Q: What is 5i thoughts about Quorum Information Technologies Q1 results? Revenues are growing nicely and 90% are recurring. The stock is also trading at a 52-week high.
Q: Which would you consider the better investment? Ceridian or Paychex? Which would have the better economic moat and future growth potential in your opinion?
Q: Can you please comment on LTV's current quarter. I have a small, speculative investment in the company and am wondering if they still have a chance to prove their technology or if their mounting losses will see their financial runway runout before they can become viable.
Q: Shopify has continued to record new highs almost every week. Do you think the fundamentals and growth potential support this or is it moving because it is a very popular stock. I have sold half my position and am wondering if it is time to sell the rest. Thank you.
Q: I would like to buy two of these. How would you rank them in terms of growth and volatility?
If one is going in a TFSA and the other in a RIFF which is the best RIFF choice?
Thanks for your valuable advice.
Q: Would appreciate your analysis of their Q3 earnings that were released after close yesterday. At first glance, they look to be pretty solid.
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For the third quarter of fiscal 2019, sales were $28.92 million, 78% higher than in the same quarter last year and the seventeenth quarter in a row in which sales have grown from the prior year. For the first time, services revenue exceeded $10 million, continuing to grow in both absolute and relative terms.
Q: I’m certainly not complaining but Shopify has be so strong this year, can you provide any insight? Do you see this momentum continuing? Amazon seems now to be limiting the number of smaller sized vendors, is this a big plus for Shop?
Thank you
Q: just to follow up on my paysign question. would you buy paysign ahead of square.
just a comment, there have been a number of mergers in the payment space with i think another one tomorrow.
also i wonder why no one has stepped up and bought square, big u.s bank etc.
dave