Investment Q&A

Q: Could I please get your comments on CCL.B Q2 results. Also which company would you buy and why CCL.B or WPK .
Thanks

Q: Kinaxis had a great report the other day, and is now down 5%. CSU is also down 5%. Is there a particular reason or is this just a "we hate Canadian tech" day?

Q: The q numbers, are not a surprise to me...are they better or worse than your expectations? It is the comments found in the president's message also in the Outlook section of the release which I need help deciphering, They sound very positive; do you buy all these opportunities for qst, all the optimism she talks about? How much of this is company spin?

Q: Hi, could you please comment on Parkland earnings. Thanks

Q: Please comment on earnings

Q: CSU's Q2 seems to be a miss, especially the EPS.
Please give your opinion on it and if it changes how you feel about the company.

Q: Hi team

I have a small position, it was losing money (hoping to generate some dividends with hope of a small capital gain)
now
this stock is shooting up like a rocket
I am aware that in the last quarter
earnings beat expectations (was suppose to be a loss)

would you say there is enough momentum to keep on going for another 5-10%?
was there a tremendous amount of short position from those hedge fund managers?
looking for reasons to keep on holding it or sell to take a small profit

Buy more, hold or sell?

thanks !
Michael

Q: I got into PHO a couple of years back when it was doing well and sold it at a loss after the shares performed poorly for awhile. How would you contrast the situation now to then for someone (like me) who doesn't want to be burned twice?

Q: Your thoughts on Photon's quarterly results.

Thanks.
G

Q: Should there be any concern with Lightspeed CEO being sued for stealing the code he used for starting company from previous employer? Article says he has been trying to settle for a few years or get case dismissed with no success.

Q: In regards to my vote for Alaris converting to an income trust amoungst other matters. In your opinion, what would be in the share holders best interest. I hold my shares in an unregistered account. Could move them in kind to a tfsa or rsp account though.

Q: In your answer to Kevin's question regarding assets Aug. 4 you state that Dollarama "Does not have many hard, physical assets." and go on to say that it leases stores. Your website 'Company Profile' would appear to disagree. "All the stores are owned and operated by the company." Would the profile be out-of-date? I am interested in the company too. Thanks

Q: Please let me have your opinion on the consequences for ATD stock of the announcement that Marathon's Speedway chain has been bought by 7-Eleven rather than ATD. It seems to have been drifting lower for the last few sessions.

Q: Hi, Could you please post earning estimates for these companies for the quarter. Thanks

Q: What do you think of WELL’S announcement today? Almost feels like the company is losing focus. Transforming into a cyber security company? How could they possibly compete with the larger names such as Blackberry & Absolute? Market seems to like it though.

Q: Hello 5i, I have a large position in LSPD, and I am finally breaking even. Today its up over 7% . I have not been able to find any news. Do you have any info? is it the fact that it may report good numbers on Thursday? or takeover chatter? or up on market trend?
Thanks for your great service,
Carlo

Q: Hi Peter and Staff

I know you like this company and I have done well with it....thank you......seems to have stalled....wondering what you think its P/E is and please address concerns if any on the multiple given the state of the world
Thanks for all you do
Dennis

Q: Just curious as to your opinion about the acquisition. It is purportedly immediately acretious and seems like a good fit for them, yet EIF is down on a generally up day.
Thanks!
Paul K.

Q: Hi, I was wondering why BAM.A suddenly dropped 4% on Friday? Thanks.

Q: Hi 5i Team - I have held Shopify in two accounts for several years now and although I have sold much of it over the past couple of years at a substantial profit (thanks to your advice) there is still some left which it seems becomes more significant each passing month. I find myself, however, unable to describe it's business with any degree of confidence to other people. Could you provide me with a simple description of exactly what it does in plain terns that I could relate to others.
Who are Shopify's customers and clients - do these terms mean the same thing - and how many are there. Do they have other relationships with large corporations beside Amazon and what exactly is that relationship with Amazon. I feel I should have an understanding of all of this but it very limited.
Thank you.