Q: Do you have any insight on why pho hasn’t recovered along with the semi companies they supply?
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Investment Q&A
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Q: Trust me I am not complaining, but what is behind KXS’s amazing run lately?
Q: PBH: a lot of debt. and a high P.R. and hurt Wuhan virus effect. Always thought this company was too expensive based EPS and high P.E.; but, it kept going up. I was thinking of adding a half position until they report in mid May - results should be bad, I would think? With their already high P.R. is the dividend sustainable?
Q: SHOP did an offering at $137US on Feb of 2018.
They also did one at $154US on Dec of 2018 which is 9 months later.
8 months later they also did an offering at $317.50 SEPT of 2019.
Add another 8 months and we get to May of 2020.
Do you think this is a perfect chance for them to do another offering at these high prices? Are we due to have one?
Thanks
They also did one at $154US on Dec of 2018 which is 9 months later.
8 months later they also did an offering at $317.50 SEPT of 2019.
Add another 8 months and we get to May of 2020.
Do you think this is a perfect chance for them to do another offering at these high prices? Are we due to have one?
Thanks
Q: Im intrigued by Kinaxis and have been looking at it as a way to increase my Canadian tech exposure. How were you able to get confortable with Kinaxis' very high valuation? How would you recommend initiating a position given the recent run in its share price?
Q: I am wondering how to assess SHOP going forward based on its recent runup. If the increase is due, in large part due to perceived success during COVID, the next quarterly earnings report will only partly reflect their success/failure for this period. Are you then looking for the guidance they give, the quarterly results they post or will you be continuing to value the company based more on what you know about them from having followed them for some time? I guess my question is valid for all companies during the next 6 months but this one has run up so much, I am wondering if I am being unduly cautious as to how much I continue to hold.
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Please comment on earnings. Thanks
Q: Hi, i have been patiently waiting for Kinaxis to retreat somewhat, but it keeps hitting new highs every day. My time frame is roughly five years, should i bite the bullet and go ahead and buy, and give up waiting for a pullback, thanks?
Q: TFI just reported it's latest quarter. Could I get your comments please and how would you rate it, still at a B+ ? Thinking of averaging in to a small position over the next 3 months, thoughts on this plan?.....but always open a better suggestion. Primary objective is dividend growth with some capital appreciation. Thanks Ron
Q: How healthy is the comp. and is the div. safe ?
Q: On Apr 24,GUD closed @ $7.79 down 0.12 on abnormally high 3.7m shs(vs 398m av,)It dropped from $8.05 to $7.65 on 95.6k shs(sell) @3.50pm,then recovered at the close on 2.153m shs(buy). Any news?Your view on GUD going forward.Txs for u usual great services & views
Q: I think that this crisis might have an impact on supply chains, accelerating the globalization pendulum swinging in the opposite direction. I'm assuming KXS could benefit from more supply chains moving back to domestic markets like the USA - do you agree?
Q: Current thoughts on the company? Security of dividend? (payout ration seems high) If you see a cut, how much would they cut it?
Do you view it as a BUY?
Do you view it as a BUY?
Q: I have held Kinaxis for a few years and it has always been fairly steady with growth. For the last few months it has really moved up. From your previous comments you indicate it has been adding new contracts with existing customers to explain this. My question is how could this cycle be disrupted. I feel comfortable not trimming on a stock like this.
What are your thoughts
Thank You, Peter
What are your thoughts
Thank You, Peter
Q: Hello Peter and Staff
Can you please provide quarterly sales for the last 4 quarters and anticipated sales to be reported next?
Thanks for all you do
Dennis
Can you please provide quarterly sales for the last 4 quarters and anticipated sales to be reported next?
Thanks for all you do
Dennis
Q: I am looking at Enghouse as a possible investment. While I believe it to be a good company, I am wondering if 5i thinks it is a good investment at current price level? or do you think a lower entry price (10-20%) is a very real possibility before we get through the effects of Covid 19 ?
Q: I just read your report on PBH and wondering what does China have to do with supplying pork to PBH? (ref. Growth Plans section of the report). I always thought China was a net importer of pork and am shocked if Canada /PBH is buying Chinese pork. Please explain the China connection to PBH operations and its impact on PBH earnings & growth.
Q: Hi,
SHOP has been a great performer for my portfolio. I reduced my position by approximately 40% yesterday. (April 21), thinking that the stock looked “topped out”. To my surprise it continued its uptrend today. I like to term this stock a “monster”. It’s unbelievable they way it’s moving up. Is this move sustainable and do you think we could see $1000 in the near future ? Also what is really driving this stock.... could you share your thoughts ?
Thank you and be safe .
SHOP has been a great performer for my portfolio. I reduced my position by approximately 40% yesterday. (April 21), thinking that the stock looked “topped out”. To my surprise it continued its uptrend today. I like to term this stock a “monster”. It’s unbelievable they way it’s moving up. Is this move sustainable and do you think we could see $1000 in the near future ? Also what is really driving this stock.... could you share your thoughts ?
Thank you and be safe .
Q: Been a long time holder, getting hard to hold while all my other Tech stocks are doing very well, looking for a reason to not bail?
Q: Hi- CSU or ENGH to start a position today for 5+ year hold