Investment Q&A

• Celestica Inc. (CLS $414.70)
  • $414.70 P/E (TTM): 50.14X Cap: $47.70B
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• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
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• WELL Health Technologies Corp. (WELL $4.05)
  • $4.05 Cap: $1.02B
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• Vertiv Holdings LLC Class A (VRT $175.61)
  • $175.61 P/E (TTM): 66.27X Cap: $67.14B
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• Cellebrite DI Ltd. (CLBT $17.84)
  • $17.84 Cap: $4.27B
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• Nebius Group N.V. (NBIS $89.95)
  • $89.95 Cap: $21.41B
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Q: Hi,
Can you suggest 5-10 stocks with high growth potential for a holding period of 5+ years.

Thanks

Upvote 32

Read Answer Asked by HARRY on December 09, 2024

• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
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• Comfort Systems USA Inc. (FIX $1,003.64)
  • $1,003.64 P/E (TTM): 42.51X Cap: $35.40B
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• Badger Meter Inc. (BMI $176.39)
  • $176.39 P/E (TTM): 37.53X Cap: $5.13B
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• Heico Corporation (HEI $329.31)
  • $329.31 P/E (TTM): 71.9X Cap: $45.89B
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• Topicus.com Inc. (TOI $125.05)
  • $125.05 P/E (TTM): 1048.32X Cap: $10.41B
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• Lumine Group Inc. (LMN $27.00)
  • $27.00 P/E (TTM): 103.61X Cap: $6.92B
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Q: Just read Peters comments in the Post. Pls name 3 junior to mid sized compounders in the U.S. & 3 in Canada you like best. Tks wib

Upvote 23

Read Answer Asked by WIB on December 04, 2024

• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $162.50)
  • $162.50 P/E (TTM): 24.04X Cap: $1.93B
  • View HPS.A Profile
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• iShares Core S&P Mid-Cap ETF (IJH $66.91)
  • $66.91 P/E (TTM): 19.87X Cap: $103.47B
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• WELL Health Technologies Corp. (WELL $4.05)
  • $4.05 Cap: $1.02B
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• Construction Partners Inc. (ROAD $112.16)
  • $112.16 P/E (TTM): 61.63X Cap: $6.34B
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• BMO S&P US Mid Cap Index ETF (ZMID $49.25)
  • $49.25 P/E (TTM): 20.43X Cap: $284M
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• Shift4 Payments Inc. Class A (FOUR $62.68)
  • $62.68 P/E (TTM): 29.43X Cap: $5.55B
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• Cellebrite DI Ltd. (CLBT $17.84)
  • $17.84 Cap: $4.27B
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Q: Can you please provide a list of top 5 mid/small cap names ( US and CDN) to purchase now?

Also top mid/small cap ETFs in US and Canada?

Thank You.

Upvote 34

Read Answer Asked by Anna on December 03, 2024

• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
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• Enbridge Inc (ENB $48.12)
  • $48.12 P/E (TTM): 25.26X Cap: $104.86B
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• Suncor Energy Inc. (SU $45.59)
  • $45.59 P/E (TTM): 14.63X Cap: $54.73B
  • View SU Profile
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Q: Will my portfolio be better balanced with White Cap Resource (WCP)wcp) than Cardinal Energy(CJ) as coverage of the energy sector.

Upvote 4

Read Answer Asked by Yves on December 02, 2024

• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
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Q: When does TVK report their results and what is expected? The stock has run up quite a lot already this year and while most of the business growth comes from M&A (minimal organic growth) is there still room to strengthen a position or should is it better to wait for a pull back?

Upvote 15

Read Answer Asked by Cathy on November 29, 2024

• goeasy Ltd. (GSY $131.46)
  • $131.46 P/E (TTM): 9.57X Cap: $2.11B
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• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
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• Kraken Robotics Inc. (PNG $6.79)
  • $6.79 P/E (TTM): 113.17X Cap: $2.08B
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• Vitalhub Corp. (VHI $9.54)
  • $9.54 P/E (TTM): 187.06X Cap: $602M
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• WELL Health Technologies Corp. (WELL $4.05)
  • $4.05 Cap: $1.02B
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• MDA Space Ltd. (MDA $27.63)
  • $27.63 P/E (TTM): 32.51X Cap: $3.48B
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• Propel Holdings Inc. (PRL $24.44)
  • $24.44 P/E (TTM): 11.35X Cap: $961M
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Q: There was a recent very good Q&A asked by Dan that I can no longer find. He had requested a list of (7) quality companies in the $5B market cap range. I recall WELL, GSY and TVK as part of that group....can't remember the others.

