Investment Q&A

• Fastenal Company (FAST $47.77)
  • $47.77 P/E (TTM): 26.81X Cap: $55.07B
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• Waters Corporation (WAT $280.95)
  • $280.95 P/E (TTM): 25.52X Cap: $16.73B
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• Exxon Mobil Corporation (XOM $105.73)
  • $105.73 P/E (TTM): 14.16X Cap: $455.31B
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• Hilton Worldwide Holdings Inc. (HLT $261.42)
  • $261.42 P/E (TTM): 40.35X Cap: $61.69B
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• Vistra Corp. (VST $201.89)
  • $201.89 P/E (TTM): 32.03X Cap: $68.58B
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Q: Insider Buying Thx for the your latest article 5 Long term rules. With regards to the insider buying rule are there any companies at present that you see with significant insider buying ? Thx for all your support.

Upvote 1

Read Answer Asked by blake on August 02, 2024

• Topicus.com Inc. (TOI $175.41)
  • $175.41 P/E (TTM): 87.6X Cap: $23.47B
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Q: Could you please comment on the earnings release for Topicus. Thank You

Upvote 11

Read Answer Asked by rajeev on August 02, 2024

• NexGen Energy Ltd. (NXE $9.35)
  • $9.35 Cap: $5.38B
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• Cameco Corporation (CCO $106.60)
  • $106.60 P/E (TTM): 86.18X Cap: $46.14B
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• Constellation Energy Corporation (CEG $332.36)
  • $332.36 P/E (TTM): 35.38X Cap: $104.89B
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• Global X Uranium ETF (URA $39.57)
  • $39.57 P/E (TTM): 106.14X Cap: $4.12B
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Q: Many companies stand to benefit from the rise of nuclear energy. Is this a good time to invest (long term) in such companies? I am especially interested in the risk-reward profile of the following: Cameco(CCJ), Constellation Energy(CEG), Centrus Energy(LEU) and NexGen Energy(NEX). Are there others that you prefer (Canadian or U.S.)? Or do you believe an ETF focused on uranium/nuclear energy would be a better investment at this time? Thanks for your help. You provide a great service!

Upvote 3

Read Answer Asked by Camille on August 02, 2024

Q: Your take on the markets meltdown today (Aug. 1) would be appreciated.

Upvote 16

Read Answer Asked by Ken on August 02, 2024

• Energulf Resources (ENG)
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• Apple Inc. (AAPL $227.64)
  • $227.64 P/E (TTM): 34.8X Cap: $3.40T
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• Costco Wholesale Corporation (COST $987.92)
  • $987.92 P/E (TTM): 57.3X Cap: $435.04B
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• Meta Platforms Inc. (META $768.75)
  • $768.75 P/E (TTM): 27.91X Cap: $1.93T
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• Microsoft Corporation (MSFT $523.90)
  • $523.90 P/E (TTM): 38.27X Cap: $3.88T
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• NVIDIA Corporation (NVDA $182.84)
  • $182.84 P/E (TTM): 58.94X Cap: $4.45T
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• Eli Lilly and Company (LLY $641.28)
  • $641.28 P/E (TTM): 50.91X Cap: $592.15B
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• Walmart Inc. (WMT $103.92)
  • $103.92 P/E (TTM): 44.33X Cap: $827.80B
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• Zoetis Inc. Class A (ZTS $148.50)
  • $148.50 P/E (TTM): 26.45X Cap: $65.30B
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• Loblaw Companies Limited (L $230.01)
  • $230.01 P/E (TTM): 28.19X Cap: $68.81B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.50)
  • $2,346.50 P/E (TTM): 8.44X Cap: $51.04B
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• Constellation Software Inc. (CSU $4,864.00)
  • $4,864.00 P/E (TTM): 96.06X Cap: $97.47B
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• Tourmaline Oil Corp. (TOU $58.05)
  • $58.05 P/E (TTM): 14.49X Cap: $21.69B
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• WSP Global Inc. (WSP $280.31)
  • $280.31 P/E (TTM): 51.13X Cap: $36.53B
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• TFI International Inc. (TFII $115.92)
  • $115.92 P/E (TTM): 19.98X Cap: $9.94B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.39)
  • $204.39 P/E (TTM): 123.17X Cap: $267.02B
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• goeasy Ltd. (GSY $207.66)
  • $207.66 P/E (TTM): 13.19X Cap: $3.30B
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• iShares Russell 2000 Growth ETF (IWO $291.41)
  • $291.41 P/E (TTM): 4.55X Cap: $11.73B
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• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $33.26)
  • $33.26 P/E (TTM): 24.52X Cap: $328M
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $130.37)
  • $130.37 P/E (TTM): 19.87X Cap: $1.57B
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• INVESCO QQQ Trust (QQQ $573.94)
  • $573.94 P/E (TTM): 59.46X Cap: $367.13B
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• Topicus.com Inc. (TOI $175.41)
  • $175.41 P/E (TTM): 87.6X Cap: $23.47B
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• ARCpoint Inc. (ARC $0.06)
  • $0.06 Cap: $3M
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• Brookfield Corporation Class A Limited Voting Shares (BN $88.81)
  • $88.81 P/E (TTM): 232.14X Cap: $146.68B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $85.02)
  • $85.02 P/E (TTM): 44.29X Cap: $135.98B
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• Lumine Group Inc. (LMN $52.39)
  • $52.39 Cap: $13.31B
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Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in

