Investment Q&A

Q: Your thoughts please on the quarters?

Thx

Q: Peter, one month ago you sill liked it. After another decrease of 40% since, how do you see it? Thks

Q: Surprised a question about the earnings report on Friday has not been asked .
So, what is your take on the report.
*** if asked already and not yet answered disregard this question, no need for repeating

Q: How comfortable would you be to add to DSG in light of the recent earnings and pull back.

Q: MDA is up about 15% today so they must have reported good numbers today. I have a 2% weighting now breaking even. I’m thinking of buying more to increase my weighting up to 3%. Am I crazy?
Jim

Q: Hi,
Your comments please and thank you on MDA’s earnings. Market is happy today (+15%).
Cheers, Michael

Q: Hello 5i. Celestica seems to be in a decline the past month. Why? Do you see a bottom forming? At what share price would you start buying? Thank You. Anthony

Q: What do you think about the -9% organic growth, increasing bank debt & interest costs, and one customer accounting for 11% of Revenue? How big a deal, on a scale of 1-10, do you think these issues are for Lumine? Thank you

Q: What is the current short on Celestica and has it been increasing?

Thx

Q: When do they release earnings ? TOI is done and CSU, I think is March 7.

Thank you

Q: Kindly analyse DSG earnings results for us.

Thanks


Sheldon

Q: Sales are a record, back orders are strong... is this company finally getting ready for better days. Wha do you see here?

Q: Any reason for the 7% drop in Crowdstrike today. Buy more, hold or sell?

Thanks Dave.

Q: Every broker has issues, and Interactive Brokers has many. Given they also charge a commission and there are now multiple choices among Canadian Brokers for zero commission, including a bonus for transferring, I’ve finally moved my acct. Also the founder of Interactive Brokers is a very wealthy Trump supporter, so there's that as well.

Could I get your thoughts on DUOL’s earnings? As well as company potential? Is the current share price drop more market related?

Q: Is this a massive buying opportunity opportunity for CLS? Should we expect it to bounce back irregardless of tariffs?

Q: Kxs traded higher on good volume on a day most everything else was down. After seeing the recent Earnings are you more comfortable holding this company? Also what is the current forward P/E ?

Q: I found a couple of stocks that I would like to put on my watch list. First is Sentinel One Inc. . It had a quarterly report not to long a go. The stock seemed to have a good report and the market seem to approve the quarterly report, but then sold off and has been going downward. Can you tell me what you know about this company, and the reason it went down in value.
Second stock is Five 9, it too seemed to have a good quarterly report and now is selling off. Again if you can elaborate on this company. With both of these stocks are they a buy, sell, to hold.
The other thing I should note, I was thinking of buying them for a trade not a long term hold.

Thank You very much for you good service, I'll await your reply.
Earl

Q: Hi 5i, and would welcome your review of the recent Quarterly results from Sprout Social, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns and the merits as a long-term hold and any competitive advantage that they may hold in the space they operate in? Thanks kindly.

Q: What are your thoughts on Nividia's investments in:
- WeRide -WRD
- Nebius Group - NBIS

- Would you agree and add to a portfolio ?

- Which of the two would you prefer over the other, Or Both...

Thanks,
M

Q: what do you think of this company. has been transitioning to a tech company with recurring revenue.
i realize small cap.brian