Investment Q&A

• Enbridge Inc. (ENB $66.78)
  • $66.78 P/E (TTM): 25.85X Cap: $145.66B
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• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $45.43B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $271.02B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.75)
  • $160.75 P/E (TTM): 22.92X Cap: $1.91B
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.15)
  • $7.15 P/E (TTM): 5.94X Cap: $198M
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.65)
  • $63.65 P/E (TTM): 89.9X Cap: $142.91B
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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 $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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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 $568.48)
  • $568.48 P/E (TTM): 74.19X Cap: $201.32B
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• Microsoft Corporation (MSFT $474.00)
  • $474.00 P/E (TTM): 33.58X Cap: $3.50T
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• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.34T
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• Booking Holdings Inc. (BKNG $4,875.37)
  • $4,875.37 P/E (TTM): 31.06X Cap: $153.69B
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• Johnson & Johnson (JNJ $206.05)
  • $206.05 P/E (TTM): 19.68X Cap: $496.23B
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• Quanta Services Inc. (PWR $442.64)
  • $442.64 P/E (TTM): 63.73X Cap: $66B
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• Canadian Natural Resources Limited (CNQ $46.48)
  • $46.48 P/E (TTM): 14.86X Cap: $98.13B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,401.14)
  • $2,401.14 P/E (TTM): 7.96X Cap: $51.25B
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• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $69.75B
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• Dollarama Inc. (DOL $199.13)
  • $199.13 P/E (TTM): 43.73X Cap: $54.63B
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• Cameco Corporation (CCO $117.61)
  • $117.61 P/E (TTM): 92.52X Cap: $51.20B
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• Capital Power Corporation (CPX $60.62)
  • $60.62 P/E (TTM): 20.87X Cap: $9.43B
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• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $45.43B
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• Descartes Systems Group Inc. (The) (DSG $114.45)
  • $114.45 P/E (TTM): 48.47X Cap: $9.83B
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• BMO MSCI USA High Quality Index ETF (ZUQ $97.98)
  • $97.98 P/E (TTM): 28.41X Cap: $1.20B
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• TerraVest Industries Inc. (TVK $121.33)
  • $121.33 Cap: $2.63B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.75)
  • $160.75 P/E (TTM): 22.92X Cap: $1.91B
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• Axon Enterprise Inc. (AXON $524.60)
  • $524.60 P/E (TTM): 165.5X Cap: $41.19B
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• Bank of Nova Scotia (The) (BNS $66.59)
  • $66.59 P/E (TTM): 18.08X Cap: $82.75B
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• Vertiv Holdings LLC Class A (VRT $168.91)
  • $168.91 P/E (TTM): 60.31X Cap: $61.03B
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• Cellebrite DI Ltd. (CLBT $16.88)
  • $16.88 Cap: $4.04B
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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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 $116.71)
  • $116.71 P/E (TTM): 9.75X Cap: $199.24B
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• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $69.75B
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• Wheaton Precious Metals Corp. (WPM $144.93)
  • $144.93 P/E (TTM): 45.17X Cap: $65.80B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $271.02B
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• Hydro One Limited (H $54.80)
  • $54.80 P/E (TTM): 25.24X Cap: $32.86B
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• EQB Inc. (EQB $86.24)
  • $86.24 P/E (TTM): 9.8X Cap: $3.30B
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• Galaxy Digital Inc. Class A common stock (GLXY $34.97)
  • $34.97 Cap: $12.88B
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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• A & W Food Services of Canada Inc. (AW $37.57)
  • $37.57 P/E (TTM): 32.16X Cap: $901M
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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 $160.75)
  • $160.75 P/E (TTM): 22.92X Cap: $1.91B
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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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 $283.93)
  • $283.93 P/E (TTM): 23.68X Cap: $50.53B
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• goeasy Ltd. (GSY $126.43)
  • $126.43 P/E (TTM): 9.06X Cap: $1.99B
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• EQB Inc. (EQB $86.24)
  • $86.24 P/E (TTM): 9.8X Cap: $3.30B
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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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 $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $69.75B
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• TerraVest Industries Inc. (TVK $121.33)
  • $121.33 Cap: $2.63B
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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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 $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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Q: Expected EPS for 2024, 2025 & 2026.
Thanks

