Q: By mistake I used US dollar to buy CSU, it now shown in my US investment account. Do I need to do anything with CSU , ( sell then buy in Canadian account ? ) regarding to the TOPICUS spin out. Thanks for your excellent service.
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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 5I,
I own REAL and am hanging in there through this down draft on the share price as I believe that it will do well in this low interest rate environment that is expected to carry on for a few more years as (addressed in the Fed comments this week). I read your response to a question that a negative impact is that they are concentrated with a few large institutions and losing one could impact the company at least in the short term. It lead to my wondering who are their competitors in this market? Would you consider REAL a disruptor in this field and are they early in the process? Thanks
I own REAL and am hanging in there through this down draft on the share price as I believe that it will do well in this low interest rate environment that is expected to carry on for a few more years as (addressed in the Fed comments this week). I read your response to a question that a negative impact is that they are concentrated with a few large institutions and losing one could impact the company at least in the short term. It lead to my wondering who are their competitors in this market? Would you consider REAL a disruptor in this field and are they early in the process? Thanks
Q: PHO has just added a South Korean partner. Is this a tuck-in or a meaningful addition for PHO which seems to be languishing since reporting its earnings ? I always appreciate your advice.Thanks
Dave
Dave
Q: In your response to Leonard today regarding the potential CSU spinout of Topicus you mentioned that CSU shares will likely drop to reflect the value of the spin out. Does that imply that shareholders of CSU would receive shares of Topicua? Thank you.
Q: Hi, Any insight into pricing of 1.1 miliion shares secondary of common shares and $800mln convertible notes offering by Shopify ? Thanks
Q: Two part question about CSU: some time ago there was an announcement of a transaction where a company acquired by CSU would be "spun out" to CSU shareholders. Can you provide details of what is to happen? when is it to happen? do you expect CSU's share price to decrease as a result? What tax consequence will there be to CSU shareholders?
Secondly, I recently read the following:
"Our Strong Sell is based on our conviction that it
is difficult to create shareholder value by
continuing to add shrinking legacy software
businesses to 100’s of other shrinking legacy
software businesses. With organic topline
contraction and fading operating leverage, we
see CSU’s “never-ending roll-up” finally hitting
hard limits. In our view, CSU is too reliant on the
assumption of customer stickiness for legacy
apps with expensive support contracts in
dozens of niche/vertical markets. We see these
apps increasingly dislodged by less expensive,
more inherently agile, cloud alternatives. A
Covid-19-driven economic downturn would
likely intensify this competition, as it is our
experience that, rather than preserving the
status quo, tough times drive customers to
overcome inertia and accelerate paradigm
shifts in enterprise IT."
What is your assessment of this?
Thank you for your excellent service.
Secondly, I recently read the following:
"Our Strong Sell is based on our conviction that it
is difficult to create shareholder value by
continuing to add shrinking legacy software
businesses to 100’s of other shrinking legacy
software businesses. With organic topline
contraction and fading operating leverage, we
see CSU’s “never-ending roll-up” finally hitting
hard limits. In our view, CSU is too reliant on the
assumption of customer stickiness for legacy
apps with expensive support contracts in
dozens of niche/vertical markets. We see these
apps increasingly dislodged by less expensive,
more inherently agile, cloud alternatives. A
Covid-19-driven economic downturn would
likely intensify this competition, as it is our
experience that, rather than preserving the
status quo, tough times drive customers to
overcome inertia and accelerate paradigm
shifts in enterprise IT."
What is your assessment of this?
Thank you for your excellent service.
Q: When their numbers came out for the quarter last week they seemed very good,but stock has been going down ever since the conference call!!Any reason??
Q: Hi 5i Team - According to my information Shopify has about 120 million shares outstanding. Do you think it is possible or probable that they may do a stock split in order to bring the share price down to a range that might attract new retail investors. Also What is the latest insider holdings information including recent buying and selling activity. Thanks.
Q: hi, the PE on KXS is around 142 according to one source today. is this correct? historically, what PE ratio would a high growth company with positive earnings be?
Q: Good day guys ,
This might be a silly question , that being said I own shares in Canadian dollars , would u advise to transfer the shares to the south of the border side ?
Also when will 5 i be represented on market call again .. it’s been awhile .
Thx
Mark
This might be a silly question , that being said I own shares in Canadian dollars , would u advise to transfer the shares to the south of the border side ?
Also when will 5 i be represented on market call again .. it’s been awhile .
Thx
Mark
Q: Hi,
Much like all tech stocks, shopify has also come under selling pressure recently. Is it still a buy at the current level?
Thanks
Much like all tech stocks, shopify has also come under selling pressure recently. Is it still a buy at the current level?
Thanks
Q: Have a loss in REAL. What are your thoughts on selling it and replacing it with WELL. Do you see equal growth potential for both companies?
Thanks. Peter
Thanks. Peter
Q: HI
I purchased LNF a few months ago when it was a recommended strong buy by 5i. It has grown 10.98% YTD and 44% since my time of purchase. Last Friday, it reached a 52 week high and the company announced that it would buy back 4.99% of its shares starting Sept 15th. My understanding is that one of the reasons a company might buy back shares is to increase its price. To me, it seems to have already grown quite a bit.
1. Should I sell part of my shares given its growth?
2. Should the buy back have any weight on my decision to sell?
3. How does 5i decide on its recommendation (eg. hold etc)?
thanks again for all your help
I purchased LNF a few months ago when it was a recommended strong buy by 5i. It has grown 10.98% YTD and 44% since my time of purchase. Last Friday, it reached a 52 week high and the company announced that it would buy back 4.99% of its shares starting Sept 15th. My understanding is that one of the reasons a company might buy back shares is to increase its price. To me, it seems to have already grown quite a bit.
1. Should I sell part of my shares given its growth?
2. Should the buy back have any weight on my decision to sell?
3. How does 5i decide on its recommendation (eg. hold etc)?
thanks again for all your help
Q: Was there anything in the report of conference call that is making the stock go down 6%?
Thanks
Thanks
Q: Thoughts on the quarter please?
Q: I have been looking to take a position in Lightspeed for some time now, when it was in the $24 range, but it went up too fast too soon. with the current 15% drop and the IPO coming up, would you suggest I buy now, wait until the pricing is announced or until the issue is completed? Do you expect much volatility particularly to the upside in the interim?
Regards
Rajiv
Regards
Rajiv
Q: What are the expectations for ENGH's numbers for Thurs? I'm afraid that expectations may have crept up too much after last qtr.
Thanks in advance,
Thanks in advance,
Q: Can I please have your thoughts and analysis Of Descartes recently announced earnings and what you see for the stock going forward. Thank You.
Q: Just for fun and just your opinion, but where do you see CSU 10 years from now?
Q: Hi 5i - what does the Lightspeed US IPO mean for current shareholders? The stock is trading down following the announcement today. Appreciate your perspective on this announcement. Thanks