Q: Why do you think the markets have been negative on GUD lately? Their last few quarters have shown significant growth in income. I show GUD down about 28% on the year. Thanks.
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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: Please comment on earnings
Q: Could you comment on WELL’s new acquisition DoctorCare Inc? Why is the stock going down after the news? Thanks!
Q: Hi, Could you please comment on CSU earnings. Thanks
Q: If you didn’t own a position in GUD. Would you start one at this price? Or is it a candidate for tax loss selling?
Q: Trying to understand the reaction to SHOP's apparently good results. Understand the overall market sentiment is weak. The range of views of analysts are all over the map. Some have buys with high target prices, some have hold with average prices and this afternoon Merrill came out with sell and a low price. Most of these analysts have rating records in the top 10% of all analysts (according to TD). Can you shed some light? How would 5I rate the stock?
Q: Have some money in a RRSP to invest and committed to continue investing in Constellation Software.
With the upcoming spin-off, Topicus, should I buy Constellation after the dividend/spinoff, or are we better off buying more of Topicus because it's essentially an earlier and smaller version of Constellation which means it's more likely to grow faster on a percentage basis.
Also are there any concerns with it being primarily in Europe versus Constellation which is much more diversified between geographies?
With the upcoming spin-off, Topicus, should I buy Constellation after the dividend/spinoff, or are we better off buying more of Topicus because it's essentially an earlier and smaller version of Constellation which means it's more likely to grow faster on a percentage basis.
Also are there any concerns with it being primarily in Europe versus Constellation which is much more diversified between geographies?
Q: I would like to own WELL. My hesitation is what you identify under Key Risks in your report - "inability to compete with larger players such as Telus and Loblaw in the digital health care solutions space ".
I own both Telus and Loblaw and recognize that their exposure to digital health space is a small part of their over-all business at this point while WELL is the pure play growth option.
Having difficulty assessing this and would appreciate your thoughts.
Not asking for specific portfolio advice , but just in broad , general terms -
if one owns these two larger companies , would it be appropriate to put Well in the "like to own " rather than "need to own " category and allocate capital elsewhere .
Thank-you
I own both Telus and Loblaw and recognize that their exposure to digital health space is a small part of their over-all business at this point while WELL is the pure play growth option.
Having difficulty assessing this and would appreciate your thoughts.
Not asking for specific portfolio advice , but just in broad , general terms -
if one owns these two larger companies , would it be appropriate to put Well in the "like to own " rather than "need to own " category and allocate capital elsewhere .
Thank-you
Q: I have a1/3rd position and am considering adding on this drop. I would appreciate your thoughts. Thanks
Q: I wonder what would be the impact on GSY , if we enter into a negative interest rate environment. Please comment on the possibility of a negative interest rate . Thanks a lot.
Q: What are your thoughts on Gildan's latest financial results. Overall I am down on Gildan and thinking of buying additional shares based on their results. Do you agree? Thanks.
Q: Can you comment on Shop's earnings after the conference call. Is this enough of a beat to maintain it's price momentum?
Q: I am curious as to why SHOP's share price is dropping after Shop's great earnings release.
Peter
Peter
Q: Hi team,
Please comment on the quarterly results this morning.
Thanks!
Please comment on the quarterly results this morning.
Thanks!
Q: Can you explain briefly why you think KXS is a good company for the long term.
Does it provide a service with a good moat?
Thanks, Peter
Does it provide a service with a good moat?
Thanks, Peter
Q: Can you comment on signifiance of deal signed with TikTok. What does it mean going forward.
Q: Ever since CSU announced more detailed info on the spin out, it has dropped
nearly $100. Was there something in that release that investors didn't like?
Thanks
nearly $100. Was there something in that release that investors didn't like?
Thanks
Q: Why did Byd drop $17.36 or 8.14% last Week?
Q: Do you have any information on the timing of Topicus shares being available for purchase?
Q: Hi,
I hold SHOP. Recent write ups on the company reflects a very pessimistic view towards the stock based on valuation and its future growth.
I agree with the thesis that it’s worth paying more for good companies that are growing.
What is your view on SHOP as a growth stock for now and the future, 3-5 years .
Thanks,
I hold SHOP. Recent write ups on the company reflects a very pessimistic view towards the stock based on valuation and its future growth.
I agree with the thesis that it’s worth paying more for good companies that are growing.
What is your view on SHOP as a growth stock for now and the future, 3-5 years .
Thanks,