Q: Hello 5i. I am curious as to what your assessment of XBCs valuation is today based on how the year ended and recent guidance? Will the December report be revised in light of new information?
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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: Was this addition to your growth portfolio on Apri1 a April fool joke?
This is a very speculative penny stock being pushed by Reddit.
Maybe you should start a new portfolio for speculative growth companies such as Mrs and other small companies in your growth portfolio such as Xbc etc.
This is a very speculative penny stock being pushed by Reddit.
Maybe you should start a new portfolio for speculative growth companies such as Mrs and other small companies in your growth portfolio such as Xbc etc.
Q: Big decline after latest Q.Has since recovered some with a big day on Apr 1.3% position on pp of $174.Add,hold or sell.Please advise & update on the co. Thanks for u usual great services & views.Happy Easter. Keep safe
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Photon Control Inc. (PHO)
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Air Canada Voting and Variable Voting Shares (AC)
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Kinaxis Inc. (KXS)
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WELL Health Technologies Corp. (WELL)
Q: Good Afternoon and Happy Easter:
I was surprised with your answer to Keith's question (Apr 2) regarding order to dispose stocks. You indicated that after the ETFs, KXS would be the 4th or so stock to sell from the list. This was ahead of AC:CA, WELL:CA and PHO:CA. I thought the recent drop in KXS was primarily due to the general pullback in tech stocks and not the result of any specific company bad news. I also thought that even though the company did well during the lockdown, its business model and market position would also serve it well as the economy recovers, perhaps even better than some of the other stocks listed. Please elaborate on your reasoning especially vis a vis the other 3 named stocks above. Thank you, Ian
I was surprised with your answer to Keith's question (Apr 2) regarding order to dispose stocks. You indicated that after the ETFs, KXS would be the 4th or so stock to sell from the list. This was ahead of AC:CA, WELL:CA and PHO:CA. I thought the recent drop in KXS was primarily due to the general pullback in tech stocks and not the result of any specific company bad news. I also thought that even though the company did well during the lockdown, its business model and market position would also serve it well as the economy recovers, perhaps even better than some of the other stocks listed. Please elaborate on your reasoning especially vis a vis the other 3 named stocks above. Thank you, Ian
Q: Hi guys. I know I’ve harped on this before. When you have a newsletter with thousand of subscribers and you reccomend illiquid stocks it creates frustration with your readers.
For instance with mrs an opening position for me wound be $50000 which is fully half the volume on Thursday. If I put in a market order which I wouldn’t I alone would drive the price up by @approx 20%.
How do readers like me get to participate? Especially on the Venture?
Sheldon
For instance with mrs an opening position for me wound be $50000 which is fully half the volume on Thursday. If I put in a market order which I wouldn’t I alone would drive the price up by @approx 20%.
How do readers like me get to participate? Especially on the Venture?
Sheldon
Q: Recent New High(NH)after NH,& after great Q & guide,reached $111.54,All Time High. My p/p $65.45,now 5.5% position after 67% gain. Is it time to trim or allow to continue to run. Your view please. Thanks for U usual great views & services
Q: 1.5% position,P/P $18.77 down 22.8%. Reports Q2 Apr 28,& worried as missed last 2 Qs resulting in sharp decline.Add,Hold or Sell? Pleas comment.Thanks for u usual great views & services.
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ATS Corporation (ATS)
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iShares Russell 2000 Growth ETF (IWO)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: I'm trying to follow your growth portfolio but i still dont have positions into ATA, DOL, GDI, GOOS, IWO, MCR, MMX, OTEX and TRI.
Among these, what would be your top 3 to add in the current market? And what would you consider an interesting fork price to iniate a position for these 3?
Do you think any of them could prepare a round of financement?
Among these, what would be your top 3 to add in the current market? And what would you consider an interesting fork price to iniate a position for these 3?
Do you think any of them could prepare a round of financement?
