Q: I've held GUD for 3 or so yrs, up a modest 11%. Looking for more growth so thinking about swapping GUD for LSPD. 5+ yr hold. I have no tech and SIS in healthcare. Thoughts?
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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: I don’t like to add to my losers but the price drop of SIS makes it tempting. The stock is still an expensive one but do you think the dividend will start to give it some support? I’m concidering bringing this back up to a 2.5% position as I feel there’s lots of growth potential and I have a long time horizon.
Q: What are your thoughts on the news this morning and the company in general?
Q: Do you see a possibility of a takeover ?
Q: Sis recently reported AGM vote results and there were significant witheld votes for the 3 Bourassa members of the board, and highest for Robert. At the same time, performance continues to be good (as you note in recent report update). However, your full report notes key person risk for the Bourassa's. What can you tell us that would explain the withheld votes? Is this a trouble signal?
Q: Does the below note (from BMO) mean SQ is looking to push into the same space as LSPD? Do you view them as competitive or is overlap minimal?
01:38 PM EDT, 06/06/2019 (MT Newswires) -- Square (SQ) on Thursday said it will allow orders from Postmates, DoorDash, and online order integration company Chowly to appear directly in a restaurant's point of sale.
The move will give owners a combined delivery and point-of-sale product, eliminating the use of multiple tablets and the need to manually enter online orders, Square said.
01:38 PM EDT, 06/06/2019 (MT Newswires) -- Square (SQ) on Thursday said it will allow orders from Postmates, DoorDash, and online order integration company Chowly to appear directly in a restaurant's point of sale.
The move will give owners a combined delivery and point-of-sale product, eliminating the use of multiple tablets and the need to manually enter online orders, Square said.
Q: hi there - up sharply June 10 - cna't find any news. Did i miss something.
Thanks
Thanks
Q: I own PBH and bought at the high end so still under water. It is a 3.5 % weight in my portfolio. Do you think it would be ok to average down and bring PBH to a 4% holding or just hold at the 3.5 % ?
Thanks
Thanks
Q: With the recent run up of LSPD, would you buy it at today's price or wait for a pullback. If you suggest wait for a pull back, at what price would you buy in at.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: What are the company's that compete directly with Lightspeed?
Q: Two general questions:
My ACB on RPI is approaching zero. When I eventually sell, will Revenue Canada consider zero as the minimum possible ACB or am I expected to continue to calculate an ACB once it goes into negative territory?
This is likely more of an issue for my eventual estate, as I assume once one gets to ACB one just collects dividends unless management does something really silly. Is there any other reason to consider selling a reliable dividend payer once ACB gets to zero?
My ACB on RPI is approaching zero. When I eventually sell, will Revenue Canada consider zero as the minimum possible ACB or am I expected to continue to calculate an ACB once it goes into negative territory?
This is likely more of an issue for my eventual estate, as I assume once one gets to ACB one just collects dividends unless management does something really silly. Is there any other reason to consider selling a reliable dividend payer once ACB gets to zero?
Q: Comment.In my eyes,the huge increase in price on June 7 is partially due to 5i.Recently it was report that Amazon is ditching the smaller companies which have & should benefit Shop & LSPD
Q: Recently started 2.25% position @ $43.63 based on your view as below $44.55 bought deal.Can I add here & what %.Thanks for u usual great views & services
Q: Hi, Stock is rallying 12%+ today. Nice.. Any insights ? Or is the 5i research effect, as stock was added to your Growth potfolio, just this week ? Thanks
Q: Hi,
I am extremely underweight the utilities sector, so would like to buy one utility.
I like the geographic diversity of BEP.UN and that you have it rated as “A”.
Would this be your top utility pick?
I’m not concerned about dividend yield or even total return, so much as which utility will come through the next economic downturn with the least damage.
Thanks,
I am extremely underweight the utilities sector, so would like to buy one utility.
I like the geographic diversity of BEP.UN and that you have it rated as “A”.
Would this be your top utility pick?
I’m not concerned about dividend yield or even total return, so much as which utility will come through the next economic downturn with the least damage.
Thanks,
Q: Good morning, Today you recommended XTC as a small cap buy. I know you have liked it in the past but.... share price chart is dreadful, recent results were not good and the sector is out of favour. Is it just a straight value play or is there a new catalyst?
Also, are they more affected or less affected by trade tensions/tariffs than MG, MRE and Linamar? Thanks for the great service.
Rob
Also, are they more affected or less affected by trade tensions/tariffs than MG, MRE and Linamar? Thanks for the great service.
Rob
Q: Been watching with concern the money laundering issue bite into GC's perceived prospects and wondered if TSGI was affected in any way by the issue, or does TSGI business methodology preclude this difficulty? Thanks
Q: AFN has just been part of your income portfolio and already has lost almost 10% of its value.
What went wrong with your analytics?
What went wrong with your analytics?
Q: Gentlemen what about swapping GUD for LSPD?
Your thoughts?
Thanks Bob
Your thoughts?
Thanks Bob
Q: Given its recent momentum in spite of current geopolitical risks, do you think this would be a good time to get back into MTY?? Also, would you consider it to be fairly defensive stock? Thanks