Investment Q&A

• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
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Q: Thoughts please on the quarter please

Thx

Upvote 4

Read Answer Asked by blake on November 01, 2024

• Cenovus Energy Inc. (CVE $22.68)
  • $22.68 P/E (TTM): 14.91X Cap: $41.33B
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• Cenovus Energy Inc (CVE $16.39)
  • $16.39 P/E (TTM): 14.91X Cap: $29.87B
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Q: Thought on recent results? Looking to add to my position.

Upvote 3

Read Answer Asked by Satish on November 01, 2024

• Peloton Interactive Inc. (PTON $7.91)
  • $7.91 Cap: $3.22B
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Q: Greetings 5i,

PTON reported Oct31. What are your thoughts on the results and also the announcement of a new CEO?

Cheers!

Upvote 3

Read Answer Asked by Duane on November 01, 2024

• Topicus.com Inc. (TOI $175.88)
  • $175.88 P/E (TTM): 79.44X Cap: $14.65B
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Q: Everyone, appreciate your comments on ten quarter. Ckayton

Upvote 9

Read Answer Asked by Clayton on November 01, 2024

• Xylem Inc. New (XYL $143.74)
  • $143.74 P/E (TTM): 36.52X Cap: $34.98B
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Q: Hello 5IR,
The stock dropped $8.44 today after the earnings. What caused this drop? I did not think that the earnings were bad. Would you consider this to be a good entry point?
Thanks you. Cheers

Upvote 2

Read Answer Asked by Hans on November 01, 2024

• North American Construction Group Ltd. (NOA $18.76)
  • $18.76 P/E (TTM): 15.96X Cap: $566M
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Q: Q: Hi 5i Team.
Pls comment on North American Construction Group qrty earning and this company going forward.

Upvote 2

Read Answer Asked by Roger on November 01, 2024

• Reddit Inc. Class A (RDDT $217.31)
  • $217.31 P/E (TTM): 40.89X Cap: $46.13B
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Q: Thoughts on earnings? Thinking of buying a position but going to let the dust settle first. Do you think the price action is well supported by the earnings and guidance? Seems like growth is very strong.

Thanks.

Upvote 1

Read Answer Asked by Marco on October 31, 2024

• Eli Lilly and Company (LLY $711.68)
  • $711.68 P/E (TTM): 57.76X Cap: $673.57B
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Q: LLY and BKNG got hit hard post earnings. Any concern in your opinion?

Continue holding I assume ? Thanks

Upvote 4

Read Answer Asked by Nick on October 31, 2024

• First National Financial Corporation (FN $48.17)
  • $48.17 P/E (TTM): 15.81X Cap: $2.88B
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Q: Thoughts on the results and special dividend?

Upvote 2

Read Answer Asked by Mark on October 31, 2024

• Gibson Energy Inc. (GEI $26.17)
  • $26.17 P/E (TTM): 26.54X Cap: $4.28B
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Q: I see that Gibson Energy (GEI) missed estimates. Q3 Revenue of $2,900 million in the third quarter, a $325 million or 10% decrease relative to the third quarter of 2023, What are your thoughts on GEI going forward. Would KEY be a better alternative? Thanks for all that 5i does. Steve

Upvote 2

Read Answer Asked by STEVEN on October 31, 2024

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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Q: Please comment on earnings. Would you add here? Thank you.

Upvote 10

Read Answer Asked by Lillian on October 31, 2024

• Criteo S.A. (CRTO $24.19)
  • $24.19 P/E (TTM): 12.58X Cap: $1.26B
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Q: Can you please comment 3rd quarter report. Is it potential for long term?

Upvote 1

Read Answer Asked by Frank on October 31, 2024

• Capital Power Corporation (CPX $59.15)
  • $59.15 P/E (TTM): 18.5X Cap: $9.14B
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Q: Wow, what a big bounce on capital Corp after their qtrly release! But, why? I read it and unless I misread, financial metrics were down over prior compare..other than a big growth in actual power generation. But earnings, revenue, all down, affo a bit up (still down over 9 months)..... What has got everyone so excited?

Upvote 2

Read Answer Asked by Allan on October 31, 2024

• Nextracker Inc. (NXT $68.77)
  • $68.77 P/E (TTM): 18.02X Cap: $10.17B
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Q: Hi 5i Team,
Pls comment on Nextracker Inc qty earning result and this company going forward.

Do you still like this company?

Buy , hold or sell?

Upvote 4

Read Answer Asked by Pui on October 31, 2024

• TMX Group Limited (X $55.93)
  • $55.93 P/E (TTM): 36.82X Cap: $15.55B
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Q: May I have your comments on TMX earnings please

Upvote 6

Read Answer Asked by Margot on October 31, 2024

• Crocs Inc. (CROX $86.56)
  • $86.56 P/E (TTM): 22.47X Cap: $4.72B
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Q: Please comment on CROX’s decline. Reason for concern?

How’d earnings go?

Thank you

Upvote 3

Read Answer Asked by Nick on October 29, 2024

• Comfort Systems USA Inc. (FIX $689.48)
  • $689.48 P/E (TTM): 35.66X Cap: $24.32B
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• Carrier Global Corporation (CARR $67.75)
  • $67.75 P/E (TTM): 35.32X Cap: $57.65B
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Q: I am interested in investing in one of the above listed companies. Can you please give me your thoughts and analysis? Do you think these companies are a good investment and why . Which of these companies would you prefer? FIX took a big hit on October 25th. Thank you.

Upvote 2

Read Answer Asked by Brian on October 29, 2024

• KKR & Co. Inc. (KKR $141.77)
  • $141.77 P/E (TTM): 65.64X Cap: $126.30B
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Q: Hi Guys,

I have a half position with KKR:US, would feel comfortable with a full position after their most recent quarter?

thanks

Jim

Upvote 3

Read Answer Asked by jim on October 29, 2024

• QuantumScape Corporation Class A (QS $8.16)
  • $8.16 Cap: $4.61B
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Q: May I have your thoughts on QS’s latest quarter? The stock is up on high volume and I expect it will quickly settle back down. Any red flags? I know it is a high risk stock and will remain so until Volkswagen at least makes a royalty payment. Probably still high risk even after a royalty payment!
Jim

Upvote 1

Read Answer Asked by James on October 28, 2024

• StorageVault Canada Inc. (SVI $4.76)
  • $4.76 Cap: $1.73B
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Q: Hello, can you please share your views on the most recent quarter. thanks

Upvote 4

Read Answer Asked by David on October 28, 2024