Investment Q&A

Q: To follow up on shares outstanding issue. On yahoo current market cap is 3.6B where in fact we should read it as close to 12B. Given this market cap what do you think of TOI valuation now? CSU market cap is 38B. Are there any funds that own TOI now or is it still mostly individual investors?

Q: Wondering what the following means for an investor?
Is it a good thing? Will it dilute the common shares ? Its not going to happen I understand until February 2022. Will it have an impact on the share price?

Threshold for Mandatory Conversion of Preferred Shares and Preference Units Reached GlobeNewswire

TORONTO, April 29, 2021 (GLOBE NEWSWIRE) -- Topicus.com Inc. (the "Company") (TSXV: TOI) announced today that the threshold for the mandatory conversion of all preferred shares of the Company, and all preference units of its subsidiary Topicus.com Coöperatief U.A. (the “Coop”), has now been reached.

Q: Your answer to Paul's question on TOI on April 30 included the following: "I've attached a copy of the Bulletin from CDS which shows the cost............."
What or who is CDS?
Thanks, Tim.

Q: Peter,

I see the ACB on m TOI spinoff is extremely low. I would expect any deemed dividend on the T3 at year end to reflect this tiny amount as a dividend. Is this the way you see it?

Thank You

Paul

Q: TOI.V moving up quite a bit. What are the main reasons? Would this be a good entry price (around 50 ) for BEP.UN or is there bad news around ? Thanks for your help. Larry

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: Morning

I have funds in my TFSA and am interested in investing in one of the three stocks listed. Would appreciate your thoughts on rating the growth and risk of each and whether you feel there is a better growth alternative.

Wayne

Q: Is it too late to start a position in these 2 stocks? Txs for u usual great services & views

Q: Hello,
I have cash in my RRSP to buy an initial position in one of these companies. Growth focus, with a chance to double the share price in a 5-year timeline approx. Morningstar rates both as "undervalued".
On TOI, on April 1st you mentioned two funds have recently bought-in (Fidelity and Akre). TOI has now run up 20% in the last 3 weeks, ahead of the May 5 call and their first reporting as a public co. It feels like the smart money knows there is good performance coming on TOI, near-term and further out, with its parent company providing support. If you were picking just one of these...

Q: You mentioned in other responses that Topicus.com hasn't reported their first financial reporting yet. But I see that Topicus on Sedar, i see there is a financial report as recent as Feb 2021, reporting for the period up until end of 2020. What am I missing here?

Q: Would you say TOI was a mini European CSU or something else?

Q: Does CSU maintain an economic interest in Topicus? Based on my review of the final long form prospectus for Topicus and insider reporting it looks like CSU holds voting control and a significant number of pref shares in Topicus. What I'm trying to confirm is whether I need to buy Topicus to obtain exposure to its growth or whether as a CSU holder I will already have some exposure.

Q: Hello, we have a 1.5% position in Topicus ( spin off shares and some addition around $62 ). Share price has shot up, almost every day, in your words, the scarcity value being one of the reasons. What would be a reasonable price range to add, on a pull back, if it ever happens, in near term ? Thank You

Q: I am wondering if it is a good idea to still buy TOI? I fortunatly did buy some more a while back. But, I have some money in my TFSA with which I was planning to buy TOI...when it went down a bit. Well, up seven percent today. Up over fifty percent since I first bought. Can it keep going up like this? Better to look elsewhere to place this money?
thanks

Q: This stock has quite a run up do u know the cause of run up? Wondering if I should continue to hold since I am up significantly on the position. Thanks Clare

Q: I hold below 13 technology stocks - it is about 30% of my portfolio. My target is to reduce it to 20% If I need to sell or reduce which one would you recommend to sell and in what order. Are all 13 stocks consider as technology.

Currently - MiTK, CRM & PLTR in a loss. Rest everyone is in profit. No concern about capital gain or loss.

Nuvei Corporation Subordinate Voting Shares NVEI (1.31%)
CONSTELLATION SOFTWARE INC CSU (2.64%)
Topicus.Com Inc TOI (0.55%)
Fastly Inc. Class A FSLY (1.42%)
BlackLine Inc BL (3.49%)
Lightspeed POS Inc. Subordinate Voting Shares LSPD (5%)
Mitek Systems Inc MITK (1.52%)
Square SQ (2.42%)
Dye & Durham Limited DND (3.32%)
Salesforce CRM (2.22%)
Telos Corp TLS (1.72%)
PALANTIR TECHS INC CL-A PLTR (2.73%)
DESCARTES SYSTEMS GROUP DSG (3.57%)

ProShares Online Retail Index ETF - ONLN (3.89%) - Is this consider as technology or Consumer Cyclical.

Thanks for the great service.

Q: Hi.
Could you name 3 Canadian and 3 US stocks that have a very high growth profile irrespective of sector, for a 2-5 year time frame .
Thanks

Q: Further to my April 1 question can you confirm this is a $3BB market cap company or some other number and does that include just the SVS shares but not the prefs to be merged?
Thx

Q: I have these stocks in varying amounts in my TFSA . I have decided to sell one, two or three names to fund a purchase. Which three would you sell first? Thanks as always

Q: Hello 51
I currently own Toi , would you recommend adding after the resent price increase ? What weighting do you think it should be in the portfolio ?
Thanks