Investment Q&A

• Alphabet Inc. (GOOG $304.72)
  • $304.72 P/E (TTM): 29.42X Cap: $3.58T
  • View GOOG Profile
  • View Questions on GOOG
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.18)
  • $231.18 P/E (TTM): 142.22X Cap: $299.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Crocs Inc. (CROX $88.41)
  • $88.41 P/E (TTM): 29.23X Cap: $4.64B
  • View CROX Profile
  • View Questions on CROX
• Aspen Aerogels Inc. (ASPN $2.91)
  • $2.91 Cap: $239M
  • View ASPN Profile
  • View Questions on ASPN
• ADF Group Inc. Subordinate Voting Shares (DRX $7.87)
  • $7.87 P/E (TTM): 8.05X Cap: $230M
  • View DRX Profile
  • View Questions on DRX
• Vertiv Holdings LLC Class A (VRT $155.72)
  • $155.72 P/E (TTM): 56.54X Cap: $59.02B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $41.68)
  • $41.68 P/E (TTM): 371.18X Cap: $10.74B
  • View CELH Profile
  • View Questions on CELH
• Cellebrite DI Ltd. (CLBT $18.66)
  • $18.66 Cap: $4.47B
  • View CLBT Profile
  • View Questions on CLBT
• TransMedics Group Inc. (TMDX $122.96)
  • $122.96 P/E (TTM): 49.17X Cap: $4.13B
  • View TMDX Profile
  • View Questions on TMDX
• Nextpower Inc. (NXT $90.07)
  • $90.07 P/E (TTM): 22.29X Cap: $12.96B
  • View NXT Profile
  • View Questions on NXT
• GigaCloud Technology Inc (GCT $40.57)
  • $40.57 P/E (TTM): 11.96X Cap: $1.48B
  • View GCT Profile
  • View Questions on GCT
• Westgold Resources Limited Ordinary shares (WGX $5.65)
  • $5.65 Cap: $5.25B
  • View WGX Profile
  • View Questions on WGX

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 $80.58)
  • $80.58 P/E (TTM): 15.69X Cap: $7.80B
  • View SFM Profile
  • View Questions on SFM

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 $29.45)
  • $29.45 P/E (TTM): 19.61X Cap: $368M
  • View XMH Profile
  • View Questions on XMH
• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $47.50)
  • $47.50 P/E (TTM): 17.68X Cap: $671M
  • View XSU Profile
  • View Questions on XSU
• iShares Core S&P Mid-Cap ETF (IJH $66.67)
  • $66.67 P/E (TTM): 20.02X Cap: $101.57B
  • View IJH Profile
  • View Questions on IJH
• iShares Expanded Tech-Software Sector ETF (IGV $107.02)
  • $107.02 P/E (TTM): 47.55X Cap: $8.26B
  • View IGV Profile
  • View Questions on IGV

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 $42.39)
  • $42.39 P/E (TTM): 39.31X Cap: $48.60B
  • View FAST Profile
  • View Questions on FAST
• Comfort Systems USA Inc. (FIX $939.63)
  • $939.63 P/E (TTM): 37.43X Cap: $31.17B
  • View FIX Profile
  • View Questions on FIX
• Watsco Inc. (WSO $350.12)
  • $350.12 P/E (TTM): 26.96X Cap: $14.12B
  • View WSO Profile
  • View Questions on WSO

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 $1.92)
  • $1.92 P/E (TTM): 38.4X Cap: $265M
  • View TGH Profile
  • View Questions on TGH

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 $59.38)
  • $59.38 P/E (TTM): 39.84X Cap: $2.09B
  • View CECO Profile
  • View Questions on CECO

Q: Is it time to sell

Upvote 2

Read Answer Asked by andre on October 29, 2024

• TerraVest Industries Inc. (TVK $156.52)
  • $156.52 Cap: $3.43B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Lumine Group Inc. (LMN $26.17)
  • $26.17 P/E (TTM): 100.56X Cap: $6.74B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $96.61)
  • $96.61 P/E (TTM): 25.07X Cap: $44B
  • View QSR Profile
  • View Questions on QSR
• Boston Pizza Royalties Income Fund (BPF.UN $22.28)
  • $22.28 P/E (TTM): 13.62X Cap: $532M
  • View BPF.UN Profile
  • View Questions on BPF.UN
  • View Reports on BPF.UN
• Keg Royalties Income Fund (The) (KEG.UN $18.65)
  • $18.65 P/E (TTM): 169.64X Cap: $309M
  • View KEG.UN Profile
  • View Questions on KEG.UN
• Domino's Pizza Inc (DPZ $432.54)
  • $432.54 P/E (TTM): 25.62X Cap: $14.57B
  • View DPZ Profile
  • View Questions on DPZ

