Q: Hi,
This is a hypothetical question, but out of the four stocks listed, which one would you consider that has the potential to be the next Shopify, or is there another that I have not listed?
Q: Hello,
With the media and other financial write ups all talking about this great sector rotation out of growth and tech stocks into value stocks seems a little over blown to my logical mind.
Its made to sound that stocks , in the "Packaged software " sector like
-LSPD, DND, REAL, NVEI ,VEEV etc are part of that big rotation.
When I think about this, I beg to differ and am of the opinion that these stocks will become even more relevant in the future of our economy irrespective of Covid.
Have I lost my "marbles" or being too naive to think that way?
Your feedback is always appreciated.
NB* I do own these stocks that I mentioned.
Thanks,
Piggybacking on a question asked on Nov 10 about their recent quarterly results.
Do you have any concerns over yet another financing from DND? (the financing release came out Nov 11 after the question was asked).
They just completed one in Sept for $50 mil and now another one for $175 mil. I assume this is targeted for future acquisitions....but never assume. ;)
I do like the cloud space and they are targeted for 60+% growth next quarter so that appears attractive.
I did initiate a 1/4 position @ $21.75 and plan to do so each quarter if the Q looks good...and if it is still on your 'good' list.
Q: latest results looked good- but if they are losing money why declare a dividend? is the latest equity raise a game changer- very large infux of cash. at $20 how does its valuation compare to similar companies- thks
Q: Your comments on its quarterly results reported today. Is it a good time to invest in this company or is it still too early and better to wait for another one or two quarters.
Thank you. Ian
Q: Have KXS in my TFSA & because of more than a doubling it is slightly more than 5% of my account.I sold DND after I'd made $2000 & now want to get back in because they continue to expand. Which do you suggest I buy or neither? Thanks, as always, for your wonderful service.
Q: I’ve been considering a position in one of the above stocks. Could you give me your opinion on which you would prefer. What are the pros and cons of each. Do you have a preference for another stock instead of one of these.
Thanks John
Q: I am in the early stages of reviewing information to invest in DND. Since this is a new listing what do you review before investing in a new company?
Clayton
Q: I wanted to see if 5i will be putting out a report on this company in the near future? I purchased this a few weeks ago in the low teens and it seems to keep climbing. I like the space they are in can you comment on when does their 1st public quarter report and would you add to a position at todays prices or wait.?
Thanks as always
Q: Tech has boosted my returns this year and now it is around 40% of my portfolio and that is after trimming half my SHOP and CSU and selling AYX, GIB.A and DSG. Trying to get down to 20% Can you please rank the above stocks to help me with my decision. And thanks for the great service.
I am thinking to start invest the above stocks. In term of risk, potential grow, please kindly provide the ranking. Please take out any if not suggest for the moment to invest. Many thanks.
Q: Wondering if you are doing any assessment on DND for maybe a portfolio position or further recommendation? An analyst started coverage with an $18. In doing some research on them they noted: The Company intends to pay an annual dividend on its Shares, initially at a rate of $0.075 per share. While this is subject to board approval and nothing is guaranteed would you view this as a strong signal of the company growth plans if one has a 5+ year time horizon?
Q: DND had its IPO recently and started trading about 2 weeks ago. Is there a lockup period where insiders cannot sell their shares? If so, what are details -- when can they start selling into the market?
I am looking at buying one or more of REAL, WELL and DND in my TFSA. In what order would you buy today?
Q: Hi,
I took a very small initial position in DND, making up about 1% of my overall portfolio.
What I can't seem to locate, is the number of shares that are currently outstanding.
Would you please able to let me know and also could you share your view on this company?