Investment Q&A

Q: Any reason for the recent surge in price?

Sheldon

Q: Could you please compare these companies, both in the same business, current valuation and future growth. Which would you buy, would you buy either?

Q: Hi Team,

Any idea why this company is not held in XIT at present ? Do you think it will be added at some point?

Thanks

Q: I hold a small position in ENGH. Since peaking on Sept 4th at just over $80, it has been in a long steady decline for 9 months, to the low $50's, a drop of about 1/3 of its value. The results just released Thursday night look very weak to me, especially compared to the previous year, although covid helped their video division significantly last year, and the stock is still trading at pretty high multiples, despite the decline in the stock price. I know you have mentioned many times that you feel ENGH is a good long term steady business. Wondering if you still feel this stock is worth adding to, or is it time to sell and move on to something that offers more growth? Or do you still think there is reason to expect good revenue and income growth from ENGH over the next few years? Would you sell ENGH and add to existing positions in NVEI, TOI or DSG? Thanks.

Q: Hi,
According to estimates, E Commerce is set to grow rapidly over the coming years. Stocks like Shopify & Amazon are the one’s that come to mind. Is Lightspeed in or will be in that same category of E commerce?
Thanks

Q: Hi, Recent chatter on 5i suggests Topicus shares as Bargain at $44 and Very Attractive at $25 (Based on present Sales), while it is currently trading at $78 after touching a High of $94. So two Questions:
1. Is the stock Expensive at current valuation ($78-$80) or a Good Buy ?
2. If we need to revisit Constellation Software, let's say 10 yrs ago, when stock traded in $80-$90 range, did CSU stock look Expensive or different from TOI's valuation Today ?

I am trying to visualize TOI from the same lens as CSU ( and its history) and make a reasonable assumption and investment decision, although CSU performance may not necessarily be replicated.

Thank You

Q: Adobe and the nasdaq look ready to move up ( i recognize my rose colored glasses maybe on) with that in mind where do you think ADBE may rise to ?

IS 700 unrealistic within the year?

( If this year has taught me anything, uncertainty is the only constant especially with the inflation story having held the market hostage the last few months)

Q: Just wondering if you thought UCTT might be a good replacement for PHO when it gets taken over?

TIA

Q: I'm a happy owner in CTS, but if anyone asked why I own them, I'm not sure I'd have a good answer other than referencing 5i...

Can you sum up quickly what they do, what differentiates them and why their stock price has done so well lately? What will they need to do to keep the momentum running (short of not messing up).

Cam.

Q: Hello,

Can you please comment on recent results? Would you recommend purchasing this stock at current levels?

Thanks!

Q: BL has been slowly losing ground the past couple of months after a strong steady run up. Seems to be a laggard now. Do you see growth or is it time to move on to something else that offers more growth prospect. If so, what are your recommendations (US based).

Q: When was the last time Roku issued new shares and how much? Would you consider them a "shareholder friendly company"?

Thanks

Q: What are your thoughts on PSFE now that it has reported quarterly results? Is it a buy for significant growth over the next 2 years. I recently purchased NVEI as well (on the dip) and have been pleased so far. Thanks.

Q: Hi,
Can you provide a list of 5 Canadian companies who specialize in automation in order stability and growth.
Thank you
Ed

Q: If you were the Dax - what would be LSPD strategy going forward 12 months?
Clayton

Q: Could you please comment on the modified Dutch auction? Would the tax implications of participating be any different than an outright sale?

Q: There have always been comparisons btw Lspd and Shop. Now with the recent acquisition Lspd is truly competing head on with shop, at least in certain industries. Do you think shop would buy them at some point?

Q: Happy Friday. Have some cash in my TFSA and would like to purchase either Topicus or Lightspeed for maximum growth.
Which would be your preference?

Q: Between NVEI and TOI which one do you favour and why?
Thanks.

Q: Can you comment on their earnings report yesterday? Did you listen to the call and if so was there anything of interest (good or bad) that came up?

I know weightings are personal, but if you were holding DOCU what kind of weighting would you be looking at.

Thanks so much for the fantastic service and recommendation of DOCU at the beginning of the pandemic!