Q: Been watching with concern the money laundering issue bite into GC's perceived prospects and wondered if TSGI was affected in any way by the issue, or does TSGI business methodology preclude this difficulty? Thanks
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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: AFN has just been part of your income portfolio and already has lost almost 10% of its value.
What went wrong with your analytics?
What went wrong with your analytics?
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Knight Therapeutics Inc. (GUD $6.45)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
Q: Gentlemen what about swapping GUD for LSPD?
Your thoughts?
Thanks Bob
Your thoughts?
Thanks Bob
Q: Given its recent momentum in spite of current geopolitical risks, do you think this would be a good time to get back into MTY?? Also, would you consider it to be fairly defensive stock? Thanks
Q: Hi, Thank you for your timely commentary on the company (and the secondary offering). We bought an initial position (1.75%) today at $49.39 and $50.22. Is it fine to Top up to 3%, right now? Looks like, you like the company. Could you please be kind enough to provide some more details as to its growth trajectory, revenue model (recurring/licensing etc), competition, debt, acquisitions approach and target market etc.. Which are the closet comparable companies in Canada and US? What is insiders/institutions ownership? What will be a possible 5i rating and will you own it in the Growth portfolio today, if had cash? Too many questions, so please deduct credits as you wish. Thanks
Q: comments on the quarter please?
Q: Comments on recent earnings? Is there a future here? I think I am in year 7 of a 5-year hold!
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: I enjoyed your report on lightspeed. I’m currently a square shareholder and was curious what advantages you feel lightspeed has that square doesn’t.
Thanks!
Thanks!
Q: Sorry, but another follow up on Great Canadian. If the earnings outlook for the next 2 years is essentially flat, what's the incentive to continue holding the stock in the short-term (say 1-2 years)? Is it the hope that continued share buybacks from good cash flow generation will increase earnings per share beyond what's currently in the analyst estimates? Is it the hope that they can improve operations, expand or acquire new businesses and improve earnings per share beyond what is currently estimated? Are there other things that still have you excited about the stock? Is it worthy of a 5% position in a 20-stock portfolio?
Q: Can you tell me what the expected growth rate is for BAD for the next year?
Q: Hi there,
Now that the pricing of the shares has been announced, would you take this opportunity to start a position in the name? What percentage of a portfolio would be best suited for DSG?
Thanks!
Now that the pricing of the shares has been announced, would you take this opportunity to start a position in the name? What percentage of a portfolio would be best suited for DSG?
Thanks!
Q: Good morning:
Getting hammered on this one, down 26 percent, should I continue to hold for the long haul.
Thx
Mark
Getting hammered on this one, down 26 percent, should I continue to hold for the long haul.
Thx
Mark
Q: Regarding the share issue, where is this announced?
I can not find it on the web site, it seems to be a very unfriendly investor move that is not very public. I like the company alot but this is very annoying. I am still not clear about what will happen tomorrow, How many shares will be issued and how much dilution will occur.
Thanks, Peter
I can not find it on the web site, it seems to be a very unfriendly investor move that is not very public. I like the company alot but this is very annoying. I am still not clear about what will happen tomorrow, How many shares will be issued and how much dilution will occur.
Thanks, Peter
Q: Is there a price attached to Descartes share offering?
Q: Could yo comment on Descartes share offering announcement and why they would go public without pricing the offering before hand. Seems like a counter productive move in view of the current price drop.
Mark
Mark
Q: Descartes has dropped about 10% in 5 days, I thought the last quarter was good. Is there something that is not obvious going on? thanks, Peter
Q: I was surprised to hear that their earning estimates have been cut in half as per a previous question. Is that accurate? What is the reason for that? Is it not concerning?
Q: Morningstar Equity Analyst Report dated today (analyst Joe Gemino) rates Enbridge as a buy. Do you agree? It appears to be a comprehensive report and makes good sense both as a "Bear and a Bull". As an impartial organization, could I have your opinion of this report please.
Thanks
Thanks
Q: Any specific reason for Enbridge's decline today?
Thanks.
John
Thanks.
John
Q: Hello,
Has anything changed on the fundamentals since your last report on Magna? It is looking really attractive price wise..I am looking to initiate a full position. Your thoughts and advice much appreciated. Thanks. Shyam
Has anything changed on the fundamentals since your last report on Magna? It is looking really attractive price wise..I am looking to initiate a full position. Your thoughts and advice much appreciated. Thanks. Shyam