Q: just wondering what is happening to KBL today. Looks like their contract in Edmonton was renewed - but the stock action seems to be over the top. What am i missing here?
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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: What are your thoughts on REAL earnings announced this morning (Wednesday). Looks good and a beat. Should this get the stock moving?
Q: Hi Team,
Please give us your thoughts on the quarter.
Thanks!
Please give us your thoughts on the quarter.
Thanks!
Q: Hi 5i team,
Was looking at the Kinaxis Company Profile page on your web site in anticipation of KXS upcoming earnings report on May 5.
There is a huge divergence in the Q1, Q2, FY1 and FY2 wrt the 90/60 vs the 30, 7 and Current consensus EPS estimates.
Can you please explain the reason for the divergence? Was this simply due to their lowered guidance after their last Q release?
It seems like this is setting up for some major disappointment ahead wrt EPS changes.
Is this already reflected in the current stock price?
What is Kinaxis track record for meeting/beating guidance?
I assume the stock is a hold until on or after May 5 and perhaps buy into any weakness in anticipation of some new meaningful contracts in 2021?
Cheers,
Steve
Was looking at the Kinaxis Company Profile page on your web site in anticipation of KXS upcoming earnings report on May 5.
There is a huge divergence in the Q1, Q2, FY1 and FY2 wrt the 90/60 vs the 30, 7 and Current consensus EPS estimates.
Can you please explain the reason for the divergence? Was this simply due to their lowered guidance after their last Q release?
It seems like this is setting up for some major disappointment ahead wrt EPS changes.
Is this already reflected in the current stock price?
What is Kinaxis track record for meeting/beating guidance?
I assume the stock is a hold until on or after May 5 and perhaps buy into any weakness in anticipation of some new meaningful contracts in 2021?
Cheers,
Steve
Q: Kindly give us your take on the just released TFII Q1 results and forward prospects. Thank you very much.
Q: What are tomorrow’s estimates for SHOP and REAL? Thanks
Q: Good morning,
With the recent pullback in WELL, do you believe now is a good time to take a position? Alternatively, I have been considering BYD. Of the two, which would you recommend today?
Thank You
With the recent pullback in WELL, do you believe now is a good time to take a position? Alternatively, I have been considering BYD. Of the two, which would you recommend today?
Thank You
Q: Last week DND held a Virtual Investor Day which I missed. Were there any highlights concerning the company's plans going forward or was it mostly housekeeping material?
Thanks
Dave
Thanks
Dave
Q: My question is on MRS which was just included in your portfolio.
When and more importantly, how often does MRS report quarterly earnings?
I am looking at a few sites and I do not see them reporting every quarter!
Am I right and why is this?
Thanks
When and more importantly, how often does MRS report quarterly earnings?
I am looking at a few sites and I do not see them reporting every quarter!
Am I right and why is this?
Thanks
Q: Hi Team,
Could you comment on SHOP? it hasn't gone anywhere since last July.... Is this about market sentiment? no more momentum? Should I get out???
Thanks!
Could you comment on SHOP? it hasn't gone anywhere since last July.... Is this about market sentiment? no more momentum? Should I get out???
Thanks!
Q: Interesting that Well Health has shot up 8% this morning. Was there any news? Could there be a potential short squeeze occurring?
Q: Do you see BYD as fully valued or would KXS have more room to grow?
Thank you. Excellent site!
Thank you. Excellent site!
Q: Great article on Csu and its founder Leonard by Andrew Willis, Apr26 Globe and Mail Report on Business
Q: Hello,
Interested in your answer earlier this morning that you believe WELL at $5.75 is attractive and what you based that value on? This concerning to me as many questions have been asked of your team top picks as to where to deploy new money over the past months and WELL was more often than not included in the answer. At these points WELL was trading between $7-$9 range. So fundamentally, what has changed?
Interested in your answer earlier this morning that you believe WELL at $5.75 is attractive and what you based that value on? This concerning to me as many questions have been asked of your team top picks as to where to deploy new money over the past months and WELL was more often than not included in the answer. At these points WELL was trading between $7-$9 range. So fundamentally, what has changed?
Q: Do you believe Magna is a buy at today's price?
Q: Thanks for your great services. Earlier during Covid, I put in an order for well at $4.20, but only 10% of the order was filled. I've watched my tiny position do well over the last 6 months - wishing I had a larger position, LOL. I guess it's anyone's guess how low the stock could go - perhaps you can comment on that. Can you recommend an entry price for a bargain hunter?
Q: Gentlemen, is REAL a value play or value trap?
My understanding is that the pandemic reduced the requirement for in person real estate appraisals, hurting REAL despite the uptick in real estate activity. Going forward I can see things reverting back to normal for appraisals. Any interest rate increases will certainly hurt mortgage renewals. Analysts however seem to think the growth story is largely intact.
Thanks for everything you do.
My understanding is that the pandemic reduced the requirement for in person real estate appraisals, hurting REAL despite the uptick in real estate activity. Going forward I can see things reverting back to normal for appraisals. Any interest rate increases will certainly hurt mortgage renewals. Analysts however seem to think the growth story is largely intact.
Thanks for everything you do.
Q: Hello,
In a follow up to my prior question. Can you please give your specific take with respect to the specific issues outlined in the short report. I am aware that it may require some research so please feel free to take your time in response to this question.
- divesture of Silicon Valley buyer
- data breaches
- CRH key customer renewal not looking good
- the outbidding of itself for key assets like source 44
- circle’s shareholders cashing out.
In a follow up to my prior question. Can you please give your specific take with respect to the specific issues outlined in the short report. I am aware that it may require some research so please feel free to take your time in response to this question.
- divesture of Silicon Valley buyer
- data breaches
- CRH key customer renewal not looking good
- the outbidding of itself for key assets like source 44
- circle’s shareholders cashing out.
Q: Is it too late to start a position in these 2 stocks? Txs for u usual great services & views
Q: a lot of discussions today on why WELL is so bad, yet today TD upgraded stock price from $10 to $10.50 ... is this simply showing symbolic support based on their DD, or am I reading to much into this upgrade