Investment Q&A

• Global Payments Inc. (GPN $68.67)
  • $68.67 P/E (TTM): 13.44X Cap: $19.22B
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• FleetCor Technologies Inc. (FLT)
  • P/E (TTM): 21.63X Cap: $22.01B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.14)
  • $12.14 Cap: $1.66B
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• Shift4 Payments Inc. Class A (FOUR $43.33)
  • $43.33 P/E (TTM): 61.99X Cap: $3.52B
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• Nuvei Corporation (NVEI)
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• Fiserv Inc. (FISV $56.74)
  • $56.74 Cap: $30.34B
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Q: Could you formulate who are the direct competitors of Nuvei listed on North America stock market please?

Thanks

Upvote 5

Read Answer Asked by Daniel on March 08, 2024

• NVIDIA Corporation (NVDA $180.25)
  • $180.25 P/E (TTM): 36.79X Cap: $4.38T
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• Crocs Inc. (CROX $77.95)
  • $77.95 Cap: $3.91B
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• Axon Enterprise Inc. (AXON $496.18)
  • $496.18 P/E (TTM): 328.6X Cap: $39.89B
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• CECO Environmental Corp. (CECO $54.50)
  • $54.50 P/E (TTM): 40.07X Cap: $1.94B
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• Churchill Downs Incorporated (CHDN $86.36)
  • $86.36 P/E (TTM): 16.33X Cap: $6.01B
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• Eagle Materials Inc (EXP $186.22)
  • $186.22 P/E (TTM): 14.12X Cap: $5.86B
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• Celsius Holdings Inc. (CELH $44.57)
  • $44.57 P/E (TTM): 178.28X Cap: $11.45B
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• Blue Bird Corporation (BLBD $53.38)
  • $53.38 P/E (TTM): 13.48X Cap: $1.68B
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Q: Thoughts on the dramatic reversal today in NVDA? Are these just the bots selling and then retail panicking causing more selling? Near term top? What are your general thoughts on the markets currently? Does tech need a cooling off period to reset? If you were trimming NVDA, what are some best ideas non tech or AI related to currently buy or add to? Long term investor and focused on keeping position sizing in line. Thanks!

Upvote 15

Read Answer Asked by Keith on March 08, 2024

• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
  • $54.97 P/E (TTM): 31.81X Cap: $2.14B
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Q: I notice AND is up over 10% today . I suspect this is because of the earnings report. Please comment on earnings and more importantly any comments on outlook they may have stated in either their conference call or earnings report. Thanks Garth ......

Upvote 4

Read Answer Asked by Garth on March 08, 2024

• Enbridge Inc. (ENB $74.28)
  • $74.28 P/E (TTM): 28.41X Cap: $162.10B
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• Canadian Natural Resources Limited (CNQ $66.51)
  • $66.51 P/E (TTM): 20.98X Cap: $138.73B
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• Algonquin Power & Utilities Corp. (AQN $8.70)
  • $8.70 Cap: $6.68B
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Q: I know it's not exactly apples to apples, but would you view a swap from AQN to CNQ is a likely net positive 1/5/10 years out? This is for the 'stable' part of my portfolio - some growth but dividends and overall steadiness. Could also consider ENB or FTS (already own BIP). . Thanks in advance. - Jeff

Upvote 5

Read Answer Asked by Jeff on March 08, 2024

• Costco Wholesale Corporation (COST $1,008.43)
  • $1,008.43 P/E (TTM): 70.08X Cap: $447.39B
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Q: Can I have your thoughts about Costco’s most recent quarterly results?

Upvote 8

Read Answer Asked by David M. on March 08, 2024

• Tantalus Systems Holding Inc. (GRID $4.15)
  • $4.15 Cap: $213M
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Q: Based on your previous thoughts on Tantalus systems can you comment on their recent partnership with General Electric and what would be the impact on their future revenues? And can you comment on their unusual spikes in volume on February 22nd and 28th? Big buyers before the spike up?

Thank you

Upvote 4

Read Answer Asked by James on March 08, 2024

• Linamar Corporation (LNR $87.11)
  • $87.11 P/E (TTM): 21.25X Cap: $5.17B
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Q: your opinion on LNR results, is it buy, sell, hold.

Upvote 4

Read Answer Asked by bill on March 08, 2024

• EQB Inc. (EQB $105.70)
  • $105.70 P/E (TTM): 17.71X Cap: $3.87B
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• VersaBank (VBNK $19.01)
  • $19.01 P/E (TTM): 21.12X Cap: $609M
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Q: Your comments please on their quarterly results and outlook moving forward. Thanks.

Upvote 5

Read Answer Asked by Adam on March 08, 2024

• Park Lawn Corporation (PLC $26.48)
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Q: Thoughts on the quarter please?

Upvote 3

Read Answer Asked by blake on March 08, 2024

• EQB Inc. (EQB $105.70)
  • $105.70 P/E (TTM): 17.71X Cap: $3.87B
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• VersaBank (VBNK $19.01)
  • $19.01 P/E (TTM): 21.12X Cap: $609M
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Q: I was just looking at VBNK. The company's performance data looks extremely compelling, And also company insider buying is extensive ; more than what I ever recall seeing on any of the companies I follow. Could you please provide me with an analysis of the investment merits of the company. Also could you compare this company for potential purchase with EQB. What would be your preference, or would a position in both be advisable? Thanks.

