Investment Q&A

Q: I am up 72% on TFII in my TFSA account, the total value of this holding represents ~2% of my portfolio. The funds in my TFSA are targeted for growth and I have no immediate need for the cash so I can take on reasonable risk for greater reward with a longterm view. Should I sell my holding to realize the capital gain or hold? If you suggest selling what would you suggest as a replacement?

Q: At first glance MRS reminds me of my first impression of Air Boss. The MRScorp website is devoted to selling shares, and protecttheforce.com is a low quality website with a limited product line, that even I could improve on (the website that is). This would normally be a red flag for me for a product sales company, but perhaps the industry is more direct sales. Do you have any insight?

Q: Peter,

I see the ACB on m TOI spinoff is extremely low. I would expect any deemed dividend on the T3 at year end to reflect this tiny amount as a dividend. Is this the way you see it?

Thank You

Paul

Q: Well had completed acquisition of CRH & yet a group of banks extended its credit by $100m to $300m.Please explain.Well does not seem to get traction Do U think $6.75 (2 financings ago) to $7 is a good entry point Thanks for u usual great services & views

Q: whats dropping this today?

Q: If you had to choose between TFII and KXS for a three year investment, which would it be?
Thanks for all the advice.

Q: Hello Team,
Being that Mrs is such a small cap company, I can only assume you envision big potential for this name down the road as you recommended it. The main question is, is this a name you foresee a multi bagger 1000% type return potential over a few years? Or is it more of a trade where you expect a pop as good numbers come in, and then sell out? I usually don’t buy such small names, but I am debating putting some speculation money into this one if you think it’s got big potential. I don’t want to invest in a micro cap unless it’s got some crazy potential with makes it worth the risk. Also would this be one of your highest conviction pics at the moment for huge multibagger potential returns , or can you recommend other high potential names you would prefer more for this type of play? Thanks for your advice.

Q: can this company kill the penalty get back on the powerplay is their a belief this managment has what it takes to compete .thanks

Q: I am thinking of selling Score and investing that money in Photon. Your opinion??
Thanks.

Q: Does the current chip shortage directly help Photons bottom line or do they purchase chips and then produce a specialized (niche) chip as their product. Thus higher chip prices would not help their bottom line.
Thanks

Q: What is your opinion of DOO? Would you buy the stock at these levels?

thanks

Kim

Q: just wondering what is happening to KBL today. Looks like their contract in Edmonton was renewed - but the stock action seems to be over the top. What am i missing here?

Q: What are your thoughts on REAL earnings announced this morning (Wednesday). Looks good and a beat. Should this get the stock moving?

Q: Hi Team,

Please give us your thoughts on the quarter.

Thanks!

Q: Hi 5i team,

Was looking at the Kinaxis Company Profile page on your web site in anticipation of KXS upcoming earnings report on May 5.
There is a huge divergence in the Q1, Q2, FY1 and FY2 wrt the 90/60 vs the 30, 7 and Current consensus EPS estimates.
Can you please explain the reason for the divergence? Was this simply due to their lowered guidance after their last Q release?
It seems like this is setting up for some major disappointment ahead wrt EPS changes.
Is this already reflected in the current stock price?
What is Kinaxis track record for meeting/beating guidance?
I assume the stock is a hold until on or after May 5 and perhaps buy into any weakness in anticipation of some new meaningful contracts in 2021?

Cheers,
Steve

Q: Kindly give us your take on the just released TFII Q1 results and forward prospects. Thank you very much.

Q: What are tomorrow’s estimates for SHOP and REAL? Thanks

Q: Good morning,
With the recent pullback in WELL, do you believe now is a good time to take a position? Alternatively, I have been considering BYD. Of the two, which would you recommend today?
Thank You

Q: Last week DND held a Virtual Investor Day which I missed. Were there any highlights concerning the company's plans going forward or was it mostly housekeeping material?
Thanks
Dave

Q: My question is on MRS which was just included in your portfolio.
When and more importantly, how often does MRS report quarterly earnings?
I am looking at a few sites and I do not see them reporting every quarter!
Am I right and why is this?

Thanks