Investment Q&A

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,316.44)
  • $2,316.44 P/E (TTM): 7.83X Cap: $49.17B
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• E-L Financial Corporation Limited (ELF $17.00)
  • $17.00 P/E (TTM): 0.16X Cap: $5.95B
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Q: Would you put new money into either? Looking for 3-5 year capital gains.

Upvote 4

Read Answer Asked by Jim on November 26, 2024

• Trisura Group Ltd. (TSU $44.48)
  • $44.48 P/E (TTM): 17.38X Cap: $2.10B
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Q: Hi There,

I’ve owned this company for quite awhile. I know you like it, it seems to have largely recovered from its past issues. But no traction even though the last few quarters showed quite good results….What’s up with it?

Thank you!

Upvote 14

Read Answer Asked by Robert on November 26, 2024

• Pagaya Technologies Ltd. (PGY $12.40)
  • $12.40 Cap: $1.53B
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Q: Realize this company is volatile. Purchased it at $11.00. Is it worth holding onto ? It was originally being bought by insiders.

Upvote 1

Read Answer Asked by Sy on November 26, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Nuvei Corporation (NVEI)
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Q: I received this message below dated NOV. 20 and my 115 shares have vanished! (Replaced by cash.)

NUVEI CORPORATION SUBORDINATE VOTING SHARES PLAN OF ARRANGEMENT @ USD $34.00 PER SHARE 3,910.00 U$ CNV 1.3983900

How does this happen? Is it common? (I knew something was coming but thought it was going to be 2025.)

Thanks in advance!

Upvote 3

Read Answer Asked by Marilou on November 26, 2024

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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Q: Any chance that another bid may come into play or that the offer price would need to be increased on this deal? Just trying to decide on selling now Vs waiting for the payout.

Upvote 3

Read Answer Asked by Steve on November 26, 2024

• Propel Holdings Inc. (PRL $24.81)
  • $24.81 P/E (TTM): 11.84X Cap: $976M
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Q: Hello 5i team

Last week on BNN, Peter showed a little concern for PRL if Trump sets the maximum interest rate at 10%. What would be the consequences for the company if this actually happened?

Thanks

Upvote 5

Read Answer Asked by Charles on November 26, 2024

Q: Any thought on this co. with a new insulin pump for diabetics

Upvote 1

Read Answer Asked by george on November 26, 2024

• Ensign Energy Services Inc. (ESI $3.32)
  • $3.32 Cap: $633M
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Q: I noticed recently Fairfax had declared ownership of a 15-20 % stake in Ensign.

Not sure what their intentions are if anything other than purchase of a passive and undervalued investment. What are your thots on this ownership stake by Fairfax and do you see any likelihood of them purchasing a bigger piece or all of this company?

There has not been a lot of M&A in the Cdn Oil Sector amongst the Mid Cap Producers and Drillers lately. Do you see 2025 bringing any increase in M&A in this group amongst Mid Cap Producers and Service CO’s?

Upvote 3

Read Answer Asked by Craig on November 26, 2024

• Alimentation Couche-Tard Inc. (ATD $82.95)
  • $82.95 P/E (TTM): 20.91X Cap: $76.38B
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Q: What are your thoughts on the current earnings report and how do they fare relative to expectations ? Seemingly, the market doesn't want them to buy 7i, based on the price action since bid announce and subsequent events of other bidders. Why do you think?

Upvote 6

Read Answer Asked by Allan on November 26, 2024

• Rocket Lab Corporation (RKLB $66.01)
  • $66.01 Cap: $37.18B
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Q: Good morning,

What's your view on RKLB as a 3 year+ investment? It's already had a great run up in 2024.

Upvote 2

Read Answer Asked by Vee on November 26, 2024

• Groupe Dynamite Inc. Subordinate voting shares (GRGD $76.93)
  • $76.93 P/E (TTM): 49.28X Cap: $8.28B
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Q: Can you please look into the new IPO GRGD? What are your initial thoughts on the company? How do the valuation, margins and growth numbers look compared to ATZ and other fashion retailers? Thanks.

Upvote 2

Read Answer Asked by Philip on November 26, 2024

• Pfizer Inc. (PFE $27.47)
  • $27.47 P/E (TTM): 16.05X Cap: $157.66B
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• Northland Power Inc. (NPI $19.23)
  • $19.23 Cap: $5.12B
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• Enghouse Systems Limited (ENGH $17.64)
  • $17.64 P/E (TTM): 13.54X Cap: $974M
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• TMX Group Limited (X $44.39)
  • $44.39 P/E (TTM): 30.97X Cap: $12.73B
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• Toromont Industries Ltd. (TIH $197.33)
  • $197.33 P/E (TTM): 30.29X Cap: $15.91B
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• Magna International Inc. (MG $78.63)
  • $78.63 P/E (TTM): 14.97X Cap: $22.08B
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• Open Text Corporation (OTEX $32.28)
  • $32.28 P/E (TTM): 14.91X Cap: $8.25B
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• Thomson Reuters Corporation (TRI $116.76)
  • $116.76 P/E (TTM): 22.76X Cap: $53.79B
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• Premium Brands Holdings Corporation (PBH $103.93)
  • $103.93 P/E (TTM): 68.52X Cap: $4.53B
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• Nutrien Ltd. (NTR $95.80)
  • $95.80 P/E (TTM): 56.3X Cap: $47.92B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.75)
  • $70.75 P/E (TTM): 32.62X Cap: $114.44B
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• A & W Food Services of Canada Inc. (AW $35.86)
  • $35.86 P/E (TTM): 31.21X Cap: $863M
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Q: hi, I am down on all these names. I am considering adding to (some of?) them. I am looking for some growth in share price ( to match or beat inflation ) and a consistent growing dividend ( matching or beating inflation ). I also don't want to end up with another AQN or BCE scenario. could you kindly give us your advice on these names and include your thoughts on whether they are a buy (add to ), sell, or hold please.
cheers, Chris

