Investment Q&A

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.98)
  • $160.98 P/E (TTM): 24.28X Cap: $1.91B
  • View HPS.A Profile
  • View Questions on HPS.A
• ADF Group Inc. Subordinate Voting Shares (DRX $8.70)
  • $8.70 P/E (TTM): 8.84X Cap: $250M
  • View DRX Profile
  • View Questions on DRX

Q: In terms of a better recovery with less risk and you needed to sell one, which one would you let go? Currently down 18% with Hamond and 5% with DRX

Upvote 4

Read Answer Asked by Larry on February 12, 2025

• Descartes Systems Group Inc. (The) (DSG $121.69)
  • $121.69 P/E (TTM): 53.1X Cap: $10.58B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG

Q: Is Descartes stock getting expensive or the valuation is reasonable, considering their growth prospects and US policy towards tariff / possible trade wars?

We have been wanting to own this co. for past few years, but stock keeps moving higher. Would you be comfortable starting a new position now, or wait for a pullback ?
Also can you suggest an entry level, please.

Thank You

Upvote 12

Read Answer Asked by rajeev on February 12, 2025

• Doximity Inc. Class A (DOCS $44.03)
  • $44.03 P/E (TTM): 34.64X Cap: $8.46B
  • View DOCS Profile
  • View Questions on DOCS

Q: Thank you for your prompt answer; I was not sure whether the company consistently advised much lower prospects or whether there was some seasonality to their earnings. My take is that corporate earnings prospects do need to be as accurate as possible and is an appropriate response, and guidance, to shareholders investment.

Upvote 2

Read Answer Asked by Mike on February 12, 2025

• WonderFi Technologies Inc. (WNDR $0.29)
  • $0.29 Cap: $202M
  • View WNDR Profile
  • View Questions on WNDR

Q: THE STOCK HAS RECENLY TICKED DOWN AND LOST ALL MOMENTUM. IS THERE
A PROBLEM? YOUR OPINION PLEASE?

Upvote 1

Read Answer Asked by terrance on February 12, 2025

• BCE Inc. (BCE $31.14)
  • $31.14 P/E (TTM): 4.73X Cap: $29.14B
  • View BCE Profile
  • View Questions on BCE
• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $50.98)
  • $50.98 P/E (TTM): 4.09X Cap: $27.03B
  • View RCI.B Profile
  • View Questions on RCI.B

Q: Hello.,

What would happen to either company if the MLS deal did not go through? For example: Would this be accreditive to rogers and negative to bell?

Thank you

Upvote 4

Read Answer Asked by Dominic on February 12, 2025

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.58)
  • $51.58 P/E (TTM): 20.13X Cap: $3.65B
  • View XAW Profile
  • View Questions on XAW
• Vanguard Total Stock Market ETF (VTI $337.60)
  • $337.60 P/E (TTM): 26.71X Cap: $549.55B
  • View VTI Profile
  • View Questions on VTI
• Vanguard All-Equity ETF Portfolio (VEQT $54.70)
  • $54.70 P/E (TTM): 14.03X Cap: $10.32B
  • View VEQT Profile
  • View Questions on VEQT
• iShares Core Equity ETF Portfolio (XEQT $40.29)
  • $40.29 P/E (TTM): 7.87X Cap: $12.19B
  • View XEQT Profile
  • View Questions on XEQT
• Simplify Hedged Equity ETF (HEQT $32.08)
  • $32.08 P/E (TTM): 26.17X Cap: $329M
  • View HEQT Profile
  • View Questions on HEQT

Q: From a tax perspective, which of the above ETFs are best suited for:

1. TFSA
2. RRSP

Upvote 5

Read Answer Asked by Paul on February 12, 2025

• United Airlines Holdings Inc. (UAL $114.72)
  • $114.72 P/E (TTM): 11.4X Cap: $37.56B
  • View UAL Profile
  • View Questions on UAL
• MSCI Inc. (MSCI $576.42)
  • $576.42 P/E (TTM): 36.04X Cap: $43.32B
  • View MSCI Profile
  • View Questions on MSCI
• Natera Inc. (NTRA $234.60)
  • $234.60 Cap: $32.51B
  • View NTRA Profile
  • View Questions on NTRA
• Reddit Inc. Class A (RDDT $228.79)
  • $228.79 P/E (TTM): 37.98X Cap: $44.18B
  • View RDDT Profile
  • View Questions on RDDT

Q: Hello,

Can you please comment on MSCI's after hours news releases.

Thank you!

Upvote 3

Read Answer Asked by Irek on February 12, 2025

• Vertiv Holdings LLC Class A (VRT $164.56)
  • $164.56 P/E (TTM): 60.31X Cap: $63.56B
  • View VRT Profile
  • View Questions on VRT

Q: What are your thoughts regarding upcoming earnings tomorrow?

Upvote 5

Read Answer Asked by Catherine on February 12, 2025

• Toronto-Dominion Bank (The) (TD $129.04)
  • $129.04 P/E (TTM): 10.94X Cap: $218.48B
  • View TD Profile
  • View Questions on TD
• TFI International Inc. (TFII $145.09)
  • $145.09 P/E (TTM): 27.22X Cap: $12B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: In terms of picking one for a recovery of stock, would you prefer TD or TFI??

