Investment Q&A

Q: My question today on price points for buying and selling LMN in my TFSA is derived from my experience with the ups and downs of EGLX which I rode from $1.90 to $11.00 to $.90 at which point I dumped it. I have LMN in my TFSA and it will be a long term hold. I am looking at GLXY and don’t want to repeat the EGLX story. Like EGLX , GLXY is in a “ happening “ sector with
well thought of management, a Canadian small cap expected to list on the NASDAQ. You had EGLX in the growth portfolio; recommended it at $7.00 but then eventually sold it. You saw a reason to sell that I didn’t and I paid the price. What am I to look at specifically for GLXY so I don’t repeat the same mistake ? ( Maybe I should just stay away with stocks that have the letters LXY in their ticker ! )
Thanks. Derek

Q: Hi 5i Team,
Pls comment on CECO Environmental earnings and this company going forward.
Thanks.

Q: Someone at 5i has held IAS in the past, and with the sudden drop last week, I was wondering if it was still a holding? Analysts still seem to like the company, do you still like its prospects? I asked this question last week, but have not received a response.
Matthew

Q: Hi Peter

Can you review the LMN results and provide your feedback on the results. Also can you comment on valuation EV/Ebitda and its growth rate relative to expectations.

Thanks for everything

Q: This company if you takeaway the pandemic crash is at 5 year low,would you consider this a good entry point and also how safe is the dividend for a 1-2 year hold do you think it can get back to $1.20-1.40 range…Thanks

Q: Hi Peter & 5i,
Would you please give your asessment of TCS' 3rd quarter.
Just started looking at this company from your last growth portfolio update. Would you be able to give what their historical Annual Renewal Rate (ARR) % has been on their contract subscriptions?
Thanks for your always great advice and information.

Q: Thoughts on their earnings?

Q: Hmm.a is a spin off from Hps.a. Which one has more growth potential? Do they overlap in terms of business? Will you own both or one, which one?

Q: I am investigating CLS as a potential long term investment. In a recent answer to a question, 5i stated that CLS seems to be putting things together much better now. What is CLS putting together much better now, and is it sustainable? How important is AI, to CLS future share price? Could you elaborate on the most major risk to CLS share price? Would you consider CLS a good hold for five plus years?? Thanks for the excellent analysis!

Q: Hi

I am up 114% on HPS.A in my TFSA.

Do I let run?
Sell half and let it run on the free shares?
If I do sell half what would you suggest?

Presently have DRX, RCIV, LMN, PRL, WELL, XIT, XSU in my TFSA.

Thank you
Mike

Q: Would you please give me your evaluation of FLGT's recent quarter. On the surface it appears quite positive, however the stock is down 10%. Was it their guidance that turned the market sour? I am also perplexed - they state they carry $28/share in cash and marketable securities yet the stock is trading at $23 implying that when you strip out cash the business is worth NEGATIVE $148,000,000. Does this mean the market believes something is fundamentally wrong with the business and/or management? Finally, as a shareholder should I be running for the hills or is this a case of the market mispricing an asset?

Many thanks
Scott

Q: Please comment on the financial results of ACM Research (ACMR); your outlook for the company; and whether you'd consider it buyable. Thanks.

Q: Hi 5i, this company recently tried to sell itself and there were no takers. They now have decided to let go of 25% of the workforce and buy up to 150 million dollars of shares back.

Looks like they will be cash flow positive by next quarter and are starting to get better traction on selling the drug.

The drug patent is for dosing as the chemical composition expires in a couple years. How would you value this company and would you rate it a buy hold or sell.

Q: I hold Real Luck Group in my TFSA. It has said "trading halted" for months now. What does that mean and what should I do?

Thanks

Q: I've owned EAGR for about a year and a half and I'm currently down more than 50%.
The stock price has been treading water under $1 for quite some time now.
How's the company doing and are there any catalysts that could lead to a rally?
Time to move on?
Thanks, Rick

Q: Is there any hope for this company over the next couple of years?
Philip

Q: Q: Hi, Could you please comment on C3AI earnings. Thank you

Q: Your comments on Magnite's latest earning release?

Q: Peter and His Wonder Team
I have been watching this stock for some time.The 4thQ.
looks positive from my amateur perspective. Do you think it looks solid and would be a good buy at this price? Thanks for your professional analysis!

Q: Looking for updated thoughts on Bird Construction, it seems since the Fall of 2022 this stock (up 3X) turned around and has a nice run of new contracts expanding into Nuclear work for the Ontario Government, which is intriguing among many other contracts for larger builds and a nice growing backlog.
Market Cap nearing 1 billion which you seem to like as more Investors consider it.
Do you know Management at all and what are your thoughts?
Who is their nearest competitor regardless of size and who is their closest in size and competition in Canada?
What is the biggest risk you see to this specific company?
If you had to choose between BDT or another North American company in the same space (non-residential construction exposure) if not BDT who are they?