Investment Q&A

Q: Which, if either, do you consider is the more conservative of the 2; DND or LSPD, and which to anticipate higher growth from in the next 12 months ?

Q: How would you rate these tech companies for growth and safety?

Q: Do you have any sense, or a guess even, about the timeline when things are sorted out here, one way or the other? Thanks.

Q: Hi,
I own DND and not so pleased with the idea of this company is considering going private. It went public not even a year ago. The sudden change of "heart" has me thinking if they are constrained in someway in being public vs a private company.
In any event, the $50.50 acquisition price proposal is low, in my opinion. A financing at that price was done no so long ago.
I am hoping this company stays public as its a great company and growing very fast.
I have decided to hold onto my shares.
In light of my view, could you please share your thoughts?
Thanks,

Q: Hi, Based on the assumption, that eventually a sale is likely to happen in the price range of $50.50 or higher, is an arbitrage trade ( Buy @ $48 and wait until a Sale is final ) makes sense ? Thanks

Q: Your thoughts on the DND announcement?

Q: Given a three to five year time frame, which of WELL and DND has the better growth potential?

Thanks.

Howard

Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!

Q: Back in February this year DND issues 3,960,400 common shares at a price of C$50.50@ for a total of C$200 million, and also issued C$300 million in debentures. Has DND spent this C$500 million yet, or announced some plans for its use? SP has been trading well below $50.50 since and are there anything in the works? Thanks.

Q: I am currently helping my wife to add new money to her TFSA account. She is currently holding DND, AC, EGLX and PLTR. Please suggest your favorite growth stocks (Canadian and US) taking into account the latest volatility and recent sector rotation from growth/tech and rising interest concerns. She is looking for 5-7 years time frame.

Q: As I write this, Friday mid afternoon, all of the markets are sharply higher. Gains seem to be pretty much across the board. I like to look at outliers that are bucking the trend. There are a few stocks that you have been optimistic about that are actually down today. Wondering if any of these are not as favoured by the market, given their performance today. Perhaps issues with recent results. Understanding that you can't read too much into one day's trading, but several of these have dropped quite a bit lately, and I'm wondering what your current feelings would be on buying these today for a long term hold in a diversified portfolio. Would you give each a rating from 1 to 10 as to how strongly you would want each of these in a portfolio? BYD, CSU, CTS, DOO, DND, ENGH, LNF, PBH, REAL, STC.

Q: Hi.
I own DND. I was pleased with the results and later today(May 12th) they announced a small acquisition in the UK.
Looking at the industry they operating in and the services they provide, DND seems to have an economic moat. They can raise their prices and companies using them will not have much of a choice but to agree due to very limited competition. This is a very powerful position for a company to be in which allows it to protect its market share and profitability and to keep growing. Do you agree with my thesis?
Thanks

Q: Gentleman;; What are your initial thoughts on today's earning report?

Q: Any news on these two? Or just the general market shift?

Thanks,
Robert

Q: My TFSA appears to be revisiting a March 31 bottom. It came up somewhat through April but is revisiting the low seen at the end of March. Is this also reflected in the tech stocks that 5I covers. Is the tech sector nearing somewhat of a “fair value” scenario. At what point during a sector rotation do investors suddenly realize that there may be some “value” in hanging on to growth tech stocks.

Q: Hi,

I have the above three in my TFSA and each is down a bit (DND the most). In which order would you add to them? If you wouldn't average down, let me know.

Thanks,
Robert

Q: Hi,
I hold the above companies in my TFSA and would like to make the portfolio more concentrated for better upside potential. If you were forced to cut three positions and add the proceeds to any of the existing holdings, which one’s would you choose? Long term growth is the only objective.
Thanks

Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?

From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?

Thank you very much

Q: Last week DND held a Virtual Investor Day which I missed. Were there any highlights concerning the company's plans going forward or was it mostly housekeeping material?
Thanks
Dave

Q: Which of these companies have the best chance for growth