Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.80)
  • $184.80 P/E (TTM): 132.0X Cap: $230.50B
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• Global Payments Inc. (GPN $77.81)
  • $77.81 P/E (TTM): 15.2X Cap: $21.71B
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• Shift4 Payments Inc. Class A (FOUR $48.78)
  • $48.78 P/E (TTM): 71.37X Cap: $3.85B
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• Toast Inc. Class A (TOST $30.34)
  • $30.34 P/E (TTM): 52.08X Cap: $17.35B
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Q: Your general thoughts and analysis on Global Payments please, thanks.

Upvote 2

Read Answer Asked by MG on November 05, 2025

• Propel Holdings Inc. (PRL $21.21)
  • $21.21 P/E (TTM): 8.86X Cap: $804M
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Q: Why would PRL increase their dividend if they knew they would not meet their profit estimate ?

Upvote 6

Read Answer Asked by Allen on November 05, 2025

• Alphabet Inc. (GOOG $300.09)
  • $300.09 P/E (TTM): 28.08X Cap: $3.67T
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• Walmart Inc. (WMT $123.58)
  • $123.58 Cap: $1.01T
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• Pinterest Inc. Class A (PINS $19.66)
  • $19.66 P/E (TTM): 31.31X Cap: $12.89B
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Q: PINS Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Do you think the market reaction is overdone?
Thank you.

Upvote 3

Read Answer Asked by Barbara on November 05, 2025

• Unity Software Inc. (U $20.78)
  • $20.78 Cap: $8.82B
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Q: Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Would you continue to hold? Thank you.

Upvote 1

Read Answer Asked by Barbara on November 05, 2025

• Stella-Jones Inc. (SJ $96.09)
  • $96.09 P/E (TTM): 15.67X Cap: $5.19B
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Q: Your thoughts please on the quarter ? Thx I believe this is covered by your reports.

Upvote 2

Read Answer Asked by blake on November 05, 2025

• Cargojet Inc. Common and Variable Voting Shares (CJT $92.55)
  • $92.55 P/E (TTM): 17.91X Cap: $1.40B
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Q: What are your thoughts about CJT most recent results? What are the prospects for this company going forward? Why is the stock falling so much?

Upvote 4

Read Answer Asked by Irwin on November 05, 2025

• Topicus.com Inc. (TOI $106.09)
  • $106.09 P/E (TTM): 306.56X Cap: $13.14B
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• Lumine Group Inc. (LMN $25.68)
  • $25.68 P/E (TTM): 81.68X Cap: $5.52B
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Q: Which one between TOI and LMN has better potential over the next 6 months? Both have done poorly recently. Would you be a buyer of either one today?

Upvote 10

Read Answer Asked on November 05, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $31.23)
  • $31.23 Cap: $12.96B
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Q: does GLXY have enough current income to pay the current interest on its entire debt? when calculating please include the interest expense on the latest issue of convertible debt thanks Richard

Upvote 8

Read Answer Asked by richard on November 05, 2025

• Thomson Reuters Corporation (TRI $148.82)
  • $148.82 P/E (TTM): 27.3X Cap: $63.57B
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Q: How can TRI investors justify a P/e of 42X and a P/b of 5.48X

on 7% to 9% growth projection?

Upvote 6

Read Answer Asked by David on November 05, 2025

• Evolve US Equity UltraYield ETF (BIGY $19.93)
  • $19.93 P/E (TTM): 31.96X Cap: $214M
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Q: What are your thoughts on this BIGY ETF. I already own QDAY ETF. Are they both similar ETF or is it ok to own both.

Thank you for your excellent service.

Upvote 1

Read Answer Asked by Hector on November 05, 2025

• Propel Holdings Inc. (PRL $21.21)
  • $21.21 P/E (TTM): 8.86X Cap: $804M
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Q: Would you consider doubling down on this one nearing 52 week low? In a TFSA so no tax loss advantage. Or lick my wounds sell and move on?Thanks Larry

Upvote 10

Read Answer Asked by Larry on November 05, 2025

• Sportradar Group AG (SRAD $19.19)
  • $19.19 Cap: $5.75B
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Q: Could i have your analysis of results - market not impressed

Upvote 3

Read Answer Asked by Scott on November 05, 2025

• AtkinsRéalis Group Inc. (ATRL $96.91)
  • $96.91 P/E (TTM): 6.51X Cap: $16.18B
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Q: What is your opinion on Atkins Realis Group and its current valuation ? This Co seems to have a stronghold in the infrastructure space globally including expertise in Nuclear reactors market. ( with all the power/energy needs around datacentres and US Admn push for nuclear energy).

