Investment Q&A

Q: Thoughts please on the quarterly report for EIF. Also, how do you feel about their debt load - is the picture the same, better, or worse? Thanks!

Q: Can you comment on SJ quarterly update please?

Q: Peter, why would a uranium miner and developer buy uranium ? Thank you.

Q: Good day your thoughts on Zeta Holdings please thank you

Q: Please comment on quarterly results for K-T. Thank you.

Q: A question on a company's such as Fortis. ,I was wondering if they would have the same risk and liability as in the US in the case of a fire attributed to them.

Q: What do you think about EIF now that its results are out. I own it. Should I keep it? Thanks

Q: Regarding the CEO news for Topicus CEO Robin van Poelje disclosing a temporary role as Chairman and CEO at Your.world. you comment to Frank
"It is fairly bizarre but we are sure Mr VP and TOI have some sort of plan thought out. A future acquisition wouldn't surprise us much. But there is really no information other than a brief press release to go on here."

MORE INFO:
- Your.World and your.online are owned by Strikwerda Investments (Netherlands) Robin is married to the owners daughter and worked for Strikwerda who founded and sold TSS (Total Specific Solutions) to Constellation in 2013 (the family agreed to sell TSS so long as they could retain a 33% minority interest and Robin could remain as CEO) and as you know merged into what we know as Topicus in 2021.

Does this change your views?

Q: I've read your most recent questions on ZSP.U and you stated that this ETF was exempt from US withholding tax but it is a Canadian listed ETF so I'm not sure, could you please clarify. Also could I journal ZSP to ZSP.U. Thanks

Q: Peter and His Wonder Team
CRNT just reported what seemed to be positive and I believe met analyst expectations...yet it is down almost 15%. What am I missing here. Thanks your objective perspectives are always helpful.

Q: What is your view of this company?

Q: Has Horizon simply changed its name or has it sold to a new company?? The above funds are now called Global X.... If sold, can you please tell me about the new company.
Thanks!

Q: Hi,

I know these are some of your favorite cyber security stocks. All of them have drifted down recently. Your uncanny call for FTNT's price of 59 has been reached AND breached!

What would be your new entry points fr these? Please feel free to add any other name if you feel it is warranted.

Q: I hold small, equal positions in both AMT and CCI. I'm down on both and I'm thinking of doing some cleanup. Of the two, is there one you prefer at this time? I'm thinking of selling one and moving the funds over to the other,,,

Q: Morning 5i,
I haven't been able to find DHT.UN results for its quarterly earnings which I think were released on May 6. Perhaps I just don't know where to look. In any event could you please provide your analysis of the results along with any general or specific commentary you might have about the name. I've done well by it and would like to continue holding unless something material has fundamentally changed, or looks like it might.
Thanks,
Peter

Q: I view GSY and PRL investment as one sector; what percentage would you split between the two?

Q: Hi 5i,
I imagine you might get more than a few questions about CTS this week.
I've got quite a bit tied up in it in a TFSA, and keep waiting for my loss to lessen so that I can sell less painfully and move on (as I don't have much faith in the name overall). Today's earnings make me wish I'd already done so.
Please advise what you envision for this name over the next couple of quarters, if you don't mind giving that short term view.
Thanks,
Peter

Q: please comment on converge earnings and your thoughts forward looking.
thank you.

Q: Can I please get your opinion of DE's most recent results. Thanks

Dave

Q: Hello Peter,

What are your thoughts on DE’s quarter?

Is it attractive to you at all? If so, at what price point would you step in?