Investment Q&A

Q: What do you think of PKI earnings. On surface, they look good. how should price react?

Q: I would be interested in your critical opinion of the latest financials release on TOI?In particular any shortcomings in the business model that concern you?

Q: Trisura just annonced preliminary results for Q1. Could you comment please.

Thanks

Q: Any thoughts on what is going on with Leons the past few days? With the retail landscape seemingly taking a hit the last while with recession concerns, is this stock in for a fall?

Appreciate your insight.

Paul F.

Q: Since Earnings Croxs has dropped precipitously . Do you still have faith in this company?

Q: Would you endorse a switch from GSY to CM if one was looking for a more stable name with still good upside from current stock prices and a solid dividend yields

Q: The market doesn't seem to like Q1. Could you provide your thoughts on their results and if it changes anythings on your appreciation.

Thanks

Q: I need to raise some $US cash soon. Could you please rank these stocks for how they would perform during a recession? Thank you.

Q: Hi Team,

What are your current thought on this after the short report? Good opportunity to buy for a nice dividend?

Q: Can I have your overall opinion of Fortinet and in particular comments on the company's first quarter earnings announced on May 4th. I own a small amount and I am considering adding to the position. Your comments please.

Q: earnings didn't look great. Thoughts? What does future look like? Is this a one off?

Q: I have RRSP, TFSA and NREG accounts. I'm looking to buy Brookfield Infrastructure Corp in each. Is there a difference between BIP versus BIPC and does it matter which I hold in each of those three accounts?

Q: What has caused the big drop in Nutrien the last few days?

Q: Hello, do you like SBUX after the 9% drop for a 5-year holding period and if do, why? Thanks

Q: Hi Everyone at 5i!!
I bought some TSM just about the time Buffett bought his stocks in TSM. Unlike Buffett, I did not sell mine when he did, which was shortly after he bought them, citing geopolitical concerns. I find this a head scratcher. Why? To approve of an investment and then quickly disapprove, it seems someone at Berkshire was asleep at the wheel . This was rather sloppy of them. Just like the Fed, you don’t want to bet against Warren, but still, my inclination is to hold onto the stock since I am a long term investor. What are your thoughts on TSM?
Cheers,
Tamara

Q: Hi!
I just read piece about CIX in the Globe here: https://www.theglobeandmail.com/business/article-ci-financial-us-expansion-leave-canada/ .

It is a far from flattering description of CIX (says the CEO is overpaid, and the CEO overpaid for the US businesses, too much debt).

I have a couple of questions.

1) The article said that the CI will delist from the NYSE and be listed only on the TSE,
This seems like a bad development. What do you think?
2) Also, there is the talk about the IPO. Well, what does that exactly mean for share holders (ideally)? Would the IPO lead to a pop in CI's share price?
3) Would it end up being a dilutive transaction?

Maybe I am being pessimistic, but the outlook for CI seems...unprofitable...and I fear the worst (permanent loss of capital).

Q: in laymans terms why are a lot of the regional banks in the u.s. dropping like a rock.
will this affect the canadian banks in your opinion .

Q: Would Shopify still be a buy even after today's big increase, thanks?

Q: Your observations on todays earnings please.

Q: i own some of smci based on a recommend in an answer to a question to 5i a while back. thank you.
my question after their fantastic earnings report , is smci still a buy or getting too expensive. dave