Investment Q&A

Q: Hi, Could you please post the quarterly estimates for Stella Jones and Open Text. Thanks

Q: Just a follow-up to John's question on KXS earlier today regarding the decrease in Professional Services Revenue. I'm under the impression this is a strategic initiative by the company and should in no way be construed as a negative.
Below is the press release from their 2nd quarter earnings release explaining the initiative.
"Second, our strategic partners are increasing their role in deploying new customer implementations, and gaining the related Professional Services revenue as a result. This positive trend has occurred earlier than we anticipated - which in turn has reduced our outlook for professional services revenue growth for 2017. While this has a short-term revenue impact – we are excited by the acceleration of partner contributions to our business. This also creates a stronger mix of subscription revenues in our business model."

Q: I quote from the latest release, "Professional services revenue was $7.4 million in Q3 2017, a decline of 17%". With other metrics rising, how could this be?

Q: Hi there, the new website is looking awesome! Can I please have your thoughts on People's acquisition of Assurances Dalbec? Thank you!

Q: Would you recommend Photon Control for a five year hold in my tfsa.5 Thank you.Bill

Q: Hi 5i team,

Please comment on quarterly results.

Thanks,
Dave

Q: Site looks great guys! Loving the addition of the top gainers per index, etc. Can you give me review of CRH's earnings release this evening?

Q: What is the consensus for Q3 rev. and eps please.

Q: In your reply to Brenda you indicated earnings growth for CLS next year.
RBC shows 2016 $1.40, 2017 $1.23, and 2018 $1.29.
I am wondering what numbers your research shows?
Also, at today's price would you be comfortable buying or would selling a March put be a worthwhile strategy?
Many thanks.
Mike

Q: Hi Peter,
What is your take on crh, earning after the bell.
Thank you.

Q: With oil moving up and big spikes by firms such as Surge SGY and Raging River RRX, would you expect Crius KWH.UN to move with the spike in oil prices?
Thanks
GUY R

Q: Hi Folks,

This stock has been in a downward drift for some time. Any news? Are you still comfortable with it as a long term hold?

Thanks,

Dennis

Q: Hi,
CRH reports today after the close. What are the estimates?
Thank you,
Kerri

Q: Good morning Gents,

Have a little bit of cash ($2,500) hanging around. Looking at FSZ & ABT.

I also have some GUD (down 20%), also wondering if I should add.

Thanks

Q: This was my question and the answer I promptly received yesterday. The answer was spot on but I have full positions in both SIS and GSY. I have sold my KPT today. Do you have a third name that might be suitable to replace it?

Thanks Heaps
Question:
I am trying to break my need to hold on to my losers. I have held KPT for 4 years with nothing to show other than the dividend. I like the dividends but I don't have need of them at this time and I want something with some growth too. Should I give it up? If so any suggestions for a replacement? Thank you

Answer:
KPT really has not created much value, and the stock was higher in 2013 than it is today. For income we would consider it 'so so' and certainly think there are better options out there. We prefer dividend growth, and the dividend has not changed in five years.

We would consider SIS and/or GSY for a nice combination of growth and dividend growth.

Q: Please provide consensus estimates for KXS earnings to be released later today.

Thanks, peter

Q: I am down 33% is there any chance of a recovery? brenda

Q: Hi 5i,
Sorry to belabour the SHOP discussion. An acquaintance of mine in a recent discussion raised some concerns about Shopify that I wanted to run past you for a second opinion. His concerns in a nutshell are:
-excessive stock compensation for insiders
-the quality of the loans being made to start-up businesses
-Shopify’s $1B of cash and marketable securities suggests a form of "management self-dealing"
-operating cash flow turned negative in the latest quarter
In your opinion are these concerns warranted and are they sufficient to justify a negative opinion of the company.
Many thanks.
Michael

Q: Do you think Crius share price sells off as natural gas prices move lower, in the sense that it may be more difficult to sell fixed rate contracts when natural gas prices are depressed. Could this be why Crius shares have moved lower?

Q: Peter and His Wonder Team
I have not given up on CLS either. I have been following the company for some time and waiting for a good entry point. For several reasons its momentum is down and technically it is breaking down. I guess it looks like a falling knife...I notice it's TP has been lowered to $12.50. I know you do not give predictions on price. So I am wondering what your thoughts are about it's direction and momentum. I know investors over react in both directions. Do you think it is looking over sold? Do you think this $12.50 might put in a floor? Better to wait a week or two until the dust settles? Would buying now be classified as a small contrarian play on a value stock?
Thanks for your invaluable expertise!
Dr.Ernest Rivait