Investment Q&A

Q: Which company/companies would make a good takeover by Shopify? In other words, if you had to name a few potential takeover targets for Shopify $2B, who would you list?

Q: SHOP: can you provide an update after conference call -- any surprises?

Q: In response to Dave and his question regarding The Stars Group you used a phrase that you have sometimes used before; i.e. "The relentless selling may indicate something more". Perhaps you could elaborate. On the face of it you seem to suggest some investors have information not generally available to the rest of us and I'm not sure that's what you meant.
Thanks
Mike

Q: What is the estimated Rev & Eps of the above 3 companies. More important,what is 5I's opinions.Thanks for u usual great services & views

Q: Do you have the next reporting date for COVALON?

Q: Hi 5i,

There have been a lot of questions on TSGI and you have been defending the company. The share price (short-ish term) has not agreed.

What would you need to see happen before we'd say "something isn't right here and it's time to move on."

Thanks!
Dave

Q: Please comment on the quarter.

Thanks!

Q: This company didn’t participate in the recent market bounce, usually not a good sign. Approaching recent lows. Is the market ancipating a weak quarter? When do they report next? Thank-you.

Q: Peter; With all the terrible blizzards across the continent wouldn’t this pump up Boyd’s earnings nicely? Rod

Q: Yahoo shows 14 analysts est. for 2019 earnings as;
LOW-$1.90 HI-$3.27 AVG-$2.48
This seems very strange for such a big Co. & a decline for 2019?
Pls. adv. what your sources show for 2019.
Thanks

Q: When does Great Canadian Gaming report it's next earnings? Would you initiate a position before or after the next earnings report? I can say the GC Element Casinos in BC are always packed, with line ups for loyalty cards, the buffet, and free gifts.

Q: Any insight with management at SYZ? I can not find any reason behind the precipice drop over the last few days. I totally got it wrong and bought recently only to watch it fall off a cliff. I am out now too wild a ride for me. I am questioning whether your small caps are worth holding in these markets, no one gets them all right but this is getting painful.
Still listening but wondering if some of your response should take what seems to be a terrible space for cdn small caps into consideration and few more get out while can responses would be in order. lol ..sort of...rant is over.
Bob

Q: Why is it that you have not filed portfolio updates as of the end of January?

Q: Insider buying a good sign ?

Q: Hi there, I just saw this segment on BNN. Does this pose any risks for a company like GC?

https://www.bnnbloomberg.ca/video/biggest-money-laundering-investigation-taking-place-in-b-c~1607517

Thanks!

Q: thoughts on growth and future am I buying at the top here|??with its huge size can this power on with less concern of it doing an alta gas? crash and burn

Q: When does Shop announce its earnings?
Thnx

Q: And now quite possibly the casinos in BC may have had some government help in the laundering of dollars. Your previous opinion was that such news should not affect GC ..do you still stand by that position? Thanks for all you do ...

Q: I've been looking at COV for a couple of months and should have pulled the trigger at $4. Obviously hindsight is 20/20.
Is today a good entry point or should I wait ?
Thanks

Q: As much as I enjoy your service, there are times when I find your answers provide insufficient depth. I can understand that when you are asked about obscure companies that most of us have never heard of, but I do expect more, perhaps incorrectly, when the question pertains to companies in your portfolios. Case in point on Feb 6 a question asked what you would recommend , GSY or ECN. Your answer without any support was GSY with no rationale for your choice
On Feb 5, ECN held an information session that provided guidance for 2019.
Management are looking at EPS of 23-25 cents . up from about 11 cents in 2018.
Key sub components are looking quite strong:

Kessler's projections imply earnings growth of close to 40% and revenue growth of around 60%.
Triad is guiding for adjusted operating income to grow around 17%
SFC guidance is for adjusted operating income to grow around 25% in 2019. Originations guidance is expected to be up around 36%. Management believes that the business can grow about 20% annually going forward.
Without getting into them there are other numbers that I have not mentioned that also look quite strong..
The company has been in a transitional phase the last couple of years and there will be some potential losses as ECN sells some of its legacy assets. All in all, it would appear that guidance was extremely positive.
So given this outlook what is it about GSY that makes it a better choice?