Q: In the end of quarter conference call, the CEO referred to some exposure to Crypto as one of several economic factors which impact their business. He offered it had some impact but did not disclose details and none of the analysts asked for specifics. I am inclined to believe that Crypto has something to do with the new lows in the stock. Many macro uncertainties in Europe especially and exposure to a rising US$ are also important potential negatives. What do you think about the Crypto impact? I am inclined to think there is too much uncertainty to buy in - even given the stock is at an all time low. What do you think?
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Sylogist Ltd. (SYZ)
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Enghouse Systems Limited (ENGH)
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Open Text Corporation (OTEX)
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The Trade Desk Inc. (TTD)
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Converge Technology Solutions Corp. (CTS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hi Peter and Staff
For new money with desire for 3 small positions amongst the above companies please pick your 3 picks for long term holds based on current entry price and future prospects.
Thanks for all you do
Dennis
Q: Can you please comment on the price movement of TIXT. Seems rather harsh, underlying fundamentals and financial strength of the company looks very appealing at this price. Thoughts? Is this a screaming buy if one has patience?
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