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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: LSPD previous high was in August of last year at a price near $50. Recently there has been positive news, such as M and A, expanded offices and services in Toronto and Vancouver. They are expanding the platform and business using LSPD grow significantly more than business that have other platforms.
When the price goes and stays above $50 should I add to my position for a long term hold?
Clayton
Read Answer Asked by Clayton on January 30, 2020
Q: You continue to comment favorably about this company but they never make money. Latest quarter was a loss of $2.7m - up from $1.5m a year ago. Why do you never mention this? If you take out Goodwill and Intangible assets the equity is a negative $144m. I know you will say a lot of this is because of acquistions but if they can not make those turn a profit why do you give them such good ratings an commentary?
Read Answer Asked by gary on January 30, 2020
Q: Hello Peter and Team,

For those of us planning to sell our TSGI shares, would you recommend waiting until after Flutter and TSGI report their Q4 results on February 27th? Of course, share price could go in either direction depending on the results, but what would be your inclination? I am planning to put the proceeds of this sale into Lightspeed. Thanks.
Brad
Read Answer Asked by Bradley on January 29, 2020
Q: Peter recommended CAE on BNN partly because of a large backlog of work which includes upcoming training on Boeing's 737MAX. I don't believe that Boeing has been completely forthcoming about the issues regarding this plane but we do know that there is a design problem which created a structural deficiency, and that they tried to overcome this with a computerized fix. That fix didn't work and the plane will have been out of service for at least 15 months. Evidence that has been made public is not comforting.
My question is; how much of CAE's backlog is related to the 737MAX? What effect would further delays or cancellation have on the financial results of CAE?
As always, thanks for your insight.
Ian
Read Answer Asked by Ian on January 27, 2020
Q: It looks to me that SHOP is a bubble. I have no doubt that it has a great potential, but I do not see how I can justify the actual valuation. If I assume a 30 % annual sales growth, a 30 % net profit in the future and a valuation at 30 times the EPS, it would take 7 years to justify the actual valuation. Please correct me if I am off the track. Thanks.
Read Answer Asked by Jean-Pierre on January 27, 2020
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