Investment Q&A

• TerraVest Industries Inc. (TVK $141.69)
  • $141.69 Cap: $3.07B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $180.98)
  • $180.98 P/E (TTM): 23.75X Cap: $2.15B
  • View HPS.A Profile
  • View Questions on HPS.A
• Celsius Holdings Inc. (CELH $53.91)
  • $53.91 P/E (TTM): 502.18X Cap: $13.89B
  • View CELH Profile
  • View Questions on CELH
• Cellebrite DI Ltd. (CLBT $16.01)
  • $16.01 Cap: $3.97B
  • View CLBT Profile
  • View Questions on CLBT
• Propel Holdings Inc. (PRL $24.30)
  • $24.30 P/E (TTM): 11.13X Cap: $956M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• TransMedics Group Inc. (TMDX $140.99)
  • $140.99 P/E (TTM): 55.68X Cap: $4.81B
  • View TMDX Profile
  • View Questions on TMDX

Q: What are you three top small caps for US and Canada for long term appreciation. Thank you for your wonderful service.

Upvote 25

Read Answer Asked by Geoff on October 22, 2024

• goeasy Ltd. (GSY $128.85)
  • $128.85 P/E (TTM): 9.43X Cap: $2.05B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Hello Team,

I wonder if you can comment on the steep fall of GSY yesterday followed by a much steeper one today followed by the announcement of 'preliminary Third Quarter Data'. Was it really that bad?
Thanks you,

Upvote 8

Read Answer Asked by Adel on October 22, 2024

• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: What caused the move in DND today ??

John C.

Upvote 2

Read Answer Asked by JOHN on October 22, 2024

• The Cigna Group (CI $272.38)
  • $272.38 P/E (TTM): 12.43X Cap: $72.14B
  • View CI Profile
  • View Questions on CI
• UnitedHealth Group Incorporated (DE) (UNH $294.02)
  • $294.02 P/E (TTM): 18.49X Cap: $256.08B
  • View UNH Profile
  • View Questions on UNH
• Elevance Health Inc. (ELV $341.85)
  • $341.85 P/E (TTM): 15.17X Cap: $71.76B
  • View ELV Profile
  • View Questions on ELV

Q: Appreciate your insights please.

Upvote 3

Read Answer Asked by Steven on October 22, 2024

• Lloyds Banking Group Plc American Depositary Shares (LYG $5.81)
  • $5.81 P/E (TTM): 50.95X Cap: $86.26B
  • View LYG Profile
  • View Questions on LYG

Q: Think this is on its way back? Thx, James

Upvote 1

Read Answer Asked by JAMES on October 22, 2024

• NVIDIA Corporation (NVDA $191.52)
  • $191.52 P/E (TTM): 45.87X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA
• Crocs Inc. (CROX $82.87)
  • $82.87 P/E (TTM): 28.11X Cap: $4.30B
  • View CROX Profile
  • View Questions on CROX
• SPS Commerce Inc. (SPSC $90.18)
  • $90.18 P/E (TTM): 41.38X Cap: $3.40B
  • View SPSC Profile
  • View Questions on SPSC
• Vertiv Holdings LLC Class A (VRT $193.76)
  • $193.76 P/E (TTM): 68.35X Cap: $74.08B
  • View VRT Profile
  • View Questions on VRT
• Cellebrite DI Ltd. (CLBT $16.01)
  • $16.01 Cap: $3.97B
  • View CLBT Profile
  • View Questions on CLBT
• TransMedics Group Inc. (TMDX $140.99)
  • $140.99 P/E (TTM): 55.68X Cap: $4.81B
  • View TMDX Profile
  • View Questions on TMDX

Q: Can you name 6 best to buy us stocks, with a leaning towards growth.
Thanks Rose

Upvote 28

Read Answer Asked by Rose on October 22, 2024

• Constellation Software Inc. (CSU $2,640.06)
  • $2,640.06 P/E (TTM): 62.06X Cap: $56.18B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: In a recent response to a CSU Question, you said they are trading at 24Xs with a historical range of 16-24. So, in a scenario where the market takes the SP back to the 16 range, what is the downside in the SP from current levels?

Thanks for your help.

Upvote 8

Read Answer Asked by Arthur on October 22, 2024

• T-Mobile US Inc. (TMUS $186.25)
  • $186.25 P/E (TTM): 17.84X Cap: $208.32B
  • View TMUS Profile
  • View Questions on TMUS

Q: Based on 5i member questions/responses, I moved some Comms sector ownership into TMUS in May this year. It has steadily marched ahead, and has achieved two years of appreciation (>30%) in 5 months. RSI is high. Analyst's Target Prices are being hit.
I don't see any metrics that say it is much better, growing company.... so I am planning to lock in profits. Is there any metric that you see, that would say it is Buy right now?

Upvote 3

Read Answer Asked by Dave on October 22, 2024

• Knight Therapeutics Inc. (GUD $5.82)
  • $5.82 Cap: $580M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Its been flat for 10 years now. Before Paladin Labs took off how long was the stock doing nothing before it was taken out? Are there signs that should monitored that will show things are about to inflect? They keep buying back lots of shares and presumably executing on their strategy.

Upvote 9

Read Answer Asked by Sal on October 22, 2024

Q: AEYE Your thoughts on this company. Is it a Buy, hold or sell? Thanks

Upvote 2

Read Answer Asked by Charles on October 22, 2024

• Dominion Energy Inc. (D $60.71)
  • $60.71 P/E (TTM): 22.22X Cap: $52.19B
  • View D Profile
  • View Questions on D

Q: "Dominion Energy and Amazon to explore advancement of Small Modular Reactor (SMR) nuclear development in Virginia"

https://news.dominionenergy.com/2024-10-16-Dominion-Energy-and-Amazon-to-explore-advancement-of-Small-Modular-Reactor-SMR-nuclear-development-in-Virginia,1

Dominion sp up over 20% the past year. 4.5% dividend. What do you think about taking a 1/4 to 1/2 position.

