Q: Hi Gang,
I already own many of your balanced and growth funds stocks and have some cash to put to work. Can you rate the above going out 12-24 months out.
Q: Hi, I am looking to add a position in either DSG or LSPD to my RSP. I am looking at these to add some growth as I have a number of bank and utility stocks in my RSP now, which provide dividends but not a lot of growth. Can you please advise which you would recommend, including your reasons and also how they compare from both a risk and growth perspective.
Q: My son is a 22 year old student who would like to start investing his money. He has $2000 to invest within a TFSA and intends to add annually with a long term outlook (he doesn't need the money). Could you please suggest some options that are growth oriented (not averse to risk) and some safer dividend payers, either in Canada or the US?
Q: Hi, Thank you for your timely commentary on the company (and the secondary offering). We bought an initial position (1.75%) today at $49.39 and $50.22. Is it fine to Top up to 3%, right now? Looks like, you like the company. Could you please be kind enough to provide some more details as to its growth trajectory, revenue model (recurring/licensing etc), competition, debt, acquisitions approach and target market etc.. Which are the closet comparable companies in Canada and US? What is insiders/institutions ownership? What will be a possible 5i rating and will you own it in the Growth portfolio today, if had cash? Too many questions, so please deduct credits as you wish. Thanks
Now that the pricing of the shares has been announced, would you take this opportunity to start a position in the name? What percentage of a portfolio would be best suited for DSG?
Q: Regarding the share issue, where is this announced?
I can not find it on the web site, it seems to be a very unfriendly investor move that is not very public. I like the company alot but this is very annoying. I am still not clear about what will happen tomorrow, How many shares will be issued and how much dilution will occur.
Thanks, Peter
Q: Could yo comment on Descartes share offering announcement and why they would go public without pricing the offering before hand. Seems like a counter productive move in view of the current price drop.
Mark
Q: Could I please have your comments and thoughts on Descartes recent acquisition of Core. Is this an average size acquisition for Descartes and unlikely to have much future impact on the share price. Thank You.
Q: Hi Peter and 5i team,
We have 11% cash in our grandsons RESP (age 5) and we want to deploy the money. The listed stocks are currently in his account. What would be a good choice for a new holding or top up a current holding. Thank you for your great advice in the past.
Q: Hi, wrt the recent earnings question on DSG, was your answer for Q4 or full year?
(Brian did not ask for which reporting period, so I will. :))
I ask as your answer seemed out of line wrt their 3Q numbers...ie Earnings per share on a diluted basis of $0.10, up 25% from $0.08 in Q3FY18 and compared to $0.11 in Q2FY19 (from their Q3 release).
You indicated EPS=.32 (that's a huge increase from .10!)
Your reply also differed quite a bit from their stated Q4 and full year earnings release of the prior year.
To clarify, can you please give earnings estimates for both Q4 and full year .