Investment Q&A

• Microsoft Corporation (MSFT $513.81)
  • $513.81 P/E (TTM): 37.65X Cap: $3.81T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $182.04)
  • $182.04 P/E (TTM): 51.29X Cap: $4.36T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $3,920.08)
  • $3,920.08 P/E (TTM): 96.41X Cap: $84.13B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $135.26)
  • $135.26 P/E (TTM): 57.82X Cap: $11.67B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.60)
  • $223.60 P/E (TTM): 86.12X Cap: $285.10B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Elastic N.V. (ESTC $79.70)
  • $79.70 Cap: $8.52B
  • View ESTC Profile
  • View Questions on ESTC
• CrowdStrike Holdings Inc. (CRWD $482.97)
  • $482.97 Cap: $122.72B
  • View CRWD Profile
  • View Questions on CRWD
• Docebo Inc. (DCBO $37.03)
  • $37.03 P/E (TTM): 38.46X Cap: $1.07B
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Shift4 Payments Inc. Class A (FOUR $75.34)
  • $75.34 P/E (TTM): 37.39X Cap: $6.67B
  • View FOUR Profile
  • View Questions on FOUR
• Lumine Group Inc. (LMN $37.32)
  • $37.32 P/E (TTM): 140.64X Cap: $9.58B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• Nextracker Inc. (NXT $89.32)
  • $89.32 P/E (TTM): 23.69X Cap: $13.77B
  • View NXT Profile
  • View Questions on NXT

Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you

Upvote 10

Read Answer Asked by Neil on March 18, 2024

• Amazon.com Inc. (AMZN $216.47)
  • $216.47 P/E (TTM): 32.99X Cap: $2.29T
  • View AMZN Profile
  • View Questions on AMZN
• Booking Holdings Inc. (BKNG $5,041.78)
  • $5,041.78 P/E (TTM): 36.81X Cap: $164.67B
  • View BKNG Profile
  • View Questions on BKNG
• Alimentation Couche-Tard Inc. (ATD $72.65)
  • $72.65 P/E (TTM): 19.24X Cap: $69.04B
  • View ATD Profile
  • View Questions on ATD
• Ulta Beauty Inc. (ULTA $535.76)
  • $535.76 P/E (TTM): 20.77X Cap: $24.14B
  • View ULTA Profile
  • View Questions on ULTA
• Aritzia Inc. Subordinate Voting Shares (ATZ $89.50)
  • $89.50 P/E (TTM): 43.3X Cap: $10.19B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Crocs Inc. (CROX $81.40)
  • $81.40 P/E (TTM): 22.51X Cap: $4.52B
  • View CROX Profile
  • View Questions on CROX
• Boyd Group Services Inc. (BYD $217.26)
  • $217.26 P/E (TTM): 425.05X Cap: $4.65B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.

Upvote 9

Read Answer Asked by Neil on March 18, 2024

• Metro Inc. (MRU $94.72)
  • $94.72 P/E (TTM): 20.49X Cap: $20.55B
  • View MRU Profile
  • View Questions on MRU
• Empire Company Limited Non-Voting Class A Shares (EMP.A $47.64)
  • $47.64 P/E (TTM): 16.36X Cap: $11.04B
  • View EMP.A Profile
  • View Questions on EMP.A
• North West Company Inc. (The) (NWC $46.28)
  • $46.28 P/E (TTM): 16.28X Cap: $2.19B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC

Q: Empire is hitting new 52 week lows, is it a buy at here levels? Would you recommend this as buy for a consumer staple holding?

DON

Upvote 4

Read Answer Asked by Donald on March 18, 2024

• Parkland Corporation (PKI $39.60)
  • $39.60 P/E (TTM): 23.15X Cap: $6.92B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
  • View ATD.A Profile
  • View Questions on ATD.A

Q: Peter; Not sure if you’re aware that PKI is running an ad here (BC) asking for bids on 157 of their convenience/gas stores across Canada. Maybe ATD is weak because they’re planning a bid and might need to raise money.
Rod

