Q: Thoughts on the quarter please?
Thx
Thx
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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: thoughts on their quarter please?
Thx
Thx
Q: Would you consider Lightspeed an investment or speculation at this time?
Q: what are thoughts on earnings. are you still bullish as a top pick.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.00)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.69)
Q: With Lightspeed selling off today and anything you gleamed from the earnings call would you be comfortable stepping in here with a long term horizon?
Q: Hi 5i,
Pls comment on their release and what your 3 to 5 year view of the company is, specifically are revenue growth, ROE, and other metrics you see as material.
Thx
Pls comment on their release and what your 3 to 5 year view of the company is, specifically are revenue growth, ROE, and other metrics you see as material.
Thx
Q: Take the growth portfolio as an example, but this could be applied to any of the 3.
Let's say I only want to focus on 5 companies in this portfolio that would make up 100% of my investments could I assume that the top % allocation would be similar to saying these are the ones that we endorse the most? Or is this simply a construct based on the total number of stocks and other factors that you are considering (risk, diversification...). Said differently, how can we use/interpret % allocation of the model portfolios if we are not buying every company in the portfolio? What assumptions can we make, if any? And yes, I understand you can't give direct advice on % allocations as everyone has different levels of risk, goals, etc but simply trying to understand what is the best way to use that information. Thanks!
Let's say I only want to focus on 5 companies in this portfolio that would make up 100% of my investments could I assume that the top % allocation would be similar to saying these are the ones that we endorse the most? Or is this simply a construct based on the total number of stocks and other factors that you are considering (risk, diversification...). Said differently, how can we use/interpret % allocation of the model portfolios if we are not buying every company in the portfolio? What assumptions can we make, if any? And yes, I understand you can't give direct advice on % allocations as everyone has different levels of risk, goals, etc but simply trying to understand what is the best way to use that information. Thanks!
Q: Please comment on earning report . Thanks.
Q: Came you please give your amalysis of earnings especially of forward looking commentary.
Thanks
Sheldon
Thanks
Sheldon
Q: Please comment on their earnings. Thank you
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Descartes Systems Group Inc. (The) (DSG $115.50)
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Kinaxis Inc. (KXS $176.40)
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TECSYS Inc. (TCS $36.50)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.69)
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Topicus.com Inc. (TOI $127.85)
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D2L Inc. Subordinate Voting Shares (DTOL $17.28)
Q: Hi 5i, today you replied to Warren's question on DTOL, "and we would be comfortable letting this one go given the comparable attractive buying opportunities right now in the tech space. ".
Please provide 3 to 5 companies that meet the above response, thx.
Please provide 3 to 5 companies that meet the above response, thx.
Q: Could you provide an update on A&W?
I bought it for income, your rating and the news that it had acquired the Canadian rights to Pret a Manger. I was recently in London, and Pret is a very strong brand, with outlets much expanded from several years ago.
I bought it for income, your rating and the news that it had acquired the Canadian rights to Pret a Manger. I was recently in London, and Pret is a very strong brand, with outlets much expanded from several years ago.
Q: Your thoughts regarding their latest results. Thanks. Not private.
Q: What is your opinion on the purchasing of BAM.A shares now to establish a new position. Should the shares be bout now or should one wait for the dust to settle?
Q: thoughts on the quarter please?
Thx
Thx
Q: Peter; What is the current short position? Thanks. Rod
Q: Overall, good results and we like the confidence shown by the large dividend bump.
Well, obviously the market doesn't seem to agree with you. The key point is what is the future outlook for the company?
That will be the telltale.
Sheldon
Well, obviously the market doesn't seem to agree with you. The key point is what is the future outlook for the company?
That will be the telltale.
Sheldon
Q: With the addition of my late husband's TFSA, CSU, which I also hold, has become close to 10% of my portfolio. I am several years into retirement. I have 2 questions: Is this a reasonable stock to hold when one is well into retirement? If I keep it, should I reduce it by half? this stock, a long term hold for both of us, has done so well for me I'm reluctant to let go of any of it!
Q: What does the market expect from Savaria this quarter?
Thx
Thx
Q: Hello,
ATA had two nice news releases on Oct 3, and has been on a good run since, easily outperforming the market over the same time frame. Any comments on the new contract and the latest acquisition would be appreciated.
ATA had two nice news releases on Oct 3, and has been on a good run since, easily outperforming the market over the same time frame. Any comments on the new contract and the latest acquisition would be appreciated.