Q: LSPD on US today closed @ US$33.94 + $5.77 on 135shs(4392 sh , av/3mos) on no apparent news.On July 31,CIBC issued a report expecting a good Q1 with a outperform & C$47 TP. PI has a C$43 TP On July 30 it announced a launch of new features to drive digital transformation of retail smbs. Do you have other news? Reporting on Aug 6 before open.What is the estimated EPS & Rev. Txs for u usual great services& views
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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: What's driving Sun Life up? Its ability to make money would seem to me to be limited in this low rate environment, but it's outpacing Amazon and Apple, this month, not to mention quieter stocks like Algonquin and Loblaws.
Q: I am a long term CSU shareholder. I have full confidence in management but less confidence in their growth prospects at this stage. The types of slow or no growth software businesses that they acquire are in secular decline and CSU has no organic growth.
Is 5i’s confidence in CSU’s business prospects misplaced at this point??? Should we stay put to see if the “inevitable” decline materializes or try to anticipate this and step out of the way?
Thanks for your awesome guidance.
Is 5i’s confidence in CSU’s business prospects misplaced at this point??? Should we stay put to see if the “inevitable” decline materializes or try to anticipate this and step out of the way?
Thanks for your awesome guidance.
Q: Photon Control is on a rampage this week with no news to see, is there any reason behind the movement that i am missing?
Cheers, Jacob.
Cheers, Jacob.
Q: I hold Gildan and am down substantially like many shareholders. I still think I should continue to hold due to all the uncertainty created by the Covid 19 situation. Gildan's go forward plan and strategy seem fine to me. What are your thoughts? Thanks.
Q: Hi, Could you please comment on the Quarterly results released this morning. How do rate the outlook and increased dividend ? Thanks
Q: I’ve seen lots of support for GIL on your answers and it is a holding of your balanced portfolio. Would the 4% drop today be a good entry point? Thank you
Q: SJ was removed from the portfolio. Is s ok to buy now.Txs for u usual great services & views
Q: Can you add more info on SHOP after their earnings call. Quite a stunning quarter. Expected it to good but not that good.
Q: Please comment on the quarter
Q: This is an observation on Knight after your response to Cheryl's inquiry and your revised position stating you are getting edgy about this company.
One aspect of investing I have learned from my time with 5i is to have patience with a company and to not react to one quarter results.
Regarding Knight, we waited and waited and finally they did a solid acquisition which closed at the end of November 2019. 5i indicated it was a good deal for Knight.
They have not completed the deal as they are still pursuing the 48% from BTO shareholders. This is an unusual way to buy a company and it taking a long time.
However, after they pay everything, they will have no debt, lots and lots of cash and have repurchased over 12M Knight shares. They are presently doing a second NCIB with the intent of buying another 10,8M shares. So, they are buying 20% of the floating shares, enhancing shareholder value. Should they have started a dividend instead? I think that was too early and approve of their share repurchase. However, does that mean they don't see any future deals on the near term horizon? I do not know but they will still have a few hundred million...
They have now reported one quarter. The sales met one analyst's estimate but fell short with the other two. Not exactly a disaster considering it is a new company in new and faraway countries during a pandemic. The company says the virus is a non-factor but many in South America, and everywhere, are more reluctant than usual to seek medical treatment that is not absolutely necessary because we want to stay home and that has to hurt drug sales.
I think this company's share price will be double by this time next year and will be approaching $25 - $30 by the end of 2023. Considering the high valuations in the market today, this seems like a prudent investment. If they have not performed by December 2023, I will sell my large position and take the bath. However, I am not buying any soap today.
Do you have any update on whether they have purchased any shares on the second repurchase? And, they were late reporting the last quarter so when do they report again?
It is almost unthinkable to differ from your opinion on any stock because you are all so smart. We'll just have to see on this one but I think it's too early to expect so much after waiting so long...
Thank you.
One aspect of investing I have learned from my time with 5i is to have patience with a company and to not react to one quarter results.
Regarding Knight, we waited and waited and finally they did a solid acquisition which closed at the end of November 2019. 5i indicated it was a good deal for Knight.
They have not completed the deal as they are still pursuing the 48% from BTO shareholders. This is an unusual way to buy a company and it taking a long time.
However, after they pay everything, they will have no debt, lots and lots of cash and have repurchased over 12M Knight shares. They are presently doing a second NCIB with the intent of buying another 10,8M shares. So, they are buying 20% of the floating shares, enhancing shareholder value. Should they have started a dividend instead? I think that was too early and approve of their share repurchase. However, does that mean they don't see any future deals on the near term horizon? I do not know but they will still have a few hundred million...
They have now reported one quarter. The sales met one analyst's estimate but fell short with the other two. Not exactly a disaster considering it is a new company in new and faraway countries during a pandemic. The company says the virus is a non-factor but many in South America, and everywhere, are more reluctant than usual to seek medical treatment that is not absolutely necessary because we want to stay home and that has to hurt drug sales.
I think this company's share price will be double by this time next year and will be approaching $25 - $30 by the end of 2023. Considering the high valuations in the market today, this seems like a prudent investment. If they have not performed by December 2023, I will sell my large position and take the bath. However, I am not buying any soap today.
Do you have any update on whether they have purchased any shares on the second repurchase? And, they were late reporting the last quarter so when do they report again?
It is almost unthinkable to differ from your opinion on any stock because you are all so smart. We'll just have to see on this one but I think it's too early to expect so much after waiting so long...
Thank you.
Q: Hi, Could you please post Shopify quarter street estimates for Rev/EPS. Thanks
Q: Absolute has doubled to 7% of my portfolio. Do I sell half or wait a few more months, see what happens?
Q: Is there any indication that LSPD is diversifing toward Businesses not so impacted by Covid 19 . Heard this weekend its been 6 months since 1st Covid case in Canada ( Officially) . Hoping they can Pivot and change to other customers as I am sure demand is huge . Thoughts ?
Many Thanks,
Greg
Many Thanks,
Greg
Q: Hello. I have a two 'DSG questions':
Given KXS is currently 4.5% of my portfolio - would you add some DSG... or is this an unnecessary overlap?
Why do you think KXS has significantly outperformed DSG since March?
Thanks!
Given KXS is currently 4.5% of my portfolio - would you add some DSG... or is this an unnecessary overlap?
Why do you think KXS has significantly outperformed DSG since March?
Thanks!
- Photon Control Inc. (PHO)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Badger Infrastructure Solutions Ltd. (BDGI)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Boyd Group Services Inc. (BYD)
Q: What are the prospects for badger daylighting in the next year? What companies in your balanced equity portfolio do you predict will have solid growth over the next Couple years?
Also your outlook for pho over the next year?
Also your outlook for pho over the next year?
Q: What is going on with GUD in your opinion? The market is not liking it too much.
Q: Recently selling by 2 directors & Ceo ranging $74.97 to $78.50 recent record $78.50 H ,$72.335 current price) Please comment.Is this opportunity to start a position in view of above & sell off of the Tech sector the last 2weeks after superior performance. Txs for u usual grest services & views
Q: Hi, Any comments or read into the 4 large block trades/cross with a total of 759,700 shares by Acumen Capital, Thursday ? On Wednesday also, there was a large trade of 34,200 shares. For a thin trader like Sylogist, it's a bit out of norm. Someone, building a large position or NCIB buybacks by the company ? Thanks
Q: Do you consider their high P/E and low profits an issue or is this common for a company who is cery active in acquisitions? Thanks