Q: If just one to be owned,which would you prefer for a 3 year hold.Thanks.
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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: I own both of these and they are now about 12% of my account. Given the uncertainty of the rate cap rumors I am thinking it might be a good time to reduce this to 5-6%. Trim both or sell one? Which one is the most likely sell candidate?
Thanks folks
Thanks folks
Q: Looking at the chart of Propel. Since June 2024 consistent new monthly highs (of course with profit taking pull backs). But since the early November highs, the trend has changed, lower highs etc. this looks like a topping pattern to me. (I would say if it cannot break 40 very soon it is time to get out). While, of course, there can be many reasons for investors losing interest in a stock, the timing of the apparent reversal with the U.S. election seems too coincidental. May I ask as to whether 5i is aware of anything in the Propel business model which could be negatively affected by the Trump election? I am thinking maybe tariffs and their effect on interest rates etc.
Thanks as always
Neil
Thanks as always
Neil
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $113.02)
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Construction Partners Inc. (ROAD $125.20)
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SPS Commerce Inc. (SPSC $105.53)
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Galaxy Digital Inc. Class A common stock (GLXY $41.14)
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Docebo Inc. (DCBO $41.85)
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Shift4 Payments Inc. Class A (FOUR $87.40)
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Cellebrite DI Ltd. (CLBT $16.80)
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Propel Holdings Inc. (PRL $31.80)
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Lumine Group Inc. (LMN $45.56)
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Skyward Specialty Insurance Group Inc. (SKWD $46.07)
Q: There seems to be a consistent view by 5i and others that Small and Mid Cap stocks have started to lead the market and will continue to do so over the next 2 to 3 years.
What are your current top 5 Small/Mid cap US and Cdn stocks? Could you also add what you think are good entry points?
Thank you;
Tim
What are your current top 5 Small/Mid cap US and Cdn stocks? Could you also add what you think are good entry points?
Thank you;
Tim
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goeasy Ltd. (GSY $207.45)
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TerraVest Industries Inc. (TVK $137.61)
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Kraken Robotics Inc. (PNG $4.18)
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Vitalhub Corp. (VHI $11.09)
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WELL Health Technologies Corp. (WELL $4.70)
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MDA Space Ltd. (MDA $30.80)
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Propel Holdings Inc. (PRL $31.80)
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
I was hoping that you could find that list and rank them by:
- current valuation
- management quality (if known)
- growth potential
- balance sheet quality
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Intuitive Surgical Inc. (ISRG $449.68)
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AeroVironment Inc. (AVAV $243.00)
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Crocs Inc. (CROX $77.43)
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Aspen Aerogels Inc. (ASPN $6.59)
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Galaxy Digital Inc. Class A common stock (GLXY $41.14)
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IES Holdings Inc. (IESC $377.53)
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Parsons Corporation (PSN $76.62)
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Vertiv Holdings LLC Class A (VRT $134.84)
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Shift4 Payments Inc. Class A (FOUR $87.40)
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Cellebrite DI Ltd. (CLBT $16.80)
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Propel Holdings Inc. (PRL $31.80)
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TransMedics Group Inc. (TMDX $114.57)
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Nebius Group N.V. (NBIS $90.41)
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UFP Technologies Inc. (UFPT $199.32)
Q: Hello Team,
My TFSA is currently not getting the returns I'm hoping for, can you please rank the above companies to purchase today in a TFSA account.
Also if you feel strongly about any other high growth stocks I'm missing pls include 2 or 3 additional ideas.
Thanks!
My TFSA is currently not getting the returns I'm hoping for, can you please rank the above companies to purchase today in a TFSA account.
Also if you feel strongly about any other high growth stocks I'm missing pls include 2 or 3 additional ideas.
Thanks!
Q: Hello 5i team
Last week on BNN, Peter showed a little concern for PRL if Trump sets the maximum interest rate at 10%. What would be the consequences for the company if this actually happened?
Thanks
Last week on BNN, Peter showed a little concern for PRL if Trump sets the maximum interest rate at 10%. What would be the consequences for the company if this actually happened?
Thanks
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Enbridge Inc. (ENB $67.98)
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Celestica Inc. (CLS $334.53)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $113.02)
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ADF Group Inc. Subordinate Voting Shares (DRX $8.26)
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Propel Holdings Inc. (PRL $31.80)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
Q: Regarding potential Trump tarrifs, do they apply to services also or only goods?
Do you see any of the companies (DRX, CLS, BN, PRL, Hps.a, ENB, Shop,.... ) affected by this?
I have gains on most of them. Would you sell right away and buy later,.depending on market outcomes?
Would you have a different strategy for stocks that I plan to sell in 1 year vs 5+ years?
Do you see any of the companies (DRX, CLS, BN, PRL, Hps.a, ENB, Shop,.... ) affected by this?