also what your general thoughts (short comment will suffice) on the markets going fwd

Upvote 14

Read Answer Asked by Terence on August 02, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $39.96)
  • $39.96 Cap: $13.27B
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Q: Thoughts on the quarter? Stock down about 13% (on a down day in the markets). Over done?

Thanks

Dave

Upvote 5

Read Answer Asked by David on August 01, 2024

• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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• Cleveland-Cliffs Inc. (CLF $9.68)
  • $9.68 Cap: $4.72B
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Q: I saw your answer from a couple of weeks ago suggesting to hold Stelco but with earnings approaching in less than a week would you advise me to hold or sell half of my position in Stelco? It has become a large position of approx. 10% with the latest price movement. Thanks in advance.

Upvote 1

Read Answer Asked by Blake on August 01, 2024

• Capstone Copper Corp. (CS $8.77)
  • $8.77 P/E (TTM): 66.88X Cap: $6.98B
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Q: Good evening,
Could you please offer your opinion after their most recent update. Could anticipated future financings cap the stock for a while?


Thank you.

Upvote 4

Read Answer Asked by Brad on August 01, 2024

• Meta Platforms Inc. (META $768.75)
  • $768.75 P/E (TTM): 27.91X Cap: $1.93T
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• Alphabet Inc. (GOOG $201.59)
  • $201.59 P/E (TTM): 21.54X Cap: $2.44T
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• Microsoft Corporation (MSFT $523.90)
  • $523.90 P/E (TTM): 38.27X Cap: $3.88T
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• NVIDIA Corporation (NVDA $182.84)
  • $182.84 P/E (TTM): 58.94X Cap: $4.45T
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• Tenable Holdings Inc. (TENB $28.82)
  • $28.82 Cap: $3.54B
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• Axon Enterprise Inc. (AXON $823.64)
  • $823.64 P/E (TTM): 203.8X Cap: $66.13B
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• CECO Environmental Corp. (CECO $44.37)
  • $44.37 P/E (TTM): 30.51X Cap: $1.55B
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• Comfort Systems USA Inc. (FIX $691.89)
  • $691.89 P/E (TTM): 35.55X Cap: $24.40B
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• SPS Commerce Inc. (SPSC $104.62)
  • $104.62 P/E (TTM): 49.65X Cap: $4.02B
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• Cellebrite DI Ltd. (CLBT $13.51)
  • $13.51 Cap: $3.24B
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Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!

Upvote 8

Read Answer Asked by Rob on August 01, 2024

• Celestica Inc. (CLS $282.70)
  • $282.70 P/E (TTM): 46.48X Cap: $32.87B
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• TerraVest Industries Inc. (TVK $163.21)
  • $163.21 P/E (TTM): 39.58X Cap: $3.08B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $130.37)
  • $130.37 P/E (TTM): 19.87X Cap: $1.57B
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Q: What would be your best 3 Canadian growth companies for the next 3 years, regardless of category?

Upvote 29

Read Answer Asked by Lucy on August 01, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $21.21)
  • $21.21 P/E (TTM): 12.51X
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• Hamilton Enhanced Canadian Bank ETF (HCAL $28.20)
  • $28.20 P/E (TTM): 12.51X Cap: $612M
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Q: In your opinion, pls. recommend the best covered call, Cdn. bank ETF.

