Investment Q&A

Q: would you buy lightspeed at current price of over 87

Q: Hello, I am overweight in LSPD in my TFSA.
Considering taking some gain - of perhaps 20% of shares and buying back later.
What are your thoughts?

Q: With these acquisitions, does that mean they will issue large amount of shares soon?

Thanks

Q: Hello 5i,
In your market updates it claims that the reason for selling 1% of LSPD is the P/S=21. The website claims it is P/S =39. By doing the calculation by share or by capitalization, the P/S is still 39.Yes, more reason to sell but why the discrepancy in P/S?

Q: Please comment on LSPD's 2 acquistions this morning. Txs for u usual great services & views

Q: Please provide thoughts and commentary on today's acquisition announcement.

Thanks

Q: What are your thoughts on LSPD ? I'm up 93% on this stock. It doesn't seem to be making any money yet. With the economy starting to open up again it should get stronger. Should I hold or take my profit ? It is only a small percentage of my portfolio.

Q: Could you speak about more about your decision to trim 1% of LSPD, and how investors should think about this in general? My understanding from the majority of your responses to questions related to reducing a position size, is that you like to "let your winners run to a point". Are you always trying to determine if it is becoming overvalued when deciding when to trim? Would this mean that if you have a winner in your portfolio, as long as earnings are growing in proportion to share price you would tend to let it ride? Any information to help me understand your general strategy and how to think about applying it would be greatly appreciated. Please remove credits are you deem appropriate. Thanks!

Q: Please explain why a company, such as CSU, would offer such a small dividend (0.27% annually) despite sound performance over the years/decades. What is the strategy?

Q: Please comment on Q1 results released after market close today Txs for u usual great services & views

Q: Any reason for sharp drop today Txs for u usual great services & views

Q: ENGH has been dropping just before earnings release, also showing some insider selling. With the probability of earnings being "OK" and the 52 week low for this reliable company my thesis thinks there could be a short term trade here with manageable downside risk? What advice would you give to a person with such thoughts in their head?

Q: I have owned DOO for over a year but thinking it’s losing steam. I may sell it after this week’s quarterly result comes out. Considering buying BYD with the proceeds for more growth. Thoughts?

Q: I have a half position and am in the process of building a full position in Leon's....just read the article (thanks David) about the 300% tariff on furniture sourced from China and Vietnam. I have gone to Leon's website, trying to get a feel for the potential impact on Leon's and could not find the information I need....hoping your sources and search engines are better.

What percentage of LNF is based on furniture?
What % of furniture is impacted by these initial tariff rates (% sourced from China and Vietnam)?
What is the likelihood of the final tariffs being similar to these initial ones?
What is the overall impact on Leon's and their business model going forward (when you net it all down, does the tariff have a significant impact on their overall business)?

Thanks for you help...Steve

Q: Do you have any sense, or a guess even, about the timeline when things are sorted out here, one way or the other? Thanks.

Q: Can you tell me your thoughts about the long term prospect for this company and why do you think it has been such a weak performer over the last month? Do you think it's growth has peaked? I've held this since 2014 and added a bit more in 2015 for an average entry price of around $32.00. Should I hold or sell?

If I was to replace this company in my RRSP could you give me three alternate companies in the material sector I should look into as possibilities for long time hold, hopefully with dividend and growth prospects?

Q: There was a question about why Leon dropped (although I see it was up by the end of the day). But it could have been the shock of reading about the tariffs being imposed as per the CBC story today:
https://www.cbc.ca/news/business/furniture-tariffs-1.6043863

Q: Hi,
I own DND and not so pleased with the idea of this company is considering going private. It went public not even a year ago. The sudden change of "heart" has me thinking if they are constrained in someway in being public vs a private company.
In any event, the $50.50 acquisition price proposal is low, in my opinion. A financing at that price was done no so long ago.
I am hoping this company stays public as its a great company and growing very fast.
I have decided to hold onto my shares.
In light of my view, could you please share your thoughts?
Thanks,

Q: Doo reports Q1 on June 3.What are the street estimates for Revenue & Eps? Do U expect Doo to beat the estimates? Is this an attractive price to enter after drop from recent ATH of $119.68.Txs for u usual great services & views

Q: At what point would you advise walking away from this stock or any stock?

Thanks