Investment Q&A

Q: Hello, can you comment on Palo Alto’s latest earnings report and guidance? Is the price drop (Wed morning) overdone? Thanks

Q: What do you think about the risk investing in Mercado Libre. It has a very strong growth profile, with forecasted revenue and EPS GAGR of 30% for the next 3 years. It operates in South America, a region with unsure stability. If one of the countries it operates in has a major macroeconomic downturn (political or economic), then this can deeply affect the company. However, it's growth rate and potentially very high is compelling.

Q: Can you comment the last result.

Thank you

Q: Hello Peter and 5i Team,

Can you please comment on GRMN earnings ? Is there anything else attributing to the share price spike today that you can see?

Thanks,
Dave

Q: Hello Team and good Family Day for the ones in Ontario,

Apart from the market fixation now on overspending on AI which costs a bundle and may not generate more profit, I read somewhere an analyst making a parallel between GE (pre-separation in 3 separate entities) and the 3 members of the Mag 7 listed above. He says they may be going the way GE did when the market started pricing conglomerates the way it did for the last 15 years which consequently brought GE to a very low multiple. What did it for GE, he says, was being involved in different and unrelated businesses, for one, and one strong entity pulling the weight of costly money losing members for another. He says it is also true especially in the AMZN and GOOG cases. What do you think? As always thanks for your strong insight, Adel.

Q: For an Income Portfolio, how would you rank AW, LNF, MKP, MTL and RSI for total return? Which of them increase their dividend annually.? How safe is the dividends for these equities? Which of them would you purchase at current price?

Q: Could you provide results/commentary after TFII's call this morning? Anything noteworthy or worrying? Is call a positive or a negative?

Q: Any reason for the decline in Capstone while other copper producers are up.

Thanks

Dave

Q: Hi,

What do you think of VIC 200? What makes it different from an ETF and would you recommend it for someone looking for lo-volatility broad market exposure? is there a better alternative?

Q: Came across this gold company from an article in The New Money which I read occasionally! What are your thoughts on this 1.6 Billion market cap co.
Is this a possible 10 bagger down the road?
Thanx as Usual
Gary

Q: Any comments on the Indian market, or lack thereof? Is it a good investment going forward? It looks like the biggest ADRs there are the banks. Their economy looks to have good long term prospects.

Q: Current thoughts on PTM? Thanks

Q: I'm moving away from 30 equities to and few ETFs. What do you think of a portfolio made up of SPY 30%, XIC 30%, VIU 20%, and VAB 20%? Or would you rather XEQT 80% and VAB 20%?

Q: Hello Team 5i & Everyone,

May I have your updated assessment on the quality of Devon Energy Corporation (DVN:US) please?

Thank you,

Sandra

Q: Our current Federal government seems to think oil pipelines are the answer to preserving Canadian independence, however as Adam Posen of the Peterson Institute points out, Canada has no internet pipes that don't run through the U.S., its satellites, or cables. Which of course means we have no access to the internet without U.S. permission. What Canadian companies would benefit if the government decided to invest in a Canadian owned and operated internet?

Q: Their latest acquisition seemed to be a good move into the drone data recovery space and with their latest earnings growth and strong business model (eg. getting paid their subscriptions for the gov't upfront to provide upfront cash) and growing focus on non-government areas (eg. military or private sector w/ the Corellium acquisition) what am I missing with this company? Why are investors staying away and creating such volatility when results are good.

Headscratcher on this one...

Q: Your thoughts on this interesting small, risky/looking homegrown. Worth a flyer?

Thanks.

Q: Is now the time to add to this stock. I am down 20% since my
last purchase.

Q: TFII reports later today. Could you provide quick summary and thoughts on the earnings after reporting today. Based on results and commentary, may be time to buy.

Q: Morning 5i staff,
What companies can benefit from the new Defence Industrial Strategy announced by Carney today.
Please provide explanation as to how they can benefit and rate the companies that can benefit the most to least.

Thanks Joe