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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: Good morning. I'm just listening to the Kinaxis Q3 CC with interest. It sounds/feels that the analysts questions and comments are perhaps more concerned with customer retention, or reduced opportunity for growth, than in previous calls? The positive Q3 financials, and company outlook certainly suggest that growth will not be significantly impacted going forward. Assumes major Covid disruption will be avoided. Assume you are listing to the call, do you get the same sense? THx Steve
Read Answer Asked by Stephen on November 06, 2020
Q: Hi guys your assessment of PKI earnings were ok I thought they we’re good market seemed to agree with me
Am I missing something in my analysis
Kind regards
Stan
Read Answer Asked by Stan on November 05, 2020
Q: Trying to understand the reaction to SHOP's apparently good results. Understand the overall market sentiment is weak. The range of views of analysts are all over the map. Some have buys with high target prices, some have hold with average prices and this afternoon Merrill came out with sell and a low price. Most of these analysts have rating records in the top 10% of all analysts (according to TD). Can you shed some light? How would 5I rate the stock?
Read Answer Asked on November 02, 2020
Q: Have some money in a RRSP to invest and committed to continue investing in Constellation Software.

With the upcoming spin-off, Topicus, should I buy Constellation after the dividend/spinoff, or are we better off buying more of Topicus because it's essentially an earlier and smaller version of Constellation which means it's more likely to grow faster on a percentage basis.

Also are there any concerns with it being primarily in Europe versus Constellation which is much more diversified between geographies?
Read Answer Asked by Eugene on November 02, 2020
Q: I would like to own WELL. My hesitation is what you identify under Key Risks in your report - "inability to compete with larger players such as Telus and Loblaw in the digital health care solutions space ".
I own both Telus and Loblaw and recognize that their exposure to digital health space is a small part of their over-all business at this point while WELL is the pure play growth option.
Having difficulty assessing this and would appreciate your thoughts.
Not asking for specific portfolio advice , but just in broad , general terms -
if one owns these two larger companies , would it be appropriate to put Well in the "like to own " rather than "need to own " category and allocate capital elsewhere .
Thank-you
Read Answer Asked by William on November 02, 2020
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