Investment Q&A

• Amazon.com Inc. (AMZN $208.56)
  • $208.56 P/E (TTM): 29.31X Cap: $2.27T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 27.66X Cap: $3.51T
  • View GOOG Profile
  • View Questions on GOOG
• Salesforce Inc. (CRM $184.96)
  • $184.96 P/E (TTM): 25.02X Cap: $167.94B
  • View CRM Profile
  • View Questions on CRM
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $186.17)
  • $186.17 P/E (TTM): 28.39X Cap: $2.31B
  • View HPS.A Profile
  • View Questions on HPS.A
• Celestica Inc. (CLS $278.46)
  • $278.46 P/E (TTM): 40.38X Cap: $34.89B
  • View CLS Profile
  • View Questions on CLS
• Construction Partners Inc. (ROAD $110.00)
  • $110.00 P/E (TTM): 51.24X Cap: $6.33B
  • View ROAD Profile
  • View Questions on ROAD
• Valhi Inc. (VHI $13.84)
  • $13.84 Cap: $384M
  • View VHI Profile
  • View Questions on VHI
• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Cellebrite DI Ltd. (CLBT $14.12)
  • $14.12 Cap: $3.53B
  • View CLBT Profile
  • View Questions on CLBT
• Propel Holdings Inc. (PRL $17.91)
  • $17.91 P/E (TTM): 9.3X Cap: $740M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: How would you rate buying these growth stocks today for a 3 -year hold?

Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT

Upvote 27

Read Answer Asked by V on May 27, 2025

• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Cellebrite DI Ltd. (CLBT $14.12)
  • $14.12 Cap: $3.53B
  • View CLBT Profile
  • View Questions on CLBT

Q: Please indicate 5 small to midcap stocks for Canada and also for USA in order of preference with -
a.solid growth potential
b.low volatility
Thanks.

Upvote 14

Read Answer Asked by Catherine on May 21, 2025

• Sylogist Ltd. (SYZ $3.88)
  • $3.88 Cap: $85M
  • View SYZ Profile
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  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $186.17)
  • $186.17 P/E (TTM): 28.39X Cap: $2.31B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $3.55)
  • $3.55 Cap: $336M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $41.40)
  • $41.40 P/E (TTM): 42.68X Cap: $1.50B
  • View GSHD Profile
  • View Questions on GSHD
• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $148.57)
  • $148.57 P/E (TTM): 255.3X Cap: $370.45B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $392.89)
  • $392.89 P/E (TTM): 47.07X Cap: $147.28B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.64)
  • $10.64 P/E (TTM): 14.56X Cap: $783M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $4.46)
  • $4.46 Cap: $1.18B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $17.80)
  • $17.80 Cap: $5.54B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $7.70)
  • $7.70 P/E (TTM): 10.87X Cap: $417M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $51.28)
  • $51.28 Cap: $32.13B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $106.47)
  • $106.47 Cap: $27.40B
  • View NBIS Profile
  • View Questions on NBIS
• DeFi Technologies Inc. (DEFI)
  • View DEFI Profile
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Q: Please rank the following US and CAN names in order of preference today for a growth oriented investor.

US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI

Thank you!

Upvote 22

Read Answer Asked by Andrew on May 13, 2025

• Expedia Group Inc. (EXPE $231.65)
  • $231.65 P/E (TTM): 24.22X Cap: $28.95B
  • View EXPE Profile
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• United Rentals Inc. (URI $741.31)
  • $741.31 P/E (TTM): 18.96X Cap: $47.09B
  • View URI Profile
  • View Questions on URI
• Celestica Inc. (CLS $384.60)
  • $384.60 P/E (TTM): 40.38X Cap: $48.01B
  • View CLS Profile
  • View Questions on CLS
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Propel Holdings Inc. (PRL $17.91)
  • $17.91 P/E (TTM): 9.3X Cap: $740M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• D2L Inc. Subordinate Voting Shares (DTOL $7.70)
  • $7.70 P/E (TTM): 10.87X Cap: $417M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL

Q: Hi guys....great service....just wondering if you have 2-3 names on both sides of the border...undervalued and you think are great opportunities for bounceback over the next 6-12 months...