Is there US withholding tax on the dividend.

Thank you very much.

Upvote 1

Read Answer Asked by JACK on October 22, 2024

• Pan American Silver Corp. (PAAS $89.31)
  • $89.31 P/E (TTM): 35.34X Cap: $36.85B
  • View PAAS Profile
  • View Questions on PAAS
• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
  • View MAG Profile
  • View Questions on MAG
• Coeur Mining Inc. (CDE $25.62)
  • $25.62 P/E (TTM): 38.12X Cap: $16.45B
  • View CDE Profile
  • View Questions on CDE
• First Majestic Silver Corp. (AG $35.55)
  • $35.55 Cap: $17.46B
  • View AG Profile
  • View Questions on AG

Q: Looking for your recommendations on buying some silver stocks large and small cap in both Canada and the US. Thank you for your great service!

Upvote 3

Read Answer Asked by Ray on October 22, 2024

• Pan American Silver Corp. (PAAS $89.31)
  • $89.31 P/E (TTM): 35.34X Cap: $36.85B
  • View PAAS Profile
  • View Questions on PAAS
• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
  • View MAG Profile
  • View Questions on MAG

Q: Would you please name a couple of your best silver stocks.
Thanks.

Upvote 2

Read Answer Asked by mike on October 22, 2024

• NexGen Energy Ltd. (NXE $18.84)
  • $18.84 Cap: $11.36B
  • View NXE Profile
  • View Questions on NXE

Q: With msft, googl and amzn going for Nuclear Power, When will NXE come on stream and how many pounds production a year, i understand it will be huge .

Is it the best play right now or are there others you prefer ? RAK

Upvote 3

Read Answer Asked by bob on October 22, 2024

• Dynacor Group Inc. (DNG $6.79)
  • $6.79 P/E (TTM): 12.92X Cap: $284M
  • View DNG Profile
  • View Questions on DNG

Q: Can you provide an update on this company and if it’s a good buy for the sector. Valuation etc? Thanks

Upvote 2

Read Answer Asked by Scott on October 22, 2024

• VanEck Uranium Nuclear Energy ETF (NLR $164.37)
  • $164.37 P/E (TTM): 29.38X Cap: $4.80B
  • View NLR Profile
  • View Questions on NLR

Q: Can I please have your opinion on this ETF? Could you endorse it as part of the materials component of a portfolio, or is there a more general metals ETF that has some uranium industry weighting in it that you might suggest instead? Thanks for your thoughts.

Upvote 1

Read Answer Asked by Stephen R. on October 22, 2024

• Freeport-McMoRan Inc. (FCX $63.63)
  • $63.63 P/E (TTM): 41.15X Cap: $90.27B
  • View FCX Profile
  • View Questions on FCX

Q: which 3 copper stocks do you favor in order

Upvote 4

Read Answer Asked by Gary on October 22, 2024

• Lithium Americas Corp. (LAC $8.13)
  • $8.13 Cap: $2.58B
  • View LAC Profile
  • View Questions on LAC
• Albemarle Corporation (ALB $184.33)
  • $184.33 Cap: $22.85B
  • View ALB Profile
  • View Questions on ALB
• Sigma Lithium Corporation (SGML $17.77)
  • $17.77 Cap: $1.97B
  • View SGML Profile
  • View Questions on SGML

Q: Please list in order your 3 top lithium stocks or efts

Upvote 3

Read Answer Asked by Gary on October 22, 2024

• Elevance Health Inc. (ELV $341.85)
  • $341.85 P/E (TTM): 15.17X Cap: $71.76B
  • View ELV Profile
  • View Questions on ELV

Q: Can I get your opinion on the most recent quarter of ELV

Upvote 1

Read Answer Asked by David on October 22, 2024

• First Solar Inc. (FSLR $249.41)
  • $249.41 P/E (TTM): 18.39X Cap: $25.22B
  • View FSLR Profile
  • View Questions on FSLR
• Intuitive Surgical Inc. (ISRG $522.04)
  • $522.04 P/E (TTM): 69.46X Cap: $186.12B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $191.52)
  • $191.52 P/E (TTM): 45.87X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,085.22)
  • $5,085.22 P/E (TTM): 33.55X Cap: $166.11B
  • View BKNG Profile
  • View Questions on BKNG
• Chevron Corporation (CVX $169.93)
  • $169.93 P/E (TTM): 23.44X Cap: $340.38B
  • View CVX Profile
  • View Questions on CVX
• Eli Lilly and Company (LLY $1,023.80)
  • $1,023.80 P/E (TTM): 53.2X Cap: $982.73B
  • View LLY Profile
  • View Questions on LLY
• Pfizer Inc. (PFE $25.86)
  • $25.86 P/E (TTM): 15.17X Cap: $150.67B
  • View PFE Profile
  • View Questions on PFE
• Coinbase Global Inc (COIN $209.43)
  • $209.43 P/E (TTM): 19.31X Cap: $56.47B
  • View COIN Profile
  • View Questions on COIN

Q: As we close in on the US election what would be your short term (up to 1 year) picks be in the US market? For a republican victory energy sector might be interesting or possibly crypto. If crypto how would you play it?
On the other hand if Democrats win what would you choose?
As a long term member, can't thank you enough for what you do.
Jerry

Upvote 12

Read Answer Asked by Gerald on October 22, 2024