Q: What is your current assessment of the Boston Pizza Royalties fund? With a dividend yield just over 6% do you think that this is sustainable?
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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, Any comments on the new initiative announced by Constellation Software, starting a Venture Capital Fund with $200 mln, to provide financing for start-up and rapidly growing vertical software businesses ? Thanks
Q: Do you have any insight into recent price action on Enghouse? There was a nice bump on sale speculation but since then it's not behaving well. Are you still constructive on Enghouse?
Thanks
Thanks
Q: good morning - do you think that BYD just bottomed out, after a recent RSI of 17? The PE is a still a bit gaudy but I'm thinking of adding now to address a small allocation issue. Your thoughts, please. Thank you. Al
Q: What is your opion of the legal case that has just started against Lightspeed? Does it have any merit?
Q: Is this a good entry point for Topicus? In light of someone's recent question on it, it's trading effectively at 14X revenue. Isn't CSU cheaper on that basis?
Q: I own AC in my TFSA ( bought at 24 ) for a Covid rebound play. Traffic numbers are looking good across the industry, now I am trying to ascertain the effect of high oil prices on the company. Do they have long term fuel contracts and at what price? What % of costs is fuel ? Any metrics on this is appreciated. Derek
Q: Is the flooding in British Columbia going to have a negative affect on Trisura's earnings and profit. Any comments you have on this company would be appreciated.
Thank You.
Thank You.
Q: Now that LSPD has crashed through $68, do you think it could fall as low as $50? Thank you.
Q: What did you think of Lightspeed’s Investor Day? It seemed to me that they insist that their technology and underlying business remain strong.
Q: Is the change in leadership at CSU cause for concern?
Q: It looks like there was a big buy that occurred on Monday, is that something worth noticing or am I grasping at straws. Just thinking of adding some new money to this company. Thanks as always.
Q: So it seems that all stock sites show the incorrect market cap for Topicus because none of them include the 129.8M diluted shares yet. Yahoo finance shows the market cap being just under 5B, but I believe its closer to 11B euros. Which would mean that TOI trades at approx 15x to 16x Sales. Looking at CSU historically it never traded above 8X sales. Are my rough calculations accurate and if so TOI is trading at a heavy premium above where CSU ever traded yet they still have a lot to prove, where CSU has proven itself. Thoughts?
Q: Assuming (I know, bad thing to do) ENGH is sold, what Canadian company would you replace it with? Small but growing divy, excellent management, etc.
Thanks for your always expert advice!! Ron
Thanks for your always expert advice!! Ron
Q: Hello,
Enghouse is exploring options to sell. What is a reasonable price a buyer would be willing to pay given the company's state: balance sheet, market presence, etc .. Buying a company based on a potential takeover is tricky but do you think it is a good price today regardless of a takeover? Much appreciated. Thanks for the advice on the various stocks over the years.
Enghouse is exploring options to sell. What is a reasonable price a buyer would be willing to pay given the company's state: balance sheet, market presence, etc .. Buying a company based on a potential takeover is tricky but do you think it is a good price today regardless of a takeover? Much appreciated. Thanks for the advice on the various stocks over the years.
Q: Hey guys, any news on ENGH ? stock is up 7%..
Q: Further to Josette's question about stepping in to PKI, i was about to step in after latest earnings, that were good, but then they announced 2 aquisitions that will be financed partly with newly issued equity. I have not seen in the announcement the value of these aquisitions, and i question why management would keep this info from investors.
Since i expect the price to go down with equity issuing, i am waiting to buy. Does this make sense?
Since i expect the price to go down with equity issuing, i am waiting to buy. Does this make sense?
Q: how much debt does ?csu presently have?
thx
thx
Q: Hi
Would you recommend waiting for the stock to settle down before buying, maybe after tax loss selling season, or would you buy today at these levels.
Long term hold objective
Thank you
Would you recommend waiting for the stock to settle down before buying, maybe after tax loss selling season, or would you buy today at these levels.
Long term hold objective
Thank you
Q: Looking forward through a lease that is focussed on inflation do you think BBU will benefit or suffer from the possibility of increased inflation? If you think the impact will be positive, would you buy the American or Canadian issue? Thanks for your thoughts.