Q: hi, it may be in a previous answer, if so please, humour me. I am wondering why the forward EPS estimates have come down so much for SHOP? was there a fundamental issue that occurred, did they issue new shares? I thought SHOP was still in big growth mode. also, depending on where you look, research companies investing media etc, they all seem to have different values for the EPS, both trailing and forward? could you provide your numbers for these please. thanks, chris
Q: GSY took a big hit today, was there any material news that would account for it ? I have a full position in it already, but, with the pullback, I am thinking about dollar cost averaging as I have a cost base of $145. Does that seem reasonable based on the company and its performance in the last quarter ?
I have done a lot of due diligence on TSU. I think their miss last quarter is not indicative of a wider issue. Could you please provide your view of headwinds or reasons as to why this name would not work out? Also, at what point would you add to an existing position?
Q: Ross Healey on Market Call this morning was asked a question about WSP . He didn't just dislike it he said " it belongs in the trash bin " and went on to make a case that it was WAY over valued . He was scathing in his criticism ...... I own it and sitting on a 278% profit and because of that rise it has risen to an 8.4% position ..... Which is a tad over my comfort level but not unduly for a blue chip company . But I've got to admit he scared me a bit .... Could you comment on his thesis ? Thanks Garth ....
Q: When I look at the financials of goeasy I see a growing top and bottom line. Cheap valuation but my concern is the negative free cash flow. Can you please help me understand this and how concerning is it. I've been running a DFC model on all my stocks and don't like to see negative numbers
Q: trucking has been down the past while. tfii has fallen with the group. do you see tfii as typical of the sector or an overperformer who will shine again? with the drop the past 10 days, would you add to a position? what do you see for the company
Q: The following was in the Globe today and I quote: "Canaccord Genuity’s Doug Taylor lowered his Well Health Technologies Corp. to $10 from $12 with a “buy” rating, while PI Financial’s Kris Thompson cut his target to $9 from $10.50 with a “buy” rating. The AVERAGE is $10.12."
And yet is sits at $5.10. After a good, solid quarter. I just shake my head and wonder what I am missing?
If it wasn't for 5i I would have all my money in a sock hidden under the mattress.
I am interested in your opinions on both of these companies at current levels. Would you add to these names here? Also, at what price would you find them overwhelming attractive?
Q: Hi,
TIXT is now a lot cheaper than when the 5i report came out. Does it look attractive in a market like this or should one expect more drawdowns before things pick up? I was considering a half position. I would appreciate your thoughts.Thanks.
Q: Oh BOYD! I see you re-rated BYD down a notch and have replied to other questions that you are still believers but that the next year could be rough. With the pandemic forcing a shift to more remote work will that reduce the BYD customer base and their long term upside. More companies are set up for remote work and likely will allow some form of remote work moving forward. So fewer commutes, fewer commuters, less traffic/road rage = fewer accidents? Long term do you still see BYD in the portfolio or could cash be better deployed somewhere else for the long term.
Q: I own OTEX and not DSG or KXS. I follow a blend of the income and balanced portfolio but bought OTEX instead of KXS as I don't like to buy companies that don't have a dividend. Thus why I don't currently own DSG or KXS. My question is should I sell my OTEX and replace it with DSG or KXS. I've owned OTEX for a few years so up about 25% ( excluding the div) even with the current pullback. I can see the change in the growth portfolio but don't see a strong reason to sell it to buy DSG or KXS in a balanced/income view unless you feel strongly otherwise.
Q: EGLX has been dropping since announcing their last results. Do you think this is overdone and would this be a good time to take a position? Thanks John
Q: Hello Peter and team,
What do you think of Galaxy Digital's Financial results? Is Well Health worth taking a full position as they seem to be going in the right direction? Thanks very much.