Investment Q&A

Q: Please comment on their earning report . Thanks

Q: Has the lumine split from Csu occured?
IF so what is the prefix for "Lumine?

Q: Your last company report on Stella Jones was June 2021. Do you have an update in the works and what is your current perception and recommendation of the stock? Q3 results looked positive and holding steady. Would this be a good opportunity at this time to enter this stock or should I be looking elsewhere? Thanks

Q: Your thoughts on the preliminary Savaria numbers out today?

Thx

Q: For a company that was once going to take itself private do you still see growth or better to move on

Q: Dye and Durban reported results this morning which don't seem to have pleased the market. What do you think of this company? Also, do you find the negative stock action Friday mildly suspicious? This is not normally a stock that jumps up or down that much on no news.

Q: Your comments on ATS earnings please?

Q: Which Canadian Bank has the best current risk adjusted appeal. 3-5 year hold.
Thanks.

Q: Good evening, 5i team

I appreciate having your thoughts on keeping 2 out of these 5 for a pretty condensed portfolio. I sided with BNS & CM among the big 5. Thank you!

Q: Should the news release today about rescheduling the earnings date worry us.

Q: Both APPS and ADW released results last night. I am down over 50% on both. What are your thoughts on these ... should I just take my lumps and move on ? If you suggest keeping, please provide a rationale.

Q: How did tmx do vs expectations in q4 and please can I get your take on the stock in general and how it compares to other peers on valuation. I notice quite a big valuation gap with respect to P/E with some of the bigger stock exchange operators but maybe these are in appropriate? Is it a good buy? Thanks

Q: Could you comment on earnings. Rev's down and stock $ is up? What's Up?

Q: Hi, Could you please comment on Topicus results. Looks like a nice beat on Revenue and EPS to 5i expectations !! 6%/4% organic growth for the quarter/full year seems impressive. Do you think market would like it and stock should regain some strength ? Thank You

Q: Hi team,
Last TOI earnings were alot about making shareholders rich in the spin off. It practically had brought the company down from making money to unprofitable. Since then I have seen zero effort to gain analysts of any sort. In my mind CSU is using the spin off to make currret CSU shareholders rich. Why should I stay invested in TOI?

Q: Can you add comments from the call? Anything material? How do things look going forward?

Q: My portfolio needs more utility, consumer defensive and consumer cyclical exposure. It also needs more international exposure. Do you have a few suggestions that you like now that might kill two birds with one stone? Would be long term holds inside of an RRSP.
Thanks!

Q: Hi Team,
I have recently been looking into ATS and what they do as a company. I am quite intrigued as to what they do, and how their "theme" of business applies in todays world. It seems like they might be in a sweet spot so to say with the whole "Made in America" and "supply chain" issue themes here. Which should bold well in todays world and for the foreseeable future. Especially if North America is starting to ween itself off china from making most things. As well as with the whole automation of goods and making manufacturing more efficient. This all being said; what is your take on this company today? And does it hold the potential to be a "multi bagger" per say in 10yrs? I am mostly focused on buying into companies that have great prospects, are somewhat unique, with good growth/ solid management and track records. This being said...looking at the big run up lately...should I be waiting for a pullback to buy into this name? Or, are there better opportunities I should be buying into right now instead? If so can you name a few? Thanks again!

Q: Earnings just out. Appears very close to estimates, bit high and a bit low on different metrics. Forward looking view from mgt seems strong. Realize conference call is Tuesday am. Can you provide quick initial assessment and then follow-up after the call with more detail.

Q: Any analyst covering Topicus? If so what is expected tomorrow?


Thx