Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.28)
  • $208.28 P/E (TTM): 81.74X Cap: $271.02B
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Q: Trying to understand analyst changes on SHOP. TD lists analyst 3 changes this week. One sell and 2 holds. On the surface, this could be interpreted as almost 3 sells. What indicators or factors might drive some analysts to come to this conclusion when others, including 5i, are much more upbeat, even bullish.

Upvote 5

Read Answer Asked on November 25, 2024

• Amazon.com Inc. (AMZN $220.69)
  • $220.69 P/E (TTM): 30.67X Cap: $2.35T
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• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 51.46X Cap: $4.34T
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• Take-Two Interactive Software Inc. (TTWO $235.47)
  • $235.47 Cap: $43.50B
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• Jacobs Solutions Inc. (J $128.77)
  • $128.77 P/E (TTM): 32.29X Cap: $15.29B
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• Vertiv Holdings LLC Class A (VRT $159.83)
  • $159.83 P/E (TTM): 60.23X Cap: $61.03B
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• Trane Technologies plc (TT $410.10)
  • $410.10 P/E (TTM): 30.8X Cap: $90.93B
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• RTX Corporation (RTX $169.68)
  • $169.68 P/E (TTM): 35.47X Cap: $227.12B
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• Palantir Technologies Inc. (PLTR $154.85)
  • $154.85 P/E (TTM): 519.15X Cap: $369.07B
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• Applovin Corporation (APP $520.26)
  • $520.26 P/E (TTM): 63.18X Cap: $175.82B
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• Sezzle Inc. (SEZL $54.44)
  • $54.44 Cap: $1.85B
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Q: Hello
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.

What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.

*Assume 4+yr holds

Upvote 24

Read Answer Asked by Brant on November 25, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $56.20)
  • $56.20 P/E (TTM): 22.61X Cap: $27.60B
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• Capstone Copper Corp. (CS $10.98)
  • $10.98 P/E (TTM): 19.1X Cap: $8.38B
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• Southern Copper Corporation (SCCO $123.69)
  • $123.69 P/E (TTM): 25.16X Cap: $100.46B
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• CopperCorp Resources Inc. (CPER $0.08)
  • $0.08 Cap: $9M
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Q: Hi 5iResearch Team,

I’m currently quite bullish on the copper industry and would appreciate your thoughts on the best way to invest in this space. Do you think CPER is a solid choice, or would you recommend looking at specific copper companies instead? If the latter, which copper companies do you have the most conviction in at the moment?

Thank you for your time and insights—I greatly appreciate your help.

Upvote 5

Read Answer Asked by Keith on November 25, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.28)
  • $208.28 P/E (TTM): 81.74X Cap: $271.02B
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• Docebo Inc. (DCBO $29.76)
  • $29.76 P/E (TTM): 27.49X Cap: $855M
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• Shift4 Payments Inc. Class A (FOUR $69.01)
  • $69.01 P/E (TTM): 30.8X Cap: $6.11B
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Q: With the NUVEI deal going through I have cash sitting in my TFSA. Could you recommend three stocks that you would recommend right now.

Upvote 7

Read Answer Asked by Carol on November 25, 2024

• TerraVest Industries Inc. (TVK $120.24)
  • $120.24 Cap: $2.60B
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Q: Hi, I see that you're big fans of TVK. It's skyrocketing. Is it too late to get in? Why is it skyrocketing and what might be a good entry price? Merci!

Upvote 14

Read Answer Asked by Isabelle on November 22, 2024

• TECSYS Inc. (TCS $33.64)
  • $33.64 P/E (TTM): 185.72X Cap: $498M
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• Vitalhub Corp. (VHI $8.92)
  • $8.92 P/E (TTM): 173.33X Cap: $563M
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Q: Hi There,

Could you please comment on the differences between these 2 companies including software product/services, revenue and profit growth going forward, acquisition strategies, overall valuation.

Is it prudent to own both for growth in a diversified portfolio or too much overlap?

Ok thanks so much!

