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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Completely ignoring CELH's past - just looking forward - how attractive is this company's present valuation? I'm trying to gauge it based on its long term forecasted growth (i.e. present P/E and P/S). Can you comment on PEG? How do these metrics, and any other, compare to a typical company with a similar market cap and projected growth?
Read Answer Asked by James on February 14, 2025
Q: Hi 5i
What is market expecting from panw earnings today, Thursday and would you be comfortable holding going into earnings?

Who are their main competitors and where would you rank them in comparison.
Would 5i be interested in them and at what price ?
thx
Read Answer Asked by jim on February 14, 2025
Q: Is GLPI a reasonably good addition to the less aggressive side of a portfolio? GLPI was added to RBC’s Global Top 30 Ideas for 4Q2024 (updated last October). It remains on RBC’s top 30 ideas for 1Q2025 (updated January 6). If GLPI would not qualify as one of your own best ideas, which companies would 5i think of as better ideas for someone with no exposure to real estate? (For a deferred tax account; Canadian taxpayer) :sab:
Read Answer Asked by Adam on February 14, 2025
Q: Thoughts on earnings?

Specifically I want to ask about these three line items from full year 2024 earnings:

"Total revenue increased 62% year-over-year to $1.3 billion, Ad revenue increased 50% year-over-year to $1.2 billion, and Other revenue reached $114.7 million

Gross margin was 90.5%, an improvement of 430 basis points from the prior year

Free Cash Flow was $215.8 million and capital expenditures were $6.2 million, less than 1% of revenue"

With gross margin being high and Cap-ex being incredibly low; is there something I am missing or is Reddit likely to be very profitable now that the baggage on the books from the IPO is behind them?

How is cap-ex so low? Is that mostly a result of their website having volunteer moderators?

Thanks.
Read Answer Asked by Marco on February 13, 2025
Q: Hi can you please comment on earnings and possible reason for the reaction in after hours trading? as down almost 20% at one point, today looks like it's recovered almost back to yesterday's levels.
and
Seems like not many questions/discussions on 5i about this stock? surprising given it's performance and growth potential.
Read Answer Asked by Mark on February 13, 2025
Q: I hold these small/mid cap stocks. Most have done well.

It looks like the interest rates vs inflation discussion isn’t going away soon and rates may be higher for longer. With this as the backdrop and current uncertainty around the markets is this a time to lighten up on Small/Mid cap stocks and take some profit? Or would you hold?

Thanks
Tim
Read Answer Asked by Timothy on February 13, 2025
Q: Hello 5i
I'm hearing noise about a rotation away from the Mag7 type companies. Could I have your perspective please?
Also what are the expected EPS growth for each of the MAG7 for 2025?
Thank you so much!
Dave
Read Answer Asked by Dave on February 13, 2025
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