Investment Q&A

Q: Switch AC for TFII? I want to keep the sector. I was thinking of first waiting for AC to bounce of its drop. What do you think? Thanks.

Q: Hi 5i,
A couple of somewhat related questions:
I'm curious about the 'expression of interest' someone (or some thing) may have made known to CTS management in the past while. Would a potential purchaser be allowed a peek at the quarterly numbers before they were released yesterday in furtherance of its due diligence research, or have to await the release like the rest of us? My guess is the former, tied to a confidentiality agreement, but I'm not sure if that's the case with a publicly traded company.
And, also wondering: if the numbers were decent - as I thought they were - and no purchase deal gets announced quite soon, is it safe to assume there's likely nothing brewing? Or is it all just a black box until something - anything - is formally announced?
Thanks!
Peter

Q: Has your view changed that CTS could well be $9 in light of their earnings? If so, specifically what has changed? From your comments today, it appears the flavour doesn't quite taste as good now.

Q: Hi 5i,

Would appreciate your thought on recent results and any forward guidance, plus the recent purchase.

Thx.

Q: Your analysis of earnings and outlook please


Sheldon

Q: Your thoughts please on the latest quarter?


Thx

Q: Care to comment on CTS earnings? From what i read, they killed it !

Q: In a prior question you mentioned that Goeasy's "funding may slow down or cost more if investors get nervous in general, but it can't really experience a 'run' on current funding like a small bank can". I am trying to understand why Goeasy can't experience a 'run'. What is different with this company? You had also mentioned that it has a different funding base. Thank You.

Q: Seem to be some good deals out there. Would you be able to suggest a list of top 10 compelling buys in this current market decline?

Q: What small to mid cap companies can you recommend that have been beaten up due to market conditions but have a high chance of success long term? Looking at a potential entry point this year with the prospect of beating out the returns of larger cap names that may be in a similar situation. Could you also give a brief thought on the risk/reward of this approach as well. Thanks very much.

Q: Am I correct in assuming the Svb banking failure could benefit as Csu may be able to purchase prospects at a cheaper price?

Q: Do you have any concerns for GSY considering the current banking situation. Thanks for your response.

Q: What are the companies getting attractive in these times?..I bought some BN..it had a 4% drop yesterday..Please suggest any quality companies to watch. Thanks.

Shyam

Q: I sold SHOP:US for the tax loss in late December and just prior to my date to repurchase the share price took off. I have been monitoring since. Given recent market action is this a good time to get back in or do you think there is further downside? Thank you.

Q: What are earnings expectations for Mar 23rd? Would you buy now or wait until and see after the earnings release? Thanks.

Q: Hi 5i, I imagine when trading resumes that there'll be another large drop. What would you do? Thx.

Q: Although I don't have a question I thought it very interesting that the CEO bought a considerable amount of DSG stock recently.

President & Chief Operating Officer John Scott Pagan bought stocks of The Descartes Systems Group (DSGX) for C$3,252,281.

Sheldon

Q: WELL bought Circle Medical out of Silicon Valley. How exposed do you believe WELL is to the SVB banking collapse ?
Thank You for you great efforts during these unpredictable times

Q: How bad is this news of their money being in the SVB bank?
Could this scenario bankrupt acuity ads?

Q: Your take on the halt and the reason behind it?