Q: On July 6 U trimmed Toi to 3.5% @ $106.95 after big rally from below $70.On July 12,U consider it as a attractive buy when it was some $98. On july 11,it was $103.46 + 0.84%. Add,Hold or Trim. It appears that U now prefer Lmn due to its potential better upside, Txs for U usual great services & views
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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: Do we know which large customer did NVEI lose? At what cost?
We often see sell/buy transactions with no divulged details. Being naïve, shouldn’t the investors know these details, when they could impact the financials. Do analysts know more than we do? I’m aware we are talking private companies and their competitors, but it is a bit frustrating.
Thanks for your work.
We often see sell/buy transactions with no divulged details. Being naïve, shouldn’t the investors know these details, when they could impact the financials. Do analysts know more than we do? I’m aware we are talking private companies and their competitors, but it is a bit frustrating.
Thanks for your work.
Q: Hello,
If you could please comment on the recent quarterly results. Would you recommend starting a position (RSP with a long time horizon)? Why or why not?
Thank you.
If you could please comment on the recent quarterly results. Would you recommend starting a position (RSP with a long time horizon)? Why or why not?
Thank you.
Q: Could you please comment on CCL Industries latest quarter results?
Thanks
Roy
Thanks
Roy
Q: Can you comment on the level of debt carried by Nuvei. Is it high, moderate or low for their cash flows? Thanks.
Q: According to the July 18 news release from CSU:
"The Company’s quarterly results will be disseminated via press release and made available on the Company’s website ( www.csisoftware.com ) and SEDAR, after markets close on Friday, August 11, 2023."
Is it normal for companies to release their results after market close ON A FRIDAY?
Politicians want to release bad news at the end of the day on a Friday, especially before a long weekend. So I am wondering if a company would follow suit by releasing bad news at the end of the week after the market closes.
I am not expecting bad news, but I can't recall a company like CSU releasing their results after the markets are closed on a Friday.
Your comments?
"The Company’s quarterly results will be disseminated via press release and made available on the Company’s website ( www.csisoftware.com ) and SEDAR, after markets close on Friday, August 11, 2023."
Is it normal for companies to release their results after market close ON A FRIDAY?
Politicians want to release bad news at the end of the day on a Friday, especially before a long weekend. So I am wondering if a company would follow suit by releasing bad news at the end of the week after the market closes.
I am not expecting bad news, but I can't recall a company like CSU releasing their results after the markets are closed on a Friday.
Your comments?
Q: Over the last months, it was suggested that there would be some news from ECN in August. Any idea what, if anything, might be happening, and when?
Thank you for your excellent assistance
Thank you for your excellent assistance
Q: Hi 5i team,
I currently hold a well-balanced portfolio and I am contemplating selling 50% of my position in GSY to purchase ECN. I am willing to take on some risk for potential reward, but I am unsure if maintaining GSY would be more appropriate for my investment space.
Best,
Matt
I currently hold a well-balanced portfolio and I am contemplating selling 50% of my position in GSY to purchase ECN. I am willing to take on some risk for potential reward, but I am unsure if maintaining GSY would be more appropriate for my investment space.
Best,
Matt
Q: Can you please comment on earnings.
Q: Hi Team,
Can you comment on GSY earnings and the company in general? To me they appear to be record with great growth. Their model seems to be almost flawless with almost a limitless runway ahead in Canada with very little competition in their market. They now appear to also be benefiting from the new interest rate law as smaller competition is getting wiped out and they gain market share. I look at their market cap of only 2B...then I look at the revenue coming in. The valuation don't make sense to me. The company seems so cheaply valued by the market in my opinion. They keep executing, the loan book is now climbing at a exponential rate over the last couple years. It seems more and more people are needing their services. Do you think eventually they will take the company private? Or possible some private equity firm comes in and buys them out and keeps the dividend for themselves? With the numbers they are now putting out it appears like the company could buy itself out in only a few years. Am I correct in all this bullish view or what am I missing here? Appreciate the feedback!
Shane.
Can you comment on GSY earnings and the company in general? To me they appear to be record with great growth. Their model seems to be almost flawless with almost a limitless runway ahead in Canada with very little competition in their market. They now appear to also be benefiting from the new interest rate law as smaller competition is getting wiped out and they gain market share. I look at their market cap of only 2B...then I look at the revenue coming in. The valuation don't make sense to me. The company seems so cheaply valued by the market in my opinion. They keep executing, the loan book is now climbing at a exponential rate over the last couple years. It seems more and more people are needing their services. Do you think eventually they will take the company private? Or possible some private equity firm comes in and buys them out and keeps the dividend for themselves? With the numbers they are now putting out it appears like the company could buy itself out in only a few years. Am I correct in all this bullish view or what am I missing here? Appreciate the feedback!
Shane.
Q: Please comment on earnings from GSY, SIS, KXS Thanks.
Q: Good morning. Thoughts on today’s earnings? You have long been a fan of the company so just checking in to see if this is still the case. Thanks.
Q: Good day
Are u guys seriously considering dumping this disappointing name from the growth portfolio ?
Will patience pay off here for holders of this name or is this another covalon technologies or xebec .. I certainly hope this is not the case
Thx
Mark
Are u guys seriously considering dumping this disappointing name from the growth portfolio ?
Will patience pay off here for holders of this name or is this another covalon technologies or xebec .. I certainly hope this is not the case
Thx
Mark
Q: Savaria missed on revs and EPS so it is weak on the open. Things seem to be moving in the right direction; org growth in North America Accessibility up 12%, Patient care also strong growth. Does this look like a company ready to accelerate profits in the next 12 months?
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Topicus.com Inc. (TOI)
Q: Hello team, I have room for a full position in my TFSA. Goal is long term growth. Out of CSU, GSY, SHOP, and TOI what company(s) has the best chance of long term growth over the next 5 years, and are todays prices OK entries?
Thanks again,
Derek.
Thanks again,
Derek.
Q: I know you hold this company in the Model Growth Portfolio. I have a small holding and it is down around 70%. My plan was to continue to hold and hope it improves as the macroenvironment improves. With the stock price so low now, I hope it has hit bottom. On the other hand, I do need some losses this year to offset gains. I assume by tendering my shares via the auction, I can avoid any broker fees? What are your thoughts on continuing to hold versus tendering shares via their auction?
Thanks.
Thanks.
Q: Long time holder of KXS. They reported recently. Just your thoughts on results and future. Thanks.
Robert
Robert
Q: Your analysis of results and outlook, please
Sheldon
Sheldon
Q: What does the market expect from CSU this quarter?
Thx
Thx
Q: What is expected for gsy, kxs and sis tonight?