Q: The new CEO has been in place for about 18 months now and the latest financial reports were solid. While you never "disowned" the stock it was dropped from the portfolio. Would you be a buyer of this stock now, anticipating growth in lumber in particular as well as M&A activity or is it too soon yet to judge this new exec team?
Q: Friday morning 9:40am and XBC is down heavy based on pre-announcement of sales decline. XBC has been touted as one of 5i's top growth stocks. But things happen. In earlier question today you replied that you would have to do more work on this. How and when will this new information be passed along? How do you now rate the stock? Is this a one time incident that will be overcome or does this significantly change your view?
Q: I have noticed WSP's share price seems to be quite volatile going up one day, down the next , and back up the next. For a company involved in engineering, construction type contracts which are usually long duration I am curious about what I see as unususal volatility. Comments please.
Q: I would appreciate your comments of the latest acquisition, Vend.
“Vend generated revenue of approximately $34 million and GTV3 of more than $7 billion in the trailing twelve month period ending December 31st, 2020. Lightspeed will acquire Vend for total estimated consideration of approximately $350 million, satisfied by way of payment on closing of approximately $192.5 million in cash and the issuance of subordinate voting shares in the capital of Lightspeed valued at approximately $157.5 million. The deal, which is subject to customary closing conditions and post-closing working capital adjustment, is expected to close towards the end of April, subject to the receipt of applicable regulatory approvals.”
As always - many thanks.
Clayton
Q: One of the "highlights" from Kinaxis' recent quarter was the decline in gross profit. From what I can tell, it seems that R&D spending was significantly higher, in part to augment AI capabilities. Can you shed any light on this decrease in profit and if it was from higher R&D is that not a good use of capital and does that not bode well for the company going forward?
Q: So working in the finance industry, when it comes to business valuation, I know private health clinics get very low multiples. If Well is continues to consolidate in a space where now one else is and provides technological efficiencies. Even if they are just able to capture the majority of market share in Canada, could the potential upside be the sky?
Q: Good day
Photon Control has been around since 1988. With this amount of experience and some capital does the company have the capacity to reach new highs even though the Canadian Dollar is gaining? Thank folks
Q: Hi 5i team,
My nephew turned 18 last year and has now 11K in his TFSA ready to invest.
What would be your suggestion (s). It can be a mix of CDN and USD stocks/ETFs.
Obviously, it would be several years before needing any of the money so some risk can be taken.
Thanks
Q: I believe NFI reported yesterday. How did they do? Profits are surely down but did they cover the spread (AKA meeting analysist’s expectations)?
Thanks,
Jim