Q: I am up 141% on this stock and it is approaching 7% of my Canadian stock portfolio. While I do not need to sell a portion of it, does a 7% size begin to concern you?
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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: If you were the Dax - what would be LSPD strategy going forward 12 months?
Clayton
Clayton
Q: Concerning tfii question of John the 7th june, i think it is due to a downgrade from BMO : https://www.lapresse.ca/affaires/entreprises/2021-06-06/l-investisseur-avise/une-premiere-chez-goodfood.php
I did a quick google translate on tfi section ;
Up about 75% year-to-date, TFI lost support from BMO this week. Analyst Fadi Chamoun on Monday withdrew his recommendation to buy the stock in Montreal-based trucking company formerly known as TransForce. The upside potential is limited, he said, although future results could be wow. "Much of it is already discounted at the current price," he believes.
I did a quick google translate on tfi section ;
Up about 75% year-to-date, TFI lost support from BMO this week. Analyst Fadi Chamoun on Monday withdrew his recommendation to buy the stock in Montreal-based trucking company formerly known as TransForce. The upside potential is limited, he said, although future results could be wow. "Much of it is already discounted at the current price," he believes.
Q: Any news to explain the 5% drop today? I don't see any news,
Q: An Analyst today says time to sell MG while you can. I realize that recommendation to sell and buy are what makes a market. Maybe trying to drive market down for an opportunity to buy.
Roy
Roy
Q: would you buy lightspeed at current price of over 87
Q: Hello, I am overweight in LSPD in my TFSA.
Considering taking some gain - of perhaps 20% of shares and buying back later.
What are your thoughts?
Considering taking some gain - of perhaps 20% of shares and buying back later.
What are your thoughts?
Q: Hello… I didn’t see a response so I am resubmitting the question below just in case. Thank you for your help.
I read your report on Topicus. Thank you for putting this together. In the report you state Topicus trades at 10 times sales, however, in the peer analysis it states the price to sales is 3.73. Can you please help me understand the discrepancy or what my misunderstanding is?
Also, I very arbitrary question, but just looking for your opinion - at what price is the stock a generational opportunity and at what price is the stock a bargain?
I read your report on Topicus. Thank you for putting this together. In the report you state Topicus trades at 10 times sales, however, in the peer analysis it states the price to sales is 3.73. Can you please help me understand the discrepancy or what my misunderstanding is?
Also, I very arbitrary question, but just looking for your opinion - at what price is the stock a generational opportunity and at what price is the stock a bargain?
Q: With these acquisitions, does that mean they will issue large amount of shares soon?
Thanks
Thanks
Q: Please comment on LSPD's 2 acquistions this morning. Txs for u usual great services & views
Q: What are your thoughts on Well’s acquisition this morning? Also, can you please explain the financing? They mention the 9.80 stock and vendor take back.
Thanks.
Thanks.
Q: Please provide thoughts and commentary on today's acquisition announcement.
Thanks
Thanks
Q: What does NR means under Rating Column in your model portfolios?
Q: What are your thoughts on LSPD ? I'm up 93% on this stock. It doesn't seem to be making any money yet. With the economy starting to open up again it should get stronger. Should I hold or take my profit ? It is only a small percentage of my portfolio.
Q: Any reason for the welcomed huge(8.84%) rise to $3.20(H $3.31) on Jun 4 on great volume of 1.2m(373k average).Please comment.Txs for u usual great services & views
Q: Could you speak about more about your decision to trim 1% of LSPD, and how investors should think about this in general? My understanding from the majority of your responses to questions related to reducing a position size, is that you like to "let your winners run to a point". Are you always trying to determine if it is becoming overvalued when deciding when to trim? Would this mean that if you have a winner in your portfolio, as long as earnings are growing in proportion to share price you would tend to let it ride? Any information to help me understand your general strategy and how to think about applying it would be greatly appreciated. Please remove credits are you deem appropriate. Thanks!
Q: Would selling PHO to buy TOI be a good move now?
Q: Thanks for all the insights provided by the team. If one wants to hold BAM in TFSA. Would you suggest US listing or Canadian?
Q: What's going on with doo, the results looked good but the stock is getting killed.
Q: There’s a recent decision whereby CSU intends to convert their preferred shares in TOI. Want I’m trying to understand is if there is transfer of funds to TOI as part of this transaction?