Q: I am wondering what your thoughts are on the earnings release. I have read your response to a similar question on revenues being up, cash flow, ... but I was hoping to hear if you were happy or not with the results and why. Personally, I was a little disappointed but I would prefer to hear your opinion. And do these results in any way change your opinion of the company. Thank You.
Can I please have your view on Boyd Group? The share price was lagged for past year and it finally starts moving up. Is this a good price to initial a position?
Q: Can you give your thoughts on Topicus earnings release? Rev growth was good but the decreasing free cash flow and CFO, is that normal from a company in their position? Did they beat or miss expectations? Thx
Q: Hello Team,
What are the potential benefits forToi in remaining in the Venture exchange as opposed to migrating to the TSX?
Could you briefly describe their debt picture- by all means delay your answer until after the second Quarter financials.
Q: Hi Team,
Yesterday I read a headline on bnn stating that Apple, Affirm to join to buy now, pay later for Canadian purchases. GSY is partnered with Affirm (the old paybright division). I thought it might be very bullish for business for GSY being partnered with affirm which is now teaming up with the giant Apple. Yet, there was no reaction today for GSY or affirm stock on the partnership today. Can you give your take on this, as to whether this is a potential catalyst for GSY or not? Thanks.
Q: Hi 5i
I would appreciate your overview of the Topicus (TOI) and Vela Software purchase of CGG GeoSoftware business? Also, given TOI share of the purchase is 60% and Vela 40 is there %a potential roll out from Constellation of Vela to TOI in the future? Thanks
Q: Constellation has had a really good run the last 2 months. And if you go back much longer it has doubled in the last 3 years which is impressive especially for a $40 billion market cap. company.
What are a couple things that could hurt Constellation's continuing price rise?
Q: What are the expectations of Q2 on Aug 5? Is it a good time to start a position now or wait for your attractive price(please provide).Txs for u usual great services & views
Q: Seems the "cold war" with China is about to heat up, what with Biden and other nations about to try and corral China. At the same time, China is putting restrictions on it's own national companies listed on foreign stock exchanges. Then there is GOOS and QSR wanting to expand into China and their respective P/E multiples reflect this expected growth. With this changing and rather negative context, is it time to selling positions in GOOS and QSR?......Tom
Q: Dear 5i
I have the kind of investment problem (if you can call it that) with one of my stocks in my unregistered account . TFII has gained 170% ( thanks to your recommendation ) and represents about 10% within that particular account . Typically you recommend rebalancing a stock once it gets over 10% . I am reluctant to sell any portion of the stock as i`m not keen on paying taxes on the capital gains but at the same time don`t want to feel like i`m gambling somewhat by leaving the full amount in the account of this stock . What would you suggest ??
Thanks
Bill C
Q: As well as Bns I also own Td and Royal..
As Bns Business in Latin America and Mexico is being effected by Covid and vaccines are not so readily available as they are in the U.S. and Canada I am thinking about selling Bns and using the proceeds to purchase Goeasy.what do you think of the idea?
Long term investor