Upvote 6

Read Answer Asked by Robert on November 22, 2024

• Digihost Technology Inc. (DGHI)
  • Cap: $65M
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• Riot Platforms Inc. (RIOT $12.71)
  • $12.71 Cap: $4.72B
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Q: Hello,
Can I get your evaluation of the current circumstances. Since November 11th these stocks have dropped significantly all while bitcoin has increased significantly from that same date. It does not seem like their share price is directly correlated with the price of bitcoin which is odd as they mine bitcoin.
Thank you

Upvote 2

Read Answer Asked by Dominic on November 22, 2024

• HIVE Digital Technologies Ltd. (HIVE $4.12)
  • $4.12 P/E (TTM): 24.56X Cap: $979M
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Q: Would appreciate if you could provide an updated opinion on Hive. Buy, sell or hold.
Thanks

Upvote 3

Read Answer Asked by Sig on November 22, 2024

• Toronto-Dominion Bank (The) (TD $115.59)
  • $115.59 P/E (TTM): 9.68X Cap: $197.33B
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• Constellation Software Inc. (CSU $3,291.41)
  • $3,291.41 P/E (TTM): 73.14X Cap: $69.75B
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• Wheaton Precious Metals Corp. (WPM $139.91)
  • $139.91 P/E (TTM): 45.33X Cap: $63.52B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.28)
  • $208.28 P/E (TTM): 81.74X Cap: $271.02B
  • View SHOP Profile
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• Hydro One Limited (H $54.70)
  • $54.70 P/E (TTM): 24.98X Cap: $32.80B
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• EQB Inc. (EQB $86.42)
  • $86.42 P/E (TTM): 9.58X Cap: $3.31B
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• Galaxy Digital Inc. Class A common stock (GLXY $32.99)
  • $32.99 Cap: $12.88B
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• Propel Holdings Inc. (PRL $21.39)
  • $21.39 P/E (TTM): 9.12X Cap: $841M
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• A & W Food Services of Canada Inc. (AW $37.30)
  • $37.30 P/E (TTM): 32.46X Cap: $895M
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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

• Symbotic Inc. (SYM $53.64)
  • $53.64 Cap: $31.86B
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Q: Thoughts on SYM? - it is surging.

Upvote 2

Read Answer Asked by Judith on November 21, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $32.99)
  • $32.99 Cap: $12.88B
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Q: Galaxy Announces Private Offering of $300 Million Exchangeable Senior Notes due 2029. Thoughts? Market doesn't seem to like it.

Upvote 3

Read Answer Asked by David on November 20, 2024

Q: I have some Canadian money to deploy into registered accounts. Looking for growth stock over next 3-10 years. please, low to med risk please.

Upvote 12

Read Answer Asked by Brenda on November 20, 2024

• Celestica Inc. (CLS $394.99)
  • $394.99 P/E (TTM): 47.09X Cap: $45.43B
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• TerraVest Industries Inc. (TVK $120.24)
  • $120.24 Cap: $2.60B
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• EQB Inc. (EQB $86.42)
  • $86.42 P/E (TTM): 9.58X Cap: $3.31B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $154.93)
  • $154.93 P/E (TTM): 23.51X Cap: $1.84B
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• Propel Holdings Inc. (PRL $21.39)
  • $21.39 P/E (TTM): 9.12X Cap: $841M
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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

• EQB Inc. (EQB $86.42)
  • $86.42 P/E (TTM): 9.58X Cap: $3.31B
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Q: Hi Team,

What are your thoughts on this company's current valuation and long term growth prospects?

What would be your best estimate as to longer term ROE outlook?

