Investment Q&A

• Brinker International Inc. (EAT $151.77)
  • $151.77 P/E (TTM): 15.51X Cap: $6.74B
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Q: Hell 5i team,

Can you support a buy on EAT even after today's major uptick? Is comparable sales and foot traffic growth enough to support growth over the long term (3-5 years)?

Upvote 1

Read Answer Asked by John on November 27, 2025

• Semtech Corporation (SMTC $73.45)
  • $73.45 P/E (TTM): 115.77X Cap: $6.79B
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Q: Hi,
What are your thoughts in Semtech's earnings? Mr. Market not too pleased.

Cheers, Chris

Upvote 1

Read Answer Asked by Christopher on November 26, 2025

• Palo Alto Networks Inc. (PANW $185.35)
  • $185.35 P/E (TTM): 117.89X Cap: $129.18B
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• Check Point Software Technologies Ltd. (CHKP $184.34)
  • $184.34 Cap: $19.97B
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• Zscaler Inc. (ZS $251.97)
  • $251.97 Cap: $40.18B
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Q: ZS Could you comment on Q1.
Growth seems strong but the price is down pre market.
Is this a long term hold?
Thanks.

Upvote 1

Read Answer Asked by Harry on November 26, 2025

• Alimentation Couche-Tard Inc. (ATD $75.73)
  • $75.73 P/E (TTM): 19.31X Cap: $70.10B
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Q: Your thoughts please on the quarter?No question credit please as this one is in the BE portfolio. THX

Upvote 4

Read Answer Asked by blake on November 25, 2025

• ASP Isotopes Inc. (ASPI $5.92)
  • $5.92 Cap: $656M
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Q: What are your thoughts on ASP Isotope’s latest quarter? The share price has taken a hit and is back at early 2025 levels. Do you think it has potential as a speculative small cap?

Upvote 2

Read Answer Asked by Gregory on November 25, 2025

• Kraken Robotics Inc. (PNG $5.93)
  • $5.93 P/E (TTM): 100.0X Cap: $1.81B
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Q: Good afternoon,
The numbers looked good from Kraken today, your thoughts going forward?
Thank you

Upvote 9

Read Answer Asked by Marty on November 24, 2025

• Tiny Ltd. (TINY $10.09)
  • $10.09 Cap: $298M
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Q: What are your thoughts on this small cap that was at one time a high flyer?
Would love your analysis on there recent Earnings report and do you see some good things down the road?
Thanx as always
Gary

Upvote 2

Read Answer Asked by Gary on November 24, 2025

• Jacobs Solutions Inc. (J $135.86)
  • $135.86 P/E (TTM): 56.11X Cap: $15.85B
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Q: What is your opinion of J post their earnings release? Quite a negative reaction to what looks like a decent future? Thanks.

Upvote 1

Read Answer Asked by Michael on November 24, 2025

• Veeva Systems Inc. Class A (VEEV $240.67)
  • $240.67 P/E (TTM): 46.77X Cap: $39.56B
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Q: Goodmorning
What are your thoughts on veev results they looked good but the market does not seem to like them?
Thks
Marcel

Upvote 2

Read Answer Asked by Marcel on November 21, 2025

• Tourmaline Oil Corp. (TOU $62.30)
  • $62.30 P/E (TTM): 17.89X Cap: $24.11B
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Q: Dear 5i team.

Please provide your assessment of Tou's Nov.5th earnings and outlook.

Don't see any Q's on it in the archives.

Upvote 7

Read Answer Asked by Arthur on November 19, 2025

• Martinrea International Inc. (MRE $10.53)
  • $10.53 Cap: $766M
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Q: I would appreciate your comments on MRE 3rd quarter results and outlook.

Upvote 3

Read Answer Asked by James on November 18, 2025

• Peyto Exploration & Development Corp. (PEY $21.97)
  • $21.97 P/E (TTM): 11.94X Cap: $4.41B
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Q: What do you think of their latest quarter.

Upvote 5

Read Answer Asked by don on November 17, 2025

• NTG Clarity Networks Inc. (NCI $1.42)
  • $1.42 P/E (TTM): 10.29X Cap: $67M
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Q: your read on the quarter?

Upvote 3

Read Answer Asked by hal on November 17, 2025

• Garmin Ltd. (Switzerland) (GRMN $194.79)
  • $194.79 P/E (TTM): 23.79X Cap: $37.46B
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Q: Post Q3 earnings and forecast, can you please provide an updated opinion on GRMN?

Upvote 2

Read Answer Asked by Kel on November 17, 2025

• MDA Space Ltd. (MDA $23.56)
  • $23.56 P/E (TTM): 27.82X Cap: $2.97B
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Q: What did you think of MDA's quarterly report and would you be a buyer of half a position at this point?
Thank you

Upvote 7

Read Answer Asked by John on November 14, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,427.77)
  • $2,427.77 P/E (TTM): 8.07X Cap: $51.78B
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• ONEX Corporation Subordinate Voting Shares (ONEX $109.61)
  • $109.61 P/E (TTM): 12.54X Cap: $7.50B
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Q: Hello 5i,
Could you please comment on their recent quarterly results and where you see the stocks in the next 12 months?
Where would be a good entry price?
Thank you
Robert

Upvote 2

Read Answer Asked by Mariusz on November 14, 2025

• Loblaw Companies Limited (L $62.65)
  • $62.65 P/E (TTM): 7.79X Cap: $74.89B
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Q: Please comment on the Earnings for $L.

Upvote 4

Read Answer Asked by Valter on November 14, 2025

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.45)
  • $5.45 Cap: $1.36B
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Q: Please comment on Q3 results.

Thanks

Yves

Upvote 2

Read Answer Asked by Yves on November 14, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $65.42)
  • $65.42 P/E (TTM): 92.7X Cap: $146.88B
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Q: Hello. Would love your thoughts on BN's earnings. Seems like the market did not like them - ADD or HOLD on the ~6.5% move lower on Thursday?

Thanks as always.

Upvote 9

Read Answer Asked by Trevor on November 14, 2025

• Motorola Solutions Inc. (MSI $369.50)
  • $369.50 P/E (TTM): 29.63X Cap: $61.54B
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Q: what are your thoughts about the earnings, is it a buy, sell or hold?

Upvote 1

Read Answer Asked by selina on November 14, 2025