Investment Q&A

• Microsoft Corporation (MSFT $397.93)
  • $397.93 P/E (TTM): 24.74X Cap: $2.93T
  • View MSFT Profile
  • View Questions on MSFT
• Zoetis Inc. Class A (ZTS $117.01)
  • $117.01 P/E (TTM): 19.21X Cap: $48.80B
  • View ZTS Profile
  • View Questions on ZTS
• Novo Nordisk A/S (NVO $38.09)
  • $38.09 P/E (TTM): 10.67X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO

Q: I am seeking single digit capital gain over the next 2 years which of the 3 companies would you buy. and why. what is the biggest risk for ZTS. is the competition from LLY now baked in to the price ofNVO thanks Richard

Upvote 2

Read Answer Asked by richard on February 20, 2025

• Booking Holdings Inc. (BKNG $4,296.15)
  • $4,296.15 P/E (TTM): 25.53X Cap: $134.33B
  • View BKNG Profile
  • View Questions on BKNG
• BlackRock Inc. (BLK $940.38)
  • $940.38 P/E (TTM): 26.17X Cap: $143.73B
  • View BLK Profile
  • View Questions on BLK
• Blackstone Inc. (BX $107.14)
  • $107.14 P/E (TTM): 27.52X Cap: $79.25B
  • View BX Profile
  • View Questions on BX

Q: Could you rank these three, best to worst as strong compounders, if in fact you believe them to be.
Thank You,
Barry

Upvote 4

Read Answer Asked by Barry on February 20, 2025

• Propel Holdings Inc. (PRL $18.24)
  • $18.24 P/E (TTM): 9.11X Cap: $692M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Propel stock had, lately been doing well, hitting a high of $42, late January, after an analyst upgrade. Today, a month later, it has done full circle, back to $34.50, where, it was trading since October, 2024.

Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?

Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?

Thank You

Upvote 6

Read Answer Asked by rajeev on February 20, 2025

• Strategy Inc (MSTR $146.17)
  • $146.17 Cap: $46.61B
  • View MSTR Profile
  • View Questions on MSTR
• Strategy Inc (STRK $78.82)
  • $78.82 Cap: $46.16B
  • View STRK Profile
  • View Questions on STRK

Q: What are your thoughts on STRK?

Upvote 1

Read Answer Asked by Dustin on February 20, 2025

• BMO SIA Focused North American Equity Fund (ZFN $59.56)
  • $59.56 P/E (TTM): 27.24X Cap: $227M
  • View ZFN Profile
  • View Questions on ZFN
• Adaptiv Select ETF (ADPV $41.33)
  • $41.33 P/E (TTM): 18.94X Cap: $158M
  • View ADPV Profile
  • View Questions on ADPV

Q: Opinions of these etfs that have a technical bent to them and are rebalanced frequently based upon momentum/trends in the market. Both have done well. Would you recommend ? Thank you.

Upvote 3

Read Answer Asked by Paul on February 20, 2025

Q: How does 5i feel about the North America large financials for the balance of this year? Buy, sell, or hold?
Thanks for all the good insights.
Ken

Upvote 4

Read Answer Asked by Ken on February 20, 2025

• Lantheus Holdings Inc. (LNTH $79.03)
  • $79.03 P/E (TTM): 23.45X Cap: $5.16B
  • View LNTH Profile
  • View Questions on LNTH

Q: I am interested in starting a position here. The recent acquisition they made should add to growth... unless it is not going well? Also I feel like I am motivated by its low price (opposite of momentum strategy). Any good news with the Q4 and LNTH should move higher. Your thoughts please.

Upvote 1

Read Answer Asked by Harry on February 20, 2025

• TransMedics Group Inc. (TMDX $125.73)
  • $125.73 P/E (TTM): 25.46X Cap: $4.23B
  • View TMDX Profile
  • View Questions on TMDX

Q: What is your current opinion of this stock..... do you think it will do well in the next 2 years?

Upvote 2

Read Answer Asked by Judith on February 20, 2025

• ECN Capital Corp. (ECN $3.09)
  • $3.09 P/E (TTM): 37.37X Cap: $859M
  • View ECN Profile
  • View Questions on ECN

Q: I am interested in adding to my position here. Reasoning is - last two quarters show improvements, interest rates are lower and possibly will drop more, insiders purchasing shares. Your thoughts would be appreciated.

Upvote 2

Read Answer Asked by Harry on February 20, 2025

• Rogers Sugar Inc. (RSI $6.58)
  • $6.58 P/E (TTM): 11.66X Cap: $837M
  • View RSI Profile
  • View Questions on RSI

Q: Hello again,

RSI has just closed their convertible debenture offering. Does this significantly improve growth potential and therefore investor attention? Is it now timely to invest, or, are there better alternatives?

