Investment Q&A

Q: Hello Team,

Real Matters held their cc today. TD in a research note indicates that Real expects T&C to see a Tier 1 lender to be brought on board in the current quarter and for revenues to accrue in the 3rd quarter. While I note that the Company is working on getting a tier 1 lender into T&C, is that your takeaway from the call as well?

Q: Just wanted your thoughts on why it's drifting lower and lower. Does 5i still consider it a growth story? Been very happy with my porfolio these days, but feel sorry a bit for the small portion I attributed to GUD. Thanks!

Q: I bought REAL at 27. Do i sell and move on. Or is there decent recovery potential. The stock still looks to be good value at the current price. Would you consider averaging down to be a good option if position size will not be too large.

Q: Hi team,

Can you please provide your comments on the quarter?

Thanks!

Q: Peter; Did u listen to the conf call yesterday - seems no one liked it by today’s drop- or just a general market weakness? Thanks,
Rod

Q: I'm looking for a pull back to add to my LSPD position. We've seen some weakening over that past couple of days. What price would you step in.? Should I wait until earnings in February?

Q: The RBC direct investing website values Lightspeed at $47.94. Today, the stock closed at $83.84. Why is there such a discrepancy between RBC and the TSX?
Any insight is much appreciated.
Thanks.

Marc

Q: Thoughts please on the Savaria acquisition? Thx

Q: Shop reports on Feb 17/21.
What is 5i opinion regarding estimates?
Thanks in advance
Rick

Q: Hi Team,
What do you think of adding SHOP at this point? Do you expect a good earnings report next month?
Thank you!

Q: What do you see hapening to engh in the next 3-6 months. I sold it for a good gain in my unregistered account at the recent highs. I bought back in ( in a registered acccount) after the pullback and when I started seeing what I thought was a bottom earlier this month. However the slow decline seems to be continuing...Have I missed something driving the price down? You seem to be favouring other tech names these days which is partially why I sold it. The plan was to buy back in, havest the yield from the special and feb div and hopefully get a small price gain as well in the next few month then swicth to one of your recent more favoured tech stocks ( likely lspd). If you see no strong reason for the recent pullback I will hold ( my feeling) , if you think the decline is cause for concern ( I've missed some news or issue) I woull likely sell and move another name now.

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.