Investment Q&A

• Kraken Robotics Inc. (PNG $8.60)
  • $8.60 P/E (TTM): 139.5X Cap: $2.56B
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• Zedcor Inc. (ZDC $5.05)
  • $5.05 P/E (TTM): 350.71X Cap: $518M
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• kneat.com inc. (KSI $3.58)
  • $3.58 Cap: $346M
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• Vitalhub Corp. (VHI $7.12)
  • $7.12 P/E (TTM): 69.7X Cap: $440M
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• IES Holdings Inc. (IESC $492.00)
  • $492.00 P/E (TTM): 28.7X Cap: $9.61B
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• Shift4 Payments Inc. Class A (FOUR $42.71)
  • $42.71 P/E (TTM): 61.17X Cap: $3.47B
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• Palantir Technologies Inc. (PLTR $148.12)
  • $148.12 P/E (TTM): 235.65X Cap: $354.91B
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• D2L Inc. Subordinate Voting Shares (DTOL $8.73)
  • $8.73 P/E (TTM): 10.47X Cap: $428M
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• Nebius Group N.V. (NBIS $112.99)
  • $112.99 Cap: $25.91B
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Q: Dear 5i
Could you please rank the above listed stocks from best ie most likely to be worth a lot more after 3-4 years to the least best ie more likely to not do as well over the same 3-4 year time period . I'm also assuming that when i say best i mean companys that not only have great growth profiles but also have descent management and solid products and /or services that will likely remain in high demand for years to come .
Thanks once again
Bill C

Upvote 26

Read Answer Asked by Bill on February 06, 2025

Q: Hello, would you suggest your top CDN stocks for a 25 year old TFSA account that is a passive investor? basically buy it and never look at for years?
Thanks
Carlo

Upvote 7

Read Answer Asked by Carlo on February 05, 2025

• FirstService Corporation (FSV $197.05)
  • $197.05 P/E (TTM): 45.23X Cap: $8.93B
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Q: First Sevice is trading significantly lower today after reporting earnings. I hold this secrity and have done very well with it. Is this serious or a one quarter blip? Your overall thoughts would be appreciated. Thank you.

Upvote 5

Read Answer Asked by Brian on February 05, 2025

• Salesforce Inc. (CRM $185.58)
  • $185.58 P/E (TTM): 24.0X Cap: $172.76B
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• Celestica Inc. (CLS $292.63)
  • $292.63 P/E (TTM): 42.06X Cap: $33.80B
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Q: Celestica- I added a half position last week at $90.10. It’s run back up to $139.50 making it a 3/4 position.. great timing so thank you for the additional insights. My question.. let the winner run seems obvious but do you top it up here or wait for a consolidation. If wait, do you think adding to CRM today makes sense - 1/4 position currently.

Thanks

Upvote 5

Read Answer Asked by Don on February 05, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $114.89)
  • $114.89 Cap: $13.18B
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Q: I see you have ATZ in your tariff stock screener for discretionary. I have a 5.5% position - would you be reducing this if you had such a position? Thanks!

Upvote 3

Read Answer Asked by Kim on February 05, 2025

• Athabasca Oil Corporation (ATH $11.00)
  • $11.00 P/E (TTM): 22.04X Cap: $5.17B
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• Baytex Energy Corp. (BTE $6.14)
  • $6.14 Cap: $4.53B
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• Secure Waste Infrastructure Corp. (SES $21.87)
  • $21.87 P/E (TTM): 39.82X Cap: $4.77B
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• Trican Well Service Ltd. (TCW $7.20)
  • $7.20 P/E (TTM): 12.69X Cap: $1.54B
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• MGM Resorts International (MGM $37.31)
  • $37.31 P/E (TTM): 48.26X Cap: $9.38B
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• Spectrum Brands Holdings Inc. (SPB $75.81)
  • $75.81 P/E (TTM): 17.03X Cap: $1.71B
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• ZoomInfo Technologies Inc. (ZI)
  • P/E (TTM): 116.87X Cap: $3.52B
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• Seaboard Corporation (SEB $5,779.00)
  • $5,779.00 P/E (TTM): 11.48X Cap: $5.51B
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• Stagwell Inc. (STGW $6.40)
  • $6.40 P/E (TTM): 78.5X Cap: $1.57B
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• Coveo Solutions Inc. Subordinate voting shares (CVO $4.46)
  • $4.46 Cap: $412M
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Q: I know this may be hard to answer exactly.
To the best of your knowledge . Who are the top 5 CDN. companies doing substantial or aggressive buy backs ? Also the same question for the US side.

