Q: Hello,
Thank you for your continued wonderful insight. I need some US exposure , preferably not tech. Which do you prefer, long term (15-20 year hold ), or a better suggestion?
Thanks as always, Lee
Q: You stated in December that TRI was not cheap and was sitting on a pile of cash. Is that still the case, and given the current valuation of TRI would you recommend buying it today?
Q: Hi
With Alta todays reporting , do you think it is right time to cut losses and move on or future looks bit secured to hold on ? Which stock to replace with?
Thanks
Q: Hello 5i:
May I get your comments on their 2018 earnings and what you think of their 2019 guidance. Can you tell what you believe their EPS for 2019 is from their guidance?
Thanks so much.
Q: With Danaher being in the news, I'm reminded that the founders of DHR are they guys behind CFX, which has been struggling.
With 5i always discussing how important good management is, do the guys behind CFX warrant investment despite the poor track record of the stock price? What are your thoughts on CFX in general?