Investment Q&A

Q: Can you give your thoughts on Topicus earnings release? Rev growth was good but the decreasing free cash flow and CFO, is that normal from a company in their position? Did they beat or miss expectations? Thx

Q: Can I please have your comments, analysis on the TMX group recently announced earnings. Do you see it as a good long term hold? Thank You.

Q: Hello Team,
What are the potential benefits forToi in remaining in the Venture exchange as opposed to migrating to the TSX?
Could you briefly describe their debt picture- by all means delay your answer until after the second Quarter financials.

Q: Hi Team,
Yesterday I read a headline on bnn stating that Apple, Affirm to join to buy now, pay later for Canadian purchases. GSY is partnered with Affirm (the old paybright division). I thought it might be very bullish for business for GSY being partnered with affirm which is now teaming up with the giant Apple. Yet, there was no reaction today for GSY or affirm stock on the partnership today. Can you give your take on this, as to whether this is a potential catalyst for GSY or not? Thanks.

Shane.

Q: Thoughts on the recent quarter? Currently building a position in the name and looking at add at these level.

Q: Hi 5i
I would appreciate your overview of the Topicus (TOI) and Vela Software purchase of CGG GeoSoftware business? Also, given TOI share of the purchase is 60% and Vela 40 is there %a potential roll out from Constellation of Vela to TOI in the future? Thanks

Q: Hi 5iTeam,

Please comment on how Amazon's recent deal with BigCommerce will impact on Shopify's operations.

Cheers,
H

Q: Constellation has had a really good run the last 2 months. And if you go back much longer it has doubled in the last 3 years which is impressive especially for a $40 billion market cap. company.

What are a couple things that could hurt Constellation's continuing price rise?

Q: Any accounting for the rise in price recently?

TIA

Q: Dear 5i
I have the kind of investment problem (if you can call it that) with one of my stocks in my unregistered account . TFII has gained 170% ( thanks to your recommendation ) and represents about 10% within that particular account . Typically you recommend rebalancing a stock once it gets over 10% . I am reluctant to sell any portion of the stock as i`m not keen on paying taxes on the capital gains but at the same time don`t want to feel like i`m gambling somewhat by leaving the full amount in the account of this stock . What would you suggest ??
Thanks
Bill C

Q: I'm reviewing KXS today as it is a part of my portfolio. The feeling I've had in the last year, and stronger after looking today, is that KXS is a moderate revenue grower (up to 20% year over year recently and forecasted), but still valued comparible to high-fliers growing at 50+%. Based on the forecasted revenue growth, is the 20x sales multiple justified? It seems like a solid company and no debt issues, so this is simply a question on valuation. PEG is also very high. What am I missing, given that you know the company better than I, and the market right now is obviously seeing value that I'm not. I'd like to make a decision on this one before the next earnings come out in August.

Q: What would you consider a good entry point to start a position in TOI.CA?

Q: Good day! Looking to add a growth position in Consumer Cyclical with either of DOO or DOL or any other you may suggest. Already own MG and ATZ. Which do you suggest and why. Thank you!

Q: I own Air Canada and Cargo Jet and have done very well on both. With Air Canada expanding its Cargo's operation substantially, I wonder if owning both really makes sense. Do you think that replacing CJT with TFII, operating in a different segment of the logistic industry, would be a good/better move?
thanks for your help!

Q: I am considering GSY as a growth holding to augment my dividend growth heavy portfolio. I keep hearing that valuation matters. Is GSY today at a good entry price for a 3% slot in my portfolio?

Q: GUD seems awfully cheap at $5.05. Would you have any issues averaging down at this price? I see there was some insider buying fairly recently in the 5.25-5.30 range.

Q: I have held BCE for a while now, and have always enjoyed the dividend yield it provides. TIXT seems to be poised for greater growth, but BCE is a steady provider of dividend yield with modest price appreciation. I have been looking at TIXT, and I am wondering if I should make a switch, or stick with BCE. I don’t think I would want to make a larger commitment to telcos, as I would rather keep my capital free for investment in other sectors, so I would feel comfortable with an either/or situation, rather than equal amounts of both. I will appreciate any insight you have to offer. Thanks so much, and I look forward to your response.

Q: Hi, in a followup to Real's earnings question, after you listen in on the con call, what do you feel it is going to take to get this stock to return to its glory days ...or to get investors more interested? Do they simply need to add more lenders, execute better, improve their Title performance division? Better economy?
I have accumulated about a 5-7% position averaging around $15 during the last 2 years..
If they were not so active in buying and cancelling their shares I don't think their numbers would be very good....and maybe that is a telling tale but I generally think that if a company is actively buying and cancelling their shares they know that will come to fruition down the road.
Is there light at the end of the tunnel for these guys? Thoughts?

Cheers....

Q: Would you continue to hold REAL after another miss?

Thanks.

Q: Pls post comments on their CC, and your views going forward for next few years. I'm a patient investor but do have my limits.

Thx