Investment Q&A

• Fortinet Inc. (FTNT $81.40)
  • $81.40 P/E (TTM): 33.44X Cap: $60.42B
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• Palo Alto Networks Inc. (PANW $176.11)
  • $176.11 P/E (TTM): 112.01X Cap: $123.34B
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• CrowdStrike Holdings Inc. (CRWD $441.71)
  • $441.71 Cap: $111.27B
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Q: Is there an opportunity to take advantage of the recent pullbacks in cybersecurity stocks, such as CRWD, PANW, and FTNT,? Given the time of year, might it be better to wait for further declines? Would CRWD still be your favourite?

Upvote 4

Read Answer Asked by Rupert on August 08, 2025

• Nebius Group N.V. (NBIS $88.22)
  • $88.22 Cap: $20.28B
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Q: I would like to reiterate the big thank you for this name. I would never have considered it but for your service. Based on your comments, I took a large position which has worked out extremely well. Thank you!

Jason

Upvote 20

Read Answer Asked by Jason on August 07, 2025

• Constellation Software Inc. (CSU $2,514.84)
  • $2,514.84 P/E (TTM): 57.48X Cap: $53.25B
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Q: I know there is no news on CSU which reports tomorrow. It is sitting on its 200 day moving average and is the third time this year it has had a sell off to this level (actually Liberation Day (April) it fell through the 200 day), only previously to make a strong comeback. Are you concerned CSU is missing the AI craze with its long time tested acquisition strategy? Is it the Adobe of the TSX (ie. great business but not sufficiently relevant in AI)? Thanks so much.

Upvote 6

Read Answer Asked by Keith on August 07, 2025

• Marvell Technology Inc. (MRVL $78.87)
  • $78.87 P/E (TTM): 27.69X Cap: $66.93B
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Q: MRVL is said to have a attractive future in AI but has not participated in the recent rally. Can you provide your thoughts on its finances, area of specialization and future prospects, please.

Upvote 1

Read Answer Asked by Theodore on August 07, 2025

• Fortinet Inc. (FTNT $81.40)
  • $81.40 P/E (TTM): 33.44X Cap: $60.42B
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Q: Can you provide some background to the big drop in Fortinet today please.?

Upvote 2

Read Answer Asked by Mark on August 07, 2025

• Constellation Software Inc. (CSU $2,514.84)
  • $2,514.84 P/E (TTM): 57.48X Cap: $53.25B
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Q: Any new thoughts commentary on CSU ……?

Upvote 4

Read Answer Asked by Kim on August 07, 2025

• NVIDIA Corporation (NVDA $189.95)
  • $189.95 P/E (TTM): 47.43X Cap: $4.64T
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Q: Hi Would you initiate a new position in Nvidia now? This would be for a hold for a minimum of three years. thanks.

Upvote 7

Read Answer Asked by John on August 07, 2025

• Kinaxis Inc. (KXS $135.88)
  • $135.88 P/E (TTM): 81.67X Cap: $3.85B
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Q: Could you report on the Q release. What numbers do you feel are most important for evaluating KXS ?
Are you comfortable holding a full position after viewing KXS 2nd Q?

Upvote 9

Read Answer Asked by Harry on August 07, 2025

• Kinaxis Inc. (KXS $135.88)
  • $135.88 P/E (TTM): 81.67X Cap: $3.85B
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Q: Can you comment on earnings. Seemed generally ok but some slight misses compared to expected. Don’t understand the big drop on Wednesday.

Upvote 9

Read Answer Asked on August 07, 2025

• Kinaxis Inc. (KXS $135.88)
  • $135.88 P/E (TTM): 81.67X Cap: $3.85B
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Q: I believe reports tomorrow. It's down over $9 at 1pm Wednesday. Any news to explain this? Does someone know something that will be public tomorrow? I note volume isn't huge but it's still a big drop. Thoughts?

Upvote 4

Read Answer Asked on August 06, 2025

• Apple Inc. (AAPL $265.11)
  • $265.11 P/E (TTM): 34.78X Cap: $3.81T
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Q: Hi 5i, Any news regarding today's pop in Apple? Thx.

Upvote 3

Read Answer Asked by Christopher on August 06, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $183.09)
  • $183.09 P/E (TTM): 95.83X Cap: $232.49B
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Q: Earnings look very good. Can you comment after the call with emphasis on what the key strengths are and what potential dangers might be going forward. It seems they are the complete masters in their field and aren't resting on past performances.

Upvote 19

Read Answer Asked on August 06, 2025

• MDA Space Ltd. (MDA $37.76)
  • $37.76 P/E (TTM): 45.21X Cap: $4.85B
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Q: Can you provide an updated opinion and stock price target for MDA.

Upvote 4

Read Answer Asked by Kim on August 06, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $183.09)
  • $183.09 P/E (TTM): 95.83X Cap: $232.49B
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Q: I know the conference call has not occurred yet, but can I please get initial comments on earnings.

Upvote 12

Read Answer Asked by Aaron on August 06, 2025

• Arista Networks Inc. (ANET $140.35)
  • $140.35 P/E (TTM): 53.69X Cap: $178.49B
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Q: Hi, Could you please comment on ANET earnings. Thank you

Upvote 1

Read Answer Asked by francis on August 06, 2025

• Topicus.com Inc. (TOI $101.18)
  • $101.18 P/E (TTM): 866.77X Cap: $8.46B
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• Lumine Group Inc. (LMN $22.49)
  • $22.49 P/E (TTM): 84.85X Cap: $5.75B
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Q: Would you be comfortable adding after latest earnings release ?

Is there a preference for one over the other, today, with more visibility about integration of recent large acquisitions ?

Upvote 11

Read Answer Asked by rajeev on August 06, 2025

• Celestica Inc. (CLS $399.04)
  • $399.04 P/E (TTM): 45.61X Cap: $44.01B
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• Lumine Group Inc. (LMN $22.49)
  • $22.49 P/E (TTM): 84.85X Cap: $5.75B
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Q: for a long term hold, which stock looks best to you - Lumine or Celestica. Many thanks

Upvote 16

Read Answer Asked by Patricia on August 06, 2025

• Nebius Group N.V. (NBIS $88.22)
  • $88.22 Cap: $20.28B
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Q: Blaize Holdings was mentioned on BNN along NBIS as a company to watch.

Size wise no comparison, very small. What’s your take?

Upvote 5

Read Answer Asked by JR on August 06, 2025

• kneat.com inc. (KSI $4.54)
  • $4.54 Cap: $429M
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Q: Please comment on earning. Thanks for your excellent service .

Upvote 6

Read Answer Asked by Lai Kuen on August 06, 2025

• Sportradar Group AG (SRAD $18.60)
  • $18.60 Cap: $5.42B
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Q: Hi team,
Sportradar dropped today on earnings. What’s your take on earnings and the company’s growth prospects from here ? Is it a buy, hold, or sell now after today’s dip?

Thanks,
Shane

Upvote 8

Read Answer Asked by Shane on August 06, 2025