Q: Thoughts on recent earnings, name change and outlook?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Thoughts on the TVE quarter please?
Q: Well has been a dog forever Always promise but no delivery. Another Knight? Held for so many years, ready to capitulate! Is there a light at the end of this tunnel?
Q: four seems to be taking it on the chin today. Any reason why?
Q: Could I please get your thoughts on Axon and TransMedic's latest quarterly results please? I thought both were excellent and Axon's share price responded accordingly. TransMedics not so much.
Thanks,
Neil
Thanks,
Neil
Q: What is the impact on earnings of the recent pipeline deal in the Mannville stack?
Q: Hi 5i, thoughts on results, and why the market dislikes the results. Going fwd is it still a buy for new positions? Thx
Q: Peter; If Canada picks Germany for the sub deal , would this impact PNG- or, if not, which Canadian coys would benefit? Thanks.
Rod
Rod
Q: Comments please on EQB earnings and outlook.
Thanks!
Thanks!
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KLA Corporation (KLAC $1,502.95)
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AutoZone Inc. (AZO $3,677.15)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,329.38)
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Franco-Nevada Corporation (FNV $379.46)
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Celestica Inc. (CLS $380.93)
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Markel Group Inc. (MKL $2,067.81)
Q: No guarantees of course but base on your historical perspective could you provide a short list of 3 each US and Canadian companies that “most likely” would do a stock split in the near future?
Q: I realize a lot has been said about BTO recently, but most of the discussion has focused on (reduced) 2026 expectations. At current levels, do you think that downside risk should be reasonably low? Analysts have been increasing estimates for ’27 such that at the Feb/24 close the Fwd PE is only 5.4x. That seems to be a very low # for a company in one of the strongest sectors, which tells me the market has already baked in future execution misses, helping to reduce downside risk. Conversely, if execution does improve by ’27 the stock looks like an easy double from here.
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Constellation Software Inc. (CSU $2,616.45)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.62)
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The Trade Desk Inc. (TTD $24.14)
Q: Can you please comment on the latest quarterly report and conference call as well as your thoughts on if it might be time to move on from this one. If you are more on the sell side with this latest report, any tech sector top favorites you could recommend to replace it with would be greatly appreciated.
Q: Hi Peter & Team,
Yes, it's great to see TRI bouncing back; very encouraging.
However, since TRI is 'partnered' with Anthropic, are there any 'red flags' at the moment, when considering the ongoing disagreements between the Trump administration and Anthropic? (Pete Hegseth, the US secretary of defence and his recent demands aimed at Anthropic).
Thanks as always for your insight.
Yes, it's great to see TRI bouncing back; very encouraging.
However, since TRI is 'partnered' with Anthropic, are there any 'red flags' at the moment, when considering the ongoing disagreements between the Trump administration and Anthropic? (Pete Hegseth, the US secretary of defence and his recent demands aimed at Anthropic).
Thanks as always for your insight.
Q: Can you comment on results from both WSP and TOI after calls (not sure if TOI has a call). Were there any surprises good or bad? Looking forward, where do you see each 6 months out?
Q: PHX had a big pop in the share price yesterday after they announced their year end financials, as well they announced a special dividend of 20 cents per share. I briefly looked at the financials and it seemed to me that PHX 's yearend looks a lot better in the headlines because they sold a lot of excess equipment. That is not sustainable. I only bought a small position in PHX in January and I am already up about 50 percent. I like the regular dividend and a special divvy is a bonus, but I suspect that the big pop in share price is not sustainable due to the nature of the earnings beat. How do you read PHX yearend financials? Why do you think the shares popped nearly 20 per cent today? And in your opinion is that gain sustainable?
Q: In July last year you found Pulse Seismic quite intereesting. What are your thoughts after ist latest earnings? Buyable? Thanks.
Q: May I have your comments on the Q4.
Still no news on the real estate strategy?
Still no news on the real estate strategy?
Q: Please comment on KSI's earnings. Most metrics look good except for the expanded loss. Any explanation for the increased loss and what do you think of this stock going foward?
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Palo Alto Networks Inc. (PANW $148.99)
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Zscaler Inc. (ZS $165.10)
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CrowdStrike Holdings Inc. (CRWD $379.62)
Q: Would you comfortable initiating a position in either of the above? If yes, which one is your preferred and why?
Thanks
Thanks
Q: Hi 5i,
Thomson Reuters (TRI) has recently displayed several technical signs that could indicate a potential bottom, including bullish RSI divergence, improving MACD momentum, increasing rebound volume, and a possible inverse head and shoulders pattern around the 123–124 level.
Considering both the technical signals and fundamental strength, would you consider the probability of a near-term base formation to be high?
What specific fundamental or technical conditions would you need to see to confirm that TRI is forming a sustainable bottom?
Many thanks for the advise.
Thomson Reuters (TRI) has recently displayed several technical signs that could indicate a potential bottom, including bullish RSI divergence, improving MACD momentum, increasing rebound volume, and a possible inverse head and shoulders pattern around the 123–124 level.
Considering both the technical signals and fundamental strength, would you consider the probability of a near-term base formation to be high?
What specific fundamental or technical conditions would you need to see to confirm that TRI is forming a sustainable bottom?
Many thanks for the advise.