Investment Q&A

Q: At 8.6x earnings, I find this a steal. For most of 2022 it ran between 6 and 7. It dropped to 4 and a little below in December with tax loss and market backdrop. If you agree with this would you consider this a strong buy especially with shorts needing to cover.

Q: Let's say ONEX's final wish is to sell its shares of Celestica in 2023, what could be the target price if we compare with evaluations and financial statements of Benchmark and Sanmina? I understand it is a wide question, I rely on you to choose the best metrics.
Tks

Q: Peter; Could you comment on both ADBE and CTS earnings and outlook? Thanks
Rod

Q: Can you give the earnings expectation for CTS earnings call today. Thanks

Q: Would appreciate your current opinion on this company in terms of its future growth prospects. The financials look good but is has been a big disappointment. Move onto to something else or continue to hold?

Q: Onex intends to convert its MVS into SVS, on a one-for-one basis. With your financial experience, what do you think can be behind this move?

Q: In my last question I did not have the correct symbol for Sentinel One. (question picked up on Sherrit, which I don't own) Please compare the three cybersecurity companies in terms of hold for recovery, sell for tax loss. I am holding all three at a loss.

Q: Is there any way of knowing if companies like STC, CTS, and other Canadian techs have deposits at SVB?

Q: I have these losers in my portfolio. What would you suggest I do with them. Hold, sell or buy more to bring the cost down?
Thanks

Q: I sold SHOP:US for the tax loss in late December and just prior to my date to repurchase the share price took off. I have been monitoring since. Given recent market action is this a good time to get back in or do you think there is further downside? Thank you.

Q: Do you think the 22% drop in ENGH Friday has any flow through to CSU? Both stocks had been performing very well.

Q: I wonder why this stock dropped so much on Friday's trading, earning related or SVB related? Thanks.

Q: Hi 5i, I imagine when trading resumes that there'll be another large drop. What would you do? Thx.

Q: Although I don't have a question I thought it very interesting that the CEO bought a considerable amount of DSG stock recently.

President & Chief Operating Officer John Scott Pagan bought stocks of The Descartes Systems Group (DSGX) for C$3,252,281.

Sheldon

Q: Can you please comment on the breaking news after hours of the Roku cash deposits at SVB, particularly those that may be uninsured and what this means for Roku going forward. Please provide any updated opinion on Roku as a result of this developing story.

Q: Hi, The Economist mentions in a recent article that ROKU reported that it held $487 million at SVB in a Mar 10th regulatory filing. I've sort of guessed that might be about 25% of ROKU's cash, based on number of outstanding shares and cash held per share listed on Finviz.com. Would that be a fair assumption? If so, what effect do you see this having on ROKU's share prices in the next while? I'm expecting to see them drop once the news gets out, but do not know how this might affect their overall business fundamentally or longer term. Can they withstand such a hit, if it comes down to a write off? I've listed this question as private, thinking I don't wish to add to market fears - but if you feel it would serve the 5i community best as a public question, feel free to open it up.
With continued appreciation for your sage advice, I look forward to your thoughts on this.
Dawn

Q: I've owned Infosys ltd for some time. It seems to be going backwards . Any comments. Thanks.

Q: What is your take on earnings released today?

Q: hi, I think you mis-read my question. I own CRWD already. and also you did not comment on BABA. could you please add a follow up... thx

Q: Some people I know have recommended buying BILL. Do you have any comments on this company. Buy, sell or hold-- or just not buy.