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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: So it seems that all stock sites show the incorrect market cap for Topicus because none of them include the 129.8M diluted shares yet. Yahoo finance shows the market cap being just under 5B, but I believe its closer to 11B euros. Which would mean that TOI trades at approx 15x to 16x Sales. Looking at CSU historically it never traded above 8X sales. Are my rough calculations accurate and if so TOI is trading at a heavy premium above where CSU ever traded yet they still have a lot to prove, where CSU has proven itself. Thoughts?
Read Answer Asked by Adam on November 23, 2021
Q: Assuming (I know, bad thing to do) ENGH is sold, what Canadian company would you replace it with? Small but growing divy, excellent management, etc.
Thanks for your always expert advice!! Ron
Read Answer Asked by Ronald on November 23, 2021
Q: Hello,
Enghouse is exploring options to sell. What is a reasonable price a buyer would be willing to pay given the company's state: balance sheet, market presence, etc .. Buying a company based on a potential takeover is tricky but do you think it is a good price today regardless of a takeover? Much appreciated. Thanks for the advice on the various stocks over the years.
Read Answer Asked by umedali on November 23, 2021
Q: Further to Josette's question about stepping in to PKI, i was about to step in after latest earnings, that were good, but then they announced 2 aquisitions that will be financed partly with newly issued equity. I have not seen in the announcement the value of these aquisitions, and i question why management would keep this info from investors.
Since i expect the price to go down with equity issuing, i am waiting to buy. Does this make sense?
Read Answer Asked by Daniel on November 22, 2021
Q: 1) One of the reasons I bought LSPD was due to a large ownership position by the Caisse De Depot Et Placement Du Quebec. If they dump their position then I will as well. Have they sold during the past six months, including during the recent share price decline?

2) I'm OK with a valuation reset as part of a long term fundamental growth trajectory. The stock is now broken. In your opinion, is the company's business and future prospects broken as well?

Thanks.
Read Answer Asked by Joel on November 20, 2021
Q: both Boyd and GDI operate in fragmented industries and follow a growth by acquisition business plan both trade near 12 month lows. both have been upgraded re their latest reports what would be a good entry point for each company and which do you favour for capital appreciation for the next 3 years. thanks Richard
Read Answer Asked by richard on November 19, 2021
Q: These stocks have been on my radar for some time and they, except GSY and DSG, have dropped significantly. What price levels should I start accumulating them and in what sequence? Thank you.
Read Answer Asked by Dev on November 19, 2021
Q: I am not sure how much growth SHOP has in its future. If it can grow to $3000 a share and there are not many companies that have a share price that high then it would equate to a 50% share price growth.
If one was to sell SHOP are there other companies that have a higher growth percentage potential. Appreciate your thoughts and suggestions.

Wayne
Read Answer Asked by Wayne on November 18, 2021