Q: Like many others, I've been taking a bath on Pinterest the last few weeks. Is your recommendation still to ride this out assuming a <5% portfolio weighting?
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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: Can you please comment on the big drop in LSPD today.
Q: Thoughts on the quarter and the pending departure of the CFO ? I'm down 45% since my purchase in mid-February ...timing couldn't have been worse...
Is the current drop today of 22% overdone ?
Add, Hold, or Sell ?
Is the current drop today of 22% overdone ?
Add, Hold, or Sell ?
Q: FROG is way off its IPO price, at this level does it change your calculus on the stock?
Thanks for everything you do.
Thanks for everything you do.
Q: Can you contrast revenue growth and free cash flow growth between these two companies and their relative valuation? Thanks.
Q: Is there something wrong at crowdstrike. Stock down $30 in a few days. I bought it at the high and am wondering if it’s worth holding on.
Q: what does the market expect from CSU today?
Q: John asked about QUIS this morning and the "breakout report" was an article in the Globe & Mail May 3. Here is a link: https://www.theglobeandmail.com/investing/markets/inside-the-market/article-mondays-breakouts-a-stock-thats-rallied-39-in-2021-with-a-further-gain/
Q: I am looking for a tech company with limited downside risk.
Would CGI (GIB.a) fit this criteria, or would you recommend something else
Would CGI (GIB.a) fit this criteria, or would you recommend something else
Q: In one answer recently you called KXS still "buyable". Sorry for the lack of context.
Do you think the shine has come off the stock and could it be time to possibly sell and move on in the context of building up some cash for another similar position? Thanks
Do you think the shine has come off the stock and could it be time to possibly sell and move on in the context of building up some cash for another similar position? Thanks
Q: would interested in any comments you might have on AYX's first quarter results and full year guidance given today.
as always appreciate your insights
Don
as always appreciate your insights
Don
Q: Do you have an explanation why CTS (Converge Technology Solutions) has such a nice upside run in the last few days?
Thank you!
Albert
Thank you!
Albert
Q: Hello,
What are your thoughts on Topicus earnings? Also, is it a buy here and now?
Lastly, assuming an exchange of 1.00 to 1:48, no prefs and the same results occur over 4 quarters, are the numbers below correct?
$179.6m euros rev x 4 qs x 1.48 exchange/ 39.41m s/o = 26.98 revenue per share
$90 Price per share / 26.98 rev per share = 3.34 price to sales
$20.7m euros earnings x 4 qs x 1.48 exchange/ 39.41m s/o = 3.11 earnings per share
$90 Price per share / 3.11 earnings per share = 28.9 p/e
$91.5m fcf x 4 qs x 1.48 exchange/ 39.41m s/o = 13.74 fcf per share
$90 Price per share / 13.74 fcf per share = 6.55 price to fcf
13.75 fcf per share/ 90 price per share = 15% fcf yield
What are your thoughts on Topicus earnings? Also, is it a buy here and now?
Lastly, assuming an exchange of 1.00 to 1:48, no prefs and the same results occur over 4 quarters, are the numbers below correct?
$179.6m euros rev x 4 qs x 1.48 exchange/ 39.41m s/o = 26.98 revenue per share
$90 Price per share / 26.98 rev per share = 3.34 price to sales
$20.7m euros earnings x 4 qs x 1.48 exchange/ 39.41m s/o = 3.11 earnings per share
$90 Price per share / 3.11 earnings per share = 28.9 p/e
$91.5m fcf x 4 qs x 1.48 exchange/ 39.41m s/o = 13.74 fcf per share
$90 Price per share / 13.74 fcf per share = 6.55 price to fcf
13.75 fcf per share/ 90 price per share = 15% fcf yield
Q: Hi, Could you please comment on Topicus.com earnings. Thanks
Q: Fastly has come down over 50% since it's 52 week high. I notice it is one of the names you suggest to sell when readers ask about consolidating their holdings, but for someone thinking of initiating a new position, do you think it would be a good buy at these levels?
Q: What’s expected for earnings this evening? Thanks
Q: Just wondering about this stock? Down a fair bit was hoping earnings might save me but...
Q: SDGE , is it a buy at these levels?
Q: What are your views on TOI for TFSA, in light of current pricing?
Q: Peter; It looks like the tech sector is getting hammered this am- would you be a selective buyer on LSPD and/or others dropping? Thanks. Rod