Investment Q&A

Q: Hello, do you know how long it will take before Kinaxis goes to trial to address the current lawsuit? In the event of a worst case verdict for Kinaxis, could you estimate what would be the impact on the stock? If you had to invest in two cybersecurity companies for the long term (5 years), what would they be? Thank you, Gervais

Q: Hi,
Buy, sale or Hold. Please explain why.
Thank you
Ed

Q: Ive had the topicus from CSU listed in my holdings for two weeks now with a zero value.
When will it start trading?

Q: Comments on this TFII deal with UPS??

Q: Hope WELL is involved in these Covid treatment methods.
https://www.youtube.com/watch?v=MkpO5CIk6i8

Q: Good morning, I know you like Magna alot, but would you say it would be a good company to buy and forget and good sleep at night stock for the next five years or so, thanks?

Q: When does Shop next report earnings? Is strong growth expected to continue?

Thanks for the information.

Q: Hi, Topicus.com shares are expected to start trading around Feb 1, 2021. We have a decent holding in CSU. If we wish to increase our commitment to this group, where do you expect higher growth prospects - Constellation Software or Topicus.com ? I had read somewhere that as time passes by, CSU will behave more like a matured company (An exceptional one, though), looking for more ways to unlock shareholder value. Thanks

Q: With this pandemic going on and lockdowns how is this affecting this company. Is this a good time to start a position.

Q: Hi
Any update on REAL-T. The stock came down from its high of $32.40 in Aug 2020. Has any thing changed and that is why the stock is not recovering? Is it a good buy at this price now and the demand for its services are strong?
Thanks
Piyush

Q: I apologize for bringing up GUD, however there seem to be quite a few people waiting to jump on this stock. (I just did)
I have noticed as the price erodes there is a buyback, insider purchase or indication of possibly something coming up; creating a small flurry of buying until it deteriorates again.
This stock has been kept in the BE because of the co. strategy/positioning, cash position and track record of the CEO.
The CEO has stated you invest in GUD for your grandchildren -so the focus is on the business and not headlines or announcements.
It seems to me the insider/corporate buying is a signal to be patient - that they aren't asleep but are investing their own money and retained earnings back into GUD because it makes good business sense.
I can't imagine propping up the price for any other reason(please confirm).
Thank you

Q: I am looking for name to add on my new TFSA contribution. Is it a buy for XBC today or you would wait for the pull back to enter?

Thank you,

Q: comments on mg

Q: I already own XBC, and have been looking at GRN it has moved up a bit lately. Is it a buy? Was just wondering how much difference there was in these two companies. XBC seems to be more into the hydrogen and cleaning of gases. Is GRN more into RNG equipment and installations. I know you really like XBC and was wondering whether it would be suitable to buy GRN. Or do you have another company in the same field that might be better or should I just add to my XBC.
Thanks John

Q: Hi!

Any reason for the recent move upwards in Kinaxis? Up about $10 yesterday and another $5 today, but I can't find any news. Seems to be trading in a range from the last little while between $165 and $190.

Jason

Jason

Q: I am seeing a PE of 730 (trailing) and 303 (forward). how long do you think it will take to "grow into these PE's" based on current earnings/profit growth etc. and what PE do you think it will eventually settle into??

Q: Lightspeed’s next quarterly report is the first week of February. If I was increasing my position for a long term hold do I: buy now; buy half now and half after quarterly report; or all later. I do not have an issue with volatility risk.
Clayton

Q: Gsy has had a nice run and at 52 week high but the market cap is still only $1 Billion. From a valuation have the underlying revenue / earnings kept up to share price appreciation and do you see this as a good growth story over the next 3-5 years

Q: I recently saw a news feature that highlighted the increases in children developing myopia due to the amount of time they are now spending in front of screens.
I am looking for your best ideas to play this theme in Canada, US or internationally.
Would this company be your best recommendation or do you have another?
I have been a subscribing for many years and the 5i team has been outstanding.
Thanks for all you do!!!

Q: Enghouse is a good steady tech holding in my TFSA account that has done well over the years. Do you see it as a good future holding or are there more dynamic options, in Canada or US. I have Can$ and US$ TFSA accounts.
Thanks