Q: Hi team,
Please provide your opinion on Shopify Q4
Thanks!
Please provide your opinion on Shopify Q4
Thanks!
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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: In light of TFII's recent acquisitions, would you expect an equity offering to help fund the deals?
Thanks.
John
Thanks.
John
Q: I am thinking of adding to my holdings of CSU. It has done very well for me so far. Is this still a good level to buy at?
Thanks,
Doug
Thanks,
Doug
Q: Hello Peter,
I was expecting Xebec to surge somewhat after moving to tsx. The recent news on the company is positive (hydrogen strategy in UK), and i dont see any negative news. Any idea why the stock is not moving much or are investors taking profits and moving elsewhere?
I was expecting Xebec to surge somewhat after moving to tsx. The recent news on the company is positive (hydrogen strategy in UK), and i dont see any negative news. Any idea why the stock is not moving much or are investors taking profits and moving elsewhere?
Q: Hi, I'm looking for a solid growth company to invest in with the environmental theme. There are recent questions on this that have been helpful but valuations are shifting fast. Could you suggest some options that look good today, taking into account current prices?
For example, I was reading your helpful report on Xebec from December, and note the pencilled-in 5-year return is nearly achieved already (presumably due to ongoing ESG mania): "Using multiples of 3.5x sales and 28x EBITDA (still much lower than current multiples), we see room for potential upside of 50%+ over a five-year period. Certainly there are risks to owning shares in the short-term, but we see plenty of upside potential for long-term investors. "
For example, I was reading your helpful report on Xebec from December, and note the pencilled-in 5-year return is nearly achieved already (presumably due to ongoing ESG mania): "Using multiples of 3.5x sales and 28x EBITDA (still much lower than current multiples), we see room for potential upside of 50%+ over a five-year period. Certainly there are risks to owning shares in the short-term, but we see plenty of upside potential for long-term investors. "
Q: What's your view on Peller's earnings? I've been holding a long-term small core position and am thinking of doubling it based on what I thought was a decent looking quarter. The main issue seems to be one's faith in a post-pandemic hospitality industry resurgence. Would you buy in? Or is there a key metric I'm missing?
Q: CSU reported on Friday and beat on revenue but missed on earnings. Could you please comment on the results and your opinion as to how the market will react on Tues. Also how do you think the stock will perform over the next one to two Quarters. Thank you for all your help. Ian
Q: Please comment on earnings and view going forwards. Thanks
Q: hello 5i:
I understand you look favorably upon LNF, looking back at questions asked and the weighting in the Income portfolio. But, looking at Operating Cash Flows: I see $2.51 for 2019, estimates of 3.93 for 2020 and a deceleration to $1.96 for 2021. That is a big drop, and should mean that the stock is currently, at best fairly valued and at worst, going to see a large reduction. Can you comment please, as I am interested in adding the company.
thanks
Paul L
I understand you look favorably upon LNF, looking back at questions asked and the weighting in the Income portfolio. But, looking at Operating Cash Flows: I see $2.51 for 2019, estimates of 3.93 for 2020 and a deceleration to $1.96 for 2021. That is a big drop, and should mean that the stock is currently, at best fairly valued and at worst, going to see a large reduction. Can you comment please, as I am interested in adding the company.
thanks
Paul L
Q: Dr Rao,CCO since 3/17, is leaving the co immediately & will be replaced in due course. What is happening & its impact? Thanks for u usual great services & views.
Q: Hi, Please comment on the President's Letter released today, informing of company's change of policy on future dividend payments and large VMS/Non VMS acquisitions. Thanks
Q: Hi 5i
What is your opinion on the Letter to Shareholders just issued today.
Time to be concerned on Constellation’s future?
Thanks
What is your opinion on the Letter to Shareholders just issued today.
Time to be concerned on Constellation’s future?
Thanks
Q: Hi, Did you have a chance to listen to the 1st ever CC hosted by new Management of Sylogist on Wednesday ? If so, any comments.
Also, did you like the results ? Thanks
Also, did you like the results ? Thanks
Q: thoughts on the quarter please?
Q: Thoughts on the quarter please?
Q: KXS seems to be losing its momentum. It had been good for quite a while but now I am wondering if I should sell it and buy a more compelling company?
Thank you, Peter
Thank you, Peter
Q: Bombardier in the news today. The stock is up 10% since your last report. Any thoughts on recent events with respect to DOO?
Q: Hi gang,
I'm a little puzzled by the markets and analysts reaction to the CRH takeover. Is there something I'm missing?
Also if you can provide your quick analysis of how this impacts WELL going forward.
Thx
I'm a little puzzled by the markets and analysts reaction to the CRH takeover. Is there something I'm missing?
Also if you can provide your quick analysis of how this impacts WELL going forward.
Thx
Q: What does the market expect from CSU tomorrow? Thx
Q: Will the current shortage of chips around the globe affect Photon's business? If so in what way? Would you recommend buy, sell or hold in Photon today? Thanks.