Upvote 5

Read Answer Asked by Rodney on March 18, 2024

• BRP Inc. Subordinate Voting Shares (DOO $93.70)
  • $93.70 Cap: $6.89B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: DOO is down 18% in my portfolio. I expect(ed?) to hold it for 6-8 years. I am considering increasing position size (portfolio decision). How does 5i view such a move?
Thank you

Upvote 2

Read Answer Asked by Trevor on March 18, 2024

• McCoy Global Inc. (MCB $3.43)
  • $3.43 P/E (TTM): 14.16X Cap: $92M
  • View MCB Profile
  • View Questions on MCB
  • View Reports on MCB

Q: comments please on MCB recent earnings and dividend increase.
thank you

Upvote 1

Read Answer Asked by howard on March 18, 2024

• iShares MSCI Europe IMI Index ETF (XEU $37.04)
  • $37.04 P/E (TTM): 10.6X Cap: $594M
  • View XEU Profile
  • View Questions on XEU
• SPDR EURO Stoxx 50 ETF (FEZ $62.88)
  • $62.88 P/E (TTM): 47.75X Cap: $4.65B
  • View FEZ Profile
  • View Questions on FEZ

Q: Hi Team,
I am looking to invest in Europe for the first time in a few years. I have held XEU and FEZ. The biggest difference between them seems to be that FEZ includes only 50 large stocks (ASML is 10%) and excludes the UK. Over the last 6 months, XEU has begun to outpace FEZ. Which one do you prefer for a new position? Or would you suggest splitting the investment into both?

Upvote 2

Read Answer Asked by Ken on March 18, 2024

• iShares Core S&P 500 Index ETF (XUS $58.22)
  • $58.22 P/E (TTM): 27.06X Cap: $10.16B
  • View XUS Profile
  • View Questions on XUS
• Vanguard S&P 500 Index ETF (VFV $166.30)
  • $166.30 P/E (TTM): 27.07X Cap: $26.83B
  • View VFV Profile
  • View Questions on VFV
• SPDR S&P 500 ETF Trust (SPY $665.15)
  • $665.15 P/E (TTM): 28.22X Cap: $673.67B
  • View SPY Profile
  • View Questions on SPY
• iShares Core S&P 500 ETF (IVV $668.65)
  • $668.65 P/E (TTM): 27.06X Cap: $695.35B
  • View IVV Profile
  • View Questions on IVV
• Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX $21.17)
  • $21.17 P/E (TTM): 32.28X Cap: $833M
  • View SMAX Profile
  • View Questions on SMAX

Q: Is there any ETF without covered call you would recommend that holds similar stocks as SMAX. Either in USA or CDN dollars. I prefer CDN dollars.

Thanks for the great service

Upvote 2

Read Answer Asked by Hector on March 18, 2024

• Dollarama Inc. (DOL $178.46)
  • $178.46 P/E (TTM): 38.89X Cap: $48.69B
  • View DOL Profile
  • View Questions on DOL
• WSP Global Inc. (WSP $280.69)
  • $280.69 P/E (TTM): 46.36X Cap: $37.03B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Thomson Reuters Corporation (TRI $221.98)
  • $221.98 P/E (TTM): 42.92X Cap: $100.85B
  • View TRI Profile
  • View Questions on TRI
• goeasy Ltd. (GSY $167.40)
  • $167.40 P/E (TTM): 9.54X Cap: $2.56B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• TerraVest Industries Inc. (TVK $140.43)
  • $140.43 Cap: $3.06B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $140.50)
  • $140.50 P/E (TTM): 20.89X Cap: $1.66B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: I’m looking to add a Canadian stock with great potential to compound over the next 5 years or more. I already own stocks such as TFII, ATD, BN and CSU. Which do you think has is the best opportunity to start a new position along GSY, DOL or TRI? Or maybe WSP? Please rank and/is there another I should maybe consider?

Upvote 15

Read Answer Asked by Gerry on March 18, 2024

• Zedcor Inc. (ZDC $5.93)
  • $5.93 P/E (TTM): 340.59X Cap: $631M
  • View ZDC Profile
  • View Questions on ZDC

Q: I was wondering if you could provide an update on this company.
Buy, sell or hold?
Thanks for all your fantastic guidance over the years.

Public Question.

Dave.

