Investment Q&A

• Elastic N.V. (ESTC)
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Q: Hi 5i Team,
Pls comment on Elastic N.V. Qtr earning and this company going forward, do you still like it, is it still a buy?
Thank you .

Upvote 10

Read Answer Asked by Pui on March 01, 2024

• Starbucks Corporation (SBUX)
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Q: Why is Starbucks having such a hard time? The price is where it was at in 2020. Not moving much. I thought they recently reported decent results.

Upvote 4

Read Answer Asked by Dave on March 01, 2024

• Berkshire Hathaway Inc. (BRK.B)
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Q: If you could choose only 1 US stock to invest your entire portfolio in for 10 years, which one would you invest in today? (clearly you would never recommend only 1 stock for an entire portfolio, but if you were forced to, which stock do you have the most faith that it could likely beat the S&P500 index over that time period?)

Upvote 14

Read Answer Asked by Charles on March 01, 2024

• Stantec Inc. (STN)
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Q: In my previous question I asked for your STN latest Q report evaluation. You stated it is coming but i haven't seen it yet.

Upvote 3

Read Answer Asked by JR on March 01, 2024

• TECSYS Inc. (TCS)
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• Lumine Group Inc. (LMN)
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Q: Hi Peter and 5i,
Who's your pick for the more growth over the next 5 years between TCS & LMN?
Thanks so much.

Upvote 10

Read Answer Asked by Dennis on March 01, 2024

• BTB Real Estate Investment Trust (BTB.UN)
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Q: Please comment on BTB.un and their recent financials including any going forward comments you may have. Thank you.

Upvote 3

Read Answer Asked by James on March 01, 2024

• BWX Technologies Inc. (BWXT)
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Q: May I have your thoughts on BWXT’s latest quarter released yesterday? They are up about 11.5% today so I’m assuming a solid beat. How’s their debt level, are they paying it down? Any thoughts you have would be appreciated.
Regards,
Jim

Upvote 5

Read Answer Asked by James on March 01, 2024

• CI Galaxy Ethereum ETF (ETHX.B)
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Q: I have a very small amount invested in ETHX.B and my 22 year-old son is convinced I should have more invested in ethereum. I am a value investor in my 60s and just don't get cryptocurrency. Your comments appreciated regarding the future of ethereum.
Thanks!

Upvote 8

Read Answer Asked by Grant on March 01, 2024

• Fulgent Genetics Inc. (FLGT)
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Q: Would you please give me your evaluation of FLGT's recent quarter. On the surface it appears quite positive, however the stock is down 10%. Was it their guidance that turned the market sour? I am also perplexed - they state they carry $28/share in cash and marketable securities yet the stock is trading at $23 implying that when you strip out cash the business is worth NEGATIVE $148,000,000. Does this mean the market believes something is fundamentally wrong with the business and/or management? Finally, as a shareholder should I be running for the hills or is this a case of the market mispricing an asset?

Many thanks
Scott

Upvote 3

Read Answer Asked by Scott on March 01, 2024

Q: hi all: LMAT

lamaitre vascular

can you give me your input and outlook for this one?

thanks in advance

Upvote 2

Read Answer Asked by Robert on March 01, 2024

• Surface Metals Inc Com (ACME)
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Q: Please comment on the financial results of ACM Research (ACMR); your outlook for the company; and whether you'd consider it buyable. Thanks.

Upvote 2

Read Answer Asked by Brent on March 01, 2024

• PHX Energy Services Corp. (PHX)
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Q: seems to be on a downturn-reports seemed ok prior- could you comment ?

Upvote 2

Read Answer Asked by terrance on March 01, 2024

Q: From your point of view, what are the pros and cons of Buffett's preferred ''operating earnings'' metric versus industry-conventionn ''net earnings''?

Thanks

Upvote 3

Read Answer Asked by Daniel on March 01, 2024

• MDA Space Ltd. (MDA)
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Q: What’s your thoughts on today’s earnings and future outlook….

Upvote 4

Read Answer Asked by Sonny on March 01, 2024

• BMO MSCI India Selection Equity Index ETF (ZID)
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• iShares India Index ETF (XID)
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• iShares MSCI India ETF (INDA)
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Q: What is the best etf or mutual fund to invest in India? As well do you think it is a good area to invest in right now?

Upvote 5

Read Answer Asked by Gary on March 01, 2024

• Stella-Jones Inc. (SJ)
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Q: Please comment on its QR . Why such a big drop of price?

Upvote 5

Read Answer Asked by victor on March 01, 2024

• UnitedHealth Group Incorporated (DE) (UNH)
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Q: Hello, you recommended UnitedHealth Group Inc. (UNH) in the past. The recent launch of an antitrust investigation against UNH has led to a sudden drop in the stock price. I’m curious about your thoughts on this investigation. Do you believe it will cause any damage to the company? And considering the circumstances, do you still consider UNH a good buy? Thank you!

Upvote 4

Read Answer Asked by Esther on March 01, 2024

• Tamarack Valley Energy Ltd. (TVE)
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Q: Hi folks, opinion on FY23 & Q4 results for Tamarak tve/t....Q4 seems greatly improved operational results, and nice paydown in debt....Buy/Hold/Sell....thanks as always, jb Piedmont QC

Upvote 12

Read Answer Asked by John on March 01, 2024

• PepsiCo Inc. (PEP)
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• Philip Morris International Inc (PM)
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• British American Tobacco p.l.c. (BTI)
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Q: Do you consider the dividend streams from the above companies to be safe? Do you forsee issues with even moderate growth for the companies as they say they are diversifying ( cough ). thanks al

Upvote 2

Read Answer Asked by alex on March 01, 2024

• Illumina Inc. (ILMN)
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• Medtronic plc. (MDT)
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• Stryker Corporation (SYK)
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Q: How would you rate ILMN overall since 2024? Is it still a takeover target in your estimation and who would be the top ones that would make most sense to acquire ILMN?

Upvote 1

Read Answer Asked by MG on March 01, 2024