Investment Q&A

Q: What do you think of su quarter results.

Q: CSU: Down ~ -10% @ 9:30AM this morning; now -6% @ 9:35 AM. Shocking for this stock! Any news, or just following the Tech meltdown du jour?

Thank you.

Q: Has there been any insider buying of this stock during the huge price fall ?

Q: Hi Team,
I remember LSPD going to $12 in March 2020 and how surprised you were.
Today, when you state that you will be "reviewing everything", it makes me worry. You mention the report will be updated as soon as possible but that could take days.
Would you be able to provide insight to your members (sell/hold/buy more) sooner that waiting for a report?
Thanks

Q: Earnings and big announcement from lspd. What does this mean for the future? Is this still a good growth company to own? What lies ahead? Has your rating changed?

Q: In a previous comment, you speculated that the Board may have made the CEO change. Were you surprised with the departure of Dasilva from the CEO position? Based on past results, did you see this as a possible move? What do you think was the catalyst that triggered the change? Will you be updating your report on LSPD and if so, what is the timing? Is it a buy (probably not), hold or sell?

Q: Hi - do you foresee any concerns with TFII results or guidance due next week? Would you think chances are high that they may guide down for next qtr due to fuel costs and/or labour costs/shortages? Thank you as always.

Q: Hello there,

Would you be comfortable averaging down on DND?....I'm about 20% underwater.

Thanks

Dave
.

Q: I’m a little confused by GSY’s recent stock performance. It has been correcting for a while, but that seemed to have accelerated with the tech sell off this month and I don’t see the link. GSY trades at a reasonable multiple and has earnings and earnings growth, but it seems to be down big when the nasdaq is down big and up big when the nasdaq is up. What am I missing? Similar to Costco’s behaviour where the business isn’t technology but because it is included in the Nasdaq it seems to track it. Is that due to selling pressure from ETFs?

Thanks,
Jason

Q: You suggest we sell 1% of ATZ. 1% of what, our current holding or 1% of the total portfolio?

Q: hi. do you have any information on the hiring of "big" mike McCormack as "head of risk management" at ECN capital. has anybody at 5i phoned the CEO at ECN, perhaps he is at big mike's "waterfront home in FLA". apparently over 5 million dollars in stock/stock options accrued he hath, shortly after his retirement from the Toronto police force? I'm just getting this info from Kevin Donovan's article in the Toronto star march 8, 2021. maybe it's just me, but this sounds a bit odd to me?

Q: It looks like a big beat in earnings but stock is down nearly 5%. Was there
anything wrong with the earnings?

Q: any reason for the big drop today?

Thx

Q: What is goeasy's track record for recent earnings releases? How has the stock reacted afterward? Thank you

Q: Hi team,

Can you provide the quarter estimates and date for goos?

Thanks

Q: What are your three highest conviction growth stocks from your Growth Portfolio at this time. This for a long term medium to higher risk for my TSFA. I already have all the stocks in the Balanced Portfolio.

Q: can you please explain why this stock has gone from 24 to 120 in two years?
is it acquisitions that drive this price? and can you comment on the after close earnings? many thanks...

Q: The market has been less than enthusiastic about Dye and Durham since the takeover announced a month ago, which looks iffy now there is another rebellion among Canadian legal clients over fee jumps. If the takeover succeeds an article in the Jan.29 Globe projects debt will be 5X EBITDA up from 3X which could bury DND.

5i's assessment of David Berman's piece and the outlook for shares should the takeover be turned down by regulators in Australia, please.

https://www.theglobeandmail.com/investing/markets/inside-the-market/article-investors-have-turned-cold-on-dye-durham-heres-why/

Q: Good day.

1. I am considering the purchase of mentioned. I did some quick research and noticed that on Jan 19th you mentioned in a response that it had a P/E of 15. Looking at its profile on your site and the BMO site, it shows 9.x.

If I look at the current stock price of $142 and its EPS of $15.66 (from its profile), this would correspond with the P/E of 9.x (which would not even be its forward looking P/E but its historical).

Am I missing something here? It appears to be a great deal.

2. I read your Jan 18,2022 report about this company. At the very top of the report (on the right hand side) it states that debt is high. At the very bottom of the report in the Summary section it mentions that that this company has strong balance sheet. Furthermore, this section and and "Key risks" section do not mention any concerns with debt. Is this something we should be concerned with? (Note; I normally look at the debt on the balance sheet but have difficulties understanding how to interpret this number for financial institutions as they have customer deposits on-hand as debt OR they would need to borrow money to lend it out which is also debt. Do you know of any articles that help explain this).

3. Do you think the business model is sustainable? I went on their web site and rates start at 30% for personal loans. That is high, really high (I feel).

Thanks again. Walter.
P.S. I recently posted a question and must have accidently posted it as private. If you want to make it public, please do so.

Q: LSPD reports F2022/Q3 on February 2 after the market closes. For this quarter, what is the estimate for revenue and gross margin, and what is the estimate for adjusted EBITDA (loss) and adjusted EPS (loss)? Thank you.