Investment Q&A

Q: Hello 5i,
It’s been almost two years since the last question on MCHP. Could I have your current assessment? Also how it would rank amongst its piers.
Thank you
Dave

Q: Hi 5i,
A couple of somewhat related questions:
I'm curious about the 'expression of interest' someone (or some thing) may have made known to CTS management in the past while. Would a potential purchaser be allowed a peek at the quarterly numbers before they were released yesterday in furtherance of its due diligence research, or have to await the release like the rest of us? My guess is the former, tied to a confidentiality agreement, but I'm not sure if that's the case with a publicly traded company.
And, also wondering: if the numbers were decent - as I thought they were - and no purchase deal gets announced quite soon, is it safe to assume there's likely nothing brewing? Or is it all just a black box until something - anything - is formally announced?
Thanks!
Peter

Q: Hello, Any comments on Lumine Group results ? Thanks

Q: My Tech holdings are getting too high, thanks to your good advice. Would you please provide your current ranking of the stocks listed? I've included GOOGL, even though I believe you place it in the comm/serv sector.

Q: Care to comment on CTS earnings? From what i read, they killed it !

Q: At 8.6x earnings, I find this a steal. For most of 2022 it ran between 6 and 7. It dropped to 4 and a little below in December with tax loss and market backdrop. If you agree with this would you consider this a strong buy especially with shorts needing to cover.

Q: Let's say ONEX's final wish is to sell its shares of Celestica in 2023, what could be the target price if we compare with evaluations and financial statements of Benchmark and Sanmina? I understand it is a wide question, I rely on you to choose the best metrics.
Tks

Q: Peter; Could you comment on both ADBE and CTS earnings and outlook? Thanks
Rod

Q: Can you give the earnings expectation for CTS earnings call today. Thanks

Q: Would appreciate your current opinion on this company in terms of its future growth prospects. The financials look good but is has been a big disappointment. Move onto to something else or continue to hold?

Q: Onex intends to convert its MVS into SVS, on a one-for-one basis. With your financial experience, what do you think can be behind this move?

Q: In my last question I did not have the correct symbol for Sentinel One. (question picked up on Sherrit, which I don't own) Please compare the three cybersecurity companies in terms of hold for recovery, sell for tax loss. I am holding all three at a loss.

Q: Is there any way of knowing if companies like STC, CTS, and other Canadian techs have deposits at SVB?

Q: I have these losers in my portfolio. What would you suggest I do with them. Hold, sell or buy more to bring the cost down?
Thanks

Q: I sold SHOP:US for the tax loss in late December and just prior to my date to repurchase the share price took off. I have been monitoring since. Given recent market action is this a good time to get back in or do you think there is further downside? Thank you.

Q: Do you think the 22% drop in ENGH Friday has any flow through to CSU? Both stocks had been performing very well.

Q: I wonder why this stock dropped so much on Friday's trading, earning related or SVB related? Thanks.

Q: Hi 5i, I imagine when trading resumes that there'll be another large drop. What would you do? Thx.

Q: Although I don't have a question I thought it very interesting that the CEO bought a considerable amount of DSG stock recently.

President & Chief Operating Officer John Scott Pagan bought stocks of The Descartes Systems Group (DSGX) for C$3,252,281.

Sheldon

Q: Can you please comment on the breaking news after hours of the Roku cash deposits at SVB, particularly those that may be uninsured and what this means for Roku going forward. Please provide any updated opinion on Roku as a result of this developing story.