Investment Q&A

• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 25.82X Cap: $2.92T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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• Crocs Inc. (CROX $76.70)
  • $76.70 P/E (TTM): 21.55X Cap: $4.18B
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• Aspen Aerogels Inc. (ASPN $7.97)
  • $7.97 Cap: $656M
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.95)
  • $7.95 P/E (TTM): 6.9X Cap: $223M
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• Vertiv Holdings LLC Class A (VRT $169.01)
  • $169.01 P/E (TTM): 80.8X Cap: $64.53B
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• Celsius Holdings Inc. (CELH $60.70)
  • $60.70 P/E (TTM): 169.11X Cap: $16.57B
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• Cellebrite DI Ltd. (CLBT $19.10)
  • $19.10 Cap: $4.57B
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• TransMedics Group Inc. (TMDX $107.29)
  • $107.29 P/E (TTM): 58.18X Cap: $3.65B
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• Nextracker Inc. (NXT $82.80)
  • $82.80 P/E (TTM): 22.85X Cap: $12.25B
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• GigaCloud Technology Inc (GCT $26.19)
  • $26.19 P/E (TTM): 8.54X Cap: $1.06B
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• Westgold Resources Limited Ordinary shares (WGX $4.89)
  • $4.89 Cap: $4.61B
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Q: Hello Team,

I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.

Upvote 11

Read Answer Asked by Kevin on October 30, 2024

• Sprouts Farmers Market Inc. (SFM $102.74)
  • $102.74 P/E (TTM): 21.45X Cap: $10.03B
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Q: Hello 5i
As a follow up to my last question I was surprised to hear SFM only expected 10% growth going forward. Can you tell me what growth was expected this year that could justify a stock price gain of over 140%?
Thank you so much for your help
Dave

Upvote 2

Read Answer Asked by Dave on October 30, 2024

• iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) (XMH $28.00)
  • $28.00 P/E (TTM): 19.03X Cap: $359M
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $45.36)
  • $45.36 P/E (TTM): 16.97X Cap: $635M
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• iShares Core S&P Mid-Cap ETF (IJH $63.25)
  • $63.25 P/E (TTM): 19.03X Cap: $96.76B
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• iShares Expanded Tech-Software Sector ETF (IGV $112.09)
  • $112.09 P/E (TTM): 47.26X Cap: $9.59B
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Q: I am looking for CDN version ETF for IGV, XSMO and IJH. Is there any or similar in CDN dollars.

Thanks for the great service

Upvote 3

Read Answer Asked by Hector on October 29, 2024

• Fastenal Company (FAST $45.78)
  • $45.78 P/E (TTM): 45.22X Cap: $52.53B
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• Comfort Systems USA Inc. (FIX $816.07)
  • $816.07 P/E (TTM): 42.89X Cap: $28.79B
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• Watsco Inc. (WSO $366.95)
  • $366.95 P/E (TTM): 29.1X Cap: $14.87B
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Q: please provide 3 important current metrics used to value WSO and compare them to their 3 year average. if you like WSO what would be a good entry point if not is there a competitor that you would recommend and why thanks Richard

Upvote 3

Read Answer Asked by richard on October 29, 2024

• Tornado Infrastructure Equipment Ltd. (TGH $1.89)
  • $1.89 P/E (TTM): 37.6X Cap: $260M
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Q: Your thoughts on this company as an investment.

Upvote 2

Read Answer Asked by Jerry on October 29, 2024

Q: Is this company a good prospect to invest in.

Upvote 1

Read Answer Asked by Steve on October 29, 2024

• CECO Environmental Corp. (CECO $49.82)
  • $49.82 P/E (TTM): 34.73X Cap: $1.75B
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Q: Is it time to sell

Upvote 2

Read Answer Asked by andre on October 29, 2024

• TerraVest Industries Inc. (TVK $137.00)
  • $137.00 Cap: $2.97B
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• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 148.63X Cap: $9.70B
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Q: 18-24 month hold. In your opinion, which will perform better: LMN or TVK? And why?

Upvote 6

Read Answer Asked by Maureen on October 29, 2024

Q: I use your Watchlist function, but am not sure how up-to-the-minute it is. Can you please clarify? Thank you.

Upvote 3

Read Answer Asked by Molly on October 29, 2024

• Restaurant Brands International Inc. (QSR $93.62)
  • $93.62 P/E (TTM): 25.25X Cap: $42.49B
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• Boston Pizza Royalties Income Fund (BPF.UN $20.70)
  • $20.70 P/E (TTM): 13.05X Cap: $507M
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• Keg Royalties Income Fund (The) (KEG.UN $18.65)
  • $18.65 P/E (TTM): 169.64X Cap: $309M
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• Domino's Pizza Inc (DPZ $406.37)
  • $406.37 P/E (TTM): 23.54X Cap: $13.79B
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Q: I have received my cash payment for the shares in AW.UN. I would like to reinvest the funds and was thinking of investing in either the Keg or Boston Pizza fund. Can you please compare the two funds and advise which would be more stable and have some potential for growth.. Any other suggestion in the food services industry would be welcomed. Thank you for your great service.

