Investment Q&A

• Eli Lilly and Company (LLY $1,039.51)
  • $1,039.51 P/E (TTM): 53.2X Cap: $1T
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• Toromont Industries Ltd. (TIH $182.11)
  • $182.11 P/E (TTM): 30.02X Cap: $14.61B
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• ATS Corporation (ATS $39.79)
  • $39.79 Cap: $3.92B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.97)
  • $173.97 P/E (TTM): 23.75X Cap: $2.07B
  • View HPS.A Profile
  • View Questions on HPS.A
• Docebo Inc. (DCBO $25.45)
  • $25.45 P/E (TTM): 24.27X Cap: $731M
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Q: I am down on these 3 stocks in my RRSP. Do you see future upside, or should I let them go?

Upvote 8

Read Answer Asked by Maryon on January 22, 2025

• Amazon.com Inc. (AMZN $244.68)
  • $244.68 P/E (TTM): 33.1X Cap: $2.54T
  • View AMZN Profile
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• Meta Platforms Inc. (META $672.97)
  • $672.97 P/E (TTM): 28.68X Cap: $1.69T
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• Alphabet Inc. (GOOGL $334.55)
  • $334.55 P/E (TTM): 32.63X Cap: $4.03T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $186.82)
  • $186.82 P/E (TTM): 101.74X Cap: $243.37B
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• Axon Enterprise Inc. (AXON $610.22)
  • $610.22 P/E (TTM): 192.55X Cap: $48.43B
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• Uber Technologies Inc. (UBER $81.24)
  • $81.24 P/E (TTM): 10.61X Cap: $168.80B
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Q: The listed companies have used their tech to expand beyond their original business channels to a point that they are woven into the fabric of society. At some point early on they were good businesses with high potential that have risen to levels I could not have contemplated. Looking beyond AI, can you think of three companies out there in any sector that are working on things that have the potential to become central to our way of life in the way that these giants have? These can be well known companies that you think are on the cusp of big things or smaller companies with ideas that are a long shot.

Thanks

Upvote 22

Read Answer Asked by Tim on January 22, 2025

• Celestica Inc. (CLS $452.26)
  • $452.26 P/E (TTM): 47.71X Cap: $52.02B
  • View CLS Profile
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• lululemon athletica inc. (LULU $186.39)
  • $186.39 P/E (TTM): 13.55X Cap: $20.91B
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• TerraVest Industries Inc. (TVK $142.08)
  • $142.08 Cap: $3.08B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $115.09)
  • $115.09 P/E (TTM): 50.85X Cap: $13.28B
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• Crocs Inc. (CROX $84.15)
  • $84.15 P/E (TTM): 28.11X Cap: $4.36B
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• Propel Holdings Inc. (PRL $24.32)
  • $24.32 P/E (TTM): 11.13X Cap: $957M
  • View PRL Profile
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Q: Hello 5i
Please tell me the expected 2025 growth rates for the above stocks.
Which order would you buy if different than highest to lowest growth?
Thank you
Dave

Upvote 14

Read Answer Asked by Dave on January 22, 2025

• Rocket Lab Corporation (RKLB $87.00)
  • $87.00 Cap: $42.98B
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Q: Nice pop today on Rocket Lab! Am I correct in guessing its because Elons rocket blew up? Any other comments??

Upvote 1

Read Answer Asked by David on January 21, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $186.82)
  • $186.82 P/E (TTM): 101.74X Cap: $243.37B
  • View SHOP Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $115.09)
  • $115.09 P/E (TTM): 50.85X Cap: $13.28B
  • View ATZ Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $45.06)
  • $45.06 Cap: $17.60B
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Q: What 3 stocks that you follow do you think are poised for rocket ship like maintained growth in the next 2 years?

Upvote 23

Read Answer Asked by Judith on January 21, 2025

• Teradyne Inc. (TER $238.94)
  • $238.94 P/E (TTM): 83.63X Cap: $37.41B
  • View TER Profile
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Q: Can you please give your updated opinion on TER. Will they play a role in humanoids?

