Q: In Jaime痴 question he references GUD price to book, one has to realize that the acquisition was done at a premium to market, and likely several multiples above book.
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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: H8 I bought this at 75 I知 wondering your thoughts as the price keeps going down buy sell or hold and why thanks
Q: With the latest government announcement is it to sell the telcos .
Q: I follow the BE portfolio. I am underweight the following positions, which of these should I add to today:
CCL.B, ENB, MG, MX, NFI, PKI, SLF, GUD, TFII, GIL, BAD, DSG
I am full/overweight in all the other BE positions. Thank you.
CCL.B, ENB, MG, MX, NFI, PKI, SLF, GUD, TFII, GIL, BAD, DSG
I am full/overweight in all the other BE positions. Thank you.
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Photon Control Inc. (PHO $3.60)
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Constellation Software Inc. (CSU $3,315.00)
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goeasy Ltd. (GSY $125.68)
Q: An investing strategy question for a TFSA where growth is the primary concern, the investing horizon is 5+ years and I知 comfortable with risk. About 18 months ago, market turmoil resulted in me going all to cash in my TFSA. I have since returned to growth stocks and have learned to better weather the volitility that comes with them. Today I知 wrestling with the same capital preservation vs ride it out scenario as many investors. My question is what advice would you provide given my growth objectives. I知 considering selling CSU and GSY simply because I have nice profits, while keeping PHO because I知 down 30% and would rather not sell at a discount. Does this make sense or am I selling 2 winners and keeping a loser that might drop much further as the economy slows? Is selling PHO the better capital preservation move? BTW, I知 open to not selling anything in this market as you frequently advise the best move is sometimes no move. I guess I知 wondering what your thought process would be in scenarios such as this. Thank you for all of your guidance, at times like this it痴 invaluable!
Q: Hello Peter and Staff
I know the markets are very volatile - any reason for the 7.45% drop on March 5th?
Thanks for all you do
Dennis
I know the markets are very volatile - any reason for the 7.45% drop on March 5th?
Thanks for all you do
Dennis
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
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......