Investment Q&A

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.

Q: This fund has been recommended to me and would love your feedback.

Q: Hello,
The announcement today of Topicus's CEO taking on additional roles have any longer term impact? Also, the shares are not moving much after the results. What is your overall view? You had recommended RSP as the symbol for equal weight ETF tracking 500 companies in US (to diversify from SPY which has lots of tech exposure). Is there a cdn equivalent for RSP. i cannot seem to find one. thanks very much

Q: Hi Peter,

Can you provide your comments regarding the Press Release today on Topicus and the Robin van Poelje (Topicus CEO) disclosing a temporary role as Chairman and CEO at Your.world . Do you think this may end up being an acquisition target for Topicus. Just wondering if there is anything to read into here?

Q: I believe SHOP releases first quarter results this morning. Once the call is over, can you break down the results and provide some guidance as how you feel the stock will perform near term and longer. Would the stock make your list of top 5 growth stocks to own? If not, why not?