Upvote 26

Read Answer Asked by dan on May 06, 2025

• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR

Q: Can you comment on FOUR's earnings?
Thanks

Upvote 5

Read Answer Asked by sean on April 29, 2025

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 27.66X Cap: $3.51T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $473.49)
  • $473.49 P/E (TTM): 60.74X Cap: $166.90B
  • View ISRG Profile
  • View Questions on ISRG
• Booking Holdings Inc. (BKNG $4,200.63)
  • $4,200.63 P/E (TTM): 26.46X Cap: $134.22B
  • View BKNG Profile
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• Crocs Inc. (CROX $79.17)
  • $79.17 Cap: $4.02B
  • View CROX Profile
  • View Questions on CROX
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Celsius Holdings Inc. (CELH $35.35)
  • $35.35 P/E (TTM): 158.6X Cap: $9.23B
  • View CELH Profile
  • View Questions on CELH
• Palantir Technologies Inc. (PLTR $148.57)
  • $148.57 P/E (TTM): 255.3X Cap: $370.45B
  • View PLTR Profile
  • View Questions on PLTR
• Cantaloupe Inc. (CTLP $10.64)
  • $10.64 P/E (TTM): 14.56X Cap: $783M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $4.46)
  • $4.46 Cap: $1.18B
  • View GENI Profile
  • View Questions on GENI
• Cellebrite DI Ltd. (CLBT $14.12)
  • $14.12 Cap: $3.53B
  • View CLBT Profile
  • View Questions on CLBT
• Sportradar Group AG (SRAD $17.80)
  • $17.80 Cap: $5.54B
  • View SRAD Profile
  • View Questions on SRAD
• Nebius Group N.V. (NBIS $106.47)
  • $106.47 Cap: $27.40B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hello Team,

Are you able to rank the above companies in order on which one you would purchase today, looking for great possible return over the next 2-3 year. Plus 2 of your other favourite US stocks.

Thanks

Upvote 21

Read Answer Asked by Kevin on April 28, 2025

• WSP Global Inc. (WSP $220.03)
  • $220.03 P/E (TTM): 29.55X Cap: $29.91B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $186.17)
  • $186.17 P/E (TTM): 28.39X Cap: $2.31B
  • View HPS.A Profile
  • View Questions on HPS.A
• Axon Enterprise Inc. (AXON $455.03)
  • $455.03 P/E (TTM): 335.95X Cap: $36.99B
  • View AXON Profile
  • View Questions on AXON
• Comfort Systems USA Inc. (FIX $1,374.69)
  • $1,374.69 P/E (TTM): 48.73X Cap: $51.72B
  • View FIX Profile
  • View Questions on FIX
• Vertiv Holdings LLC Class A (VRT $254.83)
  • $254.83 P/E (TTM): 75.07X Cap: $105.65B
  • View VRT Profile
  • View Questions on VRT
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR

Q: Please rank from most conviction in a recovery to least conviction. Thank you

Upvote 14

Read Answer Asked by Cheryl on April 16, 2025

• Axon Enterprise Inc. (AXON $455.03)
  • $455.03 P/E (TTM): 335.95X Cap: $36.99B
  • View AXON Profile
  • View Questions on AXON
• Comfort Systems USA Inc. (FIX $1,374.69)
  • $1,374.69 P/E (TTM): 48.73X Cap: $51.72B
  • View FIX Profile
  • View Questions on FIX
• Vertiv Holdings LLC Class A (VRT $254.83)
  • $254.83 P/E (TTM): 75.07X Cap: $105.65B
  • View VRT Profile
  • View Questions on VRT
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR

Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX

Upvote 3

Read Answer Asked by Cheryl on April 15, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $186.17)
  • $186.17 P/E (TTM): 28.39X Cap: $2.31B
  • View HPS.A Profile
  • View Questions on HPS.A
• Global Payments Inc. (GPN $70.07)
  • $70.07 P/E (TTM): 13.9X Cap: $19.53B
  • View GPN Profile
  • View Questions on GPN
• kneat.com inc. (KSI $3.55)
  • $3.55 Cap: $336M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Vitalhub Corp. (VHI $6.99)
  • $6.99 P/E (TTM): 137.25X Cap: $448M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Vertiv Holdings LLC Class A (VRT $254.83)
  • $254.83 P/E (TTM): 75.07X Cap: $105.65B
  • View VRT Profile
  • View Questions on VRT
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Symbotic Inc. (SYM $51.28)
  • $51.28 Cap: $32.13B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $106.47)
  • $106.47 Cap: $27.40B
  • View NBIS Profile
  • View Questions on NBIS

Q: I am looking for tax-loss proxy ideas for the following names: CAN: HPS.A, KSI, VHI. US: NBIS, SYM, FOUR. Thank you!

