Investment Q&A

• Royal Bank of Canada (RY $201.20)
  • $201.20 P/E (TTM): 15.42X Cap: $282.68B
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Q: Long term holder of Royal Bank. Thoughts on quarter please? I read an early report of how RY beat estimates and was up 6% in the pre-market....now when the market is open it is down 3%. Any thoughts....people expected better? Concern over loan provisions?
Thanks...Steve

Upvote 6

Read Answer Asked by Stephen on May 29, 2025

• Veeva Systems Inc. Class A (VEEV $286.59)
  • $286.59 P/E (TTM): 62.1X Cap: $48.92B
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Q: Good morning. Could you please provide an update on recent news and performance. Would you consider adding further at these prices not withstanding the significant uptick today. Cheers!

Upvote 2

Read Answer Asked by Steven on May 29, 2025

• EQB Inc. (EQB $91.53)
  • $91.53 P/E (TTM): 10.52X Cap: $3.50B
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Q: Comments on their quarter please.

Upvote 7

Read Answer Asked by David on May 29, 2025

• Microsoft Corporation (MSFT $510.96)
  • $510.96 P/E (TTM): 38.3X Cap: $3.79T
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• Okta Inc. (OKTA $89.35)
  • $89.35 P/E (TTM): 107.63X Cap: $15.75B
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Q: No need to post if others have asked already.

Your comments on the Okta quarter? Is it a buy at $107? How did their forecast compare to expectations and do you see this as a company on the right trajectory? Finally, the market didn't like the quarter but was it an overreaction or a justified reaction to a material change in the future value of the company?

Upvote 2

Read Answer Asked by Tim on May 29, 2025

• Canadian Imperial Bank Of Commerce (CM $111.82)
  • $111.82 P/E (TTM): 13.54X Cap: $103.93B
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Q: Kindly comment on the CM quarterly results just released this morning. Thanks.

Upvote 3

Read Answer Asked by Victor on May 29, 2025

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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Q: Please comment on the timing and the reason for the shelf offering for NVIDIA. Ultimately how will this affect the share price going forward.
Thank you

Upvote 4

Read Answer Asked by Marty on May 29, 2025

• NTG Clarity Networks Inc. (NCI $1.89)
  • $1.89 P/E (TTM): 12.53X Cap: $89M
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Q: LOOKS LIKE OVER THE LAST COUPLE OF DAYS, THIS STOCK HAS LOST MOMENTUM AND IS BADLY SINKING, THEY REPORTED EARNINGS WHICH SEEMED GOOD NEWS. COULD YOU COMENT. THANKS

Upvote 1

Read Answer Asked by terrance on May 28, 2025

• Thor Explorations Ltd. (THX $1.32)
  • $1.32 P/E (TTM): 4.82X Cap: $876M
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Q: Can you comment on today's earnings report. Thanks

Upvote 1

Read Answer Asked by Bruce on May 28, 2025

• Bank of Nova Scotia (The) (BNS $88.84)
  • $88.84 P/E (TTM): 17.15X Cap: $110.30B
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Q: Your thoughts please on the quarter?

Thx

Upvote 4

Read Answer Asked by blake on May 27, 2025

• Deckers Outdoor Corporation (DECK $95.07)
  • $95.07 P/E (TTM): 15.6X Cap: $14.66B
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Q: Can you please go over Decks earnings

Upvote 1

Read Answer Asked by Mike on May 26, 2025

• Zedcor Inc. (ZDC $5.95)
  • $5.95 P/E (TTM): 344.12X Cap: $626M
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Q: Looking for your thoughts on the quarter. It seems like they could build out faster if they had surplus capital?

Upvote 8

Read Answer Asked by Robert on May 22, 2025

• Genius Sports Limited (GENI $11.49)
  • $11.49 Cap: $2.75B
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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: $7.26B
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Q: Thoughts on GAMB after earnings? Can you comment on why earnings seemed good but it dropped? The Donville group seem to love it and they are right almost as often as you guys so I'd love to have your take on whether you would buy at these levels and what you might see as it's 3 year return? Is there overlap with GENI or SRAD and is it a takeover candidate?

Thanks

Upvote 2

Read Answer Asked by Tim on May 21, 2025

• Fortinet Inc. (FTNT $83.04)
  • $83.04 P/E (TTM): 34.34X Cap: $63.63B
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• Palo Alto Networks Inc. (PANW $208.55)
  • $208.55 P/E (TTM): 134.06X Cap: $139.49B
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Q: Can I please get your thoughts on Palo Alto's latest quarter? Thank you

Upvote 4

Read Answer Asked by Neil on May 21, 2025

• Doximity Inc. Class A (DOCS $65.61)
  • $65.61 P/E (TTM): 62.03X Cap: $12.28B
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Q: Your view on their Q earnings announced last night would be appreciated, please and thank you.

Upvote 1

Read Answer Asked by Mike on May 20, 2025

• Nebius Group N.V. (NBIS $129.58)
  • $129.58 Cap: $30.85B
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Q: Could you please provide your impression of the results and of the information provided during the conference call this morning?
From the information provided today, what gives you the most optimism about the company's future and what is one (or more) thing that investors should be weary of or keep any eye on.
After digesting the information provided today, are you more or less excited about the company and it's future than you were yesterday?

Upvote 20

Read Answer Asked by Geoffrey on May 20, 2025

• Mattr Corp. (MATR $10.11)
  • $10.11 P/E (TTM): 14.42X Cap: $621M
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Q: Peter and His Wonder Team
There quarterly results look strong...Please give me your prognosis for MATR:CA. In other words is it a good buy in terms of growth and valuation or am I missing something?
Thanks for your objective and professional opinion which is always helpful.

Upvote 1

Read Answer Asked by Ernest on May 20, 2025

• Leon's Furniture Limited (LNF $28.01)
  • $28.01 P/E (TTM): 12.19X Cap: $1.91B
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Q: Profit margin increased, higher revenue... in a tough retail environment Leon's seems to be getting stronger. Would you agree?
Could you comment on earnings.
Wouldyou add?

Upvote 3

Read Answer Asked by Harry on May 20, 2025

• South Bow Corporation (SOBO $38.17)
  • $38.17 P/E (TTM): 21.31X Cap: $8.05B
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Q: Good morning,

Thoughts on SOBO earnings?

Also - any view views on dividend growth plans, or too soon to say?

Thanks as always. You guys do awesome work.

Upvote 5

Read Answer Asked by Trevor on May 20, 2025

• The Hershey Company (HSY $192.13)
  • $192.13 P/E (TTM): 25.51X Cap: $38.94B
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Q: Is Hershey a buy, sell, or hold, and can you please comment on earnings? Thank you!

Upvote 1

Read Answer Asked by Neil on May 20, 2025

• Nextracker Inc. (NXT $82.80)
  • $82.80 P/E (TTM): 21.39X Cap: $12.25B
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Q: After a year of relaxing, NXT finally made it back over US$60 this week. What are your thoughts on this company? Hold for future growth or sell due to Trump's ambivalence toward renewable energy? Thanks.

Upvote 6

Read Answer Asked by Stefan on May 19, 2025