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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: I have read the About Us section on the Topicus web page: "Topicus.com is a leading pan-European provider of vertical market software and vertical market platforms to clients in a select group of public and private sector markets. We build, acquire and manage industry specific software businesses which provide specialized, mission-critical and high-impact software solutions that address the particular needs of our customers." So, if I got it right, Topicus is in a sense a mini CSU operating in Europe, is that right? In terms of their business and what they do, are there differences between CSU and TOI? Thank you
Read Answer Asked by Gervais on February 11, 2021
Q: Responding to Wilson on Dec 21 you stated that Acuity Ads was moving up based on a "comparable valuation move" relative to TTD based on "price to sales" and that "momentum in the stock is about the best we have seen".  Valuation relative to competitor MGNI was also mentioned in your response.  Since then AT is up approx 40% while TTD is flat, and MGNI has more than doubled.  Please provide an update on the current relative valuation of AT, TTD and MGNI using the price to sales metric (and any additional metric that you feel may be relevant).  Do you consider AT to still be significantly undervalued relative to TTD and MGNI?  Looking ahead, is it a takeover target?  Do you think that the current momentum on AT will push it higher?  Are there any catalysts on the horizon that may push it higher?  Thanks to 5i I have a substantial position in AT with a cost base of $1.46.  I really like to let my winners run but sitting on a holding with a 19x gain, I need to decide if/when to liquidate some of the position.....thank you.
Read Answer Asked by Glenn on February 09, 2021
Q: At time of writing this question, AT is up 17 percent. Can't find any news. Can you shed some light on the rise today.
Read Answer Asked by Bruce on February 05, 2021
Q: In my TSFA have equal weightings of PHO, REAL, WELL and XBC. Have additional funds to invest and was thinking of following AT, CTS, KRR, MCR, NVEI, or QST. You have suggested ATZ, GSY, or KXS which own most elsewhere to was looking to something new. How would you rank these stocks and would you have any better suggestions?
Read Answer Asked by David on February 04, 2021
Q: Can you tell me which companies would be comparable and that you would buy that the same or better growth.Love your service.
Read Answer Asked by andrew on February 02, 2021
Q: Knowing the future is leaning more toward electric vehicles, can you give me some companies that might be worth looking at? Also can you put them in order of most likely to succeed? Thanks
Read Answer Asked by Ziaad on January 21, 2021
Q: Hi,

When does Cargojet report next and what is expected vs prior year and vs last quarter reported? Just looking to see the improvement from a year ago and last Q.
Also, is the ROE reported on your Companies page accurate/updated? If not can you please provide an updated value?
Lastly, what is CJ's track record at beating their guidance/estimates, wrt EPS? When I looked on Marketbeat, their record was not very encouraging. ie missed more EPS estimates than beat over last 8 quarters.

Cheers,
SteveMc
Read Answer Asked by Stephen on January 20, 2021
Q: HI,

PYR announced preliminary results for Q4 and FY....
"Based on preliminary financial information, and subject to year-end closing adjustments, PyroGenesis expects revenue for the fourth quarter 2020 to be between $3 - $5 million, resulting in total revenues for the fiscal year ending 2020 of approximately $14 - $16 million, as compared to $1.07 million (Q4 2019) and $4.8 million (FY 2019), respectively.
The Company also expects earnings per share (“EPS”) for the fourth quarter to be in the range of $0.10 - $0.12, and for the fiscal year ending 2020 of between $0.22 - $0.24 , as compared to a loss of $0.04 (Q4 2019) and a loss of $0.07 (FY2019), respectively."

Quarter over quarter numbers ie Q3 vs Q4 are reduced but YoY quarters and FY are vastly improved. I know their quarterly numbers can be lumpy (based on contracts completed) but the FY growth is impressive.
Would you continue to just watch this for now and see if they can expand their customer count and thus also expand their backlog? Or take a 1/3 initial position?
(Motley Fool did a piece indicating any (quarterly) reduced revenues could spark a sell off).

Cheers,
Steve
Read Answer Asked by Stephen on January 13, 2021
Q: Do you have any ideas or suggestions how to invest in eSports, aside from investing in game publishers (Blizzard, EA)? While the publishers will clearly make money, it seems like the companies associated with streaming/tournaments/professional teams have a lot of growth potential as well. But eSports seems like the wild west right now, with lots of small outfits starting up 'professional teams'. Are there any companies in this space (teams/streaming/etc) that seem more legitimate than others?
I'd appreciate your thoughts on this industry and where you see the growth here.
Thanks!
Read Answer Asked by Michael on January 13, 2021