Investment Q&A

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

Q: I would have thought the market would liked quarter results. Any reason why it's flat? Did anything material come out of the conference call?

Q: What would be your preference between holding on to REAL or adding to GSY?

Thanks.

Q: With Magna being down do to vne acqusition would now be a good time to switch from nfi

Q: Hi team,

Please comment on the quarter.

Thanks!

Q: Comments on the quarter?

Q: What do you think about the $10B prospectus filing? Which company do you think most likely they would acquire?

Q: i believe that lightspeed is coming out with their quarter report on August 4, do you expect lightspeed to meet their target with their report on August 4. Thanks again guy's for the advises you are great.

Q: What is the street expecting? If answered after earnings is released, please comment. Thanks

Q: any estimates for topicus next week? Thx

Q: what does the market expect next week thx