Investment Q&A

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $186M
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Q: Your thoughts please on the quarter Thx

Upvote 2

Read Answer Asked by blake on August 12, 2024

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Your thoughts please on the quarter. Thx

Upvote 10

Read Answer Asked by blake on August 12, 2024

• Mitek Systems Inc. (MITK $10.55)
  • $10.55 P/E (TTM): 31.48X Cap: $481M
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Q: Why the huge drop on Friday? Were the results that bad? What is your outlook? Is it a Buy, Sell or Hold? Thanks

Upvote 1

Read Answer Asked by Charles on August 12, 2024

• Stantec Inc. (STN $153.25)
  • $153.25 P/E (TTM): 39.59X Cap: $17.48B
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Q: Thoughts on the Q and go forward outlook.
Thanks!!

Upvote 4

Read Answer Asked by Greg on August 09, 2024

• Booking Holdings Inc. (BKNG $5,720.87)
  • $5,720.87 P/E (TTM): 39.81X Cap: $185.41B
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Q: Can you comment on Bookings results and the recent downtrend in share price? Thanks

Upvote 3

Read Answer Asked by Martin on August 08, 2024

• Trex Company Inc. (TREX $64.68)
  • $64.68 P/E (TTM): 35.25X Cap: $6.93B
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Q: I would appreciate your comments on TREX earnings; released yesterday. It appeared to me that metrics are generally improving, yet the stock dropped $15 at today’s open.

My main interest is understanding if there is some structural/metric issue causing the drop, or is it more related to their statement on outlook for the next 1/2 of the year?

Thanks as always,

Dave

Upvote 1

Read Answer Asked by Dave on August 08, 2024

• Ag Growth International Inc. (AFN $41.76)
  • $41.76 Cap: $784M
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Q: Can you provide a current opinion on AFN

Upvote 3

Read Answer Asked by Kim on August 08, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: SHOP reported good results. Can you provide your views after the call with specific emphasis on why SHOP handily beat estimates and what you see over the next 6 months and 1 year periods. Could the results be the catalyst to get the stock back up to its year high over the next 12 months?

Upvote 12

Read Answer Asked on August 08, 2024

• Aspen Aerogels Inc. (ASPN $7.01)
  • $7.01 Cap: $577M
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Q: Hi 5i Team,
Pls can you comment on Aspen Aerogel earning.

Upvote 2

Read Answer Asked by Pui on August 08, 2024

• Propel Holdings Inc. (PRL $32.76)
  • $32.76 P/E (TTM): 15.29X Cap: $1.27B
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Q: Hi team,
How did PRL earnings look to you? Thanks,
Shane

Upvote 19

Read Answer Asked by Shane on August 08, 2024

• Duolingo Inc. (DUOL $331.87)
  • $331.87 P/E (TTM): 139.46X Cap: $15.52B
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Q: Good morning... Your comments on DUOL's quarter and whether you're still bullish on the company? Buy, sell or hold?

thanks, Mark

Upvote 2

Read Answer Asked by Mark on August 08, 2024

• Nutrien Ltd. (NTR $80.05)
  • $80.05 P/E (TTM): 187.59X Cap: $38.89B
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Q: Could you please comment on Nutrien’s earnings? I’m considering increasing my holdings. Is it a good buy? Thanks!

Upvote 3

Read Answer Asked by Esther on August 08, 2024

• Airbnb Inc. (ABNB $129.92)
  • $129.92 P/E (TTM): 31.72X Cap: $80.73B
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Q: Please comment on earnings.
Has their latest quarter changed your outlook on the stock?
Thank you very much
Karim.

Upvote 1

Read Answer Asked by Karim on August 08, 2024

• Shopify Inc. (SHOP $142.11)
  • $142.11 P/E (TTM): 77.53X Cap: $184.65B
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Q: What is your take on SHOP qly results? Is there any negativity?

Upvote 20

Read Answer Asked by TOM on August 07, 2024

• Super Micro Computer Inc. (SMCI $43.88)
  • $43.88 P/E (TTM): 23.12X Cap: $26.18B
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Q: How was latest quarter? Reaction overblown or justified? Thank you

Upvote 6

Read Answer Asked by Neil on August 07, 2024

• Axon Enterprise Inc. (AXON $766.24)
  • $766.24 P/E (TTM): 184.69X Cap: $60.15B
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Q: Can I please get comments on Axon's latest quarter? Thank you

Upvote 5

Read Answer Asked by Neil on August 07, 2024

• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
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Q: Thoughts on Magna's quarter. This company is looking like a long term hold, and after the last 5 years of holding I'm beginning to wonder if switching to RTX or WSP. I've been burnt many times by these types of capital intensive companies.

Thx

Upvote 2

Read Answer Asked by Christopher on August 06, 2024

• Alaris Equity Partners Income Trust (AD.UN $19.05)
  • $19.05 P/E (TTM): 6.08X Cap: $865M
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Q: Could you comment on earnings. The metrics here are looking much better... would you consider this company less risky than say 18 months ago?

Upvote 1

Read Answer Asked by Harry on August 06, 2024

• Palantir Technologies Inc. (PLTR $158.74)
  • $158.74 P/E (TTM): 520.03X Cap: $376.58B
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Q: Hi, Could you please comment on Palentir earnings. Thank you

Upvote 5

Read Answer Asked by francis on August 06, 2024

• Vermilion Energy Inc. (VET $10.51)
  • $10.51 Cap: $1.61B
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Q: Hi there, thoughts on VET results, share buybacks, debt reduction, forward hedging and North American / European drilling success please?

Thanks!

Upvote 3

Read Answer Asked by Hussein on August 02, 2024