Investment Q&A

Q: Hello team,

Do you see today as a good buying opp for LSPD? Does a takeover rumor of SHOP really justify a drop in LSPD? To me, it doesn't seem like it, and the notion that it would , would be based on a lot of presumptions that the sale of SHOP would hurt Lightspeed in any meaningful way. I have seen days like this before and more often than not prove to be good buying opportunities in a short period of time. Your thoughts please, thanks.

Q: Gentlemen; Lightspeed has disappointed me (-22%) and causes me to wonder if my patience is misplaced. Would I be better taking my loss and moving on or wait for some good news?

Q: Any reason your team is aware of why ECN has surged 10% the last few days? Seems a bit out of the norm.

Q: Hi,

With Boyd becoming a corporation on January 01, 2020, will it be required to provide more disclosure as to acquisitions, etc. I note that previously, that it is very muted in press releasing ongoing changes in the business or to even comment on quarterly results.

Thanks,
Kelly

Q: Today announced that Blockchain-enabled lightspeed Restaurant epos launches in UK,Your comment please Thanks for u usual services & views.

Q: comments please on the quarter?

Q: Peter if shopify does get bought out which 2 companies are looking to buy them out. And since i am a share holder of lightspeed should i be concerned. What are your thoughts about holding on to lightspeed as of now.

Q: If you were to speculate, can you list 2-3 companies for each that are the most likely to, or that make the most sense to, acquire them?
For GoEasy, would it be an alternative lender like home capital or equitable bank, or one or the big 5-6 banks?
For Shopify, would be another payment company like PayPal or MasterCard, a similar online Company like EBay, or a juggernaut like Amazon or Google who would swallow shopify up?

Thank you

Q: given the news on shop, is a good time to sell lspd? i bought at about $32.

Q: What is the source of the take-over rumour re SHOP?
Peter

Q: Why would it be negative for LSPD if there are takeover news on SHOP?

Q: Any news on LSPD causing the big drop today

Q: Regarding the rumor of a takeover bid for SHOP, do the insiders have enough shares to block a hostile bid?
Thanks, Tim.

Q: How risky an investment do you think GDI is in comparison with some of the stocks in the balanced portfolio? Would you put 1% or 5% into it?

Q: Dropped to 40% gain this year for people who bought it at the lows and not the ones that bought on 5i recommendations, who are probably 12+% down.

Q: What could have possible be said in the conference call to cause a crash of the stock? This is in free fall now.

Q: In your opinion why is DOL being hit so hard today after a relatively alright quarter? Thanks

Q: This is more of a comment than a question. I too watched the interview with Bruce Flatt and walked away very impressed. I found his calm, rational demeanor to be quite encouraging. When he stated that he is more cautious now than in 2009 he said it was because they knew then they were buying assets at $.50 on the $1.00. I simply took that to mean that we are not in a recession and no such bargains exists.....which is not a bad thing. However, he is realistic enough to know that markets move up and down and when the next recession or downturn happens (whenever that may be) they have access to plenty of capital, are global in reach and have "feet on the ground" to take advantage of it. Glad you recommended it for the portfolio.

Q: With long term growth and limited downside protection being the goal. In what order would you consolidate to one name?

Q: Could you please advise what analysts are expecting regarding Descarte's earnings release after markets close today.

Thank you, Peter