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

Q: Hi (again) 5i,
Thanks for your answer to my question on CTS earlier today, which I appreciate. Just some quick follow up: You write that CTS is likely worth holding "at least until completion of the review". If a sale of CTS - which would be very public information - is not negotiated, when would it be known that the review has been completed? Would that be required disclosure in the first quarterly report after the review terminated, or is that something management can keep under its hat for as long as it sees fit?
Thanks (again)!
Peter

Q: Hi 5i,
CTS in my TFSA has been a bit of ride. In mid 2021 I was way up but held on the premise that selling winners leaves only losers, and there weren't dark clouds on the horizon - at least not that I saw. Now I'm way down. It's been a big swing.
I was pleased to hear the rumblings about a possible sale of CTS, as I'm sure many others may have been, but that unrewarded optimism has now made me, and others too perhaps, feel disappointed and even manipulated - definitely not good investor sentiment.
I glean from your recent answers to questions involving CTS that you think it's worth holding and I'm willing to do that, although the opportunity cost of having that money tied up waiting for a CTS rebound frustrates me.
So my question is simply, what is there about the future prospects of CTS that makes it a hold right now, and if there isn't a real positive response to the upcoming earnings announcement would it be time to sell, or is that too short term a view?
Thanks,
Peter

Q: Is THIS STOCK STILL BUYABLE?.

Q: I see you like CTS and would it be a good time to start a position now?
How are the insider positions? and have they been buying?
There where 3 deals delayed,is there any news about those deals?Might they have been cancelled all together after all?
You have any idea who could be possible candidates for a possible take over?

Q: In a couple of recent (March 3 posted) questions today you have suggested in some portfolio cleanups, letting AT go and also STC with proceeds to be consolidated into CTS. However, at least to-date, the 5i Growth Portfolio is still holding both AT and STC. Can you elaborate please . Many thanks.

Q: Hi 5i Team - Could you provide an update on the fundamentals of Questor including cash reserves, level of debt, earnings etc. With this in mind, is it strong enough to weather a continued market slump in growth stocks. Does it have the potential for growth. Also can you provide your opinion on management, its background experience and its holdings of common shares. Has there been any significant insider trading lately. If I decide to finally move on from this stock do you have any suggestions for a replacement growth stock, not necessarily in the same sector.

Q: I took the big dividend from ECN - 15k bought three 5K positions VHI (-20%) STC (-80%) & CTS (-50%) to diversify the growth portfolio in my TSFA, losing percentages are app. are these positions worth keeping? My other thought is to sell and put the money back into ECN where the management has a proven track record of managing the risk and creating value for longer term shareholders

Q: Would AT, CTS, VHI be a hold or would you consolidate one or more into the other. Which one has the most potential upside?

Thanks for your service!

Q: thoughts on earnings...new news .thanks

Q: Hi,

Your previous answer to a valuation question was $7.50 present value on a discounted basis. The stock is at $4.70 real time. Does this mean sooner on later on fundamentals it should trade in this range and it is at a deep discount now. That a little bit of patience barring no surprises or economic slump and you will be rewarded.

Q: so you have quite a few questions on converge,so my question without any takeover , i repeat without any takeover what do you think the stock is worth.
and my 2nd question, is 4.75 a good entry point, or possibly 4.25, what do you think.
its obvious from the sell off retail investors are exiting, but someones buying bigtime at 4.75.
dave

Q: Hi guys,

CTS preliminary results were so bad to warrant the punishment today on triple the average volume? It looks too much to my layman's eyes.

Many thanks!

Q: Assuming the revenue miss was due to delays they look otherwise to be doing well, so why put it up for sale????

Q: Peter; I’m sure you’ll have multi questions on this so - looks like they did very well - anything stand out - and were they just negotiating a deal ? Looks like they were showing how good their hand is- and looking for a raise. Thanks
Rod

Q: where does it sat converge is releasing preliminary results today, i have looked everywhere, does not exist. dave

Q: Why would CTS announce 4th Q and year end 2022 preliminary results today (no time specified) and then release 4th Q results on March 16th before market opens?

Q: Please rank the above technical sectorequities that are in your Growth Portfolio for best expected performance for the next five years. Please provide comments on the top three to support your ranking.

Q: Looking at adding to the 1% or less 'toe in the water' holdings that are part of larger diversified portfolio . Anything here that you wouldn't add to or would delay adding to ? Or, any that you would sell ?
ATZ, CTS, DOO, ECN, KXS, NVEI, META
Thank you , as always.