Q: Can you please comment on the recent update from the company .
Is it a buy now
Is it a buy now
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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: Further to Chris M.'s note on insider buying at NFI, it should be noted that Mr, Gray also purchased $35 million of NFI stock in August 2019.
Paul F.
Paul F.
Q: After market closed today,LSPD stated the following.1)Reports Q4 on May 21 2)Expected Rev to be @ upper end of guidance & Ebitda to exceed guidance 3)$220m cash as @ Mar 31/20 Please comment.Txs for u usual great services & views
Q: Based on the following from G&M today, and my horizon of 5+ years, can I have your opinion on continuing to hold:
"NFI Group Inc. (NFI-T)
On March 25, Adam Gray, who sits on the board of directors, invested over $10-million in shares of this company. He acquired 1-million shares at a price per share of $10.85 for an account in which he has control or direction over (Coliseum Capital Management LLC), raising this account’s holdings to 3,206,246 shares.
On March 25, director and the company’s former president and chief executive officer John Marinucci invested over $105,000 in shares of NFI. He bought 10,000 shares at a cost per share of $10.51, lifting this account’s position to 145,500 shares."
Thx
Chris M
"NFI Group Inc. (NFI-T)
On March 25, Adam Gray, who sits on the board of directors, invested over $10-million in shares of this company. He acquired 1-million shares at a price per share of $10.85 for an account in which he has control or direction over (Coliseum Capital Management LLC), raising this account’s holdings to 3,206,246 shares.
On March 25, director and the company’s former president and chief executive officer John Marinucci invested over $105,000 in shares of NFI. He bought 10,000 shares at a cost per share of $10.51, lifting this account’s position to 145,500 shares."
Thx
Chris M
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WSP Global Inc. (WSP)
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Boyd Group Services Inc. (BYD)
Q: please list your 5 favourite Canadian moat stocks with strong balance sheets list your preferences in order of one to five thanks Richard
Q: Hello,
What are your thoughts on a comapny like GDI at a time like this? On an up market day like today the stock had no movement (which may be a good thing as it may not be correlated to the market). Do you think they could have liquidity issues? I am starting to buy this slowly. DO let me know your thoughts. Thanks.
Regards,
Shyam
What are your thoughts on a comapny like GDI at a time like this? On an up market day like today the stock had no movement (which may be a good thing as it may not be correlated to the market). Do you think they could have liquidity issues? I am starting to buy this slowly. DO let me know your thoughts. Thanks.
Regards,
Shyam
Q: I currently own WSP in a RRSP account and wonder what you think the portfolio weight should be with what happening in the market? Do you feel that 5% is okay or should be at a lower weight?
Thanks
Thanks
Q: Gud closed @ $6.88 up .04 on 2.3m shares(av.333k).A block of 1.876m shares @ $6.92 @ 10.19am ET. 1)Who did the above transaction? 2) Any news? Thanks for u usual great services & views.
Q: LSPD closed @ $16.64 down.19 on 2m shares(av.633k) The high was $20.12 at the open.Any news?Thanks for u usual great advices & services.
Q: Hello 5i Team !
I received today a Management Information Circular of the TSGI and Flutter Entertainment PLC all-share combination and Notice of the special meeting. My worry is if I keep my shares in TSGI, I will receive 0.2253 of a Flutter share for each Common Share I hold at the time of completion of the deal. If I want to sell my new Flutter Entertainment shares in the future, which trade on the London Stock exchange, it would cost 125 $ and up to sell these 135 shares. Should I sell my TSGI shares before the closure of the deal and buy a similar company such a Great Canadian Gaming (GC-T) or which ever company you might recommend ?
Stay safe and thank you for your sound advise.
Elaine
I received today a Management Information Circular of the TSGI and Flutter Entertainment PLC all-share combination and Notice of the special meeting. My worry is if I keep my shares in TSGI, I will receive 0.2253 of a Flutter share for each Common Share I hold at the time of completion of the deal. If I want to sell my new Flutter Entertainment shares in the future, which trade on the London Stock exchange, it would cost 125 $ and up to sell these 135 shares. Should I sell my TSGI shares before the closure of the deal and buy a similar company such a Great Canadian Gaming (GC-T) or which ever company you might recommend ?
Stay safe and thank you for your sound advise.
