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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: I need to do some trimming of Lightspeed due to substantial gains since purchase at $20 to $25. I am undecided though as to whether to wait for the quarterly report which I think comes out on Nov.4. I read the estimates in your answer to a recent question, $124 m revenue and loss of $0.18. In your opinion would meeting these estimates provide stability to the stock price. Do you know of any general consensus out there as to whether it will meet, miss or beat estimates. I realize this last question involves some guess work so please feel free to leave it out in your response.
As always many thanks for the great service!
Read Answer Asked by Rob on October 28, 2021
Q: Earlier this am you commented on SHOP earnings.

"SHOP reported EPS of 81 cents vs $1.13 expected. Sales were $1.12B vs $1.15B estimates. Gross merchandise value was $41.88B vs $43.43B estimated. It did, as expected, say the commerce market may be impacted by supply chain delays. But it also did say the full year outlook is consistent with prior February assumptions. This is the company's first 'miss' and the stock is down 5% in the pre-market. "

When I saw your comments I had a single malt (just kidding) prepping for a $100+ drop on top of the weakness the stock has had recently.

So at 1015 I mustered up enough courage to look at the stock and to my amazement it was up $80.

I thought i knew something about trading/investing but each day that passes humbles you more and more in this business doesn't it?

Sheldon
Read Answer Asked by Sheldon on October 28, 2021
Q: Good Morning,
Two ?s here: I put in a buy on SU before markets opened with a limit 21 cents above yesterdays close. It didn't fill, and now the stock is up about $2.50.
How would you approach putting an order in prior to market opening on this sort of event?
And do you think there is more room to run on the share price based on the quarter, dividend increase and share by back news?
Thanks,
Tim
Read Answer Asked by Tim on October 28, 2021
Q: Could you please comment on Suncor's Q3 results and increased dividend. Do you see SU as a long term hold? I have a significant SU position in 2 margin accounts and can't decided at what speed I should be moving these investment dollars to green energy stocks that I would hold forever. Thanks for valuable information!
Read Answer Asked by Grant on October 28, 2021
Q: I requested some input from Enthusiast Gaming Investor Relations yesterday and here is what they provided:
Re: What is Going On With Your Stock Price?
Inbox

Investor Relations
12:49 AM (8 hours ago)
to me

Hello Chris,

Thank you for your email and valid comments. While we can't comment specifically on the stock price (that is for licensed professionals), we can tell you that the business plan is still very much on track and that over the past year we have been very focused on building a leading gaming, media and entertainment company. In that time, our key operating metrics have all improved, including improving gross margins, subscription growth and direct sales growth, In addition, the company is in a stronger financial position today than a year ago with more cash and less debt on its balance sheet. Finally, we have deployed capital on smart, accretive acquisitions that have strengthened our fan communities while supporting the operating metrics above.

We remain on track to achieve our business plans and have delivered consistent fundamental growth on all of our operating metrics.

Please feel free to reach out any time and we thank you for your ownership and support.
Read Answer Asked by Christopher on October 28, 2021
Q: BAM.A is up 45.5% YTD. Is there anything you know of that would push BAM.A higher in the next 6 months?

This is one of those tricky / annoying timing questions! BAM.A is currently 8% of all our accounts, so I was thinking of selling 1% to boost our dividend income in an unregistered account. We have some losses from previous years to soften the capital gains.

Thanks!
Read Answer Asked by Robert on October 27, 2021
Q: Can you tell me whether you feel your model portfolios are appropriate to implement in a taxable account?

I have free trading on my taxable account and some cash to deploy, but I'm wondering if this is a wise move due to portfolio turnover and ACB tracking. For context, I have only ever invested in ETFs and low fee mutual funds previously - and only in tax deferred accounts.
Read Answer Asked by David on October 26, 2021
Q: This question is about REAL...which is held in a TFSA....and is down 66% or 4,700 loonies as of this evening, Oct 25th As it is held in at TFSA,and not being able to claim a capital loss for tax purposes, I wondering what my options are?....and this stems from  REAL being recently sold from the 5iR Growth Portfolio What comes to mind is  #1..like sell now before the real tax loss season begins as it is likely to decline further #2..repurchase as the tax loss selling season ends or when it shows momentum #3...or just bit the bullet and move on Keen to get your take for my particular situation, even though you have moved on, or is there some other option, as I work to recover the loss, which I already know is not the best approach and something I don't do but as it is in the TFSA, I mentally just want to make up any loss on selling it by repurchasing it, crazy as it seems, eh?!.........Tom
Read Answer Asked by Tom on October 26, 2021
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