Investment Q&A

• Lantheus Holdings Inc. (LNTH $53.54)
  • $53.54 P/E (TTM): 14.28X Cap: $3.56B
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Q: Dead or not dead? I know it isn't your style but might there be a bounce opportunity for a few immediate dollars or is the story here so bad that it's going to drift and decline?

Upvote 2

Read Answer Asked by Tim on August 06, 2025

• Genius Sports Limited (GENI $11.49)
  • $11.49 Cap: $2.88B
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• Gambling.com Group Limited (GAMB $7.52)
  • $7.52 Cap: $288M
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• Sportradar Group AG (SRAD $24.25)
  • $24.25 Cap: $7.57B
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Q: Please comment on the earnings for the two that have reported and whether they are a buy, sell or hold. SRAD at $27 seems like a good deal with what they reported. Investors seem to disagree this morning. Would appreciate your thoughts on that and the market reaction to GENI as well. I know you always look for a change in fundamentals to guide your advice so I am curious if the thesis is improved or reduced.

Please answer this one after GENI has reported if possible.

Upvote 3

Read Answer Asked by Tim on August 06, 2025

• Brookfield Business Partners L.P. (BBU.UN $45.99)
  • $45.99 Cap: $10.13B
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Q: Comments are earnings please. BBU

Upvote 2

Read Answer Asked by Margot on August 06, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Q: I know the conference call has not occurred yet, but can I please get initial comments on earnings.

Upvote 12

Read Answer Asked by Aaron on August 06, 2025

• Arista Networks Inc. (ANET $154.10)
  • $154.10 P/E (TTM): 61.71X Cap: $198.87B
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Q: Hi, Could you please comment on ANET earnings. Thank you

Upvote 1

Read Answer Asked by francis on August 06, 2025

• ODDITY Tech Ltd. (ODD $50.38)
  • $50.38 Cap: $2.88B
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Q: Peter, the 1/4 and guidance from ODD today seemed good but the stock was sold hard. Thoughts on why and how the future looks ? We added some shares at the close. Thank you.

Upvote 2

Read Answer Asked by Paul on August 06, 2025

• kneat.com inc. (KSI $5.90)
  • $5.90 Cap: $555M
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Q: Please comment on earning. Thanks for your excellent service .

Upvote 6

Read Answer Asked by Lai Kuen on August 06, 2025

• Sportradar Group AG (SRAD $24.25)
  • $24.25 Cap: $7.57B
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Q: Hi team,
Sportradar dropped today on earnings. What’s your take on earnings and the company’s growth prospects from here ? Is it a buy, hold, or sell now after today’s dip?

Thanks,
Shane

Upvote 8

Read Answer Asked by Shane on August 06, 2025

• Magna International Inc. (MG $60.97)
  • $60.97 P/E (TTM): 10.94X Cap: $17.61B
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Q: Your thoughts please on the recent quarter?Thx

Upvote 1

Read Answer Asked by blake on August 05, 2025

• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 28.19X Cap: $1.54B
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Q: What does the market expect from Savaria tomorrow and with all the negativity towards healthcare should investors be concerned? Thx

Upvote 4

Read Answer Asked by blake on August 05, 2025

• Source Energy Services Ltd. (SHLE $12.00)
  • $12.00 P/E (TTM): 4.77X Cap: $184M
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Q: Can you give me your opinion of SHLE after the quarterly report that came out yesterday, as well as the outlook going forward. I thought it was basically a positive report, and they have been buying back shares, but the stock dropped heavily today. Any reason???

Upvote 3

Read Answer Asked by arnold on August 05, 2025

• Lam Research Corporation (LRCX $131.37)
  • $131.37 P/E (TTM): 34.35X Cap: $178.45B
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Q: Hello 5i team: Started a position in Lam Research for semi exposure.Would like your take on recent earnings and drop after what seemed good results. Thanks Mike

Upvote 2

Read Answer Asked by michael on August 05, 2025

• Cognex Corporation (CGNX $40.78)
  • $40.78 P/E (TTM): 64.93X Cap: $7.81B
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Q: this stock seems to be picking up. Is it worth keeping in hopes that it will continue to rise, or should I sell at this point

Upvote 1

Read Answer Asked by Howie on August 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $36.97)
  • $36.97 Cap: $24.32B
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• Brookfield Renewable Corporation Class A Subordinate (BEPC $37.62)
  • $37.62 Cap: $14.25B
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Q: Thoughts on the quarter please and thanks.

Upvote 5

Read Answer Asked by Robert on August 05, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $48.11)
  • $48.11 P/E (TTM): 1163.72X Cap: $22.18B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.33)
  • $63.33 Cap: $8.36B
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Q: What are your thoughts on BIPC earnings. Please advise if I should add on weakness today or what price do you consider as great buy.

Thanks for the great service

Upvote 3

Read Answer Asked by Hector on August 05, 2025

• TMX Group Limited (X $51.20)
  • $51.20 P/E (TTM): 33.88X Cap: $14.28B
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• Information Services Corporation Class A Limited Voting Shares (ISC $35.80)
  • $35.80 P/E (TTM): 30.97X Cap: $679M
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Q: May I have your comments on earnings please.

Upvote 2

Read Answer Asked by Margot on August 05, 2025

• TMX Group Limited (X $51.20)
  • $51.20 P/E (TTM): 33.88X Cap: $14.28B
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Q: Hi guys

Please provide feedback for the following quarterly results, X,

Thanks,

Jim

Upvote 3

Read Answer Asked by jim on August 05, 2025

• Topicus.com Inc. (TOI $140.00)
  • $140.00 P/E (TTM): 66.88X Cap: $11.85B
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• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 152.97X Cap: $10.02B
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Q: Your thoughts please on the quarter? Thx

Upvote 11

Read Answer Asked by blake on August 05, 2025

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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Q: What are the estimates for the upcoming earnings of Constellation Software ?

Thanks

Upvote 3

Read Answer Asked by rajeev on August 04, 2025

• Freehold Royalties Ltd. (FRU $13.56)
  • $13.56 P/E (TTM): 18.49X Cap: $2.28B
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Q: Hi, 5i
What is your opinion of the latest earnings? Would you buy this company here? Thank you. Cheers

Upvote 7

Read Answer Asked by Hans on August 01, 2025