Q: After market closed today,LSPD stated the following.1)Reports Q4 on May 21 2)Expected Rev to be @ upper end of guidance & Ebitda to exceed guidance 3)$220m cash as @ Mar 31/20 Please comment.Txs for u usual great services & views
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Q: Can you please comment on the recent update from the company .
Is it a buy now
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed POS Inc. Subordinate Voting Shares (LSPD)
Q: My Tech holdings are represented by csu; kxs; otex; shop; lspd. All held in TFSA. Have had good results with all except lspd which is a relatively new purchase and am willing to ride out my position in this company and wait for recovery.
You frequently mention DSG as a top pick in the tech sector and am considering selling otex and adding dsg. I do not want to increase my overall Tech position.
Your opinion?
