Investment Q&A

Q: May I please get your views on the most recent results from CCI ? I didn't think that the report was particularly impressive but the stock price has been appreciating slowly recently. It pay a 4.3% dividend but over the longer term I'm not getting a great return. Do you see it as a hold or should I let it go and move on to something better?
Thanks for your advice.
Ian

Q: Please comment on recent earnings and buy, sell or hold. Thank you!

Q: What will the market be looking for from Lumine when it reports this week?
Thx

Q: recent thoughts on recent quarter and for longer term holding.

Q: What do you think of TMX Group results ? Any chance, stock could recover from a precipitous decline over past several weeks ?

Thank You

Q: Please comment on CLS Earnings.

Q: What does the market expect Monday from Celestica with regards to earnings and revenue? Thx

Q: Gentlemen;

Can you comment on the recent earnings report? A very strong reaction to the report this morning.

Q: What is your analysis of its last quarter? It seems that the market likes what it saw. How do you view its prospects over the next 3 years? thx.

Q: What do you think of the earnings announcement on Oct 23rd?

They also increased the dividend by 20%. My notes show this is the 4th time this year they have announced an increase to the dividend (Feb, April, July and October).

Q: Thoughts on their latest quarter.

Q: Hi, Could you please comment on GEV earnings. Thank you

Q: Tfii appears to be getting some legs and wonder if it should be bought before earnings date or wait to see if the transport industry is going to get relieve from tarrifs. Also would tax loss selling have an effect on this stock.

Thanks
Rick

Q: Last week a regular PM on BNN mentioned PBH Q3 results COULD be disappointing ? 5i s thoughts ?

PBH seems to have a trading range last few years ... perhaps time to take profits?

Q: Please comment on latest Q reported friday a.m. and outlook. Buy,Hold or Sell. Txs for u usual great services & views

Q: Could you comment on PNP’s 2Q2025 results. Is AI affecting their results too?

Q: Dear Peter et al:

Both NBIS and SMCI report earnings in early November. (7th&10th)

What are your predictions?
I own positions in both, more so in NBIS than in SMCI. BUT not full positions.
I am particularly worried about SMCI as they are notoriously known to report spurious numbers and get "whacked"! But the price seems to hold steady. If anything it seems to be going up slightly.

NBIS has been drifting lower. Is it because Smart money is expecting bad news? Or people locking in their profits?
Tempted to write cash secured puts for NBIS. An easy way to add IMHO. What Strike Price would you suggest for Nov 7th expiry?
(I know I will get assigned if the earnings report goes ugly!)

Many thanks for your words of wisdom.

Q: What is your opinion of FAST post earnings? Seems to be a quality company but my concern is valuation. Would you start a position here after the drop or do you prefer any competitors? Thanks!

Q: hi
can we get your quick thoughts on the incredible earnings, any significant forward looking statements from the company, buy more now?

Q: Please comment on the recent earnings for $CTAS. Thanks Valter