Investment Q&A

• Enterprise Group Inc. (E $1.21)
  • $1.21 P/E (TTM): 25.74X Cap: $93M
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• Zedcor Inc. (ZDC $5.54)
  • $5.54 P/E (TTM): 420.0X Cap: $584M
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• Vitalhub Corp. (VHI $8.18)
  • $8.18 P/E (TTM): 154.31X Cap: $516M
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• Axon Enterprise Inc. (AXON $542.40)
  • $542.40 P/E (TTM): 133.58X Cap: $43.60B
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• Cellebrite DI Ltd. (CLBT $13.34)
  • $13.34 Cap: $3.19B
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Q: Could you please rank these 5 stocks in terms of growth prospects and business model / sector strengths?

I have a 2yr to 3yr timeframe for these portions of my portfolio. Thx.

Upvote 14

Read Answer Asked by Michael on May 02, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.33B
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Q: Hi 5i, thoughts on yesterday's quarter and forward looking estimates? Would you be a buyer at these levels and have any analyst estimates changed? Also could you provide updated valuation metrics that you like or didn’t like. Thx.

Upvote 8

Read Answer Asked by Christopher on May 02, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.33B
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Q: Good Morning
Your opinion please on Hammond’s lates test quarter and the ongoing issue of share based compensation.
Thank you

Upvote 9

Read Answer Asked by Marty on May 02, 2025

• Black Diamond Group Limited (BDI $17.24)
  • $17.24 P/E (TTM): 30.39X Cap: $1.16B
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Q: Peter and His Wonder Team
BDI just reported quarterly results. Your assessment please...do you think they met analysts expectations? Do you think they create a positive prognosis going forward. Do you think it is a reasonable buy? Thanks for your invaluable insights!

Upvote 5

Read Answer Asked by Ernest on May 02, 2025

• Allied Properties Real Estate Investment Trust (AP.UN $9.51)
  • $9.51 P/E (TTM): 7.1X Cap: $1.21B
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Q: Comments on the recent earnings and outlook?

Upvote 4

Read Answer Asked by Kim on May 02, 2025

• Alleghany Corporation (Y)
  • P/E (TTM): 31.72X
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Q: Please provide an update on Yellow Pages.
Thank you.

Upvote 3

Read Answer Asked by Douglas on May 02, 2025

• First National Financial Corporation (FN $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
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Q: May I have your comments on FN’s earnings please

Upvote 2

Read Answer Asked by Margot on May 02, 2025

• Intuitive Surgical Inc. (ISRG $503.51)
  • $503.51 P/E (TTM): 62.53X Cap: $178.81B
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• Chubb Limited (CB $340.86)
  • $340.86 P/E (TTM): 13.93X Cap: $134.14B
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• Rollins Inc. (ROL $60.89)
  • $60.89 P/E (TTM): 55.39X Cap: $29.29B
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• Axon Enterprise Inc. (AXON $542.40)
  • $542.40 P/E (TTM): 133.58X Cap: $43.60B
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• Brown & Brown Inc. (BRO $71.82)
  • $71.82 P/E (TTM): 21.89X Cap: $24.44B
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• Trane Technologies plc (TT $462.32)
  • $462.32 P/E (TTM): 35.43X Cap: $102.32B
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• Brookfield Corporation Class A Limited Voting Shares (BN $59.82)
  • $59.82 P/E (TTM): 88.8X Cap: $134.31B
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Q: Please rank following for a long term hold. Thanks

Upvote 7

Read Answer Asked by Ben on May 02, 2025

• Lumine Group Inc. (LMN $21.23)
  • $21.23 P/E (TTM): 74.82X Cap: $5.44B
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Q: Hi team,
What’s your take on Lmn’s quarterly results tonight ?

Thanks,
Shane

Upvote 18

Read Answer Asked by Shane on May 02, 2025

• Polaris Renewable Energy Inc. (PIF $11.99)
  • $11.99 Cap: $250M
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• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $826M
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• Lumine Group Inc. (LMN $21.23)
  • $21.23 P/E (TTM): 74.82X Cap: $5.44B
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Q: I would appreciate your thoughts on each of the three companies indicated. What do you currently think about them & would you consider each to be a "buy", "hold" or "sell" going forward? Thank you for your great service.