I was hoping that you could find that list and rank them by:

- current valuation

- management quality (if known)

- growth potential

- balance sheet quality

Upvote 53

Read Answer Asked by James on November 29, 2024

• Intuitive Surgical Inc. (ISRG $561.98)
  • $561.98 P/E (TTM): 74.24X Cap: $199.21B
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• Microsoft Corporation (MSFT $472.94)
  • $472.94 P/E (TTM): 33.64X Cap: $3.51T
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• NVIDIA Corporation (NVDA $188.85)
  • $188.85 P/E (TTM): 46.86X Cap: $4.58T
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• Booking Holdings Inc. (BKNG $5,323.20)
  • $5,323.20 P/E (TTM): 34.68X Cap: $171.58B
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• Johnson & Johnson (JNJ $207.35)
  • $207.35 P/E (TTM): 20.01X Cap: $499.56B
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• Quanta Services Inc. (PWR $439.68)
  • $439.68 P/E (TTM): 65.14X Cap: $65.56B
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• Canadian Natural Resources Limited (CNQ $47.12)
  • $47.12 P/E (TTM): 14.86X Cap: $98.15B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,605.84)
  • $2,605.84 P/E (TTM): 8.82X Cap: $55.57B
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• Constellation Software Inc. (CSU $3,239.07)
  • $3,239.07 P/E (TTM): 75.16X Cap: $68.64B
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• Dollarama Inc. (DOL $206.17)
  • $206.17 P/E (TTM): 43.77X Cap: $56.44B
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• Cameco Corporation (CCO $135.36)
  • $135.36 P/E (TTM): 111.87X Cap: $58.93B
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• Capital Power Corporation (CPX $60.26)
  • $60.26 P/E (TTM): 21.07X Cap: $9.37B
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• Celestica Inc. (CLS $414.70)
  • $414.70 P/E (TTM): 50.14X Cap: $47.70B
  • View CLS Profile
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• Descartes Systems Group Inc. (The) (DSG $116.96)
  • $116.96 P/E (TTM): 50.46X Cap: $10.05B
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• BMO MSCI USA High Quality Index ETF (ZUQ $97.49)
  • $97.49 P/E (TTM): 24.94X Cap: $1.22B
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• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $162.50)
  • $162.50 P/E (TTM): 24.04X Cap: $1.93B
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• Axon Enterprise Inc. (AXON $563.45)
  • $563.45 P/E (TTM): 178.65X Cap: $44.46B
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• Bank of Nova Scotia (The) (BNS $74.53)
  • $74.53 P/E (TTM): 25.16X Cap: $92.52B
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• Vertiv Holdings LLC Class A (VRT $175.61)
  • $175.61 P/E (TTM): 66.27X Cap: $67.14B
  • View VRT Profile
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• Cellebrite DI Ltd. (CLBT $17.84)
  • $17.84 Cap: $4.27B
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• Propel Holdings Inc. (PRL $24.44)
  • $24.44 P/E (TTM): 11.35X Cap: $961M
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Q: 1) My 20 ry old son wants to invest his money and seems to have high risk tolerance.. I'm generally more confident in the US mkt rather than the CDN. Is he better off...
a) transferring his CN money into US and taking the 24% hit and selling in 10 years the exchange rate might be...?
b) buying US stocks in their CDN version which is usually hedged?
c) or buying a US stock in a CDN acct and losing the exchange fee when buying and selling?

2) Can you pick 6 stocks that you think should do well for the next 5 years?

