Investment Q&A

Q: What sector would you consider GENI to be in? The profile says "media", but this doesn't quite line up to a list I typically use (Telecom, Utilities, Materials, Industrials, Real Estate, Consumer Discretionary, Consumer Staples, Financial, Energy, Health Care, Information Technology). Do I just need to update my list, or should I fit it in something like Technology?

Q: Hi, I've read in Barron's that Crowdstrike will be laying off 500 staff, replacing them with AI. While obviously difficult for those laid off, I am wondering about the overall impact on CRWD, as I have noted today's negative reaction to the news. Your thoughts and comments on this would be appreciated. Thanks!

Q: Could you please comment on WSP Global earnings. Thank You

Q: I am looking to own some of, this but today the stock price is getting obliterated after earnings. They have purchased a few strategic companies... one could say " investing in future growth." Why so harsh? Do you think the acquisitions will look solid in a year from now? This is a hard company to understand.

Q: I believe ISV reports. May have your comments. What was the dividend increase at TMX?

Q: Can you comment on each one as to viability of investment and also list them from 1 up as 1 being best

Q: Peter and His Wonder Team
Please give your opinion about their Quarterly Report.
What does their future look like? Thank you!

Q: Good afternoon,
Please comment on SMCI`s latest news, earnings, and general state of affairs.
Thank you as always
Nick

Q: Comments on latest quarter.

Q: Your thoughts please on the quarter?

Thx

Q: What would be a good entry point to start a position, it always seems to trade at a premium ?

Q: Good Afternoon: Could you please suggest a good entry point? Thanks and best regards.

Q: Hi 5i, may I have your thoughts on the quarter and forward guidance. I've been waiting patiently, as have you, for their capital spending to see results. Thx.

Q: Wondering your thots on buying Berkshire B currently in view of how strong the stock price has been and if u would buy what level u wud be comfortable paying.

If a third of the company is Cash n one is paying something around 1.6 Book it is expensive Cash at today’s levels .. understandably one is buying management’s ability to deploy that Cash.


Over the past years what range of multiples has BRK.B traded at vs today’s comparable multiples?

Q: I am considering selling off my shares of BEPC and using proceeds to buy BN. I know BEPC has a larger dividend - will BN's growth be able to overcome the loss in dividends?

Q: Hi team,
Can you comment on Gsy earnings. What was expected for numbers? It seems revenue growth was much slower than normal here for these guys. Concerning?

Thanks ,
Shane

Q: Could you please comment on Topicus results. Thank You

Q: Can you please give the breakdown of revenue to show the portion from the search engine. I understand that Google has and is spending a lot on AI but personally I have not felt their search function to change much, if at all. Whereas the new search engines like Perplexity really illustrate how much more can be done to answer queries. Am also wondering if Google is going to stun the world with new search features, or if its bogged down in technical bureaucracy or something in between. It appears not to be nimble in its response to AI market demand. Thank you for your views.

Q: If not already asked: What are your thoughts about DIR.UN’s earnings?

Q: As a shareholder I am curious as to their reasoning for not raising the distribution since inception (about 12 years!). It has been about 6 cents for all that time. I also note that the share price has not been growing also, which more or less defeats any convincing argument that funds are being held back to do accretive acquisitions. The payout ratio seems low for a REIT, at 69%, and I note that it has been steadily decreasing. The share count is also increasing (primarily the DRIP?)
My current view is that I can no longer be a shareholder if there is no dividend increase, or if there is an argument as to why that isn't going to happen.
Do you have any argument that could support my remaining a shareholder in a company where neither the distribution nor the share price is increasing?
Thanks!
Paul K.