Upvote 7

Read Answer Asked by Dennis on February 12, 2025

• Astera Labs Inc. (ALAB $166.24)
  • $166.24 P/E (TTM): 74.73X Cap: $29.15B
  • View ALAB Profile
  • View Questions on ALAB

Q: Your opinion please about their latest results and market reaction, thanks

Upvote 1

Read Answer Asked by Steven on February 12, 2025

• NFI Group Inc. (NFI $15.59)
  • $15.59 Cap: $1.81B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: What do the think are the odds of NFI being taken over, and if so what price might be attractive to a buyer??

Upvote 2

Read Answer Asked by Mike on February 12, 2025

• Goosehead Insurance Inc. (GSHD $75.26)
  • $75.26 P/E (TTM): 64.43X Cap: $2.76B
  • View GSHD Profile
  • View Questions on GSHD
• Freshworks Inc. (FRSH $12.12)
  • $12.12 Cap: $3.55B
  • View FRSH Profile
  • View Questions on FRSH
• Construction Partners Inc. (ROAD $112.13)
  • $112.13 P/E (TTM): 59.96X Cap: $6.16B
  • View ROAD Profile
  • View Questions on ROAD
• Shift4 Payments Inc. Class A (FOUR $64.62)
  • $64.62 P/E (TTM): 30.08X Cap: $5.76B
  • View FOUR Profile
  • View Questions on FOUR
• Cantaloupe Inc. (CTLP $10.59)
  • $10.59 P/E (TTM): 13.24X Cap: $780M
  • View CTLP Profile
  • View Questions on CTLP
• SoFi Technologies Inc. (SOFI $27.11)
  • $27.11 P/E (TTM): 48.64X Cap: $34.43B
  • View SOFI Profile
  • View Questions on SOFI
• Cellebrite DI Ltd. (CLBT $18.97)
  • $18.97 Cap: $4.60B
  • View CLBT Profile
  • View Questions on CLBT
• ReposiTrak Inc. (TRAK $13.05)
  • $13.05 P/E (TTM): 36.11X Cap: $242M
  • View TRAK Profile
  • View Questions on TRAK
• Nebius Group N.V. (NBIS $90.24)
  • $90.24 Cap: $22.19B
  • View NBIS Profile
  • View Questions on NBIS

Q: Can you provide a short list of small or mid cap US stocks that you would recommend?

Upvote 17

Read Answer Asked by Jim on February 12, 2025

• Extendicare Inc. (EXE $22.13)
  • $22.13 P/E (TTM): 20.65X Cap: $1.86B
  • View EXE Profile
  • View Questions on EXE
  • View Reports on EXE

Q: Why the jump in stock price over last few day??

Upvote 2

Read Answer Asked by adam on February 12, 2025

• 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: Could you explain today’s press release in layman’s terms,are they headed for a strategic review and does this give them a tailwind,basically your thoughts on this announcement would you buy here for a 1-2 year hold thank you

Upvote 3

Read Answer Asked by Greg on February 12, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.98)
  • $160.98 P/E (TTM): 24.28X Cap: $1.91B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Would you be comfortable buying HPS at today's price?
Thank you

Upvote 10

Read Answer Asked by Nicolas on February 11, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Where can I find a repeat of the Feb 4 webinar by Ryan

Upvote 4

Read Answer Asked by Terry on February 11, 2025

• Genius Sports Limited (GENI $10.68)
  • $10.68 Cap: $2.59B
  • View GENI Profile
  • View Questions on GENI

Q: Hi folks, watched podcast with Ryan Modesto, and for 5i members, I would say this is a "Must Watch"...again many thanks to 5i and great staff led by Peter, Ryan Modesto, Chris White, & others, for so much great information for DIY investors...had never heard of Genius Sports Geni/q prior, but more I heard...more I liked and took position...your thoughts of Geni going forward once works it way thru the $8.50 finance....thanks again for all the great work 5i does/provides to us newbies, jb Piedmont QC

Upvote 8

Read Answer Asked by John on February 11, 2025

• 3iQ Ether Staking ETF (ETHQ $16.00)
  • $16.00 Cap: $104M
  • View ETHQ Profile
  • View Questions on ETHQ
• Fidelity Advantage Ether ETF (FETH $53.13)
  • $53.13 Cap: $78M
  • View FETH Profile
  • View Questions on FETH
• iShares Ethereum Trust ETF (ETHA $22.07)
  • $22.07 Cap: $10.49B
  • View ETHA Profile
  • View Questions on ETHA

Q: Ethereum has dropped from a high of $4100 to below $2600, could you please explain why, also when Bitcoin has generally stayed in the $100k range? Is this a buying opportunity? If it is, is there a Canadian ETF to put money into? Thanks in advance. Also, many thanks for your answer on my previous question on BTC, it was extremely detailed and well thought out.

Upvote 3

Read Answer Asked by K on February 11, 2025

• Enterprise Group Inc. (E $1.41)
  • $1.41 P/E (TTM): 31.06X Cap: $111M
  • View E Profile
  • View Questions on E

Q: Just wondering your thoughts on this small growing company

Upvote 6

Read Answer Asked by TREVOR on February 11, 2025

• Suncor Energy Inc. (SU $58.26)
  • $58.26 P/E (TTM): 13.78X Cap: $70.94B
  • View SU Profile
  • View Questions on SU
• Cameco Corporation (CCO $129.44)
  • $129.44 P/E (TTM): 102.66X Cap: $54.93B
  • View CCO Profile
  • View Questions on CCO

Q: I’m wanting to add to my energy allotment.. Which would you consider a better alternative Cameco or Suncor for a 5 year hold?

Upvote 6

Read Answer Asked by Dennis on February 11, 2025