Investment Q&A

Q: What are your thoughts on their last quarter results ?
Thanks

Q: May I have your opinion on Csu latest earnings report?q

Q: Hi,

What is the reason for sharp drop in Slf? Is this a buying opportunity? Thanks.

Shyam

Q: hi. can you comment on the earnings. and can you comment on why the downturn in the US was not known to investors etc.? quite a shock to those of us following ...
cheers

Q: Crypto is up and the market is strong yet this one has performed poorly since they executed that big bitcoin sale. Am I being impatient or is there a reason to sell and move onto something that is performing better right now? I realize that the stock is up huge on the year - unfortunately I bought after the gain and am now a bag holder (down 13%). Thanks,

Jason

Q: Is tyhere an archive for your best stock ideas. I knoe CLS was there last month not sure what else.


Thx

Q: Your thoughts please on the quarter?Thx

Q: Could you comment on BCE second quarter 2025 results? Thank you

Q: TMX Group has been consistently producing great results, for several quarters, coupled with dividend increases. But, its share price does not seem to be able to rise past $57-$58 level, even with most analysts revising their estimates and price targets, higher.

Is this price action consistent with its historical pattern, or we are missing something ?

Do you continue to like to own the stock for Income and Growth, over next several years ?

Thank You

Q: Hi Team,

Thoughts on GFLS quarter and which company do you think will have greater earnings growth over the next 10 years?

Thanks,

Q: How often do you change the companies included under the "Best Stock Ideas" tab?

What are the general criteria for inclusion?

Thanks,
John

Q: P&C insurance sector has shown signs of weakness, over past several weeks, perhaps due to higher catastrophic losses and pressure on auto premiums. Intact Financial stock has also not been immune and has seen its stock decline over 10% from its recent high of $317. Latest earnings release disclosed weakness in commercial lines, in addition to premiums rates in US.

IFC has been a long time favorite of 5i and stock has performed well, barring the recent softness.

Question is that after 2-3 years of strong performance by P&C sector, do you believe the present weakness to be simply transitionary or it is indicative of a reversal/change of direction in the industry fortunes. And if it is even partly true or possible, how is IFC positioned to protect its business model and revenue/profitability for shareholders ?

The follow up question is that considering these factors, does IFC continue to still present itself as compelling opportunity for a long term investor, as a core position in the portfolio, ignoring everything else as noise ?

Thank You

Q: Could you comment on the Q2, also do you feel the growth rate of Savaria is enough for share holders... is growth enough to drive share price higher?

Q: Can you comment on earnings. Seemed generally ok but some slight misses compared to expected. Don’t understand the big drop on Wednesday.

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?

Q: Hi 5i, thoughts on their quarterly earnings release and fwd guidance, and is it still a fav? Thx.

Q: Hi

Buy, sell, or hold?

It’s down a lot and I’m leaning to selling half.

Thanks

Q: What do you think is going on with CSU.?

Q: In your response you gave to Jon on August 1 you said that one of the most interesting combinations you use for stock analysis is "historical forward return data.

To me thats an oxymoron 'historical forward return'

What do you mean by that.

Thanks

Sheldon

Q: Current thoughts? Is good earnings growth ahead?