Q: Can I please have your thoughts and analysis on Descartes recently announced earnings. Thank You.
You can view 2 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Just a note regarding those posters worried about the share price decline, it is noted today that the Company bought back approx 1M shares since November 10. Spent about 20M.
Q: At what % would you start to trim LSPD in your growth portfolio? On your last report it was 3.97%
Thanks
Thanks
Q: You had mentioned they may do a financing.
With the values mentioned, what do you think are the odds
of a financing percentage wise and usually is it done in 1 or 2 days
after the deal?
Thanks
With the values mentioned, what do you think are the odds
of a financing percentage wise and usually is it done in 1 or 2 days
after the deal?
Thanks
Q: I have looked at REAL recently with the idea of investing in the company. What gives me pause is that the company shares have been in a steady down slope for the past 4 months and insider selling has been non stop over this period. Given this, especially the insider selling , could you please provide rationale for buying shares when people in the know have been steadily selling their shares. Thanks
Q: I'm currently in SIS, but not happy that they haven't grown the company this year and am worried the cuts to maintain net income may hamper future growth, unless a major acquisition is made.
I have a long term horizon and rarely sell, but I am considering a switch to REAL. Would this be wise in your view, or should I be more patient and forgiving with SIS?
Other than personal RE and BAM, I currently have no equity exposure to RE at this time.
Thanks,
I have a long term horizon and rarely sell, but I am considering a switch to REAL. Would this be wise in your view, or should I be more patient and forgiving with SIS?
Other than personal RE and BAM, I currently have no equity exposure to RE at this time.
Thanks,
Q: What grade would you like to give based on the performance since last report(2016)?
Q: Hi Peter and Staff
Stock seemed to be gaining a bit of upward traction recently then cratered yesterday on high volumes .
Thoughts?
Thanks for all you do
Dennis
Stock seemed to be gaining a bit of upward traction recently then cratered yesterday on high volumes .
Thoughts?
Thanks for all you do
Dennis
Q: Can you please talk about the Lightspeed acquisition last night?
Q: You mentioned in the recent question that the latest quarterly results were "not that bad". Can you help us understand what that means? It seems like growth in both revenue and cash flow is increasing (if not accelerating) or do I have the numbers wrong?
Q: Good Afternoon
Can you help explain the large drop on REAL since August? Granted there was a small miss on latest earnings, expectations were high. However from your previous answers and comments from management there are many good things happening. I’m just trying to align those comments with what is happening to the SP?
Thank you
Can you help explain the large drop on REAL since August? Granted there was a small miss on latest earnings, expectations were high. However from your previous answers and comments from management there are many good things happening. I’m just trying to align those comments with what is happening to the SP?
Thank you
Q: I see that Mr Parent has been awarded the order of Canada. A good testament to the quality of CAE management. What is the 5I view of the recent acquisition of Tru Simulation.
Is it material?
CAE management must be positive about their future.
Thank You
Clarence
Is it material?
CAE management must be positive about their future.
Thank You
Clarence
Q: Dear 5i,
I am retired with a RIF. Is your Income Portfolio suitable for a RIF?
If not, what changes would you suggest?
If not, would you please consider providing a RIF Model Portfolio for your subscribers in the near future?
thanks for your advice
I am retired with a RIF. Is your Income Portfolio suitable for a RIF?
If not, what changes would you suggest?
If not, would you please consider providing a RIF Model Portfolio for your subscribers in the near future?
thanks for your advice
Q: Thoughts on the quarter? Thx
Q: Hi,
I was going through the investor presentation by the company and noticed that they had been buying back shares.They had bought back 7.1 millions shares as at 30 September 2020.
Do we know if they are still buying back shares after that date and do we have any more information relating to that?
Thanks,
I was going through the investor presentation by the company and noticed that they had been buying back shares.They had bought back 7.1 millions shares as at 30 September 2020.
Do we know if they are still buying back shares after that date and do we have any more information relating to that?
Thanks,
Q: How much of a threat is Zoom video to Sangoma? Is this a potential acquisition target?
Q: I noticed you recently added AC to your portfolio.
Is there a chance that creditors will ask for a restructuring of capital structure?
Or the government if they start pumping money in AC?
Like a bankruptcy form,where shareholders will be left "holding the bag"?
How strong is AC financially at this moment?
Is there a chance that creditors will ask for a restructuring of capital structure?
Or the government if they start pumping money in AC?
Like a bankruptcy form,where shareholders will be left "holding the bag"?
How strong is AC financially at this moment?
Q: Was considering buying CSU in the near-term, buy am wondering if it is better to wait until after the Tropicus spin-off? CSU will drop once that occurs correct? I would not expect to be buying enough shares to receive any Tropicus shares so seems like waiting may be best?
Q: Good afternoon Peter & Team,
LSPD. has gone up quite a bit recently. Please provide you comments on if further gains are possible based n earnings, etc. Or do you think I should sell as it has doubled since I bought it.
Thank you as usual,
Rossana.
LSPD. has gone up quite a bit recently. Please provide you comments on if further gains are possible based n earnings, etc. Or do you think I should sell as it has doubled since I bought it.
Thank you as usual,
Rossana.
Q: Given my two portfolios (TFSA, Unregistered), I just added in some inheritance - 491 shares of CAE, I'm looking to trim back a good portion and reinvest in some other ideas to accompany my total list of holdings, or add to some current positions you feel are showing promise at todays price action and growth strategy would keep accelerating post covid.
I know you guys like CAE right now, Id like to know how much you feel would be a good trim to keep diversification and what would you recommend to reinvest in? I was thinking of trimming back to $4000 - would you agree?
I know you guys like CAE right now, Id like to know how much you feel would be a good trim to keep diversification and what would you recommend to reinvest in? I was thinking of trimming back to $4000 - would you agree?