Investment Q&A

• Thomson Reuters Corporation (TRI $127.27)
  • $127.27 P/E (TTM): 28.9X Cap: $57.26B
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Q: Hi, please comment the result as of Thomson Reuters. I have purchased at C$285 and now seem dropping another 5%. Any reason?

Upvote 6

Read Answer Asked by kwokwai on August 06, 2025

• Lantheus Holdings Inc. (LNTH $77.30)
  • $77.30 P/E (TTM): 23.73X Cap: $5.21B
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Q: Dead or not dead? I know it isn't your style but might there be a bounce opportunity for a few immediate dollars or is the story here so bad that it's going to drift and decline?

Upvote 2

Read Answer Asked by Tim on August 06, 2025

• Genius Sports Limited (GENI $4.70)
  • $4.70 Cap: $1.22B
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• Gambling.com Group Limited (GAMB $4.00)
  • $4.00 Cap: $150M
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• Sportradar Group AG (SRAD $19.60)
  • $19.60 Cap: $5.49B
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Q: Please comment on the earnings for the two that have reported and whether they are a buy, sell or hold. SRAD at $27 seems like a good deal with what they reported. Investors seem to disagree this morning. Would appreciate your thoughts on that and the market reaction to GENI as well. I know you always look for a change in fundamentals to guide your advice so I am curious if the thesis is improved or reduced.

Please answer this one after GENI has reported if possible.

Upvote 3

Read Answer Asked by Tim on August 06, 2025

• Brookfield Business Partners L.P. (BBU.UN $40.76)
  • $40.76 Cap: $8.90B
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Q: Comments are earnings please. BBU

Upvote 2

Read Answer Asked by Margot on August 06, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.30)
  • $167.30 P/E (TTM): 138.45X Cap: $221.77B
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Q: I know the conference call has not occurred yet, but can I please get initial comments on earnings.

Upvote 12

Read Answer Asked by Aaron on August 06, 2025

• Arista Networks Inc. (ANET $134.25)
  • $134.25 P/E (TTM): 48.39X Cap: $170.97B
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Q: Hi, Could you please comment on ANET earnings. Thank you

Upvote 1

Read Answer Asked by francis on August 06, 2025

• ODDITY Tech Ltd. (ODD $14.22)
  • $14.22 Cap: $748M
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Q: Peter, the 1/4 and guidance from ODD today seemed good but the stock was sold hard. Thoughts on why and how the future looks ? We added some shares at the close. Thank you.

Upvote 2

Read Answer Asked by Paul on August 06, 2025

• kneat.com inc. (KSI $3.45)
  • $3.45 Cap: $358M
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Q: Please comment on earning. Thanks for your excellent service .

Upvote 6

Read Answer Asked by Lai Kuen on August 06, 2025

• Sportradar Group AG (SRAD $19.60)
  • $19.60 Cap: $5.49B
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Q: Hi team,
Sportradar dropped today on earnings. What’s your take on earnings and the company’s growth prospects from here ? Is it a buy, hold, or sell now after today’s dip?

Thanks,
Shane

Upvote 8

Read Answer Asked by Shane on August 06, 2025

• Magna International Inc. (MG $71.36)
  • $71.36 P/E (TTM): 19.1X Cap: $20.95B
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Q: Your thoughts please on the recent quarter?Thx

Upvote 1

Read Answer Asked by blake on August 05, 2025

• Savaria Corporation (SIS $25.39)
  • $25.39 P/E (TTM): 29.86X Cap: $5.81B
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Q: What does the market expect from Savaria tomorrow and with all the negativity towards healthcare should investors be concerned? Thx

Upvote 4

Read Answer Asked by blake on August 05, 2025

• Source Energy Services Ltd. (SHLE $16.17)
  • $16.17 P/E (TTM): 6.69X Cap: $215M
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Q: Can you give me your opinion of SHLE after the quarterly report that came out yesterday, as well as the outlook going forward. I thought it was basically a positive report, and they have been buying back shares, but the stock dropped heavily today. Any reason???

Upvote 3

Read Answer Asked by arnold on August 05, 2025

• Lam Research Corporation (LRCX $230.28)
  • $230.28 P/E (TTM): 46.5X Cap: $280.61B
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Q: Hello 5i team: Started a position in Lam Research for semi exposure.Would like your take on recent earnings and drop after what seemed good results. Thanks Mike

Upvote 2

Read Answer Asked by michael on August 05, 2025

• Cognex Corporation (CGNX $49.56)
  • $49.56 P/E (TTM): 73.71X Cap: $8.32B
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Q: this stock seems to be picking up. Is it worth keeping in hopes that it will continue to rise, or should I sell at this point

Upvote 1

Read Answer Asked by Howie on August 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.61)
  • $43.61 Cap: $29.56B
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• Brookfield Renewable Corporation Class A Subordinate (BEPC $39.91)
  • $39.91 Cap: $5.85B
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Q: Thoughts on the quarter please and thanks.

Upvote 5

Read Answer Asked by Robert on August 05, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $49.74)
  • $49.74 P/E (TTM): 99.74X Cap: $22.61B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $57.23)
  • $57.23 Cap: $7.54B
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Q: What are your thoughts on BIPC earnings. Please advise if I should add on weakness today or what price do you consider as great buy.

Thanks for the great service

Upvote 3

Read Answer Asked by Hector on August 05, 2025

• TMX Group Limited (X $49.39)
  • $49.39 P/E (TTM): 33.11X Cap: $13.75B
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• Information Services Corporation Class A Limited Voting Shares (ISC $46.00)
  • $46.00 P/E (TTM): 32.77X Cap: $890M
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Q: May I have your comments on earnings please.

Upvote 2

Read Answer Asked by Margot on August 05, 2025

• TMX Group Limited (X $49.39)
  • $49.39 P/E (TTM): 33.11X Cap: $13.75B
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Q: Hi guys

Please provide feedback for the following quarterly results, X,

Thanks,

Jim

Upvote 3

Read Answer Asked by jim on August 05, 2025

• Topicus.com Inc. (TOI $95.42)
  • $95.42 P/E (TTM): 308.43X Cap: $12.58B
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• Lumine Group Inc. (LMN $23.93)
  • $23.93 P/E (TTM): 96.23X Cap: $6.26B
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Q: Your thoughts please on the quarter? Thx

Upvote 11

Read Answer Asked by blake on August 05, 2025

• Constellation Software Inc. (CSU $2,493.90)
  • $2,493.90 P/E (TTM): 78.8X Cap: $54.41B
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Q: What are the estimates for the upcoming earnings of Constellation Software ?

Thanks

Upvote 3

Read Answer Asked by rajeev on August 04, 2025