Investment Q&A

• Trane Technologies plc (TT $424.11)
  • $424.11 P/E (TTM): 33.51X Cap: $94.37B
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Q: Can I please your opinion on earnings? They seemed ok and the company upped guidance, so I was a bit confused why it went down 9% today.

Upvote 1

Read Answer Asked by Mike on July 31, 2025

• Intact Financial Corporation (IFC $279.49)
  • $279.49 P/E (TTM): 22.78X Cap: $49.84B
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Q: Looking for your thoughts on the earnings and why the 6+% drop. I went through the news release and only issue I see was with UK and US results. Is that enough to move the stock that much in a day? The CEO seemed quite positive on the results and future prospects. Seems to have been trending down over the past month after hitting all time highs. Would you consider this current price a buying opportunity? Thanks for this great service.

Upvote 2

Read Answer Asked by Anthony on July 31, 2025

• Canadian Pacific Kansas City Limited (CP $103.48)
  • $103.48 P/E (TTM): 22.69X Cap: $96.28B
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• Intact Financial Corporation (IFC $279.49)
  • $279.49 P/E (TTM): 22.78X Cap: $49.84B
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• Kinross Gold Corporation (K $27.10)
  • $27.10 P/E (TTM): 15.64X Cap: $33.24B
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Q: Peter and Team, for these 3 positions, what are your opinions of the earnings vs expectations, and the guidance released today ? In particular the IFC report seemed good though the reaction was negative. Thank you.

Upvote 2

Read Answer Asked by Paul on July 31, 2025

• Booking Holdings Inc. (BKNG $5,720.87)
  • $5,720.87 P/E (TTM): 39.81X Cap: $185.41B
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Q: Hi 5i, may I have your opinion on their results and fwd guidance. This company has been on my radar, and was wondering about its valuation. I like expensive stocks provided they aren't too expensive relative to growth. Thx.

Upvote 4

Read Answer Asked by Christopher on July 30, 2025

• Toromont Industries Ltd. (TIH $144.71)
  • $144.71 P/E (TTM): 24.15X Cap: $11.75B
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Q: Can you comment on TIH’s earnings report?
How is the current evaluation compared to the historical evalution? Do you think Tariff news could bring the stock down?

Upvote 4

Read Answer Asked by Schoombee on July 30, 2025

• Vertiv Holdings LLC Class A (VRT $125.97)
  • $125.97 P/E (TTM): 73.59X Cap: $48.10B
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Q: Can you comment on the recent earnings?

Upvote 4

Read Answer Asked by sean on July 30, 2025

• Air Canada Voting and Variable Voting Shares (AC $19.81)
  • $19.81 P/E (TTM): 5.26X Cap: $5.86B
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Q: Good morning,

Please comment on AC Q2 earnings report.

Thanks, George

Upvote 4

Read Answer Asked by George on July 30, 2025

• Spotify Technology S.A. (SPOT $692.99)
  • $692.99 Cap: $141.26B
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Q: Can I have your opinion on Spotify earnings please. Any cause for worry or does the miss seem more like a 1-off?

Upvote 1

Read Answer Asked by Joel on July 30, 2025

• UnitedHealth Group Incorporated (DE) (UNH $307.42)
  • $307.42 P/E (TTM): 12.7X Cap: $278.42B
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Q: Your analysis of the results out today please. What else could go wrong here to drive the price even further down?

Upvote 8

Read Answer Asked by Donald on July 29, 2025

• United Rentals Inc. (URI $929.95)
  • $929.95 P/E (TTM): 23.05X Cap: $59.83B
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Q: Why the volatility with URI over the last year, and the rise lately? Do you expect it to compound over the next five years as it has in the past five years?

Thanks

Upvote 4

Read Answer Asked by Gordon on July 29, 2025

• TFI International Inc. (TFII $133.86)
  • $133.86 P/E (TTM): 21.23X Cap: $11.11B
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Q: Hi 5i, may I have your thoughts on the quarter and fwd guidance. I've held this stock almost 8 years, and if the thesis is still strong then I will continue to hold. Thx.

Upvote 6

Read Answer Asked by Christopher on July 29, 2025

• Celestica Inc. (CLS $261.42)
  • $261.42 P/E (TTM): 40.79X Cap: $30.07B
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• Celestica Inc. (CLS $188.92)
  • $188.92 P/E (TTM): 40.79X Cap: $21.73B
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Q: Please analyze the earnings and Outlook for CLS. And give us your take.

After the jump in price tonight do you still consider it cheap?

With thanks

Sheldon

Upvote 20

Read Answer Asked by Sheldon on July 29, 2025

• Flex Ltd. (FLEX $51.92)
  • $51.92 P/E (TTM): 21.77X Cap: $19.48B
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Q: What happened to "flex"? Suddenly dropped over 5% in one day! buy more or sell?

Thanks,

Upvote 3

Read Answer Asked by Lin on July 25, 2025

• FirstService Corporation (FSV $276.50)
  • $276.50 P/E (TTM): 63.91X Cap: $12.59B
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Q: May I have your view on First Service’s earning? Big jump today!

Upvote 4

Read Answer Asked by Margot on July 25, 2025

• GE Aerospace (GE $266.53)
  • $266.53 P/E (TTM): 37.48X Cap: $282.63B
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Q: Hi There,

Can you give an update on GE Earnings?

Is it time to jump in, in a diversified portfolio?

Thank you

Upvote 2

Read Answer Asked by Robert on July 23, 2025

• Exchange Income Corporation (EIF $73.55)
  • $73.55 P/E (TTM): 28.54X Cap: $3.78B
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Q: Your take on the earnings and outlook please.

Sheldon

Upvote 4

Read Answer Asked by Sheldon on July 09, 2025

• Nike Inc. (NKE $78.38)
  • $78.38 P/E (TTM): 35.27X Cap: $115.75B
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Q: Hi 5i,

Can you comment Nike earnings plz?

Tahnk you

Upvote 2

Read Answer Asked by Francois on June 27, 2025

• Paychex Inc. (PAYX $140.81)
  • $140.81 P/E (TTM): 30.22X Cap: $50.72B
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Q: I have held Paychex for many years and it’s done very well. Why the big drop today? Is it a buying opportunity or cause for concern?
Thanks!

Upvote 1

Read Answer Asked by Scott on June 26, 2025

• Alimentation Couche-Tard Inc. (ATD $69.70)
  • $69.70 P/E (TTM): 18.77X Cap: $66.08B
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Q: Thoughts please on the quarter? Thx

Upvote 4

Read Answer Asked by blake on June 26, 2025

• Dollarama Inc. (DOL $193.35)
  • $193.35 P/E (TTM): 44.98X Cap: $53.60B
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Q: Your thoughts on Dollarama's results. They seem to have a lot of pathways for growth. Keith

Upvote 4

Read Answer Asked by Keith on June 12, 2025