Investment Q&A

Q: Hello, do you know how long it will take before Kinaxis goes to trial to address the current lawsuit? In the event of a worst case verdict for Kinaxis, could you estimate what would be the impact on the stock? If you had to invest in two cybersecurity companies for the long term (5 years), what would they be? Thank you, Gervais

Q: Hi,
Buy, sale or Hold. Please explain why.
Thank you
Ed

Q: Hi guys,

I have own Dollarama for a number of years, is it time to move to Aritzia for a 3 years hold.

Thanks

Jim

Q: Given the high price of CSU shares, I am wondering how many investors like me are out there - those that held between 5 and 30 shares CSU shares which resulted in our receiving a rather insignificant number of Topicus shares. If your predictions of $50 per Topicus shares holds, do you anticipate there being a large number of small odd-lots of Topicus shares being sold and if so, will this depress the IPO price? Or are most CSU shares owned by institutions and large investors and us retail investors, therefore, won't move the needle? (Personally, I wish we would have received cash instead)

Appreciate your insight.

Paul F.

Q: Good Morning Peter, Ryan and Team,

As a post-covid play, would you have more confidence in Air Canada or Aritzia for a two-year horizon?

Thank you.

Brad

Q: Can you add comment after the company call. How would you rate the deal? Did they pay a fair price? What should it mean to the company doing forward? What, if any, are the downside risks?

Q: CAE has been a bit of a fall lately Other than the aviation industry in a bad situation, is there anything else creating problems? As an example, the ventilators they produced to fight Covid have had several function failures.
Comments, please.
Carl

Q: Looking at KXS again. Can you recommend an entry point please?

Q: Comments on this TFII deal with UPS??

Q: Hello: This firm hasn't done anything for some time which would increase their share value. I don't have a lot of it but I like to see some action and all I've seen is a drop in price of several dollars over the past year. Would you suggest getting rid of it or hanging on.

Q: Hope WELL is involved in these Covid treatment methods.
https://www.youtube.com/watch?v=MkpO5CIk6i8

Q: Good morning, I know you like Magna alot, but would you say it would be a good company to buy and forget and good sleep at night stock for the next five years or so, thanks?

Q: When does Shop next report earnings? Is strong growth expected to continue?

Thanks for the information.

Q: Hi, Topicus.com shares are expected to start trading around Feb 1, 2021. We have a decent holding in CSU. If we wish to increase our commitment to this group, where do you expect higher growth prospects - Constellation Software or Topicus.com ? I had read somewhere that as time passes by, CSU will behave more like a matured company (An exceptional one, though), looking for more ways to unlock shareholder value. Thanks

Q: Hi Team

this stock is going up in the last few weeks
approaching $ 60 which could be a new time high
are there any news such as earnings ? or favorable reports?

is it too expensive to jump in? it pays a nice dividend while one waits

Buy more or sell or Hold ?
thanks for the great work
Michael

Q: Recognizing that STC, (Sangamo Technologies) and XBC ( Xebec Adsorption) are in two entirely different fields, which of the two would you recommend for a 2/3 year hold and why.

Thanks
David

Q: With this pandemic going on and lockdowns how is this affecting this company. Is this a good time to start a position.

Q: Hi
Any update on REAL-T. The stock came down from its high of $32.40 in Aug 2020. Has any thing changed and that is why the stock is not recovering? Is it a good buy at this price now and the demand for its services are strong?
Thanks
Piyush

Q: I apologize for bringing up GUD, however there seem to be quite a few people waiting to jump on this stock. (I just did)
I have noticed as the price erodes there is a buyback, insider purchase or indication of possibly something coming up; creating a small flurry of buying until it deteriorates again.
This stock has been kept in the BE because of the co. strategy/positioning, cash position and track record of the CEO.
The CEO has stated you invest in GUD for your grandchildren -so the focus is on the business and not headlines or announcements.
It seems to me the insider/corporate buying is a signal to be patient - that they aren't asleep but are investing their own money and retained earnings back into GUD because it makes good business sense.
I can't imagine propping up the price for any other reason(please confirm).
Thank you

Q: I am looking for name to add on my new TFSA contribution. Is it a buy for XBC today or you would wait for the pull back to enter?

Thank you,