Investment Q&A

• Freehold Royalties Ltd. (FRU $13.02)
  • $13.02 P/E (TTM): 13.47X Cap: $2.18B
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Q: Hi, 5i
What is your opinion of the latest earnings? Would you buy this company here? Thank you. Cheers

Upvote 2

Read Answer Asked by Hans on August 01, 2025

• Microsoft Corporation (MSFT $523.10)
  • $523.10 P/E (TTM): 41.26X Cap: $3.96T
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Q: Hello,

May I have your take on Microsoft's earnings please?

It's price action has clearly been very strong. Do you feel that job cuts and big spending plans on AI are the main drivers here, or is there more to it?

Thank you!

Upvote 5

Read Answer Asked by Sandra on August 01, 2025

• Coinbase Global Inc (COIN $311.06)
  • $311.06 P/E (TTM): 70.82X Cap: $96.21B
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• Robinhood Markets Inc. (HOOD $99.57)
  • $99.57 P/E (TTM): 58.89X Cap: $90.93B
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Q: Hello Everyone,

If no one has asked already, may I please have your assessment of Robinhood earnings & Coinbase earnings please.

Thank you.

Upvote 1

Read Answer Asked by Sandra on August 01, 2025

• Coinbase Global Inc (COIN $311.06)
  • $311.06 P/E (TTM): 70.82X Cap: $96.21B
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Q: Can I have your take on earnings and longer term outlook? Thank-you.

Upvote 1

Read Answer Asked by Alex on August 01, 2025

• Apple Inc. (AAPL $202.38)
  • $202.38 P/E (TTM): 32.33X Cap: $3.10T
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• Amazon.com Inc. (AMZN $213.19)
  • $213.19 P/E (TTM): 38.13X Cap: $2.48T
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Q: Hello Everyone,

What did you think of Apple and Amazon's earnings, along with their outlook?

Thank you!

Upvote 1

Read Answer Asked by Sandra on August 01, 2025

• Topicus.com Inc. (TOI $187.83)
  • $187.83 P/E (TTM): 98.72X Cap: $24.66B
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Q: What does the market expect from TOI tomorrow?

Thx

Upvote 3

Read Answer Asked by blake on July 31, 2025

• Agnico Eagle Mines Limited (AEM $171.79)
  • $171.79 P/E (TTM): 26.72X Cap: $86.47B
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Q: What's expected this Q? Can I ask in advance for your take on the numbers right after AEM reports? Thx

Upvote 2

Read Answer Asked by Tom on July 31, 2025

• Surge Energy Inc. (SGY $7.30)
  • $7.30 Cap: $733M
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Q: Your thoughts please on the latest quarter? Markets seem to like it and would you be a buyer?

Thx

Upvote 1

Read Answer Asked by blake on July 31, 2025

• Trane Technologies plc (TT $435.00)
  • $435.00 P/E (TTM): 36.48X Cap: $97.47B
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Q: Can I please your opinion on earnings? They seemed ok and the company upped guidance, so I was a bit confused why it went down 9% today.

Upvote 1

Read Answer Asked by Mike on July 31, 2025

• Intact Financial Corporation (IFC $281.97)
  • $281.97 P/E (TTM): 23.15X Cap: $51.08B
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Q: Looking for your thoughts on the earnings and why the 6+% drop. I went through the news release and only issue I see was with UK and US results. Is that enough to move the stock that much in a day? The CEO seemed quite positive on the results and future prospects. Seems to have been trending down over the past month after hitting all time highs. Would you consider this current price a buying opportunity? Thanks for this great service.

Upvote 2

Read Answer Asked by Anthony on July 31, 2025

• Canadian Pacific Kansas City Limited (CP $100.70)
  • $100.70 P/E (TTM): 24.67X Cap: $95.08B
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• Intact Financial Corporation (IFC $281.97)
  • $281.97 P/E (TTM): 23.15X Cap: $51.08B
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• Kinross Gold Corporation (K $22.18)
  • $22.18 P/E (TTM): 16.52X Cap: $27.19B
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Q: Peter and Team, for these 3 positions, what are your opinions of the earnings vs expectations, and the guidance released today ? In particular the IFC report seemed good though the reaction was negative. Thank you.

Upvote 2

Read Answer Asked by Paul on July 31, 2025

• Booking Holdings Inc. (BKNG $5,351.65)
  • $5,351.65 P/E (TTM): 34.32X Cap: $178.38B
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Q: Hi 5i, may I have your opinion on their results and fwd guidance. This company has been on my radar, and was wondering about its valuation. I like expensive stocks provided they aren't too expensive relative to growth. Thx.

Upvote 4

Read Answer Asked by Christopher on July 30, 2025

• Toromont Industries Ltd. (TIH $139.94)
  • $139.94 P/E (TTM): 23.73X Cap: $11.42B
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Q: Can you comment on TIH’s earnings report?
How is the current evaluation compared to the historical evalution? Do you think Tariff news could bring the stock down?

Upvote 4

Read Answer Asked by Schoombee on July 30, 2025

• Vertiv Holdings LLC Class A (VRT $139.82)
  • $139.82 P/E (TTM): 84.65X Cap: $55.59B
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Q: Can you comment on the recent earnings?

Upvote 3

Read Answer Asked by sean on July 30, 2025

• Air Canada Voting and Variable Voting Shares (AC $19.15)
  • $19.15 P/E (TTM): 4.96X Cap: $6.22B
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Q: Good morning,

Please comment on AC Q2 earnings report.

Thanks, George

Upvote 4

Read Answer Asked by George on July 30, 2025

• Spotify Technology S.A. (SPOT $624.13)
  • $624.13 Cap: $127.71B
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Q: Can I have your opinion on Spotify earnings please. Any cause for worry or does the miss seem more like a 1-off?

Upvote 1

Read Answer Asked by Joel on July 30, 2025

• UnitedHealth Group Incorporated (DE) (UNH $236.91)
  • $236.91 P/E (TTM): 10.45X Cap: $226.38B
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Q: Your analysis of the results out today please. What else could go wrong here to drive the price even further down?

Upvote 7

Read Answer Asked by Donald on July 29, 2025

• United Rentals Inc. (URI $855.04)
  • $855.04 P/E (TTM): 22.9X Cap: $56.80B
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Q: Why the volatility with URI over the last year, and the rise lately? Do you expect it to compound over the next five years as it has in the past five years?

Thanks

Upvote 2

Read Answer Asked by Gordon on July 29, 2025

• TFI International Inc. (TFII $117.55)
  • $117.55 P/E (TTM): 20.36X Cap: $10.11B
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Q: Hi 5i, may I have your thoughts on the quarter and fwd guidance. I've held this stock almost 8 years, and if the thesis is still strong then I will continue to hold. Thx.

Upvote 6

Read Answer Asked by Christopher on July 29, 2025

• Celestica Inc. (CLS $264.67)
  • $264.67 P/E (TTM): 45.04X Cap: $31.85B
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• Celestica Inc. (CLS $191.66)
  • $191.66 P/E (TTM): 45.04X Cap: $23.27B
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Q: Please analyze the earnings and Outlook for CLS. And give us your take.

After the jump in price tonight do you still consider it cheap?

With thanks

Sheldon

Upvote 19

Read Answer Asked by Sheldon on July 29, 2025