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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: Hi Team
I am selling my full holdings in both Gil and NFI to offset the gain with Boyd from January, would you suggest repurchasing both in 30 days or would the funds be better deployed elsewhere at this time, if so could you suggest 2 names, or use the funds to top up existing holdings in the Balanced Equity Portfolio.
Thanks for the great service.
Read Answer Asked by Peter on April 27, 2020
Q: SHOP did an offering at $137US on Feb of 2018.
They also did one at $154US on Dec of 2018 which is 9 months later.
8 months later they also did an offering at $317.50 SEPT of 2019.
Add another 8 months and we get to May of 2020.

Do you think this is a perfect chance for them to do another offering at these high prices? Are we due to have one?
Thanks
Read Answer Asked by Herm on April 27, 2020
Q: I am wondering how to assess SHOP going forward based on its recent runup. If the increase is due, in large part due to perceived success during COVID, the next quarterly earnings report will only partly reflect their success/failure for this period. Are you then looking for the guidance they give, the quarterly results they post or will you be continuing to value the company based more on what you know about them from having followed them for some time? I guess my question is valid for all companies during the next 6 months but this one has run up so much, I am wondering if I am being unduly cautious as to how much I continue to hold.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 27, 2020
Q: I have held Kinaxis for a few years and it has always been fairly steady with growth. For the last few months it has really moved up. From your previous comments you indicate it has been adding new contracts with existing customers to explain this. My question is how could this cycle be disrupted. I feel comfortable not trimming on a stock like this.
What are your thoughts
Thank You, Peter
Read Answer Asked by Peter on April 24, 2020
Q: I just read your report on PBH and wondering what does China have to do with supplying pork to PBH? (ref. Growth Plans section of the report). I always thought China was a net importer of pork and am shocked if Canada /PBH is buying Chinese pork. Please explain the China connection to PBH operations and its impact on PBH earnings & growth.
Read Answer Asked by EDWARD on April 24, 2020
Q: Morning:
I own equal weightings of these equities in my TFSA. I have some cash to invest, which one of these would you buy more of at their current market valuations? Looking for capital appreciation over the next 8 to 10 years. Thanks!
Read Answer Asked by Greg on April 23, 2020
Q: Hi Peter and Staff

I realize P/E doesn’t seem to matter in growth tech companies - However I cant help but wonder how CSU and SHOP stock up in terms of P/E and Cash Flow from earnings per share both on a trailing 12 months basis and a future 12 months basis

I can’t help but wonder how SHOP can be same market cap as TD bank in terms of distributable cash flow per share regardless of whether they actually chose to do it

Also will your answer take into account the many stock options that employees have and must be surely to exercise

Thanks for all you do
Dennis
Read Answer Asked by Dennis on April 23, 2020
Q: Hi,
SHOP has been a great performer for my portfolio. I reduced my position by approximately 40% yesterday. (April 21), thinking that the stock looked “topped out”. To my surprise it continued its uptrend today. I like to term this stock a “monster”. It’s unbelievable they way it’s moving up. Is this move sustainable and do you think we could see $1000 in the near future ? Also what is really driving this stock.... could you share your thoughts ?

Thank you and be safe .
Read Answer Asked by ilie on April 23, 2020
Q: It is a core holding in my portfolio. It's not behaving well lately. Does it have a disproportionate representation of risk assets of today like real estate or hotels to cause such a significant downturn? What is causing the drop?
Read Answer Asked by Ford on April 23, 2020
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