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 $1.95)
  • $1.95 P/E (TTM): 6.67X Cap: $186M
  • View HME Profile
  • View Questions on HME
• Halliburton Company (HAL $27.84)
  • $27.84 P/E (TTM): 18.37X Cap: $23.11B
  • View HAL Profile
  • View Questions on HAL
• Marathon Petroleum Corporation (MPC $169.64)
  • $169.64 P/E (TTM): 18.31X Cap: $50.53B
  • View MPC Profile
  • View Questions on MPC
• SLB Limited (SLB $38.39)
  • $38.39 P/E (TTM): 14.88X Cap: $56.96B
  • View SLB Profile
  • View Questions on SLB
• Imperial Oil Limited (IMO $115.67)
  • $115.67 P/E (TTM): 14.99X Cap: $57.35B
  • View IMO Profile
  • View Questions on IMO
• Tourmaline Oil Corp. (TOU $60.42)
  • $60.42 P/E (TTM): 17.33X Cap: $23.10B
  • View TOU Profile
  • View Questions on TOU
• LGX Oil + Gas Inc. (OIL $0.01)
  • View OIL Profile
  • View Questions on OIL

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 $306.31)
  • $306.31 P/E (TTM): 39.01X Cap: $318.22B
  • View GE Profile
  • View Questions on GE
• Transdigm Group Incorporated (TDG $1,269.99)
  • $1,269.99 P/E (TTM): 39.33X Cap: $71.11B
  • View TDG Profile
  • View Questions on TDG
• Heico Corporation (HEI $322.58)
  • $322.58 P/E (TTM): 67.01X Cap: $42.97B
  • View HEI Profile
  • View Questions on HEI
• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 54.98X
  • View HWM.W Profile
  • View Questions on HWM.W
• Loar Holdings Inc. (LOAR $68.89)
  • $68.89 P/E (TTM): 104.48X Cap: $6.44B
  • View LOAR Profile
  • View Questions on LOAR

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 $566.77)
  • $566.77 P/E (TTM): 73.56X Cap: $199.18B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $178.33)
  • $178.33 P/E (TTM): 42.42X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA
• Palo Alto Networks Inc. (PANW $187.29)
  • $187.29 P/E (TTM): 116.1X Cap: $129.55B
  • View PANW Profile
  • View Questions on PANW
• Crocs Inc. (CROX $88.41)
  • $88.41 P/E (TTM): 29.23X Cap: $4.64B
  • View CROX Profile
  • View Questions on CROX
• CrowdStrike Holdings Inc. (CRWD $483.19)
  • $483.19 Cap: $120.31B
  • View CRWD Profile
  • View Questions on CRWD
• TransMedics Group Inc. (TMDX $122.96)
  • $122.96 P/E (TTM): 49.17X Cap: $4.13B
  • View TMDX Profile
  • View Questions on TMDX

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 $566.77)
  • $566.77 P/E (TTM): 73.56X Cap: $199.18B
  • View ISRG Profile
  • View Questions on ISRG

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 $51.25)
  • $51.25 P/E (TTM): 18.02X Cap: $29.90B
  • View PPL Profile
  • View Questions on PPL
• Keyera Corp. (KEY $43.35)
  • $43.35 P/E (TTM): 32.61X Cap: $9.83B
  • View KEY Profile
  • View Questions on KEY

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 $8.74)
  • $8.74 Cap: $194M
  • View DPRO Profile
  • View Questions on DPRO

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 $88.41)
  • $88.41 P/E (TTM): 29.23X Cap: $4.64B
  • View CROX Profile
  • View Questions on CROX

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)
  • View NBC101 Profile
  • View Questions on NBC101
• JPMorgan Ultra-Short Income ETF (JPST $50.71)
  • $50.71 P/E (TTM): 17.81X Cap: $35.42B
  • View JPST Profile
  • View Questions on JPST
• iShares Ultra Short Duration Bond Active ETF (ICSH $50.50)
  • $50.50 P/E (TTM): 16.77X Cap: $6.66B
  • View ICSH Profile
  • View Questions on ICSH

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