Investment Q&A

• Intuitive Surgical Inc. (ISRG $438.37)
  • $438.37 P/E (TTM): 62.41X Cap: $159.07B
  • View ISRG Profile
  • View Questions on ISRG
• AeroVironment Inc. (AVAV $399.86)
  • $399.86 Cap: $19.88B
  • View AVAV Profile
  • View Questions on AVAV
• Crocs Inc. (CROX $78.59)
  • $78.59 P/E (TTM): 21.74X Cap: $4.38B
  • View CROX Profile
  • View Questions on CROX
• Aspen Aerogels Inc. (ASPN $8.23)
  • $8.23 Cap: $654M
  • View ASPN Profile
  • View Questions on ASPN
• Galaxy Digital Inc. Class A common stock (GLXY $57.36)
  • $57.36 Cap: $22.29B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• IES Holdings Inc. (IESC $386.42)
  • $386.42 P/E (TTM): 39.88X Cap: $7.85B
  • View IESC Profile
  • View Questions on IESC
• Parsons Corporation (PSN $86.53)
  • $86.53 P/E (TTM): 40.06X Cap: $9.33B
  • View PSN Profile
  • View Questions on PSN
• Vertiv Holdings LLC Class A (VRT $171.68)
  • $171.68 P/E (TTM): 80.09X Cap: $64.48B
  • View VRT Profile
  • View Questions on VRT
• Shift4 Payments Inc. Class A (FOUR $77.55)
  • $77.55 P/E (TTM): 43.92X Cap: $7.01B
  • View FOUR Profile
  • View Questions on FOUR
• Cellebrite DI Ltd. (CLBT $18.97)
  • $18.97 Cap: $4.56B
  • View CLBT Profile
  • View Questions on CLBT
• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• TransMedics Group Inc. (TMDX $108.68)
  • $108.68 P/E (TTM): 60.79X Cap: $3.85B
  • View TMDX Profile
  • View Questions on TMDX
• Nebius Group N.V. (NBIS $133.83)
  • $133.83 Cap: $31.58B
  • View NBIS Profile
  • View Questions on NBIS
• UFP Technologies Inc. (UFPT $187.52)
  • $187.52 P/E (TTM): 22.81X Cap: $1.55B
  • View UFPT Profile
  • View Questions on UFPT

Q: Hello Team,

My TFSA is currently not getting the returns I'm hoping for, can you please rank the above companies to purchase today in a TFSA account.

Also if you feel strongly about any other high growth stocks I'm missing pls include 2 or 3 additional ideas.

Thanks!

Upvote 31

Read Answer Asked by Kevin on November 27, 2024

• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hello 5i team

Last week on BNN, Peter showed a little concern for PRL if Trump sets the maximum interest rate at 10%. What would be the consequences for the company if this actually happened?

Thanks

Upvote 5

Read Answer Asked by Charles on November 26, 2024

• Enbridge Inc. (ENB $67.10)
  • $67.10 P/E (TTM): 24.06X Cap: $146.82B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Celestica Inc. (CLS $351.26)
  • $351.26 P/E (TTM): 57.27X Cap: $41.93B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $218.01)
  • $218.01 P/E (TTM): 94.38X Cap: $298.69B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.35)
  • $129.35 P/E (TTM): 19.91X Cap: $1.61B
  • View HPS.A Profile
  • View Questions on HPS.A
• ADF Group Inc. Subordinate Voting Shares (DRX $8.05)
  • $8.05 P/E (TTM): 7.06X Cap: $230M
  • View DRX Profile
  • View Questions on DRX
• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Brookfield Corporation Class A Limited Voting Shares (BN $61.16)
  • $61.16 P/E (TTM): 159.66X Cap: $141.62B
  • View BN Profile
  • View Questions on BN

Q: Regarding potential Trump tarrifs, do they apply to services also or only goods?

Do you see any of the companies (DRX, CLS, BN, PRL, Hps.a, ENB, Shop,.... ) affected by this?

I have gains on most of them. Would you sell right away and buy later,.depending on market outcomes?

Would you have a different strategy for stocks that I plan to sell in 1 year vs 5+ years?

Upvote 12

Read Answer Asked by V on November 26, 2024

• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Last week on BNN I thought Peter mentioned that PRL probably would revert to the lower $30's per share before resuming it's increase in share value. Is this a general thought among the 5iR staff?

