Investment Q&A

• Boyd Group Services Inc. (BYD $219.07)
  • $219.07 P/E (TTM): 433.33X Cap: $4.76B
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Q: Please comment on earnings

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Read Answer Asked by Terry on November 11, 2020

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: With the $39 offer from Appollo would you suggest selling the stock now or is there a chance for a higher bid?

Thanks

Sheldon

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Read Answer Asked by Sheldon on November 11, 2020

• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.46B
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Q: I’m struggling to understand how these two stocks, as well as others in the same area, will do in a normal environment following Covid vaccines. Would appreciate your expert opinion.
Thanks as always for your incites.

Roy

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Read Answer Asked by Roy on November 11, 2020

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
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Q: I bought some Kxs at $206. Since many are leaving the tech sector, is it safe to hold this position in KSX and do you foresee a long road back to the high? I want growth at a reasonable risk. Helen

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Read Answer Asked by Helen on November 11, 2020

• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.75X Cap: $4.27B
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• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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Q: Assuming that this is a done deal for PBH to acquire CLR, what is the prospect of PBH going forward? Would you recommend a PBH buy at this level? Thanks.

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Read Answer Asked by Victor on November 10, 2020

• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.75X Cap: $4.27B
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Q: Hi guys as you know I have been a fan of pbh for years there acquisitions have always been extremely strategic
I am disappointed in this current acquisition into the seafood space which is been facing declining fish stock and First Nations conflicts on both coasts
Premium brands has made me a lot of money over the years
I will not exit my position but I don’t have to like it
Regards
Stan

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Read Answer Asked by Stan on November 10, 2020

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
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Q: Regarding KXS's drop, this seems like it could be an oppurtune time to add to an existing position? Nothing has actually changed with the company right (besides an investor shift from tech stocks)? Or would you wait and see if there are more declines?

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Read Answer Asked by Jeff on November 10, 2020

• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: Can you comment on the recent quarter please.

This stock keeps dropping over the last two weeks, what is going on here?

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Read Answer Asked by fwb181 on November 10, 2020

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
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Q: Hello everyone, any news on Kinaxis today, dropped a large amount since last week, is it just profit taking, and rotation out of tech?

Thanks

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Read Answer Asked by L on November 10, 2020

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: HI 5i,
Is FCR.UN (First Capital Common Shares) a buy / hold / sell at todays price?
Is the dividend @ 6.15% covered (looks like 66.5% payout but could be wrong).
Is debt weighting this one down.
Any other risks you might point out would be great.

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Read Answer Asked by Dean on November 10, 2020

• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.75X Cap: $4.27B
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Q: Thoughts on the Clearwater Seafoods acquisition? How accretive will it be?

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Read Answer Asked by Terry on November 10, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Q: I had bought and sold some of my shopify stock. I am still holding 25 shares. What do you see happening to the shopify stock,Do you feel it is time to sell it?
Thank you

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Read Answer Asked by Audrey on November 10, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Q: What happened to SHOP today?
Thanks

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Read Answer Asked by Kim on November 09, 2020

• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.46B
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Q: Hi Team,

What do you think of the purchase by WELL this morning? Are they issuing shares to pay for the transaction?

Thanks!

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Read Answer Asked by David on November 09, 2020

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Why the 15% pop today?

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Read Answer Asked by Terry on November 09, 2020

• Knight Therapeutics Inc. (GUD $5.77)
  • $5.77 Cap: $586M
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Q: Knight releases Q3 earnings this Friday 13 Nov. Whats the expectations ? Any feelings wrt increasing exposure before Friday ? Thank you.

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Read Answer Asked by Paul on November 09, 2020

• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 24.06X Cap: $146.82B
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Q: How will this election result enb. future. thx

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Read Answer Asked by JAMES on November 09, 2020

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
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Q: Good morning. I'm just listening to the Kinaxis Q3 CC with interest. It sounds/feels that the analysts questions and comments are perhaps more concerned with customer retention, or reduced opportunity for growth, than in previous calls? The positive Q3 financials, and company outlook certainly suggest that growth will not be significantly impacted going forward. Assumes major Covid disruption will be avoided. Assume you are listing to the call, do you get the same sense? THx Steve

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Read Answer Asked by Stephen on November 06, 2020

• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.74X Cap: $2.57B
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Q: thanks for a great recommendation wondering if this stock has more legs to run? like your opinion?

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Read Answer Asked by terrance on November 05, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.26B
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Q: Morning guys:
Please comment on this mornings results.
Thank u for being great stock pickers .
Mark

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Read Answer Asked by Mark on November 05, 2020