I have gains on most of them. Would you sell right away and buy later,.depending on market outcomes?
Would you have a different strategy for stocks that I plan to sell in 1 year vs 5+ years?
Q: Last week on BNN I thought Peter mentioned that PRL probably would revert to the lower $30's per share before resuming it's increase in share value. Is this a general thought among the 5iR staff?
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Intuitive Surgical Inc. (ISRG $449.68)
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Microsoft Corporation (MSFT $509.90)
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NVIDIA Corporation (NVDA $177.82)
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Booking Holdings Inc. (BKNG $5,458.32)
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Johnson & Johnson (JNJ $178.06)
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Quanta Services Inc. (PWR $382.53)
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Canadian Natural Resources Limited (CNQ $43.21)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,440.84)
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Constellation Software Inc. (CSU $4,392.79)
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Dollarama Inc. (DOL $188.77)
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Cameco Corporation (CCO $108.14)
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Capital Power Corporation (CPX $59.73)
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Celestica Inc. (CLS $334.53)
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Descartes Systems Group Inc. (The) (DSG $144.53)
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BMO MSCI USA High Quality Index ETF (ZUQ $92.81)
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TerraVest Industries Inc. (TVK $137.61)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $113.02)
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Axon Enterprise Inc. (AXON $756.13)
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Bank of Nova Scotia (The) (BNS $63.38)
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Vertiv Holdings LLC Class A (VRT $134.84)
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Cellebrite DI Ltd. (CLBT $16.80)
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Propel Holdings Inc. (PRL $31.80)
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?
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?
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Toronto-Dominion Bank (The) (TD $106.32)
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Constellation Software Inc. (CSU $4,392.79)
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Wheaton Precious Metals Corp. (WPM $147.63)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
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Hydro One Limited (H $49.28)
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EQB Inc. (EQB $91.23)
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Galaxy Digital Inc. Class A common stock (GLXY $41.14)
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Propel Holdings Inc. (PRL $31.80)
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A & W Food Services of Canada Inc. (AW $38.15)
Q: Good morning, I have some new cash to invest in all of my accounts. Could you give me the three stocks that you would add to first in all three of your portfolios?
Thanks, Rod
Thanks, Rod
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $113.02)
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Propel Holdings Inc. (PRL $31.80)
Q: Based on growth potential only, would you prefer HPS.A or PRL?
Thanks for your service!
Thanks for your service!
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Intact Financial Corporation (IFC $277.97)
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goeasy Ltd. (GSY $207.45)
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EQB Inc. (EQB $91.23)
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Propel Holdings Inc. (PRL $31.80)
Q: Hi guys,
I'm thinking about selling a full position in Gsy (up over 200%, thanks) and topping up Prl, Ifc and Eqb into full positions. Thoughts?
Take care
Jim
I'm thinking about selling a full position in Gsy (up over 200%, thanks) and topping up Prl, Ifc and Eqb into full positions. Thoughts?
Take care
Jim
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Constellation Software Inc. (CSU $4,392.79)
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TerraVest Industries Inc. (TVK $137.61)
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Propel Holdings Inc. (PRL $31.80)
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?
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?
Q: Expected EPS for 2024, 2025 & 2026.
Thanks
Thanks
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Celestica Inc. (CLS $334.53)
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TerraVest Industries Inc. (TVK $137.61)
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EQB Inc. (EQB $91.23)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $113.02)
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Propel Holdings Inc. (PRL $31.80)
Q: Could I have your top 5 small to mid cap growth stocks. Please rank them. Thanks Steve
Q: Wondering at what might be a good point to average up? PRL and VHI in my TFSA up about 40%, PRL in my margin account up 100%. Trying to balance FOMO with being too greedy.
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Kraken Robotics Inc. (PNG $4.18)
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Galaxy Digital Inc. Class A common stock (GLXY $41.14)
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Propel Holdings Inc. (PRL $31.80)
Q: Given our best guesses of what Trump 2.0 is likely to mean….three best Canadian small cap ideas please.
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NVIDIA Corporation (NVDA $177.82)
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Celestica Inc. (CLS $334.53)
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Axon Enterprise Inc. (AXON $756.13)
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Propel Holdings Inc. (PRL $31.80)
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Lumine Group Inc. (LMN $45.56)
Q: To this point in time LMN has been a solid performer in my TFSA. Recent results and some of your comments have "cooled" my expectations going forward.
Do you have 2 CDN and 2 US stocks for a TFSA 3 year plus hold that you feel will substantially outperform LMN.
Thanjs,
Terry
Do you have 2 CDN and 2 US stocks for a TFSA 3 year plus hold that you feel will substantially outperform LMN.
Thanjs,
Terry
Q: Just speculating on the possibility that propel could be bought out by one of the major banks in Canada-I don’t believe they offer a similar type of business and this seems like way to diversify a little