Q: Hi Peter & team,
In June 2018, you upgraded TSGI to A-. Are you planning in updating this Report? and if so, would you be maintaining the grade of A- ?
Also, would you recommend averaging down on an original buy of $37.00 as long as one keeps the 2% recommended earlier today?
Thank you!
Q: Hi there, I bought a position in light speed at 21ish and was wondering if it’s gone parabolic in the short term. Momentum looks like it’s building well but has it run too far too fast?
Q: Hi 5i team, is it possible for you to list no. of quarter earnings out of 8 beating estimate for all companies in your balance and growth portfolios. Deduct as many credits as it takes.
Q: Hi guys,
Thank you for giving novice investors chances to hear professional opinions about everything in investing.
What do you think about current trend for PLC short and mid term based on today price. I read your report and know your opinion long term.
Thank you!
Q: Mornin'
I'm thinking about taking a hit on TSGI (in at over $32) and buying LSPD based on the logic of LSPD having much more upside momentum in the near term. What do you think?
Q: While the market remains buoyant, Knight's CEO seems to be remaining patient for a major reset bringing potential buyout company prices spiralling downward. I am ok with that but he seems to have laid an egg with TherapeuticsMD by paying $20M for rights to just two of their drugs for Canada and Israel plus buying $20M of stock at $5.10 and is now down over 40% in a short time frame. What do you think of this deal and the potential of these drugs? It was, at least, good to see one company pay for rights to the rest of the world outside the US. Are they a legitimate partner?
Thanks.
Q: I've held GUD for 3 or so yrs, up a modest 11%. Looking for more growth so thinking about swapping GUD for LSPD. 5+ yr hold. I have no tech and SIS in healthcare. Thoughts?
Q: I don’t like to add to my losers but the price drop of SIS makes it tempting. The stock is still an expensive one but do you think the dividend will start to give it some support? I’m concidering bringing this back up to a 2.5% position as I feel there’s lots of growth potential and I have a long time horizon.
Q: Sis recently reported AGM vote results and there were significant witheld votes for the 3 Bourassa members of the board, and highest for Robert. At the same time, performance continues to be good (as you note in recent report update). However, your full report notes key person risk for the Bourassa's. What can you tell us that would explain the withheld votes? Is this a trouble signal?
Q: I own PBH and bought at the high end so still under water. It is a 3.5 % weight in my portfolio. Do you think it would be ok to average down and bring PBH to a 4% holding or just hold at the 3.5 % ?
Thanks