Elaine
Q: What do you think of today’s press release regarding further share dilation? Do you think they might have a big acquisition up their sleeve? They had 23 M in cash at Jan 20 and now they are doubling their cash balance. It’s frustrating to see stock issued at such a low price considering a little over a month ago the stock was $10.
The company appears to be consistent with their dilution. Is this someone that we should consider with regards to selling?
Any thoughts or how you view this as someone who has been in the business a while would be great. Thank you.
The company appears to be consistent with their dilution. Is this someone that we should consider with regards to selling?
Any thoughts or how you view this as someone who has been in the business a while would be great. Thank you.
Q: Further to Clayton's excellent question on LSPD, I would to point out their web page with "COVID-19 resources for restaurants & retailers". It is quite impressive. https://www.lightspeedhq.com/covid-19/
Q: What does the latest news release mean for PKI?
Q: I’m so thankful to be able to call on your expertise, perhaps you can give me some guidance. Your service lead me to purchase several thousand shares of Boyd at a price in the teens for which I am great full. With the deemed sale at $202, and sizeable taxable cap gains. Would it be to my advantage to sell shares now at around $137 a share, take the loss, raise some cash for my war chest and repurchase Boyd when I feel comfortable with the economy? You may tell this is a question for my accountant but I would be interested in you take.
Q: I starting purchasing LSPD last August and I have continued up until late last week. My average price is close to $32.
The question that I have to myself is: Do I double down or hold - I am not interested in selling. I had a full position 30 days ago but it has been reduced by more than 50% this past 30 days.
After rereading your answers, looking at LSPD website and news feeds. I gathered and summarized the information below.
Money in bank - lots - greater than $300 million - NO Debt!
15 years of cash at current spending rate.
Large institutions bought at $37.30.
IPO $16.00
Last quarter financial information.
Revenue was a slight beat at $32.8 million.
Met ebdita projections with a loss of $5.25 million.
Book valve is $2.35.
Growth was above 60% yoy to plus $32 million.
Recurring revenue was growing at 58%.
Institutional investors have 49% of the float, with Caisse owning 37%.
They have business in more than 100 countries.
There will be less restaurants in future, maybe 20% less.
The restaurants that are remaining will be financially stronger and have less competition. They will seek out SaaS that can reduce operating expenses while increasing revenues.
Lightspeed has good management.
It is a long term hold for me - 2 to 5 years - maybe forever.
Lightspeed has less than 0.1% of market, I like growth companies.
Lightspeed retailers grew over six times faster than industry average.
Products by Lightspeed: Retail, eCommerce, OnSite, Restaurant, Delivery and Loyalty. Also Lightspeed Payments. Rolled out #lightspeedlocal
They recently bought: Gastofix (Germany), Kounta (Asia Pacific), IKentoo (Swiss) and Chronogolf (Montreal),
A few competitors through a google search, of which I don’t know whom will survive due to many reason ( like lack of money): Shopkeep, Revels, Toast POS, Touch Bistro, Sapaad, Cake, Springboard, Square, Vend, Upserve, Lavu, Clover, AccuPOS, Harbourtouch, POSguys, Touchsuite, ) these are some of the top 20.
Strengths: the bank account; they don’t have to worry about paying operating expenses for many years due to its financial strength; significantly more room to grow; Quebec pension company support and Quebec government support; their source of revenue is across the world; good management; the good management will quickly use its financial strength for growth; growth into other areas that have weak or low market share systems.
Weaknesses: their competitors may have deeper pockets and will grow more quickly dwarfing LSPD and the other competitors; no sales people; how much of their current POS businesses will not be in business in 90 days; others?
That being stated I plan on doubling down in the next 4 weeks by buying when stock in under $13.
Am I missing anything?
Clayton
The question that I have to myself is: Do I double down or hold - I am not interested in selling. I had a full position 30 days ago but it has been reduced by more than 50% this past 30 days.
After rereading your answers, looking at LSPD website and news feeds. I gathered and summarized the information below.
Money in bank - lots - greater than $300 million - NO Debt!
15 years of cash at current spending rate.
Large institutions bought at $37.30.
IPO $16.00
Last quarter financial information.
Revenue was a slight beat at $32.8 million.
Met ebdita projections with a loss of $5.25 million.
