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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: Hi,

I have a small position in Sangoma and am considering selling and adding to another tech company. Going forward however do you consider the macro space in which Sangoma operates to be a driver for growth or would you see other tech companies with greater potential and if so, a few names would be helpful. I recognize Sangoma is a small company.

Thanks
Read Answer Asked by Greg on April 02, 2020
Q: In a relatively prolonged and deep recession,for each grouping of companies,please list in order from least likely to most likely to go bankrupt.
Group One:KEL,NVA,BIR
Group Two:STC,QST,WELL,XBC,GRN
Thanks.

Read Answer Asked by maurice on March 27, 2020
Q: In general, when the markets come roaring back, do investors tend to load up on those companies that weathered the storm (kxs, real thus far) or promising companies like lspd or stc who are taking a massive hit?
Thank you,
Kevin
Read Answer Asked by Kevin on March 18, 2020
Q: Please comment briefly as appropriate on the above stocks covered by 5i. Add,sell or hold? 1)EIF 1.5% position/ p/p$44 / Investment a/c. Recent big drop to $32.19 2)SU 1% / $42.59 / RIF. Sharp drop in oil price 3)AW.un 1.5% /$43.63 /Inv.a/c. 4)Real 2% / $14.25 / Tfsa. Sharp drop today. 5)STC 1% / $2.47 /Tfsa. Down since recent Q. 6)Ray.a 1.5% / $9.70 / Rif. Down trend.Decent results,but no love. 7)Qst 1.5% /$5.01/ Rif. Very sharp drop last few days. 8)Hr.un 3.5% / $21.33 / Rif. Its building in Calgary is leased to Ecana,now IVV( US$2.60.) Thanks for u usual great services & views
Read Answer Asked by Peter on March 16, 2020
Q: I noticed a number of questions recently concerning STC and I thought your members may be interested in the response I received when I asked my Hedge Fund (who follow the stock closely and are bullish) about the recent results:

We thought the STC quarter was strong. Gross profits were up 20% YoY and cash earnings were up 89% YoY. They lowered revenue guidance but increased EBITDA guidance.
Recurring revenue (service business) as a % of revenue

20% in 2018

30+% in 2019

40-50% in 2020

*Margins have followed suite

The conference call was very informative and the focus continues to be growing recurring revenues and profits

Feel free to publish this if you think it is of value.

Cheers
Scott
Read Answer Asked by Scott on March 04, 2020
Q: If you had to choose two at this time for a growth-oriented investor which would you go with?
Read Answer Asked by Andrew on February 25, 2020
Q: After a recent run to $2.75 H on Jan 16,STC retreated to $2.38 on Jan 21.Any reason? Is this a good point to add to my 1% position(p/p $2.47)especially in light of the sharp drop in Asian markets & U.S. futures today? Also your expectations of eps & revenue of its Q2 on Feb 27. Txs for u usual great services & views Looking forward to seeing Ryan on BNN,Feb 26
Read Answer Asked by Peter on February 24, 2020
Q: Hi Team,
This may be a bit of a "shot in the dark" question, but what i'd like to know is your top 5 companies with a "high risk - high reward" profile and 5 in the "medium risk - high reward" for a 3-5 year hold.
thanks
michele
Read Answer Asked by Michele on February 13, 2020
Q: I am looking to add to my tech holdings ie CSU, DSG, ENGH, OTEX, SHOP, LSPD, STC, which would you add to first (KXS is already at a full position)?
Thank you for your service
Read Answer Asked by Ozzie on January 30, 2020
Q: I own CSU, DSG, ENGH, OTEX, SHOP, LSPD, KXS and STS and was thinking of adding GIB.A once the stock settles down a bit. I'm looking to increase my tech sector . Would you add to the existing holdings or would you recommend adding GIB.A to take advantage of the recent pullback?
Thanks for your service.
Read Answer Asked by Ozzie on January 30, 2020
Q: When looking at these stocks in terms of management team, growth, potential, and outlook for 5-10 years+, how you would rank them in order starting with the best and why?
Read Answer Asked by Andrew on January 22, 2020
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