Q: When does SHOP next report? What is the consensus? Based on what's happening in the world today, what numbers do you see for SHOP? Is the market expecting a big beat and has this already been priced in?
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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: Your comments on Loblaw's earnings and the negative market reaction
would be greatly appreciated.
Thank You
would be greatly appreciated.
Thank You
Q: May I please have your comments on earnings. Keep safe
Q: Hi,
I have less than 3% of my portfolio invested in this stock. Is this a good time to add more?
The split date has yet to be announced. What could be the delay and is there any likelihood that the split could be cancelled?
Thanks again for your advice.
Keith
I have less than 3% of my portfolio invested in this stock. Is this a good time to add more?
The split date has yet to be announced. What could be the delay and is there any likelihood that the split could be cancelled?
Thanks again for your advice.
Keith
Q: Hello team,
Would you invest in GC today? What weight would you give it? Half or full, now that things seems to be moving ahead? What is their debt level? Do they have enough cash to make it through the closure period? Would their balance sheet and support from Brookfiled (if I am not mistaken) let you sleep at night?
Thanks a lot for staying with us during this time and all the time!
Would you invest in GC today? What weight would you give it? Half or full, now that things seems to be moving ahead? What is their debt level? Do they have enough cash to make it through the closure period? Would their balance sheet and support from Brookfiled (if I am not mistaken) let you sleep at night?
Thanks a lot for staying with us during this time and all the time!
Q: Just a fyi: In your answer to Camille yesterday I believe you overlooked the 3 for 2 split which took place April 1. This may be why she thinks BAM is down 50%.
Q: Which company do you feel has more upside as a 5 year+ holding?
Q: Has had such an amazing run, I think I should protect into earnings. Do you agree?
When is the earnings announcements date? Before or after Mkt close?
Thanks
Sheldon
When is the earnings announcements date? Before or after Mkt close?
Thanks
Sheldon
Q: Can you comment on their preliminary results and the share issuance? When was the last time they issued shares and at what price? What’s your take on this?
Thanks
Thanks
Q: PBH appears to have been doing ok despite the COVID-19 lockdown, which means, their products are likely not being purchased and consumed. When does the sales slowdown negatively hit them, and what do you think happens to the stock price in the short term, and do you think they have the financials to weather the storm and go back to higher ground after the lockdowns end?
Q: hi Guy
Is management going to be selling a lot of shares in may
Bob
Is management going to be selling a lot of shares in may
Bob
Q: I sold Lightspeed at $26.64, and would like to get back in, but I'm wondering if it would be better to wait until the next report on May 21. It will be their annual report, how do you see this report looking, will it reflect any downturn in business due to Covid, or would that be the subsequent report? Thank-you!
Q: Jumped on Kxs re:March 9th Report, at 99 You guys are Awesome!! Keep up the fantastic work and keep safe. Thank You 5i !!!
Q: Hi Team
I am selling my full holdings in both Gil and NFI to offset the gain with Boyd from January, would you suggest repurchasing both in 30 days or would the funds be better deployed elsewhere at this time, if so could you suggest 2 names, or use the funds to top up existing holdings in the Balanced Equity Portfolio.
Thanks for the great service.
I am selling my full holdings in both Gil and NFI to offset the gain with Boyd from January, would you suggest repurchasing both in 30 days or would the funds be better deployed elsewhere at this time, if so could you suggest 2 names, or use the funds to top up existing holdings in the Balanced Equity Portfolio.
Thanks for the great service.
Q: Trust me I am not complaining, but what is behind KXS’s amazing run lately?
Q: PBH: a lot of debt. and a high P.R. and hurt Wuhan virus effect. Always thought this company was too expensive based EPS and high P.E.; but, it kept going up. I was thinking of adding a half position until they report in mid May - results should be bad, I would think? With their already high P.R. is the dividend sustainable?
Q: SHOP did an offering at $137US on Feb of 2018.
They also did one at $154US on Dec of 2018 which is 9 months later.
8 months later they also did an offering at $317.50 SEPT of 2019.
Add another 8 months and we get to May of 2020.
Do you think this is a perfect chance for them to do another offering at these high prices? Are we due to have one?
Thanks
They also did one at $154US on Dec of 2018 which is 9 months later.
8 months later they also did an offering at $317.50 SEPT of 2019.
Add another 8 months and we get to May of 2020.
Do you think this is a perfect chance for them to do another offering at these high prices? Are we due to have one?
Thanks
Q: Im intrigued by Kinaxis and have been looking at it as a way to increase my Canadian tech exposure. How were you able to get confortable with Kinaxis' very high valuation? How would you recommend initiating a position given the recent run in its share price?
Q: I am wondering how to assess SHOP going forward based on its recent runup. If the increase is due, in large part due to perceived success during COVID, the next quarterly earnings report will only partly reflect their success/failure for this period. Are you then looking for the guidance they give, the quarterly results they post or will you be continuing to value the company based more on what you know about them from having followed them for some time? I guess my question is valid for all companies during the next 6 months but this one has run up so much, I am wondering if I am being unduly cautious as to how much I continue to hold.
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Please comment on earnings. Thanks