Thank You

Upvote 3

Read Answer Asked by Joseph on August 01, 2024

• Vanguard S&P 500 Index ETF (VFV $156.10)
  • $156.10 P/E (TTM): 59.73X Cap: $24.33B
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• SPDR S&P 500 ETF Trust (SPY $636.50)
  • $636.50 P/E (TTM): 57.48X Cap: $663.57B
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Q: Question about discrepancy in price action between these two SP500 index ETFs.

As of 10:50 AM, SPY is up 1.45% while VFV is up 1.23%, lagging SPY by 22 basis points.

What explains the discrepancy in price action between these two very liquid funds? For index funds such as these, is there a mechanism that exists to correct and adjust these funds to the actual price movement of their indexes? Especially when it comes to VFV.

Thank you for your excellent service.

Upvote 1

Read Answer Asked by Karim on August 01, 2024

• Boardwalk Real Estate Investment Trust (BEI.UN $70.27)
  • $70.27 P/E (TTM): 11.05X Cap: $3.80B
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Q: Can I get your take on boardwalks quarter and compared to consensus? How is the valuation and compared to peers thanks

Upvote 1

Read Answer Asked by Scott on August 01, 2024

• ATS Corporation (ATS $39.24)
  • $39.24 Cap: $3.78B
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• Comfort Systems USA Inc. (FIX $691.89)
  • $691.89 P/E (TTM): 35.55X Cap: $24.40B
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• Heico Corporation (HEI $311.98)
  • $311.98 P/E (TTM): 73.05X Cap: $43.59B
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• Jacobs Solutions Inc. (J $147.75)
  • $147.75 P/E (TTM): 40.93X Cap: $17.71B
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• TFI International Inc - Ordinary Shares (TFII $84.06)
  • $84.06 P/E (TTM): 19.98X Cap: $7.23B
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Q: I am down about 23% on a small position in ATS. If I decide to sell it for a tax loss, what are 2 or 3 US growth oriented industrial stocks to investigate as a replacement?

Upvote 9

Read Answer Asked by Lawrence on August 01, 2024

• Surge Energy Inc. (SGY $7.27)
  • $7.27 P/E (TTM): 15.57X Cap: $713M
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Q: Your thoughts please on the quarter. When I read the press release it reinforces what Peter just wrote about in his blog about salespeople promoting their company.

Thx

Upvote 4

Read Answer Asked by blake on August 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.16)
  • $131.16 P/E (TTM): 17.44X Cap: $29.62B
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• Trisura Group Ltd. (TSU $42.73)
  • $42.73 P/E (TTM): 18.48X Cap: $2.01B
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Q: Planning on topping up one of these - which would you choose and why?
Much appreciated ram

Upvote 2

Read Answer Asked by Ray on August 01, 2024

Q: Can any reader suggest a US Money Market Fund I can use at RBC Invest Direct without having to pay the $50 commission they want to charge me.

At TD I use Cnd and US $ MMF without any charges.

Upvote 2

Read Answer Asked by Nigel on August 01, 2024

• Netflix Inc. (NFLX $1,218.75)
  • $1,218.75 P/E (TTM): 51.63X Cap: $514.85B
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• Evertz Technologies Limited (ET $12.11)
  • $12.11 P/E (TTM): 15.45X Cap: $912M
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Q: Is Netflix an actual or potential customer or is it a competitor in the space that the company works in ?

Upvote 1

Read Answer Asked by Doug on August 01, 2024

• Arm Holdings plc (ARM $140.55)
  • $140.55 P/E (TTM): 184.67X Cap: $146.70B
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Q: Please provide your assessment on the quarter and your view on the next 12/24 months

Upvote 4

Read Answer Asked by JR on August 01, 2024

• Agnico Eagle Mines Limited (AEM $187.51)
  • $187.51 P/E (TTM): 41.93X Cap: $93.83B
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Q: Can you please comment on AEM's recent quarter? While costs for miners have increased, given the recent price of gold won't miners like AEM be swimming in cash moving forward? Would you be comfortable adding to a small position in AEM?

Thanks as always for your expertise.

Upvote 3

Read Answer Asked by Richard on August 01, 2024