Q: I know you have done this before, but with reference to recent results for both companies, could you compare and rank these two companies. TOI gets a higher grade A- on your most recent report, and LMN gets a B+. As I read through the responses to questions, it seems that LMN is preferred, but I thought TOI's results were better than LMNs. But I must confess I do not understand some of the "preferred" charges. It appears that LMN suffered a huge loss. I realize that both are long term investments, but I'm just trying to get a sense of portfolio allotments. Thank you for fantastic service, as always.
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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: Hi, Could you please comment on the quarterly results out Today. Do these numbers and commentary provide any further support to 5i thesis on this name ? Thank You
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Danaher Corporation (DHR)
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Prologis Inc. (PLD)
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Stryker Corporation (SYK)
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Zoetis Inc. Class A (ZTS)
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BCE Inc. (BCE)
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TELUS Corporation (T)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Block Inc. Class A (SQ)
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Tesla Inc. (TSLA)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Roku Inc. (ROKU)
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Coinbase Global Inc (COIN)
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UiPath Inc. Class A (PATH)
Q: What would be your best contrarian pick today in both us and canadian markets
Q: As a longterm underwater holder could you please evaluate the quarter. Is this enough positive momentum to begin to undo the mistakes of the past? Is this a positive enough quarter to suggest they are turning the corner due to recent structural changes involving the move to in-house payment processing? Does this give you new hope for the company going forward?
Q: Your thoughts on FTNT in relation to other cyber security stocks, following its latest quarter would be appreciated.
Leo
Leo
Q: Your comments on earnings? Is TEAM still a buy, sell or hold? It is getting hit after hours. Thanks.
Q: How do you feel about SEDG today? Hold/sell/buy? I thought that solar was a big part of our future. What happened to SolarEdge Technologies?
Q: Could I have your opinion on Shopify results? They appear excellent
Q: Please comment on the latest Q
It appears the market is not impressed
It appears the market is not impressed
Q: Your comments please on earnings. Do you consider these attractive at current levels.
Thanks
Thanks
Q: What are your thoughts on earnings? Positives/negatives? What do you see going forward over the next 12 months?
Q: Prospects for this co?
Q: Hi , between CRM -ARM if you had to buy one which one would it be? And why?
Thanks. Alnoor
Thanks. Alnoor
Q: Hi Peter, what are revenue and earnings estimate in the Qtr for LMN and TOI. TOI is expected to report at the close on Nov 2. When is LMN going to report Qtr?
Thank you
Thank you
Q: Could you please discuss your current outlook for Lumine.It’s been weak.
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Adobe Inc. (ADBE)
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Autodesk Inc. (ADSK)
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Intuit Inc. (INTU)
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Microsoft Corporation (MSFT)
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Salesforce Inc. (CRM)
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Oracle Corporation (ORCL)
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ServiceNow Inc. (NOW)
Q: Dear Peter et al:
Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.
What would be your choice? If not these three do you have any other favourites? Many thanks.
Mano
Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.
What would be your choice? If not these three do you have any other favourites? Many thanks.
Mano
Q: The last Q&A on Lumen was back in February. The slide downhill has continued.
I'd welcome hearing your take on its debt and whether it can recover.
Thank you!
I'd welcome hearing your take on its debt and whether it can recover.
Thank you!
Q: Any reason for the big hit today on big volume. I couldn't find any news and quarterly report not due till No 9
Q: Hi 5i,
Could I please get your thoughts on DND recent earnings?
Thank you,
Greg C.
Could I please get your thoughts on DND recent earnings?
Thank you,
Greg C.
Q: Hi 5i!
Can you comment on Pinterest earnings and outlook for the stock?
Im holding since 2021, would add to a position in the next months?
Many thanks,
Frank
Can you comment on Pinterest earnings and outlook for the stock?
Im holding since 2021, would add to a position in the next months?
Many thanks,
Frank