Upvote 4

Read Answer Asked by Andrew on April 14, 2025

• Construction Partners Inc. (ROAD $110.00)
  • $110.00 P/E (TTM): 51.24X Cap: $6.33B
  • View ROAD Profile
  • View Questions on ROAD
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Cellebrite DI Ltd. (CLBT $14.12)
  • $14.12 Cap: $3.53B
  • View CLBT Profile
  • View Questions on CLBT

Q: During his appearance on BBN in November Peter's top picks were CLBT, ROAD, and FOUR.

These are all down substantially since the show.

Did Peter hold those 3 in his actively managed fund when appearing on BNN? Does he still have any or some of them in his fund today?

Thanks


Sheldon

Upvote 5

Read Answer Asked by Sheldon on April 07, 2025

• Goosehead Insurance Inc. (GSHD $41.40)
  • $41.40 P/E (TTM): 42.68X Cap: $1.50B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Cantaloupe Inc. (CTLP $10.64)
  • $10.64 P/E (TTM): 14.56X Cap: $783M
  • View CTLP Profile
  • View Questions on CTLP
• Symbotic Inc. (SYM $51.28)
  • $51.28 Cap: $32.13B
  • View SYM Profile
  • View Questions on SYM

Q: Would you endorse a switch from FOUR to GSHD and SYM to CTLP at this juncture for a growth oriented investor?

Upvote 3

Read Answer Asked by Andrew on March 24, 2025

• Goosehead Insurance Inc. (GSHD $41.40)
  • $41.40 P/E (TTM): 42.68X Cap: $1.50B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Cantaloupe Inc. (CTLP $10.64)
  • $10.64 P/E (TTM): 14.56X Cap: $783M
  • View CTLP Profile
  • View Questions on CTLP
• Cellebrite DI Ltd. (CLBT $14.12)
  • $14.12 Cap: $3.53B
  • View CLBT Profile
  • View Questions on CLBT
• Sportradar Group AG (SRAD $17.80)
  • $17.80 Cap: $5.54B
  • View SRAD Profile
  • View Questions on SRAD

Q: What are your top 5 small and mid-cap US stocks currently for growth prospects? Please could you rank in order of preference. Thank you!

Upvote 17

Read Answer Asked by Judith on March 20, 2025

• Intuitive Surgical Inc. (ISRG $473.49)
  • $473.49 P/E (TTM): 60.74X Cap: $166.90B
  • View ISRG Profile
  • View Questions on ISRG
• Crocs Inc. (CROX $79.17)
  • $79.17 Cap: $4.02B
  • View CROX Profile
  • View Questions on CROX
• Freshworks Inc. (FRSH $8.02)
  • $8.02 P/E (TTM): 13.18X Cap: $2.25B
  • View FRSH Profile
  • View Questions on FRSH
• Construction Partners Inc. (ROAD $110.00)
  • $110.00 P/E (TTM): 51.24X Cap: $6.33B
  • View ROAD Profile
  • View Questions on ROAD
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Celsius Holdings Inc. (CELH $35.35)
  • $35.35 P/E (TTM): 158.6X Cap: $9.23B
  • View CELH Profile
  • View Questions on CELH
• Snowflake Inc. (SNOW $162.41)
  • $162.41 Cap: $55.52B
  • View SNOW Profile
  • View Questions on SNOW
• Cantaloupe Inc. (CTLP $10.64)
  • $10.64 P/E (TTM): 14.56X Cap: $783M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $4.46)
  • $4.46 Cap: $1.18B
  • View GENI Profile
  • View Questions on GENI
• SoFi Technologies Inc. (SOFI $16.01)
  • $16.01 P/E (TTM): 45.13X Cap: $21.11B
  • View SOFI Profile
  • View Questions on SOFI
• Cellebrite DI Ltd. (CLBT $14.12)
  • $14.12 Cap: $3.53B
  • View CLBT Profile
  • View Questions on CLBT
• ReposiTrak Inc. (TRAK $7.39)
  • $7.39 P/E (TTM): 21.81X Cap: $137M
  • View TRAK Profile
  • View Questions on TRAK
• Nebius Group N.V. (NBIS $106.47)
  • $106.47 Cap: $27.40B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hello Team,

Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.

