Q: I recently bought back into SYZ after the SP decline, some recent acquisitions, and insider buying. My question is with respect to what you think the payout ratio might be going forward on a normalized basis (removing one time items etc). I’m curious if the company will be able to maintain its high dividend yield that is uncommon for growth tech stocks. Do you think they can long term or have the acquisitions / growth investments made this dividend suspect? 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: Could I get your opinion on MAL, after their Q3 report, as a long term income hold.
Q: I currently own ECN in a TSFA. If part of the special dividend will be ROC ,it appears that will not be a positive result for me, and the loss in stock value after the dividend is paid will possibly take years to recover. Would I just be better off selling today and foregoing the dividend? Thoughts?
Philip
Philip
Q: Hi Peter,
Some time back i asked a question about DND having a so called "position of power", whereby, they could raise prices as get away with it as there is not much competition. Your response was along the lines of : that they should be careful in raising prices as there are other options out there. Your words are reading like a prophecy.
The Globe and Mail reports in its Friday, Nov. 12, edition that Dye & Durham has told about1,000 B.C. firms that it was sharply increasing the price of the software they use to handle real estate transactions. The Globe's Sean Silcoff and Jaren Kerr write that as of this Friday, they will be charged $199 per file, up from the $30 to $75 they have been paying since the last increase in 2017. The ultimate cost will be passed on to their customers, home buyers. Dye & Durham has made a string of acquisitions in the legal software space. It now faces little competition. Outraged conveyancers, notaries and lawyers inundated Dye & Durham with calls. Moderators of two Facebook groups for B.C. real estate professionals told The Globe that 50 of their members had complained to the Competition Bureau of Canada. Bureau spokesman Amy Butcher said the bureau would start "a thorough examination of the facts to determine if an investigation is warranted." Eight B.C. real estate legal professionals who spoke to The Globe said many of their colleagues shared their negative views of Dye & Durham price hikes. One conveyancer said, "Everybody is really angry, really disappointed."
Does DND have a monopoly and what are your views?
Thanks,
Some time back i asked a question about DND having a so called "position of power", whereby, they could raise prices as get away with it as there is not much competition. Your response was along the lines of : that they should be careful in raising prices as there are other options out there. Your words are reading like a prophecy.
The Globe and Mail reports in its Friday, Nov. 12, edition that Dye & Durham has told about1,000 B.C. firms that it was sharply increasing the price of the software they use to handle real estate transactions. The Globe's Sean Silcoff and Jaren Kerr write that as of this Friday, they will be charged $199 per file, up from the $30 to $75 they have been paying since the last increase in 2017. The ultimate cost will be passed on to their customers, home buyers. Dye & Durham has made a string of acquisitions in the legal software space. It now faces little competition. Outraged conveyancers, notaries and lawyers inundated Dye & Durham with calls. Moderators of two Facebook groups for B.C. real estate professionals told The Globe that 50 of their members had complained to the Competition Bureau of Canada. Bureau spokesman Amy Butcher said the bureau would start "a thorough examination of the facts to determine if an investigation is warranted." Eight B.C. real estate legal professionals who spoke to The Globe said many of their colleagues shared their negative views of Dye & Durham price hikes. One conveyancer said, "Everybody is really angry, really disappointed."
Does DND have a monopoly and what are your views?
Thanks,
Q: thought on the quartr please?
Thx
Thx
Q: In a TD report on XBC q3 the following comment is made, "Notably, our EBITDA estimate did not include the $5.3 million in severance incurred during the quarter as it was not contemplated in our forecast."
$5.3 million in severence for a company the size of XBC seems high to me. This occurred following the new COO hire.
Wondering if you could shed some light on this. Was there a cleaning of the house following the financial troubles announced earlier this year?
$5.3 million in severence for a company the size of XBC seems high to me. This occurred following the new COO hire.
Wondering if you could shed some light on this. Was there a cleaning of the house following the financial troubles announced earlier this year?
Q: Hello 5i team
Isn't CAE's debt too high? It will be around 4x once the last Sabre Aircentre transaction is completed in the first three months of 2022. I want to take a position right now but this makes me cautious.
Thanks
Isn't CAE's debt too high? It will be around 4x once the last Sabre Aircentre transaction is completed in the first three months of 2022. I want to take a position right now but this makes me cautious.
Thanks
Q: Why has the share price for Trisura been dropping after posting a good quarter results?
What is the outlook for the next 2 to 3 years?
What is the outlook for the next 2 to 3 years?
Q: Once we receive the dividend from ECN would you recommend using the funds to purchase the shares of ECN, why or why not?
Thanks for your service!
Thanks for your service!
Q: I have been holding EGLX for quite some time. I view it as a long term hold while it establishes itself in the marketplace. I am concerned about the expenses though, in particular Share Based Compensation. To me, for a growing company this is too high relative to its Gross Profit. What is your opinion on this?
Secondly it has a lot of volatility which makes me think it is being day traded. Any thoughts on this?
Thank you.
Secondly it has a lot of volatility which makes me think it is being day traded. Any thoughts on this?
Thank you.
Q: Hi
Would you be a buyer of Eglx after their latest earnings for a 5 year hold?
Thank u
Would you be a buyer of Eglx after their latest earnings for a 5 year hold?
Thank u
Q: Can you comment on the tax considerations of the ECN special dividend in a non-registered account? I am up almost $2 currently but will receive a $7.50 dividend. From a tax perspective I feel I am better to sell now and pay the capital gains on the $2 instead of taxes on the $7.50 dividend . I can always buy it back later. Assume I am in a medium to high marginal tax bracket.
Thanks
Thanks
Q: SHOP is up 8% today.
Anything going on with SHOP that we don't know about?
Thanks
Anything going on with SHOP that we don't know about?
Thanks
Q: I would like to have your thoughts on CSU. Is it a good long term hold ?
How do you see the company's future growth ?
Can I get Constellation Software valuation and at what price would you consider a good entry point.
Thank you
How do you see the company's future growth ?
Can I get Constellation Software valuation and at what price would you consider a good entry point.
Thank you
Q: Anything to add after the call?
Q: thoughts on the quarter please?
Thx
Thx
Q: Can you please comment on CAE's recent quarterly results. Would you be comfortable initiating a position today? Thanks.
Q: BAM reported today. Your comments and thoughts on recent quarter. Thanks.
Robert I
Robert I
Q: Please comment on quarterly earnings vs expectations because the business they sold to Truist wasn’t included in the quarterly results. Did the remaining 2 businesses meet or beat expectations of analysts?
Q: Please comment on Knight's quarter released this morning. Thanks.