Q: Could you please comment on the Q4 results reported today. The stock is down 21% from its high on Jan. 5/20 versus a 3% loss for the TSX over the same period. I know it is problematic with todays volatility and uncertainty but could you venture an opinion as to how you think this stock will do over the next 6 to 12 months versus the market in general. Thank you, Ian
You can view 3 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: comments please on the quarter
Q: Greetings,
Your thoughts, re, latest earnings, please.
Your thoughts, re, latest earnings, please.
Q: Hi, Mx will soon be at a 4 year low around $35. B.E- $60.
Do you feel it is a good long term candidate for a full position, or would you stay at half position because of sector?
Do you feel it is a good long term candidate for a full position, or would you stay at half position because of sector?
Q: My portfolio has held up reasonably well so far in the current downturn , so I am not sure whether replacing ccl.b with Costco is worth doing. I have been reading positive comments about Costco and could use more US exposure. Do I want more US exposure in this environment ?
The reason for selling CCLB is that I still have a healthy profit in it and am considering protecting it.
My intent is that this would be a longterm decision,
and done in my TFSA where I currently hold
ccl.
Thanks in advance
The reason for selling CCLB is that I still have a healthy profit in it and am considering protecting it.
My intent is that this would be a longterm decision,
and done in my TFSA where I currently hold
ccl.
Thanks in advance
Q: I bought this stock in January at around $40 and now stock sold off big to under $20 so down 50 per cent. Wondering what to do with this position. Do you think over a longer time period it will recover somewhat or cut losses here
Q: 5i Team,
I'm curious what I'm missing in analyzing GUD? They're about a week or so away from reporting the first results of the acquisition, which should start to put them at a run rate of slightly less than $300M in revenues.
They should also have, once the dust clears have about $300M in cash left.
No debt, incredible growth, and a cash hoard for another major acquisition and it trades below book?
What am I missing?
Thanks!
I'm curious what I'm missing in analyzing GUD? They're about a week or so away from reporting the first results of the acquisition, which should start to put them at a run rate of slightly less than $300M in revenues.
They should also have, once the dust clears have about $300M in cash left.
No debt, incredible growth, and a cash hoard for another major acquisition and it trades below book?
What am I missing?
Thanks!
Q: Can I please have your thoughts and analysis on Descarte's recently announced earnings. Is it a buy at this time? Thank You.
Q: Sell Alaris Royalty after 20% drop??
Q: Hi Peter,
Do you see Kinaxis as a company that will benefit from the coronavirus outbreak? I would expect manufacturers to heavily invest in their supply chain system after seeing the disruption that the virus has caused. Thoughts?
Thanks so much,
Tait
Do you see Kinaxis as a company that will benefit from the coronavirus outbreak? I would expect manufacturers to heavily invest in their supply chain system after seeing the disruption that the virus has caused. Thoughts?
Thanks so much,
Tait
Q: I noticed a number of questions recently concerning STC and I thought your members may be interested in the response I received when I asked my Hedge Fund (who follow the stock closely and are bullish) about the recent results:
We thought the STC quarter was strong. Gross profits were up 20% YoY and cash earnings were up 89% YoY. They lowered revenue guidance but increased EBITDA guidance.
Recurring revenue (service business) as a % of revenue
20% in 2018
30+% in 2019
40-50% in 2020
*Margins have followed suite
The conference call was very informative and the focus continues to be growing recurring revenues and profits
Feel free to publish this if you think it is of value.
Cheers
Scott
We thought the STC quarter was strong. Gross profits were up 20% YoY and cash earnings were up 89% YoY. They lowered revenue guidance but increased EBITDA guidance.
Recurring revenue (service business) as a % of revenue
20% in 2018
30+% in 2019
40-50% in 2020
*Margins have followed suite
The conference call was very informative and the focus continues to be growing recurring revenues and profits
Feel free to publish this if you think it is of value.
Cheers
Scott
Q: Hello 5i
I've never participated in a Dutch Auction before. Is it likely if I submitted my shares at say $42 they would be purchased? If so, in this market, there is a good chance I can buy them back for less than $42 on one of the many market dips we are seeing. I might be able to gain 5+% in the process. Your thoughts would be most appreciated.
Thanks
Dave
I've never participated in a Dutch Auction before. Is it likely if I submitted my shares at say $42 they would be purchased? If so, in this market, there is a good chance I can buy them back for less than $42 on one of the many market dips we are seeing. I might be able to gain 5+% in the process. Your thoughts would be most appreciated.
Thanks
Dave
Q: Please comment on results of GC.Appears Rev & Eps beat estimates nicely.Txs for u usual great services & views
Q: I initially bought Sangoma @ $1.37 and it very quickly climbed to well over a dollar. However today, there still is an ongoing decline. Mystified and can't locate any info why/what is going non with this stock. Appreciate your review......
Q: Are Sangoma and Questor still two of your favourite small caps and would current price be a decent entry level?
Q: Alaris announced today the sale of Sandbox Acquisitions and Sandbox Advertising to a third party buyer at a material reduction to their initial offer. Why did the purchaser materially reduce their initial offer and why would Alaris have accepted it? Is this a good move overall by Alaris to have disposed of these companies?Thanks Gordon
Q: Could you please give me your views on the implications of the sale of Sand Box . Thanks...Steve
Q: Any reason for the recent weakness, especially the 9% drop today in a strong market Txs for u usual great services & views
Q: On BNN today,your ex collegue,Rick Rule stated that MMX is a strong buy.It has dropped from $7.28H on Jan 2 to current $5.47.Any reasons? Is this a good time to start a position? or better to stick to the big caps per u email of Mar 1 Txs for u usual great services & views
Q: In Nov 2016 you dropped QST from coverage for being too small and volatile. Lately though, it seems to have risen in your estimation albeit on the higher end of risk. Just wondering what factors you consider to have changed?
Many thanks .
Mike
Many thanks .
Mike