Investment Q&A

• Broadcom Inc. (AVGO $359.93)
  • $359.93 P/E (TTM): 103.67X Cap: $1.69T
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Q: Thoughts on earnings report/outlook?

Upvote 2

Read Answer Asked by Kim on December 12, 2025

• ADF Group Inc. Subordinate Voting Shares (DRX $8.23)
  • $8.23 P/E (TTM): 7.18X Cap: $231M
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Q: Please comment on the 3rd q results. For a company that got hammered by tariffs, it seems to be adjusting ok.

Upvote 3

Read Answer Asked by Murray on December 12, 2025

• Evertz Technologies Limited (ET $14.57)
  • $14.57 P/E (TTM): 18.5X Cap: $1.09B
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Q: Comments on the quarter please. Also, do you think this reflects an ongoing improvement or just a single good quarter? Nice special dividend of $1.00 payed on 24 Dec!

Thanks.

Upvote 3

Read Answer Asked by Robert on December 11, 2025

• TerraVest Industries Inc. (TVK $153.39)
  • $153.39 Cap: $3.32B
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Q: First of all thank you for mentioning this in your Q&A so long ago . +1784% since purchase. More evidence to ride your winners and trim your losers.

Can you please comment on earnings.


Sheldon

Upvote 10

Read Answer Asked by Sheldon on December 11, 2025

• Oracle Corporation (ORCL $189.97)
  • $189.97 P/E (TTM): 46.03X Cap: $545.80B
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Q: Do you think the after hours stock price action was warranted or was it a knee jerk reaction to their results?
Is ORCL priced at an interesting level now?

Thnx
Dave

Upvote 5

Read Answer Asked by David on December 11, 2025

• North West Company Inc. (The) (NWC $48.10)
  • $48.10 P/E (TTM): 16.98X Cap: $2.28B
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Q: Thoughts on earnings release and what might be a good entry point if you recommend starting a position? Thanx

Upvote 5

Read Answer Asked by Steve on December 10, 2025

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.87)
  • $49.87 P/E (TTM): 4.05X Cap: $27.01B
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Q: Good morning 5i.

I would appreciate 5i's comments on Forward P/E ratios published in major reporting entities like Globe Investor.

Are these based on consensus analyst projections of forward earnings? Do the forward earnings forecasts exclude large non-recurring transactions (that could flip a 'real' 22 Forward P/E projection into a more attractive looking 11?

In summary, what advice would 5i have on the above, and how much should one take an "attractive looking" forward P/E into consideration when thinking about a stock?

Thank you.

Upvote 3

Read Answer Asked by Edward on December 10, 2025

• Groupe Dynamite Inc. Subordinate voting shares (GRGD $79.00)
  • $79.00 P/E (TTM): 66.92X Cap: $8.55B
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Q: Groupe Dynamite released a very strong Q3 earnings report on Tuesday, with same store sales growth over 30%, earnings per share up 75% and declared a $2.30 special dividend. I have been building a position in this stock since September. What did you think of the earnings report and do you still think it has good upside potential over the next couple of years?

Upvote 5

Read Answer Asked by Dan on December 10, 2025

• Dollarama Inc. (DOL $202.23)
  • $202.23 P/E (TTM): 43.69X Cap: $55.89B
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Q: What are expectations for Dollarama when it reports on Dec 11?
Thank You.

Upvote 3

Read Answer Asked by Tim on December 10, 2025

• Samsara Inc. Class A (IOT $41.39)
  • $41.39 Cap: $25.10B
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Q: Please give me your thoughts on Samsara, and if it looks like a good investment for long term outsized returns? Thx

Upvote 2

Read Answer Asked by Adam on December 08, 2025

• Bank of Montreal (BMO $181.30)
  • $181.30 P/E (TTM): 15.12X Cap: $128.52B
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Q: Can I get your thoughts on earnings today. Also would you buy after todays results and where would you rate the bank in the big six

Upvote 2

Read Answer Asked by Frank on December 04, 2025

• Five Below Inc. (FIVE $183.41)
  • $183.41 P/E (TTM): 32.87X Cap: $10.11B
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Q: Hello, can you comment on their latest earnings? Thanks

Upvote 3

Read Answer Asked by jean on December 04, 2025

• Pure Storage Inc. Class A (PSTG $71.32)
  • $71.32 P/E (TTM): 180.64X Cap: $23.54B
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Q: Why the big drop in SP. Earningd looked good.

Upvote 1

Read Answer Asked by Larry M. on December 04, 2025

• Calian Group Ltd. (CGY $58.57)
  • $58.57 Cap: $664M
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Q: CGY seems to have righted the ship with their Q4 and YE earnings from two days ago. Would appreciate your analysis.

Upvote 1

Read Answer Asked by karl on December 02, 2025

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.93)
  • $5.93 P/E (TTM): 23.72X Cap: $632M
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Q: Could I please have your thoughts on the recent quarter?I think I know your thoughts on the company but maybe you guys see some positives.
Thx

Upvote 3

Read Answer Asked by blake on December 01, 2025

• Exco Technologies Limited (XTC $6.85)
  • $6.85 P/E (TTM): 11.05X Cap: $260M
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Q: Please comment on the latest earnings.

Thank you.

Upvote 1

Read Answer Asked by WAYNE on November 28, 2025

• Brinker International Inc. (EAT $144.45)
  • $144.45 P/E (TTM): 14.77X Cap: $6.41B
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Q: Hell 5i team,

Can you support a buy on EAT even after today's major uptick? Is comparable sales and foot traffic growth enough to support growth over the long term (3-5 years)?

Upvote 1

Read Answer Asked by John on November 27, 2025

• Semtech Corporation (SMTC $72.89)
  • $72.89 P/E (TTM): 115.61X Cap: $6.74B
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Q: Hi,
What are your thoughts in Semtech's earnings? Mr. Market not too pleased.

Cheers, Chris

Upvote 1

Read Answer Asked by Christopher on November 26, 2025

• Palo Alto Networks Inc. (PANW $191.69)
  • $191.69 P/E (TTM): 120.48X Cap: $133.60B
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• Check Point Software Technologies Ltd. (CHKP $192.12)
  • $192.12 Cap: $20.81B
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• Zscaler Inc. (ZS $236.28)
  • $236.28 Cap: $37.67B
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Q: ZS Could you comment on Q1.
Growth seems strong but the price is down pre market.
Is this a long term hold?
Thanks.

Upvote 2

Read Answer Asked by Harry on November 26, 2025

• Alimentation Couche-Tard Inc. (ATD $72.24)
  • $72.24 P/E (TTM): 18.77X Cap: $66.87B
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Q: Your thoughts please on the quarter?No question credit please as this one is in the BE portfolio. THX

Upvote 4

Read Answer Asked by blake on November 25, 2025