Q: Missed the run up on this. What do you think is a decent entry point for a minimum 2-5 year hold?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Stantec Inc. (STN)
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North American Construction Group Ltd. (NOA)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
Q: Happy Easter.
Are HMM & HPS related ? Do you favor 1 over the other or would you put new $ 50/50 ? How (what tickers) would you split your infrastucture allotment overall ?
In addition to base metals etc, we have STN, AOS, PAVE, NUE, BN. Thank you.
Are HMM & HPS related ? Do you favor 1 over the other or would you put new $ 50/50 ? How (what tickers) would you split your infrastucture allotment overall ?
In addition to base metals etc, we have STN, AOS, PAVE, NUE, BN. Thank you.
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Celestica Inc. (CLS)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Vitalhub Corp. (VHI)
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Propel Holdings Inc. (PRL)
Q: Greetings 5i team,
What are your favorite Canadian small cap, growth stocks, in order of preference, right now.
Thank you
SP
What are your favorite Canadian small cap, growth stocks, in order of preference, right now.
Thank you
SP
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BRP Inc. Subordinate Voting Shares (DOO)
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goeasy Ltd. (GSY)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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WELL Health Technologies Corp. (WELL)
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Docebo Inc. (DCBO)
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Lumine Group Inc. (LMN)
Q: In a registered account I would like to do some money recycling and choose 2 to depart from and recycle back into the others. HPS.A with 4% weighting and GSY at 6%. WELL is (well below) purchase price and although I still believe in the company the others might do better with a 5 years horizon but maybe not, your take. Could you identify the 2 you would let go and where would you recycle money into with a 1-5 preference, 1 beeing where you would add the most and 5 you would put the least. Having said all of that the total portfolio is much bigger and the position size of all of the above except for HPS and GSY are in the 1-2% range.
Thank you
Thank you
Q: At what price would you be a buyer of HPS.A currently. It seems to be on a significant run up.
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goeasy Ltd. (GSY)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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WELL Health Technologies Corp. (WELL)
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Haivision Systems Inc. (HAI)
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Lumine Group Inc. (LMN)
Q: Can you provide your top 3 small cap picks with the most upside over the next 3-5 years.
Q: Your comments please on earnings. Thank you.
Q: Hi, Hammond Power stock has been on a tear, for all good reasons, as noted in numerous 5i comments. However, it seems that the valuation has also moved up to a forward PE of 21.5 up from 10.5 less than a year ago. The stock has historically been volatile after company's earning release. What could be the factors, in your assessment, which could cause a pullback in the stock ( If any ), post March 27 earnings ? And, if it does, would to consider it to be a buying opportunity and at what price level ?
Could you please also provide the street estimates.
Thank You
Could you please also provide the street estimates.
Thank You
Q: Hi Folks,
Looking to add one of AXON or HPS.A to my non-registered account. May I have your opinion as to which one would be the best to buy today.
Thanks
Looking to add one of AXON or HPS.A to my non-registered account. May I have your opinion as to which one would be the best to buy today.
Thanks
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Kinaxis Inc. (KXS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Axon Enterprise Inc. (AXON)
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Vertical Exploration Inc. (VERT)
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Lumine Group Inc. (LMN)
Q: Good Morning,
I hold KXS in my TFSA. My goal is to maximize growth in the account. Would you endorse a switch to one of the above names. Which would be your current two favourites in the group?
Thanks,
Janet
I hold KXS in my TFSA. My goal is to maximize growth in the account. Would you endorse a switch to one of the above names. Which would be your current two favourites in the group?
Thanks,
Janet
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Thomson Reuters Corporation (TRI)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Axon Enterprise Inc. (AXON)
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ADF Group Inc. Subordinate Voting Shares (DRX)
Q: Hi,
I have these in about equal weights and have to let one or two of these go. Can you please list them in order of selling first to last if you were in my shoes.
