Investment Q&A

• Axon Enterprise Inc. (AXON $760.89)
  • $760.89 P/E (TTM): 183.43X Cap: $59.73B
  • View AXON Profile
  • View Questions on AXON
• Curtiss-Wright Corporation (CW $480.50)
  • $480.50 P/E (TTM): 40.49X Cap: $18.10B
  • View CW Profile
  • View Questions on CW
• Comfort Systems USA Inc. (FIX $681.08)
  • $681.08 P/E (TTM): 35.15X Cap: $24.02B
  • View FIX Profile
  • View Questions on FIX
• Construction Partners Inc. (ROAD $114.78)
  • $114.78 P/E (TTM): 81.96X Cap: $6.43B
  • View ROAD Profile
  • View Questions on ROAD
• Sterling Infrastructure Inc. (STRL $274.89)
  • $274.89 P/E (TTM): 30.03X Cap: $8.36B
  • View STRL Profile
  • View Questions on STRL
• IES Holdings Inc. (IESC $321.59)
  • $321.59 P/E (TTM): 32.38X Cap: $6.59B
  • View IESC Profile
  • View Questions on IESC
• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 50.41X
  • View HWM.W Profile
  • View Questions on HWM.W
• Trane Technologies plc (TT $426.30)
  • $426.30 P/E (TTM): 34.03X Cap: $94.85B
  • View TT Profile
  • View Questions on TT

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 $127.54)
  • $127.54 P/E (TTM): 75.03X Cap: $48.70B
  • View VRT Profile
  • View Questions on VRT

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 $279.13)
  • $279.13 P/E (TTM): 45.97X Cap: $36.43B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

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 $88.51)
  • $88.51 P/E (TTM): 75.73X Cap: $3.24B
  • View GSHD Profile
  • View Questions on GSHD

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 $51.36)
  • $51.36 P/E (TTM): 7.78X Cap: $91.25B
  • View VWO Profile
  • View Questions on VWO
• Vanguard Total International Stock (VXUS $71.46)
  • $71.46 P/E (TTM): 0.5X Cap: $96.05B
  • View VXUS Profile
  • View Questions on VXUS
• Vanguard FTSE Developed Markets ETF (VEA $58.89)
  • $58.89 P/E (TTM): 22.82X Cap: $163.97B
  • View VEA Profile
  • View Questions on VEA
• Invesco CurrencyShares Euro Trust (FXE $107.52)
  • $107.52 Cap: $515M
  • View FXE Profile
  • View Questions on FXE
• Invesco CurrencyShares Japanese Yen Trust (FXY $62.48)
  • $62.48 P/E (TTM): 8.43X Cap: $564M
  • View FXY Profile
  • View Questions on FXY

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 $125.32)
  • $125.32 P/E (TTM): 21.79X Cap: $10.40B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

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 $155.44)
  • $155.44 P/E (TTM): 15.1X Cap: $167.71B
  • View QCOM Profile
  • View Questions on QCOM
• Corning Incorporated (GLW $64.60)
  • $64.60 P/E (TTM): 68.64X Cap: $55.33B
  • View GLW Profile
  • View Questions on GLW
• International Business Machines Corporation (IBM $242.55)
  • $242.55 P/E (TTM): 39.04X Cap: $225.93B
  • View IBM Profile
  • View Questions on IBM

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 $131.36)
  • $131.36 P/E (TTM): 17.43X Cap: $29.47B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Dollarama Inc. (DOL $195.10)
  • $195.10 P/E (TTM): 44.95X Cap: $54.08B
  • View DOL Profile
  • View Questions on DOL
• Kinaxis Inc. (KXS $194.00)
  • $194.00 P/E (TTM): 165.79X Cap: $5.48B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• goeasy Ltd. (GSY $203.65)
  • $203.65 P/E (TTM): 12.3X Cap: $3.27B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• TerraVest Industries Inc. (TVK $143.23)
  • $143.23 Cap: $3.10B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Endeavour Mining plc Ordinary Shares (EDV $46.56)
  • $46.56 P/E (TTM): 54.45X Cap: $11.24B
  • View EDV Profile
  • View Questions on EDV
• Celestica Inc. (CLS $182.90)
  • $182.90 P/E (TTM): 41.4X Cap: $21.03B
  • View CLS Profile
  • View Questions on CLS
• Sun Life Financial Inc. (SLF $58.56)
  • $58.56 P/E (TTM): 14.79X Cap: $33.28B
  • View SLF Profile
  • View Questions on SLF
• MDA Space Ltd. (MDA $43.90)
  • $43.90 P/E (TTM): 49.73X Cap: $5.47B
  • View MDA Profile
  • View Questions on MDA

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 $20.03)
  • $20.03 P/E (TTM): 57.4X Cap: $1.26B
  • View ARE Profile
  • View Questions on ARE

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 $488.68)
  • $488.68 P/E (TTM): 16.63X Cap: $1.05T
  • View BRK.B Profile
  • View Questions on BRK.B
• Berkshire Hathaway CDR (CAD Hedged) (BRK $36.19)
  • $36.19 P/E (TTM): 0.01X Cap: $1.45T
  • View BRK Profile
  • View Questions on BRK

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 $130.17)
  • $130.17 P/E (TTM): 18.0X Cap: $81.25B
  • View CNR Profile
  • View Questions on CNR

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 $253.78)
  • $253.78 P/E (TTM): 41.4X Cap: $29.19B
  • View CLS Profile
  • View Questions on CLS

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 $78.71)
  • $78.71 P/E (TTM): 16.47X Cap: $98.03B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

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 $125.32)
  • $125.32 P/E (TTM): 21.79X Cap: $10.40B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

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 $12.69)
  • $12.69 P/E (TTM): 283.78X Cap: $711M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• WELL Health Technologies Corp. (WELL $4.86)
  • $4.86 Cap: $1.23B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Galaxy Digital Inc. Class A common stock (GLXY $34.00)
  • $34.00 Cap: $12.79B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Propel Holdings Inc. (PRL $31.38)
  • $31.38 P/E (TTM): 15.66X Cap: $1.22B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

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 $276.28)
  • $276.28 P/E (TTM): 64.67X Cap: $12.58B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV
• TFI International Inc. (TFII $125.32)
  • $125.32 P/E (TTM): 21.79X Cap: $10.40B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

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 $46.11)
  • $46.11 P/E (TTM): 181.19X Cap: $11.83B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $3.31)
  • $3.31 P/E (TTM): 10.3X Cap: $88M
  • View MCB Profile
  • View Questions on MCB
  • View Reports on MCB

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 4

Read Answer Asked by karl on April 24, 2025