Upvote 10

Read Answer Asked by Michael on November 25, 2024

• Intuitive Surgical Inc. (ISRG $438.37)
  • $438.37 P/E (TTM): 62.41X Cap: $159.07B
  • View ISRG Profile
  • View Questions on ISRG
• Microsoft Corporation (MSFT $516.41)
  • $516.41 P/E (TTM): 38.48X Cap: $3.88T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $188.77)
  • $188.77 P/E (TTM): 53.88X Cap: $4.67T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,171.29)
  • $5,171.29 P/E (TTM): 35.77X Cap: $168.26B
  • View BKNG Profile
  • View Questions on BKNG
• Johnson & Johnson (JNJ $191.26)
  • $191.26 P/E (TTM): 20.29X Cap: $460.18B
  • View JNJ Profile
  • View Questions on JNJ
• Quanta Services Inc. (PWR $426.48)
  • $426.48 P/E (TTM): 68.65X Cap: $64.06B
  • View PWR Profile
  • View Questions on PWR
• Canadian Natural Resources Limited (CNQ $44.85)
  • $44.85 P/E (TTM): 11.56X Cap: $95.83B
  • View CNQ Profile
  • View Questions on CNQ
• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,440.75)
  • $2,440.75 P/E (TTM): 8.72X Cap: $53.07B
  • View FFH Profile
  • View Questions on FFH
• Constellation Software Inc. (CSU $3,950.10)
  • $3,950.10 P/E (TTM): 95.55X Cap: $83.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $174.65)
  • $174.65 P/E (TTM): 39.09X Cap: $48.48B
  • View DOL Profile
  • View Questions on DOL
• Cameco Corporation (CCO $125.52)
  • $125.52 P/E (TTM): 97.83X Cap: $52.97B
  • View CCO Profile
  • View Questions on CCO
• Capital Power Corporation (CPX $72.22)
  • $72.22 P/E (TTM): 22.48X Cap: $11.20B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• Celestica Inc. (CLS $351.26)
  • $351.26 P/E (TTM): 57.27X Cap: $41.93B
  • View CLS Profile
  • View Questions on CLS
• Descartes Systems Group Inc. (The) (DSG $134.75)
  • $134.75 P/E (TTM): 58.1X Cap: $11.70B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• BMO MSCI USA High Quality Index ETF (ZUQ $96.10)
  • $96.10 P/E (TTM): 30.11X Cap: $1.20B
  • View ZUQ Profile
  • View Questions on ZUQ
• TerraVest Industries Inc. (TVK $136.18)
  • $136.18 Cap: $3.06B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.35)
  • $129.35 P/E (TTM): 19.91X Cap: $1.61B
  • View HPS.A Profile
  • View Questions on HPS.A
• Axon Enterprise Inc. (AXON $719.15)
  • $719.15 P/E (TTM): 179.87X Cap: $57.62B
  • View AXON Profile
  • View Questions on AXON
• Bank of Nova Scotia (The) (BNS $63.72)
  • $63.72 P/E (TTM): 17.0X Cap: $79.36B
  • View BNS Profile
  • View Questions on BNS
• Vertiv Holdings LLC Class A (VRT $171.68)
  • $171.68 P/E (TTM): 80.09X Cap: $64.48B
  • View VRT Profile
  • View Questions on VRT
• Cellebrite DI Ltd. (CLBT $18.97)
  • $18.97 Cap: $4.56B
  • View CLBT Profile
  • View Questions on CLBT
• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: 1) My 20 ry old son wants to invest his money and seems to have high risk tolerance.. I'm generally more confident in the US mkt rather than the CDN. Is he better off...
a) transferring his CN money into US and taking the 24% hit and selling in 10 years the exchange rate might be...?
b) buying US stocks in their CDN version which is usually hedged?
c) or buying a US stock in a CDN acct and losing the exchange fee when buying and selling?

2) Can you pick 6 stocks that you think should do well for the next 5 years?

