Investment Q&A

• TerraVest Industries Inc. (TVK $155.56)
  • $155.56 Cap: $3.41B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $171.42)
  • $171.42 P/E (TTM): 26.0X Cap: $2.07B
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.85)
  • $7.85 P/E (TTM): 6.92X Cap: $225M
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Q: Making my annual TFSA contribution. Please rank the above and rationale and entry price. Also other ideas would be appreciated.
Thanks Steve

Upvote 15

Read Answer Asked by Stephen on February 27, 2024

Q: How are the prices of the indexes calculated? Like the TSX is at 21,000, the S&P at 5000, and the Dow at 39,000.

Upvote 4

Read Answer Asked by David M. on February 27, 2024

• Hudbay Minerals Inc. (HBM $25.66)
  • $25.66 P/E (TTM): 16.09X Cap: $10.28B
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Q: please comment on hbm earnings and particularly guidance release.
thank you

Upvote 1

Read Answer Asked by Howard on February 27, 2024

• Bank of Nova Scotia (The) (BNS $100.14)
  • $100.14 P/E (TTM): 24.61X Cap: $124.84B
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Q: What’s your view and opinion on BNS’ quarterly result?

Upvote 9

Read Answer Asked by André on February 27, 2024

• Super Micro Computer Inc. (SMCI $31.32)
  • $31.32 P/E (TTM): 25.46X Cap: $18.72B
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Q: If you had to put a value on SMCI today based on it's fundamentals and earnings potential what price range would you put on it?

Thanks in advance.
David

Upvote 9

Read Answer Asked by David on February 27, 2024

• Topicus.com Inc. (TOI $124.22)
  • $124.22 P/E (TTM): 1027.95X Cap: $10.46B
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Q: I have a question about Topicus.com Inc

Do you still regard TOI as favourably as you did in March 2023 and consider it to be growing as rapidly in the European theatre as CSU does in North America?

Upvote 14

Read Answer Asked by Adel on February 27, 2024

• Kensington Private Equity Fund Class G (KEN115 $31.80)
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Q: name your 5 top hedge funds with a fairly good track record

Upvote 3

Read Answer Asked by Gary on February 27, 2024

• Berkshire Hathaway Inc. (BRK.B $500.96)
  • $500.96 P/E (TTM): 17.12X Cap: $1.09T
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Q: Thoughts on the quarter and commentary ? We already have a big position. Is there any good reason you would'nt add more ? Thank you.

Upvote 13

Read Answer Asked by Paul on February 27, 2024

• Pure Storage Inc. Class A (PSTG $68.48)
  • $68.48 P/E (TTM): 182.87X Cap: $22.97B
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• Super Micro Computer Inc. (SMCI $31.32)
  • $31.32 P/E (TTM): 25.46X Cap: $18.72B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Coherent Corp. (COHR $172.55)
  • $172.55 P/E (TTM): 270.21X Cap: $28.04B
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• Vertiv Holdings LLC Class A (VRT $157.81)
  • $157.81 P/E (TTM): 60.86X Cap: $61.83B
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Q: looking for small to midcap Ai stocks might be referred to as adaptors.
would CTS be considered?

Upvote 11

Read Answer Asked by Howard on February 27, 2024

• Amazon.com Inc. (AMZN $222.67)
  • $222.67 P/E (TTM): 31.95X Cap: $2.37T
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• Alphabet Inc. (GOOG $306.34)
  • $306.34 P/E (TTM): 30.65X Cap: $3.71T
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Brookfield Infrastructure Partners L.P. (BIP.UN $46.63)
  • $46.63 P/E (TTM): 53.42X Cap: $21.67B
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Q: Good morning
3 questions plse take 3 credits

1. I purchased AW.UN at around 44$ a couple of years ago and since then it has now slid to 30$ what will it take for it to regain some value back up to around 44$?

2. BIP.UN looked like it was recovering but now has slipped back into the high 30$ any particular reason for the fall back?

3. Currently own GOOG which cant seem to get any traction but wondering for a long term hold would AMZN be a better buy for long term growth? Which would you buy if only one can be held?

Thks
Marcel

Upvote 18

Read Answer Asked by Marcel on February 27, 2024

• TerraVest Industries Inc. (TVK $155.56)
  • $155.56 Cap: $3.41B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $171.42)
  • $171.42 P/E (TTM): 26.0X Cap: $2.07B
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Q: Can you please comment on:
(1) Insider Ownership
(2) How is management compensated - salary, options, common shares purchased in open market?
(3) Do they dilute shareholders? Perhaps share count over the last 3-5 years and if it was warranted in your opinion

Thank you so much for your valued information. I am really appreciating 5i Research.

Upvote 12

Read Answer Asked by Francise on February 27, 2024

• Vertiv Holdings LLC Class A (VRT $157.81)
  • $157.81 P/E (TTM): 60.86X Cap: $61.83B
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Q: Just a little unsure if VRT should fall under Tech or Industrials in my portfolio.

Thank you.

Upvote 4

Read Answer Asked by Stefan on February 27, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN $46.63)
  • $46.63 P/E (TTM): 53.42X Cap: $21.67B
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Q: BIP.UN is checking back a little bit lately. Anything the might cause a problem going forward?

Upvote 4

Read Answer Asked by Les on February 27, 2024

• NVIDIA Corporation (NVDA $175.98)
  • $175.98 P/E (TTM): 43.43X Cap: $4.28T
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
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Q: Hi there, can you add anything to the AI conversation regarding CTS?

How is CTS involved with AI or in supporting the use of AI using Nvidia product?

What is expected of CTS when it reports next week?

Is it fairly priced now based on preliminary numbers provided?

Are institutions and insiders now buying again?

How much stock has been purchased now by CTS to cancel, last year plus this year?

Thanks!

Upvote 5

Read Answer Asked by Hussein on February 27, 2024

• Decisive Dividend Corporation (DE $7.10)
  • $7.10 P/E (TTM): 25.54X Cap: $140M
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Q: is it a buy?

Upvote 2

Read Answer Asked by Gary on February 27, 2024

• Lithium Americas Corp. (LAC $6.72)
  • $6.72 Cap: $2.02B
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Q: do you like this company and or the sector?

Upvote 3

Read Answer Asked by Gary on February 27, 2024

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $16.65)
  • $16.65 P/E (TTM): 71.0X Cap: $2.30B
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Q: Do you like this company? As well i have a Itrade account with Canadian dollar and also a USA currency account.
Do you recommend to buy it in the Canadian account or USA because i understand dividend paid in USA currency

Upvote 1

Read Answer Asked by Gary on February 27, 2024

• ICICI Bank Limited (IBN $29.85)
  • $29.85 P/E (TTM): 19.18X Cap: $107.85B
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Q: Is it as good an investment right now as an American or Canadian bank?

Upvote 1

Read Answer Asked by Gary on February 27, 2024

• goeasy Ltd. (GSY $125.89)
  • $125.89 P/E (TTM): 8.9X Cap: $1.98B
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Q: In the 5i Growth portfolio which 3 companies do you see having the best growth potential over the next 3 5 years?

Thanks for all of your guidance.

Mike

Upvote 40

Read Answer Asked by Michael on February 27, 2024

• LifeSpeak Inc (LSPK $0.32)
  • $0.32 Cap: $18M
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Q: What do you think about the company?

Upvote 1

Read Answer Asked by Gary on February 27, 2024