Investment Q&A

Q: Thoughts on buying MU today looking ahead to expected 2025 revenue and EPS growth? Thank you

Q: Could you give me your take on Doximity earnings please?

Q: Hello Peter,
CSU's results did not beat estimates , yet stock is up. If other companies had similar results, the response in the market may not be that great. Is it due to constellation's history of being a good capital allocator? I saw this article on yahoo, link provided with an extract ,

"Toronto-based Constellation reported third-quarter financial results after the closing bell on Friday, booking a higher profit on an annualized basis, topping analyst expectations. Revenue for the three months ended Sept. 30 fell shy of estimates, while rising nearly 20 per cent year-over-year to US$2.5 billion."

https://ca.finance.yahoo.com/news/dubbed-canadas-berkshire-hathaway-constellation-softwares-stock-seen-hitting-new-all-time-high-162056191.html

Question,

Could you explain the higher profit that exceeded the estimates in the above extract? Thanks very much

Q: Hi 5i,
I really like your creation of DOCCKS through amalgamating those 6 Canadian names, and the comparative 5 yr history you've put together of some salient numbers.
I think it might be helpful to also see where the money comes from, and wonder if you would also be able to break down the geographical origin (percentagewise) of each company's revenue and, further, compare those results to the net profit, FCF etc resulting from each geographical source of revenue?
Thanks 5i,
Peter

Q: What would be your favourite 3 Canadian tech stocks that have consistent growth potential.

Thanks Tom

Q: The shares of CHKP had a significant drop recently. Was there anything in the last quarterly report that spooked investors? Does the current price offer a buying opportunity?
Many thanks for your thoughts.
Ian

Q: Please comment on the latest quarterly results. Buy, Hold, Sell?

Q: CLS has had a strong run since their latest results. At today's price would you consider it a buy, hold or sell and what is your reasoning for the rating? Thanks so much!

Q: Hi, Could you please comment on CSu earnings. Thank you

Q: Hi 5I,
If lspd is able to take itself private at what price would you expect a deal to be successful?
What is the Capital Analyst day? I read that this event was postponed. Do you know if is this correct and if it is correct what would you expect the reason would be?
thx

Q: Hi, Could you please comment on EPAM earnings. Thank you

Q: Please comment on CGI results. Did they beat expections?

Q: I've looked over your recent comments and wonder if your opinion on this company has changed. I'm considering a tax loss and perhaps buying it back later, unless you have a different suggestion.

Thanks as always.

Q: If these stocks are all buyable today, in what order would you but them today based on price and conviction. Thank you for the service you provide.

Q: What stands out for you in VERX’s recent quarterly report? Any red flags? How much room does VERX have to grow their business over the next 2-3 years? Thank-you.

Q: Your analysis of Palantir please. Seems expensive but would you buy here if not already owned? At what price is it attractive? Thanks in advance.

Q: could I get your take on earnings? This is a company in transition, as the CEO states “Our Q3 performance further validates our successful transition to a SaaS-driven enterprise,”
Which metrics of the Q3 are most important to validate the above claims... how successful is the transition going?

Q: Hi 5i,

What is your opinion on LSPD latest earnings. their SP had a nice uptick today....What is their outlook now going forward, Would you continue to hold on and is there any current news on the search for a potential buyer?
thx

Q: I am anxiously waiting a correction to buy these two companies before the year end, given their recent spectacular rise. Is it a realistic approach ? or would you consider a good move to take action now as soon as possible?

Thank you very much

Q: At this stage in the game if you had to choose one to hold which would you pick? Or would you go 50-50. Thanks!

Jason