Investment Q&A

• Enterprise Group Inc. (E $1.20)
  • $1.20 P/E (TTM): 27.45X Cap: $97M
  • View E Profile
  • View Questions on E
• Zedcor Inc. (ZDC $5.92)
  • $5.92 P/E (TTM): 444.29X Cap: $649M
  • View ZDC Profile
  • View Questions on ZDC
• Vitalhub Corp. (VHI $7.84)
  • $7.84 P/E (TTM): 157.06X Cap: $490M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Axon Enterprise Inc. (AXON $435.81)
  • $435.81 P/E (TTM): 141.0X Cap: $34.48B
  • View AXON Profile
  • View Questions on AXON
• Cellebrite DI Ltd. (CLBT $13.70)
  • $13.70 Cap: $3.41B
  • View CLBT Profile
  • View Questions on CLBT

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 $201.14)
  • $201.14 P/E (TTM): 29.56X Cap: $2.48B
  • View HPS.A Profile
  • View Questions on HPS.A

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 $201.14)
  • $201.14 P/E (TTM): 29.56X Cap: $2.48B
  • View HPS.A Profile
  • View Questions on HPS.A

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 $16.26)
  • $16.26 P/E (TTM): 29.02X Cap: $1.09B
  • View BDI Profile
  • View Questions on BDI
  • View Reports on BDI

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 $9.16)
  • $9.16 Cap: $1.29B
  • View AP.UN Profile
  • View Questions on AP.UN

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
  • View Y Profile
  • View Questions on Y

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
  • View FN Profile
  • View Questions on FN

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 $478.60)
  • $478.60 P/E (TTM): 62.92X Cap: $176.18B
  • View ISRG Profile
  • View Questions on ISRG
• Chubb Limited (CB $332.51)
  • $332.51 P/E (TTM): 13.63X Cap: $129.50B
  • View CB Profile
  • View Questions on CB
• Rollins Inc. (ROL $58.69)
  • $58.69 P/E (TTM): 60.72X Cap: $31.56B
  • View ROL Profile
  • View Questions on ROL
• Axon Enterprise Inc. (AXON $435.81)
  • $435.81 P/E (TTM): 141.0X Cap: $34.48B
  • View AXON Profile
  • View Questions on AXON
• Brown & Brown Inc. (BRO $69.53)
  • $69.53 P/E (TTM): 20.24X Cap: $25.19B
  • View BRO Profile
  • View Questions on BRO
• Trane Technologies plc (TT $460.45)
  • $460.45 P/E (TTM): 35.55X Cap: $104.58B
  • View TT Profile
  • View Questions on TT
• Brookfield Corporation Class A Limited Voting Shares (BN $64.81)
  • $64.81 P/E (TTM): 93.01X Cap: $142.15B
  • View BN Profile
  • View Questions on BN

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 $18.44)
  • $18.44 P/E (TTM): 76.71X Cap: $5.02B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $12.27)
  • $12.27 Cap: $261M
  • View PIF Profile
  • View Questions on PIF
• Propel Holdings Inc. (PRL $24.81)
  • $24.81 P/E (TTM): 11.84X Cap: $976M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Lumine Group Inc. (LMN $18.44)
  • $18.44 P/E (TTM): 76.71X Cap: $5.02B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $70.62)
  • $70.62 P/E (TTM): 26.48X Cap: $152.58B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $83.59)
  • $83.59 P/E (TTM): 24.87X Cap: $86.05B
  • View TRP Profile
  • View Questions on TRP
• Pembina Pipeline Corporation (PPL $59.35)
  • $59.35 P/E (TTM): 20.48X Cap: $34.49B
  • View PPL Profile
  • View Questions on PPL
• Keyera Corp. (KEY $51.03)
  • $51.03 P/E (TTM): 36.17X Cap: $11.25B
  • View KEY Profile
  • View Questions on KEY
• Global X Equal Weight Canadian Pipelines Index ETF (PPLN $12.79)
  • $12.79 P/E (TTM): 22.4X Cap: $96M
  • View PPLN Profile
  • View Questions on PPLN
• South Bow Corporation (SOBO $40.08)
  • $40.08 P/E (TTM): 23.59X Cap: $8.32B
  • View SOBO Profile
  • View Questions on SOBO

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 $158.43)
  • $158.43 P/E (TTM): 132.27X Cap: $70.40B
  • View CCO Profile
  • View Questions on CCO

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 $2,300.49)
  • $2,300.49 P/E (TTM): 55.81X Cap: $49.25B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

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 $67.96)
  • $67.96 P/E (TTM): 8.13X Cap: $79.23B
  • View L Profile
  • View Questions on L
• George Weston Limited (WN $102.98)
  • $102.98 P/E (TTM): 11.18X Cap: $39.15B
  • View WN Profile
  • View Questions on WN

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 $332.08)
  • $332.08 P/E (TTM): 27.81X Cap: $230.17B
  • View MCD Profile
  • View Questions on MCD

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 $261.73)
  • $261.73 P/E (TTM): 34.64X Cap: $4.04T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $199.60)
  • $199.60 P/E (TTM): 28.86X Cap: $2.19T
  • View AMZN Profile
  • View Questions on AMZN

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 $36.06)
  • $36.06 P/E (TTM): 20.38X Cap: $838M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI

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 $649.81)
  • $649.81 P/E (TTM): 28.55X Cap: $1.69T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $309.37)
  • $309.37 P/E (TTM): 29.48X Cap: $3.76T
  • View GOOG Profile
  • View Questions on GOOG
• Digital Realty Trust Inc. (DLR $180.31)
  • $180.31 P/E (TTM): 44.7X Cap: $59.96B
  • View DLR Profile
  • View Questions on DLR
• T-Mobile US Inc. (TMUS $214.68)
  • $214.68 P/E (TTM): 19.0X Cap: $234.37B
  • View TMUS Profile
  • View Questions on TMUS

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 $32.28)
  • $32.28 P/E (TTM): 14.91X Cap: $8.25B
  • View OTEX Profile
  • View Questions on OTEX

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