Investment Q&A

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $125.80)
  • $125.80 P/E (TTM): 18.36X Cap: $1.46B
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.87)
  • $7.87 P/E (TTM): 6.68X Cap: $220M
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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 $127.59)
  • $127.59 P/E (TTM): 56.79X Cap: $11.26B
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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 $70.64)
  • $70.64 P/E (TTM): 64.21X Cap: $13.70B
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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 $0.34)
  • $0.34 Cap: $222M
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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 $32.71)
  • $32.71 P/E (TTM): 70.41X Cap: $30.32B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $48.56)
  • $48.56 P/E (TTM): 17.97X Cap: $26.79B
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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 $50.96)
  • $50.96 P/E (TTM): 17.65X Cap: $3.34B
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• Vanguard Total Stock Market ETF (VTI $329.31)
  • $329.31 P/E (TTM): 27.84X Cap: $499.95B
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• Vanguard All-Equity ETF Portfolio (VEQT $53.22)
  • $53.22 P/E (TTM): 1.85X Cap: $9.14B
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• iShares Core Equity ETF Portfolio (XEQT $39.20)
  • $39.20 Cap: $10.47B
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• Simplify Hedged Equity ETF (HEQT $31.28)
  • $31.28 P/E (TTM): 28.07X Cap: $346M
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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 $93.15)
  • $93.15 P/E (TTM): 9.86X Cap: $31.24B
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• MSCI Inc. (MSCI $552.59)
  • $552.59 P/E (TTM): 37.7X Cap: $43.89B
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• Natera Inc. (NTRA $161.61)
  • $161.61 Cap: $22.09B
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• Reddit Inc. Class A (RDDT $202.60)
  • $202.60 P/E (TTM): 45.31X Cap: $43.56B
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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 $161.59)
  • $161.59 P/E (TTM): 68.57X Cap: $57.60B
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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 $112.13)
  • $112.13 P/E (TTM): 9.38X Cap: $189.97B
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• TFI International Inc. (TFII $123.87)
  • $123.87 P/E (TTM): 20.77X Cap: $10.16B
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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 $194.50)
  • $194.50 P/E (TTM): 120.48X Cap: $32.54B
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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 $15.62)
  • $15.62 Cap: $1.75B
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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 $71.29)
  • $71.29 P/E (TTM): 64.47X Cap: $2.80B
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• Freshworks Inc. (FRSH $11.47)
  • $11.47 Cap: $3.43B
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• Construction Partners Inc. (ROAD $124.76)
  • $124.76 P/E (TTM): 93.49X Cap: $7.12B
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• Shift4 Payments Inc. Class A (FOUR $76.89)
  • $76.89 P/E (TTM): 43.66X Cap: $6.84B
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• Cantaloupe Inc. (CTLP $10.58)
  • $10.58 P/E (TTM): 12.33X Cap: $774M
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• SoFi Technologies Inc. (SOFI $25.76)
  • $25.76 P/E (TTM): 54.77X Cap: $31.63B
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• Cellebrite DI Ltd. (CLBT $18.50)
  • $18.50 Cap: $4.43B
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• ReposiTrak Inc. (TRAK $15.70)
  • $15.70 P/E (TTM): 50.18X Cap: $270M
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• Nebius Group N.V. (NBIS $115.61)
  • $115.61 Cap: $26.73B
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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 $15.16)
  • $15.16 P/E (TTM): 15.6X Cap: $1.24B
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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 $38.73)
  • $38.73 P/E (TTM): 22.75X Cap: $6.71B
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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 $125.80)
  • $125.80 P/E (TTM): 18.36X Cap: $1.46B
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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)
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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 $12.08)
  • $12.08 Cap: $2.96B
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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 $23.67)
  • $23.67 Cap: $143M
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• Fidelity Advantage Ether ETF (FETH $80.49)
  • $80.49 Cap: $103M
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• ISHARES ETHEREUM T (ETHA $32.80)
  • $32.80 Cap: $15.93B
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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 $1.42)
  • $1.42 P/E (TTM): 40.29X Cap: $109M
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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 $57.56)
  • $57.56 P/E (TTM): 12.55X Cap: $70.65B
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• Cameco Corporation (CCO $116.41)
  • $116.41 P/E (TTM): 95.6X Cap: $50.84B
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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