Q: ENGH was suggested as a mini CSU many years ago and has turned out to be a mediocre performer. Do you see a chance of being taken private? Please also advise a sell or hold in my RRIF account holding. Thank you. Bill.
Q: I believe insiders have been buying TOI around $70 in late December. Based on this, do you think the current $75 price is worth buying ahead of the Feb 7 Q4 earnings announcement?
Organic revenue growth seems to be down in the past year. Would there be a reason for this, and is it a cause for concern?
TOI is said to be the same size as CSU was in 2013/14. Are there some metrics that compare the valuation of TOI today to CSU then?....perhaps Price to Cashflow, or some better comparison? Or is this an apples to oranges comparison because of geographic operational differences?
Q: Hi 5i Team - With Shopify's recent upward momentum, is it now trading at a high multiple. Also do you think that its growth is slowing. In addition I have read that it is trying to be more like Amazon and therefore has to spend a lot more money. Do you feel this statement has any merit. Thanks.
Q: I sold a number of tech stocks for tax losses late last year. As tech is on the rise again I am tempted to buy them back even though I was probably overweight tech to begin with. This has me wondering what you think would be an appropriate sector allocation between tech, industrials, financials, etc. I would appreciate a generic allocation for an average investor irrespective of age or personal financial situation. Thanks.
Q: Could you explain the $748.7 million goodwill impairment charge for LSPDs latest results? What is the impact? Where did it come from? And is this the sole reason for the stock being down 7 + percent today (as of 2 and a half hrs after market open) or are there other explanations?
Q: I’ve finally broken even on NVDA. Their Q4 comes out later this month and I’m nervous since it’s up substantially from the dramatic low in October. Any disappointments and it will probably be hit hard.
If you owned NVDA what would you do? Ride out the report and hold on or sell, watch the reaction and reassess?
Thanks
Q: I was interrupted during my buy of ROKU last Thursday when it was below $50 and when I next looked it was $56! Ouch. I see it has earnings on Feb 15. I know you recommend buying for long term and not waiting for earnings, but I feel like it could go either way here, and a 10% rise this week is significant - do you have a recommendation regarding buying before or after in this case? Thanks!