Investment Q&A

• Sea Limited American Depositary Shares each representing one Class A (SE $148.26)
  • $148.26 Fwd P/E: 200.35X Cap: $87.77B
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Q: Thoughts on their quarter? Has there been much insider buying over the past 6 months?

Upvote 4

Read Answer Asked by Cory on November 13, 2024

• BILL Holdings Inc. (BILL $44.73)
  • $44.73 Cap: $4.98B
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Q: Can I please have your updated view of BILL:US ?
Thank you in advance.

Upvote 1

Read Answer Asked by John on November 12, 2024

• Stantec Inc. (STN $150.96)
  • $150.96 Fwd P/E: 45.06X Cap: $17.21B
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Q: Hi Guys,

Please provide feedback on Stantec's order.

Thanks,

Jim

Upvote 3

Read Answer Asked by jim on November 12, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
  • $153.42 Fwd P/E: 92.01X Cap: $199.04B
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Q: Hi, With the stock's magnificent rally of 25%, Today, after the blow out results, would you consider trimming and rebalancing the SHOP weight in the Balanced Portfolio ( Should be 8.5%, I believe, now from 5.96%, Oct end ) ? Or, you would be comfortable with it and let it run ?

Thank You

Upvote 5

Read Answer Asked by rajeev on November 12, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
  • $153.42 Fwd P/E: 92.01X Cap: $199.04B
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• Shopify Inc. (SHOP $112.11)
  • $112.11 Fwd P/E: 92.01X Cap: $145.44B
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Q: Please give initial comments on Shopify's quarter; thanks

Upvote 22

Read Answer Asked by Aaron on November 12, 2024

• JPMorgan Chase & Co. (JPM $286.86)
  • $286.86 Fwd P/E: 14.08X Cap: $797.21B
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• Alamos Gold Inc. (AGI $36.42)
  • $36.42 Fwd P/E: 42.98X Cap: $15.31B
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• Financial Select Sector SPDR (XLF $52.16)
  • $52.16 Fwd P/E: 42.83X Cap: $49.64B
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Q: Hello Peter,
What are you thoughts on Alamos Gold's results and it is still a buy? What is your view on JP morgan for long term hold given the surge in price recently due to the election results or am i better of with the ETF , XLF? Thanks very much

Upvote 1

Read Answer Asked by umedali on November 12, 2024

• Doximity Inc. Class A (DOCS $60.20)
  • $60.20 Fwd P/E: 54.23X Cap: $11.30B
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Q: Could you give me your take on Doximity earnings please?

Upvote 1

Read Answer Asked by Mike on November 12, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $34.75)
  • $34.75 Cap: $22.87B
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• NFI Group Inc. (NFI $18.34)
  • $18.34 Cap: $2.18B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $44.29)
  • $44.29 Fwd P/E: 540.09X Cap: $28.99B
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Q: I believe all of the companies have reported. May I have your comments please.

Upvote 3

Read Answer Asked by Margot on November 12, 2024

• illumin Holdings Inc. (ILLM $2.17)
  • $2.17 Cap: $112M
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Q: Your thoughts on earnings report

Upvote 2

Read Answer Asked by Dana on November 11, 2024

• Atlassian Corporation (TEAM $187.01)
  • $187.01 Cap: $49.09B
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Q: Please comment on the latest quarterly results. Buy, Hold, Sell?

Upvote 1

Read Answer Asked by Larry M. on November 11, 2024

• Algonquin Power & Utilities Corp. (AQN $7.97)
  • $7.97 Cap: $6.11B
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Q: Could you please comment on the third-quarter results for this company? Have they announced what they will do with the cash that they will receive from the renewable business when it closes? What do you think of the prospects for this company?

Upvote 5

Read Answer Asked by Irwin on November 11, 2024

• Constellation Software Inc. (CSU $4,888.06)
  • $4,888.06 Fwd P/E: 102.3X Cap: $103.58B
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Q: Hi, Could you please comment on CSu earnings. Thank you

Upvote 9

Read Answer Asked by francis on November 11, 2024

• Enterprise Group Inc. (E $1.74)
  • $1.74 Fwd P/E: 39.55X Cap: $134M
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Q: I've had my eye on Enterprise Group for a while, watching its share price shoot up. It released earning yesterday and pulled back 20%. I'm wondering if this might be an opportunity or is this quarter a sign of business fundamentals breaking down? Thx

Upvote 1

Read Answer Asked by Adam on November 09, 2024

• Trisura Group Ltd. (TSU $43.42)
  • $43.42 Fwd P/E: 19.04X Cap: $2.07B
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Q: Hello can you comment of their most recent results, thank you

Peter

Upvote 6

Read Answer Asked by Peter on November 08, 2024

Q: God morning,
What is your opinion on Supermex (SXP) Q3 earnings? Shall we be worried about the large ($23M) asset impairment charge ? Buy/Hold/Sell?
Thank you for your excellent work!

Upvote 1

Read Answer Asked by YL on November 08, 2024

• goeasy Ltd. (GSY $169.63)
  • $169.63 Fwd P/E: 11.15X Cap: $2.79B
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Q: Please comment on earnings; thanks

Upvote 15

Read Answer Asked by Aaron on November 08, 2024

• Meta Platforms Inc. (META $717.51)
  • $717.51 Fwd P/E: 28.05X Cap: $1.80T
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• Pinterest Inc. Class A (PINS $35.42)
  • $35.42 Fwd P/E: 12.88X Cap: $23.96B
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Q: Thoughts on PINS quarter. Buy, sell, or hold? Thx M

Upvote 1

Read Answer Asked by Mark on November 08, 2024

• Airbnb Inc. (ABNB $135.35)
  • $135.35 Fwd P/E: 34.35X Cap: $84.78B
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Q: Thoughts on ABNB quarter. Is there a turn here? Do you have faith in the model. Buy, sell, or hold? Thx M

Upvote 1

Read Answer Asked by Mark on November 08, 2024

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.68)
  • $6.68 Fwd P/E: 20.88X Cap: $722M
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Q: Your thoughts please on the quarter?

Thx

Upvote 3

Read Answer Asked by blake on November 08, 2024

• Manulife Financial Corporation (MFC $41.71)
  • $41.71 Fwd P/E: 15.75X Cap: $71.87B
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Q: Greetings 5i Team - Your thoughts on its latest Q. Do you prefer it over SLF? or could the two be owned? Thank you.

Upvote 3

Read Answer Asked by basil on November 08, 2024