Book valve is $2.35.
Growth was above 60% yoy to plus $32 million.
Recurring revenue was growing at 58%.
Institutional investors have 49% of the float, with Caisse owning 37%.
They have business in more than 100 countries.
There will be less restaurants in future, maybe 20% less.
The restaurants that are remaining will be financially stronger and have less competition. They will seek out SaaS that can reduce operating expenses while increasing revenues.
Lightspeed has good management.
It is a long term hold for me - 2 to 5 years - maybe forever.
Lightspeed has less than 0.1% of market, I like growth companies.
Lightspeed retailers grew over six times faster than industry average.
Products by Lightspeed: Retail, eCommerce, OnSite, Restaurant, Delivery and Loyalty. Also Lightspeed Payments. Rolled out #lightspeedlocal
They recently bought: Gastofix (Germany), Kounta (Asia Pacific), IKentoo (Swiss) and Chronogolf (Montreal),
A few competitors through a google search, of which I don’t know whom will survive due to many reason ( like lack of money): Shopkeep, Revels, Toast POS, Touch Bistro, Sapaad, Cake, Springboard, Square, Vend, Upserve, Lavu, Clover, AccuPOS, Harbourtouch, POSguys, Touchsuite, ) these are some of the top 20.
Strengths: the bank account; they don’t have to worry about paying operating expenses for many years due to its financial strength; significantly more room to grow; Quebec pension company support and Quebec government support; their source of revenue is across the world; good management; the good management will quickly use its financial strength for growth; growth into other areas that have weak or low market share systems.
Weaknesses: their competitors may have deeper pockets and will grow more quickly dwarfing LSPD and the other competitors; no sales people; how much of their current POS businesses will not be in business in 90 days; others?
That being stated I plan on doubling down in the next 4 weeks by buying when stock in under $13.
Am I missing anything?
Clayton
Q: Any concerns on the departing CEO Andrew Clark selling >$4 million worth of shares in the last few days when the share price has taken such a hit? Especially since he stated in the press release containing his departure news that he 'looks forward to participating in its continued success as a shareholder'. Was there a rule that he needed to maintain 'x' amount of $ in the company via common shares and now he is allowed to sell to reduce his position? Any comments you have would be great.
Thanks
Thanks
Q: Hi.
My average cost on LSPD Is a little over the IPO price of $16. I thought my average cost was a good deal until i saw multiple moves lower than $16. It is really worth averaging down or do I just sit “put” with what I have?
Thanks
My average cost on LSPD Is a little over the IPO price of $16. I thought my average cost was a good deal until i saw multiple moves lower than $16. It is really worth averaging down or do I just sit “put” with what I have?
Thanks
Q: Hi 5iR Team, I know that LSPD is a software development company, that has developed an ecommerce platform so clients can manage inventory, sales, customer needs, etc.. My question is: who exactly are their customers, in particular their largest customers? My concern is if restaurants form a significant part of their customer base then perhaps I should be avoiding LSPD, no matter how much money they are sitting on??
Thanks Team. Cheers, Chris
Thanks Team. Cheers, Chris
Q: You mentioned in your report that clients are mostly retailers and restaurants. Is it mainly for very small businesses? If so, is it not much harder to scale since growth and $ per client is somewhat limited.
Is their product for online stores as well or only retail locations?
How do you like management? Since it has voting control I was hoping to see a bigger stake in the company.
I understand it s higher risk. Do you see the stock as a good/great pick for TFSA long term (5 years +)?
Thank you for your comments. I am just tying to add some tech exposure with stong growth to my portfolio.
Is their product for online stores as well or only retail locations?
How do you like management? Since it has voting control I was hoping to see a bigger stake in the company.
I understand it s higher risk. Do you see the stock as a good/great pick for TFSA long term (5 years +)?
Thank you for your comments. I am just tying to add some tech exposure with stong growth to my portfolio.
Q: Hi all,
With much of the world in lock down. Is lightspeed generating any free cash flow / revenue during this crisis? Or are they burning through there cash with minimal revenue? Any insight would be helpful.
Thanks,
Kerri
With much of the world in lock down. Is lightspeed generating any free cash flow / revenue during this crisis? Or are they burning through there cash with minimal revenue? Any insight would be helpful.
Thanks,
Kerri