Investment Q&A

• Axon Enterprise Inc. (AXON $533.77)
  • $533.77 P/E (TTM): 175.77X Cap: $42.86B
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• SoFi Technologies Inc. (SOFI $26.24)
  • $26.24 P/E (TTM): 49.68X Cap: $31.64B
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• Cellebrite DI Ltd. (CLBT $18.30)
  • $18.30 Cap: $4.35B
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• Sezzle Inc. (SEZL $51.67)
  • $51.67 Cap: $1.76B
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Q: A while ago you guys offered up an interview with Chris and Peter. They were talking about the ideal stocks and why Peter selects them.

The recco from Peter during that episode was Axon and why it was so amazing. Well, everything Peter stated has proven to be right and stock is up close to 100%.

Does Peter have another stock he loves as much as Axon was loved during that interview?

With thanks

Sheldon

Upvote 24

Read Answer Asked by Sheldon on November 12, 2024

• Digital Turbine Inc. (APPS $4.75)
  • $4.75 Cap: $530M
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• Blink Charging Co. (BLNK $1.41)
  • $1.41 Cap: $181M
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Q: thoughts thanks

Upvote 1

Read Answer Asked by cliff on November 12, 2024

• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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Q: I have been following this company for a while, with the idea of purchasing a position. Things seem to be moving forward, decent growth. Looking at Q3 results would you see this as a time to become a shareholder?
Why?

Upvote 1

Read Answer Asked by Harry on November 12, 2024

• NFI Group Inc. (NFI $13.04)
  • $13.04 Cap: $1.55B
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Q: Analysis on the quarter and outlook.

Thanks Greg

Upvote 1

Read Answer Asked by Greg on November 11, 2024

• ENI S.p.A. (E $37.99)
  • $37.99 P/E (TTM): 20.36X Cap: $62.76B
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Q: could i get analysis on earnings- doesn't look good on the surface - just a delay in orders?

Upvote 2

Read Answer Asked by Scott on November 11, 2024

• Kraken Robotics Inc. (PNG $5.32)
  • $5.32 P/E (TTM): 86.0X Cap: $1.62B
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Q: Is there anything new you can add as to why the strong upward trend in the past few days?

Upvote 1

Read Answer Asked on November 11, 2024

• Kraken Robotics Inc. (PNG $5.32)
  • $5.32 P/E (TTM): 86.0X Cap: $1.62B
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Q: A previous question was answered on expected PNG earnings. The concensus was provided. Estimates EPS 1c; revenue $24.05M. Expected November 13 (not officially announced, however). Does 5i have a different view? What are your expectations? Since the bought deal closed a week ago, the stock has been very strong. Is it getting ahead of itself? Is it best to sit and see what happens with earnings before buying?

Upvote 1

Read Answer Asked on November 11, 2024

• illumin Holdings Inc. (ILLM $1.00)
  • $1.00 Cap: $54M
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Q: Your thoughts on earnings report

Upvote 2

Read Answer Asked by Dana on November 11, 2024

• Kraken Robotics Inc. (PNG $5.32)
  • $5.32 P/E (TTM): 86.0X Cap: $1.62B
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Q: Does Kraken report earnings soon?Expectations?

Upvote 1

Read Answer Asked by Kim on November 11, 2024

• iShares Russell 2000 Growth ETF (IWO $306.96)
  • $306.96 P/E (TTM): 22.39X Cap: $12.35B
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• iShares Russell 2000 ETF (IWM $233.47)
  • $233.47 P/E (TTM): 17.3X Cap: $67.46B
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Q: What is the difference between these two and which do you like better?

Upvote 3

Read Answer Asked by Carla on November 11, 2024

• Clear Secure Inc. Class A (YOU $34.94)
  • $34.94 P/E (TTM): 27.49X Cap: $5.07B
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Q: Hi 5i,
What is 5i opinion after earning release ,,,,SP down about 23 % ,,,,Did they miss earnings bigly? How do you view going forward.... Would 5i be interested and at what price....

thx

Upvote 1

Read Answer Asked by jim on November 11, 2024

• Pinetree Capital Ltd. (PNP $11.91)
  • $11.91 P/E (TTM): 3.66X Cap: $109M
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• Spotify Technology S.A. (SPOT $636.45)
  • $636.45 Cap: $130.58B
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Q: Hi Peter,

Can I get you to compare Chapters Group AG to Pinetree Capital. Both are small cap holding companies. Do you see a lot of similarities between the two and would they be comparable. Both have had good runs.

I appreciate your views.

Thanks

Upvote 1

Read Answer Asked by Frank on November 11, 2024

• Cipher Pharmaceuticals Inc. (CPH $13.67)
  • $13.67 P/E (TTM): 14.0X Cap: $346M
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Q: any comment on earnings should i switch to Well health or Vitalhub

Upvote 6

Read Answer Asked by andrew on November 09, 2024

• Kraken Robotics Inc. (PNG $5.32)
  • $5.32 P/E (TTM): 86.0X Cap: $1.62B
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Q: Hi-Kraken is powering upwards very impressively over the last few weeks. I'm unable to find any neaningful news that would explain it. Is there a whiff of a takeover or maybe something else?
I appreciate your business model.
Dave in Montreal

Upvote 3

Read Answer Asked by DAVE on November 09, 2024

• Enterprise Group Inc. (E $1.20)
  • $1.20 P/E (TTM): 26.6X Cap: $93M
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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

• ECN Capital Corp. (ECN $3.02)
  • $3.02 Cap: $850M
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Q: Could you comment on the earnings report, also the guidance given by the company? Would you be a buyer at this price?

Upvote 2

Read Answer Asked by Harry on November 08, 2024

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
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• DoorDash Inc. (DASH $212.08)
  • $212.08 P/E (TTM): 104.0X Cap: $89.19B
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Q: Appreciate thoughts on latest eps and outlook. Thanks

Upvote 1

Read Answer Asked by george 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

• Capstone Copper Corp. (CS $11.23)
  • $11.23 P/E (TTM): 21.71X Cap: $9.19B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.84)
  • $164.84 P/E (TTM): 24.36X Cap: $1.96B
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Q: Good morning,
As the dust settles south of the border, how do you see these two (and related) stocks, as they're connected to EV and renewable energy. Worth purchasing today, or better to look elsewhere?
Thank you.

Upvote 6

Read Answer Asked by Jessie on November 08, 2024

• Sylogist Ltd. (SYZ $5.58)
  • $5.58 Cap: $128M
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Q: could I get your take on earnings? This is a company in transition, as the CEO states “Our Q3 performance further validates our successful transition to a SaaS-driven enterprise,”
Which metrics of the Q3 are most important to validate the above claims... how successful is the transition going?

Upvote 2

Read Answer Asked by Harry on November 07, 2024