Investment Q&A

• Microsoft Corporation (MSFT $511.46)
  • $511.46 P/E (TTM): 37.5X Cap: $3.80T
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• Zoetis Inc. Class A (ZTS $143.50)
  • $143.50 P/E (TTM): 24.7X Cap: $63.59B
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• Novo Nordisk A/S (NVO $55.61)
  • $55.61 P/E (TTM): 15.63X Cap: $363.68B
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Q: I am seeking single digit capital gain over the next 2 years which of the 3 companies would you buy. and why. what is the biggest risk for ZTS. is the competition from LLY now baked in to the price ofNVO thanks Richard

Upvote 2

Read Answer Asked by richard on February 20, 2025

• Booking Holdings Inc. (BKNG $5,548.00)
  • $5,548.00 P/E (TTM): 38.68X Cap: $179.81B
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• BlackRock Inc. (BLK $1,156.45)
  • $1,156.45 P/E (TTM): 27.95X Cap: $179.08B
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• Blackstone Inc. (BX $175.32)
  • $175.32 P/E (TTM): 47.26X Cap: $129.22B
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Q: Could you rank these three, best to worst as strong compounders, if in fact you believe them to be.
Thank You,
Barry

Upvote 4

Read Answer Asked by Barry on February 20, 2025

• Propel Holdings Inc. (PRL $30.25)
  • $30.25 P/E (TTM): 14.67X Cap: $1.17B
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Q: Propel stock had, lately been doing well, hitting a high of $42, late January, after an analyst upgrade. Today, a month later, it has done full circle, back to $34.50, where, it was trading since October, 2024.

Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?

Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?

Thank You

Upvote 6

Read Answer Asked by rajeev on February 20, 2025

• Strategy Inc (MSTR $309.06)
  • $309.06 P/E (TTM): 28.28X Cap: $87.63B
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• Strategy Inc (STRK $88.03)
  • $88.03 P/E (TTM): 28.28X Cap: $91.67B
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Q: What are your thoughts on STRK?

Upvote 1

Read Answer Asked by Dustin on February 20, 2025

• BMO SIA Focused North American Equity Fund (ZFN $61.26)
  • $61.26 P/E (TTM): 1.15X Cap: $293M
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• Adaptiv Select ETF (ADPV $42.15)
  • $42.15 P/E (TTM): 32.21X Cap: $162M
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Q: Opinions of these etfs that have a technical bent to them and are rebalanced frequently based upon momentum/trends in the market. Both have done well. Would you recommend ? Thank you.

Upvote 3

Read Answer Asked by Paul on February 20, 2025

Q: How does 5i feel about the North America large financials for the balance of this year? Buy, sell, or hold?
Thanks for all the good insights.
Ken

Upvote 4

Read Answer Asked by Ken on February 20, 2025

• Lantheus Holdings Inc. (LNTH $50.61)
  • $50.61 P/E (TTM): 13.5X Cap: $3.44B
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Q: I am interested in starting a position here. The recent acquisition they made should add to growth... unless it is not going well? Also I feel like I am motivated by its low price (opposite of momentum strategy). Any good news with the Q4 and LNTH should move higher. Your thoughts please.

Upvote 1

Read Answer Asked by Harry on February 20, 2025

• TransMedics Group Inc. (TMDX $113.87)
  • $113.87 P/E (TTM): 58.64X Cap: $3.88B
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Q: What is your current opinion of this stock..... do you think it will do well in the next 2 years?

Upvote 2

Read Answer Asked by Judith on February 20, 2025

• ECN Capital Corp. (ECN $2.96)
  • $2.96 Cap: $833M
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Q: I am interested in adding to my position here. Reasoning is - last two quarters show improvements, interest rates are lower and possibly will drop more, insiders purchasing shares. Your thoughts would be appreciated.

Upvote 2

Read Answer Asked by Harry on February 20, 2025

• Rogers Sugar Inc. (RSI $6.37)
  • $6.37 P/E (TTM): 13.0X Cap: $816M
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Q: Hello again,

RSI has just closed their convertible debenture offering. Does this significantly improve growth potential and therefore investor attention? Is it now timely to invest, or, are there better alternatives?

