Q: I am thinking of selling my long term holding in KXS (held in RRSP) in favour of NOW. I acknowledge the obvious difference in size and risk. I would like to continue to position in a consistent performer with visible earnings growth in the cloud-based enterprise SAAS space. The recent poor subscription guidance, significantly lower margin expectations and the “cockroach theory” has made me contemplate the change out of KXS. NOW would appear to be an emerging platform company with a much larger TAM than KXS. Would you be ok with this considering my objective of consistency or would this be an over-reaction on my part as KXS has been good to me (thanks to 5i)?
Q: Hi, I'm looking at reits and wonder what your comments would be on SRU. They look to be in an interesting niche that might do well as the world gets back to normal.
Appreciate your thoughts,
Perry
Q: Kindly comment on the BOS Q4 and annual results. I know the numbers looked powerful, but do they measure up to expectations (such info we don't have)? After all exceeding expectations is what matters the most these day.
Q: If I were to sell TOI what do I use as the book value? My brokerage statement shows 1 cent, but I believe it was issued as a special dividend (if that is the term) with a value of about $60.00. Thanks.
Q: When companies do a private placement or a bought deal, what percentage of the time would the stock price rise above that price, lets say in 1 year? Do you know any studies that answer the question, or can you provide an answer based on your experience? I recognize the question is very broad. I suppose your answer would differ depending on the market cap of that company. Asking because I want to see if it is a good strategy to buy based on a dip down to the PP price. Thanks.
Q: I have CRM, DOCU, ISRG and VEEV in my portfolio. I have to raise some cash and I would like to ask for help in deciding which one to trim first, second, third etc.
Thanks for your help.
Albert
I only have a little bit of money to put in right now and I’m looking at either WELL or Air Canada - which would you recommend? I am comfortable holding for a year or two minimum and am looking for growth but want to stay on the safer side. Appreciate your insight!
Q: GIC coming due shortly, do not want to reinvest the money at a .75% rate. I’m considering buying a fairly safe dividend paying stock or 2. They could have a some growth as well as they would be in my TFSA. Have been considering TFII. What do you think of it and could you suggest a couple of other options for me to look into..
Q: CAE announced public offering of common shares priced at $27.50USD to raise $250,000,000USD to finance a portion of the purchase price and related cost of L3 Harris Military training business. What are the pros and cons of public offering versus brought deal from a company’s and investor's point of view? Is one financing deemed "better" than the other? Thank you.
Q: I am growing concerned about Line 5 as the Michigan governor is trying to close it down. I realize there are several strategies in play to keep it open, but given how big line 5 is to enbridge, to michigan, to ontario and quebec, I can't help but wonder what will happen to the stock and future growth if it is closed down Your opinion please?
Q: I am looking to add new position in the C.Non Cycl. sector. My lean is to the balanced and income portfolios. How would you rank the above and which companies represent the best buying opportunity now( or is now not the time for this sector) and why?
Thanks,
Mike
Q: Hi, any thoughts on the recent decline of Apps. It has been hit particularly hard. Do you see the acquisition of Triapodi as a positive move? Would you consider it a buy now?
Thanks
Q: The company released what looks to be excellent results and positive outlook for growth. What is your take on the company's prospects? Hold for medium term or take advantage of any positive momentum to sell?