Investment Q&A

• Stella-Jones Inc. (SJ $78.13)
  • $78.13 P/E (TTM): 12.99X Cap: $4.31B
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Q: Your thoughts please on the quarter?

Thx

Upvote 3

Read Answer Asked by blake on May 08, 2025

• Premium Brands Holdings Corporation (PBH $95.72)
  • $95.72 P/E (TTM): 45.95X Cap: $4.27B
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Q: Hi 5i, may I have your thoughts on the quarter and forward guidance. I've been waiting patiently, as have you, for their capital spending to see results. Thx.

Upvote 6

Read Answer Asked by Christopher on May 08, 2025

• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
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Q: Hi team,
Can you comment on Gsy earnings. What was expected for numbers? It seems revenue growth was much slower than normal here for these guys. Concerning?

Thanks ,
Shane

Upvote 6

Read Answer Asked by Shane on May 08, 2025

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.41)
  • $12.41 P/E (TTM): 25.54X Cap: $3.62B
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Q: If not already asked: What are your thoughts about DIR.UN’s earnings?

Upvote 7

Read Answer Asked by Patrick on May 07, 2025

• RioCan Real Estate Investment Trust (REI.UN $18.38)
  • $18.38 P/E (TTM): 18.97X Cap: $5.42B
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Q: Peter and His Wonder Team
I thought their Quarterly Report was positive but the stock is down. What am I missing? Thanks!

Upvote 1

Read Answer Asked by Ernest on May 07, 2025

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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• Topicus.com Inc. (TOI $175.88)
  • $175.88 P/E (TTM): 79.44X Cap: $14.65B
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Q: What are the street estimates for Topicus and Constellation ? Thank You

Upvote 4

Read Answer Asked by rajeev on May 07, 2025

• Palantir Technologies Inc. (PLTR $158.74)
  • $158.74 P/E (TTM): 520.03X Cap: $376.58B
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Q: Searched but didn't see earnings comments. Your assessment please.

Upvote 3

Read Answer Asked by Joel on May 07, 2025

• Brookfield Asset Management Inc Class A Limited (BAM $61.06)
  • $61.06 P/E (TTM): 40.67X Cap: $98.49B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.47)
  • $84.47 P/E (TTM): 40.67X Cap: $136.25B
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Q: What’s your opinion of BAM’s result of Q1FY25 published this morning? What’s your opinion of the outlook? How can they invest, build and grow the business when, as I understand it, BAM’s strategy is to return most of the FFO generated to shareholders?

Upvote 10

Read Answer Asked by André on May 06, 2025

• Genius Sports Limited (GENI $12.88)
  • $12.88 Cap: $3.08B
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Q: Can I get your thoughts on Genius Sports latest quarter? They beat top and bottom, reaffirmed 2025 guidance, and yet it is trading down 10% premarket. Was market expecting something bigger?

Upvote 4

Read Answer Asked by Neil on May 06, 2025

• Intuitive Surgical Inc. (ISRG $476.16)
  • $476.16 P/E (TTM): 65.44X Cap: $170.69B
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• Abbott Laboratories (ABT $132.59)
  • $132.59 P/E (TTM): 16.56X Cap: $230.76B
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• Becton Dickinson and Company (BDX $199.66)
  • $199.66 P/E (TTM): 35.86X Cap: $57.22B
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• Boston Scientific Corporation (BSX $106.17)
  • $106.17 P/E (TTM): 62.62X Cap: $157.31B
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• iShares U.S. Medical Devices ETF (IHI $62.87)
  • $62.87 P/E (TTM): 164.7X Cap: $4.41B
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Q: Comments on earnings and if buy, sell or hold. What is happening with medical devices in the current economic environment? Thank you!

Upvote 8

Read Answer Asked by Neil on May 06, 2025

• WSP Global Inc. (WSP $285.87)
  • $285.87 P/E (TTM): 46.0X Cap: $37.31B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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• Propel Holdings Inc. (PRL $32.76)
  • $32.76 P/E (TTM): 15.29X Cap: $1.27B
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
  • $91.16 P/E (TTM): 150.4X Cap: $136.36B
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Q: What are the street estimates for PRL, WSP, IFC and SHOP ? Thank You

Upvote 5

Read Answer Asked by rajeev on May 06, 2025

• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
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Q: Could I please have your thoughts on the quarter?

Thx

Upvote 3

Read Answer Asked by blake on May 05, 2025

• Uber Technologies Inc. (UBER $96.79)
  • $96.79 P/E (TTM): 16.5X Cap: $201.84B
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Q: Hi 5i
I picked up some UBER @ ~69 in January. Now it is ~85 and earnings out next week. Normally I keep stocks 3 years or longer, but with 24% gain I'm considering taking profit. How does it usually react post earnings? With King Chump, you just never know when he will say or do something that spooks investors (perhaps firing Powell so he is the fall guy that gets blamed for the recession King Trump brought on with his tariff fiasco).
Thanks, Greg

Upvote 2

Read Answer Asked by Greg on May 05, 2025

• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.50T
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• Reddit Inc. Class A (RDDT $217.31)
  • $217.31 P/E (TTM): 40.89X Cap: $46.13B
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Q: Hi team ,
What happened to Rddt today ? I seen last night after hours it was up around 17% or something on earnings . Today it ended -4%. Which move was the right one ? What do you think of the company and future prospects and is it worth buying the name ?


Thanks ,

Shane

Upvote 3

Read Answer Asked by Shane on May 05, 2025

• Cargojet Inc. Common and Variable Voting Shares (CJT $102.41)
  • $102.41 P/E (TTM): 11.72X Cap: $1.54B
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Q: HI, Comments on last earnings report please. The stock got a boost and seems cheap. I doubt the next Q will be as good, but analysts seem optimistic. Would it be a good entry point? I sold my holdings at $120 in Jan2024.

Upvote 3

Read Answer Asked by Denise on May 02, 2025

• Black Diamond Group Limited (BDI $11.71)
  • $11.71 P/E (TTM): 22.29X Cap: $771M
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Q: Peter and His Wonder Team
BDI just reported quarterly results. Your assessment please...do you think they met analysts expectations? Do you think they create a positive prognosis going forward. Do you think it is a reasonable buy? Thanks for your invaluable insights!

Upvote 5

Read Answer Asked by Ernest on May 02, 2025

• Allied Properties Real Estate Investment Trust (AP.UN $18.59)
  • $18.59 Cap: $2.37B
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Q: Comments on the recent earnings and outlook?

Upvote 4

Read Answer Asked by Kim on May 02, 2025

• First National Financial Corporation (FN $48.17)
  • $48.17 P/E (TTM): 15.81X Cap: $2.88B
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Q: May I have your comments on FN’s earnings please

Upvote 2

Read Answer Asked by Margot on May 02, 2025

• Lumine Group Inc. (LMN $48.74)
  • $48.74 P/E (TTM): 176.19X Cap: $12.50B
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Q: Hi team,
What’s your take on Lmn’s quarterly results tonight ?

Thanks,
Shane

Upvote 18

Read Answer Asked by Shane on May 02, 2025

• Cameco Corporation (CCO $103.61)
  • $103.61 P/E (TTM): 80.72X Cap: $45.10B
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Q: I'd like your thoughts on Cameco ($63) earnings.

Thanks, Greg

Upvote 4

Read Answer Asked by Greg on May 02, 2025