Investment Q&A

Q: I have enough cash to top up either KXS or DOO. Once topped up, DOO would be about 4.25% and KXS would be about 3.8%. I note that KXS is in both the Balanced and Growth portfolios, but I don't know if that should give me more confidence in the company. And in an answer to an earlier question ranking top-up order and target prices, you gave the KXS target ($300) and the DOO target ($140), but in rank top-up order DOO was #3 and the KXS order was #5. I realize I'm over thinking this whole thing, and I should just pick one because both are good companies, but I get stuck when trying to decide. Both are in TFSA, so it won't be long before I can top up with new money. But any help you can give now to un-stick me, would be much appreciated. Whichever one you pick, I will stop ruminating and act.

Q: Between WELL and LSPD, which would you pick to provide the best return over the next 5 years?

Q: Hi, Any comments on the new initiative announced by Constellation Software, starting a Venture Capital Fund with $200 mln, to provide financing for start-up and rapidly growing vertical software businesses ? Thanks

Q: Do you have any insight into recent price action on Enghouse? There was a nice bump on sale speculation but since then it's not behaving well. Are you still constructive on Enghouse?
Thanks

Q: good morning - do you think that BYD just bottomed out, after a recent RSI of 17? The PE is a still a bit gaudy but I'm thinking of adding now to address a small allocation issue. Your thoughts, please. Thank you. Al

Q: What is your opion of the legal case that has just started against Lightspeed? Does it have any merit?

Q: Is this a good entry point for Topicus? In light of someone's recent question on it, it's trading effectively at 14X revenue. Isn't CSU cheaper on that basis?

Q: Is the flooding in British Columbia going to have a negative affect on Trisura's earnings and profit. Any comments you have on this company would be appreciated.

Thank You.

Q: Now that LSPD has crashed through $68, do you think it could fall as low as $50? Thank you.

Q: What did you think of Lightspeed’s Investor Day? It seemed to me that they insist that their technology and underlying business remain strong.

Q: Hi folks..thoughts on Enthusiastic Game eglx/t, acquisition of U.GG...I guess to gain entry to "League of Legends" game space....looks like $45M+ acquisition...for company that will generate 2022 Rev of $8M & N.I. of $3M...seems pretty rich...think it was good/bad/normal acquisition...and thought s on Eglx going forward....have possession...thanks as always, jb Piedmont QC

Q: Is the change in leadership at CSU cause for concern?

Q: It looks like there was a big buy that occurred on Monday, is that something worth noticing or am I grasping at straws. Just thinking of adding some new money to this company. Thanks as always.

Q: So it seems that all stock sites show the incorrect market cap for Topicus because none of them include the 129.8M diluted shares yet. Yahoo finance shows the market cap being just under 5B, but I believe its closer to 11B euros. Which would mean that TOI trades at approx 15x to 16x Sales. Looking at CSU historically it never traded above 8X sales. Are my rough calculations accurate and if so TOI is trading at a heavy premium above where CSU ever traded yet they still have a lot to prove, where CSU has proven itself. Thoughts?

Q: I used the recent weakness to add TCL to my portfolio a few weeks back when I felt the slide had ended. Starting to feel like I jumped in too early with the further drops in the past week... Are you still strong supporters of TCL in the income portfolio? It does have a good yield so not an issue if you still like the company long term.

Q: Would you take some profit from shop and sell 1/2 your shares? Is LSPD going to bounce back or is it time to sell? Cheers Brian

Q: 2 of u favourities,DSG & KXS have a terrific run,with each hitting recent new highs. Is it time to take some profit. Q4 is said to be usually good for tech,but this time around there is a threat of a potential rate hike.While Powell re nomination is largely welcomed by the markets he is perceived to be more hawkish than Brainard,the other candidate,. As a result the tech sector in US & canada were hit hard today including DSG & KXSW.As well DJ only
gained 17 points after earlier gains of some 300 points..U valued opinion is appreciated.Txs for u usual great services & views.

Q: Further to Josette's question about stepping in to PKI, i was about to step in after latest earnings, that were good, but then they announced 2 aquisitions that will be financed partly with newly issued equity. I have not seen in the announcement the value of these aquisitions, and i question why management would keep this info from investors.
Since i expect the price to go down with equity issuing, i am waiting to buy. Does this make sense?

Q: I notice the BE portfolio has a 7.5% position in this, is a trim being looked at? Is a financing at these levels likely and how many have been done in the last, say 2 years?

Q: how much debt does ?csu presently have?

thx