Q: Do you know how much insider ownership is in VHI?
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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.
Q: Seems they paid more than normal for an acquisition, roughly 4 times sales with no ebitda. Please give your opinion.
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Celestica Inc. (CLS $220.38)
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TerraVest Industries Inc. (TVK $166.47)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.99)
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Vitalhub Corp. (VHI $12.45)
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EnerSys (ENS $87.62)
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Lumina Gold Corp. (LUM $1.26)
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DigitalOcean Holdings Inc. (DOCN $28.23)
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Cellebrite DI Ltd. (CLBT $14.59)
Q: Terravest, Celestica, Lumine, Vitalhub, Hammond power solutions and several other stocks have already been discovered by the market, with their share prices reflecting that momentum over time. In your opinion, could you name 2-3 stocks US and CAN that are still under the radar and have strong potential to surge once they're discovered by the broader market? Thank you for your excellent service and insightful guidance.
Q: For a 3 year investment which would 5i prefer along with a brief reasoning.
Thank you
Thank you
Q: Good morning ... I have some cash in my TFSA account that I'd like to get working for me.
Between Kneat, Vitalhub and Zedcor which do you see as the best investment for a minimum 5 year hold in terms of providing a combination of capital safety and upside potential.
Thanks, Rick
Between Kneat, Vitalhub and Zedcor which do you see as the best investment for a minimum 5 year hold in terms of providing a combination of capital safety and upside potential.
Thanks, Rick
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Intuitive Surgical Inc. (ISRG $512.06)
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Micron Technology Inc. (MU $124.53)
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Booking Holdings Inc. (BKNG $5,717.10)
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Tourmaline Oil Corp. (TOU $62.27)
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Celestica Inc. (CLS $220.38)
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Descartes Systems Group Inc. (The) (DSG $138.29)
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Kinaxis Inc. (KXS $195.99)
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Thomson Reuters Corporation (TRI $272.45)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
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TerraVest Industries Inc. (TVK $166.47)
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EQB Inc. (EQB $100.56)
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Aritzia Inc. Subordinate Voting Shares (ATZ $75.14)
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Kraken Robotics Inc. (PNG $3.49)
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Zedcor Inc. (ZDC $4.03)
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kneat.com inc. (KSI $6.03)
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Vitalhub Corp. (VHI $12.45)
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CRISPR Therapeutics AG (CRSP $56.80)
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Axon Enterprise Inc. (AXON $729.62)
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Twist Bioscience Corporation (TWST $38.03)
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Galaxy Digital Inc. Class A common stock (GLXY $28.25)
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Genius Sports Limited (GENI $10.26)
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Sportradar Group AG (SRAD $28.57)
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Propel Holdings Inc. (PRL $36.29)
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D2L Inc. Subordinate Voting Shares (DTOL $14.71)
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Nebius Group N.V. (NBIS $44.30)
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Nvidia CDR (CAD Hedged) (NVDA $37.92)
Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
Q: I own these two stocks and would like to sell one of them. Witch one would you sell and why ? Thanks.
Q: Could you please comment on the recent announcement that Vitalhub "filed and obtained a receipt for a preliminary short form base shelf prospectus with the securities regulatory authorities in the provinces of Alberta, British Columbia, and Ontario"?
What does that mean for shareholders? Do you view this as a positive or negative? How does this affect your sentiment towards the company and it's near term share price?
Thank you.
What does that mean for shareholders? Do you view this as a positive or negative? How does this affect your sentiment towards the company and it's near term share price?
Thank you.
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goeasy Ltd. (GSY $169.63)
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Enterprise Group Inc. (E $1.74)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.99)
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Zedcor Inc. (ZDC $4.03)
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Vitalhub Corp. (VHI $12.45)
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Galaxy Digital Inc. Class A common stock (GLXY $28.25)
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Cellebrite DI Ltd. (CLBT $14.59)
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Propel Holdings Inc. (PRL $36.29)
Q: I hold positions in all of these companies and I have some money to put into the market. Could you rate these in terms of which positions you would add to given the potential for total rate of returns given their current stock price, business model tailwinds, risk vs reward etc.
Conversely, if you would rate these as a hold then feel free to mention that as well. Thx.
Conversely, if you would rate these as a hold then feel free to mention that as well. Thx.
Q: Have a small position in VHI, nothing in PNG and MDA. If you were to rank these three based on risk/reward and growth potential, how would you rank them for buying currently and a quick reason why? Thanks!
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
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goeasy Ltd. (GSY $169.63)
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TerraVest Industries Inc. (TVK $166.47)
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Kraken Robotics Inc. (PNG $3.49)
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Vitalhub Corp. (VHI $12.45)
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WELL Health Technologies Corp. (WELL $4.67)
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Zoomd Technologies Ltd. (ZOMD $1.34)
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Propel Holdings Inc. (PRL $36.29)
Q: Of which listed names would you be most inclined to start a new position; for growth in TFSA accounts (granted some size difference)?
