Q: I am wondering about the level of acquisitions by Topicus. $20 million (Canadian) seems like not enough for the last quarter for a $12 billion dollar company. Do you have any info on how much was spent on acquisitions in the last couple of years? How does this amount compare relative to Topicus’ size with respect to Constellation Software?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Please provide your comments on their earnings. Do you see any potential for future growth? How likely is it that Apple will actually pay? I am thinking of selling and adding to Photon. Would this be a good move? Thank you.
-
Amazon.com Inc. (AMZN $226.28)
-
Meta Platforms Inc. (META $613.05)
-
Alphabet Inc. (GOOG $318.47)
-
DocuSign Inc. (DOCU $65.93)
-
CrowdStrike Holdings Inc. (CRWD $506.82)
Q: Hi,
I would like to trim down my tech holdings in my portfolio. How would you rank these overall in terms of long term growth considering valuation, size, risk, etc... I would like to reduce the holdings, add to TOI and balance out other sectors that are low such as energy and materials. Do you see any overlap in these holdings? Which could you see go here or consolidate? Thanks!
SHOP 5.25%, KXS 3.46%, LSPD 4.64%, CSU 3.06% , DOCU 1.01%, NVEI 0.96%, TIXT 1.17%, CRWD 1.41%, AMZN 0.76%, GOOG 1.78%, FB 0.97%
I would like to trim down my tech holdings in my portfolio. How would you rank these overall in terms of long term growth considering valuation, size, risk, etc... I would like to reduce the holdings, add to TOI and balance out other sectors that are low such as energy and materials. Do you see any overlap in these holdings? Which could you see go here or consolidate? Thanks!
SHOP 5.25%, KXS 3.46%, LSPD 4.64%, CSU 3.06% , DOCU 1.01%, NVEI 0.96%, TIXT 1.17%, CRWD 1.41%, AMZN 0.76%, GOOG 1.78%, FB 0.97%
Q: Hi Peter and Team,
Do you think it is ok to add at this price?
Your opinion is much appreciated!
James
Do you think it is ok to add at this price?
Your opinion is much appreciated!
James
Q: Hello Team
Do you have a preference for one over the other and why?
Regards,
Barry
Do you have a preference for one over the other and why?
Regards,
Barry
Q: Would like your opinion on Kinaxis. Is it a buy at today’s price? What contributed to the drop in share price? Can we expect better growth in the coming months? Should I sell or buy more shares at this time? Thanks for you response!
Rossana..
Rossana..
Q: Would you consider this company current price a good entry for initial investment?
Does this company has a reasonable outlook for growth in the current markets environment?
Does this company has a reasonable outlook for growth in the current markets environment?
Q: Like many others, I've been taking a bath on Pinterest the last few weeks. Is your recommendation still to ride this out assuming a <5% portfolio weighting?
Q: Can you please comment on the big drop in LSPD today.
Q: Thoughts on the quarter and the pending departure of the CFO ? I'm down 45% since my purchase in mid-February ...timing couldn't have been worse...
Is the current drop today of 22% overdone ?
Add, Hold, or Sell ?
Is the current drop today of 22% overdone ?
Add, Hold, or Sell ?
Q: FROG is way off its IPO price, at this level does it change your calculus on the stock?
Thanks for everything you do.
Thanks for everything you do.
Q: Can you contrast revenue growth and free cash flow growth between these two companies and their relative valuation? Thanks.
Q: Is there something wrong at crowdstrike. Stock down $30 in a few days. I bought it at the high and am wondering if it’s worth holding on.
Q: what does the market expect from CSU today?
Q: John asked about QUIS this morning and the "breakout report" was an article in the Globe & Mail May 3. Here is a link: https://www.theglobeandmail.com/investing/markets/inside-the-market/article-mondays-breakouts-a-stock-thats-rallied-39-in-2021-with-a-further-gain/
Q: I am looking for a tech company with limited downside risk.
Would CGI (GIB.a) fit this criteria, or would you recommend something else
Would CGI (GIB.a) fit this criteria, or would you recommend something else
Q: In one answer recently you called KXS still "buyable". Sorry for the lack of context.
Do you think the shine has come off the stock and could it be time to possibly sell and move on in the context of building up some cash for another similar position? Thanks
Do you think the shine has come off the stock and could it be time to possibly sell and move on in the context of building up some cash for another similar position? Thanks
Q: would interested in any comments you might have on AYX's first quarter results and full year guidance given today.
as always appreciate your insights
Don
as always appreciate your insights
Don
Q: Do you have an explanation why CTS (Converge Technology Solutions) has such a nice upside run in the last few days?
Thank you!
Albert
Thank you!
Albert
Q: Hello,
What are your thoughts on Topicus earnings? Also, is it a buy here and now?
Lastly, assuming an exchange of 1.00 to 1:48, no prefs and the same results occur over 4 quarters, are the numbers below correct?
$179.6m euros rev x 4 qs x 1.48 exchange/ 39.41m s/o = 26.98 revenue per share
$90 Price per share / 26.98 rev per share = 3.34 price to sales
$20.7m euros earnings x 4 qs x 1.48 exchange/ 39.41m s/o = 3.11 earnings per share
$90 Price per share / 3.11 earnings per share = 28.9 p/e
$91.5m fcf x 4 qs x 1.48 exchange/ 39.41m s/o = 13.74 fcf per share
$90 Price per share / 13.74 fcf per share = 6.55 price to fcf
13.75 fcf per share/ 90 price per share = 15% fcf yield
What are your thoughts on Topicus earnings? Also, is it a buy here and now?
Lastly, assuming an exchange of 1.00 to 1:48, no prefs and the same results occur over 4 quarters, are the numbers below correct?
$179.6m euros rev x 4 qs x 1.48 exchange/ 39.41m s/o = 26.98 revenue per share
$90 Price per share / 26.98 rev per share = 3.34 price to sales
$20.7m euros earnings x 4 qs x 1.48 exchange/ 39.41m s/o = 3.11 earnings per share
$90 Price per share / 3.11 earnings per share = 28.9 p/e
$91.5m fcf x 4 qs x 1.48 exchange/ 39.41m s/o = 13.74 fcf per share
$90 Price per share / 13.74 fcf per share = 6.55 price to fcf
13.75 fcf per share/ 90 price per share = 15% fcf yield