Investment Q&A

• TerraVest Industries Inc. (TVK $156.13)
  • $156.13 P/E (TTM): 41.76X Cap: $3.25B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.31)
  • $127.31 P/E (TTM): 18.62X Cap: $1.47B
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Q: Based on current market price which would you buy to hold in a TFSA. Currently own both but looking to add to 1 or both.

Upvote 13

Read Answer Asked by Stephen on March 14, 2024

• TerraVest Industries Inc. (TVK $156.13)
  • $156.13 P/E (TTM): 41.76X Cap: $3.25B
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Q: Thanks for your report on TVK. I've liked the company for a while now but I've hesitated because I believed it was heavily correlated to the Oil and gas industry. Do you know what percentage of its business is tied to o&g and would likely be heavily impacted in the next oil downturn? Thx

Upvote 7

Read Answer Asked by Adam on March 14, 2024

• Palo Alto Networks Inc. (PANW $169.09)
  • $169.09 P/E (TTM): 98.79X Cap: $114.02B
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Q: Hi guys. Recent news on a class action. Any thoughts on the impact to the stock/company? Any cause for alarm?

Upvote 3

Read Answer Asked by dan on March 14, 2024

• Morgan Stanley (MS $140.46)
  • $140.46 P/E (TTM): 16.31X Cap: $226.78B
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Q: Why is ms treading water ? The rest of the financials seem to have more life.

Upvote 1

Read Answer Asked by Mark on March 14, 2024

• TerraVest Industries Inc. (TVK $156.13)
  • $156.13 P/E (TTM): 41.76X Cap: $3.25B
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• WELL Health Technologies Corp. (WELL $4.72)
  • $4.72 Cap: $1.15B
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Q: Hello 5i team,

I want to add one of the two stocks to my tfsa where hopefully I do not have to keep a very close eye. Which would be your choice for growth?
Regards
Rajiv

Upvote 8

Read Answer Asked by Rajiv on March 14, 2024

• WSP Global Inc. (WSP $285.34)
  • $285.34 P/E (TTM): 51.42X Cap: $36.74B
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• Exchange Income Corporation (EIF $66.78)
  • $66.78 P/E (TTM): 26.83X Cap: $3.38B
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• Jabil Inc. (JBL $219.61)
  • $219.61 P/E (TTM): 41.24X Cap: $24.29B
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• Boyd Group Services Inc. (BYD $190.00)
  • $190.00 P/E (TTM): 222.77X Cap: $4.07B
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Q: Hi team, I hold the above in more or less equal weights and I need to sell one to fund my RIF payments for the year. Which one would you expect to show the least growth in the next year? Or would you chip away at all of them equally?

Thanks as always, Rod

Upvote 5

Read Answer Asked by Rod on March 14, 2024

• Berkshire Hathaway Inc. (BRK.B $464.19)
  • $464.19 P/E (TTM): 12.6X Cap: $990.45B
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Q: Is there a Canadian equivalent to this stock?

Upvote 6

Read Answer Asked by Fernando on March 14, 2024

• Vanguard Conservative ETF Portfolio (VCNS $30.30)
  • $30.30 P/E (TTM): 20.35X Cap: $578M
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• Vanguard Balanced ETF Portfolio (VBAL $34.77)
  • $34.77 P/E (TTM): 20.32X Cap: $3.71B
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Q: Today, on a risk scale of 1 to 10, 10 being high risk, where would you place a portfolio of 3 parts vbal and 1 part vcns for an 89 and 83 year old couple? Funds should never be required for use, other than being transfered as an inheritance. If wanting to decrease risk a bit, would a one year gic for say 25% be the best idea or?

Upvote 1

Read Answer Asked by Charles on March 14, 2024

• Natcore Technology Inc. (NXT)
  • P/E (TTM): -2.4X Cap: $5M
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• Elastic N.V. (ESTC $80.09)
  • $80.09 Cap: $8.49B
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• Axon Enterprise Inc. (AXON $867.12)
  • $867.12 P/E (TTM): 179.34X Cap: $57.98B
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• Vertiv Holdings LLC Class A (VRT $138.76)
  • $138.76 P/E (TTM): 82.32X Cap: $53.53B
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Q: Good afternoon, Just wondering if your conviction for Elastic N.V. is still as high as it was several weeks ago? Since the drop following the recent earnings report, ESTC hasn't really participated much in any of the tech rallies. I'm down about 11% and wondering if I should be patient, or consider selling and adding to other high conviction picks already owned, such as NXT, VRT or AXON? Thanks. Brad

Upvote 7

Read Answer Asked by Bradley on March 14, 2024

• Purpose High Interest Savings Fund (PSA $50.02)
  • $50.02 Cap: $3.14B
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• Global X High Interest Savings ETF (CASH $50.01)
  • $50.01 Cap: $6.81B
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Q: What will likely happen to PSA and CASH as interest rates drop?

