Investment Q&A

Q: hi:
Last week, LSPD ( after a notable uptrend ) just experienced a gap down, and a dramatic 20% collapse in share price .
In the Candlestick world, such a pattern predicts that the decline will continue lower from here.
Do you feel there cause for concern ?
Thankyou

Q: I have held Chartwell for several years. I bought it because I thought as a leader in an industry with incredibly favourable demographics, there would be natural built-in growth drivers. I have concluded that the fact that they have not been able to capitalize on this inherent growth bias can only be attributable to the quality of it's management team. If this is not the case, what is the explanation for their under-performance relative to the rest of the market over the past several years? Also, can you see any possible share price catalysts in the near future that may influence my decision to bail or not....thanks...Glenn

Q: Dear 5i
I'm looking to add a higher growth stock in my TFSA and was wondering which of the following will do better in terms of earnings over the next 1-2 years ......CAE , WSP or BYD .
I was also debating between TEAM and NOW for the TFSA as US possibilities . I would appreciate your thoughts .
Thanks
Bill C

Q: Is there a reason why great Canadian does not pay a dividend?

Q: Can you comment on Brian Madden's recent comments about Shopify the last few times he's been on BNN. He likes the company but says their disclosure is a bit manipulative in that it is excluding stock based compensation and that compensation is about 10% of revenue. He feels they are intentionally leaving that out to make their numbers look better while lining their pockets while the company is still not profitable. He's the first i've heard bring this up, thoughts?

Q: Can we have your thoughts on TFII earnings. Overall, did it meet expectations. What do you expect of the stock going forward.

Q: I am not doubting GCs repurchase intentions but I'm curious...many companies issue repurchase intentions. How many actually buy the stated amount or even buy any?

Q: What would have caused the jump in the stock today?
Mike

Q: This was one of Peters top picks. Still like it as of today or move on?

Q: Aside from the obvious demographic appeal of increasing demand for Savaria's products for aging persons with disabilities, it strikes me that as seniors have increasing need for cash flow in later years, they will turn more and more to reverse mortgages. This will lock them in as long as they can live in the financed home. That said, faced with disabilities that might otherwise force them to leave their home, purchasing Savaria's products will be the only solution. Do you agree? Do analysts understand this market force?

Q: Hi Peter!
After the last earning results and the big jump in valuation, is FSV now on the expensive side (forward PE of around 40)? I'm considering trimming my position. Thanks

Q: Hi Team!

When does GC next report and what is expected vs prior quarter ie Q4 2018 vs Q4 2019. Also can you supply the same numbers for fiscal year 2018 vs expected 2019?
From the charts, they have basically been in a downtrend since March 2019 and leveling off around the $40 mark the last 3-6 months. I have read prior Q&A and it seems like they may not get back to an upswing until 2021...also supported by your Company page Financials wrt Fy1 12/19 vs Fy2 12/20 EPS numbers.
Can I interpret from this that this may be dead money until then and perhaps it may be better to invest in a company that offers a better upwards trajectory and revisit this stock at a later time? Or should one look further ahead and accumulate at these low prices anticipating better returns as they finish up some projects?
They do seem to have some pretty impressive financial numbers (ROE) and past growth numbers (from your Companies page). Not sure if these have changed given 2019 performance, or lack thereof.
I have held this stock for about 1.5 years.

Cheers,
Steve (in Ottawa)

Q: Can you please give the percentage of shares shorted on LSPD. Also, was there any downgrades on the stock today after results were out as the loss seems excessive. Thanks

Q: What prices would be support level for Lspd to get back in? Thanks as always.

Q: Hi there,

I need to add to my consumer discretionary and am comparing these two. Given that PII is currently trading at a better valuation and has better product diversification, which you choose it today over BRP (DOO)

Q: If LSPD has beat earnings expectations, do you attribute the share price weakness to the fact they raised their potential share offering up to 1 billion dollars? Is this a dilution fear that's causing the share weakness? If so... is the market wanting LSPD to grow organically as opposed to offering shares for aquisitions and such? Not sure what investors expect here?

Q: Good afternoon,

Could you please comment as to the eps miss( street expecting $.09 loss vs loss of $.18) as well as increasing/refiling of the shelf prospectus from 500mm to 1 billion dollars.
Thank you

Q: Can you please give us your opinion on the recent reporting results from today?
thanks..

Q: Hello,
Would you view today’s decline in LSPD as a buying opportunity? Or would you let the stock settle a bit before stepping in. Your comments on earnings seemed positive today.
Thank you

Q: SHOP announced a change in management personnel yesterday. They have replaced their marketing chief. CEO stated marketing direction wasn't right. Is there anything to make of this? Reason for concern?