Upvote 3

Read Answer Asked by Joseph on November 20, 2024

• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $45.43B
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• TerraVest Industries Inc. (TVK $121.33)
  • $121.33 Cap: $2.63B
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• EQB Inc. (EQB $86.24)
  • $86.24 P/E (TTM): 9.8X Cap: $3.30B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.75)
  • $160.75 P/E (TTM): 22.92X Cap: $1.91B
  • View HPS.A Profile
  • View Questions on HPS.A
• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
  • View PRL Profile
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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 $9.37)
  • $9.37 P/E (TTM): 174.9X Cap: $591M
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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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 $5.39)
  • $5.39 P/E (TTM): 89.33X Cap: $1.65B
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• Galaxy Digital Inc. Class A common stock (GLXY $34.97)
  • $34.97 Cap: $12.88B
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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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 $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.34T
  • View NVDA Profile
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• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $45.43B
  • View CLS Profile
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• Axon Enterprise Inc. (AXON $524.60)
  • $524.60 P/E (TTM): 165.5X Cap: $41.19B
  • View AXON Profile
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
  • View PRL Profile
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• Lumine Group Inc. (LMN $27.15)
  • $27.15 P/E (TTM): 101.24X Cap: $6.96B
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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 $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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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 $34.31)
  • $34.31 Cap: $3.34B
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• Kinaxis Inc. (KXS $175.83)
  • $175.83 P/E (TTM): 103.96X Cap: $4.93B
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• goeasy Ltd. (GSY $126.43)
  • $126.43 P/E (TTM): 9.06X Cap: $1.99B
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• TerraVest Industries Inc. (TVK $121.33)
  • $121.33 Cap: $2.63B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.75)
  • $160.75 P/E (TTM): 22.92X Cap: $1.91B
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• WELL Health Technologies Corp. (WELL $3.94)
  • $3.94 Cap: $992M
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• Crocs Inc. (CROX $80.33)
  • $80.33 P/E (TTM): 26.53X Cap: $4.17B
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• Docebo Inc. (DCBO $29.73)
  • $29.73 P/E (TTM): 28.31X Cap: $854M
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• Topicus.com Inc. (TOI $125.34)
  • $125.34 P/E (TTM): 1047.94X Cap: $10.40B
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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• Lumine Group Inc. (LMN $27.15)
  • $27.15 P/E (TTM): 101.24X Cap: $6.96B
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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 $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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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 $568.48)
  • $568.48 P/E (TTM): 74.19X Cap: $201.32B
  • View ISRG Profile
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• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.34T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,875.37)
  • $4,875.37 P/E (TTM): 31.06X Cap: $153.69B
  • View BKNG Profile
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• United Rentals Inc. (URI $811.00)
  • $811.00 P/E (TTM): 20.61X Cap: $52.18B
  • View URI Profile
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• Axon Enterprise Inc. (AXON $524.60)
  • $524.60 P/E (TTM): 165.5X Cap: $41.19B
  • View AXON Profile
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• Eagle Materials Inc (EXP $211.15)
  • $211.15 P/E (TTM): 15.48X Cap: $6.72B
  • View EXP Profile
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
  • View PRL Profile
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• Catalyst Pharmaceuticals Inc. (CPRX $23.51)
  • $23.51 P/E (TTM): 13.53X Cap: $2.88B
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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 $6.11)
  • $6.11 P/E (TTM): 24.84X Cap: $651M
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
  • View PRL Profile
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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 $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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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

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.03)
  • $124.03 P/E (TTM): 16.79X Cap: $27.04B
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• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $45.43B
  • View CLS Profile
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• EQB Inc. (EQB $86.24)
  • $86.24 P/E (TTM): 9.8X Cap: $3.30B
  • View EQB Profile
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• Docebo Inc. (DCBO $29.73)
  • $29.73 P/E (TTM): 28.31X Cap: $854M
  • View DCBO Profile
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
  • View PRL Profile
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Q: Hello,

My son has saved a bit of money and expressed an interest in equity investing.

He does not value, yet, the value of "paid for" advice and has selected 5 stocks his friends have suggested.

I would appreciate the names of 4 or 5 stocks from the growth portfolio that are currently out of favor or have significant runway.

Thank you

Upvote 10

Read Answer Asked by Delbert on November 04, 2024

• TerraVest Industries Inc. (TVK $121.33)
  • $121.33 Cap: $2.63B
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• EQB Inc. (EQB $86.24)
  • $86.24 P/E (TTM): 9.8X Cap: $3.30B
  • View EQB Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $34.97)
  • $34.97 Cap: $12.88B
  • View GLXY Profile
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• Coinbase Global Inc (COIN $255.97)
  • $255.97 P/E (TTM): 20.8X Cap: $69.02B
  • View COIN Profile
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
  • View PRL Profile
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• Bit Digital Inc. (BTBT $2.29)
  • $2.29 P/E (TTM): 9.5X Cap: $676M
  • View BTBT Profile
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Q: Hi,

Currently managing my parents investments. Apparently they have gotten wind of Bitcoin. They have asked me to take a flyer on some. That being said, if one were to buy it, would you prefer Galaxy?

Secondly, for a retired person's investment strategy, who would like a little tourque in their account, what 3 names would you suggest from either the gorwth or balance portfolio, to add to their account. Note, currently they have the majority of their investments in income related securitiies.

Thx.

Upvote 19

Read Answer Asked by Kelly on October 31, 2024