Stella

Upvote 3

Read Answer Asked by Stella on October 29, 2024

• Hemisphere Energy Corporation (HME $2.17)
  • $2.17 P/E (TTM): 6.88X Cap: $206M
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• Halliburton Company (HAL $21.97)
  • $21.97 P/E (TTM): 10.93X Cap: $18.73B
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• Marathon Petroleum Corporation (MPC $180.89)
  • $180.89 P/E (TTM): 27.22X Cap: $54.99B
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• SLB Limited (SLB $31.72)
  • $31.72 P/E (TTM): 11.35X Cap: $42.86B
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• Imperial Oil Limited (IMO $121.95)
  • $121.95 P/E (TTM): 13.61X Cap: $62.07B
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• Tourmaline Oil Corp. (TOU $59.67)
  • $59.67 P/E (TTM): 15.29X Cap: $22.35B
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• LGX Oil + Gas Inc. (OIL $0.01)
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Q: I would like to buy two oil stocks with attractive valuations and good returns in 2-3 years
They can be Canadian or US
Which two would you recommend ?
Would SLB or HAL be good choices at present valuations
What are your choices?
Ty as always

Upvote 5

Read Answer Asked by Indra on October 29, 2024

• GE Aerospace (GE $291.49)
  • $291.49 P/E (TTM): 41.75X Cap: $309.10B
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• Transdigm Group Incorporated (TDG $1,277.99)
  • $1,277.99 P/E (TTM): 42.3X Cap: $72.01B
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• Heico Corporation (HEI $306.83)
  • $306.83 P/E (TTM): 68.97X Cap: $42.71B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 55.38X
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• Loar Holdings Inc. (LOAR $79.12)
  • $79.12 P/E (TTM): 176.44X Cap: $7.37B
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Q: What would be your top 3 buys in the Aerospace & Defense sector and why? Or would you just go with an ETF like XAR/PPA/ITA? Thanks!

Upvote 3

Read Answer Asked by Michael on October 29, 2024

• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 61.81X Cap: $153.99B
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Palo Alto Networks Inc. (PANW $208.55)
  • $208.55 P/E (TTM): 134.06X Cap: $139.49B
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• Crocs Inc. (CROX $76.70)
  • $76.70 P/E (TTM): 21.55X Cap: $4.18B
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• CrowdStrike Holdings Inc. (CRWD $493.66)
  • $493.66 Cap: $123.88B
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• TransMedics Group Inc. (TMDX $107.29)
  • $107.29 P/E (TTM): 58.18X Cap: $3.65B
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Q: Making some adjustments in the growth portion of a registered account held in US$ by trimming NVDA & selling CROX which still has a good profit but may languish for awhile. Would you rank the above 4 picks please (highest = 10) and suggest entry price. Also, would you pick just 1 from each of the 2 sectors represented or would you prefer some of each and if so, divide equally or ??
Many thanks as always.

Upvote 7

Read Answer Asked by Alexandra on October 29, 2024

Q: I am concerned about the upcoming US election. Does Hungary have a stock market? If so, what happened to its valuation when the current dictator took over and the country evolved from a democracy into a dictatorship? How has their stock market performed, if they have one, since it became a dictatorship. Thank you

Upvote 3

Read Answer Asked by Richard on October 29, 2024

• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 61.81X Cap: $153.99B
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Q: When you made suggestions to David on his TFSA are they in order of preference, or just random order?

Sheldon

Upvote 3

Read Answer Asked by Sheldon on October 29, 2024

• Pembina Pipeline Corporation (PPL $54.61)
  • $54.61 P/E (TTM): 18.77X Cap: $31.72B
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• Keyera Corp. (KEY $43.87)
  • $43.87 P/E (TTM): 18.89X Cap: $10.05B
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Q: Both PPL and KEY are recieving positive recommendations form analysts. PPl looks cheaper on valuation. Both have similar dividends. If investing new money, which would you choose?

Upvote 5

Read Answer Asked by Ken on October 29, 2024

• Draganfly Inc. - Common Shares (DPRO $16.91)
  • $16.91 Cap: $347M
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Q: would like your view on dpro, appears to be a growing interesting investment space

Upvote 1

Read Answer Asked by howard on October 29, 2024

Q: please list the 5 most negatively impacted Canadian companies(any industry) should Trump win the November 5th election thanks Richard

Upvote 2

Read Answer Asked by richard on October 29, 2024

• Crocs Inc. (CROX $76.70)
  • $76.70 P/E (TTM): 21.55X Cap: $4.18B
  • View CROX Profile
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Q: With the ongoing HeyDude problems and declining P/E, is Crocs in danger of becoming a value trap? Has it already become one? For a growth investor, is CROX still a hold or is it time to move on?

Upvote 2

Read Answer Asked by Martin on October 29, 2024

• Altamira High-Interest CashPerformer Account AdvU$ (NBC101 $1.00)
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• JPMorgan Ultra-Short Income ETF (JPST $50.64)
  • $50.64 P/E (TTM): 17.81X Cap: $34.14B
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• iShares Ultra Short Duration Bond Active ETF (ICSH $50.65)
  • $50.65 P/E (TTM): 16.77X Cap: $6.34B
  • View ICSH Profile
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Q: Short term cash US cash investment.
Hello 51 team,

I have a portfolio at Nat Bank, using NBC101 to park cash; however, it is a bit inconvenient as it required at least 2 days between selling and buying the mutual funds and another day until it posts in our account while ETF is the same processing rule as equities.
I appreciate having your thoughts on using ETF instead==> ICSH vs JPST
What are the difference between the 2 and which one will be your pick?
I noted that ICSH (lower fee .08%, smaller size) vs JPST (higher fee, much larger size). Thank you!

Upvote 2

Read Answer Asked by Nhung on October 29, 2024