Investment Q&A

• Fastenal Company (FAST $47.58)
  • $47.58 P/E (TTM): 26.58X Cap: $54.60B
  • View FAST Profile
  • View Questions on FAST
• Waters Corporation (WAT $300.87)
  • $300.87 P/E (TTM): 27.13X Cap: $17.90B
  • View WAT Profile
  • View Questions on WAT
• Exxon Mobil Corporation (XOM $112.82)
  • $112.82 P/E (TTM): 16.03X Cap: $480.97B
  • View XOM Profile
  • View Questions on XOM
• Hilton Worldwide Holdings Inc. (HLT $268.61)
  • $268.61 P/E (TTM): 41.32X Cap: $63.17B
  • View HLT Profile
  • View Questions on HLT
• Vistra Corp. (VST $211.28)
  • $211.28 P/E (TTM): 33.48X Cap: $71.58B
  • View VST Profile
  • View Questions on VST

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 $163.00)
  • $163.00 P/E (TTM): 77.72X Cap: $13.55B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

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 $12.13)
  • $12.13 Cap: $6.92B
  • View NXE Profile
  • View Questions on NXE
• Cameco Corporation (CCO $119.35)
  • $119.35 P/E (TTM): 97.03X Cap: $51.95B
  • View CCO Profile
  • View Questions on CCO
• Constellation Energy Corporation (CEG $330.90)
  • $330.90 P/E (TTM): 34.54X Cap: $103.37B
  • View CEG Profile
  • View Questions on CEG
• Global X Uranium ETF (URA $49.43)
  • $49.43 Cap: $5.11B
  • View URA Profile
  • View Questions on URA

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)
  • View ENG Profile
  • View Questions on ENG
• Apple Inc. (AAPL $245.50)
  • $245.50 P/E (TTM): 37.25X Cap: $3.64T
  • View AAPL Profile
  • View Questions on AAPL
• Costco Wholesale Corporation (COST $951.16)
  • $951.16 P/E (TTM): 55.56X Cap: $421.81B
  • View COST Profile
  • View Questions on COST
• Meta Platforms Inc. (META $777.86)
  • $777.86 P/E (TTM): 28.24X Cap: $1.95T
  • View META Profile
  • View Questions on META
• Microsoft Corporation (MSFT $517.93)
  • $517.93 P/E (TTM): 37.97X Cap: $3.84T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $176.67)
  • $176.67 P/E (TTM): 56.99X Cap: $4.29T
  • View NVDA Profile
  • View Questions on NVDA
• Eli Lilly and Company (LLY $751.99)
  • $751.99 P/E (TTM): 49.15X Cap: $711.72B
  • View LLY Profile
  • View Questions on LLY
• Walmart Inc. (WMT $102.33)
  • $102.33 P/E (TTM): 43.73X Cap: $815.86B
  • View WMT Profile
  • View Questions on WMT
• Zoetis Inc. Class A (ZTS $145.88)
  • $145.88 P/E (TTM): 25.11X Cap: $64.65B
  • View ZTS Profile
  • View Questions on ZTS
• Loblaw Companies Limited (L $55.47)
  • $55.47 P/E (TTM): 6.86X Cap: $65.94B
  • View L Profile
  • View Questions on L
• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,466.74)
  • $2,466.74 P/E (TTM): 8.72X Cap: $53.26B
  • View FFH Profile
  • View Questions on FFH
• Constellation Software Inc. (CSU $4,417.32)
  • $4,417.32 P/E (TTM): 109.08X Cap: $93.60B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Tourmaline Oil Corp. (TOU $60.79)
  • $60.79 P/E (TTM): 15.2X Cap: $22.77B
  • View TOU Profile
  • View Questions on TOU
• WSP Global Inc. (WSP $287.98)
  • $287.98 P/E (TTM): 46.86X Cap: $37.58B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TFI International Inc. (TFII $128.60)
  • $128.60 P/E (TTM): 21.47X Cap: $10.67B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.60)
  • $211.60 P/E (TTM): 85.93X Cap: $274.94B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $204.51)
  • $204.51 P/E (TTM): 12.29X Cap: $3.28B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• iShares Russell 2000 Growth ETF (IWO $322.41)
  • $322.41 P/E (TTM): 21.57X Cap: $13.02B
  • View IWO Profile
  • View Questions on IWO
• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $36.48)
  • $36.48 P/E (TTM): 12.1X Cap: $361M
  • View ZUB Profile
  • View Questions on ZUB
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $116.30)
  • $116.30 P/E (TTM): 17.44X Cap: $1.38B
  • View HPS.A Profile
  • View Questions on HPS.A
• INVESCO QQQ Trust (QQQ $599.35)
  • $599.35 P/E (TTM): 34.54X Cap: $379.77B
  • View QQQ Profile
  • View Questions on QQQ
• Topicus.com Inc. (TOI $163.00)
  • $163.00 P/E (TTM): 77.72X Cap: $13.55B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• ARCpoint Inc. (ARC $0.04)
  • $0.04 P/E (TTM): 0.51X Cap: $2M
  • View ARC Profile
  • View Questions on ARC
• Brookfield Corporation Class A Limited Voting Shares (BN $99.02)
  • $99.02 P/E (TTM): 166.45X Cap: $148.12B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.67)
  • $82.67 P/E (TTM): 40.65X Cap: $135.38B
  • View BAM Profile
  • View Questions on BAM
• Lumine Group Inc. (LMN $45.80)
  • $45.80 P/E (TTM): 174.24X Cap: $11.75B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $45.38)
  • $45.38 Cap: $17.07B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

