Investment Q&A

Q: Current thoughts on this name and it’s near term prospects?

Q: Unusual for CSU to trade down 5% today, possibly in sympathy with TWLO and TEAM, down substantially, 30%-35% on their results.

Despite missing Q3 EPS estimates by a wide margin (not unusual for CSU), would you agree with revenue growth of 33% and forecast 2022 annual cash flow return on equity of nearly 60% there is nothing to worry about here and the drop in CSU today caused by other software companies was unwarranted?

Would you further agree rate of acquisitions for CSU is actually increasing in the current environment?

Thank you.

Q: This company has been a disaster, now 50% lower than its IPO. What catalyst(s) change this momentum for the company share performance (excluding the bear market). Would you invest in this at these prices?

Q: Thoughts on the quarter please?


Thx

Q: thoughts on their quarter please?


Thx

Q: Would you consider Lightspeed an investment or speculation at this time?

Q: what are thoughts on earnings. are you still bullish as a top pick.

Q: With Lightspeed selling off today and anything you gleamed from the earnings call would you be comfortable stepping in here with a long term horizon?

Q: Hi 5i,

Pls comment on their release and what your 3 to 5 year view of the company is, specifically are revenue growth, ROE, and other metrics you see as material.

Thx

Q: Take the growth portfolio as an example, but this could be applied to any of the 3.
Let's say I only want to focus on 5 companies in this portfolio that would make up 100% of my investments could I assume that the top % allocation would be similar to saying these are the ones that we endorse the most? Or is this simply a construct based on the total number of stocks and other factors that you are considering (risk, diversification...). Said differently, how can we use/interpret % allocation of the model portfolios if we are not buying every company in the portfolio? What assumptions can we make, if any? And yes, I understand you can't give direct advice on % allocations as everyone has different levels of risk, goals, etc but simply trying to understand what is the best way to use that information. Thanks!

Q: Please comment on earning report . Thanks.

Q: Came you please give your amalysis of earnings especially of forward looking commentary.

Thanks

Sheldon

Q: Please comment on their earnings. Thank you

Q: Hi 5i, today you replied to Warren's question on DTOL, "and we would be comfortable letting this one go given the comparable attractive buying opportunities right now in the tech space. ".

Please provide 3 to 5 companies that meet the above response, thx.

Q: Could you provide an update on A&W?
I bought it for income, your rating and the news that it had acquired the Canadian rights to Pret a Manger. I was recently in London, and Pret is a very strong brand, with outlets much expanded from several years ago.

Q: Your thoughts regarding their latest results. Thanks. Not private.

Q: What is your opinion on the purchasing of BAM.A shares now to establish a new position. Should the shares be bout now or should one wait for the dust to settle?

Q: thoughts on the quarter please?

Thx

Q: Peter; What is the current short position? Thanks. Rod

Q: Overall, good results and we like the confidence shown by the large dividend bump.

Well, obviously the market doesn't seem to agree with you. The key point is what is the future outlook for the company?

That will be the telltale.


Sheldon