Q: Hello, I note that you have recently had quite a number of questions about CSU. I am interested in knowing what 5i's thoughts are regarding the recent very strong stock performance. "Why has the stock price increased so dramatically" is my question. I realize it had a good recent quarter, however the price often settles down after a bit with most companies. Not CSU this time though.
Q: Interested in any thoughts on this company given it"s 160 Million dollar Cdn gov contract that appears to provide a nice base to it"s long term prospects.
Q: How much of TD's $1.2T of deposits is in their US banking operations? And does this amount include their ownership in Schwab and other banks they have a stake in?
Is this something to be concerned about, given the potential for a further run on the banks. Thank you.
Q: It's been a while since any questions on this company - what are your current thoughts on it's operations compared to competitors and any thoughts re: catalysts to drive earnings higher?
Q: In the wake of turbulence there is often opportunity - is that the case for "brave" and NOT risk averse investors in the regional banks of the US? If so, what key metrics would you use and do you see some larger and safer opportunities within the regional bank space - maybe this could be an article you could write for clients?
With Pacwest being the latest troubled regional bank, are there any high quality regionals being sold down in sympathy? Feel free to suggest any others not included above.
Q: Forgive my ignorance but has this etf been paying a regular dividend? It used to by loaning shares to shortsellers? Does it still do something similar and what is the dividend payment frequency ? Annually ? Quarterly ? Thanks 👍
Q: Hello 5i, I know you like CRWD as a cyber security company. Over the last 3 years FTNT has increased by 190% whereas CRWD has increased by 61%. I know that past performance is not a guarantee for the future, but if you had to buy just one today which one would you buy? Would you sell CRWD and replace it by FTNT? Thank you