Upvote 2

Read Answer Asked by Kel on January 20, 2025

• Dollarama Inc. (DOL $186.36)
  • $186.36 P/E (TTM): 40.97X Cap: $52.25B
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• Kinaxis Inc. (KXS $146.06)
  • $146.06 P/E (TTM): 88.32X Cap: $4.09B
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• TerraVest Industries Inc. (TVK $142.08)
  • $142.08 Cap: $3.08B
  • View TVK Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $115.09)
  • $115.09 P/E (TTM): 50.85X Cap: $13.28B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Trisura Group Ltd. (TSU $43.30)
  • $43.30 P/E (TTM): 17.11X Cap: $2.05B
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• Valhi Inc. (VHI $14.45)
  • $14.45 P/E (TTM): 22.52X Cap: $409M
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• Boyd Group Services Inc. (BYD $226.43)
  • $226.43 P/E (TTM): 218.6X Cap: $6.30B
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Q: Looking to invest new funds in SMID CAD. Do not need income - lean to Growth. On a risk/reward ranking, from this list or any others you prefer, please advise where you would focus investments for 3-5 years hold.
Thanks

Upvote 9

Read Answer Asked by sam on January 20, 2025

• Constellation Software Inc. (CSU $2,651.30)
  • $2,651.30 P/E (TTM): 62.06X Cap: $56.18B
  • View CSU Profile
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• Thomson Reuters Corporation (TRI $161.40)
  • $161.40 P/E (TTM): 31.05X Cap: $75.20B
  • View TRI Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $186.82)
  • $186.82 P/E (TTM): 101.74X Cap: $243.37B
  • View SHOP Profile
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  • View Reports on SHOP
• Advanced Micro Devices Inc. (AMD $252.03)
  • $252.03 P/E (TTM): 126.11X Cap: $409.14B
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• INVESCO QQQ Trust (QQQ $631.13)
  • $631.13 P/E (TTM): 30.59X Cap: $415.53B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $113.95)
  • $113.95 P/E (TTM): 29.23X Cap: $2.06B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.42)
  • $64.42 P/E (TTM): 92.37X Cap: $144.64B
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Q: Dear 5i,
Thank you for your awesome work and valuable insights. Would like to invest 7000$ into my 19 year old Son’sTFSA. What stocks or Etfs would you recommend for long-term growth? He currently has ZSP and AMD(20%of portfolio). Also should I replace AMD with a different stock? Thank you!

Upvote 7

Read Answer Asked by Dimitrios on January 20, 2025

• Applied Materials Inc. (AMAT $332.71)
  • $332.71 P/E (TTM): 36.73X Cap: $253.31B
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• Lam Research Corporation (LRCX $238.46)
  • $238.46 P/E (TTM): 48.72X Cap: $299.51B
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• NVIDIA Corporation (NVDA $188.52)
  • $188.52 P/E (TTM): 45.87X Cap: $4.53T
  • View NVDA Profile
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• Finning International Inc. (FTT $88.31)
  • $88.31 P/E (TTM): 16.82X Cap: $11.59B
  • View FTT Profile
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• TFI International Inc. (TFII $147.25)
  • $147.25 P/E (TTM): 28.82X Cap: $12.11B
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• Kinaxis Inc. (KXS $146.06)
  • $146.06 P/E (TTM): 88.32X Cap: $4.09B
  • View KXS Profile
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• Trisura Group Ltd. (TSU $43.30)
  • $43.30 P/E (TTM): 17.11X Cap: $2.05B
  • View TSU Profile
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• Monolithic Power Systems Inc. (MPWR $1,095.49)
  • $1,095.49 P/E (TTM): 27.62X Cap: $52.48B
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• Cadence Design Systems Inc. (CDNS $318.37)
  • $318.37 P/E (TTM): 81.94X Cap: $86.66B
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• Century Communities Inc. (CCS $63.45)
  • $63.45 P/E (TTM): 9.94X Cap: $1.90B
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• M/I Homes Inc. (MHO $128.60)
  • $128.60 P/E (TTM): 7.97X Cap: $3.36B
  • View MHO Profile
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• Boyd Group Services Inc. (BYD $226.43)
  • $226.43 P/E (TTM): 218.6X Cap: $6.30B
  • View BYD Profile
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Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you

Upvote 36

Read Answer Asked by Christine on January 17, 2025

• GameStop Corporation (GME $24.21)
  • $24.21 P/E (TTM): 26.0X Cap: $10.84B
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• Robinhood Markets Inc. (HOOD $105.24)
  • $105.24 P/E (TTM): 44.27X Cap: $94.63B
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Q: HOOD I have noticed ads targeting the wealthy investor in addition to their meme/crypto traders. This seems to be a new company that is firing on all cylinders- time to add
to the recommended list?

