Investment Q&A

Q: whats dropping this today?

Q: If you had to choose between TFII and KXS for a three year investment, which would it be?
Thanks for all the advice.

Q: can this company kill the penalty get back on the powerplay is their a belief this managment has what it takes to compete .thanks

Q: Does the current chip shortage directly help Photons bottom line or do they purchase chips and then produce a specialized (niche) chip as their product. Thus higher chip prices would not help their bottom line.
Thanks

Q: What is your opinion of DOO? Would you buy the stock at these levels?

thanks

Kim

Q: just wondering what is happening to KBL today. Looks like their contract in Edmonton was renewed - but the stock action seems to be over the top. What am i missing here?

Q: Hello,

Can I please have your updated opinion on the concerns raised in this new short report on WELL.

https://www.antya.ca/research/well-health-technologies-corp-it-is-a-bird-it-is-a-plane-noooo-it-is-a-torpedo-it-will-blow-up/

Q: What are your thoughts on REAL earnings announced this morning (Wednesday). Looks good and a beat. Should this get the stock moving?

Q: Hi Team,

Please give us your thoughts on the quarter.

Thanks!

Q: Hi 5i team,

Was looking at the Kinaxis Company Profile page on your web site in anticipation of KXS upcoming earnings report on May 5.
There is a huge divergence in the Q1, Q2, FY1 and FY2 wrt the 90/60 vs the 30, 7 and Current consensus EPS estimates.
Can you please explain the reason for the divergence? Was this simply due to their lowered guidance after their last Q release?
It seems like this is setting up for some major disappointment ahead wrt EPS changes.
Is this already reflected in the current stock price?
What is Kinaxis track record for meeting/beating guidance?
I assume the stock is a hold until on or after May 5 and perhaps buy into any weakness in anticipation of some new meaningful contracts in 2021?

Cheers,
Steve

Q: Kindly give us your take on the just released TFII Q1 results and forward prospects. Thank you very much.

Q: Last week DND held a Virtual Investor Day which I missed. Were there any highlights concerning the company's plans going forward or was it mostly housekeeping material?
Thanks
Dave

Q: I was interested in Jeff's follow-up comment on Excelon sales declining. Who sold it before Knight in Latam and Canada? Perhaps the reason the company made a deal with Knight is to improve visibility and awareness while giving Knight's sales force new avenues for it's other products.
The price tag does not appear to be a bargain (Knight paid $360M or double for $250M sales in Biotoscan). Surely Goodman sees value in this deal. If there was no effort before then potential must be factored in and I suspect Latam is the more coveted marketplace. Can you comment and provide any previous history with sales of this product. Alzheimers us unfortunately, not going anywhere soon.

Q: Hi Team,
Could you comment on SHOP? it hasn't gone anywhere since last July.... Is this about market sentiment? no more momentum? Should I get out???
Thanks!

Q: Interesting that Well Health has shot up 8% this morning. Was there any news? Could there be a potential short squeeze occurring?

Q: Just a further comment to James' question and your answer regarding the Exelon purchase. This purchase left me scratching my head. I am a healthcare provider who works in the area where Exelon would be used. I don't see much Exelon used. As you indicated, it is a mature product. However, revenues have been declining over several years, at least according to Macrotrends (available at https://www.macrotrends.net/stocks/charts/EXC/exelon/revenue) so I don't know what rabbit GUD can pull out to wring increased revenues from this medication.

Q: Great article on Csu and its founder Leonard by Andrew Willis, Apr26 Globe and Mail Report on Business

Q: Hello,

Interested in your answer earlier this morning that you believe WELL at $5.75 is attractive and what you based that value on? This concerning to me as many questions have been asked of your team top picks as to where to deploy new money over the past months and WELL was more often than not included in the answer. At these points WELL was trading between $7-$9 range. So fundamentally, what has changed?

Q: Do you believe Magna is a buy at today's price?

Q: Thanks for your great services. Earlier during Covid, I put in an order for well at $4.20, but only 10% of the order was filled. I've watched my tiny position do well over the last 6 months - wishing I had a larger position, LOL. I guess it's anyone's guess how low the stock could go - perhaps you can comment on that. Can you recommend an entry price for a bargain hunter?