Investment Q&A

Q: I apologize for bringing up GUD, however there seem to be quite a few people waiting to jump on this stock. (I just did)
I have noticed as the price erodes there is a buyback, insider purchase or indication of possibly something coming up; creating a small flurry of buying until it deteriorates again.
This stock has been kept in the BE because of the co. strategy/positioning, cash position and track record of the CEO.
The CEO has stated you invest in GUD for your grandchildren -so the focus is on the business and not headlines or announcements.
It seems to me the insider/corporate buying is a signal to be patient - that they aren't asleep but are investing their own money and retained earnings back into GUD because it makes good business sense.
I can't imagine propping up the price for any other reason(please confirm).
Thank you

Q: I am looking for name to add on my new TFSA contribution. Is it a buy for XBC today or you would wait for the pull back to enter?

Thank you,

Q: comments on mg

Q: I already own XBC, and have been looking at GRN it has moved up a bit lately. Is it a buy? Was just wondering how much difference there was in these two companies. XBC seems to be more into the hydrogen and cleaning of gases. Is GRN more into RNG equipment and installations. I know you really like XBC and was wondering whether it would be suitable to buy GRN. Or do you have another company in the same field that might be better or should I just add to my XBC.
Thanks John

Q: Hi!

Any reason for the recent move upwards in Kinaxis? Up about $10 yesterday and another $5 today, but I can't find any news. Seems to be trading in a range from the last little while between $165 and $190.

Jason

Jason

Q: I am seeing a PE of 730 (trailing) and 303 (forward). how long do you think it will take to "grow into these PE's" based on current earnings/profit growth etc. and what PE do you think it will eventually settle into??

Q: Lightspeed’s next quarterly report is the first week of February. If I was increasing my position for a long term hold do I: buy now; buy half now and half after quarterly report; or all later. I do not have an issue with volatility risk.
Clayton

Q: Gsy has had a nice run and at 52 week high but the market cap is still only $1 Billion. From a valuation have the underlying revenue / earnings kept up to share price appreciation and do you see this as a good growth story over the next 3-5 years

Q: I recently saw a news feature that highlighted the increases in children developing myopia due to the amount of time they are now spending in front of screens.
I am looking for your best ideas to play this theme in Canada, US or internationally.
Would this company be your best recommendation or do you have another?
I have been a subscribing for many years and the 5i team has been outstanding.
Thanks for all you do!!!

Q: Enghouse is a good steady tech holding in my TFSA account that has done well over the years. Do you see it as a good future holding or are there more dynamic options, in Canada or US. I have Can$ and US$ TFSA accounts.
Thanks

Q: Comments on SIS, please.
I see the x div date is Dec 30, when is the next one? I'm think of taking some gains and maybe picking it back up when it gets boring again.

Q: Hi 5is,
Any insight on why SIS is up so much today? Is it a buy, sell or hold at this price? thanks

Martin

Q: Whats moving this today? Thx

Q: do you know of any green building carbon neutral type companies in Canada that may have a rosy future?

Q: I have received 31 shares of Topicus from CSU. Can you give me some idea of what they are worth? I understand they will will not be available to trade until after February 1st?

Q: KXS has been struggling since mid Nov since articles of it being sued,which now appears regularly on its site.It closed at $167.07 on Jan 15.What is an attractive price to buy? Thanks for u usual great views & services.

Q: These two companies appear regularly when you mention companies that are "cheap" with good growth prospects. Of the two, which is "cheaper" and which would you expect to have more stock price appreciation in the next 12-24 months?

Also, GSY is up 10% today - is that due to their sale of Paybright to Affirm? Seems overdone if so...

Q: Hello Peter,

I’ve held this company since the Split in 2018. Since that time the share price has been less than my cost, that is until just lately. Based on its performance, does it remain in the BP for sector balance, or do you feel it has been consolidating for the last 3 years and has room to run?

Q: I was wandering if you buy a stock and it has gone up double or even tripled
in value is it better to take out the initial investment and put it elsewhere or keep all the shares and see how far it can go ….which is more advantages in growing your portfolio
example GSY I bought it in the $ 30 range.

Thanks

Q: Go Easy finally broke 100$ on their announcement about the sale of PayBright and Affirm holdings. This seems very positive. Historically it has been noted they have been valued lower due to the business segment they operate in. Do you see this announcement as reducing perception of the company and will allow it to trade at higher multiples? BMO Investorline Value Analyzer product shows close to 90% upside from here is possible.