Investment Q&A

• Whitecap Resources Inc. (WCP $10.57)
  • $10.57 P/E (TTM): 7.27X Cap: $12.83B
  • View WCP Profile
  • View Questions on WCP

Q: Hi 5i, your impression of Whitecap Resources earnings please.

Thanks

Upvote 8

Read Answer Asked by hank on July 26, 2024

• FirstService Corporation (FSV $218.59)
  • $218.59 P/E (TTM): 50.79X Cap: $9.90B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: May I have your comments on earnings please

Upvote 5

Read Answer Asked by Margot on July 26, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.50)
  • $205.50 P/E (TTM): 30.49X Cap: $2.41B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Could you please comment on the results and status of SBC. Thank You

Upvote 16

Read Answer Asked by rajeev on July 26, 2024

• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
  • View AQN Profile
  • View Questions on AQN

Q: with rates coming down would one average down? what is latest on Co. they were trying to sell assets?

Upvote 2

Read Answer Asked by Gilles on July 26, 2024

• Cellebrite DI Ltd. (CLBT $17.17)
  • $17.17 Cap: $4.11B
  • View CLBT Profile
  • View Questions on CLBT
• Cellebrite DI Ltd. Warrants (CLBTW $5.25)
  • $5.25 Cap: $4.46B
  • View CLBTW Profile
  • View Questions on CLBTW

Q: Peter; Can you comment on this company- momentum, earnings etc. are the warrants priced reasonably assuming analysts estimates ? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on July 26, 2024

• Orvana Minerals Corp. (ORV $1.33)
  • $1.33 Cap: $187M
  • View ORV Profile
  • View Questions on ORV

Q: your view on orvana and recent production news
thank you

Upvote 1

Read Answer Asked by howard on July 26, 2024

• TFI International Inc. (TFII $122.13)
  • $122.13 P/E (TTM): 20.2X Cap: $10.33B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: What are your thoughts on their earnings

Thanks for the great service

Upvote 5

Read Answer Asked by Hector on July 26, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Would you add to shop here?

Upvote 3

Read Answer Asked by sean on July 26, 2024

• Chipotle Mexican Grill Inc. (CMG $32.53)
  • $32.53 P/E (TTM): 35.5X Cap: $43.61B
  • View CMG Profile
  • View Questions on CMG

Q: With the share price almost 25% down in the last month following the share split would you consider this restaurant chain as a good investment for the long term ? Also what do you think of yesterday numbers ? Thanks !

Upvote 5

Read Answer Asked by jean on July 26, 2024

• Celestica Inc. (CLS $475.87)
  • $475.87 P/E (TTM): 72.16X Cap: $54.74B
  • View CLS Profile
  • View Questions on CLS
• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• TerraVest Industries Inc. (TVK $131.97)
  • $131.97 Cap: $2.86B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.50)
  • $205.50 P/E (TTM): 30.49X Cap: $2.41B
  • View HPS.A Profile
  • View Questions on HPS.A
• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.32B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Propel Holdings Inc. (PRL $24.89)
  • $24.89 P/E (TTM): 12.37X Cap: $965M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 131.81X Cap: $8.49B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: i hold a number of these small cap names. I do not hold CLS or TVK. At current pricing what order would you add to these names, what names do you think are very attractively priced right now?

Thanks
Tim

Upvote 38

Read Answer Asked by Timothy on July 26, 2024

• Canadian Utilities Limited Class A Non-Voting Shares (CU $39.36)
  • $39.36 P/E (TTM): 23.81X Cap: $10.69B
  • View CU Profile
  • View Questions on CU

Q: CU has had an uptick as have most stocks but I'm still underwater. Do you think it is time to sell and move on. If so, what stock would you suggest to replace it?
Thanks as always

Upvote 4

Read Answer Asked by Thomas on July 26, 2024

• Givex Corp. (GIVX $1.49)
  • $1.49 Cap: $190M
  • View GIVX Profile
  • View Questions on GIVX

Q: Your current thoughts please.
Thank you

Upvote 2

Read Answer Asked by Bill on July 26, 2024

• KKR Real Estate Finance Trust Inc. (KREF $8.25)
  • $8.25 Cap: $572M
  • View KREF Profile
  • View Questions on KREF

Q: KREF's near term earnings prospects seem quite buoyant. Is it worth further investigation?
Best regards,

David

Upvote 1

Read Answer Asked by David on July 26, 2024

• Otis Worldwide Corporation When Issued (OTIS $44.00)
  • $44.00 P/E (TTM): 24.09X Cap: $17.26B
  • View OTIS Profile
  • View Questions on OTIS

Q: May I have your opinion on OTIS and in particular it's growth profile. Thanks.

