Investment Q&A

• Intuitive Surgical Inc. (ISRG $452.66)
  • $452.66 P/E (TTM): 60.74X Cap: $160.75B
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• Celestica Inc. (CLS $388.66)
  • $388.66 P/E (TTM): 40.38X Cap: $44.68B
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• Athabasca Oil Corporation (ATH $10.69)
  • $10.69 P/E (TTM): 19.47X Cap: $4.74B
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• Crocs Inc. (CROX $79.54)
  • $79.54 Cap: $3.99B
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• Aspen Aerogels Inc. (ASPN $3.30)
  • $3.30 Cap: $273M
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• ADF Group Inc. Subordinate Voting Shares (DRX $9.11)
  • $9.11 P/E (TTM): 9.1X Cap: $260M
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• IES Holdings Inc. (IESC $473.86)
  • $473.86 P/E (TTM): 28.08X Cap: $9.44B
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• Parsons Corporation (PSN $52.51)
  • $52.51 P/E (TTM): 23.41X Cap: $5.61B
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• Docebo Inc. (DCBO $23.10)
  • $23.10 P/E (TTM): 14.54X Cap: $664M
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• Shift4 Payments Inc. Class A (FOUR $44.48)
  • $44.48 P/E (TTM): 62.99X Cap: $3.61B
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• Cellebrite DI Ltd. (CLBT $12.95)
  • $12.95 Cap: $3.23B
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• Westgold Resources Limited Ordinary shares (WGX $5.23)
  • $5.23 Cap: $4.94B
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• Nebius Group N.V. (NBIS $100.82)
  • $100.82 Cap: $24B
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Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!

Upvote 15

Read Answer Asked by Kevin on January 10, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
  • $182.22 P/E (TTM): 28.39X Cap: $2.16B
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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

• Meta Platforms Inc. (META $525.72)
  • $525.72 P/E (TTM): 25.72X Cap: $1.32T
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• TELUS Corporation (T $17.73)
  • $17.73 P/E (TTM): 25.14X Cap: $27.67B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: TIXT continues to drop (today down around 10%) with no news that I can find. Are you aware of any reason for the significant drop? Also, what is your take on how the senior executive team at Telus could have got this so wrong?

Upvote 3

Read Answer Asked by ALAN on January 10, 2025

• InMode Ltd. (INMD $13.40)
  • $13.40 Cap: $849M
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Q: Today INMD released another negative update for their upcoming earning release. Rev's dropped again, and they've lowered guidance again. They say due to stronger than expected head winds, again. I know the margins are strong, and they have a ton of cash, but the business keeps declining. Would you consider this one a hold to see if they turn things around or is it time to exit? Thx

Upvote 2

Read Answer Asked by Adam on January 10, 2025

• Zedcor Inc. (ZDC $4.64)
  • $4.64 P/E (TTM): 364.29X Cap: $489M
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• Vitalhub Corp. (VHI $6.95)
  • $6.95 P/E (TTM): 137.25X Cap: $439M
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• VerticalScope Holdings Inc. Subordinate Voting Shares (FORA $2.87)
  • $2.87 Cap: $63M
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• D2L Inc. Subordinate Voting Shares (DTOL $7.40)
  • $7.40 P/E (TTM): 10.87X Cap: $404M
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Q: Hi again. This is the question I tried asking last night and kept receiving a note for a Server Error.
I added in my contribution to my TFSA yesterday. I was thinking of adding in.a new position in ZDC or topping up 2 of the other names. If you suggest adding to 2 of the above, what would your 2 top choices be and why?
Thanks David.

Upvote 8

Read Answer Asked by David on January 10, 2025

• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• Capstone Infrastructure Corporation cumulative five-year rate reset preferred shares series A (CSE.PR.A $20.50)
  • $20.50 Cap: $6.24B
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Q: Hi, I live in BC where the above companies were just awarded 3 wind projects each totaling about 550MW with 30 year electricity purchase agreements from BC Hydro. (First Nations will have at least 51% ownership of the projects.) Both companies pay a good dividend, but seem to have seen better days. I am just wondering whether you answer questions about companies this small and if so what do you think of their current state of affairs and prospects for the future?

Upvote 1

Read Answer Asked by Zara on January 10, 2025

• ADF Group Inc. Subordinate Voting Shares (DRX $9.11)
  • $9.11 P/E (TTM): 9.1X Cap: $260M
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Q: In the past when I've been down 35% on a stock it was easy to know why, ADF Group has me a little puzzled and am considering throwing in the towel. Thoughts please.