Upvote 4

Read Answer Asked by brent on March 14, 2024

• Toronto-Dominion Bank (The) (TD $100.53)
  • $100.53 P/E (TTM): 10.24X Cap: $172.40B
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• Bank of Nova Scotia (The) (BNS $76.63)
  • $76.63 P/E (TTM): 16.04X Cap: $95.32B
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• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $2.98B
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Q: What is your outlook for GSY, is there any upside left for it or do you think I should hop off here and go to a bank? ..........I would also like to know which bank would be your favourite, even if you recommend keeping GSY.

Upvote 8

Read Answer Asked by Joseph on March 14, 2024

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.70)
  • $8.70 P/E (TTM): 5.16X Cap: $242M
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Q: Good morning, for a short term investment, one year or so which of the two small caps would have more upside, thanks?

Upvote 7

Read Answer Asked by Pat on March 14, 2024

• Caesars Entertainment Inc. (CZR $25.17)
  • $25.17 Cap: $5.34B
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• MGM Resorts International (MGM $34.97)
  • $34.97 P/E (TTM): 19.64X Cap: $9.66B
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Q: Which gaming company, between Caesars Entertainmnnet and MGM Resorts, do you think is the stronger of the two and you would prefer going forward?

Upvote 1

Read Answer Asked by Robert on March 14, 2024

• Jamieson Wellness Inc. (JWEL $34.23)
  • $34.23 P/E (TTM): 27.81X Cap: $1.40B
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Q: Hello, what is your opinion on JWEL after the latest Q, especially with their forecast for 2024 and 2025? Is it a buy? I write this before 9:30 THU and I suspect the stock will go down. Thanks.

Upvote 3

Read Answer Asked by Martin on March 14, 2024

• Purpose High Interest Savings Fund (PSA $50.02)
  • $50.02 Cap: $3.14B
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• Purpose US Cash Fund (PSU.U $100.09)
  • $100.09 Cap: $781M
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• Global X Cash Maximizer Corporate Class ETF (HSAV $116.08)
  • $116.08 Cap: $1.90B
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• Global X USD Cash Maximizer Corporate Class ETF (HSUV.U $115.98)
  • $115.98 Cap: $753M
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• US High Interest Savings Account Fund (HISU.U $100.10)
  • $100.10 Cap: $437M
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• High Interest Savings Account ETF (HISA)
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Q: Good morning, I’m looking to park some cash, both CAD and USD in a savings account ETF. What are your favorite, high yielding, ETF options? Thanks

Upvote 5

Read Answer Asked by Seamus on March 14, 2024

• ATS Corporation (ATS $41.72)
  • $41.72 Cap: $4.02B
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Q: Do you see any catalyst that will move this stock higher? Is time on our side?

Upvote 8

Read Answer Asked by Allen on March 14, 2024

• Danaher Corporation (DHR $199.04)
  • $199.04 P/E (TTM): 41.85X Cap: $141.39B
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• Eli Lilly and Company (LLY $765.95)
  • $765.95 P/E (TTM): 62.03X Cap: $728.80B
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• Stryker Corporation (SYK $380.86)
  • $380.86 P/E (TTM): 51.05X Cap: $145.84B
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Q: What is the expected profit and share price growth for Danaher over the next few years? I already own ISRG. Would you expect DHR to outperform SYK or LLY going forward?

Appreciate your insight.

Paul F.

Upvote 2

Read Answer Asked by Paul on March 14, 2024

• Pan American Silver Corp. (PAAS $40.14)
  • $40.14 P/E (TTM): 31.28X Cap: $13.58B
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• MAG Silver Corp. (MAG $29.82)
  • $29.82 P/E (TTM): 23.56X Cap: $2.90B
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Q: What woul be your favorite silver stock?

Upvote 1

Read Answer Asked by Lorraine on March 14, 2024

• Allied Properties Real Estate Investment Trust (AP.UN $17.05)
  • $17.05 Cap: $2.18B
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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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Q: Hello
A general question.
Are any REITs such as AP.UN, Royalty Funds such as AW.UN or any ETF's eligible to claim the dividend tax credit?
Thank you
Jeff

Upvote 1

Read Answer Asked by JEFF on March 14, 2024

• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $2.98B
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• Propel Holdings Inc. (PRL $35.95)
  • $35.95 P/E (TTM): 17.69X Cap: $1.34B
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Q: Hi

The results yesterday for PRL look good.

Raymond James has risen there price from $18.00 to $31.00.

Could this be a junior/next GSY?

Thank you for time.

Sincerely

Mike

Upvote 16

Read Answer Asked by Mike on March 14, 2024