Investment Q&A

• Shopify Inc. (SHOP $151.02)
  • $151.02 P/E (TTM): 93.35X Cap: $195.91B
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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 $52.86)
  • $52.86 P/E (TTM): 34.93X Cap: $31.41B
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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 $703.03)
  • $703.03 P/E (TTM): 179.87X Cap: $55.19B
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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 $60.97)
  • $60.97 P/E (TTM): 10.6X Cap: $17.18B
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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 $17.96)
  • $17.96 P/E (TTM): 5.98X Cap: $815M
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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 $175.44)
  • $175.44 P/E (TTM): 611.87X Cap: $416.20B
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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 $10.57)
  • $10.57 Cap: $1.62B
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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

• Topicus.com Inc. (TOI $140.00)
  • $140.00 P/E (TTM): 66.88X Cap: $11.85B
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Q: Could you please comment on the earnings release for Topicus. Thank You

Upvote 11

Read Answer Asked by rajeev on August 02, 2024

• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 33.66X Cap: $115.70B
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Q: Can you please comment on AEM's recent quarter? While costs for miners have increased, given the recent price of gold won't miners like AEM be swimming in cash moving forward? Would you be comfortable adding to a small position in AEM?

Thanks as always for your expertise.

Upvote 3

Read Answer Asked by Richard on August 01, 2024

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
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Q: Comments on KXS earnings and how they will shape future stock performance.

Upvote 12

Read Answer Asked on August 01, 2024

• Intact Financial Corporation (IFC $269.60)
  • $269.60 P/E (TTM): 21.51X Cap: $48.08B
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Q: Thoughts on the quarter please?

Thx

Upvote 5

Read Answer Asked by blake on August 01, 2024

• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
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Q: Can I have your comments on the latest quarter please.

Upvote 8

Read Answer Asked by Ken on August 01, 2024

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.62X Cap: $1.77T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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• Pinterest Inc. Class A (PINS $30.40)
  • $30.40 P/E (TTM): 11.36X Cap: $21.66B
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Q: Morning, could break down the PINS quarter and where you see it now, would you add to a full position here... thx.M

Upvote 3

Read Answer Asked by Mark on July 31, 2024

• Headwater Exploration Inc. (HWX $7.23)
  • $7.23 P/E (TTM): 9.78X Cap: $1.71B
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Q: Hello,

Can I please get your view on Headwaters' quarterly results. Thanks

Dave

Upvote 4

Read Answer Asked by David on July 29, 2024

• Caldwell Partners International Inc. (The) (CWL $0.73)
  • $0.73 P/E (TTM): 36.5X Cap: $21M
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Q: Any thoughts on Caldwell Partners Fiscal Q3 results?

Upvote 1

Read Answer Asked by Charles on July 16, 2024

• Firan Technology Group Corporation (FTG $10.22)
  • $10.22 P/E (TTM): 21.74X Cap: $270M
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Q: I would like your take on the earnings report for Firan Tech group that just came out, warts and all.

Upvote 1

Read Answer Asked by Neil on July 12, 2024

• Alimentation Couche-Tard Inc. (ATD $73.13)
  • $73.13 P/E (TTM): 19.38X Cap: $68.78B
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Q: Please comment on the latest results released after market closed today and going forward.Txs for u usual great services & views

Upvote 9

Read Answer Asked by Peter on June 26, 2024

• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.29X Cap: $1.13B
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Q: Please comment onQ results released this afternoon ,nd going forward. Add,Hold or Sell.Txs for U usual great services & views

Upvote 7

Read Answer Asked by Peter on June 11, 2024

• Bank of Montreal (BMO $175.98)
  • $175.98 P/E (TTM): 14.75X Cap: $126.05B
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Q: Geez, that seemed like a harsh reaction by the market on the earnings release. Comments?

Upvote 6

Read Answer Asked by Mark on May 30, 2024

• AFLAC Incorporated (AFL $110.95)
  • $110.95 P/E (TTM): 25.15X Cap: $59.33B
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Q: Could I get an updated opinion on AFL ?
Thanks

Upvote 1

Read Answer Asked by steve on May 23, 2024