If you had to pick either Kinaxis (KXS) or Shopify (SHOP) for a long term hold, which would you select, why and what weighting would you give it in a portfolio?
Q: To paraphrase David Driscoll - don't trust adjusted earnings. Anything other than GAAP earnings is hocus pocus.
SHOP posted an adjusted loss of $1.1 million or 1 cent per share. "The...net loss widened to $14 million or 15 cents a share up from $8.4 million in the same period a year ago, but investors focus on the company's adjusted numbers." GAM Aug.2
Comments? Also what is the source of the adjustments?
Q: Any particular reason of recent weakness in the shares. I would like to increase to tech sector by adding this name. It is one of the holding of XIT:T.
Thanks
Q: What a great quarter and what a great reaction in stock price. Up 22 % or $ 8.27. What a day and Christmas is Coming. Outlook by company is great going forward. Shares will go higher don't you think ? RAK
Q: Hello Folks:
I have owned Parkland Fuel for a number of years and aware of it's deteriorating numbers. How do you view this company?
Thanks again
brian
Q: Hello, whats going on with GSY. I thought the quarter looked good but the shares are down. I have a small profit from holing this for a while, thinking about selling cause i dont understand the behaviour of the stock relative to the financial performance of the company. Why does GSY get no respect
Q: HI 5iResearch, Kinaxis postponed their Investor Conference call to August 8, 2017 to report 2nd quarter earnings to June 30, 2017. Do you know what the 2nd quarter earnings were, and would the valuation today provide a good opportunity to purchase this stock for 3-5 year hold? What do you think of long term prospects vs competitors and ease of access into supply chain management?
Q: From the growth portfolio do you see any upside on the horizon for these 4 names, I have a large amount of small stock holdings that are under .05% of my portfolio value hence trying to sell some off and pick just 4 names to clean things up, I will still maintain a well diversified portfolio even after clearing out the low percentage stocks.
Are there 4 others names you would suggest if not the above.
Q: I noticed that Magna is losing ground today. Is there any reason for this? I wanted to buy some magna, but would it be wise to buy it at this time or wait for Nafta negotiations?
Thank you
Q: Could you please suggest 4 names to be held in a TFSA, willing to take a medium to high risk, I would not want any names from the balanced equity portfolio.
Q: Hi guys, I'm looking to deploy new cash and add 2-3 stocks to a starter portfolio that is split between RRSP and TFSA, long term hold. Current port holds, SHOP,KXS,PBH,TOY,NFI,GUD,CCL.B, and (CRH down 45%). I'm Looking for balanced growth and for the stocks to be in one of 5i portfolio's. Ty!
Q: Good day 5i team, I am thinking of starting a position in North West Co. Have been waiting for a dip for entry but may just get on with it and fill my consumer non cyclical space. Question: I don't see it in the income or balanced portfolio, any compelling reasons for not including it in an income portfolio with some capital gain long term? This will be a longer term hold inside a registered portfolio