Thanks
I have these in about equal weights and have to let one or two of these go. Can you please list them in order of selling first to last if you were in my shoes.
Thanks
Q: What is HPS.A 2023 4Q revenue and earning estimates reporting on March 27?
Q: What is the business model with Hammond Power. Is this is green energy play and/or electrical green grid. What is the potential with the company in the next 10 years.
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Constellation Software Inc. (CSU)
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Thomson Reuters Corporation (TRI)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Lumine Group Inc. (LMN)
Q: I have enough funds to add a half position. Which of the following options would prefer today:
1)Top up LMN to 5%
2)Start a new position in CSU
3) Start a new position in TRI
4) Start a new position in TVK
5)Divide funds between LMN and HPS.A , bringing each up to around 4.4%
Looking for growth with moderate risk. Thank you.
1)Top up LMN to 5%
2)Start a new position in CSU
3) Start a new position in TRI
4) Start a new position in TVK
5)Divide funds between LMN and HPS.A , bringing each up to around 4.4%
Looking for growth with moderate risk. Thank you.
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NVIDIA Corporation (NVDA)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Advanced Micro Devices Inc. (AMD)
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Super Micro Computer Inc. (SMCI)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Lumine Group Inc. (LMN)
Q: I want to spend the next 14 months growing my TFSA to pay down my mortgage when it comes due in June 2025. I started this quest about 6 months ago with 20% of the funds, and I'm now about halfway there. I have funds in US for 6 positions, and Canadian for 3, and currently own the above stocks. I haven't yet made my TFSA contribution for 2024, so could add a position to either. Keeping in mind the remainder of my portfolio is well balanced (cash account and RRSP) and this is a 14-month growth mission, do you see anything I should sell, or can you recommend something I should buy?
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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BRP Inc. Subordinate Voting Shares (DOO)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Advanced Micro Devices Inc. (AMD)
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Axon Enterprise Inc. (AXON)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Lumine Group Inc. (LMN)
Q: I have listed a number of companies you like. Most of the companies named have done well (some very well).
Do you consider all these names a Buy at current levels? From the list what would be your 5 favorite stocks?
Thanks
Tim
Do you consider all these names a Buy at current levels? From the list what would be your 5 favorite stocks?
Thanks
Tim
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goeasy Ltd. (GSY)
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TerraVest Industries Inc. (TVK)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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TECSYS Inc. (TCS)
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Vitalhub Corp. (VHI)
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WELL Health Technologies Corp. (WELL)
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Converge Technology Solutions Corp. (CTS)
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Docebo Inc. (DCBO)
Q: WELL has required a lot of patience. I know you still like it, but is there another smallish cap you would select over it? I own TSU, LMN, SIS, and SYZ.
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Tantalus Systems Holding Inc. (GRID)
Q: Hi
Two questions
.1. Is there any chance of HPS.A being bought out?
2. Jason Donville mentioned on BNN that he sold HPS.A, but owns GRID for the long
term. What is your thinking of this stock?
Thank you and have a nice week.
Mike
Two questions
.1. Is there any chance of HPS.A being bought out?
2. Jason Donville mentioned on BNN that he sold HPS.A, but owns GRID for the long
term. What is your thinking of this stock?
Thank you and have a nice week.
Mike
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Dollarama Inc. (DOL)
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WSP Global Inc. (WSP)
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Thomson Reuters Corporation (TRI)
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goeasy Ltd. (GSY)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: I’m looking to add a Canadian stock with great potential to compound over the next 5 years or more. I already own stocks such as TFII, ATD, BN and CSU. Which do you think has is the best opportunity to start a new position along GSY, DOL or TRI? Or maybe WSP? Please rank and/is there another I should maybe consider?
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United Rentals Inc. (URI)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Axon Enterprise Inc. (AXON)
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Thomson Reuters Corp (TRI)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Vertiv Holdings LLC Class A (VRT)
Q: Time to do some spring cleaning. Can you please rank the above industrials to purchase/hold? Thank you