Q: Gentlemen
Any reason other than market weakness that's causing the recent weakness?
Any reason other than market weakness that's causing the recent weakness?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: After results/changes in mgmt. and a bit of time to dig in what is 5is conclusion forward looking on the company?
Thanks
Sheldon
Thanks
Sheldon
Q: Please comment on the following possible risks to owning GSY:
1) Balance Sheet - 5i’s January report indicates it is strong, but Debt/Equity (as of Sept/21) is almost 160% (considering Long Debt only). My understanding is a ratio of 25% or less is good.
2) Interest Rates - Rising rates are generally good for Financials like Banks/Insurers since they hold lots of cash. I don’t think GSY holds deposits, so does that mean rising rates are bad for it?
3) Loan Defaults - Related to rising rates, wouldn’t GSY’s client base be quite vulnerable here?
1) Balance Sheet - 5i’s January report indicates it is strong, but Debt/Equity (as of Sept/21) is almost 160% (considering Long Debt only). My understanding is a ratio of 25% or less is good.
2) Interest Rates - Rising rates are generally good for Financials like Banks/Insurers since they hold lots of cash. I don’t think GSY holds deposits, so does that mean rising rates are bad for it?
3) Loan Defaults - Related to rising rates, wouldn’t GSY’s client base be quite vulnerable here?
Q: Everyone,
when will LSPD show positive EBITDA? I keep seeing / hearing it is an important factor to the company but I can’t find an actual date or year.
Clayton
when will LSPD show positive EBITDA? I keep seeing / hearing it is an important factor to the company but I can’t find an actual date or year.
Clayton
Q: As a subprime lender, would GSY crumble in the event of a recession?
Q: thoughts on the quarter?
Thx
Thx
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WSP Global Inc. (WSP $279.34)
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Descartes Systems Group Inc. (The) (DSG $133.62)
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TFI International Inc. (TFII $121.18)
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Premium Brands Holdings Corporation (PBH $95.79)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Boyd Group Services Inc. (BYD $219.07)
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Topicus.com Inc. (TOI $140.00)
Q: I'm looking to start a position in 2 or 3 of these companies. It would be in a TFSA. I already have 12 stock positions from your Balanced Equity portfolio in RRSP accounts.
Q: This is a difficult question to answer but was wondering if there is a stock or two in your coverage universe that you think has been unfairly beaten down over past year or so...and perhaps may have turned the corner and is soon (or already is) seeing a change in direction that you think might be sustainable.
Q: How did JP do on his first earrings call? He is an extremely intelligent and capable leader. Also in relation to Dax, many are assuming he was forced out. Dax is a great leader and great leaders know when it’s time to pass the torch. Time will tell of course but I would not through in the towel on Lightspeed.
Q: Hi Peter and Staff
PKI has been disappointing. What do you think of Topaz as a long term investment versus Parkland ?
Thanks for all you do
Dennis
PKI has been disappointing. What do you think of Topaz as a long term investment versus Parkland ?
Thanks for all you do
Dennis
Q: The stock was performing well but fallen to $31.21. Is the stock likely to recover or is it a sell now? What's the reason for the drastic decline?
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BCE Inc. (BCE $33.46)
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Exchange Income Corporation (EIF $75.83)
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Evertz Technologies Limited (ET $12.35)
Q: Hi Team,
What do you think about ET, BCE, EIF? I already own a position in EIF and BCE and was thinking to add more or start a position in ET. This would be an acquisition in my non-registeted account and for a 10-15 time frame. I am primarily a dividend investor, but do look for some growth potential.
Thank you for your diligence and the service you provide!
Terri
What do you think about ET, BCE, EIF? I already own a position in EIF and BCE and was thinking to add more or start a position in ET. This would be an acquisition in my non-registeted account and for a 10-15 time frame. I am primarily a dividend investor, but do look for some growth potential.
Thank you for your diligence and the service you provide!
Terri
Q: have non deductible losses in formerly favoured stocks eglx well and xbc and replace with AT. . seeking capital growth in next 24 months. would you endorse this strategy and if so which companies would you sell and why. thanks Richard
Q: CSU: Down ~ -10% @ 9:30AM this morning; now -6% @ 9:35 AM. Shocking for this stock! Any news, or just following the Tech meltdown du jour?
Thank you.
Thank you.
Q: Has there been any insider buying of this stock during the huge price fall ?
Q: In response to your answer about the earnings report, it seems that 5i is perturbed that the board had chosen to make a change at the top. Is this more a reaction to being caught off guard, or that Mr DaSilva’s removal from the CEO position indicates internecine warfare amongst the board?
Q: Hi Team,
I remember LSPD going to $12 in March 2020 and how surprised you were.
Today, when you state that you will be "reviewing everything", it makes me worry. You mention the report will be updated as soon as possible but that could take days.
Would you be able to provide insight to your members (sell/hold/buy more) sooner that waiting for a report?
Thanks
I remember LSPD going to $12 in March 2020 and how surprised you were.
Today, when you state that you will be "reviewing everything", it makes me worry. You mention the report will be updated as soon as possible but that could take days.
Would you be able to provide insight to your members (sell/hold/buy more) sooner that waiting for a report?
Thanks
Q: May I please have your view on STC? The stock doesn't seem to recover some of the losses from technology recovers for the past week and half. I hold the stocks(-30%) would you view it as hold or sell?
Thank you,
Thank you,
Q: Down 20%, loosing patience, too soon to pull this weed?
Q: Earnings and big announcement from lspd. What does this mean for the future? Is this still a good growth company to own? What lies ahead? Has your rating changed?