Investment Q&A

• Docebo Inc. (DCBO $37.37)
  • $37.37 P/E (TTM): 39.86X Cap: $1.10B
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Q: Looks to have had a good quarter. Thoughts on the quarter and outlook?

Upvote 8

Read Answer Asked by Sal on November 10, 2023

• The Trade Desk Inc. (TTD $52.36)
  • $52.36 P/E (TTM): 65.14X Cap: $26.44B
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Q: Hi Team,
What’s your take on TTD earnings? Currently it’s tanking 29% after hours. Assuming this reaction is accurate for tomorrows movement do you recommend buying, holding, or selling the name. Thanks

Shane

Upvote 6

Read Answer Asked by Shane on November 10, 2023

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $10.89)
  • $10.89 Cap: $2.17B
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Q: Please comment on latest results

Upvote 3

Read Answer Asked by Ross on November 09, 2023

• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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Q: Please comment on the recent results.

Upvote 3

Read Answer Asked by Janice on November 09, 2023

• Killam Apartment Real Estate Investment Trust (KMP.UN $17.63)
  • $17.63 P/E (TTM): 4.08X Cap: $2.18B
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• Pet Valu Holdings Ltd. (PET $35.34)
  • $35.34 P/E (TTM): 26.79X Cap: $2.40B
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Q: Hello, could you comment on Pet Value and Killam quarterly release?

Thank you very much.

Upvote 4

Read Answer Asked by Stephane on November 09, 2023

• Endeavour Silver Corp. (EDR $10.72)
  • $10.72 Cap: $3.11B
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Q: Hi Team,

Current thoughts on this company and the Q?

Thanks

Upvote 1

Read Answer Asked by David on November 09, 2023

• Telesat Corporation Common and Variable Voting Shares (TSAT $44.27)
  • $44.27 Cap: $1.73B
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Q: Hi 5i,
Could you dive into TSAT's recent quarter and provide your opinion in general, and also specifically regarding whether you think anything useful is revealed about the financial aspects of the nascent Telesat/MDA/Spacex arrangement underpinning the Lightspeed LEO deployment.
Thanks!
Peter

Upvote 5

Read Answer Asked by Peter on November 09, 2023

• Topaz Energy Corp. (TPZ $25.02)
  • $25.02 P/E (TTM): 63.85X Cap: $3.88B
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Q: What are your thoughts on Topaz energy? RBC has the company at a Outperform with a 20% upside.

Ken

Upvote 7

Read Answer Asked by Ken on November 09, 2023

• TransAlta Corporation (TA $21.82)
  • $21.82 Cap: $6.46B
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Q: Please comment on the 3rd q earnings released today. They seem to be way ahead of expectations but I realize in this business sector earnings are only part of the picture in determining if the company is worth iinvesting in.

Upvote 2

Read Answer Asked by Murray on November 09, 2023

• Cargojet Inc. Common and Variable Voting Shares (CJT $83.51)
  • $83.51 P/E (TTM): 10.02X Cap: $1.25B
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Q: I own shares of CJT and am down quite a bit. Can you comment on their earnings? Do you think this is a good candidate for tax loss selling with a buyback after 30 days or is it better to move on to something else? Most analysts seem to look favourably on it with target prices well above the current price.

Upvote 4

Read Answer Asked by Ken on November 09, 2023

• Fidus Investment Corporation (FDUS $19.31)
  • $19.31 P/E (TTM): 8.62X Cap: $720M
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Q: What do you think of Fidus’ results? Thanks.

Upvote 4

Read Answer Asked by Michael on November 08, 2023

• ATS Corporation (ATS $35.56)
  • $35.56 Cap: $3.47B
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Q: Hi, Any comments on the results ? Thanks

Upvote 21

Read Answer Asked by rajeev on November 08, 2023

• Air Products and Chemicals Inc. (APD $257.08)
  • $257.08 P/E (TTM): 37.79X Cap: $57.21B
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Q: Major negative reaction to APD's earning. Was it priced for perfection prior ? Your thoughts on this business going forward ?

Upvote 3

Read Answer Asked by James on November 07, 2023

• Celsius Holdings Inc. (CELH $60.70)
  • $60.70 P/E (TTM): 190.64X Cap: $16.57B
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Q: Can you comment on Celsius Holdings latest quarter please.
Thank you

Upvote 10

Read Answer Asked by Neil on November 07, 2023

• Decisive Dividend Corporation (DE $7.46)
  • $7.46 P/E (TTM): 29.68X Cap: $148M
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Q: Results look good to me. Your comments. Thank you

Upvote 13

Read Answer Asked by Bruce on November 07, 2023

• Arhaus Inc. (ARHS $9.61)
  • $9.61 P/E (TTM): 21.1X Cap: $1.55B
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Q: Any insight as to why it down 5% today when the S&P is up almost 2%?

Upvote 0

Read Answer Asked by Andre on November 02, 2023

• Tourmaline Oil Corp. (TOU $59.67)
  • $59.67 P/E (TTM): 15.29X Cap: $22.35B
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Q: Thoughts on tou latest quarter. thanks

Upvote 1

Read Answer Asked by don on November 02, 2023

• Crocs Inc. (CROX $76.70)
  • $76.70 P/E (TTM): 21.74X Cap: $4.38B
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Q: It keeps falling. Is there any news.

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on November 02, 2023

• First Solar Inc. (FSLR $225.91)
  • $225.91 P/E (TTM): 20.03X Cap: $24.22B
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Q: Hi 5i,

Can you comment on the latest Q results and the market reaction? I thought things looked okay, but market did not?

TIA

Upvote 0

Read Answer Asked by Wayne on November 01, 2023

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.05)
  • $18.05 P/E (TTM): 97.68X Cap: $1.75B
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Q: Hi 5i,

Would appreciate your thoughts on GOOS recent earnings.

Market doesn't seem to be too happy with this company today but I didn't see anything that would warrant a 8% drop in value. Given the potential upcoming/current economic headwinds I believe they performed well and lowering their guidance to be a prudent move.

What am I missing?

Thank you.

Greg C.

Upvote 0

Read Answer Asked by GREGORY on November 01, 2023