Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Always 2 sides on a coin. In the past day or so, analysts seem to be rating SHOP as a hold or sell. It has had a good run. What do you make of these rating calls. What does crystal ball see going forward.

Upvote 0

Read Answer Asked on May 10, 2023

• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Seems like a stellar quarter with 'back on track' guidance. Any remaining concerns?

Upvote 0

Read Answer Asked by sandy on May 09, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Winpak Ltd. (WPK $42.34)
  • $42.34 P/E (TTM): 13.54X Cap: $2.60B
  • View WPK Profile
  • View Questions on WPK
  • View Reports on WPK
• Richards Packaging Income Fund (RPI.UN $33.05)
  • $33.05 P/E (TTM): 16.0X Cap: $362M
  • View RPI.UN Profile
  • View Questions on RPI.UN
  • View Reports on RPI.UN

Q: Could you please comment on Richards Packaging earnings. Do the results and the management commentary provide any indication, if the challenges faced with Revenue ( Healthcare mostly) are nearing an end ? Or, is it time to move on and find better income/growth opportunities ? Thanks

Upvote 1

Read Answer Asked by rajeev on May 09, 2023

• Pason Systems Inc. (PSI $12.02)
  • $12.02 P/E (TTM): 12.8X Cap: $948M
  • View PSI Profile
  • View Questions on PSI
  • View Reports on PSI
• High Arctic Energy Services Inc. (HWO $0.83)
  • $0.83 Cap: $10M
  • View HWO Profile
  • View Questions on HWO
• Cathedral Energy Services Ltd. (CET)
  • P/E (TTM): 11.18X
  • View CET Profile
  • View Questions on CET

Q: Hi, I would appreciate if you can provide your thoughts/analysis of HWO with long term outlook. Stock has lost significant value since beginning of this year.
Thanks,

Upvote 0

Read Answer Asked by Harpinder on May 09, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.37)
  • $42.37 P/E (TTM): 1011.3X Cap: $19.53B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.96)
  • $55.96 Cap: $7.39B
  • View BIPC Profile
  • View Questions on BIPC

Q: What are your analysis of the results published yesterday? The market seams to have liked them (+3.56%) but I fail to see what is the big hoopla on what appears to me simply ok results.

Upvote 0

Read Answer Asked by André on May 09, 2023

• WELL Health Technologies Corp. (WELL $4.92)
  • $4.92 Cap: $1.24B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: WELL is down past couple of days. It's had a good run lately. Earnings I believe are coming this week. Anything to be concerned about? What do you expect?

Upvote 0

Read Answer Asked on May 09, 2023

• TFI International Inc. (TFII $133.86)
  • $133.86 P/E (TTM): 21.23X Cap: $11.11B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Should I be seeking TFII with headwinds on the horizon?

https://www.freightwaves.com/news/trucking-bloodbath-snares-fleets-large-and-small

Upvote 0

Read Answer Asked by S on May 09, 2023

• Open Text Corporation (OTEX $45.15)
  • $45.15 P/E (TTM): 13.15X Cap: $11.48B
  • View OTEX Profile
  • View Questions on OTEX

Q: Hi There,

Please comment on earnings report today and whether it’s a buy around todays price.

Thanks!

Upvote 0

Read Answer Asked by Robert on May 09, 2023

• FirstService Corporation (FSV $276.50)
  • $276.50 P/E (TTM): 63.91X Cap: $12.59B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: Can you account for the recent volatility in the stock?

Thanks

Sheldon

Upvote 0

Read Answer Asked by Sheldon on May 08, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

Q: I Believe Nuvei reports before the bell on Wed., can we have the numbers and what your thoughts about the company are over the next 2-3 years.

Thanks

Upvote 0

Read Answer Asked by Greg on May 08, 2023

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
  • View PRMW Profile
  • View Questions on PRMW
  • View Reports on PRMW

Q: What are your thoughts for this quarter? It seems like they are being punished for a strong quarter.

Thanks

Upvote 1

Read Answer Asked by Tom on May 08, 2023

• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Would welcome comments on their results- they beat and raised - time to upgrade ?

Upvote 0

Read Answer Asked by Scott on May 08, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Shopify's decision to sell it's distribution business has been well-received. However, the reasons for this divestiture -- complexity and distraction, as well as cost were entirely foreseeable before this initiative started. And the reasons for getting into distribution are not being mentioned in corporate explanations of the change. Have they just gone away? Does this change point to governance issues, such as the unusual independence of the CEO due to the share structure?

Upvote 0

Read Answer Asked by John on May 08, 2023

• Leon's Furniture Limited (LNF $30.48)
  • $30.48 P/E (TTM): 12.83X Cap: $2.08B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF

Q: As a followup to my question yesterday about Leon's how seriously should we take this interest in setting up REIT? You have noted in the past that one of the underlying values of LNF was their real estate so is this an idea that management is floating or does it look like it will come to fruition? How should a shareholder react to this news - buy more, sell or hold until it plays out?

Appreciate your insight.

Paul F.

Upvote 0

Read Answer Asked by Paul on May 08, 2023

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hello, Do you think that CSU stock's systemic decline on Thursday with over a $100 drop was caused by the report - NR after market close, of a cyber security breach, in certain parts of its divisions. In your view, is it concerning ? Thanks

Upvote 0

Read Answer Asked by rajeev on May 08, 2023

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.41)
  • $12.41 P/E (TTM): 25.54X Cap: $3.62B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Can you explain Dreams announcement at the close today. It seems DIR has done a bought deal of 12.5M shares at a price of $14.20 (a little below todays close) to raise money which they will then use to buy back 12.5M A class preferred shares? This is a confusing one, why would they do this? Also will this hurt the regular DIR share price since its diluting the shares? Would you buy or is this a bad move? Thx

Upvote 0

Read Answer Asked by Adam on May 05, 2023

• Parkland Corporation (PKI $38.60)
  • $38.60 P/E (TTM): 22.7X Cap: $6.73B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: What do you think of PKI earnings. On surface, they look good. how should price react?

Upvote 0

Read Answer Asked on May 05, 2023

• Topicus.com Inc. (TOI $175.88)
  • $175.88 P/E (TTM): 79.44X Cap: $14.65B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: I would be interested in your critical opinion of the latest financials release on TOI?In particular any shortcomings in the business model that concern you?

Upvote 0

Read Answer Asked by ANDREW on May 05, 2023

• Trisura Group Ltd. (TSU $41.10)
  • $41.10 P/E (TTM): 16.52X Cap: $1.95B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Trisura just annonced preliminary results for Q1. Could you comment please.

Thanks

Upvote 0

Read Answer Asked by Daniel on May 05, 2023

• Leon's Furniture Limited (LNF $30.48)
  • $30.48 P/E (TTM): 12.83X Cap: $2.08B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF

Q: Any thoughts on what is going on with Leons the past few days? With the retail landscape seemingly taking a hit the last while with recession concerns, is this stock in for a fall?

Appreciate your insight.

Paul F.

Upvote 0

Read Answer Asked by Paul on May 05, 2023