Upvote 21

Read Answer Asked by Graeme on November 25, 2024

• Toronto-Dominion Bank (The) (TD $110.26)
  • $110.26 P/E (TTM): 9.48X Cap: $191.24B
  • View TD Profile
  • View Questions on TD
• Constellation Software Inc. (CSU $3,950.10)
  • $3,950.10 P/E (TTM): 95.55X Cap: $83.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Wheaton Precious Metals Corp. (WPM $147.61)
  • $147.61 P/E (TTM): 62.15X Cap: $65.82B
  • View WPM Profile
  • View Questions on WPM
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $218.01)
  • $218.01 P/E (TTM): 94.38X Cap: $298.69B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Hydro One Limited (H $50.10)
  • $50.10 P/E (TTM): 23.7X Cap: $29.97B
  • View H Profile
  • View Questions on H
• EQB Inc. (EQB $92.52)
  • $92.52 P/E (TTM): 10.61X Cap: $3.55B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Galaxy Digital Inc. Class A common stock (GLXY $57.36)
  • $57.36 Cap: $22.29B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• A & W Food Services of Canada Inc. (AW $36.98)
  • $36.98 P/E (TTM): 55.34X Cap: $884M
  • View AW Profile
  • View Questions on AW
  • View Reports on AW

Q: Good morning, I have some new cash to invest in all of my accounts. Could you give me the three stocks that you would add to first in all three of your portfolios?
Thanks, Rod

Upvote 43

Read Answer Asked by Rod on November 21, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.35)
  • $129.35 P/E (TTM): 19.91X Cap: $1.61B
  • View HPS.A Profile
  • View Questions on HPS.A
• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Based on growth potential only, would you prefer HPS.A or PRL?

Thanks for your service!

Upvote 17

Read Answer Asked by Ozzie on November 20, 2024

• Intact Financial Corporation (IFC $266.39)
  • $266.39 P/E (TTM): 21.6X Cap: $47.44B
  • View IFC Profile
  • View Questions on IFC
• goeasy Ltd. (GSY $159.76)
  • $159.76 P/E (TTM): 9.74X Cap: $2.57B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• EQB Inc. (EQB $92.52)
  • $92.52 P/E (TTM): 10.61X Cap: $3.55B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi guys,

I'm thinking about selling a full position in Gsy (up over 200%, thanks) and topping up Prl, Ifc and Eqb into full positions. Thoughts?
Take care
Jim

Upvote 18

Read Answer Asked by jim on November 20, 2024

• Constellation Software Inc. (CSU $3,950.10)
  • $3,950.10 P/E (TTM): 95.55X Cap: $83.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• TerraVest Industries Inc. (TVK $136.18)
  • $136.18 Cap: $3.06B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: It was so nice to see Peter on Marketcall today. It’s been long overdue :)
His top picks included three US listed equities… If he had to pick three CAD Listed equities as his top picks on BNN, What would they be?

Upvote 42

Read Answer Asked by Tina on November 20, 2024

• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Expected EPS for 2024, 2025 & 2026.
Thanks

Upvote 3

Read Answer Asked by Joseph on November 20, 2024

• Celestica Inc. (CLS $351.26)
  • $351.26 P/E (TTM): 57.27X Cap: $41.93B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $136.18)
  • $136.18 Cap: $3.06B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• EQB Inc. (EQB $92.52)
  • $92.52 P/E (TTM): 10.61X Cap: $3.55B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.35)
  • $129.35 P/E (TTM): 19.91X Cap: $1.61B
  • View HPS.A Profile
  • View Questions on HPS.A
• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Could I have your top 5 small to mid cap growth stocks. Please rank them. Thanks Steve

Upvote 29

Read Answer Asked by Stephen on November 19, 2024

• Vitalhub Corp. (VHI $11.04)
  • $11.04 P/E (TTM): 134.24X Cap: $639M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Wondering at what might be a good point to average up? PRL and VHI in my TFSA up about 40%, PRL in my margin account up 100%. Trying to balance FOMO with being too greedy.

Upvote 4

Read Answer Asked by Art on November 19, 2024

• Kraken Robotics Inc. (PNG $5.72)
  • $5.72 P/E (TTM): 104.17X Cap: $1.85B
  • View PNG Profile
  • View Questions on PNG
• Galaxy Digital Inc. Class A common stock (GLXY $57.36)
  • $57.36 Cap: $22.29B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Given our best guesses of what Trump 2.0 is likely to mean….three best Canadian small cap ideas please.

Upvote 16

Read Answer Asked by Jim on November 13, 2024

• NVIDIA Corporation (NVDA $188.77)
  • $188.77 P/E (TTM): 53.88X Cap: $4.67T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $351.26)
  • $351.26 P/E (TTM): 57.27X Cap: $41.93B
  • View CLS Profile
  • View Questions on CLS
• Axon Enterprise Inc. (AXON $719.15)
  • $719.15 P/E (TTM): 179.87X Cap: $57.62B
  • View AXON Profile
  • View Questions on AXON
• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Lumine Group Inc. (LMN $38.77)
  • $38.77 P/E (TTM): 152.97X Cap: $10.02B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: To this point in time LMN has been a solid performer in my TFSA. Recent results and some of your comments have "cooled" my expectations going forward.