Upvote 25

Read Answer Asked by chris on November 26, 2024

• WELL Health Technologies Corp. (WELL $3.92)
  • $3.92 Cap: $1.01B
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Q: There is a yahoo article on WELL:
https://ca.finance.yahoo.com/news/well-health-technologies-tse-well-121138131.html?guccounter=1

Could you comment on it?

I have less then 1% position on Well (up 10% but only with lots of perseverance) but i am considering going to 2.5% given it is a small cap. I know you don't comment on size but given recent stock movement would it be your comfort zone to add at this price?

Upvote 12

Read Answer Asked by JR on November 26, 2024

• Intuitive Surgical Inc. (ISRG $478.60)
  • $478.60 P/E (TTM): 62.92X Cap: $176.18B
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• Eli Lilly and Company (LLY $1,038.27)
  • $1,038.27 P/E (TTM): 50.15X Cap: $959.76B
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• Vitalhub Corp. (VHI $7.84)
  • $7.84 P/E (TTM): 157.06X Cap: $490M
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• UFP Technologies Inc. (UFPT $247.32)
  • $247.32 P/E (TTM): 31.08X Cap: $2.04B
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Q: I have 1.5% positions in LLY and UFPT. Looking to combine into 1 position. Which would you select right now? Have larger positions in ISRG and VHI as well.
Thanks

Upvote 10

Read Answer Asked by Neil on November 26, 2024

• Infosys Limited American Depositary Shares (INFY $14.21)
  • $14.21 P/E (TTM): 21.86X Cap: $65.47B
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• Nutrien Ltd. (NTR $95.80)
  • $95.80 P/E (TTM): 56.3X Cap: $47.92B
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• Magna International Inc. (MGA $57.82)
  • $57.82 P/E (TTM): 14.97X Cap: $16.26B
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Q: Is it time to add to infosys and/or magna? What about adding to ntr.

Upvote 6

Read Answer Asked by satish on November 26, 2024

• PulteGroup Inc. (PHM $138.89)
  • $138.89 P/E (TTM): 12.35X Cap: $26.76B
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• LGI Homes Inc. (LGIH $59.77)
  • $59.77 P/E (TTM): 13.56X Cap: $1.36B
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• NVR Inc. (NVR $8,096.16)
  • $8,096.16 P/E (TTM): 17.8X Cap: $22.99B
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• Dream Finders Homes Inc. Class A (DFH $20.39)
  • $20.39 P/E (TTM): 7.39X Cap: $1.91B
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• Green Brick Partners Inc. (GRBK $77.56)
  • $77.56 P/E (TTM): 10.18X Cap: $3.26B
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Q: I have seen comparisons drawn between DFH, as an 'early stage' version of NVR. With its recent branching out, to now include title insurance and mortgage broker services... would you see a big runway for growth for this company in the long term?

Upvote 2

Read Answer Asked by Anthony on November 26, 2024

• Tourmaline Oil Corp. (TOU $61.87)
  • $61.87 P/E (TTM): 17.45X Cap: $23.83B
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• Tamarack Valley Energy Ltd. (TVE $9.31)
  • $9.31 Cap: $495M
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Q: Hi 5i. bought TVE in Jan 2022 @ 4.58. It has just now gotten back to break-even.
Thinking of selling TVE and replacing with TOU.
Your thoughts on this move would be much appreciated.
Thanks, Terry

Upvote 6

Read Answer Asked by Terrance on November 26, 2024

• Lumine Group Inc. (LMN $18.44)
  • $18.44 P/E (TTM): 76.71X Cap: $5.02B
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Q: What do you think of buying Lumine at this $43 level for a 12 month hold, or should I wait for a pullback. Thanks.

Upvote 10

Read Answer Asked by Jocelyne on November 26, 2024

• Tourmaline Oil Corp. (TOU $61.87)
  • $61.87 P/E (TTM): 17.45X Cap: $23.83B
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• Topaz Energy Corp. (TPZ $28.54)
  • $28.54 P/E (TTM): 68.76X Cap: $4.42B
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Q: I have TOU shares have done well. Should I also buy TPZ with annouced inv' t today TOU selling shares. Stay the course? Tks 5i

Upvote 3

Read Answer Asked by Guy on November 26, 2024

Q: if an investor took cash out of canada and invested it outside of Canada and never brought any of the proceeds back into the country , could one avoid any Canadian taxes ?

Upvote 7

Read Answer Asked by jim on November 26, 2024