We took a small initial position, with today's market pullback.

We also own WSP Global, for a while with a 3% position.

Does it make sense to own Both with an even split or just one holding is enough for this sector ? And if so, which will be your favorite and why ?

Thank You

Upvote 4

Read Answer Asked by rajeev on November 05, 2025

• Costco Wholesale Corporation (COST $982.28)
  • $982.28 P/E (TTM): 70.03X Cap: $446.86B
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• Intuitive Surgical Inc. (ISRG $494.45)
  • $494.45 P/E (TTM): 63.2X Cap: $177.98B
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• Microsoft Corporation (MSFT $410.48)
  • $410.48 P/E (TTM): 25.26X Cap: $3T
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• NVIDIA Corporation (NVDA $182.31)
  • $182.31 P/E (TTM): 36.74X Cap: $4.44T
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• Eli Lilly and Company (LLY $977.77)
  • $977.77 P/E (TTM): 43.91X Cap: $946.72B
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• Walmart Inc. (WMT $123.58)
  • $123.58 Cap: $1.01T
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• Tesla Inc. (TSLA $404.02)
  • $404.02 P/E (TTM): 363.36X Cap: $1.52T
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• CrowdStrike Holdings Inc. (CRWD $424.43)
  • $424.43 Cap: $102.77B
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• DoorDash Inc. (DASH $182.06)
  • $182.06 P/E (TTM): 82.38X Cap: $76.66B
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• Robinhood Markets Inc. (HOOD $80.00)
  • $80.00 P/E (TTM): 37.29X Cap: $74.01B
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• Howmet Aerospace Inc. (HWM $254.36)
  • $254.36 P/E (TTM): 69.77X Cap: $104.28B
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Q: What might be 10 stocks (trading on a usa exchange but not necessarily a US company) that you would suggest holding for all of 2026 as a portfolio. Thank you.

Jason

Upvote 22

Read Answer Asked by Jason on November 05, 2025

• ATS Corporation (ATS $42.55)
  • $42.55 Cap: $4.30B
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Q: Hi there, can you please give an update on ATS earnings report yesterday?

Thanks.

Upvote 3

Read Answer Asked by Robert on November 05, 2025

• Kratos Defense & Security Solutions Inc. (KTOS $85.43)
  • $85.43 P/E (TTM): 684.23X Cap: $15.18B
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Q: Please give your thoughts on earnings and future prospects.
Thanks.

Upvote 2

Read Answer Asked by Catherine on November 05, 2025

• Miscellaneous (MISC)
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Q: Example on the 4th early morning indicated a big down day for the Market. As I have done in the past, I try to buy a couple on sale but when it opens up, within a short period of time, stocks are down 5% to 10%. I usually say I will buy the ones that are down the most. These are usually stocks in my account. They start going up and then they come down and go up and down. I end up getting a 10% stock at 5% less and after an hour or so, the stock is down 10% again. How should I purchase in this type of a mad scramble in the early morning?
Your expertise is greatly appreciated.

Upvote 15

Read Answer Asked by Dennis on November 05, 2025

• Meta Platforms Inc. (META $658.10)
  • $658.10 P/E (TTM): 27.89X Cap: $1.68T
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• Axon Enterprise Inc. (AXON $569.69)
  • $569.69 P/E (TTM): 383.5X Cap: $45.81B
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Q: Hi Folks,
Looking to trim some GOOG and buying either META or AXON. May I have your opinion as to which one you recommend today.
Thanks

Upvote 8

Read Answer Asked by JOHN on November 05, 2025

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $162.14)
  • $162.14 P/E (TTM): 51.64X Cap: $8.23B
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Q: Could you comment on Collier's earnings? Can you explain their 3 growth engines and separate the % they generate ? Thanks

Upvote 2

Read Answer Asked by jean on November 05, 2025

• Axon Enterprise Inc. (AXON $569.69)
  • $569.69 P/E (TTM): 383.5X Cap: $45.81B
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Q: Please review and comment on axon earnings. Sales grow at 30+% (y/y), higher margin software sales grow at over 40%, yet margins fall, and a loss reported. Lots of r&d spend and stock based compensation help explain loss but falling margins on a sales mix that is skewed to more software sales baffles me.

Upvote 7

Read Answer Asked by Greg on November 05, 2025