Investment Q&A

Q: Hi team ?

What are your views on Altimmune (ALT-Q) and its growth prospects, its risks ? Would you buy it now for a growth account in a TFSA ? Which entry price would you suggest ?

Gratefully,

Jacques IDS

Q: What are your most recent thoughts on this company. Is it a Buy? Thank you!

Q: Peter and His Wonder Team
They just reported what appear to be good results. Please give me your opinion especially in regards to 2024. Is there anything that looks like a "red-flag"? Thanks as usual...

Q: Can you comment on todays news of takeover of Spirent and what it can mean going forward. Market seems to like it. What's your take? Is it a good buy?

Q: Would you suggest an ETF for US-Midcap only (in $USD and/or $CDN).
I already have VB for SmallCap, TDB3093 for MidCap, SPY and QQQ. Too much overlap? Thanks.

Q: Updated opinion please on GDI, earnings were light again. Still positive on their outlook going forward?

Q: Hello! I currently have enough funds to invest in a single stock within my TFSA. I’m considering two options: LMN and HPS.A. Could you please provide your insights on which one I should purchase first? Additionally, I’m curious about their growth potential in the future. Are either of these stocks considered potential “10-baggers”? Your guidance would be greatly appreciated. Thank you! 🌟

Q: Are these good buying opportunities,thanks

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.