Investment Q&A

• Meta Platforms Inc. (META $680.16)
  • $680.16 P/E (TTM): 29.29X Cap: $1.67T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $325.19)
  • $325.19 P/E (TTM): 29.89X Cap: $3.90T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $411.93)
  • $411.93 P/E (TTM): 28.53X Cap: $2.97T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $191.44)
  • $191.44 P/E (TTM): 46.01X Cap: $4.50T
  • View NVDA Profile
  • View Questions on NVDA
• Tenable Holdings Inc. (TENB $21.51)
  • $21.51 Cap: $2.53B
  • View TENB Profile
  • View Questions on TENB
• Axon Enterprise Inc. (AXON $430.09)
  • $430.09 P/E (TTM): 130.66X Cap: $32.87B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $74.06)
  • $74.06 P/E (TTM): 50.96X Cap: $2.57B
  • View CECO Profile
  • View Questions on CECO
• Comfort Systems USA Inc. (FIX $1,283.01)
  • $1,283.01 P/E (TTM): 52.11X Cap: $43.39B
  • View FIX Profile
  • View Questions on FIX
• SPS Commerce Inc. (SPSC $76.65)
  • $76.65 P/E (TTM): 35.66X Cap: $2.99B
  • View SPSC Profile
  • View Questions on SPSC
• Cellebrite DI Ltd. (CLBT $14.66)
  • $14.66 Cap: $3.39B
  • View CLBT Profile
  • View Questions on CLBT

Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!

Upvote 8

Read Answer Asked by Rob on August 01, 2024

• Celestica Inc. (CLS $429.80)
  • $429.80 P/E (TTM): 50.01X Cap: $48.27B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $157.31)
  • $157.31 Cap: $3.34B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $200.00)
  • $200.00 P/E (TTM): 29.23X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: What would be your best 3 Canadian growth companies for the next 3 years, regardless of category?

Upvote 29

Read Answer Asked by Lucy on August 01, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $25.86)
  • $25.86 P/E (TTM): 11.7X
  • View ZWB Profile
  • View Questions on ZWB
• Hamilton Enhanced Canadian Bank ETF (HCAL $37.87)
  • $37.87 P/E (TTM): 11.72X Cap: $809M
  • View HCAL Profile
  • View Questions on HCAL

Q: In your opinion, pls. recommend the best covered call, Cdn. bank ETF.

Thank You

Upvote 3

Read Answer Asked by Joseph on August 01, 2024

• Vanguard S&P 500 Index ETF (VFV $167.78)
  • $167.78 P/E (TTM): 26.01X Cap: $28.42B
  • View VFV Profile
  • View Questions on VFV
• State Street SPDR S&P 500 ETF Trust (SPY $694.43)
  • $694.43 P/E (TTM): 26.17X Cap: $707.87B
  • View SPY Profile
  • View Questions on SPY

Q: Question about discrepancy in price action between these two SP500 index ETFs.

As of 10:50 AM, SPY is up 1.45% while VFV is up 1.23%, lagging SPY by 22 basis points.

What explains the discrepancy in price action between these two very liquid funds? For index funds such as these, is there a mechanism that exists to correct and adjust these funds to the actual price movement of their indexes? Especially when it comes to VFV.

Thank you for your excellent service.

Upvote 1

Read Answer Asked by Karim on August 01, 2024

• Boardwalk Real Estate Investment Trust (BEI.UN $68.71)
  • $68.71 P/E (TTM): 11.48X Cap: $3.65B
  • View BEI.UN Profile
  • View Questions on BEI.UN

Q: Can I get your take on boardwalks quarter and compared to consensus? How is the valuation and compared to peers thanks

Upvote 1

Read Answer Asked by Scott on August 01, 2024

• ATS Corporation (ATS $40.07)
  • $40.07 Cap: $3.99B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Comfort Systems USA Inc. (FIX $1,283.01)
  • $1,283.01 P/E (TTM): 52.11X Cap: $43.39B
  • View FIX Profile
  • View Questions on FIX
• Heico Corporation (HEI $322.08)
  • $322.08 P/E (TTM): 66.53X Cap: $45.52B
  • View HEI Profile
  • View Questions on HEI
• Jacobs Solutions Inc. (J $150.35)
  • $150.35 P/E (TTM): 62.53X Cap: $17.49B
  • View J Profile
  • View Questions on J
• TFI International Inc - Ordinary Shares (TFII $122.61)
  • $122.61 P/E (TTM): 31.16X Cap: $10B
  • View TFII Profile
  • View Questions on TFII

Q: I am down about 23% on a small position in ATS. If I decide to sell it for a tax loss, what are 2 or 3 US growth oriented industrial stocks to investigate as a replacement?

Upvote 9

Read Answer Asked by Lawrence on August 01, 2024

• Surge Energy Inc. (SGY $7.84)
  • $7.84 P/E (TTM): 19.41X Cap: $749M
  • View SGY Profile
  • View Questions on SGY

Q: Your thoughts please on the quarter. When I read the press release it reinforces what Peter just wrote about in his blog about salespeople promoting their company.

Thx

Upvote 4

Read Answer Asked by blake on August 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $110.11)
  • $110.11 P/E (TTM): 15.36X Cap: $24.25B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Trisura Group Ltd. (TSU $44.05)
  • $44.05 P/E (TTM): 17.23X Cap: $2.08B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Planning on topping up one of these - which would you choose and why?
Much appreciated ram

Upvote 2

Read Answer Asked by Ray on August 01, 2024

Q: Can any reader suggest a US Money Market Fund I can use at RBC Invest Direct without having to pay the $50 commission they want to charge me.

