Investment Q&A

Q: May I get your thoughts on this company? Thanks.

Q: "History doesn’t repeat itself but it often rhymes". Does the AI/tech surge remind Peter of anything in the markets before in history? If so, how does it all end?

Q: Morning, thoughts on the WDAY quarter and how you feel about the potential for this company.

(Also, when does LMN report?)

thanks, M

Q: Your thoughts please about the merger with Discover and their competitiveness versus the dominance of Mastercard and Visa

Q: The Fed bailout ends March 11. Is it a big nothing burger, or something to pay attention to for equity owners? If so, what is the potential risk?

Q: Why it keeps going down?

Thanks,
Milan

Q: Is the FOXF growth story broken or just terrible macro right now? Are they losing share to a competitor? They have had a bumpy ride with the earning shocks and wondering if they can still kick it back into high gear. Or if earnings will continue to deflate.

Q: What’s the best strategy to purchase Vrt? It doesn’t seem to be pulling back much?

Q: I have been interested in this company for quite a while.

You seem positive on it but one of your answers suggested that it may be a bit expensive.

Is it a good point to buy? Also, what metrics in the company profile would most help me to determine if a company is reasonably priced?

Q: Can I please get your comments on Shift4 Payments latest results? Thanks

Q: Thanks to Peter, Ryan and the 5i Team, my portfolio has recovered from the Tech Wreck of 2022. Much of this is due to my holdings in Nvidia and SMCI. I have been trimming some along the way up, but Nvidia is now over 12% and SMCI is over 6% of my portfolio. This time around, I'd like to hold on to my gains (unlike in 2022).

My questions are: What "sleep at night" ETF or stock might you suggest to put some of my profits into (sector doesn't matter)? Also, what percentage of your holdings would you be comfortable with SMCI going to?

My pension covers my living expenses, so I am able to take a little more risk.

Thanks,

Brad

Q: CSCO reported miserable earnings on February 15 and guidance was also poor. I understand the company will also raise more debt. I am not clear on the company’s reasoning for yet more debt. CSCO was added to AAII’s “stock super stars” list in February 2016 under its “good values” strategy. I was thinking of selling CSCO last year but held off when I saw the business was added to Morgan Stanley’s global dividend portfolio in June 2023. I continued to on to CSCO, especially as hardly any of my other holdings pay dividends. Given CSCO’s latest report and guidance, is it worth holding on to CSCO for investors whose folio is all US, and who are getting concerned that their folio generates little dividend.

If its worth holding on to CSCO, please comment on the company’s business model, the strength or not of its suite of security products. Please also comment on CSCO’s PEG ratio, its debt to equity in addition to its competitive position and moat referenced above. Many thanks.

Q: If you had to put a value on SMCI today based on it's fundamentals and earnings potential what price range would you put on it?

Thanks in advance.
David

Q: Thoughts on the quarter and commentary ? We already have a big position. Is there any good reason you would'nt add more ? Thank you.

Q: Any concerns with the Booking Holdings results? Possible regulatory issues in Spain.

Q: Hello 5i
Could I have your assessment of Parsons?
Thank you
Dave

Q: Would like your thoughts on this company and whether it is a buy, sell or hold. Thank you!

Q: 3 short questions:
(1)XSU:CA is the TSX listed hedged version of IWM:US. Is there an unhedged version of IWM:US on the TSX?
(2) Is there a listing on the TSX for IWN:US; either hedged or unhedged?
(3) XSMC:CA (100% IJR:US) has net assets of only $35M compared to net assets of $544M for XSU:CA (100% IWM). Can I conclude from this that IWM is the more popular US small cap ETF in Canada? 5i research has suggest the IJR holds larger, possibly more stable US small caps compared to IWM.
Thanks!

Q: How do you explain the amazing financial results of speciality insurance group lately. Can we expect a continuation, should we be aware of possible headwind in the futur?

Thanks

Q: I believe these 2 companies are in the same sector, Information Technology. Both are supposed to have weak performance in 2024. Do you consider one company better than the other? Do you agree that they are not competitor's, each having their own separate niche? Do you think COHR is a better run company than KEYS? COHR's share price seems to be acting better than KEYS which may have more to do with COHR's proximity to AI. I'm mulling over selling KEYS to buy more COHR. Already got lots of NVDA and SMCI. I see COHR's CEO is retiring, potentially increasing the risk profile of the company.
Not sure what to do!
Regards,
Jim