Investment Q&A

Q: What does the market expect from CSU next week?


Thx

Q: Could you comment on earnings. How does PRL compare to GSY?
Would you consider this a buy today?

Q: May I have your opinion on their earnings reported this morning, and your opinion on a potential investment in this company in light of current issues with the US banks?

Q: Hi 5i, Propel Holdings just reported, and would welcome your analysis of the results posted and the outlook conveyed.
As best you know, are they generally chasing the same customer as GSY does in their loans business, and would you see Propel more for income, growth, or expect a bit of both? Thanks kindly.

Q: Please review LifeSpeak including latest financial results. I own at a loss position in a TFSA. Does it have any upside? Would you continue to hold or sell?

Q: Please comments on Pltr, is it a buy and hold for long term ? Many thanks

Q: Hello Folks:
As many others I have been hanging onto our Tech stocks (Goog, Amazon and Apple) hopping improvement is in sight.

Currently in consumer stocks we own Costco and Johnson and Johnson and media advises are diversifying more into this segment (eg. Mendalez, P&G etc.) useful strategy.

Do you think thinning down Tech is good advice? Perhaps utilities such as Enbridge could also be good defensive play. We are seniors valuing dividends with which Tech world is parsimonious. Apple appears the best bet in Tech as they actually produce and sell real products. Everything changes, however we value your thoughts and suggestions of including specific equity options (including an ETF). Currently I do not own any ETF's as I have preferred individual companies.
Thank you very much
brian

Q: Please compare these companies in light of a possible recession and the tech and financial sector. Which would be your 1st choice for long term.

Thanks as always and happy to renew my membership again this year.

Q: hi folks..hold Digital Turbine..any/much significance to n/r today announcing ..."Flexion and Digital Turbine Announce Strategic Partnership to Unlock Alternative App Distribution and Superior Monetization"....stock bouncing off recent lows but need the experts opinion on news haha...Buy/Hold/Sell...thanks as always, jb Piedmont QC

Q: Would appreciate your general comments on Irridium Communication. Risk/reward etc. Would you buy it at this stage in our economic cycle?
Thank you

Q: Hi Team,
Any comments on Topicus aquisition announced Friday? I don’t usually see them release much on most their moves, so does this mean this one is of more significance?

Thanks ,
Shane

Q: Hi Peter/Ryan I would like to add some American names as I haven't any in my RRSP or TFSA. Which of these would be best in these accounts. MSFT, NVDA, BRK.B and can you give me one or two other suggestions. Thanks

Q: When Lumine starts trading later this month, I will want to add to the shares that I will receive by virtue of my CSU holding. Is it your expectation that there will initially be some selling pressure and hence price weakness as investors who do not see Lumine as a core holding, sell the shares that they received? Also as was the case with Topicus, can I assume that an additional source of selling will be index funds who will be forced to sell their shares?
In your opinion, when will be the optimal time to acquire additional shares - immediately after they start trading, or gradually over the following weeks?...thanks...Glenn

Q: Could you please rank the above in terms of 1. Upside potential, next 2 years, assuming a significant recovery. 2, Risk

Q: I am considering purchasing CDNS, although it is quite high right now. Also considering either SQ or Nuvei. Wondering what your thoughts might be on these stocks and if I should hold off on purchasing?
Thanks.

Q: Chart is certainly upwards to the right after earnings.

Anything else powering this forward other than upgrades and earnings.

Although that surely is enough.

Sheldon

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.