Investment Q&A

• Eli Lilly and Company (LLY $1,004.92)
  • $1,004.92 P/E (TTM): 43.86X Cap: $946.37B
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• Toromont Industries Ltd. (TIH $223.89)
  • $223.89 P/E (TTM): 37.15X Cap: $18.25B
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• ATS Corporation (ATS $44.12)
  • $44.12 P/E (TTM): 234.21X Cap: $4.32B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $336.69)
  • $336.69 P/E (TTM): 56.84X Cap: $4B
  • View HPS.A Profile
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• Docebo Inc. (DCBO $23.75)
  • $23.75 P/E (TTM): 12.09X Cap: $610M
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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 $264.14)
  • $264.14 P/E (TTM): 37.27X Cap: $2.84T
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• Meta Platforms Inc. (META $614.23)
  • $614.23 P/E (TTM): 26.33X Cap: $1.55T
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• Alphabet Inc. (GOOGL $396.78)
  • $396.78 P/E (TTM): 37.1X Cap: $4.85T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $137.94)
  • $137.94 P/E (TTM): 96.77X Cap: $178.74B
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• Axon Enterprise Inc. (AXON $391.88)
  • $391.88 P/E (TTM): 156.53X Cap: $31.58B
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• Uber Technologies Inc. (UBER $75.09)
  • $75.09 P/E (TTM): 18.53X Cap: $152.85B
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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 $494.83)
  • $494.83 P/E (TTM): 53.42X Cap: $60.24B
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• lululemon athletica inc. (LULU $119.14)
  • $119.14 P/E (TTM): 9.13X Cap: $13.16B
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• TerraVest Industries Inc. (TVK $132.75)
  • $132.75 Cap: $2.87B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $139.59)
  • $139.59 Cap: $16.49B
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• Crocs Inc. (CROX $94.94)
  • $94.94 Cap: $4.82B
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• Propel Holdings Inc. (PRL $20.83)
  • $20.83 P/E (TTM): 11.02X Cap: $819M
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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 $124.77)
  • $124.77 Cap: $72.20B
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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 $137.94)
  • $137.94 P/E (TTM): 96.77X Cap: $178.74B
  • View SHOP Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $139.59)
  • $139.59 Cap: $16.49B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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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 $337.88)
  • $337.88 P/E (TTM): 102.75X Cap: $55.81B
  • 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 $170.03)
  • $170.03 P/E (TTM): 36.46X Cap: $46.28B
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• Kinaxis Inc. (KXS $138.89)
  • $138.89 P/E (TTM): 41.08X Cap: $3.79B
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• TerraVest Industries Inc. (TVK $132.75)
  • $132.75 Cap: $2.87B
  • View TVK Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $139.59)
  • $139.59 Cap: $16.49B
  • View ATZ Profile
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• Trisura Group Ltd. (TSU $40.72)
  • $40.72 P/E (TTM): 13.81X Cap: $1.96B
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• Valhi Inc. (VHI $13.55)
  • $13.55 Cap: $388M
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• Boyd Group Services Inc. (BYD $141.87)
  • $141.87 P/E (TTM): 127.59X Cap: $3.94B
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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 $2,612.34)
  • $2,612.34 P/E (TTM): 76.49X Cap: $55.35B
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• Thomson Reuters Corporation (TRI $114.06)
  • $114.06 P/E (TTM): 23.84X Cap: $49.75B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $137.94)
  • $137.94 P/E (TTM): 96.77X Cap: $178.74B
  • View SHOP Profile
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  • View Reports on SHOP
• Advanced Micro Devices Inc. (AMD $424.10)
  • $424.10 P/E (TTM): 147.44X Cap: $691.53B
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• INVESCO QQQ Trust (QQQ $708.93)
  • $708.93 P/E (TTM): 33.49X Cap: $463B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $129.44)
  • $129.44 P/E (TTM): 32.59X Cap: $2.22B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.68)
  • $62.68 P/E (TTM): 88.39X Cap: $153.61B
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Q: Dear 5i,
Thank you for your awesome work and valuable insights. Would like to invest 7000$ 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 $436.62)
  • $436.62 P/E (TTM): 45.09X Cap: $346.50B
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• Lam Research Corporation (LRCX $284.72)
  • $284.72 P/E (TTM): 61.43X Cap: $356.06B
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• NVIDIA Corporation (NVDA $225.32)
  • $225.32 P/E (TTM): 48.11X Cap: $5.47T
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• Finning International Inc. (FTT $102.24)
  • $102.24 P/E (TTM): 20.93X Cap: $13.37B
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• TFI International Inc. (TFII $193.90)
  • $193.90 P/E (TTM): 50.25X Cap: $15.93B
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• Kinaxis Inc. (KXS $138.89)
  • $138.89 P/E (TTM): 41.08X Cap: $3.79B
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• Trisura Group Ltd. (TSU $40.72)
  • $40.72 P/E (TTM): 13.81X Cap: $1.96B
  • View TSU Profile
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• Monolithic Power Systems Inc. (MPWR $1,550.02)
  • $1,550.02 P/E (TTM): 125.5X Cap: $76.15B
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• Cadence Design Systems Inc. (CDNS $347.24)
