Investment Q&A

• SPX Technologies Inc. (SPXC $202.29)
  • $202.29 P/E (TTM): 40.68X Cap: $10.20B
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Q: Could you please provide commentary on SPXC recent quarterly report? Does the future still look good for SPXC? Does SPXC remain a high conviction stock for 5i? Thank-you

Upvote 2

Read Answer Asked by Greg on November 05, 2024

• Lumine Group Inc. (LMN $24.07)
  • $24.07 P/E (TTM): 96.23X Cap: $6.26B
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Q: Please comment on latest results released Nov 1 after close and going forward. Add or hold.Txs for u usual great services & views

Upvote 24

Read Answer Asked by Peter on November 04, 2024

• Etsy Inc. (ETSY $54.78)
  • $54.78 P/E (TTM): 39.51X Cap: $5.20B
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Q: Please comment on the most recent quarterly results. Buy, Hold or Sell?

Upvote 3

Read Answer Asked by Larry M. on November 04, 2024

• Robinhood Markets Inc. (HOOD $74.01)
  • $74.01 P/E (TTM): 37.92X Cap: $67.43B
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Q: Good Morning, I would like to know what you think of Robinhood's last quarter and future outlook for the company? Thank you.

Upvote 2

Read Answer Asked by Sandra on November 04, 2024

• Tamarack Valley Energy Ltd. (TVE $11.18)
  • $11.18 Cap: $5.30B
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Q: Your thoughts on the quarter please?

Thx

Upvote 8

Read Answer Asked by blake on November 04, 2024

• Enbridge Inc. (ENB $74.18)
  • $74.18 P/E (TTM): 28.29X Cap: $159.48B
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Q: Could you please comment on the results for Q3?

Upvote 14

Read Answer Asked by jacques on November 04, 2024

• Air Canada Voting and Variable Voting Shares (AC $17.48)
  • $17.48 P/E (TTM): 8.81X Cap: $5.17B
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Q: Your thoughts on earnings and forward guidance please.

Upvote 2

Read Answer Asked by Theodore on November 04, 2024

• Lyft Inc. (LYFT $13.39)
  • $13.39 P/E (TTM): 2.03X Cap: $5.35B
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• Uber Technologies Inc. (UBER $75.44)
  • $75.44 P/E (TTM): 16.45X Cap: $157.77B
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• DoorDash Inc. (DASH $159.18)
  • $159.18 P/E (TTM): 79.72X Cap: $70.09B
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Q: Hi- could i get your take on UBER earnings ? Was the sell off warranted- would you add to a position at this level. forward P/E of 50 seems a bit rich

Upvote 2

Read Answer Asked by Scott on November 01, 2024

• Magna International Inc. (MG $72.35)
  • $72.35 P/E (TTM): 19.1X Cap: $20.95B
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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 $34.25)
  • $34.25 P/E (TTM): 15.02X Cap: $61.92B
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• Cenovus Energy Inc (CVE $24.90)
  • $24.90 P/E (TTM): 15.02X Cap: $45.23B
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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 $4.07)
  • $4.07 Cap: $1.72B
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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 $96.78)
  • $96.78 P/E (TTM): 308.43X Cap: $12.58B
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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 $120.49)
  • $120.49 P/E (TTM): 31.06X Cap: $29.08B
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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 $19.00)
  • $19.00 P/E (TTM): 14.47X Cap: $528M
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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 $138.08)
  • $138.08 P/E (TTM): 55.3X Cap: $27.27B
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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 $916.82)
  • $916.82 P/E (TTM): 40.54X Cap: $867.39B
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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 $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
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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 $29.68)
  • $29.68 P/E (TTM): 23.0X Cap: $5.09B
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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 $136.55)
  • $136.55 P/E (TTM): 40.66X Cap: $3.77B
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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 $17.49)
  • $17.49 P/E (TTM): 9.48X Cap: $885M
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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