At TD I use Cnd and US $ MMF without any charges.

Upvote 2

Read Answer Asked by Nigel on August 01, 2024

• Netflix Inc. (NFLX $81.02)
  • $81.02 P/E (TTM): 4.09X Cap: $347.06B
  • View NFLX Profile
  • View Questions on NFLX
• Evertz Technologies Limited (ET $14.65)
  • $14.65 P/E (TTM): 17.51X Cap: $1.09B
  • View ET Profile
  • View Questions on ET

Q: Is Netflix an actual or potential customer or is it a competitor in the space that the company works in ?

Upvote 1

Read Answer Asked by Doug on August 01, 2024

• Arm Holdings plc (ARM $124.22)
  • $124.22 P/E (TTM): 164.93X Cap: $131.03B
  • View ARM Profile
  • View Questions on ARM

Q: Please provide your assessment on the quarter and your view on the next 12/24 months

Upvote 4

Read Answer Asked by JR on August 01, 2024

• Agnico Eagle Mines Limited (AEM $278.50)
  • $278.50 P/E (TTM): 33.1X Cap: $135.19B
  • View AEM Profile
  • View Questions on AEM

Q: Can you please comment on AEM's recent quarter? While costs for miners have increased, given the recent price of gold won't miners like AEM be swimming in cash moving forward? Would you be comfortable adding to a small position in AEM?

Thanks as always for your expertise.

Upvote 3

Read Answer Asked by Richard on August 01, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN $52.04)
  • $52.04 P/E (TTM): 57.43X Cap: $23.95B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Your thoughts on BIP.UN's results please.

Upvote 4

Read Answer Asked by Theodore on August 01, 2024

• BCE Inc. (BCE $34.61)
  • $34.61 P/E (TTM): 5.14X Cap: $31.93B
  • View BCE Profile
  • View Questions on BCE

Q: Good morning,

Please comment of Q2 Earnings for BCE .

Thanks,
George

Upvote 8

Read Answer Asked by George on August 01, 2024

• Vitalhub Corp. (VHI $7.85)
  • $7.85 P/E (TTM): 158.82X Cap: $511M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI

Q: I realize that all we have is a press release from the company , but what are your thoughts of the recent large acquisition?

Upvote 6

Read Answer Asked by Murray on August 01, 2024

• Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX $20.39)
  • $20.39 P/E (TTM): 28.6X Cap: $942M
  • View SMAX Profile
  • View Questions on SMAX

Q: Hi, I believe that you were going to ask Hamilton ETF if they were charging any additional fee's, other than the MER of 0.65%. Did they ever get back to you, and what was the result if they did.
Thanks

Upvote 2

Read Answer Asked by Greg on August 01, 2024

• iShares S&P/TSX SmallCap Index ETF (XCS $34.81)
  • $34.81 P/E (TTM): 2.33X Cap: $234M
  • View XCS Profile
  • View Questions on XCS
• iShares Core S&P Small-Cap ETF (IJR $132.05)
  • $132.05 P/E (TTM): 17.5X Cap: $97.04B
  • View IJR Profile
  • View Questions on IJR

Q: What is your favourite predominantly Canadian small cap ETF ? And American ?
Which of the two do you prefer for a 3-5 year hold?
Thank you,
Philip

Upvote 5

Read Answer Asked by Philip on August 01, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $25.86)
  • $25.86 P/E (TTM): 11.7X
  • View ZWB Profile
  • View Questions on ZWB
• Evolve US Banks Enhanced Yield Fund (CALL $15.21)
  • $15.21 P/E (TTM): 12.05X Cap: $127M
  • View CALL Profile
  • View Questions on CALL
• Global X Equal Weight Canadian Bank Covered Call ETF (BKCC $17.03)
  • $17.03 P/E (TTM): 15.18X Cap: $315M
  • View BKCC Profile
  • View Questions on BKCC

Q: Can I have your opinion on the best Cdn. bank ETF'S that write call options. Low fees & decent history of good yield.
Thank You

Upvote 2

Read Answer Asked by Joseph on August 01, 2024

• Crocs Inc. (CROX $84.80)
  • $84.80 P/E (TTM): 27.95X Cap: $4.45B
  • View CROX Profile
  • View Questions on CROX

Q: Good Morning
Do you still have the same conviction in CROXS following their latest quarter?

Thank you

Upvote 2

Read Answer Asked by Marty on August 01, 2024

• NextEra Energy Inc. (NEE $89.68)
  • $89.68 P/E (TTM): 28.49X Cap: $186.33B
  • View NEE Profile
  • View Questions on NEE
• Brookfield Renewable Partners L.P. (BEP.UN $41.78)
  • $41.78 Cap: $27.37B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Topaz Energy Corp. (TPZ $28.43)
  • $28.43 P/E (TTM): 69.51X Cap: $4.38B
  • View TPZ Profile
  • View Questions on TPZ
• Middlefield Global Infrastructure Dividend ETF (MINF $10.86)
  • $10.86 P/E (TTM): 20.48X Cap: $21M
  • View MINF Profile
  • View Questions on MINF

Q: What are your thoughts on owning this etf which would provide exposure to a number of renewables versus owning one, say BEP.UN.

Thank you

David

Upvote 2

Read Answer Asked by david on August 01, 2024