Upvote 9

Read Answer Asked by Charles on January 09, 2025

• Covalon Technologies Ltd. (COV $1.72)
  • $1.72 P/E (TTM): 58.33X Cap: $47M
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• BeWhere Holdings Inc. (BEW $0.79)
  • $0.79 P/E (TTM): 81.0X Cap: $70M
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• Happy Belly Food Group Inc. (HBFG $1.54)
  • $1.54 Cap: $201M
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Q: Can you give your updated opinion on COV.V after its run since your comments over 6 months ago? If you were wanting to take a microcap position in these stocks, what order would that be in? Thx

Upvote 4

Read Answer Asked by Adam on January 09, 2025

• Theratechnologies Inc. (TH $4.47)
  • $4.47 Cap: $205M
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Q: TH TSE $ 3.05 has been moving up. Do they have good drugs . Seems to be gaining attention RAK

Upvote 1

Read Answer Asked by bob on January 09, 2025

• Happy Belly Food Group Inc. (HBFG $1.54)
  • $1.54 Cap: $201M
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Q: Can you give your analysis of HBFG and if you see it as a good investment? If you can include whether the valuation is pricey after the big run up and any concerns with it being on the .CN exchange? Thx

Upvote 1

Read Answer Asked by Adam on January 09, 2025

• Everyday People Financial Corp. (EPF $0.45)
  • $0.45 Cap: $53M
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Q: What do you think about this company? They just announced their prepaid card programs and teaming up with Digital Commerce Bank. Is this company kind of similar to GoEasy, maybe even a take-over candidate?

Upvote 2

Read Answer Asked by Timothy on January 09, 2025

• Bird Construction Inc. (BDT $39.44)
  • $39.44 P/E (TTM): 20.95X Cap: $2.18B
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Q: I cant find any news, or reason for BDT to have dropped almost 25% in the last few months. Am I missing something, or do you still see $26.00 (Dec 18 answer to a question), as a good entry/add point?
thank you

Upvote 3

Read Answer Asked by Grant on January 08, 2025

• Mainstreet Equity Corp. (MEQ $175.16)
  • $175.16 P/E (TTM): 5.87X Cap: $1.63B
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Q: MEQ is down today by 4 % on high volume. Is there any news that might explain this loss. It has been a strong performer for many years

Upvote 3

Read Answer Asked by Lakis on January 08, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
  • $182.22 P/E (TTM): 28.39X Cap: $2.16B
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Q: Hps.a has pulled back to its 200 Day MA.Is this a good entry point?

Upvote 5

Read Answer Asked by Allen on January 08, 2025

Q: For the past while I've been hearing about an opportunity in small caps and how they are undervalued versus large caps. Typically I consider diversification between fixed income vs equity, and then diversifying by geography and then by sector. However, I'm curious on your thoughts on the proportion of an equity portfolio that is invested in small cap vs large caps?

Of course, understanding that you can't provide personal advice and it highly depends on an individuals timeframe and risk tolerance.

Upvote 11

Read Answer Asked by Chris on January 08, 2025

• Doman Building Materials Group Ltd. (DBM $9.60)
  • $9.60 P/E (TTM): 10.94X Cap: $842M
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Q: Any reason why DBM's SP drop almost 15% in the last month or so? Thanks.

Upvote 1

Read Answer Asked by Victor on January 08, 2025

• Gevo Inc. (GEVO $2.52)
  • $2.52 Cap: $582M
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Q: May i have updated analysis of this company please?

Upvote 1

Read Answer Asked by kenneth on January 08, 2025

• 5N Plus Inc. (VNP $33.05)
  • $33.05 P/E (TTM): 40.79X Cap: $2.94B
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Q: Happy New year Gang
What is your take on VNP

Thanks MIke B

Upvote 1

Read Answer Asked by Mike on January 08, 2025

• Ocumetics Technology Corp. (OTC $0.38)
  • $0.38 Cap: $51M
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Q: how is this company doing some interesting tech do they have any competition thank you

Upvote 1

Read Answer Asked by cindy on January 07, 2025

• Grey Wolf Animal Health Corp. (WOLF $1.45)
  • $1.45 P/E (TTM): 43.67X Cap: $49M
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Q: Hi Peter, Can I get your opinion on Grey Wolf's latest acquisition and your thoughts on the company, the stock and its valuation. Also is it a buy at this level. Can you also comment on ROE and debt.

Thanks

Upvote 2

Read Answer Asked by Frank on January 07, 2025