Q: thoughts on the quarter please?
Thx
Thx
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can you please comment on CAE's recent quarterly results. Would you be comfortable initiating a position today? Thanks.
Q: BAM reported today. Your comments and thoughts on recent quarter. Thanks.
Robert I
Robert I
Q: Please comment on quarterly earnings vs expectations because the business they sold to Truist wasn’t included in the quarterly results. Did the remaining 2 businesses meet or beat expectations of analysts?
Q: Please comment on Knight's quarter released this morning. Thanks.
Q: Thoughts on XBC earnings and what they mean going forward.
Q: thoughts on the quarter please?
Thx
Thx
Q: Hi Peter. Your team's thoughts on Savaria - they just reported but looks like they missed the EPS expectations - explanation was inflationary pressure which looks like they are not able to pass off to customers - your thoughts on the performance and going forward...... thank you.
Q: solid quarter thoughts please
Q: Yesterday in response to my question on AT you said: "Our answers can and do change at times. A buy case can be made on any stock (or there would be no trading at all). But.....we also take cues from the market, aggressive selling, execution, peer performance, prices and sentiment."
In today's INK report we learn that AT director Roger Dent bought 80,000 shares at $4.94 to hold 50,000 shares. What cues do you take from this?
In today's INK report we learn that AT director Roger Dent bought 80,000 shares at $4.94 to hold 50,000 shares. What cues do you take from this?
Q: RBC Paul Treiber has put a $2700 target on CSU. Do you look at other analyst reports? and if so do you agree with the thesis?
Thx
Thx
Q: Thoughts on recent quarter and future. Thanks.
robert
robert
Q: Hi Guys,
I now have a 5% weighting of Lightspeed in my portfolio.
With the recent sell off and possibly the likelihood of increasing inflation should I reduce my weighting?
What would you suggest ?
Peter
I now have a 5% weighting of Lightspeed in my portfolio.
With the recent sell off and possibly the likelihood of increasing inflation should I reduce my weighting?
What would you suggest ?
Peter
Q: Can you comment on earnings. How did they do compared to expectations? What do you see going forward? Would you complete a position at this time?
Q: Hello. Can you please comment on the TMX Group results released last night. Do you think it is a good time to buy?
You guys do great work! Thanks
You guys do great work! Thanks
Q: hello 5i Research team,
When you answer that Magna be among the companies that will benefit from the increase trend toward sales of EV: can you elaborate on how and why, and also which of MG reporting segments (body exteriors & structures; power & vision; seating systems; complete vehicles) will benefit and especially how will it benefit. I cannot specifically identify a winner. My intuition says « power & vison » will probably loose from the transition out of oil (it represents about 30% of sales: which is about appropriate for an entier vehicle). Therefore if I am correct, there is no specific advantage for MG from the transition to EV. Please enlighten me. Thank you for your collaboration, Eric
When you answer that Magna be among the companies that will benefit from the increase trend toward sales of EV: can you elaborate on how and why, and also which of MG reporting segments (body exteriors & structures; power & vision; seating systems; complete vehicles) will benefit and especially how will it benefit. I cannot specifically identify a winner. My intuition says « power & vison » will probably loose from the transition out of oil (it represents about 30% of sales: which is about appropriate for an entier vehicle). Therefore if I am correct, there is no specific advantage for MG from the transition to EV. Please enlighten me. Thank you for your collaboration, Eric
Q: Peter and Co. Q2 performance looked pretty good relative to expectations. The balance sheet looks like in good shape and going forward looks positive. What is the 5i opinion and is the stock today cheap relative to intrinsic value ? Much respect for you and your team's opinion.
Q: what does the market expect this quarter?
Thx
Thx
Q: On Nov 9 you said: We don't like stepping into such negative momentum, and would hold off for now.
On Nov 4 you said: The stock is very cheap right now, but with some disappointment and maybe year end tax selling, we think it could remain under pressure. We might do a partial position at $5.50.
Hmmm. Such conflicting advice doesn’t inspire confidence. Which is it?
I am a long term believer in the Warren Buffet approach to investing. Study a company and its business in depth and determine if it is a sound, long term investment that you hope to never sell. A business in which you can trust management to make sound decisions to grow the business. Is AT a business worth investing in for the long term or not? If it is, then should you not be advising subscribers to buy more the cheaper it gets? It has $1/share in cash and could buy the company at current prices with its own cash in about 5 years time. Am I wrong?
On Nov 4 you said: The stock is very cheap right now, but with some disappointment and maybe year end tax selling, we think it could remain under pressure. We might do a partial position at $5.50.
Hmmm. Such conflicting advice doesn’t inspire confidence. Which is it?
I am a long term believer in the Warren Buffet approach to investing. Study a company and its business in depth and determine if it is a sound, long term investment that you hope to never sell. A business in which you can trust management to make sound decisions to grow the business. Is AT a business worth investing in for the long term or not? If it is, then should you not be advising subscribers to buy more the cheaper it gets? It has $1/share in cash and could buy the company at current prices with its own cash in about 5 years time. Am I wrong?
Q: Hello, Can I get your assessment on this company, its valuation and growth prospects. I currently hold a position and would like to add to the position, but wondering if now is a good time. Thanks