Grazzia

Upvote 1

Read Answer Asked by Franklin on February 20, 2025

• TFI International Inc. (TFII $140.30)
  • $140.30 P/E (TTM): 36.11X Cap: $11.50B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Hi All at 5i!!
Tfi is contemplating moving its full operation to the US. Will it’s stock stop trading on the TSX and just trade on IS exchange then?
Cheers
Tamara

Upvote 3

Read Answer Asked by Tamara on February 20, 2025

• Lumine Group Inc. (LMN $24.69)
  • $24.69 P/E (TTM): 97.04X Cap: $6.43B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Good morning.. Can i get your opinion of this stock going forward and next quarter anticipated earnings. Cheers

Upvote 13

Read Answer Asked by kenneth on February 20, 2025

• Nebius Group N.V. (NBIS $126.37)
  • $126.37 Cap: $26.89B
  • View NBIS Profile
  • View Questions on NBIS

Q: What did you learn from the NBIS quarterly report? Any key points regarding their fundamentals? Would you add to a position this morning?

Upvote 7

Read Answer Asked by Greg on February 20, 2025

• Cadence Design Systems Inc. (CDNS $294.91)
  • $294.91 P/E (TTM): 70.7X Cap: $78.25B
  • View CDNS Profile
  • View Questions on CDNS

Q: As this conglomerate company has just been awarded the contract for a high speed train from Quebec City to Toronto would you feel this is a good time to buy a small % ?

Upvote 3

Read Answer Asked by Rita on February 20, 2025

• Celsius Holdings Inc. (CELH $45.62)
  • $45.62 P/E (TTM): 178.28X Cap: $11.45B
  • View CELH Profile
  • View Questions on CELH

Q: Good evening, what do you think of CELH moving up their earnings date to tomorrow from Mar? Have you seen this before? Why don’t think management would do this? The stock moved up on the news. Does it signal that it may be all that bad?

Thanks

Upvote 2

Read Answer Asked by Seamus on February 20, 2025

• Barrick Mining Corporation (ABX $58.44)
  • $58.44 P/E (TTM): 14.58X Cap: $97.32B
  • View ABX Profile
  • View Questions on ABX
• Pan American Silver Corp. (PAAS $75.37)
  • $75.37 P/E (TTM): 22.65X Cap: $32.50B
  • View PAAS Profile
  • View Questions on PAAS

Q: For a 3 year hold,which would be your choice,ABX or PAAS?Thanks.

Upvote 3

Read Answer Asked by Maurice on February 20, 2025

• Whitecap Resources Inc. (WCP $14.43)
  • $14.43 P/E (TTM): 14.04X Cap: $17.38B
  • View WCP Profile
  • View Questions on WCP

Q: Your take on their results please. As good as they claim?

Upvote 6

Read Answer Asked by Danny on February 20, 2025

• Whitecap Resources Inc. (WCP $14.43)
  • $14.43 P/E (TTM): 14.04X Cap: $17.38B
  • View WCP Profile
  • View Questions on WCP
• Athabasca Oil Corporation (ATH $9.14)
  • $9.14 P/E (TTM): 18.49X Cap: $4.33B
  • View ATH Profile
  • View Questions on ATH
• Tamarack Valley Energy Ltd. (TVE $10.75)
  • $10.75 Cap: $5.19B
  • View TVE Profile
  • View Questions on TVE

Q: I've held positions in ATH, WCP and TVE for a few years. I'm thinking of selling one to finance other opportunities. With capital appreciation the only requirement, which 2 would you keep and what one would you let go?

Upvote 7

Read Answer Asked by Jim on February 20, 2025

• Valeura Energy Inc. (VLE $14.47)
  • $14.47 P/E (TTM): 4.76X Cap: $1.53B
  • View VLE Profile
  • View Questions on VLE

Q: In an earlier question today on VLE, the answer said a cash position of$133 million and debt of $79 million but when I look at their financial statement it says cash position of US259 million and no debt. Can you clarify which one is right. Thanks

Upvote 3

Read Answer Asked by Bruce on February 20, 2025

• British American Tobacco p.l.c. (BTI $61.29)
  • $61.29 P/E (TTM): 33.23X Cap: $130.50B
  • View BTI Profile
  • View Questions on BTI

Q: Hello all,
Just a comment pertaining to BTI’s price movement. In their recent earnings announcement, they referenced a 6.3 Billion GBP provision for the Canadian class-action lawsuit settled - or soon to be settled. That may have some bearing on recent price action, particularly given that it could potentially portend other, similar actions/outcomes.
Cheers,
Mike

Upvote 1

Read Answer Asked by Mike on February 20, 2025