Upvote 21

Read Answer Asked by Graeme on November 25, 2024

• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
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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

• Booking Holdings Inc. (BKNG $5,323.20)
  • $5,323.20 P/E (TTM): 34.68X Cap: $171.58B
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• Canadian National Railway Company (CNR $137.78)
  • $137.78 P/E (TTM): 18.69X Cap: $84.80B
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• Canadian Pacific Kansas City Limited (CP $102.32)
  • $102.32 P/E (TTM): 22.24X Cap: $92.17B
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• Constellation Software Inc. (CSU $3,239.07)
  • $3,239.07 P/E (TTM): 75.16X Cap: $68.64B
  • View CSU Profile
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• Restaurant Brands International Inc. (QSR $93.14)
  • $93.14 P/E (TTM): 24.22X Cap: $42.29B
  • View QSR Profile
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• Celestica Inc. (CLS $414.70)
  • $414.70 P/E (TTM): 50.14X Cap: $47.70B
  • View CLS Profile
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• Alimentation Couche-Tard Inc. (ATD $75.55)
  • $75.55 P/E (TTM): 20.03X Cap: $69.94B
  • View ATD Profile
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• Premium Brands Holdings Corporation (PBH $102.45)
  • $102.45 P/E (TTM): 69.69X Cap: $4.57B
  • View PBH Profile
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• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
  • View TVK Profile
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $162.50)
  • $162.50 P/E (TTM): 24.04X Cap: $1.93B
  • View HPS.A Profile
  • View Questions on HPS.A
• Ulta Beauty Inc. (ULTA $620.04)
  • $620.04 P/E (TTM): 23.8X Cap: $27.50B
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• Vitalhub Corp. (VHI $9.54)
  • $9.54 P/E (TTM): 187.06X Cap: $602M
  • View VHI Profile
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• Construction Partners Inc. (ROAD $112.16)
  • $112.16 P/E (TTM): 61.63X Cap: $6.34B
  • View ROAD Profile
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• LendingTree Inc. (TREE $51.50)
  • $51.50 P/E (TTM): 50.49X Cap: $704M
  • View TREE Profile
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• Uber Technologies Inc. (UBER $82.86)
  • $82.86 P/E (TTM): 10.65X Cap: $172.16B
  • View UBER Profile
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• Vertiv Holdings LLC Class A (VRT $175.61)
  • $175.61 P/E (TTM): 66.27X Cap: $67.14B
  • View VRT Profile
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• Airbnb Inc. (ABNB $133.01)
  • $133.01 P/E (TTM): 31.74X Cap: $81.87B
  • View ABNB Profile
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• Cellebrite DI Ltd. (CLBT $17.84)
  • $17.84 Cap: $4.27B
  • View CLBT Profile
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• AppFolio Inc. (APPF $230.37)
  • $230.37 P/E (TTM): 41.36X Cap: $8.27B
  • View APPF Profile
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• UFP Technologies Inc. (UFPT $223.40)
  • $223.40 P/E (TTM): 25.95X Cap: $1.81B
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Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks

Upvote 54

Read Answer Asked by Ben on November 20, 2024

• Constellation Software Inc. (CSU $3,239.07)
  • $3,239.07 P/E (TTM): 75.16X Cap: $68.64B
  • View CSU Profile
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• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
  • View TVK Profile
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  • View Reports on TVK
• EQB Inc. (EQB $104.36)
  • $104.36 P/E (TTM): 15.74X Cap: $3.92B
  • View EQB Profile
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Q: At what price would you initiate a full position in the following? Thanks!

Upvote 16

Read Answer Asked by Blake on November 20, 2024

• Constellation Software Inc. (CSU $3,239.07)
  • $3,239.07 P/E (TTM): 75.16X Cap: $68.64B
  • View CSU Profile
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• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Propel Holdings Inc. (PRL $24.44)
  • $24.44 P/E (TTM): 11.35X Cap: $961M
  • View PRL Profile
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Q: It was so nice to see Peter on Marketcall today. It’s been long overdue :)
His top picks included three US listed equities… If he had to pick three CAD Listed equities as his top picks on BNN, What would they be?