Q: Do they actually manufacture their products or are they resellers??
Q: Regarding their year end release. I noticed they have a cash balance of 16.3M which increased in 2020 despite the terrible year. This is almost 1/3 of its market cap in cash. How positive do you view the ability of this company's ability to weather the storm in 2020 and be diligent enough to increase its cash position. Looking for your thoughts as I am getting more inclined to increase my weight slightly as a spec play. thank you.
Q: Goose has been a little soft the past couple of weeks and wondering if you would wait or buy today if adding to a position in this company? THANKS
Q: Hello 51
I currently own Toi , would you recommend adding after the resent price increase ? What weighting do you think it should be in the portfolio ?
Thanks
I currently own Toi , would you recommend adding after the resent price increase ? What weighting do you think it should be in the portfolio ?
Thanks
Q: TD WebBroker assigns a negative $1.93 capital cost of TOI shares from the spinout resulting in a potential capital gain in a cash account greater than the current value of the shares - is this possible?
According to the CSU - CFO the preferred shares, which I believe CSU holds, will be merged with our SVS shares in future at which time the SVS shares will reflect the full value of the business. When will the merger take place? Does this mean our present share value reflects only future growth and could a bump be expected on the merger? Market cap shows as either $3BB or $6BB depending on where you look and does this number therefore reflect the total value with the pfd. shares? Share volume of 40K seems pretty light for an outfit this size, agreed?
According to the CSU - CFO the preferred shares, which I believe CSU holds, will be merged with our SVS shares in future at which time the SVS shares will reflect the full value of the business. When will the merger take place? Does this mean our present share value reflects only future growth and could a bump be expected on the merger? Market cap shows as either $3BB or $6BB depending on where you look and does this number therefore reflect the total value with the pfd. shares? Share volume of 40K seems pretty light for an outfit this size, agreed?
Q: Any details with regards to the reasons for the 9% pop yesterday?
Thanks for your continued guidance.
Dave.
Thanks for your continued guidance.
Dave.
Q: Any updates about the future potential of this company? Will it benefit from the anticipated economic recover?
Thank you/Cheers
Thank you/Cheers
Q: Would you recommend a switch from QST to XBC or vis versa or to keep both?
Thanks for your service
Thanks for your service
Q: Hi Peter and Ryan,
Well continues to drift lower daily. Today it actually ended even (maybe due to the Scotia interview). I see their business mix as both benefiting from the secular tech tailwind and cyclical reopening tailwind.
Today the stock dipped below $7. This is almost 29% lower than the upsized equity offering. Couple questions:
1). How does this effect those large investors that are “holding the bag”? Could the upsizing be at risk?
2) How low can this company continue to drift? At what point if any are you saying this is insane and buy more?
Thank you.
Well continues to drift lower daily. Today it actually ended even (maybe due to the Scotia interview). I see their business mix as both benefiting from the secular tech tailwind and cyclical reopening tailwind.
Today the stock dipped below $7. This is almost 29% lower than the upsized equity offering. Couple questions:
1). How does this effect those large investors that are “holding the bag”? Could the upsizing be at risk?
2) How low can this company continue to drift? At what point if any are you saying this is insane and buy more?
Thank you.
Q: Your thoughts on today's Park Lawn earnings report? You can answer after the conference call if you want. The press release looked pretty good to me, but you're the pro.
OK to add to bring PLC up to a full position? Retired, dividend-income investor.
Thanks...Steve
OK to add to bring PLC up to a full position? Retired, dividend-income investor.
Thanks...Steve
Q: Is it normal for a 3B market cap company to be on the Venture Exchange?
Why would they list it on the Venture to start? Could TOI not be listed on the TSX to start. I just find the move interesting and was interested in your perspective.
Why would they list it on the Venture to start? Could TOI not be listed on the TSX to start. I just find the move interesting and was interested in your perspective.
Q: Any idea when they report 1st q earnings?