Do you have 2 CDN and 2 US stocks for a TFSA 3 year plus hold that you feel will substantially outperform LMN.

Thanjs,

Terry

Upvote 27

Read Answer Asked by Terry on November 12, 2024

• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Just speculating on the possibility that propel could be bought out by one of the major banks in Canada-I don’t believe they offer a similar type of business and this seems like way to diversify a little

Upvote 8

Read Answer Asked by Bradley on November 12, 2024

• ATS Corporation (ATS $36.27)
  • $36.27 Cap: $3.60B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Kinaxis Inc. (KXS $183.31)
  • $183.31 P/E (TTM): 156.38X Cap: $5.24B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• goeasy Ltd. (GSY $159.76)
  • $159.76 P/E (TTM): 9.74X Cap: $2.57B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• TerraVest Industries Inc. (TVK $136.18)
  • $136.18 Cap: $3.06B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.35)
  • $129.35 P/E (TTM): 19.91X Cap: $1.61B
  • View HPS.A Profile
  • View Questions on HPS.A
• WELL Health Technologies Corp. (WELL $5.30)
  • $5.30 Cap: $1.46B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Crocs Inc. (CROX $78.59)
  • $78.59 P/E (TTM): 21.74X Cap: $4.38B
  • View CROX Profile
  • View Questions on CROX
• Docebo Inc. (DCBO $37.71)
  • $37.71 P/E (TTM): 39.86X Cap: $1.10B
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Topicus.com Inc. (TOI $139.58)
  • $139.58 P/E (TTM): 66.88X Cap: $11.85B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Lumine Group Inc. (LMN $38.77)
  • $38.77 P/E (TTM): 152.97X Cap: $10.02B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: You have liked these small/mid cap names over past couple of years and most have done well, thank you.

Under current market conditions and entering a second Trump Term, what would be the order that you would buy these names? Is there any of these names you would not buy and move on from?

Thank You
Tim

Upvote 23

Read Answer Asked by Timothy on November 12, 2024

• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hello 5i,

I meant to sell some of my seriously overweight NVDA shares weeks ago to buy PRL. Would you still be a buyer of PRL at today's price?

Upvote 12

Read Answer Asked by Nicola on November 09, 2024

• Intuitive Surgical Inc. (ISRG $438.37)
  • $438.37 P/E (TTM): 62.41X Cap: $159.07B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $188.77)
  • $188.77 P/E (TTM): 53.88X Cap: $4.67T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,171.29)
  • $5,171.29 P/E (TTM): 35.77X Cap: $168.26B
  • View BKNG Profile
  • View Questions on BKNG
• United Rentals Inc. (URI $969.27)
  • $969.27 P/E (TTM): 25.75X Cap: $63.08B
  • View URI Profile
  • View Questions on URI
• Axon Enterprise Inc. (AXON $719.15)
  • $719.15 P/E (TTM): 179.87X Cap: $57.62B
  • View AXON Profile
  • View Questions on AXON
• Eagle Materials Inc (EXP $231.49)
  • $231.49 P/E (TTM): 17.34X Cap: $7.59B
  • View EXP Profile
  • View Questions on EXP
• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Catalyst Pharmaceuticals Inc. (CPRX $20.50)
  • $20.50 P/E (TTM): 12.36X Cap: $2.54B
  • View CPRX Profile
  • View Questions on CPRX

Q: Good Morning
I’m planning on lightening up my technology weighting, specifically AI related stocks. Can you suggest a couple of US companies that are showing good momentum?
Thank you

Upvote 12

Read Answer Asked by Marty on November 08, 2024

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.04)
  • $6.04 P/E (TTM): 20.45X Cap: $652M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ
• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Both FSZ and PRL are hitting new 52 week highs. Which do you prefer for total return in the next year.

Thanks!

Jim

Upvote 6

Read Answer Asked by Jim on November 07, 2024

• Propel Holdings Inc. (PRL $25.79)
  • $25.79 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi Team,
If not already asked could I have your take on earnings results. Thanks ,

Shane

Upvote 21

Read Answer Asked by Shane on November 07, 2024