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
  • View STLC Profile
  • View Questions on STLC
• Cleveland-Cliffs Inc. (CLF $11.61)
  • $11.61 Cap: $5.74B
  • View CLF Profile
  • View Questions on CLF

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 $10.03)
  • $10.03 P/E (TTM): 72.5X Cap: $7.64B
  • View CS Profile
  • View Questions on CS

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 $777.86)
  • $777.86 P/E (TTM): 28.24X Cap: $1.95T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $255.24)
  • $255.24 P/E (TTM): 27.21X Cap: $3.08T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $517.93)
  • $517.93 P/E (TTM): 37.97X Cap: $3.84T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $176.67)
  • $176.67 P/E (TTM): 56.99X Cap: $4.29T
  • View NVDA Profile
  • View Questions on NVDA
• Tenable Holdings Inc. (TENB $30.23)
  • $30.23 Cap: $3.66B
  • View TENB Profile
  • View Questions on TENB
• Axon Enterprise Inc. (AXON $774.53)
  • $774.53 P/E (TTM): 191.53X Cap: $60.80B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $48.89)
  • $48.89 P/E (TTM): 33.95X Cap: $1.72B
  • View CECO Profile
  • View Questions on CECO
• Comfort Systems USA Inc. (FIX $797.71)
  • $797.71 P/E (TTM): 40.99X Cap: $28.14B
  • View FIX Profile
  • View Questions on FIX
• SPS Commerce Inc. (SPSC $107.19)
  • $107.19 P/E (TTM): 49.17X Cap: $4.06B
  • View SPSC Profile
  • View Questions on SPSC
• Cellebrite DI Ltd. (CLBT $17.61)
  • $17.61 Cap: $4.21B
  • View CLBT Profile
  • View Questions on CLBT

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 $349.84)
  • $349.84 P/E (TTM): 56.32X Cap: $40.24B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $138.00)
  • $138.00 Cap: $2.99B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $116.30)
  • $116.30 P/E (TTM): 17.44X Cap: $1.38B
  • View HPS.A Profile
  • View Questions on HPS.A

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 $22.81)
  • $22.81 P/E (TTM): 11.56X
  • View ZWB Profile
  • View Questions on ZWB
• Hamilton Enhanced Canadian Bank ETF (HCAL $31.80)
  • $31.80 P/E (TTM): 11.55X Cap: $692M
  • View HCAL Profile
  • View Questions on HCAL

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 $163.28)
  • $163.28 P/E (TTM): 27.0X Cap: $26.09B
  • View VFV Profile
  • View Questions on VFV
• SPDR S&P 500 ETF Trust (SPY $663.70)
  • $663.70 P/E (TTM): 26.87X Cap: $669.99B
  • View SPY Profile
  • View Questions on SPY

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 $70.90)
  • $70.90 P/E (TTM): 10.99X Cap: $3.77B
  • View BEI.UN Profile
  • View Questions on BEI.UN

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 $38.50)
  • $38.50 Cap: $3.75B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Comfort Systems USA Inc. (FIX $797.71)
  • $797.71 P/E (TTM): 40.99X Cap: $28.14B
  • View FIX Profile
  • View Questions on FIX
• Heico Corporation (HEI $318.75)
  • $318.75 P/E (TTM): 74.3X Cap: $44.37B
  • View HEI Profile
  • View Questions on HEI
• Jacobs Solutions Inc. (J $149.17)
  • $149.17 P/E (TTM): 37.29X Cap: $17.83B
  • View J Profile
  • View Questions on J
• TFI International Inc - Ordinary Shares (TFII $93.45)
  • $93.45 P/E (TTM): 21.47X Cap: $7.74B
  • View TFII Profile
  • View Questions on TFII

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 $6.94)
  • $6.94 P/E (TTM): 15.09X Cap: $687M
  • View SGY Profile
  • View Questions on SGY

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 $127.65)
  • $127.65 P/E (TTM): 16.86X Cap: $28.64B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Trisura Group Ltd. (TSU $40.46)
  • $40.46 P/E (TTM): 16.31X Cap: $1.92B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

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 $1,226.97)
  • $1,226.97 P/E (TTM): 52.28X Cap: $521.37B
  • View NFLX Profile
  • View Questions on NFLX
• Evertz Technologies Limited (ET $12.30)
  • $12.30 P/E (TTM): 15.38X Cap: $927M
  • View ET Profile
  • View Questions on ET

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 $142.91)
  • $142.91 P/E (TTM): 190.55X Cap: $151.37B
  • View ARM Profile
  • View Questions on ARM

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 $222.13)
  • $222.13 P/E (TTM): 32.97X Cap: $111.66B
  • View AEM Profile
  • View Questions on AEM

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