Upvote 14

Read Answer Asked by Keith on November 19, 2024

• Toronto-Dominion Bank (The) (TD $115.59)
  • $115.59 P/E (TTM): 9.68X Cap: $197.33B
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• Bank of Nova Scotia (The) (BNS $94.00)
  • $94.00 P/E (TTM): 18.0X Cap: $116.70B
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• Canadian National Railway Company (CNR $131.11)
  • $131.11 P/E (TTM): 17.62X Cap: $80.69B
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• Canadian Pacific Kansas City Limited (CP $98.64)
  • $98.64 P/E (TTM): 21.11X Cap: $88.85B
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• Sun Life Financial Inc. (SLF $84.00)
  • $84.00 P/E (TTM): 20.69X Cap: $46.82B
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• WSP Global Inc. (WSP $236.14)
  • $236.14 P/E (TTM): 36.0X Cap: $30.84B
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• TMX Group Limited (X $51.15)
  • $51.15 P/E (TTM): 31.24X Cap: $14.22B
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• Toromont Industries Ltd. (TIH $158.98)
  • $158.98 P/E (TTM): 26.33X Cap: $12.93B
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• TFI International Inc. (TFII $121.19)
  • $121.19 P/E (TTM): 21.1X Cap: $9.97B
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• EQB Inc. (EQB $86.42)
  • $86.42 P/E (TTM): 9.58X Cap: $3.31B
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• Boyd Group Services Inc. (BYD $216.23)
  • $216.23 P/E (TTM): 207.78X Cap: $6.01B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.00)
  • $63.00 P/E (TTM): 87.9X Cap: $141.45B
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Q: Good afternoon. I'm wondering what your top five picks would be for both industrial and financial stocks. I'm looking for 10-15 year growth with medium risk.

Upvote 26

Read Answer Asked by Shane on November 18, 2024

• Zedcor Inc. (ZDC $5.86)
  • $5.86 P/E (TTM): 428.57X Cap: $618M
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Q: Hi guys,

Please provide feedback on the most recent quarter (ZDC). Also, would you hold with a half of a position or buy for a full position (4%)
Thanks
Jim

Upvote 1

Read Answer Asked by jim on November 15, 2024

• Zedcor Inc. (ZDC $5.86)
  • $5.86 P/E (TTM): 428.57X Cap: $618M
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• Vitalhub Corp. (VHI $8.92)
  • $8.92 P/E (TTM): 173.33X Cap: $563M
  • View VHI Profile
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Q: Hello team,
Can you comment on Zedcor's results please and is it still a buy? Also, how is vitalhub's valuation to its peers and is it a buy as well? Thanks very much.

Upvote 5

Read Answer Asked by umedali on November 15, 2024

• Zedcor Inc. (ZDC $5.86)
  • $5.86 P/E (TTM): 428.57X Cap: $618M
  • View ZDC Profile
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Q: Good day, can you please comment on ZDC earnings. Thanks

Upvote 1

Read Answer Asked by Seamus on November 15, 2024

• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 51.46X Cap: $4.34T
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• Booking Holdings Inc. (BKNG $4,768.00)
  • $4,768.00 P/E (TTM): 29.86X Cap: $153.69B
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• Axon Enterprise Inc. (AXON $521.99)
  • $521.99 P/E (TTM): 164.75X Cap: $41.19B
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• Trane Technologies plc (TT $410.10)
  • $410.10 P/E (TTM): 30.8X Cap: $90.93B
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• Coinbase Global Inc (COIN $240.41)
  • $240.41 P/E (TTM): 20.61X Cap: $64.82B
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Q: Here I go again. I'm seeking your help to identify strong companies in Canada and the United States in the right sectors in the new Trump era that demonstrate 'relative safety' yet the potential to grow significantly. A bit of a reach. But I would appreciate your help to identify 5 Canadian and 5 American companies that could fit the bill. I have a relatively short time horizon - 3 years. Thanks for your appreciated support.

Upvote 34

Read Answer Asked by Les on November 15, 2024

• Open Text Corporation (OTEX $46.63)
  • $46.63 P/E (TTM): 17.16X Cap: $11.75B
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Q: Hi folks, loved the report on DOCCKS with stats...just wondering how OTEX/t got added as you show 1 year Rev E at -8%, & 1 year EPS E is -12%....been a choppy 2024 & few years for Open Text, with regularly missing Q estimates....what did 5i like about Otex to include it in Canada's version of "Mag 7"....thanks, jb

Upvote 9

Read Answer Asked by John on November 15, 2024