Q: Could you please comment on ABCL and TCX's current Q and more importantly, their forward guidance. Both stocks are part of my speculative basket and if you were me, would you continue to hold these or move on.? If you would move on what would you replace them with.
Q: hi, if not already asked, can I get your thoughts on their recent quarter?
Looks like a lot of their numbers increased dramatically/positively. I have a 1.5% position already, would you add more (up to 3%) based on their numbers and increased guidance.....given the context of the market backdrop?
Q: Can I get your thoughts on Corteva's fundamentals and expectations for its upcoming report. Currently momentum looks good - New CEO has been in place for a few months and the stock is one of the few performing well in 2022. How does it look for starting a new position at this time? Are there other AG stocks that you would consider?
A few days you answered a free cash flow question with one of your favorites being Savaria. After listening to their CC do you still belive in the long term outlook of this company? Short term issues, not in management's control provide good buying opportunities, similar to other great manufacturers like Magna.
Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.
Q: Hello Peter and team
What are the PE ratios for Nuvei and Shopify? Could you please provide your view on Greenlane Renewables and Ballard Powers recent results?