Q: Can you comment on the quarter vs expectations. I thought results looked very strong with a nice NAV increase q/q but market didn’t care? Thanks
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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 dbm earnings please.
thank you
thank you
Q: SUncor has suggested that once they reach 12B in debt that they will return 75% of free cash flow to shareholders. As a shareholder I like that. My question is why wouldnt paying down debt be a better marker for shareholders? While I recognize that the Company can write off interest expense against their income, it seems incongruous.
Q: Can you please comment on earnings and whether this is a buy, hold or sell. Thank you!
Q: What is your thoughts on Q3 results. The cash flow generation seems big and the new analyst targets seem encouraging and net debt is down alot.
Q: Hi there could you please comment on yesterdays earnings report and whether it’s at a decent point (given todays rise) to initiate a position for 3-5 years?
Thanks!
Thanks!
Q: What a great recommendation at $52.25 on Oct 10/23,then rocketed to recent High of $160.51,and returned to $103.50 today. Is it buyable today?What is a good entry price? Txs for U iusual great services & views
Q: Considering the recent run-up of nutrient would you change your entry level price of 65$ and secondly would you consider a switch from White Cap to nutrient at what price to offer more upside? Currently I am overweight and On margin with white cap with the dividend all but paying the interest. Any thoughts .and tks.Larry
Q: Please comment on earning. Thanks for your excellent service.
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Amazon.com Inc. (AMZN $211.65)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
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Affirm Holdings Inc. (AFRM $74.79)
Q: Hello
Could you comment on Affirm Holdings?
Thank you
Stephane
Could you comment on Affirm Holdings?
Thank you
Stephane
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Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
Q: I have both BAM and BN. Do I need both, for diversification? If not, which is better to keep?
Thank you.
Thank you.
Q: Hi, can we get an update on DUOL earnings and your feelings going forward?
thx, Mark
thx, Mark
Q: My question is on SHOP. We saw META drop from $493 to $414 because of a bad report. But being the powerhouse, loved stock that it is, it has come back to nearly where it dropped from.
Can SHOP do the same since it is also a darling?
thanks
Can SHOP do the same since it is also a darling?
thanks
Q: Do you prefer HXS or VFV for a FHSA with a timeline of 3-5 years? and what would be your reasoning?
Q: I am a holder of the stock at levels slightly higher than present and have been pleased with the last two quarters do you think the turnaround is in place. The inventory has been reduced from the previous high in the last 6 months or so. Is the current inventory at a level that is right sized for the sales or is it still high. Do you have a rule of thumb for a stock like this for inventory size vs some other metric. Any further color you can add on inventory would be helpful as I am lacking the knowledge. Thanks
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Constellation Software Inc. (CSU $4,718.31)
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Topicus.com Inc. (TOI $185.15)
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Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
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Lumine Group Inc. (LMN $52.11)
Q: Good morning. Would it be fair to say that CSU is basically the tech version of BN? BN has, what six or seven children and CSU now has a set of twins. Do you see CSU continuing to give birth to more children?
And if so, at what point would you rather just own the kids and let the parent go, if ever?
And if so, at what point would you rather just own the kids and let the parent go, if ever?
Q: Thanks for your answer the other day on this stock. I was hoping you may comment on the recent announced investigation by the competition bureaus or in your opinion is that kind of just noise that is already reflected in the share price? What could the result be and potential downside if the allegations prove to be true?
Q: Hi 5i,
Would appreciate your thoughts on Engine Capital’s letter to DND in regards to their suspicions that DND intends to issue shares.
I see Engine Capital’s efforts as a positive check to DND management but I am concerned how effective they can be.
Thank you,
Greg C.
Would appreciate your thoughts on Engine Capital’s letter to DND in regards to their suspicions that DND intends to issue shares.
I see Engine Capital’s efforts as a positive check to DND management but I am concerned how effective they can be.
Thank you,
Greg C.
Q: Seems like a good earnings report today. They seem to be firing on all cylinders right now. Your comments please and thank you.
Q: Please comment on ABNB earnings. Thank you.