Q: Hi folks, opinion on acquisition by Sangoma, of Netfortris Corp for US$80M...looks like deal already closed...think U mentioned previously that Sangoma needed an acquisition to become a major player in US SaaS...is this it??...and viewing all the metrics going forward..did they get a good deal??...thanks as always..jb Piedmont, QC
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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: thoughts on quarter
Q: I know the drop in gross profits this quarter was an unwelcome surprise - down 20% after earnings release. Management calls it atypical issuesThe question is, do you think this is a bump in the road or is it a chronic issue in the business plan. They seem to have huge back log, they map out very bright future revenues... what are red flags here? Is this a buying opportunity?
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Xebec Adsorption Inc. (XBC)
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WELL Health Technologies Corp. (WELL)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Topicus.com Inc. (TOI)
Q: I tend to hold either 3% or 5% positions in companies I own. If you were to own the above companies, which ones would you be inclined to own at a 3% level and which ones at a 5% level? If you would not be inclined to hold one or more of these companies at all, please indicate.
Thanks for a great service and have a well deserved weekend break. ram
Thanks for a great service and have a well deserved weekend break. ram
Q: syz is now at year low. 5i says this is a good growth stock. can you explain why you feel this way and why it continues to drop. at what point is it a buy? I'm tempted to buy but have thoughts this could become another wilan or knight, lots of potential only on paper.
Q: Do you know what the cost basis of the spin out of TOI from CSU last year . Thanks
Q: SIS dropped 0.63 the day after Q results.Then the following day (3/25) it was up $1.05 to $17.92.The G & M reported as follows.NA sees significant long term upside with exceptional backlog,a$23.50 target price & a outperform rating. Desjardins says it is too cheap to ignore with a $25.50 TP & Buy. Any other news to prompt the big increase,& u comments.Txs for u usual great services & views.
Q: Could you comment on MAL's quarter versus expectations, conference call, and what you think their prospects for the next two years are ? Thanks Garth
Q: Savaria has been heading downwards for the last six months, correcting by roughly 25% from its peak in September 2021. It represents 2% of my portfolio as I am writing. I have read the initial commentary on SIS posted to the message board, and I understand that your group may still be digesting the content of the recent investor's call from earlier today.
I would like to hear your thoughts on whether it is more prudent to wait for management to right the ship, so to speak, or if better opportunities lie elsewhere. If I were to sell Savaria, which opportunities within the healthcare space would you deem worthy of investment? Thanks so much, and I look forward to your response.
I would like to hear your thoughts on whether it is more prudent to wait for management to right the ship, so to speak, or if better opportunities lie elsewhere. If I were to sell Savaria, which opportunities within the healthcare space would you deem worthy of investment? Thanks so much, and I look forward to your response.
Q: Any reasons you might know for the big drop of TFII Today?
Thks
Marcel
Thks
Marcel
Q: Hi 5i team,
A few days you answered a free cash flow question with one of your favorites being Savaria. After listening to their CC do you still belive in the long term outlook of this company? Short term issues, not in management's control provide good buying opportunities, similar to other great manufacturers like Magna.
Thx
A few days you answered a free cash flow question with one of your favorites being Savaria. After listening to their CC do you still belive in the long term outlook of this company? Short term issues, not in management's control provide good buying opportunities, similar to other great manufacturers like Magna.
Thx
Q: Any further information from the conference call to account for the miss on eps?
Thx
Thx
Q: Please comment on Doo's results & going forward. Txs for u usual great services & views
Q: With the Japan deal is this a good company to buy into , I think its high was around $60.00 do you think it can come back.
Jim.
Jim.
Q: I purchased TFI INTERNATIONAL and ATS AUTOMATION TOOLING in October 2021.
My returns until today are as follows:
TFI INTERNATIONAL is down 4%
ATS AUTOMATION TOOLING is down 14%
Each of the above holdings are only 3% of my Portfolio and therefore I am able to add. Right now, more than 20% of my Portfolio is in cash.
Which of the above would you recommend that I add to based on today's price, and your reasons.
My returns until today are as follows:
TFI INTERNATIONAL is down 4%
ATS AUTOMATION TOOLING is down 14%
Each of the above holdings are only 3% of my Portfolio and therefore I am able to add. Right now, more than 20% of my Portfolio is in cash.
Which of the above would you recommend that I add to based on today's price, and your reasons.
Q: The recent bullish move then subsequent pullback indicates that the price action is due to short covering.
Do you see another reason for the move?
Sheldon
Do you see another reason for the move?
Sheldon
Q: What is your take on the quarterly results?
Q: Would you start a position in GSY-T today?
Q: Would you know if anything negative was said during the conference call to account for the stocks poor performance after a great report?
Thanks
Thanks
Q: Further to my March 18 question: redeploying my 100% cash position. Using the BE portfolio as an example and assuming 6 equal monthly investments. Would you buy partials across the board, or go with full positions in 3-4 companies each month. If the latter, which order would you suggest.
Thanks Peter.
Thanks Peter.