Investment Q&A

• Costco Wholesale Corporation (COST $951.59)
  • $951.59 P/E (TTM): 68.97X Cap: $422.38B
  • View COST Profile
  • View Questions on COST
• O'Reilly Automotive Inc. (ORLY $98.85)
  • $98.85 P/E (TTM): 4.95X Cap: $83.43B
  • View ORLY Profile
  • View Questions on ORLY
• AutoZone Inc. (AZO $3,703.76)
  • $3,703.76 P/E (TTM): 32.44X Cap: $61.36B
  • View AZO Profile
  • View Questions on AZO
• Mastercard Incorporated (MA $543.73)
  • $543.73 P/E (TTM): 33.34X Cap: $488.26B
  • View MA Profile
  • View Questions on MA
• NextEra Energy Inc. (NEE $88.18)
  • $88.18 P/E (TTM): 27.89X Cap: $183.64B
  • View NEE Profile
  • View Questions on NEE
• UnitedHealth Group Incorporated (DE) (UNH $292.29)
  • $292.29 P/E (TTM): 15.34X Cap: $264.76B
  • View UNH Profile
  • View Questions on UNH
• Visa Inc. (V $331.80)
  • $331.80 P/E (TTM): 32.06X Cap: $638.95B
  • View V Profile
  • View Questions on V
• Walmart Inc. (WMT $117.41)
  • $117.41 Cap: $935.77B
  • View WMT Profile
  • View Questions on WMT
• Canadian National Railway Company (CNR $136.17)
  • $136.17 P/E (TTM): 18.14X Cap: $83.81B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $102.27)
  • $102.27 P/E (TTM): 21.15X Cap: $92.12B
  • View CP Profile
  • View Questions on CP
• Dollarama Inc. (DOL $185.27)
  • $185.27 P/E (TTM): 39.55X Cap: $50.72B
  • View DOL Profile
  • View Questions on DOL
• Intact Financial Corporation (IFC $247.16)
  • $247.16 P/E (TTM): 20.61X Cap: $43.94B
  • View IFC Profile
  • View Questions on IFC
• Hydro One Limited (H $53.70)
  • $53.70 P/E (TTM): 24.62X Cap: $32.20B
  • View H Profile
  • View Questions on H
• EQB Inc. (EQB $108.36)
  • $108.36 P/E (TTM): 16.19X Cap: $4.07B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB

Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you

Upvote 33

Read Answer Asked by Neil on November 25, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.53)
  • $193.53 P/E (TTM): 101.15X Cap: $251.83B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

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 $241.73)
  • $241.73 P/E (TTM): 34.32X Cap: $2.58T
  • View AMZN Profile
  • View Questions on AMZN
• NVIDIA Corporation (NVDA $192.51)
  • $192.51 P/E (TTM): 47.52X Cap: $4.67T
  • View NVDA Profile
  • View Questions on NVDA
• Take-Two Interactive Software Inc. (TTWO $239.27)
  • $239.27 Cap: $44.21B
  • View TTWO Profile
  • View Questions on TTWO
• Jacobs Solutions Inc. (J $136.29)
  • $136.29 P/E (TTM): 57.44X Cap: $16.18B
  • View J Profile
  • View Questions on J
• Vertiv Holdings LLC Class A (VRT $195.10)
  • $195.10 P/E (TTM): 73.12X Cap: $74.59B
  • View VRT Profile
  • View Questions on VRT
• Trane Technologies plc (TT $426.07)
  • $426.07 P/E (TTM): 30.35X Cap: $94.47B
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX $199.88)
  • $199.88 P/E (TTM): 40.96X Cap: $267.99B
  • View RTX Profile
  • View Questions on RTX
• Palantir Technologies Inc. (PLTR $151.86)
  • $151.86 P/E (TTM): 374.64X Cap: $361.94B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $569.24)
  • $569.24 P/E (TTM): 65.8X Cap: $192.37B
  • View APP Profile
  • View Questions on APP
• Sezzle Inc. (SEZL $70.51)
  • $70.51 Cap: $2.40B
  • View SEZL Profile
  • View Questions on SEZL

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 $78.67)
  • $78.67 P/E (TTM): 31.18X Cap: $39.14B
  • View TECK.B Profile
  • View Questions on TECK.B
• Capstone Copper Corp. (CS $16.66)
  • $16.66 P/E (TTM): 29.22X Cap: $12.71B
  • View CS Profile
  • View Questions on CS
• Southern Copper Corporation (SCCO $207.93)
  • $207.93 P/E (TTM): 41.55X Cap: $168.87B
  • View SCCO Profile
  • View Questions on SCCO
• CopperCorp Resources Inc. (CPER $0.11)
  • $0.11 Cap: $14M
  • View CPER Profile
  • View Questions on CPER

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 $193.53)
  • $193.53 P/E (TTM): 101.15X Cap: $251.83B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Docebo Inc. (DCBO $26.49)
  • $26.49 P/E (TTM): 24.12X Cap: $761M
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Shift4 Payments Inc. Class A (FOUR $59.40)
  • $59.40 P/E (TTM): 28.16X Cap: $5.26B
  • View FOUR Profile
  • View Questions on FOUR

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 $142.18)
  • $142.18 Cap: $3.08B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

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 $26.45)
  • $26.45 P/E (TTM): 76.22X Cap: $390M
  • View TCS Profile
  • View Questions on TCS
  • View Reports on TCS
• Vitalhub Corp. (VHI $8.72)
  • $8.72 P/E (TTM): 175.29X Cap: $550M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI

