skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have held Kinaxis for a few years and it has always been fairly steady with growth. For the last few months it has really moved up. From your previous comments you indicate it has been adding new contracts with existing customers to explain this. My question is how could this cycle be disrupted. I feel comfortable not trimming on a stock like this.
What are your thoughts
Thank You, Peter
Read Answer Asked by Peter on April 24, 2020
Q: I just read your report on PBH and wondering what does China have to do with supplying pork to PBH? (ref. Growth Plans section of the report). I always thought China was a net importer of pork and am shocked if Canada /PBH is buying Chinese pork. Please explain the China connection to PBH operations and its impact on PBH earnings & growth.
Read Answer Asked by EDWARD on April 24, 2020
Q: Hi,
SHOP has been a great performer for my portfolio. I reduced my position by approximately 40% yesterday. (April 21), thinking that the stock looked “topped out”. To my surprise it continued its uptrend today. I like to term this stock a “monster”. It’s unbelievable they way it’s moving up. Is this move sustainable and do you think we could see $1000 in the near future ? Also what is really driving this stock.... could you share your thoughts ?

Thank you and be safe .
Read Answer Asked by ilie on April 23, 2020
Q: hi folks:

understanding that byd is well run, i wonder why it has held up so well

logically it seems that they will likely be a year (possibly more) till they return to full capacity; given the volume of people that will not be driving

do they have the balance sheet to take advantage of the fire sale that surely will be coming in 'mom and pop' panel beater co's; allowing them to buy more assets at fire sale prices?

is byd just getting a bid from the safety trade as it 'appears' (ok, to me) that there is no solid reason for it to have recovered so well?

thanks
Read Answer Asked by Robert on April 21, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!