Q: Is it too late to invest in Light Speed. ?
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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: Interesting news from Shopify re: opening fulfillment centers in the U.S. ($1 Billion over 5 years). I see this as more directly competing with AMZN, whom I thought they were friendly with.
I own SHOP but I'm honestly not too sure how dependant they are on AMZN for their business. Here on 5i it's been mentioned that they have a serious relationship, but I've never seen it quantified...are you able to share how much of SHOPs business is from AMZN (based on revenue, EPS or other) and what specifically their partnership is?
With this news and within a year or two I'm guessing SHOP will either be dropped by AMZN or bought out.
I own SHOP but I'm honestly not too sure how dependant they are on AMZN for their business. Here on 5i it's been mentioned that they have a serious relationship, but I've never seen it quantified...are you able to share how much of SHOPs business is from AMZN (based on revenue, EPS or other) and what specifically their partnership is?
With this news and within a year or two I'm guessing SHOP will either be dropped by AMZN or bought out.
Q: Am wondering if you know the reason the stock is down more than 2 % today
Q: Was just wondering if there might be a new report for QST and MCR. Last report on QST was back in Nov 2016 and was not too favourable. "simply too small and volatile to own at this stage." MCR no report.
Thanks Craig
Thanks Craig
Q: Hello: Wondering what the current payout ratio for this stock is based on both earnings and cash flow. I have read your recent responses re WEF and would just like to confirm that you do not plan to remove it from the portfolio in the next 6 months or less. As always, many thanks.
Q: I have been waiting for an entry point to buy TFII but it continues to fall despite no news after a good Q1. Are you still positive on this company? It is underperforming other transports even though it seems to be well-positioned from a business point of view. Thanks
Q: Should we consider Macro more valuable now that the Trans Mountain Pipeline has been passed or should we wait until it is well into construction as there are still some hurdles to overcome?
Q: Please comment on their acquisition. Thank you.
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BCE Inc. (BCE $31.13)
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TELUS Corporation (T $17.43)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.80)
Q: Hello 5i team
Question:
What is going with Lightspeed today + Bell & Telus over the last 5 trading days.
Thanks
Question:
What is going with Lightspeed today + Bell & Telus over the last 5 trading days.
Thanks
Q: NFI seems to have picked up some momentum in the past few weeks, has now broken the 200-day average - Does this improve your opinion of the stock?? Thanks Jim
Q: I got into this a short time ago (over a couple of years ago) around this level it bounced around a bit and ran up over $100. I considered selling or trimming but it didn't get to the % I had in mind. I held due to the increasing dividend and stock buy backs. With the benefit of hindsight it has got me wondering if this is a stock that is more of a trading stock or is it something that is suitable to hold for long period of time. My portfolio target is to achieve 7%+ rate of return over my life.
Q: I am showing an increase in debt from 30.1% of capital last October to 51.86% now with CSU. Does this agree with your numbers and would this be of concern to you?
What do insiders now own in CSU? Thanks.
What do insiders now own in CSU? Thanks.
Q: What price would be a support level for Lspd? Thank you
Q: Bought some BNS @ $76.Is it appropriate to add some now? Txs for u usual great services & views
Q: May 30 announced good Q.Jun 11 declared $300m BB through Dutch Auction & Tender @ $44- $52.Jun 14 $46.05 close.Some expectation of lower interest rate &/or possible recession. Will it go over the $46,the high range of BB.? Is this an entry point for new position Thanks for u usual great services & Views Happy Father's Day to all
Q: Given the recent gains of this stock, is it too late to take an initial position? I am building a small portfolio with both a dividend focus and growth. I have a 10 year horizon.
Thanks
Thanks
Q: If trans mountain gets the go ahead next week will this effect macro in any way.
Q: On May 29 U stated that Q has a $1.5m unplanned non cash items(acquistions costs).Surprise that management is unaware of this costs,which is deemed to be normal. On Jun 14,dropped 0.35(7.3%) to $4.45 on 12.7k volume which is higher than the 7k average Any news?Txs for u usual great views & services.
Q: I like TOY but am concerned about the following:
1) How vulnerable is TOY's business to low price "knock-offs" being marketed as TOY brands through on-line channels like Amazon, Alibaba, etc.?
2) Do retailers like Amazon & Walmart have the technology to restrict this type of thing, or would they unknowingly be expediting it (and benefitting from it)?
3) How effective is legal action initiated by a company like TOY in defending its intellectual property?
4) Is this vulnerability a "deal breaker" in deciding NOT to buy TOY?
Thank you for your thoughts.
Edward
1) How vulnerable is TOY's business to low price "knock-offs" being marketed as TOY brands through on-line channels like Amazon, Alibaba, etc.?
2) Do retailers like Amazon & Walmart have the technology to restrict this type of thing, or would they unknowingly be expediting it (and benefitting from it)?
3) How effective is legal action initiated by a company like TOY in defending its intellectual property?
4) Is this vulnerability a "deal breaker" in deciding NOT to buy TOY?
Thank you for your thoughts.
Edward
Q: With Broadcom warning of a slowdown, how will this affect
PHO and the sentiment on the sector.
In another words, do you think the semis are still a few quarters
away from doing well?
Thanks
PHO and the sentiment on the sector.
In another words, do you think the semis are still a few quarters
away from doing well?
Thanks