Thanks for your valuable service.
Cal

Upvote 2

Read Answer Asked by cal on February 05, 2025

• Dollarama Inc. (DOL $175.43)
  • $175.43 P/E (TTM): 36.41X Cap: $47.10B
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• TFI International Inc. (TFII $158.22)
  • $158.22 P/E (TTM): 40.0X Cap: $12.73B
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• Thomson Reuters Corporation (TRI $126.27)
  • $126.27 P/E (TTM): 27.72X Cap: $55.73B
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• Alimentation Couche-Tard Inc. (ATD $79.37)
  • $79.37 P/E (TTM): 20.93X Cap: $71.92B
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Q: Hi Peter and Team

I have a half position in DOL and ATD and would like to start a position in TFII and TRI.
In what order would you add to these companies at this time?
Thanks

Upvote 7

Read Answer Asked by Gary on February 05, 2025

• Savaria Corporation (SIS $27.89)
  • $27.89 P/E (TTM): 28.0X Cap: $6.13B
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Q: Does the recent price decline represent a buying opportunity?

Upvote 7

Read Answer Asked by Thomas on February 05, 2025

Q: With some dry powder available, would you suggest to buy now or wait for the tarrifs with China to shake out and see what comes of the 30 day pause with Can/Mex? All buys are with long term hold in mind.

Upvote 7

Read Answer Asked by Harrison on February 05, 2025

• Canaccord Genuity Group Inc. (CF $11.78)
  • $11.78 Cap: $1.20B
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• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
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Q: RCG is up 46% since Jan 2/25 while CF has declined 4% during the same period.Do you know of any reasons for the advance?

Upvote 1

Read Answer Asked by edward on February 05, 2025

Q: A question this morning mentioned a report on updating your income portfolio. Do you do this every time you update a portfolio? If so, where do I find the report in a timely manner?

Upvote 2

Read Answer Asked by Gordon on February 05, 2025

• ATS Corporation (ATS $39.88)
  • $39.88 Cap: $3.87B
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• Tesla Inc. (TSLA $348.75)
  • $348.75 P/E (TTM): 333.88X Cap: $1.35T
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• Cognex Corporation (CGNX $49.06)
  • $49.06 P/E (TTM): 72.31X Cap: $8.21B
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• Symbotic Inc. (SYM $53.37)
  • $53.37 Cap: $32.13B
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• Nebius Group N.V. (NBIS $112.99)
  • $112.99 Cap: $25.91B
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Q: Could you recommend five companies that could benefit from the advancement of robotics?

Upvote 4

Read Answer Asked by Wes on February 05, 2025

• AbbVie Inc. (ABBV $205.73)
  • $205.73 P/E (TTM): 88.49X Cap: $369.38B
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• Eli Lilly and Company (LLY $921.70)
  • $921.70 P/E (TTM): 40.77X Cap: $883.95B
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• Merck & Company Inc. (MRK $120.72)
  • $120.72 P/E (TTM): 16.6X Cap: $298.83B
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Q: Your thoughts on Merck this morning please,do you see any upside?I hold it in my rif and am still showing a small profit.Buy,hold or sell?

Upvote 1

Read Answer Asked by John on February 05, 2025

• Celestica Inc. (CLS $406.51)
  • $406.51 P/E (TTM): 42.06X Cap: $47.16B
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• TerraVest Industries Inc. (TVK $129.55)
  • $129.55 Cap: $2.82B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $212.44)
  • $212.44 P/E (TTM): 30.05X Cap: $2.17B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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Q: Hi 5i, enjoyed your webinar today. Thx for putting it together.

My question is on Canadian on small/mid caps, I've listed a few just to start with. Given the current environment what would be your ten highest conviction picks. I plan to hold for atleast 5 years, so I'm after safe business models that have a high chance of survival. If you list a stock not mentioned frequently on these boards then please provide a small blurb ast to why you like it. Thx again.

