Answer Asked by Steven on October 22, 2024

• Lloyds Banking Group Plc American Depositary Shares (LYG $4.56)
  • $4.56 P/E (TTM): 41.85X Cap: $68.44B
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Q: Think this is on its way back? Thx, James

Upvote 1

Read Answer Asked by JAMES on October 22, 2024

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 57.42X Cap: $4.38T
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• Crocs Inc. (CROX $86.29)
  • $86.29 P/E (TTM): 22.47X Cap: $4.71B
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• SPS Commerce Inc. (SPSC $112.23)
  • $112.23 P/E (TTM): 52.95X Cap: $4.25B
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• Vertiv Holdings LLC Class A (VRT $125.02)
  • $125.02 P/E (TTM): 73.24X Cap: $47.74B
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• Cellebrite DI Ltd. (CLBT $15.83)
  • $15.83 Cap: $3.85B
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• TransMedics Group Inc. (TMDX $114.97)
  • $114.97 P/E (TTM): 86.6X Cap: $3.91B
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Q: Can you name 6 best to buy us stocks, with a leaning towards growth.
Thanks Rose

Upvote 28

Read Answer Asked by Rose on October 22, 2024

• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 112.85X Cap: $94.74B
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Q: In a recent response to a CSU Question, you said they are trading at 24Xs with a historical range of 16-24. So, in a scenario where the market takes the SP back to the 16 range, what is the downside in the SP from current levels?

Thanks for your help.

Upvote 8

Read Answer Asked by Arthur on October 22, 2024

• T-Mobile US Inc. (TMUS $251.74)
  • $251.74 P/E (TTM): 24.38X Cap: $283.31B
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Q: Based on 5i member questions/responses, I moved some Comms sector ownership into TMUS in May this year. It has steadily marched ahead, and has achieved two years of appreciation (>30%) in 5 months. RSI is high. Analyst's Target Prices are being hit.
I don't see any metrics that say it is much better, growing company.... so I am planning to lock in profits. Is there any metric that you see, that would say it is Buy right now?

Upvote 3

Read Answer Asked by Dave on October 22, 2024

• Knight Therapeutics Inc. (GUD $6.54)
  • $6.54 Cap: $651M
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Q: Its been flat for 10 years now. Before Paladin Labs took off how long was the stock doing nothing before it was taken out? Are there signs that should monitored that will show things are about to inflect? They keep buying back lots of shares and presumably executing on their strategy.

Upvote 9

Read Answer Asked by Sal on October 22, 2024

Q: AEYE Your thoughts on this company. Is it a Buy, hold or sell? Thanks

Upvote 2

Read Answer Asked by Charles on October 22, 2024

• Dominion Energy Inc. (D $60.19)
  • $60.19 P/E (TTM): 23.2X Cap: $52.82B
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Q: "Dominion Energy and Amazon to explore advancement of Small Modular Reactor (SMR) nuclear development in Virginia"

https://news.dominionenergy.com/2024-10-16-Dominion-Energy-and-Amazon-to-explore-advancement-of-Small-Modular-Reactor-SMR-nuclear-development-in-Virginia,1

Dominion sp up over 20% the past year. 4.5% dividend. What do you think about taking a 1/4 to 1/2 position.

Is there US withholding tax on the dividend.

Thank you very much.

Upvote 1

Read Answer Asked by JACK on October 22, 2024

• Pan American Silver Corp. (PAAS $45.06)
  • $45.06 P/E (TTM): 22.61X Cap: $16.30B
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• MAG Silver Corp. (MAG $32.71)
  • $32.71 P/E (TTM): 24.05X Cap: $3.39B
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• Coeur Mining Inc. (CDE $12.14)
  • $12.14 P/E (TTM): 31.27X Cap: $7.80B
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• First Majestic Silver Corp. (AG $12.36)
  • $12.36 Cap: $6.08B
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Q: Looking for your recommendations on buying some silver stocks large and small cap in both Canada and the US. Thank you for your great service!

Upvote 3

Read Answer Asked by Ray on October 22, 2024

• Pan American Silver Corp. (PAAS $45.06)
  • $45.06 P/E (TTM): 22.61X Cap: $16.30B
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• MAG Silver Corp. (MAG $32.71)
  • $32.71 P/E (TTM): 24.05X Cap: $3.39B
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Q: Would you please name a couple of your best silver stocks.
Thanks.

Upvote 2

Read Answer Asked by mike on October 22, 2024