Q: As a follow up to your reply on a member's question, it is worth noting that Royal Bank recently set up a credit facility with the company. Up until now they had relied on more expensive mezzanine financing.That upgrade in financing is usually a good sign that business is improving. The company year end numbers will be out by month end.
Knowing that SHOP is expensive on a PE basis, what is it's Price to Sales ratio? How does that compare to the other FANG stocks? (Facebook, Amazon, Nextflix and Google). Do you consider it reasonably price on that metric?
Q: Savaria peaked in October and has been going down since then. With today's loss it's reached the -10% mark where I usually think about selling stocks (I was stung by nortel and JDS uniphase during the dot com days and vowed not to ever again follow a stock down too far). I know this stock is a favorite of yours so could you tell me what might reverse this steady downward momentum?
Q: I own these three, but am very disappointed in cpg. I was thinking of selling it and topping up the other two. Do you think cpg will recover? Your opinion please.
With the recent misstep by McDonald's in allowing nuts in their restaurants and no longer claiming nut free space, do you think this may have a positive impact on A&W which is nut free? Could the impact be significant in store sales? McDonald's seems to be receiving a lot of backlash from this.
Q: Hi, DH Corp is down over 4% today with heavy volume but I don't see any news. Is this just simply profit taking from the lucky people who bought it a few months ago.
Q: Is there some news in DHs strategic review which would account for the lathe drop yesterday and today? Is it worth holding any longer and if you had to sell Dh or Xtc which would you let go first and why?
Thank you.
Maggie
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Q: Just a quick comment and suggestion on Tucows. I've held on to Tucows since last year to see how well their U.S. wireless carrier product Ting would contribute to growth. Something I didn't expect as a growth kicker is that their higher valuation gives them more leverage to consolidate other domain service providers into their core business. TC is up 15% this morning as they're buying a competitor. Might be worth taking a look again to add to a growth portfolio and would be great if you could do a report on them!
Just interested on your opinion of McCoy Global. They were a portfolio company a while back, and it would seem to me that they will have tremendous torque once O&G spending comes back around. Am I missing something?
Q: Can you please prioritize which of these is the better buy for a long time speculative hold. ( NXE, NMX and LAC ) Appreciate your feedback. Thanks in advance
Q: Thanks for your Shopify reply. As a follow-up, no business relationship is secure forever but I was surprised you mentioned the risk with their Amazon relationship/partnership. Would they not have a contract for an extended period to justify Shopify's investment in time and resources at the expense of other opportunities and who else would be a potential partner that would be in a position to replace Shopify?
Thank you.
Q: Milestone received $120,,000 a unit for their apartments from Starwood.Mrg.un has 13215 similar units in the U.S..Are they valued at this level presently?
Thank
Bob rose
Q: If trump is to spent 1 trillion to rebuild U.S. infrastructure; what two US and Canadian stocks/etfs would benefit the most? Are the buys at today's price?