Investment Q&A

Q: Dr Rao,CCO since 3/17, is leaving the co immediately & will be replaced in due course. What is happening & its impact? Thanks for u usual great services & views.

Q: Hi, Please comment on the President's Letter released today, informing of company's change of policy on future dividend payments and large VMS/Non VMS acquisitions. Thanks

Q: Hi 5i
What is your opinion on the Letter to Shareholders just issued today.
Time to be concerned on Constellation’s future?
Thanks

Q: Hi, Did you have a chance to listen to the 1st ever CC hosted by new Management of Sylogist on Wednesday ? If so, any comments.
Also, did you like the results ? Thanks

Q: thoughts on the quarter please?

Q: Thoughts on the quarter please?

Q: KXS seems to be losing its momentum. It had been good for quite a while but now I am wondering if I should sell it and buy a more compelling company?

Thank you, Peter

Q: Bombardier in the news today. The stock is up 10% since your last report. Any thoughts on recent events with respect to DOO?

Q: Hi gang,

I'm a little puzzled by the markets and analysts reaction to the CRH takeover. Is there something I'm missing?

Also if you can provide your quick analysis of how this impacts WELL going forward.

Thx

Q: What does the market expect from CSU tomorrow? Thx

Q: Will the current shortage of chips around the globe affect Photon's business? If so in what way? Would you recommend buy, sell or hold in Photon today? Thanks.

Q: There is a lot of talk about a shift to value stocks. What is and how do I identify a value stock and can you give some examples of current opportunities in your portfolios and generally please?

Q: I am having a hard time valuing some of these growth companies and when to buy.... I bought REAL ahead of earnings and took a bath.... REAL missed earnings by one penny yet doubled previous earnings and painted a rosy outlook in it's conference call ..... I still like REAL but Mr Market doesn't ......Now I am considering XBC which according to 5I's company report was expensive at $7 a share.... So the question is to buy now { if I can get it under $10 } or wait a week until after earnings ? I am well aware these companies are priced according to the future but would like to minimize at least some of the volatility .... So this is simply a before or after question . If 5I wanted to purchase XBC would you do it now or wait until the earnings report ?

Q: hi and thanks, when does PHO report and what are your thoughts?
thanks

Q: Hello,
Would you consider PBH a good inflationary stock?
Thank you

Q: Hi, are higher oil prices a negative for PKI and a likely contributor to its recent weakness.? Thanks.

Q: I was looking at buying lightspeed for a long-term hold, but noticed more insider selling than buying the last 6-9 months; could I have your take on if this would be a good long-term hold despite this? Thank you

Q: Hi 5i
I've read 5i posts regarding insider selling recently The Ink insiders buying report indicates recent buying of about $3M by director.
In your opinion does this increase your confidence in the company's share price going forward and if so to what degree? Or is it simply not that relevant currently?

Would you add to existing position at these levels?

Thx
JIm

Q: Hello,

TFI has announced that they will begin to report in US dollars. Does that mean that they will also pay out dividends in US funds? If so I would journal the shares over to my US account. Thanks

Q: I was fortunate enough to purchase SHOP early on in what is now a RRIF and I sold some of the position to cover my initial cost. It has now grown to about 15% of the portfolio. I understand the merits of diversification but why sell a stock like this when not much else looks better and would be expensive. The odds of finding a similar story at its early stage are equally daunting. SHOP may at sometime fail to meet the inflated expectations but it is still worth holding even if it is suddenly worth just 12% of the portfolio. Tell me why I am wrong.