Investment Q&A

Q: Hi, could you please post the earning estimates - REV, EBITDA and EPS for the earnings due next week. Thanks

Q: Hi, How many shares will come off the lock up period on Sep 15 ? Do you know of these shareholders - retail v/s institutional and insiders ?

Q: Good morning 5i team,
Comments pls. on WSP results.
Thx!

Q: Please comment on current results. Stock is down today. As well please explain why they have bought back shares at this time. The conference call is at 11 a.m. I know you will want to hear this before responding. Would you buy more, sell or hold? Thank you for your great service.
S.

Q: Hi, I would be interested in your post-earnings conference call comments on PHO. Thank you.

Q: I would like your take, if possible, on the recent Globe interview (https://www.theglobeandmail.com/business/article-star-ceo-of-stella-jones-looks-back-as-he-moves-forward/) Brian McManus, the outgoing CEO of SJ gave on the future of the company. He spoke of the company having a long runway but my take was he went on to state that of the three main areas that they are in - railway ties, poles and treated lumber - only poles really seemed to have much growth. They control the market in ties but that sector isn't growing and he felt expanding lumber into the US seems a bit of a crapshoot (my words).

Are you able to comment on where you see the growth prospects for the company? It would seem to me that they will have to branch out into new areas and while they have a seasoned, long-serving team in place expansion into new avenues is not risk-free. I have been a long-time holder of SJ stock and while I am not concerned with the share price plummeting, I am wondering if there is any growth left. Or do we give the remaining team (and the soon to be named incoming CEO) the benefit of the doubt for now?

Appreciate your insight.

Paul F.

Q: Please comment on earnings and going forward? Thanks

Q: With PHO dropping so much today, would you consider it a speculative buy or would you simply stay on the sidelines? Did you expect such a big drop?

Q: When does the lock up period end for LSPD?
Thanks

Q: Please comment on earnings

Q: Hi Team I can't grasp what they have that is different than other POS/Payment systems. What is the reason that a company would sign up to Lightspeed rather than other established POS systems?

Q: Hello,
Could you please comments on CGX earning results, debt ratio and outlook. Also how is CGX valuation compare to its past and compare to its peers?
Thanks

Q: What do you think of averaging down on a small position (less than 1% of our portfolio) of PHO over the next few weeks. Our current Average Cost is $1.61. I'm OK waiting a few years for improvement in their sales volumes. I would think some key question are "Does PHO have an advantage over competitors and can their technology be applied to additional industries beyond semiconductor production?" Their sales are down dramatically, but their margins and cash holdings seem OK.

Thanks.

Q: Hi can you comment on Photon Control's earnings release and if I should still hold it, down 48%.

Thanks Kim

Q: Hi guys,
This is for Jeff
Mark Leonard addressed his tenure at their AGM at 2:47

https://www.csisoftware.com/investor-relations/annual-general-meeting/2019/05/16/audio-and-transcript-of-the-2019-agm#

Hope that helps

Q: Can you explain why the price has dropped over the last 3 months, Profit taking after the last quarter? has trading volume increased?

Q: NFI continues to disappoint and have lost nearly 40% in my TFSA. The share is continuously sliding for the last many days. Should I hold or book loss in the counter? Do you see any ray of hope for price recovery? Thanks

Q: Do we have any idea of the succession plan for Mark Leonard, brains behind CSU? All I can determine is he is 35 years into his career, with nearly 25 at Constellation.

If nothing has been addressed can we expect something in future?

Q: Please comment on recent Q of GSY(has a 24% ROE) & LSPD,& going forward.Thanks for u usual great services & views

Q: Would you please comment on results for BAD. I hold a half position and am considering adding to it with the pullback today. Thanks very much for your advice !