Q: Hello,
Thoughts on the $5M bought deal? Do you still like the potential of this company longer term? I wonder if buying into the weakness here makes sense longer term?
thanks
Q: Hi Guys
Simply Wall Street, is showing future annual earnings growth at 104.2 %, is this in line with your data? Also can you comment on their declining margins, which i have as 2.7%
I stepped in today for a 1/3 position, what do you think?
Thanks Gord
Q: Your thoughts on MKP’s latest results and the 8% div yield.. The results are good but not quite as good as last year. Why would they declare a special dividend verses just raising their quarterly dividend?
Thanks
Gord
Q: Do you feel this company would benefit from the anticipated infrastructure build in the U.S.? How much of their business is derived from public vs private sectors? Regarding the balance sheet, would you feel comfortable investing in it? Please add any other pertinent information you deem appropriate. Thank you.
Q: How much overlap (competition) does Tecsys have with KXS? Given that TCS price has dropped after a sold quarterly report, can we expect a similar drop when KXS reports next week, regardless of strong numbers? If you were sitting at a KXS board meeting and the subject of purchasing / takeover of TCS came up... what reply would you have?
Q: I bought MSCI in 2018 mostly for its recurring revenue and ability to set its prices. It has been a steady grower. Do you expect this to continue or has it reached a plateau? Does it have meaningful competition yet? If I sell to buy an ARK fund, am I taking on a lot more risk? Thank you. Hi, I just asked a Q about MSCI. Another option I am considering is to sell MSCI to buy MCO to capture some higher growth that may happen in this investing climate. Should I switch or hold steady? Thanks.
Q: Hello,
TIXT has both Canadian and US listings. Could you please tell me what the difference is? Is there merit in owning one rather than another of these?
Thanks,
V
Q: Would appreciate your opinion as I’m interested in only one between the two speculative companies. Which has more potential minimum 5 years. Which has products have greater potential to take hold in the market, and which balance sheet is better.
Thanks for your help
Q: hello 5i:
Many moons ago, we bought CSU.DB as a fixed income part of the portfolio for its (large) interest rate over prevailing rates at the time. All that was expected was a steady, relatively safe interest payment. The fact we've now got a very good capital gain as well, is a real bonus.
So, the question: is there a debt instrument, currently, that you would put in the same class as CSU.DB, that still has decent liquidity?
thanks
Paul L
Would you be able to comment on the Gold Price? It's down to the low 1700's at the time of this question, and was hoping for some insight on how you see it behaving in the Short/Medium/Long term.
Q: Your interpretation of the 4th Q report, please. It looks good to me, dividend raise and also sales over $1B. Is this a milestone in the US also?
In this market it has dropped back. Is this a good company and time to add to? Thank you.
Q: ENGH is trading close to its price of a year ago. what was its P/E PEG P/S. one year ago compared to the current metrics. what would you consider a good entry point? thanks Richard