Upvote 3

Read Answer Asked by John on March 08, 2024

• Accenture plc Class A (Ireland) (ACN $196.65)
  • $196.65 P/E (TTM): 16.25X Cap: $129.87B
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• Fortinet Inc. (FTNT $83.44)
  • $83.44 P/E (TTM): 34.34X Cap: $61.73B
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• Palo Alto Networks Inc. (PANW $167.02)
  • $167.02 P/E (TTM): 92.27X Cap: $136.28B
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• Zscaler Inc. (ZS $153.76)
  • $153.76 Cap: $24.72B
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• FTI Consulting Inc. (FCN $162.58)
  • $162.58 P/E (TTM): 19.68X Cap: $4.97B
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• Booz Allen Hamilton Holding Corporation (BAH $78.27)
  • $78.27 P/E (TTM): 11.63X Cap: $9.43B
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• CrowdStrike Holdings Inc. (CRWD $441.78)
  • $441.78 Cap: $112.04B
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Q: Digital Currency

With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.

Upvote 4

Read Answer Asked by David on March 08, 2024

• Open Text Corporation (OTEX $31.52)
  • $31.52 P/E (TTM): 13.63X Cap: $7.89B
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Q: Hi team,

Otex seems to have found support around the 200 day, is trading at approximately 8pe and has a +2% dividend.

Is there anything to like about this name and if so, when would you step in?

Upvote 5

Read Answer Asked by James on March 08, 2024

• Zoetis Inc. Class A (ZTS $115.62)
  • $115.62 P/E (TTM): 19.21X Cap: $48.80B
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Q: Hello,

Would Zoetis be a stock that you would recommend and if yes what would you suggest for an entry price?

Upvote 2

Read Answer Asked by Josette on March 08, 2024

Q: I have read through your Macro Market Model information you forwarded yesterday and find it somewhat confussing.
I am subcribed to your Portfolio Analytics but when I go to the bottom of your How to Utilize it and where it says Free Report Download and click on it here is what I get,
Uh oh! We've encountered an error!
"The action you have requested could not be processed. Perhaps you have followed an incomplete link, or are using an old bookmark"?
I am not sure what this means?
If I also go to the Portfolio Analytics There is nothing there that makes reference to the "Macro Market Models".
Can you please clarify ! Thanks.

Upvote 3

Read Answer Asked by Terry on March 08, 2024

Q: Will the Macro Market Models webinar be recorded so we can watch it later? If so do we need to register to get the recording?

Upvote 3

Read Answer Asked by Lisa on March 08, 2024

• Cardinal Health Inc. (CAH $217.08)
  • $217.08 P/E (TTM): 31.23X Cap: $51.08B
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• McKesson Corporation (MCK $940.91)
  • $940.91 P/E (TTM): 27.15X Cap: $115.24B
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Q: Hi - do you have a preference between these two drug distribution companies? If you would avoid both at this time, then that's fine too!

Upvote 3

Read Answer Asked by Doug on March 08, 2024

• Apple Inc. (AAPL $250.12)
  • $250.12 P/E (TTM): 31.66X Cap: $3.67T
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• Amazon.com Inc. (AMZN $207.67)
  • $207.67 P/E (TTM): 28.96X Cap: $2.22T
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• Meta Platforms Inc. (META $613.19)
  • $613.19 P/E (TTM): 26.13X Cap: $1.55T
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• Alphabet Inc. (GOOG $301.46)
  • $301.46 P/E (TTM): 27.89X Cap: $3.65T
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• Microsoft Corporation (MSFT $395.55)
  • $395.55 P/E (TTM): 24.74X Cap: $2.93T
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• NVIDIA Corporation (NVDA $180.25)
  • $180.25 P/E (TTM): 36.79X Cap: $4.38T
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• Tesla Inc. (TSLA $391.20)
  • $391.20 P/E (TTM): 362.22X Cap: $1.46T
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Q: Having very little in technology in a pf and limited new funds are mag7 cdr’s a reasonable means of entering the sector?

If so what would be a reasonable buy point for each

Upvote 7

Read Answer Asked by Barrie on March 08, 2024

• Sagicor Financial Company Ltd. (SFC $9.91)
  • $9.91 P/E (TTM): 7.59X Cap: $1.34B
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Q: Can you please tell me your opinion of Sagicor. It is thinly traded for a company of this size. It was recommended in a Globe article as a good dividend payer with low PE, etc. There is not much forum commentary on this company within 5i, or other stock forum's for example. I would appreciate your insight. Thank you.

Upvote 3

Read Answer Asked by william on March 08, 2024

• Silicon Motion Technology Corporation (SIMO $123.26)
  • $123.26 P/E (TTM): 46.51X Cap: $4.20B
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Q: Any new thoughts on SIMO, buy, sell or hold?

Upvote 2

Read Answer Asked by Gregory on March 08, 2024

Q: Can you comment on London listed Judges Scientific .Valuation and outlook….thx

Upvote 1

Read Answer Asked by Kim on March 08, 2024