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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: ZCL--It appears it missed expected eps by 0.01 & this is 2nd Q in a row.Please your take on results & going forward. SIS reports on Aug 10 & may I have your view.If I recall,it did a financing of 2.76m shares @ $13.90 about 3 mos ago. Appreciate u usual great services & opinions
Read Answer Asked by Peter on August 04, 2017
Q: Greetings, 5i.

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?

Thanks, again.

John
Read Answer Asked by john on August 03, 2017
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?
Read Answer Asked by Jeff on August 03, 2017
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?
Read Answer Asked by Linda on August 02, 2017
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.
Read Answer Asked by Peter on August 02, 2017
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