Upvote 2

Read Answer Asked by Scott on January 16, 2025

• Uber Technologies Inc. (UBER $81.24)
  • $81.24 P/E (TTM): 10.61X Cap: $168.80B
  • View UBER Profile
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• DoorDash Inc. (DASH $207.36)
  • $207.36 P/E (TTM): 104.35X Cap: $89.31B
  • View DASH Profile
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• Maplebear Inc. (CART $37.96)
  • $37.96 P/E (TTM): 21.1X Cap: $10.59B
  • View CART Profile
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Q: What are your thoughts on Maplebear (Instacart)?
Would you prefer DoorDash?
Or is Uber a better investment?

Upvote 2

Read Answer Asked by Dan on January 16, 2025

• Celestica Inc. (CLS $452.26)
  • $452.26 P/E (TTM): 47.71X Cap: $52.02B
  • View CLS Profile
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• Vertiv Holdings LLC Class A (VRT $189.21)
  • $189.21 P/E (TTM): 68.35X Cap: $72.34B
  • View VRT Profile
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• Cellebrite DI Ltd. (CLBT $16.59)
  • $16.59 Cap: $3.96B
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• Nebius Group N.V. (NBIS $97.87)
  • $97.87 Cap: $23.30B
  • View NBIS Profile
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Q: Yesterday, you gave me your top 4 conservative growth. Could you please give me your top 4 non-conservative growth in order please. Thanks Steve

Upvote 27

Read Answer Asked by Stephen on January 15, 2025

• Costco Wholesale Corporation (COST $970.28)
  • $970.28 P/E (TTM): 70.08X Cap: $433.95B
  • View COST Profile
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• Alphabet Inc. (GOOG $335.00)
  • $335.00 P/E (TTM): 32.66X Cap: $4.02T
  • View GOOG Profile
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• Intuitive Surgical Inc. (ISRG $525.04)
  • $525.04 P/E (TTM): 69.46X Cap: $186.12B
  • View ISRG Profile
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• NVIDIA Corporation (NVDA $188.52)
  • $188.52 P/E (TTM): 45.87X Cap: $4.53T
  • View NVDA Profile
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• NextEra Energy Inc. (NEE $87.15)
  • $87.15 P/E (TTM): 27.09X Cap: $181.49B
  • View NEE Profile
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• Constellation Brands Inc. (STZ $161.25)
  • $161.25 P/E (TTM): 23.26X Cap: $27.95B
  • View STZ Profile
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
  • View UTX Profile
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• Verizon Communications Inc. (VZ $39.32)
  • $39.32 P/E (TTM): 8.44X Cap: $167.05B
  • View VZ Profile
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• Atlassian Corporation (TEAM $133.86)
  • $133.86 Cap: $36.44B
  • View TEAM Profile
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• Roku Inc. (ROKU $104.58)
  • $104.58 Cap: $15.45B
  • View ROKU Profile
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• Alteryx Inc. Class A (AYX)
  • View AYX Profile
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• Axon Enterprise Inc. (AXON $610.22)
  • $610.22 P/E (TTM): 192.55X Cap: $48.43B
  • View AXON Profile
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• Datadog Inc. (DDOG $138.21)
  • $138.21 P/E (TTM): 417.99X Cap: $48.46B
  • View DDOG Profile
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• Vertiv Holdings LLC Class A (VRT $189.21)
  • $189.21 P/E (TTM): 68.35X Cap: $72.34B
  • View VRT Profile
  • View Questions on VRT
• Cellebrite DI Ltd. (CLBT $16.59)
  • $16.59 Cap: $3.96B
  • View CLBT Profile
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• Nebius Group N.V. (NBIS $97.87)
  • $97.87 Cap: $23.30B
  • View NBIS Profile
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Q: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave

Upvote 47

Read Answer Asked by Dave on January 15, 2025

• Ceragon Networks Ltd. (CRNT $2.31)
  • $2.31 Cap: $205M
  • View CRNT Profile
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Q: Hi 5i,

Can i have your opinion on CRNT?