Upvote 10

Read Answer Asked by Kevin on March 20, 2025

• Goosehead Insurance Inc. (GSHD $41.40)
  • $41.40 P/E (TTM): 42.68X Cap: $1.50B
  • View GSHD Profile
  • View Questions on GSHD
• Freshworks Inc. (FRSH $8.02)
  • $8.02 P/E (TTM): 13.18X Cap: $2.25B
  • View FRSH Profile
  • View Questions on FRSH
• Strategy Inc (MSTR $134.86)
  • $134.86 Cap: $48.08B
  • View MSTR Profile
  • View Questions on MSTR
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $148.57)
  • $148.57 P/E (TTM): 255.3X Cap: $370.45B
  • View PLTR Profile
  • View Questions on PLTR
• Snowflake Inc. (SNOW $162.41)
  • $162.41 Cap: $55.52B
  • View SNOW Profile
  • View Questions on SNOW
• Applovin Corporation (APP $392.89)
  • $392.89 P/E (TTM): 47.07X Cap: $147.28B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.64)
  • $10.64 P/E (TTM): 14.56X Cap: $783M
  • View CTLP Profile
  • View Questions on CTLP
• Cellebrite DI Ltd. (CLBT $14.12)
  • $14.12 Cap: $3.53B
  • View CLBT Profile
  • View Questions on CLBT
• Symbotic Inc. (SYM $51.28)
  • $51.28 Cap: $32.13B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $106.47)
  • $106.47 Cap: $27.40B
  • View NBIS Profile
  • View Questions on NBIS
• UFP Technologies Inc. (UFPT $188.91)
  • $188.91 P/E (TTM): 21.55X Cap: $1.45B
  • View UFPT Profile
  • View Questions on UFPT

Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP

Upvote 12

Read Answer Asked by Andrew on March 17, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $186.17)
  • $186.17 P/E (TTM): 28.39X Cap: $2.31B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $3.55)
  • $3.55 Cap: $336M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Valhi Inc. (VHI $13.84)
  • $13.84 Cap: $384M
  • View VHI Profile
  • View Questions on VHI
• Datadog Inc. (DDOG $125.07)
  • $125.07 P/E (TTM): 416.87X Cap: $43.62B
  • View DDOG Profile
  • View Questions on DDOG
• Docebo Inc. (DCBO $24.69)
  • $24.69 P/E (TTM): 14.54X Cap: $716M
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $148.57)
  • $148.57 P/E (TTM): 255.3X Cap: $370.45B
  • View PLTR Profile
  • View Questions on PLTR
• Cellebrite DI Ltd. (CLBT $14.12)
  • $14.12 Cap: $3.53B
  • View CLBT Profile
  • View Questions on CLBT
• Symbotic Inc. (SYM $51.28)
  • $51.28 Cap: $32.13B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $106.47)
  • $106.47 Cap: $27.40B
  • View NBIS Profile
  • View Questions on NBIS
• DeFi Technologies Inc. (DEFI)
  • View DEFI Profile
  • View Questions on DEFI

Q: Hello,
I'm looking for some tax-loss proxy ideas for the following names:

CAN: DEFI, DCBO, HPS.A, KSI, VHI
US: CLBT, NBIS, PLTR, SYM, FOUR

Thank you!