Upvote 42

Read Answer Asked by Tina on November 20, 2024

• Celestica Inc. (CLS $414.70)
  • $414.70 P/E (TTM): 50.14X Cap: $47.70B
  • View CLS Profile
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• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• EQB Inc. (EQB $104.36)
  • $104.36 P/E (TTM): 15.74X Cap: $3.92B
  • View EQB Profile
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  • View Reports on EQB
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $162.50)
  • $162.50 P/E (TTM): 24.04X Cap: $1.93B
  • View HPS.A Profile
  • View Questions on HPS.A
• Propel Holdings Inc. (PRL $24.44)
  • $24.44 P/E (TTM): 11.35X Cap: $961M
  • View PRL Profile
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  • 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

• ATS Corporation (ATS $38.31)
  • $38.31 Cap: $3.75B
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• Kinaxis Inc. (KXS $171.94)
  • $171.94 P/E (TTM): 103.6X Cap: $4.82B
  • View KXS Profile
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• goeasy Ltd. (GSY $131.46)
  • $131.46 P/E (TTM): 9.57X Cap: $2.11B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $162.50)
  • $162.50 P/E (TTM): 24.04X Cap: $1.93B
  • View HPS.A Profile
  • View Questions on HPS.A
• WELL Health Technologies Corp. (WELL $4.05)
  • $4.05 Cap: $1.02B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Crocs Inc. (CROX $86.95)
  • $86.95 P/E (TTM): 28.32X Cap: $4.51B
  • View CROX Profile
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• Docebo Inc. (DCBO $30.79)
  • $30.79 P/E (TTM): 29.93X Cap: $884M
  • View DCBO Profile
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• Topicus.com Inc. (TOI $125.05)
  • $125.05 P/E (TTM): 1048.32X Cap: $10.41B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Propel Holdings Inc. (PRL $24.44)
  • $24.44 P/E (TTM): 11.35X Cap: $961M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Lumine Group Inc. (LMN $27.00)
  • $27.00 P/E (TTM): 103.61X Cap: $6.92B
  • View LMN Profile
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Q: You have liked these small/mid cap names over past couple of years and most have done well, thank you.

Under current market conditions and entering a second Trump Term, what would be the order that you would buy these names? Is there any of these names you would not buy and move on from?

Thank You
Tim

Upvote 23

Read Answer Asked by Timothy on November 12, 2024

• Apple Inc. (AAPL $271.01)
  • $271.01 P/E (TTM): 36.33X Cap: $4T
  • View AAPL Profile
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• BCE Inc. (BCE $32.50)
  • $32.50 P/E (TTM): 4.88X Cap: $30.30B
  • View BCE Profile
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• Toromont Industries Ltd. (TIH $167.81)
  • $167.81 P/E (TTM): 27.74X Cap: $13.65B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Surge Energy Inc. (SGY $7.00)
  • $7.00 P/E (TTM): 17.95X Cap: $692M
  • View SGY Profile
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• Alimentation Couche-Tard Inc. (ATD $75.55)
  • $75.55 P/E (TTM): 20.03X Cap: $69.94B
  • View ATD Profile
  • View Questions on ATD
• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $162.50)
  • $162.50 P/E (TTM): 24.04X Cap: $1.93B
  • View HPS.A Profile
  • View Questions on HPS.A
• ADF Group Inc. Subordinate Voting Shares (DRX $9.43)
  • $9.43 P/E (TTM): 9.43X Cap: $269M
  • View DRX Profile
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• Boyd Group Services Inc. (BYD $216.35)
  • $216.35 P/E (TTM): 213.16X Cap: $6.02B
  • View BYD Profile
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Q: Hello team,

I'm considering selling Apple at a large profit and deploying elsewhere.
I want to offset some gains with some losses.
Losers in order are:
DRX
SGY
BCE (small amount held in my non-reg)
Selling all is fine with me so I can balance out my Apple gains. What do you think about selling these names and what are a couple of your favourite US and CAD stock for new money?

