Investment Q&A

Q: Their just posted numbers look like a solid beat to me...do you agree? The stock is down about 17% as I write this question so it appears the future outlook is negative due to Covid-19 worries both real and imagined. Still a hold in your opinion?
Thanks,
Jim

Q: Down 12% today. Is that related to the drop in US healthcare REITS?

If not, do you know why?

Sheldon

Q: What are your current thoughts on SJ? Is it a buy in these volatile times?

Q: My understanding is that at least some of Lightspeed's business relates to the restaurant industry. If this is indeed true could you please comment on whether the Corona Virus outbreak might affect their revenue. It seems to me that people will be less inclined to go to restaurants until what has now been called a pandemic is under control. Also do you think that Lightspeed has the fundamentals to withstand a market downturn for the next several months or perhaps longer. Your insight into this situation would be greatly appreciated. Thank you.

Q: Would you buy Lspd if it falls to IPO price at $18? Do you think it’s further downside and what’s the book value of Lspd ? Many thanks

Q: Hi,

Seeing that BCI has held up pretty nicely in these volatile markets. Is this due to it's small size, lack of coverage or because it is a very thin traded stock? Or is it something else?

Thank you

Q: Hi 5i team! What can we expect from the Q4 results for PBH that will be released this week? Thanks again for the sound advices in these turbulent times.

Q: I bought PBH at 5% weight and now only at a 3% so if I was to buy more would buying back to 4% weight be okay or would this be considered too high during these times of volatility ? I have a very long time frame.
Thanks

Q: If NFI is already owned but would like to increase the number of shares would you rate this stock as a buy or hold or sell?
Thanks

Q: would you wait till after earning to add to GUD?
Thanks

Q: HR has taken a big hit and now has a nice yield of 7.4%. Any danger of a cut and would you add here? Thanks Ron

Q: Hi, what is your take on Richard's Packaging results announced today ? Thanks

Q: Distributable cash dropped 36 cents a share which seems quite large. Is there any reason for this?
Thanks
Mike

Q: I've held this company since 2012. Fortunately, I have taken profits several times over the 8 years. With the decline I am undecided on adding to this position or liquidating. Only a 1% position. Based on the fact sheet on their website trailing earnings are sitting at 17.4x PE. Can you please tell me what you have for forward earnings estimates? thanks.

Q: Has the rationale for the Dutch auction fallen apart now that the shares are currently trading well under the lower limit ($39/share) of the auction. And the shares likely have further to fall given the social distancing effect of Covid-19 on their business. And if the auction was cancelled the shares may trade even lower on the news.

At this point why not cancel the auction, and instead, aggressively buy back as many shares as possible in the market? Maybe GC wont be able to purchase the same number of shares as with the auction but they will get them at a cheaper price. If they still are overcapitalized after the share repurchase they could always start to issue dividends. Nothin' wrong with that!!

Cancelling the auction makes the most sense to me. If they cancel we will have a GREAT opportunity to buy Great Gaming.

Q: Hello
I hold both stocks and liked them so far. I am considering back some more stocks with both stocks currently down with this market volatility.
With the corona virus fear and probably a recession, how do you see both companies outlook based on their overall earnings and management.
Do you still consider PKI as a good growth stock?
Do you suggest waiting for more downturn before buying them ?
Thank you

Q: With the carnage going on in oil. IF, one still to partake in the gamble, is Enbridge a better gamble being a midstream company vs a producer. It looks decent for an entry I think

Q: The TD report on TOY earnings says:
Q4/19 Results: A Self-inflicted Trip to the Penalty Box
(owing to an ill-advised transition to a new DC during its peak selling season).
TD is famous for using acronyms in their reports. DC?
Confusing. Can you explain what transition they are talking about?
Thanks

Q: Lightspeed just closed a $175M financing a couple of days before the meltdown. Great timing for them and their large shareholders who also sold some stock.
Would you buy this stock now at $30? It's up from $18, the 52 week low but more than one-third down from their $49 high. What do you think?

Q: Has the Brazilian currency gone up or down much since Knight made the purchase of Biotoscan and do see it as an influencing factor overall or is the currency relatively stable?
Thanks.