Q: Please enlighten me. Cannot comphrend the Dutch Auction low average bid of $103 as thought that the tender offer should be higher. Also current price of $97.38 - 5.71. Is this the effect of this terrible markets? Txs for u usual great services & views
Q: Is there a reason for the near 7% drop on Friday, following a stellar quarterly report as well as increased guidance for the upcoming year? Was the announced change in CEO that poorly received?
Q: Hello Peter and team,
Your comments on Topicus results were positive but the stock dropped.. Any idea? Is it a good time to increasing one's position in Shopify? Thanks very much
Q: Could you provide an update on the balance sheet of Questor, in particular its balance sheet along with cash and debt positions. Also Insider holdings and trading. Are you concerned that it has not had any press releases in 2022, especially with rising oil and gas prices along with green initiatives. What is your opinion of management. Thanks.
I see a reference to a question on SHOP that they have just announced a 2bil purchase. I thought it was just rumor, I cannot find news of the announcement?
Q: Hello 5i Research
Thank you for the guidance during these difficult times in the market.
I would like to start a small new position in DND and BYD at the current prices .Would you wait for the market to settle or buy now?
Thanks
Q: Hi 5i Team -In a question recently asked you mentioned that Shopify is still not cheap. At what price could it be considered a decent valuation. Also in your answer to a previous question you mentioned Shopify has $6.7 Billion in cash. How much per share does this work out to be and is it a significant amount in this context. Do you see them deploying some of this cash to make an acquisition or even to buy back shares. As a summary, are the fundamentals much the same as they were a few months ago when Shopify's share price was much higher. Thank you.