Upvote 1

Read Answer Asked by David on March 18, 2024

• North American Construction Group Ltd. (NOA $20.47)
  • $20.47 P/E (TTM): 17.47X Cap: $619M
  • View NOA Profile
  • View Questions on NOA

Q: Hi 5i Team,
Pls comment on North American Construction Group quarterly earning report and this company going forward, would you be comfortable owning this stock.

Thank you.

Upvote 1

Read Answer Asked by Pui on March 18, 2024

• Pure Storage Inc. Class A (PSTG $93.45)
  • $93.45 P/E (TTM): 220.24X Cap: $30.42B
  • View PSTG Profile
  • View Questions on PSTG
• Super Micro Computer Inc. (SMCI $55.22)
  • $55.22 P/E (TTM): 31.61X Cap: $32.05B
  • View SMCI Profile
  • View Questions on SMCI
• Axon Enterprise Inc. (AXON $654.43)
  • $654.43 P/E (TTM): 174.25X Cap: $50.63B
  • View AXON Profile
  • View Questions on AXON
• Modine Manufacturing Company (MOD $160.85)
  • $160.85 P/E (TTM): 44.03X Cap: $8.06B
  • View MOD Profile
  • View Questions on MOD
• Docebo Inc. (DCBO $37.03)
  • $37.03 P/E (TTM): 38.46X Cap: $1.07B
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Vertiv Holdings LLC Class A (VRT $177.46)
  • $177.46 P/E (TTM): 83.8X Cap: $68.93B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $66.13)
  • $66.13 P/E (TTM): 162.79X Cap: $16.27B
  • View CELH Profile
  • View Questions on CELH
• Palantir Technologies Inc. (PLTR $181.56)
  • $181.56 P/E (TTM): 599.13X Cap: $426.12B
  • View PLTR Profile
  • View Questions on PLTR
• Nextracker Inc. (NXT $89.32)
  • $89.32 P/E (TTM): 23.69X Cap: $13.77B
  • View NXT Profile
  • View Questions on NXT

Q: In a previous question I asked a few months ago,
- One of the questions I asked was :
- What Companies do you think was a screaming Buy... And You said SMCI...
- Good call!

- Now my Question is : Currently in this environment, What would you suggest is a Screaming Buy.. - In any Sector, Based on current stock price and valuation

Thanks in advance,
M

Upvote 19

Read Answer Asked by michael on March 18, 2024

Q: I was not able to watch the full webinar about the new analytics because I had to run to work - is there a link to the recording? Thanks.

Upvote 2

Read Answer Asked by Kim on March 18, 2024

• Dollarama Inc. (DOL $178.46)
  • $178.46 P/E (TTM): 38.89X Cap: $48.69B
  • View DOL Profile
  • View Questions on DOL
• Five Below Inc. (FIVE $150.60)
  • $150.60 P/E (TTM): 31.45X Cap: $8.41B
  • View FIVE Profile
  • View Questions on FIVE

Q: As far as the Discount Dollar Stores goes, I know and shop at Dollarama(Canadian)..., I have never experienced Five Below(US Based)...

- I used to like Dollarama as a Consumer, but its starting to get a bit pricey on items I regularly purchased... Not a fan of the price increases, but I still shop there for certain value...

Questions:

1. Which of the 2 companies would you suggest buying, based on valuation, stock price , growth , future and safety...

2. Buy Both or One

3. Crystal ball : Could you see any of the 2 to be takeover targets in future?

4. Any other suggestions in this space?

Thanks in advance
Regards,
M

Upvote 7

Read Answer Asked by michael on March 18, 2024

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
  • View WFT Profile
  • View Questions on WFT
• Russel Metals Inc. (RUS $41.21)
  • $41.21 P/E (TTM): 14.29X Cap: $2.30B
  • View RUS Profile
  • View Questions on RUS
• Melcor Developments Ltd. (MRD $14.83)
  • $14.83 P/E (TTM): 52.07X Cap: $447M
  • View MRD Profile
  • View Questions on MRD
• Genesis Land Development Corp. (GDC $3.60)
  • $3.60 P/E (TTM): 5.62X Cap: $210M
  • View GDC Profile
  • View Questions on GDC

Q: With a record immigration numbers and very few pre-construction sales due to the spook that high rates have put into real estate investors, there is a massive shortage of new housing units that has yet to be felt by the market (in my opinion). I think this is a uniquely Canadian problem and wonder if you see any companies poised to outperform when rates are falling and housing starts begin to pick up? Could you name 3-4 companies that would benefit in different ways when the shortage of available housing starts to translate into a rapid increase in units built?