Grazzia

Upvote 1

Read Answer Asked by Franklin on February 20, 2025

• TFI International Inc. (TFII $123.74)
  • $123.74 P/E (TTM): 20.66X Cap: $10.27B
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Q: Hi All at 5i!!
Tfi is contemplating moving its full operation to the US. Will it’s stock stop trading on the TSX and just trade on IS exchange then?
Cheers
Tamara

Upvote 3

Read Answer Asked by Tamara on February 20, 2025

• Lumine Group Inc. (LMN $39.50)
  • $39.50 P/E (TTM): 150.27X Cap: $10.13B
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Q: Good morning.. Can i get your opinion of this stock going forward and next quarter anticipated earnings. Cheers

Upvote 13

Read Answer Asked by kenneth on February 20, 2025

• Nebius Group N.V. (NBIS $107.70)
  • $107.70 Cap: $25.64B
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Q: What did you learn from the NBIS quarterly report? Any key points regarding their fundamentals? Would you add to a position this morning?

Upvote 7

Read Answer Asked by Greg on February 20, 2025

• Cadence Design Systems Inc. (CDNS $350.11)
  • $350.11 P/E (TTM): 94.88X Cap: $95.40B
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Q: As this conglomerate company has just been awarded the contract for a high speed train from Quebec City to Toronto would you feel this is a good time to buy a small % ?

Upvote 3

Read Answer Asked by Rita on February 20, 2025

• Celsius Holdings Inc. (CELH $54.39)
  • $54.39 P/E (TTM): 164.82X Cap: $14.02B
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Q: Good evening, what do you think of CELH moving up their earnings date to tomorrow from Mar? Have you seen this before? Why don’t think management would do this? The stock moved up on the news. Does it signal that it may be all that bad?

Thanks

Upvote 2

Read Answer Asked by Seamus on February 20, 2025

• Barrick Mining Corporation (ABX $48.06)
  • $48.06 P/E (TTM): 21.85X Cap: $81.99B
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• Pan American Silver Corp. (PAAS $53.44)
  • $53.44 P/E (TTM): 26.64X Cap: $19.33B
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Q: For a 3 year hold,which would be your choice,ABX or PAAS?Thanks.

Upvote 3

Read Answer Asked by Maurice on February 20, 2025

• Whitecap Resources Inc. (WCP $11.15)
  • $11.15 P/E (TTM): 7.64X Cap: $13.73B
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Q: Your take on their results please. As good as they claim?

Upvote 6

Read Answer Asked by Danny on February 20, 2025

• Whitecap Resources Inc. (WCP $11.15)
  • $11.15 P/E (TTM): 7.64X Cap: $13.73B
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• Athabasca Oil Corporation (ATH $6.84)
  • $6.84 P/E (TTM): 7.77X Cap: $3.43B
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• Tamarack Valley Energy Ltd. (TVE $6.15)
  • $6.15 P/E (TTM): 13.09X Cap: $3.11B
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Q: I've held positions in ATH, WCP and TVE for a few years. I'm thinking of selling one to finance other opportunities. With capital appreciation the only requirement, which 2 would you keep and what one would you let go?

Upvote 7

Read Answer Asked by Jim on February 20, 2025

• Valeura Energy Inc. (VLE $7.59)
  • $7.59 P/E (TTM): 2.68X Cap: $806M
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Q: In an earlier question today on VLE, the answer said a cash position of$133 million and debt of $79 million but when I look at their financial statement it says cash position of US259 million and no debt. Can you clarify which one is right. Thanks

Upvote 3

Read Answer Asked by Bruce on February 20, 2025

• British American Tobacco p.l.c. (BTI $53.00)
  • $53.00 P/E (TTM): 28.97X Cap: $115.58B
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Q: Hello all,
Just a comment pertaining to BTI’s price movement. In their recent earnings announcement, they referenced a 6.3 Billion GBP provision for the Canadian class-action lawsuit settled - or soon to be settled. That may have some bearing on recent price action, particularly given that it could potentially portend other, similar actions/outcomes.
Cheers,
Mike

Upvote 1

Read Answer Asked by Mike on February 20, 2025