Upvote 7

Read Answer Asked by Paul on May 02, 2025

• Enbridge Inc. (ENB $72.47)
  • $72.47 P/E (TTM): 27.44X Cap: $158.12B
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• TC Energy Corporation (TRP $87.65)
  • $87.65 P/E (TTM): 26.86X Cap: $87.65B
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• Pembina Pipeline Corporation (PPL $59.95)
  • $59.95 P/E (TTM): 21.18X Cap: $34.84B
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• Keyera Corp. (KEY $52.06)
  • $52.06 P/E (TTM): 38.97X Cap: $11.93B
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• Global X Equal Weight Canadian Pipelines Index ETF (PPLN $13.28)
  • $13.28 P/E (TTM): 22.4X Cap: $99M
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• South Bow Corporation (SOBO $43.86)
  • $43.86 P/E (TTM): 25.85X Cap: $9.13B
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Q: I am an income investor looking for stability with some growth and want to invest in pipelines. I would prefer an ETF like PPLN but the cost is too high with an MER of 0.74 and TER 0.11. If you could only invest in 3 of the above 5 companies, which would you choose? Can you rank the above 5 pipeline companies, from highest growth potential to lowest, over the next 3 years.
Thanks!

Upvote 18

Read Answer Asked by Grant on May 02, 2025

• Cameco Corporation (CCO $161.38)
  • $161.38 P/E (TTM): 134.39X Cap: $70.28B
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Q: I'd like your thoughts on Cameco ($63) earnings.

Thanks, Greg

Upvote 4

Read Answer Asked by Greg on May 02, 2025

• Constellation Software Inc. (CSU $2,520.66)
  • $2,520.66 P/E (TTM): 56.43X Cap: $53.41B
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Q: Hello Peter,

I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv

Upvote 8

Read Answer Asked by Rajiv on May 02, 2025

• Loblaw Companies Limited (L $63.22)
  • $63.22 P/E (TTM): 11.14X Cap: $74.29B
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• George Weston Limited (WN $100.12)
  • $100.12 P/E (TTM): 11.44X Cap: $38.55B
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Q: Is there a clear case for preferring L to WN? L is more liquid while WN does slightly better on P/E and RoE; does liquidity win, here?

Upvote 3

Read Answer Asked by John on May 02, 2025

• McDonald's Corporation (MCD $341.06)
  • $341.06 P/E (TTM): 28.55X Cap: $242.28B
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Q: Shouldn't investors be proceeding cautiously given the S&P P/E is close to 28 and a couple of red flags were announced this morning (jobless claims above expectations; McDonalds largest US sales decline since 2020)? Or am I being too much of a Nervous Nellie?

Upvote 2

Read Answer Asked by Theodore on May 02, 2025

• Apple Inc. (AAPL $264.18)
  • $264.18 P/E (TTM): 33.69X Cap: $3.87T
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• Amazon.com Inc. (AMZN $210.00)
  • $210.00 P/E (TTM): 28.63X Cap: $2.25T
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Q: May I have your opinion of Amazon and Apple’s earnings this quarter and future outlook please.

Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.

Thank you.

Upvote 8

Read Answer Asked by Sandra on May 02, 2025

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.55)
  • $36.55 P/E (TTM): 20.74X Cap: $860M
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Q: Would you consider GDI a sell or hold for a long term investor. Thanks

Upvote 6

Read Answer Asked by Ben on May 02, 2025

• Meta Platforms Inc. (META $648.18)
  • $648.18 P/E (TTM): 27.13X Cap: $1.63T
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• Alphabet Inc. (GOOG $311.43)
  • $311.43 P/E (TTM): 28.83X Cap: $3.77T
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• Digital Realty Trust Inc. (DLR $177.20)
  • $177.20 P/E (TTM): 49.19X Cap: $60.88B
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• T-Mobile US Inc. (TMUS $217.09)
  • $217.09 P/E (TTM): 22.63X Cap: $239.20B
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Q: Portfolio Analytics suggests a need to increase my allocation in utilities, real estate, communication services and consumer defensives. Could you give me your best 3 picks for each category, preferably on the TSX. If you feel the Canadian doesn't have very good choices, suggestions on the US market would be appreciated. Thanks.

Upvote 3

Read Answer Asked by jacques on May 02, 2025

• Open Text Corporation (OTEX $33.79)
  • $33.79 P/E (TTM): 14.09X Cap: $8.46B
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Q: Your thoughts on OTEX, is there enough happening here to see this stock higher in a year from now? What are the most significant numbers in this Q report?
Thanks.

Upvote 5

Read Answer Asked by Harry on May 02, 2025

Q: Hi Peter

Can I get your thoughts on Pinetree. I would like to know if you would add to a position. It looks expensive but I plan on it being a long term hold. I just am struggling on valuation.

Upvote 1

Read Answer Asked by Frank on May 02, 2025