Investment Q&A

• Reddit Inc. Class A (RDDT $220.75)
  • $220.75 P/E (TTM): 40.34X Cap: $40.32B
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• Nebius Group N.V. (NBIS $70.24)
  • $70.24 Cap: $16.72B
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Q: Peter, I see that 3 mths gain is 67% and since April 2024 IPO, after a low at 39$, today is at 213.76$!! Too good to be true? I know that you always like to wait after an IPO - NBIS an exception. Is it still time to buy some?
Thks

Upvote 8

Read Answer Asked by Ray on February 12, 2025

• Vertiv Holdings LLC Class A (VRT $139.83)
  • $139.83 P/E (TTM): 81.35X Cap: $53.39B
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Q: Can I please have your thoughts on VRT earnings. Do you think it is a good time to initiate a position? Thank-you.

Upvote 5

Read Answer Asked by Alex on February 12, 2025

• Miscellaneous (MISC)
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Q: Dear 5i Team:

I always enjoy your 5 from 5i section. Usually contain at least one if not more thought provoking articles and help me to understand the BIG picture better.

First a non-question! Who in the team "curates" these articles?! Thee is some consistency here.

From Ritzhold's article: Based on their take on opportunities, what are the stocks/sectors you would suggest? Financials? Stocks that will benefit from inflation!! Energy. I couldn't "decode" this article into actionable ideas.

Upvote 4

Read Answer Asked by Savalai on February 12, 2025

• TerraVest Industries Inc. (TVK $162.08)
  • $162.08 P/E (TTM): 39.58X Cap: $3.16B
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Q: Please comment on Terravest earnings release.

With the price drop, would you be comfortable adding shares ?

Thanks

Upvote 6

Read Answer Asked by rajeev on February 12, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.02)
  • $129.02 P/E (TTM): 19.87X Cap: $1.53B
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.58)
  • $8.58 P/E (TTM): 5.21X Cap: $241M
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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 $136.93)
  • $136.93 P/E (TTM): 61.25X Cap: $11.74B
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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 $61.83)
  • $61.83 P/E (TTM): 59.98X Cap: $11.58B
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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 $0.35)
  • $0.35 Cap: $231M
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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 $33.58)
  • $33.58 P/E (TTM): 79.79X Cap: $30.95B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $46.70)
  • $46.70 P/E (TTM): 16.98X Cap: $24.95B
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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 $47.69)
  • $47.69 P/E (TTM): 44.23X Cap: $3.08B
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• Vanguard Total Stock Market ETF (VTI $312.31)
  • $312.31 P/E (TTM): 71.88X Cap: $497.34B
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• Vanguard All-Equity ETF Portfolio (VEQT $49.54)
  • $49.54 P/E (TTM): 4.23X Cap: $7.97B
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• iShares Core Equity ETF Portfolio (XEQT $36.65)
  • $36.65 P/E (TTM): 11.59X Cap: $8.77B
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• Simplify Hedged Equity ETF (HEQT $30.56)
  • $30.56 P/E (TTM): 57.89X Cap: $341M
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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 $89.33)
  • $89.33 P/E (TTM): 8.93X Cap: $28.91B
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• MSCI Inc. (MSCI $549.39)
  • $549.39 P/E (TTM): 36.23X Cap: $42.50B
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• Natera Inc. (NTRA $157.04)
  • $157.04 Cap: $21.55B
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• Reddit Inc. Class A (RDDT $220.75)
  • $220.75 P/E (TTM): 40.34X Cap: $40.32B
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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 $139.83)
  • $139.83 P/E (TTM): 81.35X Cap: $53.39B
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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 $100.78)
  • $100.78 P/E (TTM): 10.31X Cap: $173.59B
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• TFI International Inc. (TFII $116.32)
  • $116.32 P/E (TTM): 19.98X Cap: $9.76B
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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 $179.43)
  • $179.43 P/E (TTM): 108.65X Cap: $29.82B
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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 $18.48)
  • $18.48 Cap: $2.20B
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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 $86.59)
  • $86.59 P/E (TTM): 75.48X Cap: $3.27B
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• Freshworks Inc. (FRSH $12.30)
  • $12.30 Cap: $3.58B
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• Construction Partners Inc. (ROAD $113.56)
  • $113.56 P/E (TTM): 96.74X Cap: $6.36B
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• Shift4 Payments Inc. Class A (FOUR $82.98)
  • $82.98 P/E (TTM): 45.09X Cap: $7.33B
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• Cantaloupe Inc. (CTLP $10.93)
  • $10.93 P/E (TTM): 13.8X Cap: $810M
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• SoFi Technologies Inc. (SOFI $22.42)
  • $22.42 P/E (TTM): 51.28X Cap: $26.84B
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• Cellebrite DI Ltd. (CLBT $13.52)
  • $13.52 Cap: $3.23B
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• ReposiTrak Inc. (TRAK $16.55)
  • $16.55 P/E (TTM): 49.03X Cap: $302M
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• Nebius Group N.V. (NBIS $70.24)
  • $70.24 Cap: $16.72B
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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 $13.28)
  • $13.28 P/E (TTM): 14.81X Cap: $1.11B
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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 $37.97)
  • $37.97 P/E (TTM): 22.57X Cap: $6.62B
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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 $129.02)
  • $129.02 P/E (TTM): 19.87X Cap: $1.53B
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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