Q: I follow bl and see it down big today. Is this an opportunity to start a position? Were earnings all that bad?
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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: Your comments on the latest report of TIXT would be appreciated. Thanks for all your hard work
Dave
Dave
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
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CrowdStrike Holdings Inc. (CRWD $506.82)
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Digital Turbine Inc. (APPS $4.58)
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Topicus.com Inc. (TOI $125.34)
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Nuvei Corporation (NVEI)
Q: Hi. What are your recommendations for two stocks each from Canada and US that have been beaten down lately and which you think it's time to get into? Thanks
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Amgen Inc. (AMGN $334.30)
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AbbVie Inc. (ABBV $229.51)
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Freeport-McMoRan Inc. (FCX $40.79)
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Merck & Company Inc. (MRK $100.40)
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Pfizer Inc. (PFE $25.22)
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Roper Technologies Inc. (ROP $439.64)
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Royal Bank of Canada (RY $211.39)
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Toronto-Dominion Bank (The) (TD $116.71)
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Bank of Nova Scotia (The) (BNS $93.96)
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Bank of Montreal (BMO $172.60)
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Manulife Financial Corporation (MFC $49.28)
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Canadian Imperial Bank Of Commerce (CM $118.60)
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Sun Life Financial Inc. (SLF $83.30)
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Constellation Software Inc. (CSU $3,382.96)
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Tourmaline Oil Corp. (TOU $63.67)
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WSP Global Inc. (WSP $240.45)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.66)
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TFI International Inc. (TFII $118.86)
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ATS Corporation (ATS $34.31)
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Granite Real Estate Investment Trust (GRT.UN $75.85)
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Tamarack Valley Energy Ltd. (TVE $7.75)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.26)
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Profound Medical Corp. (PRN $8.54)
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Nutrien Ltd. (NTR $79.35)
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NV5 Global Inc. (NVEE $22.56)
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Digital Turbine Inc. (APPS $4.58)
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Jacobs Solutions Inc. (J $132.87)
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Topicus.com Inc. (TOI $125.34)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
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Neighbourly Pharmacy Inc. (NBLY $18.60)
Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $160.73)
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CrowdStrike Holdings Inc. (CRWD $506.82)
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Digital Turbine Inc. (APPS $4.58)
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Airbnb Inc. (ABNB $114.41)
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TELUS International (Cda) Inc. Subordinate (TIXT)
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Doximity Inc. Class A (DOCS $49.95)
Q: I would appreciate your opinion on these stocks for a 10 year hold. Thank you very much.
Q: What is the long term outlook for this stock? Bought at $40 and missed the opportunity to sell when it reached the high $40's. Does it still have potential to go back into high $40 range. If so, what will it take to do so. Or should one consider getting out at current price.
Thanks
Thanks
Q: Just did a nice roller coaster ride with these two ; worth holding for another 5 years in a registered account ?
Q: I went back to Constellation Software’s old reports to compare results to Topicus’ current results. Constellation had similar revenue ($891m USD) in 2012 to Topicus in 2021 ($846m USD).
Here are the revenue growth rates for those years:
CSU : 15%
TOI: 50%
Here are the acquisition amounts in those years:
CSU: $141m USD
TOI: $385m USD
By the numbers, it would seem that Topicus is significantly more aggressive in terms of growth by acquisition than Constellation was when it was the same size back in 2012.
My question is can Topicus keep this rate of acquisition up over the next five years or so, or are they picking off the low hanging fruit and things will get much more difficult down the road? Thanks
Here are the revenue growth rates for those years:
CSU : 15%
TOI: 50%
Here are the acquisition amounts in those years:
CSU: $141m USD
TOI: $385m USD
By the numbers, it would seem that Topicus is significantly more aggressive in terms of growth by acquisition than Constellation was when it was the same size back in 2012.
My question is can Topicus keep this rate of acquisition up over the next five years or so, or are they picking off the low hanging fruit and things will get much more difficult down the road? Thanks
Q: follow-up to my earlier question. I wanted to know what numbers 5i expects shop to report.
Q: Have your opinions of this company changed? Is this a high risk / high reward play?
Please share your thoughts on a long term hold.
Please share your thoughts on a long term hold.
Q: Hi Peter and team,
Do know where I can find institutions, such as Canadian Pension, etc, are buying LSPD or any other stock at current level? I heard some institutional buying LSPD, could you please confirm and have more information and list a few of such buying?
Thanks a lot
Do know where I can find institutions, such as Canadian Pension, etc, are buying LSPD or any other stock at current level? I heard some institutional buying LSPD, could you please confirm and have more information and list a few of such buying?
Thanks a lot
Q: Hi Team,
Hypothetical question. I have read certain clips or articles of people thinking that Topicus can have more potential growth wise than Constellation in the long term because they are perhaps more aggressive. Is there any truth to this? Also, your best educated guess... do you think eventually TOI will be able to end up with the same market cap (todays numbers) as CSU within the next 10yrs or so? Just trying to guage the real long term potential of this company. Thanks
Shane.
Hypothetical question. I have read certain clips or articles of people thinking that Topicus can have more potential growth wise than Constellation in the long term because they are perhaps more aggressive. Is there any truth to this? Also, your best educated guess... do you think eventually TOI will be able to end up with the same market cap (todays numbers) as CSU within the next 10yrs or so? Just trying to guage the real long term potential of this company. Thanks
Shane.
Q: Both of SQ and TWLO had taken a beating recently . Do you see them as a hold and wait or do you think it's time to sell ? Thank you for your opinion .
Q: Have funds in a US RSP account to top up one or both and underwater on both with the recent tech pullback. at equal 1.5% weighting. which has greatest upside over the next 2-3 years? Or, would you have a better US tech recommendation for this timeframe? Already own GOogle and Nvidia. Thank you.
Q: I think Twilio reports this week?? What is your view on Twilio, is this a good entry point/
Q: Is the big decline over the last three months mostly related to the general tech decline or are there specific issues related to the company? Is it worth consideration at this price?
Q: Hello!
At current pice levels would you consider Intel a good buy when it comes to gaining exposure to chip market?
Thank you!
At current pice levels would you consider Intel a good buy when it comes to gaining exposure to chip market?
Thank you!
Q: Hi,
What is your analysis of Absolute's latest results ?
Thanks
What is your analysis of Absolute's latest results ?
Thanks
Q: Hi, Could you comment on TOI results please and also help understand the large loss in the last quarter to put it all in perspective. Thank You
Q: Hi, thoughts on earnings . Cheers , Chris