Q: GSY was one of u top 10 picks on Apr 1 & since then has increased sharply.Can I initate a position now & what percentage? Txs for u usual great views & services
Q: If you already had a 3.5% weighting in OTEX and none in CSU, now that earnings have come out, would you add to OTEX up to 6% weighting or start a CSU position instead?...& please explain your preference and if quarterly results hadn’t just come out would you have made a different choice.
Please consider that I am looking to hold for 5 or more years.
Q: The access I have to consensus estimates shows Couche-Tard is expected to make $3.42US in 2019 and $3.37US in 2020. Can I get you to confirm if this is accurate? If accurate, what accounts for the drop in earnings expected in 2020?
Q: What makes Shopify , 3 yr. gain 800%, 1 yr gain 75%, Amazon 3 yr. gain 180%, 1 yr gain 20%. Is the market telling us that Shop is a more valuable co. than Amazon? I just don't see how you can you can compare the two, at this growth Shop will be larger than Amazon in 3 yrs.
Q: After an initial bump this morning, Parkland is about at yesterday's close. Q1 seemed very good on several metrics. Do you think investors are concerned about the revenue miss?
Q: i think their earnings announcement was quite good, would you add to a position .
relative to kinaxis and some other tech companies i think it is quite cheap. do you agree. dave
Q: Weak momentum in a strong market, no material news in months, no liquidity, yet a suggestion as an option for a growth stock today. Why the faith? I hold a position and am looking for a reason to be patient I suppose.
Between PHO and COV which one do like for a double first and which one gets bought out first?
As well I took a position on ATS on the way down, and it has finally churned higher. If I were to sell, would you wait until after the quarterly release or let it go now. No rush, and no need for the cash, just making a trade.