Q: XBC $9.56-0.85,P/P $4.47, 2.5% position ENGH $58.72 - 1.93, P/P $64.27 1.5% position Any recent declines on both.Should I add. Thanks for usual great services & views
Q: Is there a Canadian Co. that might benefit from the proposed Infrastructure spending that U.S
President Biden is planning for the U.S.? Would this Co. have to be listed on both the Canadian & U.S. Exchanges? I want a stock that qualifies for the Canadian DTC. I find BIP.UN & BIPC a bit baffling. Last March, BIPC was created & I thought it was supposed to mirror BIP.UN but as of last Friday there was a $20 difference between the price of the two stocks. When I look into BIPC which I would prefer because of the DTC, most of its holdings are in Brazil & the U.K.
Thank you: Jerry
Q: I read REAL Matters financial results and your response to an earlier question. The growth in all areas seemed extraordinary so what is contributing to their EPS misses the past two quarters? The market reaction both times has been to significantly push the share price down?
Real Matters held their cc today. TD in a research note indicates that Real expects T&C to see a Tier 1 lender to be brought on board in the current quarter and for revenues to accrue in the 3rd quarter. While I note that the Company is working on getting a tier 1 lender into T&C, is that your takeaway from the call as well?
Q: Just wanted your thoughts on why it's drifting lower and lower. Does 5i still consider it a growth story? Been very happy with my porfolio these days, but feel sorry a bit for the small portion I attributed to GUD. Thanks!
Q: I bought REAL at 27. Do i sell and move on. Or is there decent recovery potential. The stock still looks to be good value at the current price. Would you consider averaging down to be a good option if position size will not be too large.
Q: I'm looking for a pull back to add to my LSPD position. We've seen some weakening over that past couple of days. What price would you step in.? Should I wait until earnings in February?
Q: The RBC direct investing website values Lightspeed at $47.94. Today, the stock closed at $83.84. Why is there such a discrepancy between RBC and the TSX?
Any insight is much appreciated.
Thanks.
Q: What do you see hapening to engh in the next 3-6 months. I sold it for a good gain in my unregistered account at the recent highs. I bought back in ( in a registered acccount) after the pullback and when I started seeing what I thought was a bottom earlier this month. However the slow decline seems to be continuing...Have I missed something driving the price down? You seem to be favouring other tech names these days which is partially why I sold it. The plan was to buy back in, havest the yield from the special and feb div and hopefully get a small price gain as well in the next few month then swicth to one of your recent more favoured tech stocks ( likely lspd). If you see no strong reason for the recent pullback I will hold ( my feeling) , if you think the decline is cause for concern ( I've missed some news or issue) I woull likely sell and move another name now.
Q: Hello, do you know how long it will take before Kinaxis goes to trial to address the current lawsuit? In the event of a worst case verdict for Kinaxis, could you estimate what would be the impact on the stock? If you had to invest in two cybersecurity companies for the long term (5 years), what would they be? Thank you, Gervais