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
  • View DGHI Profile
  • View Questions on DGHI
• Riot Platforms Inc. (RIOT $16.97)
  • $16.97 P/E (TTM): 53.18X Cap: $6.30B
  • View RIOT Profile
  • View Questions on RIOT

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 $3.73)
  • $3.73 P/E (TTM): 24.02X Cap: $886M
  • View HIVE Profile
  • View Questions on HIVE

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 $127.99)
  • $127.99 P/E (TTM): 10.85X Cap: $218.50B
  • View TD Profile
  • View Questions on TD
• Constellation Software Inc. (CSU $2,552.51)
  • $2,552.51 P/E (TTM): 60.39X Cap: $54.09B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Wheaton Precious Metals Corp. (WPM $205.43)
  • $205.43 P/E (TTM): 68.81X Cap: $93.26B
  • View WPM Profile
  • View Questions on WPM
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.53)
  • $193.53 P/E (TTM): 101.15X Cap: $251.83B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Hydro One Limited (H $53.70)
  • $53.70 P/E (TTM): 24.62X Cap: $32.20B
  • View H Profile
  • View Questions on H
• EQB Inc. (EQB $108.36)
  • $108.36 P/E (TTM): 16.19X Cap: $4.07B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Galaxy Digital Inc. Class A common stock (GLXY $40.39)
  • $40.39 Cap: $15.77B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Propel Holdings Inc. (PRL $24.10)
  • $24.10 P/E (TTM): 11.12X Cap: $948M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• A & W Food Services of Canada Inc. (AW $36.02)
  • $36.02 P/E (TTM): 31.64X Cap: $864M
  • 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

• Symbotic Inc. (SYM $56.20)
  • $56.20 Cap: $33.70B
  • View SYM Profile
  • View Questions on SYM

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 $40.39)
  • $40.39 Cap: $15.77B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

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 $403.89)
  • $403.89 P/E (TTM): 55.68X Cap: $46.46B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $142.18)
  • $142.18 Cap: $3.08B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• EQB Inc. (EQB $108.36)
  • $108.36 P/E (TTM): 16.19X Cap: $4.07B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $179.50)
  • $179.50 P/E (TTM): 26.77X Cap: $2.13B
  • View HPS.A Profile
  • View Questions on HPS.A
• Propel Holdings Inc. (PRL $24.10)
  • $24.10 P/E (TTM): 11.12X Cap: $948M
  • 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

• EQB Inc. (EQB $108.36)
  • $108.36 P/E (TTM): 16.19X Cap: $4.07B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB

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 $127.99)
  • $127.99 P/E (TTM): 10.85X Cap: $218.50B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $103.04)
  • $103.04 P/E (TTM): 25.08X Cap: $127.93B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Canadian National Railway Company (CNR $136.17)
  • $136.17 P/E (TTM): 18.14X Cap: $83.81B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $102.27)
  • $102.27 P/E (TTM): 21.15X Cap: $92.12B
  • View CP Profile
  • View Questions on CP
• Sun Life Financial Inc. (SLF $86.00)
  • $86.00 P/E (TTM): 21.35X Cap: $47.93B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• WSP Global Inc. (WSP $263.81)
  • $263.81 P/E (TTM): 40.34X Cap: $34.45B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TMX Group Limited (X $49.94)
  • $49.94 P/E (TTM): 30.59X Cap: $14.04B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Toromont Industries Ltd. (TIH $176.14)
  • $176.14 P/E (TTM): 30.16X Cap: $14.33B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• TFI International Inc. (TFII $147.78)
  • $147.78 P/E (TTM): 27.47X Cap: $12.16B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• EQB Inc. (EQB $108.36)
  • $108.36 P/E (TTM): 16.19X Cap: $4.07B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Boyd Group Services Inc. (BYD $219.14)
  • $219.14 P/E (TTM): 216.58X Cap: $6.09B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Brookfield Corporation Class A Limited Voting Shares (BN $62.80)
  • $62.80 P/E (TTM): 91.79X Cap: $141B
  • View BN Profile
  • View Questions on BN

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 $5.85)
  • $5.85 P/E (TTM): 437.86X Cap: $617M
  • View ZDC Profile
  • View Questions on ZDC

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 $5.85)
  • $5.85 P/E (TTM): 437.86X Cap: $617M
  • View ZDC Profile
  • View Questions on ZDC
• Vitalhub Corp. (VHI $8.72)
  • $8.72 P/E (TTM): 175.29X Cap: $550M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI

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 $5.85)
  • $5.85 P/E (TTM): 437.86X Cap: $617M
  • View ZDC Profile
  • View Questions on ZDC

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 $192.51)
  • $192.51 P/E (TTM): 47.52X Cap: $4.67T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,113.32)
  • $5,113.32 P/E (TTM): 33.13X Cap: $164.82B
  • View BKNG Profile
  • View Questions on BKNG
• Axon Enterprise Inc. (AXON $509.58)
  • $509.58 P/E (TTM): 173.46X Cap: $40.44B
  • View AXON Profile
  • View Questions on AXON
• Trane Technologies plc (TT $426.07)
  • $426.07 P/E (TTM): 30.35X Cap: $94.47B
  • View TT Profile
  • View Questions on TT
• Coinbase Global Inc (COIN $199.18)
  • $199.18 P/E (TTM): 18.15X Cap: $53.70B
  • View COIN Profile
  • View Questions on COIN

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