  • $347.24 P/E (TTM): 86.91X Cap: $95.77B
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• Century Communities Inc. (CCS $48.41)
  • $48.41 P/E (TTM): 10.47X Cap: $1.39B
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• M/I Homes Inc. (MHO $121.33)
  • $121.33 P/E (TTM): 8.6X Cap: $3.23B
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• Boyd Group Services Inc. (BYD $141.87)
  • $141.87 P/E (TTM): 127.59X Cap: $3.94B
  • 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 $21.59)
  • $21.59 P/E (TTM): 26.68X Cap: $9.68B
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• Robinhood Markets Inc. (HOOD $77.14)
  • $77.14 P/E (TTM): 39.37X Cap: $69.46B
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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 $75.09)
  • $75.09 P/E (TTM): 18.53X Cap: $152.85B
  • View UBER Profile
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• DoorDash Inc. (DASH $159.20)
  • $159.20 P/E (TTM): 72.84X Cap: $71.42B
  • View DASH Profile
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• Maplebear Inc. (CART $39.71)
  • $39.71 P/E (TTM): 21.86X Cap: $9.49B
  • 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 $494.83)
  • $494.83 P/E (TTM): 53.42X Cap: $60.24B
  • View CLS Profile
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• Vertiv Holdings LLC Class A (VRT $370.94)
  • $370.94 P/E (TTM): 110.33X Cap: $144.51B
  • View VRT Profile
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• Cellebrite DI Ltd. (CLBT $12.98)
  • $12.98 Cap: $3.23B
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• Nebius Group N.V. (NBIS $219.94)
  • $219.94 Cap: $55.84B
  • 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 $1,048.95)
  • $1,048.95 P/E (TTM): 72.36X Cap: $465.36B
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• Alphabet Inc. (GOOG $393.32)
  • $393.32 P/E (TTM): 36.74X Cap: $4.85T
  • View GOOG Profile
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• Intuitive Surgical Inc. (ISRG $421.12)
  • $421.12 P/E (TTM): 52.01X Cap: $149.14B
  • View ISRG Profile
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• NVIDIA Corporation (NVDA $225.32)
  • $225.32 P/E (TTM): 48.11X Cap: $5.47T
  • View NVDA Profile
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• NextEra Energy Inc. (NEE $93.36)
  • $93.36 P/E (TTM): 28.99X Cap: $194.68B
  • View NEE Profile
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• Constellation Brands Inc. (STZ $142.35)
  • $142.35 P/E (TTM): 14.63X Cap: $24.51B
  • 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 $46.37)
  • $46.37 P/E (TTM): 11.45X Cap: $193.62B
  • View VZ Profile
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• Atlassian Corporation (TEAM $87.46)
  • $87.46 Cap: $22.19B
  • View TEAM Profile
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• Roku Inc. (ROKU $124.02)
  • $124.02 P/E (TTM): 224.73X Cap: $18.30B
  • View ROKU Profile
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• Alteryx Inc. Class A (AYX)
  • View AYX Profile
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• Axon Enterprise Inc. (AXON $391.88)
  • $391.88 P/E (TTM): 156.53X Cap: $31.58B
  • View AXON Profile
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• Datadog Inc. (DDOG $207.98)
  • $207.98 P/E (TTM): 520.1X Cap: $74.03B
  • View DDOG Profile
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• Vertiv Holdings LLC Class A (VRT $370.94)
  • $370.94 P/E (TTM): 110.33X Cap: $144.51B
  • View VRT Profile
  • View Questions on VRT
• Cellebrite DI Ltd. (CLBT $12.98)
  • $12.98 Cap: $3.23B
  • View CLBT Profile
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• Nebius Group N.V. (NBIS $219.94)
  • $219.94 Cap: $55.84B
  • 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 $2.51)
  • $2.51 Cap: $228M
  • 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 $93.99)
  • $93.99 P/E (TTM): 17.4X Cap: $110.97B
  • View SU Profile
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• Canadian Natural Resources Limited (CNQ $66.08)
  • $66.08 P/E (TTM): 12.63X Cap: $137.84B
  • View CNQ Profile
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• S&P/TSX Composite Index (TSX $33,833.35)
  • 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 $264.14)
  • $264.14 P/E (TTM): 37.27X Cap: $2.84T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $393.32)
  • $393.32 P/E (TTM): 36.74X Cap: $4.85T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $225.32)
  • $225.32 P/E (TTM): 48.11X Cap: $5.47T
  • View NVDA Profile
  • View Questions on NVDA
• JPMorgan Chase & Co. (JPM $297.81)
  • $297.81 P/E (TTM): 14.36X Cap: $797.98B
  • View JPM Profile
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• Procter & Gamble Company (The) (PG $141.57)
  • $141.57 P/E (TTM): 21.14X Cap: $329.65B
  • View PG Profile
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• Berkshire Hathaway Inc. (BRK.B $482.70)
  • $482.70 P/E (TTM): 15.62X 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 $494.83)
  • $494.83 P/E (TTM): 53.42X Cap: $60.24B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $132.75)
  • $132.75 Cap: $2.87B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $336.69)
  • $336.69 P/E (TTM): 56.84X Cap: $4B
  • View HPS.A Profile
  • View Questions on HPS.A
• WELL Health Technologies Corp. (WELL $3.95)
  • $3.95 Cap: $1B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Propel Holdings Inc. (PRL $20.83)
  • $20.83 P/E (TTM): 11.02X Cap: $819M
  • 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 $115.00)
  • $115.00 P/E (TTM): 19.16X Cap: $4.21B
  • 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 $336.69)
  • $336.69 P/E (TTM): 56.84X Cap: $4B
  • 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