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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: Hello,
Could you please comment on Celestica's results.
Looks like, the Co blew past estimates and raised their guidance, as well.
Stock is up 17%, in after hours trade at 5.30 PM.
We just started a 2% position, taking advantage of sharp drop, on Monday.
(Thank you for your prompt response, which really helped !! )
Will you be comfortable adding to the position or wait, for a 3-5 years hold ?

Thank You
Read Answer Asked by rajeev on January 30, 2025
Q: Hi 5i,
May I please have your thoughts on the latest results from Nextracker?

Also, what are your thoughts of how the shift in sentiment away from renewables by the new US administration might affect this company in the coming year and then beyond that over the next few years?
Read Answer Asked by Brian on January 30, 2025
Q: Just a comment, So now we have preliminary numbers for the quarterly reports, we have quarterly report numbers. What next? I thought we were supposed to be investing for the long term. What happens if a company doesn’t provide preliminary numbers, you may think something might be wrong? Investing is definitely getting complicated thanks for your help, but where does it end. I’m surprised they can even do that.
Sorry for my rant but that caught me by surprise.
Publish only if you want to.
Read Answer Asked by Brad on January 24, 2025
Q: Could you please comment on the quarter - markets have reacted very positively. Given that strong jobs data should bolster consumer spending could you comment future prospects for Aritzia. I have a half position and am considering adding for my TFSA. It’s my only consumer position and am looking for growth with a multi-year horizon.
Thanks!
Read Answer Asked by Warren on January 10, 2025
Q: Can you comment on MU earnings? Does the outlook change your views going forward? Anything better to switch into? Thanks.
Read Answer Asked by Alex on December 19, 2024
Q: What are your thoughts on VEEV recent earning? I have less than 1% in VEEV and have become frustrated with it after 3 years. Who is the leader in this sector? Who do they compete with? What kind of prospect do they have? Add, hold or sell?

Thanks
Read Answer Asked by Lin on December 16, 2024
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