Investment Q&A

Q: Hi,

I know these are some of your favorite cyber security stocks. All of them have drifted down recently. Your uncanny call for FTNT's price of 59 has been reached AND breached!

What would be your new entry points fr these? Please feel free to add any other name if you feel it is warranted.

Q: I hold small, equal positions in both AMT and CCI. I'm down on both and I'm thinking of doing some cleanup. Of the two, is there one you prefer at this time? I'm thinking of selling one and moving the funds over to the other,,,

Q: Morning 5i,
I haven't been able to find DHT.UN results for its quarterly earnings which I think were released on May 6. Perhaps I just don't know where to look. In any event could you please provide your analysis of the results along with any general or specific commentary you might have about the name. I've done well by it and would like to continue holding unless something material has fundamentally changed, or looks like it might.
Thanks,
Peter

Q: I view GSY and PRL investment as one sector; what percentage would you split between the two?

Q: Hi 5i,
I imagine you might get more than a few questions about CTS this week.
I've got quite a bit tied up in it in a TFSA, and keep waiting for my loss to lessen so that I can sell less painfully and move on (as I don't have much faith in the name overall). Today's earnings make me wish I'd already done so.
Please advise what you envision for this name over the next couple of quarters, if you don't mind giving that short term view.
Thanks,
Peter

Q: please comment on converge earnings and your thoughts forward looking.
thank you.

Q: Can I please get your opinion of DE's most recent results. Thanks

Dave

Q: Hello Peter,

What are your thoughts on DE’s quarter?

Is it attractive to you at all? If so, at what price point would you step in?

Q: will you invest the named oil stocks and please rank them in terms of risk and potential. thanks.

Q: What do you think of Payfare's quarter? Thanks.

Q: Hi Team,

I learned about Hammond Power Systems on 5i and bought at $103 in mid-February. I was up over 50% until the announcement of stock based compensation in the latest earnings report. Now I am back where I stared with the price around $105. Do yo think HPS.A is as good investment now as it was in February?

Q: Pls comment on earnings.

Q: Is there I sight that provides information about convertible debenture market in Canada?

Q: Your interpretation of earnings please and opinions going forward.
Thank you

Q: Outlook for both please and which to hold for 2 to 3 years and reasoning. Thanx.

Q: Hello
Can you comment on Pet Value and Real earnings?
Thank you very much.
Stephane

Q: Hello 5i, Could you explain what the Annual Concurrent Retraction is all about.
I own shares in PWI and Option 1 is Retraction. Also could you comment on the company as well as a investment.

Q: Comments on the quarter?

Q: Good morning;

I own the 4 stocks referenced at a 4.5% weight in my portfolio. ILMN was purchased as a turnaround candidate so I wish to keep it. XLV to hedge. UNH I have my initial investment out; it has bounced around quite a bit lately with no clear path but a target +/$75 above current price. May 1st you commented CVS is not one you would add to and it could be a value trap. I've owned it since prior to COVID and missed my opportunity to sell it off.

I want to stay exposed and grow my exposure a bit to the US (and maybe Canadian) health care sector. Other than a very occasional flare of positive results this sector has not been very beneficial to my portfolio other than a bit of modest income. I could part with (in order) CVS, UNH, XLV to build better growth exposure. I would appreciate your top 5 recommended options along with why you would put them on the list.

Thanks very much.

Dave

Q: I am wondering if you can share your insights on recent developments with Lulu and whether you would be growing a position as price is down from their high, or sit and wait considering the less than ideal news lately.