Investment Q&A

• Quarterhill Inc. (QTRH $0.97)
  • $0.97 Cap: $113M
  • View QTRH Profile
  • View Questions on QTRH
  • View Reports on QTRH

Q: last looked at in January. please give current out look

Upvote 3

Read Answer Asked by brian on November 12, 2024

• Firm Capital Property Trust (FCD.UN $6.16)
  • $6.16 P/E (TTM): 17.14X Cap: $226M
  • View FCD.UN Profile
  • View Questions on FCD.UN

Q: Please comment on Firm Capital's recent results. I know you have considered it a high risk income stock but given that it has gotten its payout ratio down to 100% and its limited mortgage renewal over the next two years plus having high rate of occupancy in properties that are in demand, do you feel better about it now?

Upvote 1

Read Answer Asked by Ken on November 12, 2024

• Axon Enterprise Inc. (AXON $532.13)
  • $532.13 P/E (TTM): 133.58X Cap: $41.29B
  • View AXON Profile
  • View Questions on AXON
• SoFi Technologies Inc. (SOFI $19.39)
  • $19.39 P/E (TTM): 32.54X Cap: $24.59B
  • View SOFI Profile
  • View Questions on SOFI
• Cellebrite DI Ltd. (CLBT $13.85)
  • $13.85 Cap: $3.28B
  • View CLBT Profile
  • View Questions on CLBT
• Sezzle Inc. (SEZL $81.53)
  • $81.53 P/E (TTM): 8.35X Cap: $2.13B
  • View SEZL Profile
  • View Questions on SEZL

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 $3.88)
  • $3.88 Cap: $465M
  • View APPS Profile
  • View Questions on APPS
• Blink Charging Co. (BLNK $0.67)
  • $0.67 Cap: $96M
  • View BLNK Profile
  • View Questions on BLNK

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
  • View NVEE Profile
  • View Questions on NVEE

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 $17.48)
  • $17.48 Cap: $2.08B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

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 $44.99)
  • $44.99 P/E (TTM): 22.98X Cap: $72.58B
  • View E Profile
  • View Questions on E

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 $8.60)
  • $8.60 P/E (TTM): 133.83X Cap: $2.64B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

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 $8.60)
  • $8.60 P/E (TTM): 133.83X Cap: $2.64B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

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 $0.95)
  • $0.95 Cap: $49M
  • View ILLM Profile
  • View Questions on ILLM
  • View Reports on ILLM

Q: Your thoughts on earnings report

Upvote 2

Read Answer Asked by Dana on November 11, 2024

• Kraken Robotics Inc. (PNG $8.60)
  • $8.60 P/E (TTM): 133.83X Cap: $2.64B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

Q: Does Kraken report earnings soon?Expectations?

Upvote 1

Read Answer Asked by Kim on November 11, 2024

• iShares Russell 2000 Growth ETF (IWO $338.19)
  • $338.19 P/E (TTM): 22.36X Cap: $13.36B
  • View IWO Profile
  • View Questions on IWO
• iShares Russell 2000 ETF (IWM $264.53)
  • $264.53 P/E (TTM): 17.63X Cap: $76.75B
  • View IWM Profile
  • View Questions on IWM

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 $49.34)
  • $49.34 P/E (TTM): 20.55X Cap: $6.19B
  • View YOU Profile
  • View Questions on YOU

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 $9.79)
  • $9.79 P/E (TTM): 3.23X Cap: $91M
  • View PNP Profile
  • View Questions on PNP
• Spotify Technology S.A. (SPOT $477.11)
  • $477.11 Cap: $95.35B
  • View SPOT Profile
  • View Questions on SPOT

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 $15.49)
  • $15.49 P/E (TTM): 17.02X Cap: $392M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH

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 $8.60)
  • $8.60 P/E (TTM): 133.83X Cap: $2.64B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

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 $1.23)
  • $1.23 P/E (TTM): 25.74X Cap: $95M
  • View E Profile
  • View Questions on E

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 $3.07)
  • $3.07 P/E (TTM): 113.06X Cap: $864M
  • View ECN Profile
  • View Questions on ECN

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
  • View PAY Profile
  • View Questions on PAY
• DoorDash Inc. (DASH $177.33)
  • $177.33 P/E (TTM): 82.74X Cap: $75.98B
  • View DASH Profile
  • View Questions on DASH

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