Q: Hi- is there any news on this one or just a weak tape taking it down? can you give earnings estimates and report date - thanks
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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: Hi 5i'ers - Can you give an overview on SHOP and growth possibilities in the next few years. THX!
Q: After results/changes in mgmt. and a bit of time to dig in what is 5is conclusion forward looking on the company?
Thanks
Sheldon
Thanks
Sheldon
Q: Hi Gang,
May I have your opinion on BAM's investment in Hopper?
Great work as always!
Cheers.
May I have your opinion on BAM's investment in Hopper?
Great work as always!
Cheers.
Q: Please comment on the following possible risks to owning GSY:
1) Balance Sheet - 5i’s January report indicates it is strong, but Debt/Equity (as of Sept/21) is almost 160% (considering Long Debt only). My understanding is a ratio of 25% or less is good.
2) Interest Rates - Rising rates are generally good for Financials like Banks/Insurers since they hold lots of cash. I don’t think GSY holds deposits, so does that mean rising rates are bad for it?
3) Loan Defaults - Related to rising rates, wouldn’t GSY’s client base be quite vulnerable here?
1) Balance Sheet - 5i’s January report indicates it is strong, but Debt/Equity (as of Sept/21) is almost 160% (considering Long Debt only). My understanding is a ratio of 25% or less is good.
2) Interest Rates - Rising rates are generally good for Financials like Banks/Insurers since they hold lots of cash. I don’t think GSY holds deposits, so does that mean rising rates are bad for it?
3) Loan Defaults - Related to rising rates, wouldn’t GSY’s client base be quite vulnerable here?
Q: Everyone,
when will LSPD show positive EBITDA? I keep seeing / hearing it is an important factor to the company but I can’t find an actual date or year.
Clayton
when will LSPD show positive EBITDA? I keep seeing / hearing it is an important factor to the company but I can’t find an actual date or year.
Clayton
Q: As a subprime lender, would GSY crumble in the event of a recession?
Q: This is a difficult question to answer but was wondering if there is a stock or two in your coverage universe that you think has been unfairly beaten down over past year or so...and perhaps may have turned the corner and is soon (or already is) seeing a change in direction that you think might be sustainable.
Q: How did JP do on his first earrings call? He is an extremely intelligent and capable leader. Also in relation to Dax, many are assuming he was forced out. Dax is a great leader and great leaders know when it’s time to pass the torch. Time will tell of course but I would not through in the towel on Lightspeed.
Q: I know that you like all of the companies in your growth portfolio (or else they wouldn't be in the portfolio) but can you please provide me with a list of your top 5 companies in the growth portfolio that you think has the greatest chance of being significantly higher in the next 5-years? I I have a well diversified portfolio and I'm looking to add a few names with high growth potential to the mix.
Q: Please comment on quarter
Q: The stock was performing well but fallen to $31.21. Is the stock likely to recover or is it a sell now? What's the reason for the drastic decline?
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.
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
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
.
Would you be comfortable averaging down on DND?....I'm about 20% underwater.
Thanks
Dave
.