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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 5i,
GDI may be in falling knife mode right now but, looking ahead to when it finds support, do you think it will be an attractive add point, on a longer term view? Or would you say that recent results were related to issues in the business performance that are likely to persist and continue to be a drag going forward? Thanks!
Read Answer Asked by Lance on November 17, 2021
Q: Is there a need to readjust these significant losers in a RRIF ?
My Tech is over 20% now (even with LSPD loss). If I were to "trim" the tech down would you keep LSPD and sell KXS and reinvest is something less volatile in a otherwise balanced RRIF ? maybe BCE, CNR, GSY, or FTS ?
Thanks as always, Peter
Read Answer Asked by Linda on November 17, 2021
Q: 10:55 AM 11/15/2021
I am interested in Canadian companies that stockpile data and business information and provide this information on a one-time or subscription basis for reoccurring income. It seems they have strong moats
I really like dividends but I sense that these may all really all growth companies except for ISV
I am currently looking at DND, TRI, and ISV so far
Are there other companies with similar businesses?
Could you please compare all these companies for expected share price growth, debt, POR, dividend growth, etc., and place them in a list of desirability.
Is it better to forego a nice dividend as in ISV, and just go for growth?
If that's the case then why not just cut to the chase and buy CSU in our TFSAs and wait 10+ years?
Thank you.......... Paul W. K.
Read Answer Asked by Paul on November 16, 2021
Q: Hi, what do you think of the digital games portfolio of spinmasters ? Do you think that this part of the company will produce major growth in the future ? I read in their 2021 playbook that: The Company’s digital games business saw considerable growth and popularity in 2020, largely due to the growth of the Toca Life World franchise. As of March 2021, the Toca Boca ecosystem had over
50 million monthly active users, more than double the same period last year. The Toca Boca studio will continue to pioneer digital play with the introduction of its first multiplayer game, Toca Days, set to go live at the end of 2021.

The Toca life world and toca hair salon are presently ranked 4 and 5 in the apple education app store.

Thanks
Read Answer Asked by jean on November 15, 2021
Q: I recently bought back into SYZ after the SP decline, some recent acquisitions, and insider buying. My question is with respect to what you think the payout ratio might be going forward on a normalized basis (removing one time items etc). I’m curious if the company will be able to maintain its high dividend yield that is uncommon for growth tech stocks. Do you think they can long term or have the acquisitions / growth investments made this dividend suspect? Thanks
Read Answer Asked by Scott on November 15, 2021
Q: Hi Peter,

Some time back i asked a question about DND having a so called "position of power", whereby, they could raise prices as get away with it as there is not much competition. Your response was along the lines of : that they should be careful in raising prices as there are other options out there. Your words are reading like a prophecy.

The Globe and Mail reports in its Friday, Nov. 12, edition that Dye & Durham has told about1,000 B.C. firms that it was sharply increasing the price of the software they use to handle real estate transactions. The Globe's Sean Silcoff and Jaren Kerr write that as of this Friday, they will be charged $199 per file, up from the $30 to $75 they have been paying since the last increase in 2017. The ultimate cost will be passed on to their customers, home buyers. Dye & Durham has made a string of acquisitions in the legal software space. It now faces little competition. Outraged conveyancers, notaries and lawyers inundated Dye & Durham with calls. Moderators of two Facebook groups for B.C. real estate professionals told The Globe that 50 of their members had complained to the Competition Bureau of Canada. Bureau spokesman Amy Butcher said the bureau would start "a thorough examination of the facts to determine if an investigation is warranted." Eight B.C. real estate legal professionals who spoke to The Globe said many of their colleagues shared their negative views of Dye & Durham price hikes. One conveyancer said, "Everybody is really angry, really disappointed."

Does DND have a monopoly and what are your views?

Thanks,
Read Answer Asked by ilie on November 13, 2021
Q: In a TD report on XBC q3 the following comment is made, "Notably, our EBITDA estimate did not include the $5.3 million in severance incurred during the quarter as it was not contemplated in our forecast."

$5.3 million in severence for a company the size of XBC seems high to me. This occurred following the new COO hire.

Wondering if you could shed some light on this. Was there a cleaning of the house following the financial troubles announced earlier this year?
Read Answer Asked by Robert on November 13, 2021
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