Upvote 1

Read Answer Asked by Gerry on July 26, 2024

• Cameco Corporation (CCO $146.49)
  • $146.49 P/E (TTM): 121.12X Cap: $64.77B
  • View CCO Profile
  • View Questions on CCO

Q: Good morning,

Looking to understand reasons for recent weakness in CCO?

Thank you

Upvote 2

Read Answer Asked by Brad on July 26, 2024

• Apple Inc. (AAPL $271.40)
  • $271.40 P/E (TTM): 40.93X Cap: $4.02T
  • View AAPL Profile
  • View Questions on AAPL
• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.7X Cap: $3.90T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 58.99X Cap: $4.93T
  • View NVDA Profile
  • View Questions on NVDA
• Crocs Inc. (CROX $82.54)
  • $82.54 P/E (TTM): 23.25X Cap: $4.50B
  • View CROX Profile
  • View Questions on CROX
• CrowdStrike Holdings Inc. (CRWD $538.68)
  • $538.68 Cap: $135.18B
  • View CRWD Profile
  • View Questions on CRWD
• Vertiv Holdings LLC Class A (VRT $193.76)
  • $193.76 P/E (TTM): 95.34X Cap: $73.98B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $60.13)
  • $60.13 P/E (TTM): 162.89X Cap: $15.51B
  • View CELH Profile
  • View Questions on CELH

Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim

Upvote 31

Read Answer Asked by Timothy on July 26, 2024

• Applied Materials Inc. (AMAT $232.55)
  • $232.55 P/E (TTM): 28.1X Cap: $185.25B
  • View AMAT Profile
  • View Questions on AMAT
• Micron Technology Inc. (MU $224.01)
  • $224.01 P/E (TTM): 29.86X Cap: $251.44B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 58.99X Cap: $4.93T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $177.26)
  • $177.26 P/E (TTM): 17.26X Cap: $191.26B
  • View QCOM Profile
  • View Questions on QCOM
• ON Semiconductor Corporation (ON $50.85)
  • $50.85 P/E (TTM): 48.04X Cap: $20.79B
  • View ON Profile
  • View Questions on ON
• Marvell Technology Inc. (MRVL $88.57)
  • $88.57 Cap: $76.35B
  • View MRVL Profile
  • View Questions on MRVL
• Dell Technologies Inc. Class C (DELL $161.01)
  • $161.01 P/E (TTM): 23.69X Cap: $108.25B
  • View DELL Profile
  • View Questions on DELL
• Vertiv Holdings LLC Class A (VRT $193.76)
  • $193.76 P/E (TTM): 95.34X Cap: $73.98B
  • View VRT Profile
  • View Questions on VRT

Q: On a scale from 1 to 10, what number would you assign the following eight stocks where 10 represents the most upside and 1 the least, and what letter grade would you give them where an A represents the least risk and an F the most?

NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT

Upvote 20

Read Answer Asked by Brian on July 26, 2024

• Roper Technologies Inc. (ROP $443.40)
  • $443.40 P/E (TTM): 32.03X Cap: $48.02B
  • View ROP Profile
  • View Questions on ROP
• United Rentals Inc. (URI $858.91)
  • $858.91 P/E (TTM): 22.55X Cap: $55.26B
  • View URI Profile
  • View Questions on URI

Q: Hi,
Have held ROP for many years and done well. Can you please comment on recent earnings which clearly street not happy with. What are your thoughts on a switch from ROP to URI, a company I have wanted to buy for a long time? What is good price for URI? Thank you!

Upvote 3

Read Answer Asked by Neil on July 26, 2024

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $64.27)
  • $64.27 P/E (TTM): 24.59X Cap: $72M
  • View XCD Profile
  • View Questions on XCD

Q: Is this a good ETF for consumer discretionary if someone does not want to own stocks in this sector? Would a 5% weight be ok or would it be considered too low for a ETF ?

Thanks

Upvote 2

Read Answer Asked on July 26, 2024

• iShares Russell 2000 Growth ETF (IWO $327.37)
  • $327.37 P/E (TTM): 21.85X Cap: $13.20B
  • View IWO Profile
  • View Questions on IWO
• iShares S&P/TSX SmallCap Index ETF (XCS $28.35)
  • $28.35 P/E (TTM): 1.05X Cap: $189M
  • View XCS Profile
  • View Questions on XCS
• Vanguard Small Cap Growth ETF (VBK $300.60)
  • $300.60 P/E (TTM): 22.72X Cap: $18.60B
  • View VBK Profile
  • View Questions on VBK
• ISHARES TRUST (IJT $139.38)
  • $139.38 P/E (TTM): 19.55X Cap: $6.20B
  • View IJT Profile
  • View Questions on IJT

Q: Hi there,

Can you comment on the strength of small and mid caps going forward and give me 1 US and 1 Cdn etf to look at?

Ok thanks!

Upvote 3

Read Answer Asked by Robert on July 26, 2024