Investment Q&A

• Gatekeeper Systems Inc. (GSI)
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Q: What do you think of GSI's earnings? Would you add to an existing position with room to do so, sell, or simply hold?

Upvote 1

Read Answer Asked by Patrik on April 29, 2025

• Shift4 Payments Inc. Class A (FOUR)
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Q: Can you comment on FOUR's earnings?
Thanks

Upvote 3

Read Answer Asked by sean on April 29, 2025

• Cintas Corporation (CTAS)
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• Pfizer Inc. (PFE)
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• TC Energy Corporation (TRP)
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Q: How were the earnings & guidance from Cintas ? Would you buy here ? What do you expect from PFE earnings & guidance (sitting at it's 200 day), and TRP ? Pls deduct as appropriate. Thank you.

Upvote 2

Read Answer Asked by Paul on April 29, 2025

• Agnico Eagle Mines Limited (AEM)
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Q: Could you comment on Q1 just released. Did they beat expectations? They gave an update on projects in the pipeline, drill results... how can we interpret this part of the report?

Upvote 6

Read Answer Asked by Harry on April 29, 2025

• Alphabet Inc. (GOOG)
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Q: Apr 28 $162.42,1yrH $208.70,1yrL $142.66. A favourite of many incl.5i.Latest Q beat estimates.Good metrics,Cheapest of the M7.Down some 22% from 1 yrH.Why? Is it buyable here and a good entry price.Txs for u usual great services & views.

Upvote 6

Read Answer Asked by Peter on April 29, 2025

• Comfort Systems USA Inc. (FIX)
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Q: Could you please comment on their quarterly results, thank you.

Upvote 2

Read Answer Asked by Cheryl on April 28, 2025

• FirstService Corporation (FSV)
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• TFI International Inc. (TFII)
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Q: May I have your comments on earnings for First Service and TFI please?

Upvote 7

Read Answer Asked by Margot on April 24, 2025

• TFI International Inc. (TFII)
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Q: Thoughts on recent earning. Down already over 30 percent this year, I’m wondering if it’s time to get out and search new opportunities. The tariff treat remains and economic downturn risk remains. What are your views on holder or exiting this position for other opportunities.

Upvote 7

Read Answer Asked by Gerry on April 24, 2025

• Medpace Holdings Inc. (MEDP)
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Q: What do you make of their earnings for the last quarter? It seems like a beat with positive guidance. What is the reason for the additional pullback today when the markets are increasing today? Is this stock still worth holding?

Regards,

Brendan

Upvote 1

Read Answer Asked by Brendan on April 23, 2025

• Intuitive Surgical Inc. (ISRG)
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Q: Thoughts on the Q? Buying opportunity?
Thanks in advance.

Upvote 6

Read Answer Asked by Greg on April 23, 2025

• RTX Corporation (RTX)
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Q: Hi there,

RTX reported today and it appears like good results but the share price dropped like a rock? Could you please give me your usual great analysis on this? Is it a BUY/ADD in a diversified portfolio?

Thanks!

Upvote 6

Read Answer Asked by Robert on April 22, 2025

• Netflix Inc. (NFLX)
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Q: Could you review this sticker in the wake of today's beat, Still a good time to initiate a buy?

Upvote 6

Read Answer Asked by Kim on April 22, 2025

• Celestica Inc. (CLS)
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Q: What does the market expect next week? CLS has dropped 30% since last ER which was good so any thoughts please?

Upvote 4

Read Answer Asked by blake on April 16, 2025

• WELL Health Technologies Corp. (WELL)
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Q: Good Morning
Your thoughts on WELL’s quarter? Looks messy, does this change your outlook?
Thank you

Upvote 10

Read Answer Asked by Marty on April 15, 2025

• Zoomd Technologies Ltd. (ZOMD)
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Q: Could you comment on results?

Upvote 2

Read Answer Asked by tom on March 26, 2025

• Cantaloupe Inc. (CTLP)
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Q: HI folks, can please get update on Ctlp (Cantaloupe) on Q2/25 earnings, guidance and any specifics on selloff.....in $7's....rate Buy/Hold/Sell....thanks as always, jb

Upvote 2

Read Answer Asked by John on March 25, 2025

• Diversified Royalty Corp. (DIV)
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Q: Thoughts on their latest quarter.

Upvote 1

Read Answer Asked by don on March 25, 2025

• ASML Holding N.V. (ASML)
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Q: Good afternoon all; Given recent market performance can I get your assessment of ASML. It is down on an annual basis and since November, while it has bounced around the price is relatively flat.

I would appreciate some background on why it has declined, it their near captive market expected to increase its rate of growth in the mid term, and if a potential buy, at what price would you get interested in it?

Thanks as always.

Dave

Upvote 4

Read Answer Asked by Dave on March 24, 2025

• Premium Brands Holdings Corporation (PBH)
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Q: Thoughts on the quarter please?

THX

Upvote 4

Read Answer Asked by blake on March 24, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: please comment on year end results and evaluation

Upvote 8

Read Answer Asked by Murray on March 21, 2025