Investment Q&A

Q: Hi, Could you please provide the quarterly estimates for these companies. Thanks

Q: I have a 3.5% position in KXS (up 20%) and am contemplating selling it to buy CSU. You have often said that you consider CSU to be a safer holding, can you comment on the growth for the two companies.
Thanks

Q: Hi,

5i is positive on GSY (As I do). How would you respond to Benj Gallander's argument that it is a risky stock due to its high debt load (https://www.bnnbloomberg.ca/market-call/benj-gallander-discusses-goeasy~1453874)

Thanks,
IF

Q: What caused the sudden jump in COV today? Also when are the next earnings and what is expected? I have i5 to thank for my buying of COV and RHT.

Thanks John

Q: I would appreciate your comments on TSGI's press release about the Stars Group entering New Jersey's online sports betting market. The Stars Group management team is quite impressive once again, as I see it. Thank you Peter

Q: Questions:
(1) Is there anything in the Kinaxis report that raises any red flags?
(2) Out of 1 to 10 (10 being the best) how would you rank Kinaxis' Q2 report?
(3) Does the Q2 report do anything to alter your long term view about Kinaxis?

Thanks.

John

Q: Can I have your comments on q2
Kind regards
Stan

Q: Why is Photon being crushed for past 2 days, with large volume ? Is it the guidance for the 2nd half or some other issues ? We thought, after the China deal, it was Blue Skies !!. Thanks

Q: Can you give me the actual share count of short interest in Kinaxis? For both the US and Cdn exchanges.

Thank you David

Q: Can you please comment on the Earnings and how the Market might react.

Thanks Valter

Q: My ECI shares are held in an RRSP and thus there are no tax issues to worry about. I am content to sit back and collect the 3.45% dividend until the deal closes in several months. So if I do nothing (IE not tender to the offer) am I correct that my shares will be
bought by BIP for cash ($29.00) upon closing?
Scot

Q: What was the Q2 concensus for eps?

Q: More of a comment than a question, but I would appreciate your view. The knock on the old MDA was that revenues were "lumpy" and margins low. Looking at the most recent financials, that still seems to be the case for the satellite business, which generates EBITDA margin of only12% if I read things correctly. Conversely, the newly-acquired Digital Globe imaging business has an EBITDA margin over 60% and happily this is the part of the business that is forecast to grow. This can make up for the weakness of the legacy business, which I presume they will not get rid of because of a desire to offer integrated "space" services. But it stuns me that the satellite business runs on what must be a less than break-even basis. I have a now slighly underwater half position and plan to stick with it.

Q: I don't understand why PHO report good earnings but share price down but other companies report good earnings their share price up a lot, could you please explain why, thanks always.

Q: reports next week what are the estimates?

Q: Good day team, I'd appreciate your opinion on the latest results of pho.
Cheers

Q: Knight seems to be anxious to acquire the rights to ThetapeuticMD's new products as they have agreed to many success payments plus a $20M investment. Is this an exciting deal?

Q: Upside break out for PHO? Thanks

Q: What is the q3 consensus for revenue pls.?

Q: I hold 2000 shares of ECI with a significant unrealized capital gain in a taxable account. I read in an RBC report that the offering of exchangeable shares "intent would be to provide a taxfree rollover" . Could you provide some explanation of how this would work. Thanks.

Ross