Upvote 29

Read Answer Asked by Christopher on February 05, 2025

• Zedcor Inc. (ZDC $5.05)
  • $5.05 P/E (TTM): 350.71X Cap: $518M
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Q: our government has agreed to bolster border controls / surveillance using all tools available including surveillance towers/cameras
Does Zedcor have the capacity to become involved in this process?
I am considering a buy
What is your opinion about current outlook for the company
Many thanks

Upvote 5

Read Answer Asked by Peter on February 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $46.61)
  • $46.61 Cap: $31.69B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $57.51)
  • $57.51 Cap: $8.38B
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Q: I am wondering what is the real difference between these entities and if there are any implications with holding one or the other in TFSA vs RSP or non-reg account.

Upvote 1

Read Answer Asked by Steven on February 05, 2025

• CME Group Inc. (CME $309.20)
  • $309.20 P/E (TTM): 27.34X Cap: $110.69B
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• Alphabet Inc. (GOOGL $300.28)
  • $300.28 P/E (TTM): 27.36X Cap: $3.57T
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• Johnson & Johnson (JNJ $240.82)
  • $240.82 P/E (TTM): 22.03X Cap: $585.38B
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• Altria Group Inc. (MO $66.03)
  • $66.03 P/E (TTM): 15.92X Cap: $109.94B
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• Procter & Gamble Company (The) (PG $142.16)
  • $142.16 P/E (TTM): 21.2X Cap: $332.61B
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• Williams Companies Inc. (The) (WMB $72.47)
  • $72.47 P/E (TTM): 33.64X Cap: $88.04B
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• A.O. Smith Corporation (AOS $64.61)
  • $64.61 P/E (TTM): 16.71X Cap: $8.89B
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• Littelfuse Inc. (LFUS $341.25)
  • $341.25 Cap: $8.71B
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• VICI Properties Inc. (VICI $27.69)
  • $27.69 P/E (TTM): 10.6X Cap: $29.56B
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Q: Hello,
I am looking to add to my US non-registered account. Retiring soon and looking for safety & sustainable growing dividends. Which of these do you prefer and why? Is there something else you would suggest? I am building up my portfolio and have small holidings in GOOGL/JNJ/VICI.
Thanks, Leah

Upvote 4

Read Answer Asked by Leah on February 05, 2025

• Allied Properties Real Estate Investment Trust (AP.UN $9.42)
  • $9.42 P/E (TTM): 6.85X Cap: $1.19B
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Q: Hi, Could you please comment on AP earnings. Thank you

Upvote 1

Read Answer Asked by francis on February 05, 2025

• BMO S&P 500 Index ETF (ZSP $100.62)
  • $100.62 P/E (TTM): 25.8X Cap: $20.67B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.28)
  • $59.28 P/E (TTM): 32.77X Cap: $4.32B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $108.65)
  • $108.65 P/E (TTM): 32.57X Cap: $1.71B
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• iShares NASDAQ 100 Index ETF (XQQU $79.83)
  • $79.83 P/E (TTM): 33.2X Cap: $148M
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Q: Hello, for a 25 year old with $ 500.00 to invest in the TFSA, which of the above would you suggest?
Also, how about for a 27 year old with $ 100K, which one(s) would you suggest? Finally, does BMO have a S&P500 unhedged?
As a quick calculation the Unedged has retuned ~ 6% more with BMO (ZQQ /ZNQ) and ~ 12% with the ishare ( XQQ/XQQU). Right?
Thanks
Carlo

Upvote 2

Read Answer Asked by Carlo on February 05, 2025

• PayPal Holdings Inc. (PYPL $45.78)
  • $45.78 P/E (TTM): 8.38X Cap: $41.74B
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• Mastercard Incorporated (MA $501.57)
  • $501.57 P/E (TTM): 29.87X Cap: $440.05B
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• Visa Inc. (V $304.17)
  • $304.17 P/E (TTM): 28.24X Cap: $576.33B
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• goeasy Ltd. (GSY $35.23)
  • $35.23 P/E (TTM): 2.54X Cap: $559M
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• Propel Holdings Inc. (PRL $18.19)
  • $18.19 P/E (TTM): 9.54X Cap: $724M
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• Fiserv Inc. (FISV $56.49)
  • $56.49 Cap: $30.03B
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Q: Hello,
Can you please give me your input on Paypall earnings. Is it a sell ?
Thanks !

Upvote 6

Read Answer Asked by Nancy on February 05, 2025