Upvote 18

Read Answer Asked by James on November 08, 2024

• Apple Inc. (AAPL $271.01)
  • $271.01 P/E (TTM): 36.33X Cap: $4T
  • View AAPL Profile
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• Intuitive Surgical Inc. (ISRG $561.98)
  • $561.98 P/E (TTM): 74.24X Cap: $199.21B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $188.85)
  • $188.85 P/E (TTM): 46.86X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,323.20)
  • $5,323.20 P/E (TTM): 34.68X Cap: $171.58B
  • View BKNG Profile
  • View Questions on BKNG
• Toromont Industries Ltd. (TIH $167.81)
  • $167.81 P/E (TTM): 27.74X Cap: $13.65B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Alimentation Couche-Tard Inc. (ATD $75.55)
  • $75.55 P/E (TTM): 20.03X Cap: $69.94B
  • View ATD Profile
  • View Questions on ATD
• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Novo Nordisk A/S (NVO $52.39)
  • $52.39 P/E (TTM): 14.72X Cap: $363.68B
  • View NVO Profile
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• S&P Global Inc. (SPGI $512.66)
  • $512.66 P/E (TTM): 37.28X Cap: $155.23B
  • View SPGI Profile
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• MSCI Inc. (MSCI $565.25)
  • $565.25 P/E (TTM): 35.84X Cap: $42.47B
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• Boyd Group Services Inc. (BYD $216.35)
  • $216.35 P/E (TTM): 213.16X Cap: $6.02B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.09)
  • $64.09 P/E (TTM): 93.45X Cap: $143.90B
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Q: Hi. My wife and I are in the process of rebalancing our portfolio. We're in our 70s and our portfolio has treated us well. Unfortunately our winners have grown to create a portfolio that is now 70% tech and 30% cash.

We'd like to bring our Nvidia and Apple holdings from just over 20% for each to around 10 or 12%.

Where would you reinvest the proceeds of the sale outside of the tech sector?
What 5 top US companies and 5 Canadian companies would be your favourites and why?

Thanks
Frank

Upvote 20

Read Answer Asked by Frank on November 08, 2024

• Descartes Systems Group Inc. (The) (DSG $116.96)
  • $116.96 P/E (TTM): 50.46X Cap: $10.05B
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• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
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Q: Both these stocks are doing very well. TVK appears cheaper. Do you think this is a good time to buy and which one would you prefer today?

Upvote 8

Read Answer Asked by Ken on November 08, 2024

• WSP Global Inc. (WSP $250.08)
  • $250.08 P/E (TTM): 37.4X Cap: $32.66B
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• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
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Q: My overall Industrial weighting is fairly bang on with SIS, TFI, WSP, and a US industrial ETF.

I have been looking at TVK. Would it make sense to trim WSP at 4.59% of total portfolio down and add TVK?

WSP has been a great and I assume safer, but I can see trimming it down to 3% and adding TVK?

Thanks again.

Upvote 10

Read Answer Asked by Colin on November 08, 2024

• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
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Q: Hello

Any reason, why Terravest stock shot up 4.31%, Today to an All Time High of $106.23, in an otherwise quite market.

Thank You

Upvote 5

Read Answer Asked by rajeev on November 05, 2024

• Constellation Software Inc. (CSU $3,239.07)
  • $3,239.07 P/E (TTM): 75.16X Cap: $68.64B
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• TerraVest Industries Inc. (TVK $164.52)
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Q: Good morning! Which of these two compounders that you recommend would you buy today? And why? Thank you to your team.

Upvote 9

Read Answer Asked by Samantha on November 04, 2024

• TerraVest Industries Inc. (TVK $164.52)
  • $164.52 Cap: $3.56B
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• EQB Inc. (EQB $104.36)
  • $104.36 P/E (TTM): 15.74X Cap: $3.92B
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• Galaxy Digital Inc. Class A common stock (GLXY $34.02)
  • $34.02 Cap: $13.28B
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• Coinbase Global Inc (COIN $236.53)
  • $236.53 P/E (TTM): 20.47X Cap: $63.77B
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• Propel Holdings Inc. (PRL $24.44)
  • $24.44 P/E (TTM): 11.35X Cap: $961M
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• Bit Digital Inc. (BTBT $2.04)
  • $2.04 P/E (TTM): 9.27X Cap: $663M
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Q: Hi,

Currently managing my parents investments. Apparently they have gotten wind of Bitcoin. They have asked me to take a flyer on some. That being said, if one were to buy it, would you prefer Galaxy?

Secondly, for a retired person's investment strategy, who would like a little tourque in their account, what 3 names would you suggest from either the gorwth or balance portfolio, to add to their account. Note, currently they have the majority of their investments in income related securitiies.

Thx.

Upvote 19

Read Answer Asked by Kelly on October 31, 2024