Upvote 4

Read Answer Asked by Andrew on March 10, 2025

• NVIDIA Corporation (NVDA $172.79)
  • $172.79 P/E (TTM): 35.84X Cap: $4.34T
  • View NVDA Profile
  • View Questions on NVDA
• Salesforce Inc. (CRM $184.96)
  • $184.96 P/E (TTM): 25.02X Cap: $167.94B
  • View CRM Profile
  • View Questions on CRM
• Constellation Software Inc. (CSU $2,417.00)
  • $2,417.00 P/E (TTM): 77.07X Cap: $51B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $384.60)
  • $384.60 P/E (TTM): 40.38X Cap: $48.01B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $161.78)
  • $161.78 P/E (TTM): 131.37X Cap: $213.50B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Palo Alto Networks Inc. (PANW $157.21)
  • $157.21 P/E (TTM): 90.64X Cap: $125.02B
  • View PANW Profile
  • View Questions on PANW
• CrowdStrike Holdings Inc. (CRWD $391.79)
  • $391.79 Cap: $97.85B
  • View CRWD Profile
  • View Questions on CRWD
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Applovin Corporation (APP $392.89)
  • $392.89 P/E (TTM): 47.07X Cap: $147.28B
  • View APP Profile
  • View Questions on APP
• Cellebrite DI Ltd. (CLBT $14.12)
  • $14.12 Cap: $3.53B
  • View CLBT Profile
  • View Questions on CLBT
• Lumine Group Inc. (LMN $22.25)
  • $22.25 P/E (TTM): 90.16X Cap: $5.64B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you

Upvote 15

Read Answer Asked by Neil on February 27, 2025

• Freshworks Inc. (FRSH $8.02)
  • $8.02 P/E (TTM): 13.18X Cap: $2.25B
  • View FRSH Profile
  • View Questions on FRSH
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Cantaloupe Inc. (CTLP $10.64)
  • $10.64 P/E (TTM): 14.56X Cap: $783M
  • View CTLP Profile
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• Cellebrite DI Ltd. (CLBT $14.12)
  • $14.12 Cap: $3.53B
  • View CLBT Profile
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• Sportradar Group AG (SRAD $17.80)
  • $17.80 Cap: $5.54B
  • View SRAD Profile
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Q: Small/Mid cap stocks have been down in recent weeks, some down significantly.

What would be your top 5 Small/Mid cap Canadian and US Stocks in today’s market?

Thank you
Tim

Upvote 15

Read Answer Asked by Timothy on February 26, 2025

• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR

Q: Hi,
Any thoughts on market reaction to earnings(seemed ok to me), CEO leaving, or recent purchase?
Cheers, Chris

Upvote 5

Read Answer Asked by Christopher on February 20, 2025

• Zedcor Inc. (ZDC $5.06)
  • $5.06 P/E (TTM): 364.29X Cap: $548M
  • View ZDC Profile
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• kneat.com inc. (KSI $3.55)
  • $3.55 Cap: $336M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Vitalhub Corp. (VHI $6.99)
  • $6.99 P/E (TTM): 137.25X Cap: $448M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Freshworks Inc. (FRSH $8.02)
  • $8.02 P/E (TTM): 13.18X Cap: $2.25B
  • View FRSH Profile
  • View Questions on FRSH
• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Docebo Inc. (DCBO $24.69)
  • $24.69 P/E (TTM): 14.54X Cap: $716M
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR
• Cantaloupe Inc. (CTLP $10.64)
  • $10.64 P/E (TTM): 14.56X Cap: $783M
  • View CTLP Profile
  • View Questions on CTLP
• SoFi Technologies Inc. (SOFI $16.01)
  • $16.01 P/E (TTM): 45.13X Cap: $21.11B
  • View SOFI Profile
  • View Questions on SOFI
• D2L Inc. Subordinate Voting Shares (DTOL $7.70)
  • $7.70 P/E (TTM): 10.87X Cap: $417M
  • View DTOL Profile
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  • View Reports on DTOL
• ReposiTrak Inc. (TRAK $7.39)
  • $7.39 P/E (TTM): 21.81X Cap: $137M
  • View TRAK Profile
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• Nebius Group N.V. (NBIS $106.47)
  • $106.47 Cap: $27.40B
  • View NBIS Profile
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Q: Hello Team,

I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks

Upvote 17

Read Answer Asked by Kevin on February 19, 2025

• Shift4 Payments Inc. Class A (FOUR $48.62)
  • $48.62 P/E (TTM): 62.99X Cap: $3.96B
  • View FOUR Profile
  • View Questions on FOUR

Q: If you didn’t own FOUR now would you be a buyer?

Upvote 6

Read Answer Asked by sean on February 19, 2025