Q: Please comment on earnings. Thanks
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Investment Q&A
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Q: Please comment on results and outlook.
Q: What are your thoughts on CCL.B recent quarter? Would you endorse a change to BAM.A to capture more upside?
Thank you
Thank you
Q: I believe that REAL is officially considered a technology stock, but would you disagree with this assessment? Based on what they do, doesn't it seem like more of a financial?
Q: 2 Questions on Lightspeed, the stock has of course dropped like a rock and rebounded significantly from the lows 6 weeks ago, but even still if it were to head back to February highs it would be an increase of 80% from todays price.
I am trying to understand how much revenues can and are being disrupted by their clients business closures at least in the short term. They list in the most recent MD&A, software and payments revenue (cloud-based software subscription licenses and recurring revenue sources including payments solutions) accounted for 89 % of the previous 9 months revenue. Also noting that most clients are on 12 month contracts with monthly payments. With lightspeed payments only being introduced in the previous quarter there cannot be much revenue lost yet as it was more of a future revenue potential not a current revenue driver. I don’t think they breakdown what their cut would be with the current payment partnerships but they would of course lose out on payment fees potentially similar to SQUARE whose Payment volume was down 39% their final 2 weeks of the quarter, but how much do you think that could change Lightspeeds revenue?
Just a quick browse on their website shows they offer and excel in e-commerce for businesses, so some or most clients would be online and able to operate, if not they should and could be scrambling to add the capabilities to operate online, so this should be a net positive for this type of company (omni-channel commerce SaaS) in this changing business landscape due to COVID-19.
With lots of cash on hand to weather the short term storm, a high % of recurring revenue and the desperate need for businesses to be online would you not think Lightspeed for a long term play or even short term is one of the best options out there for growth?
I am trying to understand how much revenues can and are being disrupted by their clients business closures at least in the short term. They list in the most recent MD&A, software and payments revenue (cloud-based software subscription licenses and recurring revenue sources including payments solutions) accounted for 89 % of the previous 9 months revenue. Also noting that most clients are on 12 month contracts with monthly payments. With lightspeed payments only being introduced in the previous quarter there cannot be much revenue lost yet as it was more of a future revenue potential not a current revenue driver. I don’t think they breakdown what their cut would be with the current payment partnerships but they would of course lose out on payment fees potentially similar to SQUARE whose Payment volume was down 39% their final 2 weeks of the quarter, but how much do you think that could change Lightspeeds revenue?
Just a quick browse on their website shows they offer and excel in e-commerce for businesses, so some or most clients would be online and able to operate, if not they should and could be scrambling to add the capabilities to operate online, so this should be a net positive for this type of company (omni-channel commerce SaaS) in this changing business landscape due to COVID-19.
With lots of cash on hand to weather the short term storm, a high % of recurring revenue and the desperate need for businesses to be online would you not think Lightspeed for a long term play or even short term is one of the best options out there for growth?
Q: I am hoping that you can shed some light on the revenue streams for CAE. I don't expect the airline industry to show much growth for a couple of years and but I am wondering how much this affects this company. How much of their revenue is generated from training brand new pilots, pilots on new aircraft, regular ongoing training for pilot license maintenance etc.? I know you like CAE and I normally don't pay that much attention to timing as I am a buy and hold investor. However, I am wondering if in this instance are growth revenues still two years away or do they maintain fairly even cash flow? I am assuming that the medical division is still a minor contributor to cash flow.
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: I am trying to reflect on what the POS means for SHOP and other businesses. Does this suggest that SHOP is trying to develop a well guarded ecosystem (or has already done so)? What do you think the next step might be? For example, can they move into square's space and do so directly from their existing client base? Does their now massive cash horde suggest that they are likely to start some buying, presumably in niche areas that complement this move to full integration of on-line and brick-and mortar retailing? Thank-you again.
Q: Was there any details in the cc and how much stock do insiders own? In particular the CEO. Thx
Q: Stock has dropped 20 % past couple of days. Is there anything stock specific?
Q: Please comment on the conference call this morning.Big 13% drop today.Should I hold or take my 51.7% loss on a 1% position(p/p $44),Txs for u usual great services & views
Q: Good morning guys. Looking for your thoughts on earnings report today. Looks like a beat all around. Have been a little frustrated with stock price not participating in most recent rally. Also concerned about effect of physical distancing on funeral revenue. Thinking about stepping out of the stock for bit and maybe revisiting it again post Covid. Always appreciate your insight. Thanks. Chris
Q: Who are the competitors of Real?
Thanks
Thanks
Q: Please comment on their Q1 including their outlook remarks.
Also, do you think most of the bought deal being listed tomorrow will be placed with institutions and not be sold on the open market putting pressure on the share price?
Also, do you think most of the bought deal being listed tomorrow will be placed with institutions and not be sold on the open market putting pressure on the share price?
Q: Would negative interest rate ( if it happen ) affect GSY performance ? Thanks a lot.
Q: National Bank has downgraded DOO to sector perform today.
They are expecting an EPS of .02 far short of the consensus of .33.
Despite this, they also say that Polaris (in a similiar field) is holding
up better than expected?
Have you seen this report and is there a chance that they may miss that badly?
Thanks
They are expecting an EPS of .02 far short of the consensus of .33.
Despite this, they also say that Polaris (in a similiar field) is holding
up better than expected?
Have you seen this report and is there a chance that they may miss that badly?
Thanks
Q: What huge swings in PHO. Did the pendulum swing too far up on a good report and back again on profit taking? How do you foresee their going forward?
Q: Please comment on latest Q of sis & its impact going forward,Txs for u usual great services & views
Q: What’s your evaluation of EIF’s report? I assume a severe downturn from April 1, but do you see their business returning to near normal post shut down? Will that have much in the way of expenses when shut down?
Q: Please comment on the latest Q & its impact going forward. Appears to be a big miss on eps.Have a 1% position,p/p $44. Hold or sell at a big loss.Txs for u usual great services & views
Q: Ok, I'll show my ignorance by asking this question: What is the additional stock offer at this company and how is it going to dilute the stock price/value?
As an aside, the stock reached it's highest value today!
TIA for all you do!
As an aside, the stock reached it's highest value today!
TIA for all you do!