Q: I have never had much luck with share consolidations. What are your views on sangoma calling a shareholders meeting to do a share consolidation.
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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.
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Kinaxis Inc. (KXS $136.55)
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Cargojet Inc. Common and Variable Voting Shares (CJT $82.97)
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Topicus.com Inc. (TOI $96.54)
Q: Good afternoon, I have a 33% equal split of KXS,CJT and BAM, within a TFSA. I had a good run twice with KXS over the past couple of years, and suspect it may be topping out shortly. Would you consider a switch to TOI to be a sound move. This is a growth portfolio.
Thanks for your always sound advice, Steve.
Thanks for your always sound advice, Steve.
Q: Does the Affirm/Amazon arrangement have any implications for GSY. I wonder if you could explain in a bit more detail the current relationship between GSY and Affirm, and add some colour to what the future might hold for these relationships.
Q: ATA has had a huge run. Given its cyclical would you still consider it a buy at today’s price
Q: Do you anticipate a divvy raise again this year in Sept. or will the company forgo a divvy raise with the large acquisition to digest? Every year in Sept there is a raise in the divvy even during the pandemic. What is the current payout ratio? Thx
Q: Kinaxsis, {KXS], is partnering with Exelixus to advance supply chain planning for its cancer drug portfolio. Is this a financially positive union for KXS? Great information & help with my investing decisions. Thanks
Dave
Dave
Q: When do you expect well to be profitable.
Q: Hello Peter and 5i,
Have you been able to peg an entry price for XBC? It bounced off $2.76. Is shipping and delivery the biggest risk to becoming profitable in the next 1-2 years as systems are manufactured in China? If so is it your belief that the next quarter may be severely impacted and we should wait?
Cheers,
Debbie and Jerry
Have you been able to peg an entry price for XBC? It bounced off $2.76. Is shipping and delivery the biggest risk to becoming profitable in the next 1-2 years as systems are manufactured in China? If so is it your belief that the next quarter may be severely impacted and we should wait?
Cheers,
Debbie and Jerry
Q: Just wondering if Brookfield still has a lot of room to grow?
Q: Bought these when you first put them into the Growth Portfolio. Was wondering if you still feel that they have potential. What do you think is needed to get them going in a positive direction? What do their financials look like?
Thanks for your invaluable wisdom and knowledge.
John
Thanks for your invaluable wisdom and knowledge.
John
Q: Hello, I am up 1000% in DSG and have clearly held it for a long time. I believe in holding my winners, while watching portfolio weightings...It was blind luck rather than skill. Question, how is DSG going forward...any other lucky names especially in the tech sector . I am woefully incompetent here.
Q: It’s seems odd to me Topicus is listed in Vancouver.Do you see it moving to the Toronto exchange?
Q: What is the latest information on the forward P/E for REAL? It would seem with the price drop REAL must be cheap by now. Let's assume REAL is successful with the onboarding of the tier one client, which they are being quite careful about, and growth continues. Isn't there an opportunity here for new buyers of REAL?
Q: Between DSG and KXS, which stock would you side with and why?
Thank you,
Thank you,
Q: Good Morning,
I would like your opinion on when GSY might be considered an addition to the Balanced portfolio? Is it a matter of sector weighting that would preclude its inclusion? It seems to be a perfect stock for the folio. Growth and a growing dividend.
Sorry for putting the team on the spot!
It’s horrible having made so many prescient selections that subscribers are reduced to questions like this one. Lol
I would like your opinion on when GSY might be considered an addition to the Balanced portfolio? Is it a matter of sector weighting that would preclude its inclusion? It seems to be a perfect stock for the folio. Growth and a growing dividend.
Sorry for putting the team on the spot!
It’s horrible having made so many prescient selections that subscribers are reduced to questions like this one. Lol
Q: GUD's Statement of Cash Flows for the 3 months ended June 30, 2021 shows a 'Purchase of intangible assets' of $217 million, but I could not find an explanation for this significant investment in the MD&A. I would appreciate your comments on this item. Thank you. Edward
Q: I am confused about the 'paired' nature of this stock as it relates to BAM.A. This seems to suggest that if you own BAM.A there is no point in buying or owning BAMR as they are essentially the same stock. Why even list it, then? It doesn't matter how well the company does or doesn't do as its' share price will remain equivalent to BAM.A. Or is this a temporary thing?
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Sun Life Financial Inc. (SLF $85.95)
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Brookfield Renewable Partners L.P. (BEP.UN $43.81)
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WSP Global Inc. (WSP $219.31)
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goeasy Ltd. (GSY $35.54)
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Topicus.com Inc. (TOI $96.54)
Q: Could you recommend 5 Canadian companies that show good growth in appreciation as well as dividend with a buy and hold strategy. Could you please rank them in value and risk.
Thank you.
Thank you.
Q: What metric(s) would you be looking at to determine if ENB's dividend is in danger? Can you please explain.
Q: Any chance that Real Matters is a buyout target for Constellation Software? Mark Leonard did say he is going after other "markets". Or maybe Real Matters cannot even past their internal hurdle rates.