Q: Please comment on announcement this morning that LSPD launches ecom for restaurants.Has positive impact on price which increased $1.15 today.Txs for u usual great services & views
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Investment Q&A
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Q: Health Canada approved a drug for GUD & partner Initially price went to $6.60 but ended down 0.03 @ $6.47. Please comment Txs for u usual great services & views
Q: I hold NFI at a huge loss. recently the Globe and mail reported that Adam Gray, who sits on the board of directors, acquired a total of 152,300 shares at a price per share of $15.20 increasing this account’s holdings to 4,507,746 shares. The cost of this investment totaled over $3.8-million, not including trading fees.
This represents about 4% of outstanding shares of this company. Your opinion please on if it is wise to average down or just take my losses and move on,
Thanks
This represents about 4% of outstanding shares of this company. Your opinion please on if it is wise to average down or just take my losses and move on,
Thanks
Q: My questions pertain to SYZ. I am a long time investor in this company and generally really appreciate the shareholder friendly actions the company takes (dividend increases and buybacks).
I also am thrilled at their new approach to the market (investor presentation on their website now, willing to leverage and add growth...). All of these things add up to an accelerated compounder for the future.
The one lingering question I have is what if this new approach is not adopted by the eventual new CEO and yet a new strategy gets employed? What would be your odds on this scenario?
Also, have you spoken recently with management? Is the company open to an outright sale as part of the CEO search?
If this strategy does indeed have legs and they buy their way to rapid growth, do you foresee, given their cash generation a mini Enghouse or Constellation in the making?
Thanks in advance,
I also am thrilled at their new approach to the market (investor presentation on their website now, willing to leverage and add growth...). All of these things add up to an accelerated compounder for the future.
The one lingering question I have is what if this new approach is not adopted by the eventual new CEO and yet a new strategy gets employed? What would be your odds on this scenario?
Also, have you spoken recently with management? Is the company open to an outright sale as part of the CEO search?
If this strategy does indeed have legs and they buy their way to rapid growth, do you foresee, given their cash generation a mini Enghouse or Constellation in the making?
Thanks in advance,
Q: On June 2, it was announced that the CEO would be selling 750,000 shares starting on Aug 4. Would you know how much has he sold? My calculation has it at 315,000 already.
Also why would the stock not go down on June 2 when it was announced instead of now?
Him selling now should be old news!
Thanks
Also why would the stock not go down on June 2 when it was announced instead of now?
Him selling now should be old news!
Thanks
Q: Hi 5i,
Do you think the COVID-19 does impact the residential property business in US and Canada? Since REAL:CA are doing business for U.S. and Canadian residential mortgage and seem like it still very positive, any reason behind?
Do you think the COVID-19 does impact the residential property business in US and Canada? Since REAL:CA are doing business for U.S. and Canadian residential mortgage and seem like it still very positive, any reason behind?
Q: REAL seems to have lost momentum and has high insider trading. Would you still recommend taking a position at today’s position?
Q: What does the market expect from BNStomorrow? Thx
Q: Hi Ryan and Peter,
I had been watching PHO for months. After their earnings call and the pull back and your words on earnings, I was encouraged and finally took a position at $1.80. I have averaged down during this pullback as I thought it was a bit "silly" as Nigel is just trying to temper expectations. They have no debt, nearly 40 cents per share is cash and a great gross margin. Am I correct in thinking the risk is the 3 companies that represent 80% of revenues and revenues dipping/not growing.
So a couple questions:
1. Am I misguided in my thought that it is very cheap right now and a couple more solid quarters would change sentiment?
2. Your past company report estimated value to be $1.93 a share. What do you believe the share price is now?
3. Who do you believe the key 3 customers are and do they have a chance to pick up more?
4. Do you know who their competitors are? I cant seem to find them.
5. At what point, would you "back up the truck"?
Thank you.
James
I had been watching PHO for months. After their earnings call and the pull back and your words on earnings, I was encouraged and finally took a position at $1.80. I have averaged down during this pullback as I thought it was a bit "silly" as Nigel is just trying to temper expectations. They have no debt, nearly 40 cents per share is cash and a great gross margin. Am I correct in thinking the risk is the 3 companies that represent 80% of revenues and revenues dipping/not growing.
So a couple questions:
1. Am I misguided in my thought that it is very cheap right now and a couple more solid quarters would change sentiment?
2. Your past company report estimated value to be $1.93 a share. What do you believe the share price is now?
3. Who do you believe the key 3 customers are and do they have a chance to pick up more?
4. Do you know who their competitors are? I cant seem to find them.
5. At what point, would you "back up the truck"?
Thank you.
James
Q: Pho is in descent .i owned his once before meterioc rise followed by steady decline. Should i continue to hold .
Another stock is MG not the same as PHO but concerning
Another stock is MG not the same as PHO but concerning
Q: Can you give a general overall picture of Boyd's current financial situation? Is revenue and debt an issue at all? Do their numbers look sustainable? And finally, what do you make of their management?
Q: How big a deal is it forming a partnership with pactera.
Q: Got in this stock at 2.44 in 2018. Not the best price to get in, however would you be adding to this stock at these levels for a 5 year hold?
Thanks
Kevin
Thanks
Kevin
Q: I'm somewhat concerned that we'll see more COVID this fall and I wouldn't mind trimming my portfolio of positions less able to benefit (short term). Boyd Income Fund comes top of mind due to people driving (crashing) less and it is also one of my larger positions (4.5%) but also still up (50%). Can you provide me with a quick note on how they've been doing this year (business, not stock price) and how significantly their revenues have been impacted? What is their outlook like?
Honestly, they seem to me to have held up better than I might have expected...
Cam.
Honestly, they seem to me to have held up better than I might have expected...
Cam.
Q: Please share your assessment of Q2 2020 results and any highlights from conference call.
How long would it take for the hopsitality/hotel segment to recover to reasonable levels?
Thank you.
How long would it take for the hopsitality/hotel segment to recover to reasonable levels?
Thank you.
Q: Your thoughts on Fiera Capital & thanks...
Q: Thoughts on the quarter please?
Q: Comments and thoughts on the quarter? Thanks
Q: Hi team
a great pick by 5i research, thumbs up
I wonder if some of the shares are owned by the Quebec Pension board
and the CPP
It would help to see if they actually let the public knows how many shares ; especially recently added
Thanks
It would greatly increase the long term outlook for GSY if the above can be confirmed
Michael
a great pick by 5i research, thumbs up
I wonder if some of the shares are owned by the Quebec Pension board
and the CPP
It would help to see if they actually let the public knows how many shares ; especially recently added
Thanks
It would greatly increase the long term outlook for GSY if the above can be confirmed
Michael
Q: Hi 5i,
Any reason that Bill Holland (Board of Directors) sold a total of 270,766 shares at an average price per share of approximately $31.56. Do you think it will have negative impact to the stock? In general, Investors monitor insider buying and selling since buying activity is often seen as a positive sign that executives believe the stock will rise in the future. Conversely, insider selling can be seen that executives believe the company and its stock price may underperform in the future. Do you see any possible of underperform reason, please kindly advise.
Any reason that Bill Holland (Board of Directors) sold a total of 270,766 shares at an average price per share of approximately $31.56. Do you think it will have negative impact to the stock? In general, Investors monitor insider buying and selling since buying activity is often seen as a positive sign that executives believe the stock will rise in the future. Conversely, insider selling can be seen that executives believe the company and its stock price may underperform in the future. Do you see any possible of underperform reason, please kindly advise.