Upvote 2

Read Answer Asked by Tim on March 18, 2024

• BCE Inc. (BCE $33.33)
  • $33.33 P/E (TTM): 71.2X Cap: $30.96B
  • View BCE Profile
  • View Questions on BCE

Q: Lots of questions here -
What is the timeline for the cost cutting measures?
What are the metrics that describe the potential financial impact of the measures?
How would you rate the proposed measures are adequate to turn things around (low chance = 1, high = 5)?
All else equal, can you guess how BCE's stock price could go up with a drop in BoC interest rates, say by 0.5%, 1%, 2%, 3%?
Thanks a lot. Your guidance is superb.

Upvote 4

Read Answer Asked by TOM on March 18, 2024

• Intel Corporation (INTC $37.48)
  • $37.48 Cap: $162.60B
  • View INTC Profile
  • View Questions on INTC
• Micron Technology Inc. (MU $204.65)
  • $204.65 P/E (TTM): 24.68X Cap: $215.44B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $182.04)
  • $182.04 P/E (TTM): 51.29X Cap: $4.36T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $237.13)
  • $237.13 P/E (TTM): 125.92X Cap: $387.21B
  • View AMD Profile
  • View Questions on AMD
• ON Semiconductor Corporation (ON $51.81)
  • $51.81 P/E (TTM): 46.3X Cap: $20.59B
  • View ON Profile
  • View Questions on ON
• Marvell Technology Inc. (MRVL $89.24)
  • $89.24 Cap: $76.63B
  • View MRVL Profile
  • View Questions on MRVL
• Super Micro Computer Inc. (SMCI $55.22)
  • $55.22 P/E (TTM): 31.61X Cap: $32.05B
  • View SMCI Profile
  • View Questions on SMCI
• ASML Holding N.V. (ASML $1,021.29)
  • $1,021.29 P/E (TTM): 43.98X Cap: $397.14B
  • View ASML Profile
  • View Questions on ASML
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $301.85)
  • $301.85 P/E (TTM): 40.68X Cap: $1.58T
  • View TSM Profile
  • View Questions on TSM
• Vertiv Holdings LLC Class A (VRT $177.46)
  • $177.46 P/E (TTM): 83.8X Cap: $68.93B
  • View VRT Profile
  • View Questions on VRT
• Arm Holdings plc (ARM $174.10)
  • $174.10 P/E (TTM): 224.21X Cap: $163.98B
  • View ARM Profile
  • View Questions on ARM

Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...

2. What would be the Core Holdings going into this Ai moment +

3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...

4. How do you feel about the Valuations and Stock Price of the Current companies listed...

5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...

Thanks in advance,
M

Upvote 8

Read Answer Asked by michael on March 18, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

Q: Hi 5i
In your opinion do you think there is a strategic nature to leaked news of a potential " acquiring " of Nuvie?

As you mentioned the stock had been falling for a week to around $29.5 canadian now up today up around 28%....
....However If this news would have leaked 2 weeks ago at sp of around $36 canadian i believe management would have a harder time convincing shareholder that a potential $30 US take over price is a great price....
Am I dreaming ? Can you provide some commentary....

Thx

Upvote 2

Read Answer Asked by jim on March 18, 2024

• SentinelOne Inc. Class A (S $16.82)
  • $16.82 Cap: $5.62B
  • View S Profile
  • View Questions on S

Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.

Upvote 3

Read Answer Asked by Michael on March 18, 2024

• Costco Wholesale Corporation (COST $937.27)
  • $937.27 P/E (TTM): 67.95X Cap: $423.23B
  • View COST Profile
  • View Questions on COST
• Berkshire Hathaway Inc. (BRK.B $490.83)
  • $490.83 P/E (TTM): 17.0X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Would you please suggest a good entry level for these stocks?
thanks

Upvote 3

Read Answer Asked by Fernando on March 18, 2024