Investment Q&A

Q: Hi,
CJT has been strong lately. Given the huge idle capacities in other airline companies, to what extent they can/will compete in cargo business? thanks!
Martin

Q: Is this stock still a buy? I am looking for growth and not sure if it will continue as it has been..
John

Q: Looking for some good growth prospects over the next 5+ years. Don't mind taking on something higher on the risk scale. I am evaluating some stocks that seem to be quality companies that have fallen dramatically. Would you please rank DOO, GOOS, CAE, LSPD as to how much upside you see from the current stock price for a long term hold.

Q: What is your position on Kinaxsis going forward, perhaps for the next twelve months ?

Q: Looking to invest my CRA return in two of the above companies. I am well diversified, growth oriented and looking at a 3 to 5 year timeframe. Please rank the named companies with any appropriate comments.
Much appreciated as usual. ram

Q: Hi 5i,
I currently have shares in LSPD and RESN and looking to add two more tech oriented names, and can be either US or CAN$. Do you have two growth companies you could suggest to start new positions at current share prices, with the intention for a 5 year min hold?
Thank you
Terry

Q: Can I please get your thoughts on CloudMD Software & Services Inc. (DOC). How does it compare to Well Health Technology (WELL) in your opinion?

Thanks

Q: Leaning to sticking with PHO because 1st qtr. of .06 started with backlog on Dec. 31/19 of $20 mill. then ended 1st qtr. with backlog of $30 mill.
Providing Covid plays out reasonably, do you think it's OK to expect 2020 earnings to come in at .15 to .20 ? There could even be pent up demand after Covid.

Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.

1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?

2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?

3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?

Please subtract credits as you find appropriate. Thanks!

Q: APHA dropped sharply this morning with the following announcement. Does it look like a concern to you? Thank you!

* APHRIA STRENGTHENS BALANCE SHEET WITH NEGOTIATED DEBT REDUCTION

* APHRIA INC - ENTERED INTO PRIVATELY NEGOTIATED AGREEMENTS TO REPURCHASE AN AGGREGATE OF APPROXIMATELY $127.5 MILLION OF NOTES

* APHRIA INC - TO REPURCHASE NOTES FOR APPROXIMATELY 18.7 MILLION OF COMMON SHARES AND APPROXIMATELY $2.9 MILLION IN CASH

* APHRIA INC - PURPOSE OF TRANSACTION WAS TO REDUCE COMPANY'S DEBT AND ELIMINATE $6.7 MILLION IN ANNUAL CASH INTEREST COSTS

Q: Can I have your view on results just issued.
Thanks
John

Q: PROSPECTS OF RECOVERY SEEMS FAIR TO SAY SINCE THE STOCK HAS COME A LONG WAY DOWN SINCE THE STOCK IS HIGHLY CONNECTED TO THE RETAIL BUSINESS, DO YOU STILL SEE A GOOD PROSPECT

Q: Can you give me your opinion on TTD earnings and outlook, that is, if you follow it closely enough to do so. Thank-you.

Q: I have enough cash to start a new position and am trying to decide between TFI and QSR. Which would you chose and a couple of reasons why? Thanks Ron

Q: I kept my TSGI shares as I think the company has good prospects. I tried to update my Watchlist by entering LSE - FLTR and was told it did not exist. After some experimenting I was told it is now Flutter Entertainment Plc OTC:US under the symbol PDYPY. If this is so, how would I calculate what my 1000 shares are worth? Many thanks

Q: Hi folks,could U comment on Q1 results for Mty/t, period ended Feb 28/2020, so no big impact from Covid 19. Expect next 2 Q's to be affected by virus. Are there any debt/finance concerns on survival? going forward. Would U recommend as Buy,Hold,Sell at low $20's, and do you like it, or Recipe recp/t better, if one were to buy 1 for spec investment. Thanks as always, jb Piedmont QC

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: Hi, I know you don't follow this company but can you provide your thoughts on how expensive its, growth outlook, debt level and general thoughts you might have on if it is attractive?
Thank you

Q: Your thoughts on KXS earnings. Top line beat but earnings were less than expected. Which one wins out and how should this affect valuation?

Q: Hello
Could you comment on SRU.UN earnings and Paypal earnings?
Thank you.

Stephane