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Salesforce Inc. (CRM $258.07)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.99)
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ServiceNow Inc. (NOW $938.78)
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kneat.com inc. (KSI $6.03)
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Vitalhub Corp. (VHI $12.45)
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Construction Partners Inc. (ROAD $105.23)
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Synopsys Inc. (SNPS $559.28)
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Galaxy Digital Inc. Class A common stock (GLXY $28.25)
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Shift4 Payments Inc. Class A (FOUR $100.93)
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Genius Sports Limited (GENI $10.26)
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Cellebrite DI Ltd. (CLBT $14.59)
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Sportradar Group AG (SRAD $28.57)
Q: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
Q: It seems from the latest trends of questions that you are starting to favor VHI more and more as a small cap stock.
How would you rate it for future growth and versus other software M&A plays such as TOI, LMN etc?
Thx as always. I have this stock and like it very much so always happy to see others feel similarly.
How would you rate it for future growth and versus other software M&A plays such as TOI, LMN etc?
Thx as always. I have this stock and like it very much so always happy to see others feel similarly.
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Chartwell Retirement Residences (CSH.UN $18.36)
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Extendicare Inc. (EXE $13.22)
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Sienna Senior Living Inc. (SIA $18.80)
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $62.92)
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Vitalhub Corp. (VHI $12.45)
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WELL Health Technologies Corp. (WELL $4.67)
Q: Hi Peter and 5i Team,
Can a case be made to own both EXE and SIA in a RRIF? If only one could be owned, which one would you keep, and why?
Other holdings in the Healthcare Sector (across other accounts) include WELL, VHI, and XHC. CSH is also owned, but it’s in the Real Estate Sector.
As always, thanks for your valuable insight.
Can a case be made to own both EXE and SIA in a RRIF? If only one could be owned, which one would you keep, and why?
Other holdings in the Healthcare Sector (across other accounts) include WELL, VHI, and XHC. CSH is also owned, but it’s in the Real Estate Sector.
As always, thanks for your valuable insight.
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Canadian Natural Resources Limited (CNQ $43.91)
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Peyto Exploration & Development Corp. (PEY $19.25)
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Celestica Inc. (CLS $220.38)
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Magna International Inc. (MG $57.45)
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goeasy Ltd. (GSY $169.63)
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Vitalhub Corp. (VHI $12.45)
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Construction Partners Inc. (ROAD $105.23)
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Cellebrite DI Ltd. (CLBT $14.59)
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Propel Holdings Inc. (PRL $36.29)
Q: I'm writing to follow up on your response to Josh's questions regarding beaten-down Canadian stocks.
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
Q: Hi Peter,
Are there overlaps in the services provided by VHI and KSI? Based on their balance sheets and projected future sales growth and revenue growth, which is the better company to buy and hold for 3-5 years hold? What will be a good entry price? Thanks.
Are there overlaps in the services provided by VHI and KSI? Based on their balance sheets and projected future sales growth and revenue growth, which is the better company to buy and hold for 3-5 years hold? What will be a good entry price? Thanks.
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Eli Lilly and Company (LLY $793.01)
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Vitalhub Corp. (VHI $12.45)
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WELL Health Technologies Corp. (WELL $4.67)
Q: Good Morning,
Do you have more confidence in VHI or WELL for a three-year hold? If purchasing today, in what order would your preference be, including LLY? Thank you.
Do you have more confidence in VHI or WELL for a three-year hold? If purchasing today, in what order would your preference be, including LLY? Thank you.
Q: Could you comment on VHI's Q1 earnings? At first glance, they seemed to be pretty solid, however, after initially rising, the SP fell nearly 7% on Friday. Seems like an overreaction (which is common in these markets) but as always, would appreciate your analysis.
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NexGen Energy Ltd. (NXE $9.06)
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Alphabet Inc. (GOOG $181.31)
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NVIDIA Corporation (NVDA $164.92)
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Sea Limited American Depositary Shares each representing one Class A (SE $148.26)
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Celestica Inc. (CLS $220.38)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
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goeasy Ltd. (GSY $169.63)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.99)
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Vitalhub Corp. (VHI $12.45)
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Topicus.com Inc. (TOI $178.45)
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Propel Holdings Inc. (PRL $36.29)
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Lumine Group Inc. (LMN $51.88)
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Nebius Group N.V. (NBIS $44.30)
Q: Good Morning,
For a three year hold and potential share price appreciation through growth, in which order might you prefer to purchase the following stocks today: Nvidia, Goog, Nebius, Lumine, Topicus, Vitalhub, SE, Shop, Celestica, Propel, Goeasy, Nexgen, Hammond Power. Thank you. Brad
For a three year hold and potential share price appreciation through growth, in which order might you prefer to purchase the following stocks today: Nvidia, Goog, Nebius, Lumine, Topicus, Vitalhub, SE, Shop, Celestica, Propel, Goeasy, Nexgen, Hammond Power. Thank you. Brad
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Enterprise Group Inc. (E $1.74)
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Zedcor Inc. (ZDC $4.03)
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Vitalhub Corp. (VHI $12.45)
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Axon Enterprise Inc. (AXON $729.62)
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Cellebrite DI Ltd. (CLBT $14.59)
Q: Could you please rank these 5 stocks in terms of growth prospects and business model / sector strengths?
I have a 2yr to 3yr timeframe for these portions of my portfolio. Thx.
I have a 2yr to 3yr timeframe for these portions of my portfolio. Thx.