I was conaidering a small position in a bag of small caps but i see no news on the 8% drop.

Thanks

Upvote 2

Read Answer Asked by Francois on January 14, 2025

• Suncor Energy Inc. (SU $70.58)
  • $70.58 P/E (TTM): 16.06X Cap: $84.78B
  • View SU Profile
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• Canadian Natural Resources Limited (CNQ $49.81)
  • $49.81 P/E (TTM): 15.42X Cap: $103.75B
  • View CNQ Profile
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• S&P/TSX Composite Index (TSX $33,096.40)
  • View TSX Profile
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Q: Hi,

Do you have a view as to how the TSX will respond if and when Trump announces 25% tariffs on Canadian goods?

Will oil and gas sector take a hit, like Suncor, and CNQ?

Thanks

Robert

Upvote 6

Read Answer Asked by Robert on January 14, 2025

• Amazon.com Inc. (AMZN $244.68)
  • $244.68 P/E (TTM): 33.1X Cap: $2.54T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $335.00)
  • $335.00 P/E (TTM): 32.66X Cap: $4.02T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $188.52)
  • $188.52 P/E (TTM): 45.87X Cap: $4.53T
  • View NVDA Profile
  • View Questions on NVDA
• JPMorgan Chase & Co. (JPM $300.31)
  • $300.31 P/E (TTM): 15.03X Cap: $817.52B
  • View JPM Profile
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• Procter & Gamble Company (The) (PG $148.34)
  • $148.34 P/E (TTM): 21.89X Cap: $344.74B
  • View PG Profile
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• Berkshire Hathaway Inc. (BRK.B $474.67)
  • $474.67 P/E (TTM): 15.49X Cap: $1.04T
  • View BRK.B Profile
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Q: Can you give suggestions for your three best Canadian and us quality value, largecap stocks ?
Similarly your three best Canadian and US quality growth large cap stocks?
Pls give a compelling entry point and rank best first
Appreciate all your advice

Upvote 36

Read Answer Asked by Indra on January 14, 2025

Q: What would be your top 4 picks to add to a TFSA for steady growth over the next few years. Happy New Year and thanks for your great service. Steve

Upvote 23

Read Answer Asked by Stephen on January 14, 2025

• Celestica Inc. (CLS $452.26)
  • $452.26 P/E (TTM): 47.71X Cap: $52.02B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $142.08)
  • $142.08 Cap: $3.08B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.97)
  • $173.97 P/E (TTM): 23.75X Cap: $2.07B
  • View HPS.A Profile
  • View Questions on HPS.A
• WELL Health Technologies Corp. (WELL $4.09)
  • $4.09 Cap: $1.06B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Propel Holdings Inc. (PRL $24.32)
  • $24.32 P/E (TTM): 11.13X Cap: $957M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: i've done well in 2024 with a number of 5i canadian small and mid cap picks such as CLS, PRL,TVK, WELL, HPS, etc.
I did similarly well with a number of picks in 2021 only to watch those gains evaporate in 2022.
I know 5i prefer not trying to time the market but i'm watching my 2024 winners trend down, some more than others.
I still believe in the fundamentals of my 2024 winners but if the market is trending down is there not some point one should step aside, take the profit and wait for a new or renewed uptrend?

Upvote 22

Read Answer Asked by Rob on January 13, 2025

• EQB Inc. (EQB $107.50)
  • $107.50 P/E (TTM): 16.33X Cap: $4.04B
  • View EQB Profile
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Q: Just reading about this company and they are buying back 2.3 million shares for the purpose of “cancellation”Could you explain to me what this means other than the obvious of helping their EPS and not having to pay those dividends,am I missing anything here I e just never heard that term before.Also what would be a good entry point for this stock for a 1-3 year hold. Thanks

Upvote 7

Read Answer Asked by Greg on January 10, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.97)
  • $173.97 P/E (TTM): 23.75X Cap: $2.07B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Any thoughts, why Hammond Power stock has been hammered over past 3 days, down 10%, with no apparent news except renewed fear of Trump's tariff plans.

How is this Company, likely to be impacted, if 25% tariffs becomes a reality ?

Thank You

Upvote 18

Read Answer Asked by rajeev on January 10, 2025