Investment Q&A

• Accenture plc Class A (Ireland) (ACN $247.54)
  • $247.54 P/E (TTM): 20.59X Cap: $154.18B
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Q: Do you see any reason for the drop in Accenture?

Chris M.

Upvote 3

Read Answer Asked by chris on August 06, 2025

• Kinaxis Inc. (KXS $194.10)
  • $194.10 P/E (TTM): 437.0X Cap: $5.80B
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Q: I believe reports tomorrow. It's down over $9 at 1pm Wednesday. Any news to explain this? Does someone know something that will be public tomorrow? I note volume isn't huge but it's still a big drop. Thoughts?

Upvote 2

Read Answer Asked on August 06, 2025

• Apple Inc. (AAPL $213.25)
  • $213.25 P/E (TTM): 31.61X Cap: $3.16T
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Q: Hi 5i, Any news regarding today's pop in Apple? Thx.

Upvote 2

Read Answer Asked by Christopher on August 06, 2025

• Ferrari N.V. (RACE $442.92)
  • $442.92 Cap: $107.35B
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• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $106.72)
  • $106.72 Cap: $265.59B
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• Hermes International ADR (HESAY $246.30)
  • $246.30 Cap: $251.01B
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Q: Growing economic inequality and an expanding class of super-rich seem to be basic global trends. Are there etfs targeted to luxury goods and if so, what are the best performers? If no etfs, can you recommend 3 companies?
Jack

Upvote 1

Read Answer Asked by John on August 06, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $37.54)
  • $37.54 Cap: $13.01B
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Q: Hi 5i, thoughts on their quarterly earnings release and fwd guidance, and is it still a fav? Thx.

Upvote 8

Read Answer Asked by Christopher on August 06, 2025

• Novo Nordisk A/S (NVO $45.38)
  • $45.38 P/E (TTM): 13.77X Cap: $363.68B
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Q: What are your thoughts on the class action securities lawsuits filed against NVO, and on class action securities lawsuits in general? Specifically related to NVO, I understand there are two lawsuits alleging that NVO misled investors, one linked to the ~18% stock price drop on December 20, 2024, and a more recent claim linked to the ~21% drop on July 29, 2025. What are the typical chances of receiving a recovery, what might the recovery amount be (% of losses), and how long do these lawsuits usually take to resolve? As an NVO shareholder, should I sign up for the more recent lawsuit, if eligible?

Upvote 1

Read Answer Asked by Colum on August 06, 2025

• Canadian Pacific Kansas City Limited (CP $105.18)
  • $105.18 P/E (TTM): 22.4X Cap: $96.50B
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Q: CP hasn’t been an exciting company, based on its recent share price. Can you comment on its potential share price movement over the next three year period? Thank you.

Upvote 5

Read Answer Asked by ANDY on August 06, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $212.82)
  • $212.82 P/E (TTM): 97.92X Cap: $227.24B
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Q: Earnings look very good. Can you comment after the call with emphasis on what the key strengths are and what potential dangers might be going forward. It seems they are the complete masters in their field and aren't resting on past performances.

Upvote 17

Read Answer Asked on August 06, 2025

• Premium Brands Holdings Corporation (PBH $91.86)
  • $91.86 P/E (TTM): 33.0X Cap: $4.12B
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Q: Thought on the quarter please?Thx

Upvote 8

Read Answer Asked by blake on August 06, 2025

• Thomson Reuters Corporation (TRI $247.36)
  • $247.36 P/E (TTM): 42.38X Cap: $123.89B
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Q: Hi, please comment the result as of Thomson Reuters. I have purchased at C$285 and now seem dropping another 5%. Any reason?

Upvote 6

Read Answer Asked by kwokwai on August 06, 2025

• Lantheus Holdings Inc. (LNTH $51.87)
  • $51.87 P/E (TTM): 20.36X Cap: $5.02B
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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 1

Read Answer Asked by Tim on August 06, 2025

• BMO Canadian High Dividend Covered Call ETF (ZWC $18.72)
  • $18.72 P/E (TTM): 27.37X Cap: $1.70B
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• Global X S&P/TSX 60 Covered Call ETF (CNCC $12.85)
  • $12.85 Cap: $114M
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Q: Hello 5i,
I am curious as to whether or not both of these could be owned or if there is too much overlap. Do you have a strong preference for one over the other? Finally, do you consider one of these to be "safer" than the other?
Many thanks!!
Cheers,
Mike

Upvote 4

Read Answer Asked by Mike on August 06, 2025

• Genius Sports Limited (GENI $11.67)
  • $11.67 Cap: $2.93B
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• Gambling.com Group Limited (GAMB $10.16)
  • $10.16 Cap: $353M
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• Sportradar Group AG (SRAD $28.44)
  • $28.44 Cap: $8.33B
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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

• Vanguard Value ETF (VTV $177.03)
  • $177.03 P/E (TTM): 44.79X Cap: $134.61B
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Q: I noticed that on 5i website the P/E for VTV is 44, while on the Vanguard's page for VTV, the P/E is 19.6. Same on Yahoo Finance. Is the P/E on 5i page a typo or it's a forward P/E?

Upvote 1

Read Answer Asked by Andrew on August 06, 2025

• MDA Space Ltd. (MDA $46.18)
  • $46.18 P/E (TTM): 58.88X Cap: $5.46B
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Q: Can you provide an updated opinion and stock price target for MDA.

Upvote 4

Read Answer Asked by Kim on August 06, 2025

• Brookfield Business Partners L.P. (BBU.UN $34.54)
  • $34.54 Cap: $7.34B
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Q: Comments are earnings please. BBU

Upvote 2

Read Answer Asked by Margot on August 06, 2025

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $10.27)
  • $10.27 P/E (TTM): 20.53X Cap: $735M
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Q: please comment on the first q results. Thanks

Upvote 2

Read Answer Asked by Murray on August 06, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $212.82)
  • $212.82 P/E (TTM): 97.92X Cap: $227.24B
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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

• Boyd Group Services Inc. (BYD $192.78)
  • $192.78 P/E (TTM): 222.77X Cap: $4.13B
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Q: Hi

Buy, sell, or hold?

It’s down a lot and I’m leaning to selling half.

Thanks

Upvote 3

Read Answer Asked by Robert on August 06, 2025

• Sun Life Financial Inc. (SLF $84.91)
  • $84.91 P/E (TTM): 15.23X Cap: $47.58B
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• Sun Life Financial Inc. (SLF $61.78)
  • $61.78 P/E (TTM): 15.23X Cap: $34.51B
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Q: SLF--Buyable today and good entry price.Do U favour Slf over MFC , and what are the reasons? Txs for u usual great services & views

Upvote 5

Read Answer Asked by Peter on August 06, 2025